PM Customisation
PM Customisation
Version: 1.0
Date: 01/04/2004
Plant Maintenance
Customization Document
Client:
PRECOT Mills Ltd.,
COIMBATORE 18
INDIA
Consultant - SISL
Core Team
Vijayakumar
Memb
Balamurugan
ers
Ashok
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Partners.....................................................................................................................................75
Define Partner Determination Procedure and Partner Functions..............................................75
Notification Processing..........................................................................................................77
Response Time Monitoring....................................................................................................77
Define Priorities...........................................................................................................................77
Additional Functions..............................................................................................................79
Define Action Box.........................................................................................................................79
Maintenance and Service Orders........................................................................................81
Functions and Settings for Order Types............................................................................81
Configure Order Types.................................................................................................................81
Configure Number Ranges...........................................................................................................84
Assign Order Types to Maintenance Plants.................................................................................86
Assign Inspection Types to Maintenance Order Types.................................................................88
Define Default Value for Planning Indicator for each Order Type..............................................89
Create Default Value Profile for External Procurement..............................................................90
Define Default Order Types to Maintenance Items......................................................................91
Control Key...............................................................................................................................93
Maintain Default Values for Control Keys for Order Types.........................................................93
Maintenance Activity Type....................................................................................................93
Define Maintenance Activity Types..............................................................................................93
Assign Valid Maintenance Activity Types to Maintenance Order Type........................................94
Default Values for Maintenance Activity Types to Maintenance Order Types.............................96
Define Change Docs, Collective Purc. Req. Indicator.................................................................96
Availability Check for Material, PRTs and Capacities..................................................97
Define Checking Rules.................................................................................................................97
Define Scope of Check..................................................................................................................98
Define Inspection Control............................................................................................................99
General Data..........................................................................................................................101
Define Default Values for Component Item Categories.............................................................101
Define Account Assignment Category and Document Type.......................................................103
Define Default Values for Units of Operation............................................................................104
User Status for Orders.........................................................................................................104
Define Status Profile..................................................................................................................104
Assign User Status to Order Types.............................................................................................104
Define Field Selection for Order Header Data.............................................................105
Define Field Selection for Order Header Data and Reference Object......................................105
Completion Confirmations..................................................................................................106
Define Control Parameters for Completion Confirmations.......................................................106
Define Causes for Variances......................................................................................................108
Information Systems for Plant Maintenance..................................................................109
Assign Value Categories to Maintenance Cost Key Figures......................................................109
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General Settings
Maintain Calendar
Version Management:
Date
Version
Description
Changed by
Use:
The public holiday and factory calendar is a central module in the SAP System. It is used in many
areas (e.g. in Logistics and in Human Resources) in the standard version.
A factory calendar is allocated to your plant via another Customizing function.
The calendar system consists of the following components:
Public holidays
Definitions for public holidays: Calculation rule for date, Religious denomination etc.
Factory calendar
Definition of workdays including special regulations, under the assignment of a particular
public holiday calendar.
Active settings:
The following are the calendars defined for PRECOT:
Factory Calendars with Sunday as Working Day
Factory Cal.ID
Description
C1
PRECOT Central Office Calendar
MI
MIL Factory Calendar
PA
Precot A Factory Calendar
PB
Precot B Factory Calendar
PC
Precot C and D Factory Calendar
PW
Precot Weaving and PP Factory Calendar
Factory Calendars With Sunday as Holiday
Z1
Precot A Factory Calendar
Z2
Precot B and STPB Factory Calendar
Z3
Precot C and D Factory Calendar
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Holiday cal. ID
P0
MI
PA
PB
PC
PW
PA
PB
PC
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ZM
ZW
Remarks:
Precot Central Office Calendar was given validity period from 2003 to 2010 and all other Calendars
are given the validity of 30 years i.e. 2000 to 2030. If required every year maintain a validity of 30
years. Check whether all the definitions for public holidays and public holiday rules that you need
are available in the system. If necessary, maintain the public holiday definitions and copy them to
new or existing public holiday rules.
Enterprise Structure
Definition
Logistics - General
Define Plant
Version Management:
Date
Version
Description
Changed by
Use:
The plant is an operating area or branch within a company.
The plant is embedded in the organizational structure as follows:
The plant is assigned to a single company code. A company code can have several plants.
Several storage locations in which material stocks are managed can belong to a plant.
A single business area is assigned to a plant and to a division.
Active settings:
Following are the Plants defined which are required for Plant Maintenance.
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Plant Code
Plant Name
Address
Company Code
1000
1000
Coimbatore
1001
Kanjikode, Kerala
1002
Hindupur, AP
1003
Walayar, Kerala
1004
Walayar, Kerala
1005
1021
Hindupur, AP
Gowribidanur,
Karnataka
1051
Pollachi, TN
1061
Perundurai, TN
2001
Chavadi, TN
7001
Pollachi, TN
1000
1000
1000
1000
1000
1000
1000
1000
2000
7000
Remarks:
--NIL-Define Locations
Version Management:
Date
Version
Description
Changed by
Use:
In this step you define locations within a plant.
A location allows a plant to be classified according to spatial or situation criteria.
The following master data objects can be assigned to these locations:
Asset master records of Asset Management
Pieces of equipment
Functional locations
Work centers
Production resources/tools
Locations are used for informative assignment only. You can only use locations to structure a
matchcode or as parameter criteria in reporting. You cannot derive any functionality from locations
in terms of hierarchies, etc
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Active settings:
Plant
1001
1001
1001
1001
1001
1002
1002
1002
1002
1002
1003
1003
1003
1003
1003
1004
1004
1004
1004
1004
Plant
2001
2001
2001
2001
2001
2001
7001
7001
7001
7001
7001
Location
ADMN
AUX
DLG
GSG
RLG
WDG
ADMN
AUX
FNG
PRP
SPG
1000
Plant
Location
Location Name
1005
ADMN
Administration
1005
1005
1005
1021
1021
1021
1021
1021
1051
1051
1051
1051
1051
1051
1061
1061
1061
1061
1061
AUX
DLG
WDG
ADMN
AUX
DRY
DYG
WDG
ADMN
AUX
FNG
INS
PRP
WVG
ADMN
AUX
DRY
DYG
WDG
Auxiliaries
Doubling
Winding
Administration
Auxiliaries
Drying
Dyeing
Winding
Administration
Auxiliaries
Finishing
Inspection
Preparatory
Weaving
Administration
Auxiliaries
Drying
Dyeing
Winding
Location Name
Administration
Auxiliaries
Doubling
Gassing
Reeling
Winding
Administration
Auxiliaries
Finishing
Preparatory
Spinning
Remarks:
Precot Plants are structured into various locations based on the work performed in that section.
Plant Maintenance
Maintain Maintenance Planning Plant
Version Management:
Date
Version
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Description
Changed by
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Use:
You can define your maintenance planning plants in this step.
The maintenance planning plants must first have been created as normal plants. If all the plants in
your organizational structure are also maintenance-planning plants, then you must include each of
these plants as a maintenance planning plant.
You should then always use maintenance planning plants if the maintenance planning is carried out
centrally for several plants in one plant. If, from a PM perspective, each plant stands alone, then each
plant is also its own planning plant.
Maintenance Planning Plants is used by the system to differentiate between a Centralized Planning
and De-Centralized Planning.
Active settings:
Plant Code
Plant Name
Address
Company Code
1000
1000
Coimbatore
1001
Kanjikode, Kerala
1002
Hindupur, AP
1003
Walayar, Kerala
1004
Walayar, Kerala
1005
1021
Hindupur, AP
Gowribidanur,
Karnataka
1051
Pollachi, TN
1061
Perundurai, TN
2001
Chavadi, TN
7001
Pollachi, TN
1000
1000
1000
1000
1000
1000
1000
1000
2000
7000
Remarks:
In Precot scenario all the plants have their own individual Maintenance Planning division. i.e.,
Decentralized Planning. Therefore all the plants are defined as individual Planning Plants.
Assignment
Logistics - General
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Description
Changed by
Use:
In the step "Assign plant to company code", you assign each plant to a company code.
A plant can only belong to one company code.
Active settings:
Remarks:
--NIL--
Plant Maintenance
Assign Maintenance Planning Plant to Maintenance Plant
Version Management:
Date
Version
Description
Changed by
Use:
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In the step "Assign maintenance planning plant to maintenance plant ", you can assign planning
plants to maintenance plants. You must assign a planning plant to each maintenance plant.
Active settings:
Plant Maintenance Plant
Plant Maintenance Planning Plant
1000 Precot-CO
1000 Precot-CO
1001 Precot Mills Ltd
1001 Precot Mills Ltd
1002 Precot-B Unit
1002 Precot-B Unit
1003 Precot Mills Ltd
1003 Precot Mills Ltd
1004 Precot Mills Ltd
1004 Precot Mills Ltd
1005 Precot-STPB
1005 Precot-STPB
1021 Precot-K Unit
1021 Precot-K Unit
1051 Precot-W Unit
1051 Precot-W Unit
1061 Precot-P Unit
1061 Precot-P Unit
2001 STPL-D Unit
2001 STPL-D Unit
7001 Meridian Industries Ltd. 7001 Meridian Industries Ltd.
Remarks:
--NIL--
Description
Changed by
Use:
This section explains how to adapt general SAP status management to your requirements.
Management of the different statuses in the SAP System is divided up according to system status
and user status.
System status
The SAP System contains in a central table a basic store of statuses that are valid for all applications
and can be used by all applications.
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These statuses are maintained by SAP and cannot be changed. They are referred to as system
statuses.
You can define your own status profiles in the IMG activity Define Status Profiles. Every status
profile must be allocated to at least one object.
Equipment
Functional locations
Maintenance notifications
Maintenance orders
Active settings:
Following are the user statuses defined.
Status Profile
EQSTATUS
FLSTATUS
ORDSTATS
Text
PML Equipment User Status
Function Location User Status
PM Order Status
Language
EN
EN
EN
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Remarks:
--NIL-Define Currency for Maintenance Statistics
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Version Management:
Date
Version
Description
Changed by
Use:
In this step, you can define the currency in which plant maintenance statistical data is to be managed.
When specifying the currency for maintenance statistics, the following points should be considered.
The selected currency is valid for the whole client.
All the fields in plant maintenance that are currency-dependent and that go into the statistical data are
automatically translated into the currency for the statistics.
The date with which the exchange rate is calculated is determined by the system on the basis of the
field and cannot be changed. For example, the acquisition date of a piece of equipment is taken as a
basis for the conversion of the acquisition value. For the conversion of the value fields of a
maintenance order, the order creation date is taken as basis.
Active settings:
Statistics Currency
INR
Short Text
Rupee
Remarks:
--NIL--
Description
Changed by
Use:
In this step, you define measuring point categories. You always need measuring point categories if
you want to record measurement or counter readings for readings for equipment or functional
locations.
Measurement point categories define whether a Measurement item is unique.
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You can use the uniqueness check for the measurement items to prevent that a measurement item
is defined multiple times for each object. The uniqueness can also be checked at client level.
You can also use catalogs to enter measurement and counter readings
Catalogs can be used to define permissible values for a measuring point that you select when
recording a measurement reading using the catalog hierarchy.
You can then use this function when you want to predefine qualitative or descriptive
measurement readings in catalogs, or if you also want to use these predefined values when
entering counter readings.
Active settings:
Measuring Point Category
Description
Measuring Point Uniqueness
Catalog Type
Measurement Rge Message
Tol period(sec)
M
MeasPoint(general)
2
P
W
20
V
General Usage
2
P
W
Remarks:
--NIL-Create Number Ranges for Measuring Points
Version Management:
Date
Version
Description
Changed by
Use:
In this step you define number ranges for measuring points.
As the numbers for measuring points are assigned internally, you should work with the standard
settings. If you want to make changes, you should always use number range 01.
1. Define number ranges for the measuring points.
2. If necessary, change the standard settings.
To do this, use number range 01.
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Active settings:
Remarks:
Used Internal Number Assignment
Create Number Ranges for Measuring Documents
Version Management:
Date
Version
Description
Changed by
Use:
In this step you define number ranges for measurement documents.
As the numbers for measurement documents are assigned internally, you should work with standard
settings. If you want to make changes, you must always use number range 01.
1. Define the number ranges for the measurement documents.
2. If necessary, change the standard settings.
To do this, use number range 01.
Active settings:
Remarks:
Used Internal Number Assignment
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Guarantees
Define Warranty Types
Version Management:
Date
Version
Description
Changed by
Use:
In this section, you can define your own warranty types.
