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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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    0

    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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    0.2

    SAP AG 2001

    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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    0.3

    SAP AG 2001

    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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    0.4

    SAP AG 1999

    Course Prere/uisites

    SAP20 SAP ) Overvie$

    3asic 4no$ledge and e%perience o! the"usiness processes in Plant Maintenance

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    0.5

    SAP AG 1999

    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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    1

    SAP AG 1999

    Course Overvie$

    Course goal

    Course content

    Course overvie$ diagra#

    Main "usiness scenario

    (C) *P # LO100 1

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    1.2

    SAP AG 1999

    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

    (C) *P # LO100 2

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    1.3

    SAP AG 2001

    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

    (C) *P # LO100 3

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    1.4

    SAP AG 2001

    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

    (C) *P # LO100 !

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    1.5

    SAP AG 1999

    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

    (C) *P # LO100 $

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    2

    SAP AG 1999

    avigation in the syste#

    :serspeci!ic settings

    avigation in the #ySAP.co# ;or4place

    Contents8

    avigation

    (C) *P # LO100 1

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    2.2

    SAP AG 1999

    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

    (C) *P # LO100 2

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    2.3

    SAP AG 1999

    e$ users need to !a#iliari9e the#selves $ith thescreens in the syste# and de!ine their personalde!ault settings

    avigation8 3usiness Scenario

    (C) *P # LO100 3

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    2.4

    SAP AG 1999

    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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    2.5

    SAP AG 1999

    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.

    (C) *P # LO100 $

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    2."

    SAP AG 1999

    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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    2.+

    SAP AG 1999

    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.

    (C) *P # LO100 4

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    2.

    SAP AG 1999

    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.

    (C) *P # LO100 6

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    2.

    SAP AG 1999

    ?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.

    (C) *P # LO100 8

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    2.10

    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

    ...

    (C) *P # LO100 10

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    2.11

    SAP AG 1999

    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

    (C) *P # LO100 11

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    2.12

    SAP AG 1999

    :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#).

    (C) *P # LO100 12

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    2.13

    SAP AG 1999

    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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    2.14

    SAP AG 1999

    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.

    (C) *P # LO100 1!

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    2.15

    SAP AG 1999

    Active Applications '!n Use#

    &ySAP.co& Mar/et!lace !date Personali

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    2.1"

    SAP AG 1999

    ;or4place ?avorites

    &ySAP.co& Mar/et!lace !date Personali

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    2.1+

    SAP AG 1999

    Personali9ing MiniApps

    &ySAP.co& Mar/et!lace !date Personali

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    2.1

    SAP AG 1999

    ;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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    2.1

    SAP AG 1999

    =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

    (C) *P # LO100 18

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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

    (C) *P # LO100 20

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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.

    (C) *P # LO100 23

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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.

    (C) *P # LO100 2!

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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.

    (C) *P # LO100 2$

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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.

    (C) *P # LO100 2

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    2-3-3 Create Internet addresses y choosing Favorites Add %eb address or

    #ile.

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    3

    SAP AG 2001

    General considerations

    Plant Maintenance organi9ational structures

    Organi9ation o! Plant Maintenance

    Contents

    (C) *P # LO100 1

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    3.2

    SAP AG 2001

    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

    (C) *P # LO100 2

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    3.3

    SAP AG 2001

    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

    (C) *P # LO100 3

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    3.4

    SAP AG 2001

    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

    (C) *P # LO100 !

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    3.5

    SAP AG 2001

    General considerations

    Plant Maintenance organi9ational structures

    Organi9ation o! Plant Maintenance8 GeneralConsiderations

    (C) *P # LO100 $

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    3."

    SAP AG 2001

    &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.

    (C) *P # LO100

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    3.+

    SAP AG 2001

    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.

    (C) *P # LO100 4

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    3.

    SAP AG 2001

    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*.

    (C) *P # LO100 6

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    3.

    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.

    (C) *P # LO100 8

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    3.10

    SAP AG 2001

    General considerations

    Plant Maintenance organi9ational structures

    Organi9ation o! Plant Maintenance8 PlantMaintenance Organi9ational Structures

    (C) *P # LO100 10

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    3.11

    SAP AG 2001

    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.

    (C) *P # LO100 11

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    3.12

    SAP AG 2001

    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.

    (C) *P # LO100 12

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    3.13

    SAP AG 2001

    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.

    (C) *P # LO100 13

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    3.14

    SAP AG 2001

    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.

    (C) *P # LO100 1!

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    3.15

    SAP AG 2001

    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.

    (C) *P # LO100 1$

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    3.1"

    SAP AG 2001

    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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    3.1+

    SAP AG 2001

    ;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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    3.1

    SAP AG 2001

    ;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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    3.1

    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

    (C) *P # LO100 18

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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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    (C) *P # LO100 2!

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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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    4

    SAP AG 1999

    ?unctional locations

    6/uip#ent

    3ills o! #aterial

    &echnical O"5ects

    Contents8

    (C) *P # LO100 1

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    4.2

    SAP AG 1999

    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

    (C) *P # LO100 2

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    4.3

    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

    (C) *P # LO100 3

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    4.4

    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.

    (C) *P # LO100 $

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    4."

    SAP AG 1999

    ?unctional locations

    6/uip#ent

    3ills o! #aterial

    &echnical O"5ects8 ?unctional Locations

    (C) *P # LO100

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    4.+

    SAP AG 1999

    &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.

    (C) *P # LO100 4

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    4.

    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

    (C) *P # LO100 6

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    4.

    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=).

    (C) *P # LO100 8

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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).

    (C) *P # LO100 10

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    4.11

    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.

    (C) *P # LO100 11

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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

    (C) *P # LO100 12

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    4.13

    SAP AG 1999

    ?unctional locations

    6/uip#ent

    3ills o! #aterial

    &echnical O"5ects8 6/uip#ent

    (C) *P # LO100 13

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    4.14

    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.

    (C) *P # LO100 1!

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    4.15

    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

    (C) *P # LO100 1$

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    4.1"

    SAP AG 1999

    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.

    (C) *P # LO100 1

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    4.1+

    SAP AG 1999

    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&.

    (C) *P # LO100 14

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    4.1

    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.

    (C) *P # LO100 16

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    4.1

    SAP AG 1999

    :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&.

    (C) *P # LO100 18

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    4.20

    SAP AG 1999

    ?unctional locations

    6/uip#ent

    3ills o! #aterial

    &echnical O"5ects8 3ills o! Material

    (C) *P # LO100 20

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    4.21

    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.

    (C) *P # LO100 21

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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