Each warranty type must be allocated to a warranty category.
You can use several warranty types for a warranty category to distinguish, for example, manufacturer
warranties from vendor warranties.
Standard settings
When creating the warranty types, you will see some fields, which are not ready for input. These
fields are reserved for future developments and cannot, at present, be maintained.
Activities
Warranty type 3 of Annual Maintenance Contract to the Vendor / Contractor is created especially for
Precot scenario.
Active settings:
Remarks:
--NIL-18-Oct-2016
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Description
Changed by
Use:
In this step, you can define number ranges for the individual warranty types.
You have the following options for assigning numbers:
Internal number assignment
With internal number assignment, numbers are assigned automatically by the SAP system. The
number range 01 must be created.
External number assignment
With external number assignment, the user assigns numbers manually. The number range 02 must be
created.
Active settings:
Remarks:
--NIL--
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Description
Changed by
Use:
In this step you can define warranty counters and specify one warranty counter as a default counter.
This counter will be copied automatically when you create a master warranty.
You must make these settings when you set up performance based warranties.
Activities
Define the warranty counters.
Additional information
It is possible to transport settings into another client or SAP system, but remember that this should be
done only if the characteristics in the target system correspond exactly to the characteristics defined
here.
Active settings:
Remarks:
--NIL
Technical Objects
General Data
Define Type of Technical Objects
Version Management:
Date
Version
Description
Changed by
Use:
In this step, you define the types of technical objects.
You can assign each piece of equipment and each functional location to a technical object type. This
allows pieces of equipment that have the same use, for example, to be combined into groups.
You can use this grouping for evaluating your master data or maintenance data.
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Activities
Assign a key and a description for each type of technical object.
Active settings:
Object Type
ACWINDER
AXIFLOW
B2BSIZING
BALEPRESS
BATCHTABLE
BDT
CBR
CDG
CMP
COMPUTER
CONDENSER
CTRLPANEL
CURING
DBBOARD
DLG
DLW
DOBBY
DRF
DRGIN
DRYER
DUCT
DUSTEX
DYG
ELECTRICAL
ERM
ETP
FFS
FOLDINGMC
GENSET
GSG
HUM
HYDRO
INSPTABLE
LFR
LIGHTING
LOOM
MAXIFLOW
Description
Autoconer
Axiflow
Beam to Beam Sizing
Bale press
Batching Table
Blendomat
Comber
Carding
Compressor
Computer
Condenser
Control panel
Slow Rotation Stn.
Distribution Board
Doubling m/c
Doubler Winder
Dobby
Draw Frame
Drawing - In
Dryer
Duct line
Dustex
Dyeing machine
Electrical
ERM
ETP
FF sorter
Folding
Generator
Gassing
Humudification plant
Hydro Extractor
Inspection Table
Lap Former
Lighting
Weaving
Maxiflow
Object Type
MBO
MCWINDER
MONO
OES
OHTC
PKG
POSTDRG
PREDRG
PRESHRINK
QAD
RC
RF
RLG
SECWARPER
SFY
SINGINGMC
SIZKITCHEN
SMX
SPW
STENTER
STEPCLNR
STMBLR
STRAIGHTNR
SYARNSZG
TFO
THRBLR
TOOLS
TRANSFRMR
UNIMIX
WASHMC
WASTEOMAT
WASTOMAT
WDGHEAD
WEFTACUMLR
WRS
WSP
Description
MBO
Manual windwr
Mono Cylinder
Openendspg
OHTC
Packing Instruments
Postcomber drawing
Precomber drawing
Pre-Shrinking
Quality Department
Roller Covering m/c
Ringframe
Reeling
Sectional Warper
Safety Equipment
Singing Machine
Size Kitchen
Simplex
Soft Package winding
Stenter
Step Cleaner
Steam Boiler
Straightning Device
Single End Sizing
Two for One Twister
Thermic Boiler
Tools
Transformer
Unimix
Washing machine
Wasteomat
Wastomat
AC spindle
Weft Accumulator
Waste Recovery Sys.
Water Softning Plant
Remarks:
--NIL-Define Plant Sections
Version Management:
Date
Version
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Description
Changed by
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Use:
You define your plant sections in this step.
The plant section enables you to subdivide the maintenance plant from the point of view of
production responsibility.
The person responsible for the plant section is the contact for coordination between
production and plant maintenance.
The plant section can be used for evaluation purposes.
Every piece of equipment and functional location can be assigned to a plant section.
You can also specify a plant section when processing maintenance tasks.
Active settings:
Plant Plant Section
Description
1000
10Corporate Offi
1001ADM
Admin & IS
1001BRM
Blow Room mach
1001CBR
Comber
1001CDG
Carding
1001CMP
Compressor
1001DLG
Doubling
1001DRF
Drawing
1001ELE
Electrical
1001GEN
Generator
1001HUM
Humidification
1001LFR
Lap Former
1001MEC
Mechanical
1001OES
Open End Spinn
1001PKG
Packing m/c
1001QAD
QAD
1001RFS
Ring Frame
1001SFY
Safety Equipme
1001SMX
Simplex
1001TEC
Technical Offi
1001TFO
Two-OneTwister
1001WDG
Winding
1001WRK
Work Shop
1001WRS
Waste recovery
1002ADM
Admin & IS
1002BRM
Blow Room mach
1002CBR
Comber
1002CDG
Carding
1002CMP
Compressor
1002DLG
Doubling
1002DRF
Drawing
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Plant
Plant Section
Description
1005WDG
Winding
1005WRK
Work Shop
1021ADM
Admin & IS
1021BLR
Boiler
1021CMP
Compressor
1021DRY
Drying
1021DYG
Dyeing
1021ELE
Electrical
1021ETP
ETP
1021GEN
Generator
1021LAB
Development La
1021MEC
Mechanical
1021PKG
Packing m/c
1021QAD
QAD
1021SFY
Safety Equipme
1021TEC
Technical Offi
1021WDG
Winding
1021WRK
Work Shop
1021WSP
Water Softenin
1051ADM
Admin & IS
1051BLR
Boiler
1051CMP
Compressor
1051DRG
Drawing - In
1051ELE
Electrical
1051ETP
Effluent Treat
1051FNG
Finishing
1051GEN
Generator
1051HUM
Humidification
1051INS
Inspection
1051LAB
Developmt Lab
1051MEC
Mechanical
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1002ELE
1002GEN
1002HUM
1002LFR
1002MEC
1002OES
1002PKG
1002QAD
1002RFS
1002SFY
1002SMX
1002TEC
1002WDG
1002WRK
1002WRS
1003ADM
1003BRM
1003CBR
1003CDG
1003CMP
1003DLG
1003DRF
1003ELE
1003GEN
1003HUM
1003LFR
1003MEC
1003OES
1003PKG
1003QAD
1003RFS
1003SFY
1003SMX
1003TEC
1003WDG
1003WRK
1003WRS
1004ADM
1004BRM
1004CBR
1004CDG
1004CMP
1004DLG
1004DRF
1004ELE
1004GEN
1004HUM
1004LFR
1004MEC
1004OES
1004PKG
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Electrical
Generator
Humidification
Lap Former
Mechanical
Open End Spinn
Packing m/c
QAD
Ring Frame
Safety Equipme
Simplex
Technical Offi
Winding
Work Shop
Waste recovery
Administration
Blow Room
Comber
Carding
Compressor
Doubling
Drawing
Electrical
Generator
Humidification
Lap Former
Mechanical
Open End Spinn
PackingEquipmt
Quality
Ring Frame
Safety Equipmt
Simplex
Technical Offi
Winding
Work Shop
Waste Recovery
Admin & IS
Blow Room Mach
Comber
Carding
Compressor
Doubling
Drawing
Electrical
Generator
Humidification
Lap Former
Mechanical
Open End Spinn
PackingEquipmt
1051PKG
1051QAD
1051SFY
1051SZG
1051TEC
1051WDG
1051WRK
1051WRP
1051WSP
1051WVG
1061ADM
1061BLR
1061CMP
1061DRY
1061DYG
1061ELE
1061ETP
1061GEN
1061LAB
1061MEC
1061PKG
1061QAD
1061SFY
1061TEC
1061WDG
1061WRK
1061WSP
2001ADM
2001CMP
2001DLG
2001ELE
2001GEN
2001GSG
2001HUM
2001MEC
2001PKG
2001QAD
2001RLG
2001SFY
2001TEC
2001WDG
2001WRK
2001WRS
7001ADM
7001BRM
7001CBR
7001CDG
7001CMP
7001DLG
7001DRF
7001ELE
PackingEquipmt
Yarn Test Lab
Safety Equipmt
Sizing
Technical Offi
Winding
Work Shop
Warping
Water Soft Plt
Weaving
Admin & IS
Boiler
Compressor
Drying
Dyeing
Electrical
ETP
Generator
Development La
Mechanical
Packing m/c
QAD
Safety Equipme
Technical Offi
Winding
Work Shop
Water Softenin
Admin & IS
Compressor
Doubling
Electrical
Generator
Gassing
Humidification
Mechanical
PackingEquipmt
Yarn Test Lab
Reeling
Safety Equipmt
Technical Offi
Winding
Work Shop
Waste Recovery
Admin & IS
Blow Room Mach
Comber
Carding
Compressor
Doubling
Drawing
Electrical
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1004QAD
1004RFS
1004SFY
1004SMX
1004TEC
1004WDG
1004WRK
1004WRS
1005ADM
1005CMP
1005ELE
1005GEN
1005MEC
1005PKG
1005QAD
1005SFY
1005TEC
Quality
Ring Frame
Safety Equipmt
Simplex
Technical Offi
Winding
Work Shop
Waste Recovery
Admin & IS
Compressor
Electrical
Generator
Mechanical
Packing m/c
QAD
Safety Equipme
Technical Offi
7001GEN
7001HUM
7001LFR
7001MEC
7001OES
7001PKG
7001QAD
7001RFS
7001RLG
7001SFY
7001SMX
7001TEC
7001TFO
7001WDG
7001WRK
7001WRS
Generator
Humidification
Lap Former
Mechanical
Open End Spinn
PackingEquipmt
Quality
Ring Frame
Reeling
Safety Equipmt
Simplex
Technical Offi
2for 1 Twister
Winding
Work Shop
Waste Recovery
Description
Changed by
Use:
This step allows you to define maintenance planner groups.
Planner groups or maintenance planning groups must be defined separately for each maintenance
planning plant.
Depending on the size and structure of your company, a maintenance-planning group may be an
individual department (for central work preparation), a group of skilled craftsmen or a workshop.
Every piece of equipment and functional location can be allocated to a maintenance-planning group.
Maintenance planning groups can also be used for evaluation purposes.
You must also specify a maintenance-planning group when processing maintenance tasks.
Active settings:
Planning Plant
1000
1001
1001
1001
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Planner Group
10
10
20
30
Name
Corporate Office
Mechanical
Electrical
Civil
Planning Plant
1021
1021
1021
1021
Planner Group
10
20
30
40
Name
Mechanical
Electrical
Civil
Service
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1001
1002
1002
1002
1002
1003
1003
1003
1003
1004
1004
1004
1004
1005
1005
1005
1005
40
10
20
30
40
10
20
30
40
10
20
30
40
10
20
30
40
Service
Mechanical
Electrical
Civil
Service
Mechanical
Electrical
Civil
Service
Mechanical
Electrical
Civil
Service
Mechanical
Electrical
Civil
Service
1051
1051
1051
1051
1061
1061
1061
1061
2001
2001
2001
2001
7001
7001
7001
7001
10
20
30
40
10
20
30
40
10
20
30
40
10
20
30
40
Mechanical
Electrical
Civil
Service
Mechanical
Electrical
Civil
Service
Mechanical
Electrical
Civil
Service
Mechanical
Electrical
Civil
Service
Remarks:
--NIL-Define ABC Indicators
Version Management:
Date
Version
Description
Changed by
Use:
You can define your 'ABC indicators' with this step.
You can form object categories by means of the ABC indicator.
The characteristics of the ABC indicator can be used as a selection criterion in evaluations.
You can determine which particular values are to be valid as ABC indicators and the meaning that is
given to these values.
The ABC indicator can be entered in equipment as well as functional locations.
Active settings:
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Remarks:
--NIL-Define Authorization Groups
Version Management:
Date
Version
Description
Changed by
Use:
In this Customizing activity, you define authorization groups for your technical objects.
Authorization groups are used to categorize similar objects from the point of view of authorizations.
Example
In Precot we have two maintenance departments, Preparatory and Spinning. There is a series of
equipment in the system for both departments. You want to ensure that a user 'A' may only process
equipment of the Preparatory section, and a user 'B' may only process equipment from the Spinning
section.
To do this, define two authorization groups and assign these to the two users 'A' and 'B' in their user
master record.
The equipment must also be assigned to the two authorization groups.
The two users can then only process objects from their own user department.
Notes
If no authorization group is entered in an object, the check is not carried out. If this is the case, the
user may process any object.
Active settings:
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Remarks:
In Precot we have not restricted any user for one particular department. Its not practically possible as
the same user login is used by a group of users. So any user can process any equipment.
Set View Profiles for Technical Objects
Version Management:
Date
Version
Description
Changed by
Use:
This Customizing activity allows you to create individual screens for technical objects.
The data fields for the technical objects are sorted by contents, so-called screen groups. You can
define one or more view profiles for each screen group, for example, equipment.
Each view profile enables you to assign pre-grouped and accompanying data fields to individual
screen templates.
These screen templates can be labeled individually using tab pages.
For example, these screens are defined for Equipment Category:
General data
Location data
Organizational data
Structure data
Additional data 1 (Warranties & Partners)
Additional data 2 (Class & Documents)
To make the tab pages visible in the maintenance transactions, they must be labeled as active.
You can assign a view profile to each equipment category or functional location category.
Active settings:
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Remarks:
Used Standard Screen settings for the Functional Location Category.
Functional Locations
Create Structure Indicator for Functional Locations
Version Management:
Date
Version
Description
Changed by
Use:
In this step, you can define your structure indicators for functional locations. The structure
indicator determines the edit mask and the number of the hierarchy levels when you create functional
location structures. The edit mask describes the structure that the identification of a functional
location is to have. The mask must consist of at least one character, which cannot be a separator.
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An edit mask generally consists of several blocks of characters, which are clearly marked at the end
by the number of a hierarchy level. In addition, separators can visually divide the individual blocks
from one another.
You can use the following signs when structuring the block:
"A" only letters can be entered
"N" only numbers can be entered
"X" both numbers and letters can be entered
"S" numbers, letters, and special characters can be entered
The following special characters are allowed:
&()+,./:;<=>
The following signs can be used to divide the blocks:
-hyphen, + plus sign, / slash, ' ' blank, . period, _ underscore, = equals sign, ; semicolon
: colon
Field can define the characters allowed.
Once a functional location already exists for a particular structure indicator, you receive a warning
when you change the edit mask.
Active settings:
Remarks:
We have Defined Six levels Edit mask of Structure Indicator for Precots Functional Location
hierarchies.
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Version Management:
Date
Version
Description
Changed by
Use:
You can create different functional location categories in this step.
You can define the following for each functional location category:
Status profile
Partner determination procedure
Default value for measuring point categories
Field selection
Whether change documents are created
A key defining the appearance of the dialog box for the object information.
Note for the allocation of the partner determination procedure
When you allocate a partner determination procedure, you only define the possible partner functions.
If you have defined mandatory functions in a partner determination procedure, the system tries to
assign values to the mandatory partner functions (e.g. a vendor number).
Partner functions that are not identified as mandatory roles in the partner determination procedure are
not assigned values by the application programs.
Active settings:
Remarks:
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No special Functional Location Category is defined for Precot, only the Standard Category Mis
used.
Equipment
Equipment Categories
Maintain Equipment Category
Version Management:
Date
Version
Description
Changed by
Use:
In this IMG activity you define the description for an equipment category This allows you to
control which basic characteristics a corresponding equipment master record should have.
The following control characteristics are available:
Assigning a reference category (used particularly for defining the history-relevant fields of
an equipment master record)
Speaking description of the equipment category through the specification of a short text
Forbidding alphanumeric numbers for external number assignment.
Activation of change documents for tracing changes to the master data
Triggering certain Workflow-events for master data maintenance
Assigning a view profile for the master data maintenance
Defining synchronization between material number and construction type.
Activities
1. Assign the indicators for your equipment categories.
2. Enter the descriptions for your equipment categories.
3. Assign a reference category to each equipment category.
Active settings:
Remarks:
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Description
Changed by
Use:
In this step you can define the number assignment category in the step equipment categories. You
must allocate a unique number for each equipment master record.
You have the following options:
Internal number assignment
In this case, the SAP System assigns the numbers.
External number assignment
In this case, the user assigns the numbers.
You can define both an internal and an external number range for each equipment category. The
same number ranges can be shared by several equipment categories.
Recommendation
SAP recommends that you use internal number assignment.
As you can select pieces of equipment according to different criteria using matchcodes, you do not
need to use a descriptive external number as a general rule.
Activities
1. Define the number assignment category (internal and/or external) for each equipment category.
2. Set up a group for each different number interval.
3. Define the number interval for each group.
4. Allocate each equipment category to a group.
Active settings:
Equipment Categories C E M P S are allocated to Standard Number Range Group and Q is allocated
to Quality Department Equipment Number Range Group.
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Remarks:
In Precot as recommended only internal number range intervals are used for Equipment.
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Description
Changed by
Use:
In this step you define for each equipment category, whether the installation of a piece of
equipment is allowed at a functional location.
You only need to edit this step if you use functional locations.
Activities
You have the option of defining for each equipment category whether the installation of equipment at
a functional location is allowed.
Active settings:
Remarks:
Only Equipment Category of type P is restricted for installing in Functional Locations.
Equipment
Assign User Status Profile to Equipment Category
Version Management:
Date
Version
Description
Changed by
Use:
You can allocate a status profile to each equipment category in this step.
Notes
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You should only use different status profiles for the individual equipment categories when this is
necessary from the viewpoint of your processes, for example, because you are dealing with
completely different device categories.
If you are using different status profiles for different equipment that is administered by the same
users, there is a risk that the status maintenance will be unclear, owing to a high number of internally
defined statuses and next statuses.
Activities
Check that the standard system status fulfills your requirements.
You should only define a user status if the number or level of detail of the system status does not
conform to your requirements.
If necessary, assign a user status profile to each equipment category.
Active settings:
Remarks:
User status profiles are defined for Equipment. But no user status is assigned by default for any of
the Equipment Categories in Customization. If found necessary for a particular equipment only then
assign the user status profile in its master data.
Caution:
If not required, the User Status Profile once assigned and saved in any equipment master is
not possible to delete.
Description
Changed by
Use:
In this IMG activity, you can make the settings for maintenance plan categories.
You can use the maintenance plan categories to control different business processes for maintenance
planning. The functions for maintenance plans can be used, for example, for generating:
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Maintenance notifications
Maintenance orders
Service entry sheets (purchasing)
Service procurement
Inspection lots
Since this involves different business processes, different screens are also required.
It is recommend that the screen numbers should not be changed.
However, in the field Category, you can choose a screen for processing. This is the screen for
maintaining reference objects for the maintenance plans. Reference object is understood to cover the
material, equipment, functional location or other objects, for which you create the maintenance plan.
You can also use this IMG activity to control the separate completion of the maintenance call date
and the document writing for maintenance plans.
Recommendation
The maintenance of new entries is not necessary. If you have already used the maintenance plans in
an earlier version, you should not change the entry 'PM', QM.
Active settings:
Remarks:
Maintenance Plan Categories PM, NO and QM are defined for Precot scenarios.
Define Number Ranges for Maintenance Plans.
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Version Management:
Date
Version
Description
Changed by
Use:
In this step, you define the type of number assignment for the maintenance plans.
Every maintenance plan must be identified by a unique number.
You can define a number range for both external and internal number assignment for maintenance
plans. For this, you have the following options:
Internal number assignment
In this case, numbers are assigned by the SAP System. A number range must be selected for internal
number assignment.
External number assignment
In this case, the user assigns the numbers manually. A number range must be selected for
external number assignment
When numbers are assigned externally, numbers that are purely numerical are checked for validity
against the number range.
Activities
Create the relevant number range according to whether an internal or an external number assignment
is made.
Active settings:
Defined Number Range Groups
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Remarks:
Only internal number ranges are defined for all Maintenance Plan Categories.
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Version Management:
Date
Version
Description
Changed by
Use:
In this step, you define the number interval for the maintenance items.
Default settings
In the standard SAP R/3 System, the number range is defined with internal number assignment.
In the standard system, there are two number ranges:
01 for internal number assignment
02 for external number assignment
Note
A number range is used for the maintenance items. You can change the number range.
Recommendation
You are advised to work with the default settings because maintenance items are not usually selected
with significant numbers.
Active settings:
Remarks:
--NIL-Define Sort Fields for Maintenance Plans
Version Management:
Date
Version
Description
Changed by
Use:
In this step, you can define sort fields for the maintenance plan.
You can assign the sort field in the maintenance plan, which facilitates the selection and grouping of
maintenance plans.
Example
You have created a large number of maintenance plans. For maintenance plan scheduling using
deadline monitoring, you would like to restrict the maintenance plans that are to be scheduled, for
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example, to all maintenance plans of a certain plant. You can do this by assigning the plant number
as the sort field. This enables you to perform plant-related deadline monitoring.
Recommendation
Many customers who have large numbers of maintenance plans and several plants consider the plantrelated scheduling of maintenance plans to be a desirable function. As you cannot specify a plant key
in the maintenance plan header, you can define a freely definable selection field with the help of a
sort field.
You should consider and assign this sort field from the point of view of grouping and selection,
particularly for maintenance plan scheduling.
Active settings:
Maintenance Plan
Sort field
Description
1001ADM
Admin & IS -PA
1001BRM
Blow Room machines -PA
1001CBR
Comber-PA
1001CDG
Carding-PA
1001CMP
Compressor-PA
1001DLG
Doubling-PA
1001DRF
Draw Frame-PA
1001ELE
Electrical-PA
1001FNG
Finishing-PA
1001GEN
Generator-PA
1001HUM
Humidification Plant-PA
1001LFR
Lap Former-PA
1001MEC
Mechanical-PA
1001PKG
Packing m/c-PA
1001PRP
Preparetory-PA
1001QAD
QAD-PA
1001RFS
Ring Frame -PA
1001SFY
Safety Equipment-PA
1001SMX
Simplex-PA
1001SPG
Spinning-PA
1001TEC
Technical Office-PA
1001WDG
Winding-PA
1001WRS
Waste rec.system-PA
1002ADM
Admin & IS -PB
1002BRM
Blow Room machines-PB
1002CBR
Comber-PB
1002CDG
Carding-PB
1002CMP
Compressor-PB
1002DLG
Doubling-PB
1002DRF
Draw Frame-PB
1002ELE
Electrical-PB
1002FNG
Finishing-PB
1002GEN
Generator-PB
1002HUM
Humidification Plant-PB
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Maintenance Plan
Sort field
1005SFY
1005TEC
1005WDG
1005WRS
1021ADM
1021BLR
1021CMP
1021DYG
1021ELE
1021ETP
1021FNG
1021GEN
1021LAB
1021MEC
1021PKG
1021QAD
1021SFY
1021TEC
1021WDG
1021WSP
1051ADM
1051BLR
1051CMP
1051DRG
1051ELE
1051ETP
1051FNG
1051GEN
1051HUM
1051LAB
1051MEC
1051PKG
1051PRP
1051QAD
Description
Safety Equipment-STPB
Technical Office-STPB
Winding-STPB
Waste rec.system-STPB
Admin & IS-PK
Boiler-PK
Compressor-PK
Dyeing-PK
Electrical-PK
ETP-PK
Finishing-PK
Generator-PK
Development Lab-PK
Mechanical-PK
Packing m/c-PK
QAD-PK
Safety Equipment-PK
Technical Office-PK
Winding-PK
Water Soft.Plant-PK
Admin & IS-PW
Boiler-PW
Compressor-PW
Drawing - In-PW
Electrical-PW
ETP-PW
Finishing-PW
Generator-PW
Humidification Plant-PW
Development Lab-PW
Mechanical-PW
Packing m/c-PW
Preparatory-PW
QAD-PW
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1002LFR
1002MEC
1002PKG
1002PRP
1002QAD
1002RFS
1002SFY
1002SMX
1002SPG
1002TEC
1002WDG
1002WRS
1003ADM
1003BRM
1003CBR
1003CDG
1003CMP
1003DLG
1003DRF
1003ELE
1003FNG
1003GEN
1003HUM
1003LFR
1003MEC
1003PKG
1003PRP
1003QAD
1003RFS
1003SFY
1003SMX
1003SPG
1003TEC
1003WDG
1003WRS
1004ADM
1004BRM
1004CBR
1004CDG
1004CMP
1004DRF
1004ELE
1004FNG
1004GEN
1004HUM
1004LFR
1004MEC
1004OES
1004PKG
1004PRP
1004QAD
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Lap Former-PB
Mechanical-PB
Packing m/c-PB
Preparatory-PB
QAD-PB
Ring Frame -PB
Safety Equipment-PB
Simplex-PB
Spinning-PB
Technical Office-PB
Winding-PB
Waste rec.system-PB
Admin & IS -PA-PC
Blow Room machines-PC
Comber-PC
Carding-PC
Compressor-PC
Doubling-PC
Draw Frame-PC
Electrical-PC
Finishing-PC
Generator-PC
Humidification Plant-PC
Lap Former-PC
Mechanical-PC
Packing m/c-PC
Preparatory-PC
QAD-PC
Ring Frame -PC
Safety Equipment-PC
Simplex-PC
Spinning-PC
Technical Office-PC
Winding-PC
Waste rec.system-PC
Admin & IS -PA-PD
Blow Room machines-PD
Comber-PD
Carding-PD
Compressor-PD
Draw Frame-PD
Electrical-PD
Finishing-PD
Generator-PD
Humidification Plant-PD
Lap Former-PD
Mechanical-PD
Open End Spinning-PD
Packing m/c-PD
Preparetory-PD
QAD-PD
1051SFY
1051SZG
1051TEC
1051WDG
1051WRP
1051WRS
1051WSP
1051WVG
1061ADM
1061BLR
1061CMP
1061DYG
1061ELE
1061ETP
1061FNG
1061GEN
1061LAB
1061MEC
1061PKG
1061PRP
1061QAD
1061SFY
1061TEC
1061WDG
1061WSP
2001ADM
2001CMP
2001DLG
2001ELE
2001FNG
2001GEN
2001GSG
2001HUM
2001MEC
2001PKG
2001QAD
2001RLG
2001SFY
2001TEC
2001WDG
2001WRS
7001ADM
7001BRM
7001CBR
7001CDG
7001CMP
7001DLG
7001DRF
7001ELE
7001FNG
7001GEN
Safety Equipment-PW
Sizing-PW
Technical Office-PW
Winding-PW
Warping-PW
Waste rec.system-PW
Water Soft.Plant-PW
Weaving-PW
Admin & IS-PP
Boiler-PP
Compressor-PP
Dyeing-PP
Electrical-PP
ETP-PP
Finishing-PP
Generator-PP
Development Lab-PP
Mechanical-PP
Packing m/c-PP
Preparatory-PP
QAD-PP
Safety Equipment-PP
Technical Office-PP
Winding-PP
Water Soft.Plant-PP
Admin & IS-STPD
Compressor-STPD
Doubling-STPD
Electrical-STPD
Finishing-STPD
Generator-STPD
Gassing-STPD
Humidification Plant-STPD
Mechanical-STPD
Packing m/c-STPD
QAD-STPD
Reeling-STPD
Safety Equipment-STPD
Sizing-STPD
Winding-STPD
Waste rec.system-STPD
Admin & IS -PA-MIL
Blow Room machines-MIL
Comber-MIL
Carding-MIL
Compressor-MIL
Doubling-MIL
Draw Frame-MIL
Electrical-MIL
Finishing-MIL
Generator-MIL
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1004SFY
1004SMX
1004SPG
1004TEC
1004WDG
1004WRS
1005ADM
1005CMP
1005DLG
1005ELE
1005FNG
1005GEN
1005MEC
1005PKG
1005QAD
Safety Equipment-PD
Simplex-PD
Spinning-PD
Technical Office-PD
Winding-PD
Waste rec.system-PD
Admin & IS-STPB
Compressor-STPB
Doubling-STPB
Electrical-STPB
Finishing-STPB
Generator-STPB
Mechanical-STPB
Packing m/c-STPB
QAD-STPB
7001HUM
7001LFR
7001MEC
7001PKG
7001PRP
7001QAD
7001RFS
7001SFY
7001SMX
7001SPG
7001TEC
7001WDG
7001WRS
ADM
Humidification Plant-MIL
Lap Former-MIL
Mechanical-MIL
Packing m/c-MIL
Preparetory-MIL
QAD-MIL
Ring Frame -MIL
Safety Equipment-MIL
Simplex-MIL
Spinning-MIL
Technical Office-MIL
Winding-MIL
Waste rec.system-MIL
Admin & IS
Remarks:
--NIL--
Work Centers
General Data
Define Employees responsible for the Work Centers
Version Management:
Date
Version
Description
Changed by
Use:
In this key, you can store the person or the group of people responsible for maintaining the master
data of a particular work center.
This area of responsibility does not refer to possible planning activities but to the management of the
work center in the sense of parameter maintenance instead.
Active settings:
Plant Person Responsible
Description
Plant Person Responsible
Description
1000 1
Corporate Office
1006 1
Precot - Revathy
1001 1
Manufacturing Head
1021 1
Manufacturing Head
1001 CE
Civil Engineer
1021 CE
Civil Engineer
1001 EE
Electrical Engineer
1021 EE
Electrical Engineer
1001 MO
Maintenance Officer
1021 MO
Maintenance Officer
1001 QAD
Quality Department Head 1021 QAD
Quality Department Head
1002 1
Manufacturing Head
1051 1
Manufacturing Head
1002 CE
Civil Engineer
1051 CE
Civil Engineer
1002 EE
Electrical Engineer
1051 EE
Electrical Engineer
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1002
1002
1003
1003
1003
1003
1003
1004
1004
1004
1004
1004
1005
1005
1005
1005
1005
MO
QAD
1
CE
EE
MO
QAD
1
CE
EE
MO
QAD
1
CE
EE
MO
QAD
Maintenance Officer
Quality Department Head
Manufacturing Head
Civil Engineer
Electrical Engineer
Maintenance Officer
Quality Department Head
Manufacturing Head
Civil Engineer
Electrical Engineer
Maintenance Officer
Quality Department Head
Manufacturing Head
Civil Engineer
Electrical Engineer
Maintenance Officer
Quality Department Head
1051 MO
1051 QAD
1061 1
1061 CE
1061 EE
1061 MO
1061 QAD
2001 1
2001 CE
2001 EE
2001 MO
2001 QAD
7001 1
7001 CE
7001 EE
7001 MO
7001 QAD
Maintenance Officer
Quality Department Head
Manufacturing Head
Civil Engineer
Electrical Engineer
Maintenance Officer
Quality Department Head
Manufacturing Head
Civil Engineer
Electrical Engineer
Maintenance Officer
Quality Department Head
Manufacturing Head
Civil Engineer
Electrical Engineer
Maintenance Officer
Quality Department Head
Remarks:
--NIL--
Task Lists
General Data
Configure Planner Groups
Version Management:
Date
Version
Description
Changed by
Use:
In this step, you can determine the planner groups for each plant. A planner group is responsible for
maintaining task list data.
Do not confuse planner groups with maintenance planner groups.
Active settings:
Plant Planner Group
Description
Plant Planner Group
Description
1000
10Corporate Office Planner 1006
10Revathy plant Planner
1001
10Mechanical
1021
10Mechanical
1001
20Electrical
1021
20Electrical
1001
30Civil
1021
30Civil
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1002
1002
1002
1003
1003
1003
1004
1004
1004
1005
1005
1005
10Mechanical
20Electrical
30Civil
10Mechanical
20Electrical
30Civil
10Mechanical
20Electrical
30Civil
10Mechanical
20Electrical
30Civil
1051
1051
1051
1061
1061
1061
2001
2001
2001
7001
7001
7001
10Mechanical
20Electrical
30Civil
10Mechanical
20Electrical
30Civil
10Mechanical
20Electrical
30Civil
10Mechanical
20Electrical
30Civil
Remarks:
--NIL--
Control Data
Define Number Ranges for General Maintenance Task Lists
Version Management:
Date
Version
Description
Changed by
Use:
You can determine the type of number assignment for the general maintenance task lists in menu
option "General maintenance task list number ranges". Here you have two options:
Internal number assignment
In this case, the SAP System assigns the numbers.
External number assignment
In this case, the user assigns the numbers.
In each case, you can set up an internal and external number range for the general maintenance task
lists.
In precot scenario we have defined External numbering for General Maintenance task list to
differentiate them between plants and are defined as follows.
Spinning
Doubling
SECTION
PA
PB
PC
Preparatory
10011000
10021000
10031000
10041000 70011000
Doubling
Spinning
10012000
10022000
10032000
10042000 70012000
Reeling
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PD
MIL
SECTION STPD
STP B
20011000 10051000
20012000
------
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Finishing
10013000
10023000
10033000
10043000 70013000
Gassing
Electrical
10014000
10024000
10034000
10044000 70014000
Electrical
Mechanical
10015000
10025000
10035000
20015000 10053000
Civil
10016000
10026000
10036000
10046000 70016000
Civil
20016000 10054000
DUMMY TASK
10017000
LIST
10027000
10037000
10047000 70017000
DUMMY
TASK LIST
20017000 10057000
Weaving
Weaving
20013000
------
20014000 10052000
Dyeing
PW
Dyeing
PP
PK
Preparatory
10511000Dyeing
1061100010211000
Weaving
10512000Dryer
1061200010212000
Finishing
10513000Finishing
1061300010213000
Electrical
10514000Electrical
1061400010214000
Mechanical
10515000Mechanical
1061500010215000
Civil
10516000Civil
1061600010216000
DUMMY
TASK LIST
DUMMY
10517000
TASK LIST
10617000 10217000
Active settings:
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Remarks:
Used External Number assignment.
Define Number Ranges for Equipment Task Lists
Version Management:
Date
Version
Description
Changed by
Use:
In this step, you can define the type of number assignment for equipment task lists.
The numbers are assigned internally.
SAP Recommendation
Work with default settings.
Active settings:
Remarks:
Used internal number assignment.
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Description
Changed by
Use:
In this step you determine the type of number assignment for task lists for functional locations.
The numbers are assigned internally.
SAP Recommendation
Work with default settings.
Active settings:
Remarks:
Used Internal Number Assignment.
Define Profiles with Default Values
Version Management:
Date
Version
Description
Changed by
Use:
You can simplify data entry as follows in task list maintenance:
Data is proposed or used as a reference from the work center
Data is proposed from the profile
When maintaining a task list, you can enter a profile ID. When creating a new task list or a task list
object (for example, header, operation), the values from this profile ID are proposed. You can
overwrite this data if necessary.
Maintenance of default values for header data
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The values of the fields "Use" and "Task list status" are also used for task list maintenance. During
fast entry of a maintenance task list, you can jump directly from item maintenance to the operation
screen. The header data in the task list is automatically filled out with the settings defined here.
In this way, you save your users from having to re-enter these values when maintaining task list data
from the maintenance transaction.
Note
Values you have maintained in the work center have priority over values from the profile.
Actions
1. Check which useful default values can minimize the required input in your company.
2. Define several different profiles if necessary.
3. Maintain the default values in task list management.
Active settings:
Profile
CVLCAL
CVLSCH
ELECAL
ELESCH
MECCAL
MECSCH
PM01
Int. proc.
Preventive profile for
Calibration Preventive
Calibration
Preventive
Calibration
Maintenanc Plant
Maintenance Maintenance Maintenance Maintenance Maintenance e Maintenanc
Description
- Civil
- Civil
- Electrical
- Electrical
- Mechanical Mechanical e
oper. Increment 0010
0010
0010
0010
0010
0010
0010
Rel. View
1
1
1
1
1
1
1
Group
PM
PM
PM
PM
PM
PM
PM
Name
NETWORK NETWORK NETWORK NETWORK NETWORK NETWORK NETWORK
Calc. Key
2
2
2
2
2
2
2
Normal Duration HR
HR
HR
HR
HR
HR
HR
Unit of Work
HR
HR
HR
HR
HR
HR
HR
Purch. Org.
CPO
CPO
CPO
CPO
CPO
CPO
-----------Pur. Grp.
SS
SS
SS
SS
SS
SS
-----------Currency
INR
INR
INR
INR
INR
INR
-----------Cost Element
754001
754001
753001
753001
752001
752001
-----------Mat. Grp.
9540
9510
9540
9510
9540
9510
-----------Usage
4
4
4
4
4
4
4
Status
4
4
4
4
4
4
4
Remarks:
--NIL--
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Basic Settings
General Order Settlement
Maintain Settlement Profile
Version Management:
Date
Version
Description
Changed by
Use:
In the settlement profile, you define a range of control parameters for settlement. You must define the
settlement profile before you can enter a settlement rule for a sender.
If you want to settle the costs each time to just one cost center or just one G/L account, you need a
settlement profile. As you cannot maintain the settlement parameters during settlement to a receiver,
you must save the settlement profile either in the order type or in the model order or reference order.
Recommendation
The settlement profile includes, among other things, the retention period for the settlement
documents. You should bear in mind the following when you determine the retention period.
The settlement documents take up additional storage capacity. When a posting period is finally
locked against further postings in Financial Accounting and Controlling, you can clear the settlement
documents. However, you should build in a safety margin, as you will need the settlement documents
if you have to cancel any settlements or repeat the period end close.
Active settings:
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Remarks:
--NIL-Maintain Allocation Structure
Version Management:
Date
Version
Description
Changed by
Use:
An allocation structure comprises one or several settlement assignments. An assignment shows
which costs (origin: cost element groups from debit cost elements) are to be settled to which receiver
type (for example, cost center, order, and so on).
You have two alternatives in settlement assignment:
You assign the debit cost element groups to a settlement cost element.
You settle by cost element - that is, the debit cost element is the settlement cost element.
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Completeness
An allocation structure is assigned to each object to be settled. All cost elements in which costs are
incurred, must be represented in the appropriate allocation structure.
Uniqueness
Each cost element in which costs are incurred may only appear once in an allocation structure. Only
one settlement cost element may be assigned to a source within a particular allocation structure.
Active settings:
Remarks:
--NIL
Description
Changed by
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Use:
Each settlement must be identified explicitly. To do so, the SAP System creates a settlement
document each time an object is settled.
You use settlement documents for the transactions "Reversal of Settlements" and "Repeated PeriodEnd Closing".
In this step you define the intervals, or number ranges, for settlement documents for one or more
controlling areas.
Active settings:
Remarks:
Used Internal Number Assignment
Description
Changed by
Use:
In this step, you define value categories. Value categories are intervals for cost elements.
These are required to update the:
For performance reasons, it is advisable to group together cost elements into value categories. This
reduces the volume of data. If you still want to create value categories according to the cost
elements, then you can generate the value categories automatically.
Quantities are only updated in the order if you have assigned a unit of measure to the value category.
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Active settings:
Remarks:
--NIL-Assign Cost Elements to Value Categories
Version Management:
Date
Version
Description
Changed by
Use:
In this section, you define a cost element, a cost element interval or a cost element group as a value
category.
Recommendation
The checking of whether cost elements are available is improved if you define a cost element interval
instead of a cost element group.
Activities
1. Choose a value category and call up the detail screen.
2. Define a cost element, a cost element interval or a cost element group as a value category.
Active settings:
Value Category Description
100Material / Spares
200External Services
300Internal Labour Cost
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Remarks:
--NIL-Define Default Values for Value Categories
Version Management:
Date
Version
Description
Changed by
Use:
In this step, you can define default values for the value categories for the entry of costs.
This setting applies to the creation of historical orders and cost estimates in normal orders.
You can choose from the same value categories as for the cost display of non-historical orders.
Recommendation
To ensure the comparability of the cost structures, you should use the same cost structures (value
categories) as for orders performed in the SAP System.
The value categories can be defined using Customizing for the Project System.
Active settings:
Remarks:
--NIL
Description
Changed by
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Use:
In this section, you make the settings for maintenance. The notification supports you with a series of
tasks, most notably to:
Document subjects
Define and perform tasks
Enter costs
Manage the status of notifications and tasks
Evaluate notification data
You can use the catalog system for recording Maintenance history, specifically to assign damage,
causes of damage, affected object parts and the tasks performed at functional locations and pieces of
equipment.
In the SAP System, notifications are assigned to the individual application components using the
notification category.
This step gives you an overview of:
The notification types those are available in the system. All notification types for all
notification categories and notification origins are listed.
The settings of a particular notification type. You can display all assignments of notification
parameters for one notification type.
Requirements
The notification types and the parameters assigned to the notification must have been assigned for
you to be able to use the overview function described in this step.
Active settings:
Screen Areas in Notification Header
1.
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2.
Idle Spindle
Remarks:
All other screen areas and Notification Overview parameters are defined individually in their
respective customization definitions.
Notification Creation
Notification Types
Define Notification Types
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Version Management:
Date
Version
Description
Changed by
Use:
In this section, you define the notification types and the basic functions connected to the notification
type.
In the standard system, the notification types are structured according to factual criteria (malfunction,
activity report).
The notification type is an important criterion in the selection of notifications. You can also define a
separate number range for each notification type.
Each notification type references a notification category and an origin. Notifications have the
category predefined on the basis of the origin.
You can define notification types for the following origins:
Maintenance Notification
General maintenance notification
Malfunction report
Activity report
Active settings:
Notification
A0
A1
A2
A3
A4
A5
A6
A7
B0
B1
B2
B3
B4
B5
B6
B7
C0
C1
C2
C3
C4
C5
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Description
Shift Incharge Log
Mechanical Breakdown
Mech. Maint. Request
Electrical Breakdown
Elec. Maint. Request
Machine Inspection
Civil Maint. Request
Idle Spindle
Shift Incharge Log
Mechanical Breakdown
Mech. Maint. Request
Electrical Breakdown
Elec. Maint. Request
Machine Inspection
Civil Maint. Request
Idle Spindle
Shift Incharge Log
Mechanical Breakdown
Mech. Maint. Request
Electrical Breakdown
Elec. Maint. Request
Machine Inspection
Category
01
01
01
01
01
01
01
01
01
01
01
01
01
01
01
01
01
01
01
01
01
01
Notification Origin
Activity Report
Malfunction Report
General Maintenance Notification
Malfunction Report
General Maintenance Notification
Activity Report
General Maintenance Notification
Activity Report
Activity Report
Malfunction Report
General Maintenance Notification
Malfunction Report
General Maintenance Notification
Activity Report
General Maintenance Notification
Activity Report
Activity Report
Malfunction Report
General Maintenance Notification
Malfunction Report
General Maintenance Notification
Activity Report
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Reference
Time
D
C
D
C
D
D
D
D
D
C
D
C
D
D
D
D
D
C
D
C
D
D
Catalog
Profile
LOGBOOK
000000001
000000001
000000001
000000001
000000001
000000001
ISPG
LOGBOOK
000000001
000000001
000000001
000000001
000000001
000000001
ISPG
LOGBOOK
000000001
000000001
000000001
000000001
000000001
Update
Group
------27
26
27
26
26
26
26
------27
26
27
26
26
26
26
------27
26
27
26
26
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C6
C7
D0
D1
D2
D3
D4
D5
D6
D7
K0
K1
K2
K3
K4
K5
K6
M0
M1
M2
M3
M4
M5
M6
M7
P0
P1
P2
P3
P4
P5
P6
W0
W1
W2
W3
W4
W5
W6
X0
X1
X2
X3
X4
X5
X6
X7
Y0
Y1
Y2
Y3
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01
01
01
01
01
01
01
01
01
01
01
01
01
01
01
01
01
01
01
01
01
01
01
01
01
01
01
01
01
01
01
01
01
01
01
01
01
01
01
01
01
01
01
01
01
01
01
01
01
01
01
D
D
D
C
D
C
D
D
D
D
D
C
D
C
D
D
D
D
C
D
C
D
D
D
D
D
C
D
C
D
D
D
D
C
D
C
D
D
D
D
C
D
C
D
D
D
D
D
C
D
C
000000001
ISPG
LOGBOOK
000000001
000000001
000000001
000000001
000000001
000000001
IOES
LOGBOOK
000000001
000000001
000000001
000000001
000000001
000000001
LOGBOOK
000000001
000000001
000000001
000000001
000000001
000000001
ISPG
LOGBOOK
000000001
000000001
000000001
000000001
000000001
000000001
LOGBOOK
000000001
000000001
000000001
000000001
000000001
000000001
LOGBOOK
000000001
000000001
000000001
000000001
000000001
000000001
STPD
LOGBOOK
000000001
000000001
000000001
26
26
------27
26
27
26
26
26
26
-------27
26
27
26
26
26
------27
26
27
26
26
26
26
-------27
26
27
26
26
26
-------27
26
27
26
26
26
-------27
26
27
26
26
26
26
------27
26
27
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Y4
Y5
Y6
Y7
01
01
01
01
D
D
D
D
000000001
000000001
000000001
STPD
26
26
26
26
Remarks:
--NIL-Set Screen Templates for the Notification Types
Version Management:
Date
Version
Description
Changed by
Use:
This step enables you to assemble the screens for the notification types individually.
The notification data fields are grouped according to content.
These groups are also found in the individual screens.
For example, there are screens for:
Deadline data
Task data
Malfunction data
These screens are visible owing to the tab page function in the notification transactions.
You can also control the screen sequence dependent on the activity category.
For the standard notification types, there are example settings, which can be used for reference.
If you want to create a new notification type or do not require certain data in a standard notification
type, you can activate or deactivate the individual screens here.
Active settings:
Notification Types Screen Structure for Extended View
Shift Incharge Log
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Technician Details:
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Idle Spindle.
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Remarks:
--NIL-Set Field Selection for Notifications
Version Management:
Date
Version
Description
Changed by
Use:
In this step you can set the field selection for PM notifications and service notifications.
General Information on Field Selection
All screens, for which a field selection is possible, are summarized into individual screen
modification groups (e.g. all detail screens for the confirmation of a maintenance order).
The following types of fields are defined for each screen group:
Modifiable Fields
For the modifiable fields, use indicators to specify how the individual fields in the screen are
represented. You have the following options:
The field is ready for input (default setting)
The field requires an input (required field)
The field is only displayed
The field is hidden
The field is highlighted
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If, for example, in the list and detail screens of the confirmation in the order, you specify that the
work center is a required entry, you must maintain the work center for all confirmations.
Influencing Fields
For the influencing fields, you specify how the modifiable screen is represented in the screen,
depending on a value
For example, you define that the work center is a required entry for a certain order type.
Active settings:
Notifications
Remarks:
--NIL-Define Number Ranges
Version Management:
Date
Version
Description
Changed by
Use:
In this work step, you define the accompanying number range interval for each notification type.
You can define a number range interval for each notification type, whereby you can choose between
internal and external number assignment.
Notes
Note the following for your settings.
You can also enter a notification from the maintenance order processing.
This means that a notification is created automatically in the background.
To guarantee the use of these functions, you must allow internal number assignment for these
notification types because you want to create a notification automatically from the order.
This automatism is, of course, only guaranteed if you also allow the number assignment by the
system.
Recommendation
If you create all your notifications in the SAP System, SAP recommends always using an internal
number assignment.
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Active settings:
Number Ranges for Notification types of all Plants are defined as follows:
All Shift Incharge Log Notification types: A0, B0, C0, D0, K0, M0, P0, W0, X0, Y0
PRECOT 'B'
PRECOT 'C'
PRECOT 'D'
PRECOT 'K'
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Notification
Type
Description
Number range
A1
A2
A3
A4
A5
A6
A7
9000000 - 9499999
B1
B2
B3
B4
B5
B6
B7
4000000 - 4499999
C1
C2
C3
C4
C5
C6
C7
7000000 - 7499999
D1
D2
D3
D4
D5
D6
D7
2000000 - 2499999
K1
K2
K3
6000000 - 6499999
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PRECOT 'P'
PRECOT 'W'
MIL
STP 'D'
STP 'B'
K4
K5
K6
P1
P2
P3
P4
P5
P6
3000000 - 3499999
W1
W2
W3
W4
W5
W6
3500000 - 3999999
M1
M2
M3
M4
M5
M6
M7
1000000 - 1499999
X1
X2
X3
X4
X5
X6
X7
5000000 - 5499999
Y1
Y2
Y3
Y4
Y5
Y6
Y7
8000000 - 8499999
Remarks:
As recommended only Internal Number Ranges are used.
Assign Notification Types to Order Types
Version Management:
Date
Version
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Description
Changed by
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Use:
In this step, you can define which order type is generated from which notification type.
Note
You can work with different notification types and order types. In this step, you can assign a single
order type to a single notification type in each case.
Important note
If you want orders to be generated automatically from notifications, internal number assignment
must be defined for the order type concerned.
Active settings:
Notification Types
A1
A3
A6
A7
B1
B3
B6
B7
C1
C3
C6
C7
D1
D3
D6
D7
K1
K3
K6
M1
M3
M6
M7
P1
P3
P6
W1
W3
W6
X1
X3
X6
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Description
Mechanical Breakdown
Electrical Breakdown
Civil Maint. Request
Idle Spindle
Mechanical Breakdown
Electrical Breakdown
Civil Maint. Request
Idle Spindle
Mechanical Breakdown
Electrical Breakdown
Civil Maint. Request
Idle Spindle
Mechanical Breakdown
Electrical Breakdown
Civil Maint. Request
Idle Rotors/Spindles
Mechanical Breakdown
Electrical Breakdown
Civil Maint. Request
Mechanical Breakdown
Electrical Breakdown
Civil Maint. Request
Idle Spindle
Mechanical Breakdown
Electrical Breakdown
Civil Maint. Request
Mechanical Breakdown
Electrical Breakdown
Civil Maint. Request
Mechanical Breakdown
Electrical Breakdown
Civil Maint. Request
Order Type
PA02
PA05
PA06
PA02
PB02
PB05
PB06
PB02
PC02
PC05
PC06
PC02
PD02
PD05
PD06
PD02
PK02
PK05
PK06
MA02
MA05
MA06
MA02
DP02
DP05
DP06
PW02
PW05
PW06
SR02
SR05
SR06
Description
Mech.BkDown Maintenance Order - Precot A
Elec.BkDown Maintenance Order - Precot A
Civil Maintenance Order - Precot A
Mech.BkDown Maintenance Order - Precot A
Mech.BkDown Maintenance Order - Precot B
Elec.BkDown Maintenance Order - Precot B
Civil Maintenance Order - Precot B
Mech.BkDown Maintenance Order - Precot B
Mech.BkDown Maintenance Order - Precot C
Elec.BkDown Maintenance Order - Precot C
Civil Maintenance Order - Precot C
Mech.BkDown Maintenance Order - Precot C
Mech.BkDown Maintenance Order - Precot D
Elec.BkDown Maintenance Order - Precot D
Civil Maintenance Order - Precot D
Mech.BkDown Maintenance Order - Precot D
Mech.BkDown Maintenance Order - Precot K
Elec.BkDown Maintenance Order - Precot K
Civil Maintenance Order - Precot K
Mech BreakDown Maintenance Order - M I L
Elec BreakDown Maintenance Order - M I L
Civil Maintenance Order - M I L
Mech BreakDown Maintenance Order - M I L
Mech.BkDown Maintenance Order - Precot P
Elec.BkDown Maintenance Order - Precot P
Civil Maintenance Order - Precot P
Mech.BkDown Maintenance Order - Precot W
Elec.BkDown Maintenance Order - Precot W
Civil Maintenance Order - Precot W
Mech.Break Down Maintenance Order - STPD
Elec.Break Down Maintenance Order - STPD
Civil Maintenance Order - STPD
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X7
Y1
Y3
Y6
Y7
SR02
SB02
SB05
SB06
SB02
Remarks:
--NIL--
Notification Content
Maintain Catalogs
Define Catalogs
Version Management:
Date
Version
Description
Changed by
Use:
In this step, you structure the content of the notifications based on the following definition of catalog
profiles. This means:
You define the structural elements of the notification that are to be used and the information
these elements are to contain.
You organize and maintain the catalogs that are used in the notifications and when defects are
recorded.
Example
Depending on the scope of your catalog profile, you need catalogs, for example for:
Subject matter (coding) at notification header level
Defect attributes at notification item level
Defect type
Defect location
Defect cause
Tasks, activities
You can define tasks and activities at the following levels of a notification:
Notification header (immediate tasks, immediate activities)
Notification item (corrective tasks, corrective activities)
Active settings:
The following are the defined Catalogs for Precot Other than the Standard Catalogs.
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Catalog
P
R
S
W
Key Word
EVALUATION
IDLE ROTORS
IDLE SPINDLE
IDLE DRUMS
Remarks:
--NIL-Define Catalog Profile
Version Management:
Date
Version
Description
Changed by
Use:
In this step, you define the catalog profiles for notifications. You define:
Which catalogs and code groups from the individual catalogs are to be accessed by the system for
notifications.
You can make a selection of code groups from the catalog by entering a generic key for these code
groups.
To do this, you can use the special characters '+' and '*'. If you enter '+A*' in the code group field,
the system only selects code groups, whose key has the second letter 'A'.
Which class of class type 015 is to be proposed for the classification of the notification items.
You can use classes to freely define additional general problem attributes, if you cannot adequately
describe the problem attributes contained in the data structure (defect type, defect location, defect
cause) using the existing catalogs and texts. If, for example, you maintain the class 'Problems in
production', together with the class characteristic 'Initiating object', you can then enter the cause of
production problems as characteristic values.
The type of system message that is to appear, if the catalog profile is not followed.
Recommendation
Define that the system displays a warning (type W) if the catalog profile is not followed.
Active settings:
The following are the Catalog Profiles and Code Groups defined for Precot other than the Standard
defined by SAP.
Catalog Profile
BRM
Description
Blow room machines
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PM*
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CDG
DRF
LFR
CBR
SMX
RFS
OES
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B
C
D
5
2
BRM*
BRM*
SHIFT
BRM*
BRM*
A
B
C
D
2
5
PM*
CDG*
CDG*
SHIFT
CDG*
CDG*
A
B
C
D
5
2
PM*
DRF*
DRF*
SHIFT
DRF*
DRF*
A
B
C
D
5
2
PM*
LFR*
LFR*
SHIFT
LFR*
LFR*
A
B
C
D
5
2
PM*
CBR*
CBR*
SHIFT
CBR*
CBR*
A
B
C
D
5
2
PM*
SMX*
SMX*
SHIFT
SMX*
SMX*
A
B
C
D
5
2
PM*
RFS*
RFS*
SHIFT
RFS*
RFS*
A
B
C
PM*
OES*
OES*
Carding Machines
Comber Machines
Simplex Machines
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WDG
DLG
DYG
DRY
WRP
SZG
LOOM
18-Oct-2016
D
5
2
SHIFT
OES*
OES*
A
B
C
D
5
2
PM*
WDG*
WDG*
SHIFT
WDG*
WDG*
A
B
C
D
5
2
PM*
DLG*
DLG*
SHIFT
DLG*
DLG*
A
B
C
D
5
2
PM*
DYG*
DYG*
SHIFT
DYG*
DYG*
A
B
C
D
5
2
PM*
DRY*
DRY*
SHIFT
DRY*
DRY*
A
B
C
D
2
5
PM*
WRP*
WRP*
SHIFT
WRP*
WRP*
A
B
C
D
2
5
PM*
SZG*
SZG*
SHIFT
SZG*
SZG*
A
B
C
D
2
PM*
LOOM*
LOOM*
SHIFT
LOOM*
Winding Machines
Doubling Machines
Dyeing Machines
Drying Machines
Warping Machines
Sizing Machines
Loom Machines
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GSG
RLG
WVGINS
WVGFNG
HUM
ETP
GEN
CMP
18-Oct-2016
LOOM*
A
B
C
D
2
5
PM*
GSG*
GSG*
SHIFT
GSG*
GSG*
A
B
C
D
2
5
PM*
RLG*
RLG*
SHIFT
RLG*
RLG*
A
B
C
D
5
2
PM*
INS*
INS*
SHIFT
INS*
INS*
A
B
C
D
5
2
PM*
WVG*
WVG*
SHIFT
WVG*
WVG*
A
B
C
D
2
5
PM*
HUM*
HUM*
SHIFT
HUM*
HUM*
A
B
C
D
5
2
PM*
ETP*
ETP*
SHIFT
ETP*
ETP*
A
B
C
D
2
5
PM*
GEN*
GEN*
SHIFT
GEN*
GEN*
Gassing Machines
Reeling Machines
Genset Machines
Compressor Machines
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WRS
BLR
ISPG
IOES
STPD
LOGBOOK
A
B
C
D
2
5
PM*
CMP*
CMP*
SHIFT
CMP*
CMP*
A
B
C
D
2
5
PM*
WRS*
WRS*
SHIFT
WRS*
WRS*
A
B
C
D
2
5
PM*
BLR*
BLR*
SHIFT
BLR*
BLR*
A
C
D
S
RFSIS
RFSIS
SHIFT
*
A
C
D
R
OESIR
OESIR
SHIFT
*
A
A
A
C
C
C
D
W
DLGIS
WDGID
GSGID
DLGIS
WDGID
GSGID
SHIFT
*
SHIFT
Boiler Machines
Idles - STPD
Remarks:
--NIL--
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Version Management:
Date
Version
Description
Changed by
Use:
Define the information that is to be entered for the notification item and choose the most
appropriate catalog.
Define the catalog profile for the notification type, if this did not already take place when the
notification type was created.
Activate the Classification of the notification items, if you want to use class characteristics to
store additional information for the notification item.
Active settings:
Notification Type
Catalog Profile
LOGBOOK
000000001
ISPG
Catalogs
Coding Problems Causes Tasks Activities Object Parts
D
-------------
----
---
Remarks:
--NIL--
Partners
Define Partner Determination Procedure and Partner Functions
Version Management:
Date
Version
Description
Changed by
Use:
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Partner Function
Description
AB
Department resp.
VN
Vendor
ST
Position resp.
VU
User responsible
VW
Person respons.
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Remarks:
--NIL--
Notification Processing
Response Time Monitoring
Define Priorities
Version Management:
Date
Version
Description
Changed by
Use:
In this step, you define the priorities for the notifications as well as Orders.
You can define different priority types and assign a priority type to each notification type. For each
priority type, you define:
Recommendation
Modify the parameters for the priority types after you have collected enough values based on
experience.
Activities
Determine which priorities and target basic dates will be valid for the notification types used in your
company.
1. First define the different priority types.
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2. For each priority type, define its priority (rank) and basic dates.
3. Assign a suitable priority type to each notification type.
Active settings:
Standard Priority :
PM PM Priorities
Priority Type
PM
PM
PM
PM
PM
PM
PM
PM
Remarks:
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Additional Functions
Define Action Box
Version Management:
Date
Version
Description
Changed by
Use:
In this step, you define the functions, with which you can generate tasks or activities (known as
supplementary actions) for a notification. These functions should be defined using a key and a label.
They are assigned to a notification type, and are available at header level when processing
notifications. When the function is called up, the system copies the task or activity defined into the
notification.
For calling up the function, you can define a label, and an icon together with explanatory quick
information.
For each function, you can specify an internally programmed function module that is processed when
the function is called up. A dialog with the user can also be programmed here.
If you link a business operation with the function, then the function is only executed if the status of
the notification belonging to the operation allows this.
If a task is involved, you have released or completed the alternatives for this status. In addition, you
can define a workflow task that is activated when the notification is saved. You can also enter a
function module, which still changes the workflow container when the notification is saved.
Active settings:
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Defined follow up Functions ( Generated Tasks / Activities) for all Notification Types except
Idle Spindle Notification Type:
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Remarks:
--NIL--
Description
Changed by
Use:
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In this step, you set up your order types for Plant Maintenance and Customer Service.
In addition to the business reasons for configuring several order types, there are also technical
controls, which depend on the order type and may require the creation of different order types.
The following technical controls depend on the order type:
Number ranges
Settlement proposal or account assignment rule
Default values for controlkey
Permitted maintenance activity types and default values
Permitted order types for each maintenance planning plant
Increment when assigning the operation numbers
Costing parameters
Default values for the confirmation process
Presetting for the reference object screen
Immediate order release
If you flag this field, the system tries to release orders generated from maintenance notifications,
service notifications, or maintenance plans immediately.
For orders, which have been generated manually, the user must release the order.
If the system cannot release an order automatically, for example, because permits are missing, the
order automatically obtains the status Release refused.
The following checks are performed when orders are released automatically:
Availability check of components
Permits
Settlement rule
User status (whether user status allows the release)
Active settings:
Order Type
DP01
DP02
DP03
DP04
DP05
DP06
MA01
MA02
MA03
MA04
MA05
MA06
PA01
PA02
PA03
PA04
PA05
18-Oct-2016
Description
Mech. Prev. Maintenance Order - Precot P
Mech.BkDown Maintenance Order - Precot P
Machinery Erection Order - Precot P
Elec. Prev. Maintenance Order - Precot P
Elec.BkDown Maintenance Order - Precot P
Civil Maintenance Order - Precot P
MechPreventive Maintenance Order - M I L
Mech BreakDown Maintenance Order - M I L
Machinery Erection Order - M I L
ElecPreventive Maintenance Order - M I L
Elec BreakDown Maintenance Order - M I L
Civil Maintenance Order - M I L
Mech. Prev. Maintenance Order - Precot A
Mech.BkDown Maintenance Order - Precot A
Machinery Erection Order - Precot A
Elec. Prev. Maintenance Order - Precot A
Elec.BkDown Maintenance Order - Precot A
Active Settings
Open item Settlement Release
Management Profile
Immediately
X
40
X
40X
X
40
X
40
X
40X
X
40
X
40
X
40X
X
40
X
40
X
40X
X
40
X
40
X
40X
X
40
X
40
X
40X
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PA06
PB01
PB02
PB03
PB04
PB05
PB06
PC01
PC02
PC03
PC04
PC05
PC06
PD01
PD02
PD03
PD04
PD05
PD06
PK01
PK02
PK03
PK04
PK05
PK06
PW01
PW02
PW03
PW04
PW05
PW06
QMCO
QMIO
SB01
SB02
SB03
SB04
SB05
SB06
SR01
SR02
SR03
SR04
SR05
SR06
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
40
40
40X
40
40
40X
40
40
40X
40
40
40X
40
40
40X
40
40
40X
40
40
40X
40
40
40X
40
40
40X
40
40
40X
40
70X
70
40
40X
40
40
40X
40
40
40X
40
40
40X
40
Remarks:
--NIL-Configure Number Ranges
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Version Management:
Date
Version
Description
Changed by
Use:
In this step, you define the number ranges for the individual order types.
From the point of view of program control and selections, it is not necessary to define different
number ranges for the individual order types.
If your company does not need to define several number ranges, you can work with one number
range for the maintenance orders.
Notes
If you want to create notifications automatically from maintenance orders, internal number
assignment must be defined for the order type concerned.
Active settings:
Order Type
DP01
DP02
DP03
DP04
DP05
DP06
Description
Mech. Prev. Maintenance Order - Precot P
Mech.BkDown Maintenance Order - Precot P
Machinery Erection Order - Precot P
Elec. Prev. Maintenance Order - Precot P
Elec.BkDown Maintenance Order - Precot P
Civil Maintenance Order - Precot P
MA01
MA02
MA03
MA04
MA05
MA06
5000000 - 5499999
PA01
PA02
PA03
PA04
PA05
PA06
4000000 - 4499999
PB01
PB02
PB03
PB04
PB05
PB06
9000000 - 9499999
PC01
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Number Ranges
6000000 - 6499999
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PC02
PC03
PC04
PC05
PC06
PD01
PD02
PD03
PD04
PD05
PD06
7000000 - 7499999
PK01
PK02
PK03
PK04
PK05
PK06
3000000 - 3499999
PW01
PW02
PW03
PW04
PW05
PW06
6500000 - 6999999
QMCO
QMIO
QM Calibration order
QM Inprocess Order
SB01
SB02
SB03
SB04
SB05
SB06
1000000 - 1499999
SR01
SR02
SR03
SR04
SR05
SR06
8000000 - 8499999
2000000 - 2499999
300000000 - 399999999
Remarks:
--NIL-Assign Order Types to Maintenance Plants
Version Management:
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Date
Version
Description
Changed by
Use:
In this Customizing activity, you determine the order types allowed for the individual planning
plants.
Note
If you want to allow all order types for all planning plants, you must enter all the order types for each
plant.
Active settings:
Planning Plant
Name
1001Precot Mills Ltd
1001Precot Mills Ltd
1001Precot Mills Ltd
1001Precot Mills Ltd
1001Precot Mills Ltd
1001Precot Mills Ltd
1001Precot Mills Ltd
1001Precot Mills Ltd
1002Precot-B Unit
1002Precot-B Unit
1002Precot-B Unit
1002Precot-B Unit
1002Precot-B Unit
1002Precot-B Unit
1002Precot-B Unit
1002Precot-B Unit
1003Precot Mills Ltd
1003Precot Mills Ltd
1003Precot Mills Ltd
1003Precot Mills Ltd
1003Precot Mills Ltd
1003Precot Mills Ltd
1003Precot Mills Ltd
1003Precot Mills Ltd
1004Precot Mills Ltd
1004Precot Mills Ltd
1004Precot Mills Ltd
1004Precot Mills Ltd
1004Precot Mills Ltd
1004Precot Mills Ltd
1004Precot Mills Ltd
1004Precot Mills Ltd
1005Precot-STPB
18-Oct-2016
Order Type
PA01
PA02
PA03
PA04
PA05
PA06
QMCO
QMIO
PB01
PB02
PB03
PB04
PB05
PB06
QMCO
QMIO
PC01
PC02
PC03
PC04
PC05
PC06
QMCO
QMIO
PD01
PD02
PD03
PD04
PD05
PD06
QMCO
QMIO
QMCO
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1005Precot-STPB
QMIO
1005Precot-STPB
SB01
1005Precot-STPB
SB02
1005Precot-STPB
SB03
1005Precot-STPB
SB04
1005Precot-STPB
SB05
1005Precot-STPB
SB06
1021Precot-K Unit
PK01
1021Precot-K Unit
PK02
1021Precot-K Unit
PK03
1021Precot-K Unit
PK04
1021Precot-K Unit
PK05
1021Precot-K Unit
PK06
1021Precot-K Unit
QMCO
1021Precot-K Unit
QMIO
1051Precot-W Unit
PW01
1051Precot-W Unit
PW02
1051Precot-W Unit
PW03
1051Precot-W Unit
PW04
1051Precot-W Unit
PW05
1051Precot-W Unit
PW06
1051Precot-W Unit
QMCO
1051Precot-W Unit
QMIO
1061Precot-P Unit
DP01
1061Precot-P Unit
DP02
1061Precot-P Unit
DP03
1061Precot-P Unit
DP04
1061Precot-P Unit
DP05
1061Precot-P Unit
DP06
1061Precot-P Unit
QMCO
1061Precot-P Unit
QMIO
2001STPL-D Unit
QMCO
2001STPL-D Unit
QMIO
2001STPL-D Unit
SR01
2001STPL-D Unit
SR02
2001STPL-D Unit
SR03
2001STPL-D Unit
SR04
2001STPL-D Unit
SR05
2001STPL-D Unit
SR06
7001Meridian Industries Ltd. MA01
7001Meridian Industries Ltd. MA02
7001Meridian Industries Ltd. MA03
7001Meridian Industries Ltd. MA04
7001Meridian Industries Ltd. MA05
7001Meridian Industries Ltd. MA06
7001Meridian Industries Ltd. QMCO
7001Meridian Industries Ltd. QMIO
QM Inprocess Order
Mech.Preventive Maintenance Order - STPB
Mech.Break Down Maintenance Order - STPB
Machinery Erection Order - STPB
Elec.Preventive Maintenance Order - STPB
Elec.Break Down Maintenance Order - STPB
Civil Maintenance Order - STPB
Mech. Prev. Maintenance Order - Precot K
Mech.BkDown Maintenance Order - Precot K
Machinery Erection Order - Precot K
Elec. Prev. Maintenance Order - Precot K
Elec.BkDown Maintenance Order - Precot K
Civil Maintenance Order - Precot K
QM Calibration order
QM Inprocess Order
Mech. Prev. Maintenance Order - Precot W
Mech.BkDown Maintenance Order - Precot W
Machinery Erection Order - Precot W
Elec. Prev. Maintenance Order - Precot W
Elec.BkDown Maintenance Order - Precot W
Civil Maintenance Order - Precot W
QM Calibration order
QM Inprocess Order
Mech. Prev. Maintenance Order - Precot P
Mech.BkDown Maintenance Order - Precot P
Machinery Erection Order - Precot P
Elec. Prev. Maintenance Order - Precot P
Elec.BkDown Maintenance Order - Precot P
Civil Maintenance Order - Precot P
QM Calibration order
QM Inprocess Order
QM Calibration order
QM Inprocess Order
Mech.Preventive Maintenance Order - STPD
Mech.Break Down Maintenance Order - STPD
Machinery Erection Order - S T P D
Elec.Preventive Maintenance Order - STPD
Elec.Break Down Maintenance Order - STPD
Civil Maintenance Order - STPD
MechPreventive Maintenance Order - M I L
Mech BreakDown Maintenance Order - M I L
Machinery Erection Order - M I L
ElecPreventive Maintenance Order - M I L
Elec BreakDown Maintenance Order - M I L
Civil Maintenance Order - M I L
QM Calibration order
QM Inprocess Order
Remarks:
--NIL-18-Oct-2016
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Description
Changed by
Use:
In this work step, you assign the QM inspection types to the PM/CS order types. These settings
result in an inspection lot being generated automatically for the corresponding order when a PM
order is released.
This inspection lot can then be processed further in QM, within the framework of results recording
and of a usage decision.
Requirements
The inspection types must be maintained in Customizing of QM.
Active settings:
Plant Order Type Inspection Type
1001PA01
PM14
1001PA02
PM15
1001PA03
PM14
1001PA04
PM14
1001PA05
PM15
1001PA06
1001QMCO
14
1001QMIO
QM14
1002PB01
PM14
1002PB02
PM15
1002PB03
PM14
1002PB04
PM14
1002PB05
PM15
1002PB06
1002QMCO
14
1002QMIO
QM14
1003PC01
PM14
1003PC02
PM15
1003PC03
PM14
1003PC04
PM14
1003PC05
PM15
1003PC06
1003QMCO
14
1003QMIO
QM14
1004PD01
PM14
1004PD02
PM15
1004PD03
PM14
1004PD04
PM14
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1004PD05
1004PD06
1004QMCO
1004QMIO
1005QMCO
1005QMIO
1005SB01
1005SB02
1005SB03
1005SB04
1005SB05
1005SB06
PM15
14
QM14
14
QM14
PM14
PM15
PM14
PM14
PM15
2001SR03
2001SR04
2001SR05
2001SR06
7001MA01
7001MA02
7001MA03
7001MA04
7001MA05
7001MA06
7001QMCO
7001QMIO
PM14
PM14
PM15
PM14
PM15
PM14
PM14
PM15
14
QM14
Remarks:
--NIL-Define Default Value for Planning Indicator for each Order Type
Version Management:
Date
Version
Description
Changed by
Use:
In this section, you can define a default value for each order type for the order-planning indicator.
The order-planning indicator is used for selection and statistical analyses in the Plant Maintenance
Information System.
Three order planning indicators are predefined by SAP:
Planned order. You should use this indicator for order types, for which tasks can be
anticipated.
Unplanned order. You should use this indicator for order types, for which the task cannot be
anticipated, but also need not be performed immediately.
Immediate order. You should use this indicator for order types, for which the necessity of the
task cannot be anticipated, but where the task must be performed immediately.
Active settings:
Order Type
Mech. Prev. Maintenance Order
Mech.BreakDown Maintenance Order
Machinery Erection Order
Elec. Prev. Maintenance Order
Elec.BreakDown Maintenance Order
Civil Maintenance Order
QM Calibration order
QM Inprocess Order
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Remarks:
--NIL-Create Default Value Profile for External Procurement
Version Management:
Date
Version
Description
Changed by
Use:
In this step, you define the profiles for external procurement of services and materials.
In the external processing profile, you can store default values to generate purchase requisitions from
maintenance- or service orders.
In each profile, you can store a default value for the following values:
Cost element account
Purchasing organization
Purchasing group
Material group
During external processing, a distinction is made between the external procurement of materials and
the allocation of complete order operations to vendors.
Since both of these procurement processes generally require different data for purchasing, for
example, different purchasing groups or different cost element accounts, you should also define
different profiles for them.
You should therefore define different profiles for:
External processing or external assignment of complete order operations
Procurement of materials (material profile)
In a further step, you can assign two profiles to each user.
Active settings:
Profile Description
Cost Element Purchasing Organization Purchase Group Material Group
0000001 External material
415000CPO
SS
0000002 Procured services
417000CPO
SS
Remarks:
--NIL-Define Default Order Types to Maintenance Items
Version Management:
Date
Version
18-Oct-2016
Description
Changed by
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Use:
In this step you can specify default values for the creation of maintenance items for the Plant
Maintenance order types.
Example
Several maintenance planning groups are active in a planning plant.
Every maintenance planning group uses its own order types within regular maintenance.
Allocate the order type to each maintenance planning group which is most frequently used for
maintenance items.
Prerequisites
The maintenance planning groups for the individual maintenance planning plants must be
defined
The individual maintenance order types must be defined
Active settings:
Planning
Plant
1000
1001
1001
1001
1001
1002
1002
1002
1002
1003
1003
1003
1003
1004
1004
1004
1004
1005
1005
1005
1005
18-Oct-2016
Planner
Group
Name
10Corportate Office
10Mechanical
20Electrical
30Civil
40Service
10Mechanical
20Electrical
30Civil
40Service
10Mechanical
20Electrical
30Civil
40Service
10Mechanical
20Electrical
30Civil
40Service
10Mechanical
20Electrical
30Civil
40Service
Order Type
PA01
PA04
PA06
PB01
PB04
PB06
PC01
PC04
PC06
PD01
PD04
PD06
SB01
SB04
SB06
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1021
1021
1021
1021
1051
1051
1051
1051
1061
1061
1061
1061
2001
2001
2001
2001
7001
7001
7001
7001
10Mechanical
20Electrical
30Civil
40Service
10Mechanical
20Electrical
30Civil
40Service
10Mechanical
20Electrical
30Civil
40Service
10Mechanical
20Electrical
30Civil
40Service
10Mechanical
20Electrical
30Civil
40Service
PK01
PK04
PK06
PW01
PW04
PW06
DP01
DP04
DP06
SR01
SR04
SR06
MA01
MA04
MA06
Remarks:
--NIL--
Control Key
Maintain Default Values for Control Keys for Order Types
Version Management:
Date
Version
Description
Changed by
Use:
In this step, you can determine which control key is proposed in the operations of maintenance
orders for the combination maintenance plant and order type.
Active settings:
Order Type
Mech. Prev. Maintenance Order
Mech.BreakDown Maintenance Order
Machinery Erection Order
Elec. Prev. Maintenance Order
Elec.BreakDown Maintenance Order
Civil Maintenance Order
QM Calibration order
QM Inprocess Order
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Control Key
PM01
PM01
PM01
PM01
PM01
PM01
PM01
PM01
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Remarks:
PM01 is assigned as a default value for control key for all order types for all Plants.
Description
Changed by
Use:
In this step, you determine the allowed maintenance activity types.
Recommendation
In collaboration with your maintenance controlling, define the level of detail of your maintenance
tasks from the point of view of task processing and from the point of view of cost follow-up for the
maintenance history.
The maintenance activity types are stored in the header of each maintenance order.
The maintenance activity types are used in the PM Information System as a grouping element for
maintenance orders.
For example, cost evaluations in the PM Information System can be performed using maintenance
activity types.
The maintenance activity types should not be confused with activities in the CO system.
Active settings:
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Remarks:
--NIL-Assign Valid Maintenance Activity Types to Maintenance Order Type
Version Management:
Date
Version
Description
Changed by
Use:
In this step, you can determine which maintenance activity types allowed with which order types.
Activities
Allocate the corresponding maintenance activities to the PM order types.
Active settings:
Activity Type
101
102
103
104
105
106
Description
Scheduled - Internal
Scheduled - External
PM Calibration
Modernisation
Service Call
AMC
201
202
203
Breakdown - Internal
Breakdown - External
Idle Spindle
301
Machine Erection
Order Type
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101
102
103
104
105
106
Scheduled - Internal
Scheduled - External
PM Calibration
Modernisation
Service Call
AMC
201
202
203
Breakdown - Internal
Breakdown - External
Idle Spindle
101
102
201
202
Scheduled - Internal
Scheduled - External
Breakdown - Internal
Breakdown - External
QM Calibration order
501
QM Calibration Activity
QM Inprocess Order
401
QM Inprocess Inspection
Remarks:
Assigned the Valid Maintenance Activity Types to all Order Types of all the Plants in the same
sequence.
Description
Changed by
Use:
In this step, you can assign a maintenance activity to an order type. This activity is proposed during
order processing.
Active settings:
Order Type
Activity Type
301
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Description
Machine Erection
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QM Calibration order
501
QM Calibration Activity
QM Inprocess Order
401
QM Inprocess Inspection
Remarks:
Only Machinery Erection Order, QM Calibration Order and QM Inprocess Order have default values
for all Plants.
Define Change Docs, Collective Purc. Req. Indicator
Version Management:
Date
Version
Description
Changed by
Use:
In this step, you can define:
Whether changes to the order header are recorded using documents and are displayed in the
form of an action log
The increment at which numbers for the individual operations should be assigned
Whether just one purchase requisition (collective purchase requisition) should be generated
for external material and operations for each order
Whether a workflow should be generated for changes to dates and quantities for components
not held in stock, operations processed externally and external elements, if a purchase
requisition is already available
Whether the net price should be copied unchanged from the purchase requisition into the
purchase order
Active settings:
Order Type
Mech. Prev. Maintenance Order
Mech.BkDown Maintenance Order
Machinery Erection Order
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Increment
0010
0010
0010
OrdStChg
Doc
CollReqstn
X
X
X
X
X
X
Change
Res/PurRq Document
From ReleaseX
Immediately X
Immediately X
OpStatChange
Doc
X
X
X
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0010
0010
0010
X
X
X
X
X
X
From ReleaseX
Immediately X
Immediately X
X
X
X
Remarks:
Above defined setting has been made for all order types of all the Plants.
Description
Changed by
Use:
In this step, you can define checking rules for the following applications:
Sales and distribution
MRP
Production order processing
Maintenance order processing
Service processing
Inventory management
You can thus carry out various application-related checks for a material.
Actions
For the company, define whether there is a need to check on a differentiated basis for each
application.
Active settings:
Checking Rule Created for Plant Maintenance
PM Checking Rule for Plant Maintenance.
Remarks:
--NIL-Define Scope of Check
Version Management:
Date
Version
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Description
Changed by
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Use:
In this menu option, you define the check scope. Checking group and checking rule together specify
the scope of the check.
You can specify the following:
which elements relevant to MRP (inward goods movements/outward goods movements) are
taken into account (for example, purchase requisition, purchase order, planned order)
which stock categories are taken into account
whether replenishment lead time is checked
whether the availability should always be checked at plant level.
Active settings:
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Remarks:
--NIL
Define Inspection Control
Version Management:
Date
Version
Description
Changed by
Use:
In this activity, you define the check control. The checking rule together with the checking group
specify the scope of the check.
You can make the checking rule as well as the actual check itself dependent on the following
parameters:
Plant, order type, operation
The operation can have the following characteristics:
order created
release(d) order
'Release' control parameters for operation
In addition, you can control whether an order can be released in the case of
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missing materials
missing PRTs
insufficient capacity
Maintenance orders (PM)
The automatic check at time 1 (create), is not executed for maintenance orders, or service orders.
You can only carry out the check manually before you have released your maintenance orders or
service orders.
The automatic check at time 2 (release) is executed if it is switched on. (See "no check" switch).
Notes on capacity availability check
If you want capacity availability to be checked automatically when the status created or released is
set, you cannot set the indicator no check.
You can use the indicator release to determine how and if the order is released in the case of capacity
shortfall:
release determined by user
release
no release
Active settings:
1. Inspection Control Settings for all Order Types during Order Creation
2. Inspection Control Settings for all Order Types during Order Release
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Remarks:
--NIL--
General Data
Define Default Values for Component Item Categories
Version Management:
Date
Version
Description
Changed by
Use:
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In this work step, you can determine the proposal values for the item categories of the order
components.
The proposal values can be determined dependent on the material type and the maintenance plant.
In any case, you should include an entry without the material type (value SPACE for the material
type).
This entry is then always used if you want to obtain a component without a material number in the
order. You should assign the item category for non-stock components to this entry. In the standard
system, this would be the value 'N'.
Further notes
In the case of item categories which refer to non-stock components, for example, item category 'N',
purchase requisitions are generated from the order.
The values defined here are then used, if you assign components to the order without a BOM
reference.
If you assign components to the order using a BOM, the item categories are transferred from the
BOM item.
Active settings:
Material Type
-------------------------------------------------------------
Remarks:
--NIL--
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Date
Version
Description
Changed by
Use:
In this Customizing activity you define the purchasing account assignment category and
purchasing document type for purchase requisitions for maintenance orders.
For the document type, you can choose whether you always want to generate purchase requisitions
for standard purchase orders, contracts or other document types of the purchasing system.
Purchase requisitions for PM orders must always be assigned to PM orders. This means that you
must change the standard setting for the account assignment category only if you defined a new
account assignment category for order-account assignment in Customizing for the purchasing
system.
Standard settings
In the standard delivery, account assignment categories and a document type for the purchase
requisitions are provided.
Remember that this setting applies to all PM order types.
Active settings:
Remarks:
--NIL
Description
Changed by
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Use:
In this step, you can specify the default values for units of the duration and the work output of an
operation.
Active settings:
Planning Plant Normal Duration Unit Unit Text
1000HR
Hours
1001HR
Hours
1002HR
Hours
1003HR
Hours
1004HR
Hours
1005HR
Hours
1021HR
Hours
1051HR
Hours
1061HR
Hours
2001HR
Hours
7001HR
Hours
Remarks:
--NIL--
Description
Changed by
Use:
In the status profile you can
Define your own statuses (user statuses) and document their function in a respective long text
Determine the status numbers for user statuses which predefine the possible sequence for
processing user statuses
Define an initial status which is activated automatically when creating the object
Determine which user status is automatically activated when carrying out a business
transaction
Define which operations are allowed or prohibited if a certain status is active
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Active settings:
Order Type
Mech. Prev. Maintenance Order
Mech.BkDown Maintenance Order
Machinery Erection Order
Elec. Prev. Maintenance Order
Elec.BkDown Maintenance Order
Civil Maintenance Order
Status Profile
Description
ORDSTATS
PM ORDER STATUS
ORDSTATS
PM ORDER STATUS
ORDSTATS
PM ORDER STATUS
ORDSTATS
PM ORDER STATUS
ORDSTATS
PM ORDER STATUS
ORDSTATS
PM ORDER STATUS
Remarks:
Assigned Order User Status Profile to all Order Types of all the Plants.
Description
Changed by
Use:
In this step you define the field selection for the following maintenance order data:
Location and account assignment data
Order header and reference object
General Information on Field Selection
All screens, for which a field selection is possible, are summarized into individual screen
modification groups (e.g. all detail screens for the confirmation of a maintenance order).
The following types of fields are defined for each screen group:
Modifiable Fields
For the modifiable fields, use indicators to specify how the individual fields in the screen are
represented. You have the following options:
The field is ready for input (default setting)
The field requires an input (required field)
The field is only displayed
The field is hidden
The field is highlighted
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If, for example, in the list and detail screens of the confirmation in the order, you specify that the
work center is a required entry, you must maintain the work center for all confirmations.
Influencing Fields
For the influencing fields, you specify how the modifiable screen is represented in the screen,
depending on a value
For example, you define that the work center is a required entry for a certain order type.
Active settings:
Order Types
All PM Order Types
Modified Fields
Required Display
Maintenance Activity Type X
System Condition
X
Short Text
Remarks:
--NIL--
Completion Confirmations
Define Control Parameters for Completion Confirmations
Version Management:
Date
Version
Description
Changed by
Use:
In this work step, you maintain the control parameters for completion confirmations for
maintenance- and service orders. You can set control parameters for each order type. Using the
completion parameters you define:
Active settings:
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Remarks:
Above-mentioned Control Parameter Settings are defined for all PM Order Types.
Changed by
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Use:
In this work step we can define reasons or causes for deviations.
The definition of deviations can be plant-specific.
For convenience in Precot we made use of this functionality to specify the Technician Names who
has performed the Operation.
Active settings:
Remarks:
--NIL--
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Date
Version
Description
Changed by
Use:
In this section, you can allocate value categories to PM cost key figures predefined by SAP.
The value category generally groups several cost element accounts together.
For the PM key figure system, you can again aggregate several value categories under one PM cost
key figure.
You can allocate one or more value categories to each PM cost key figure using the settings.
Which value categories are grouped together under which key figure depends on your chart of
accounts.
Recommendation
You should make sure that the correct allocations are made when starting your production system,
since subsequent changes to the allocation influence the updating of the key figures, which may
possibly require you to spend time setting up the key figure system again.
Note
In maintenance order Customizing, you will find a separate step in which you can define the default
value categories for historical orders.
To ensure the cost key figure comparability between historical orders and orders entered in the SAP
System, you should use the same value categories both for orders entered in the SAP System and for
historical orders.
Active settings:
Remarks:
--NIL--
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