6714533-Plant-Maintenance-Customizing

Plant Maintenance Customizing IMG – Implementation guide for (R/3) customizing Implementation Guide for R/3 Customizing (IMG) The IMG (Implementation Guide for R/3 Customizing) •

Lists all actions required for implementing the SAP System

•

Helps you to control and document the implementation

Please note that the paper version of the IMG is shorter than the online version. In the online system, additional information is provided. The SIMG_ALL structure is the library that contains all sections for implementing the various components (for example, Materials Management, Sales & Distribution, Financial Accounting).

Plant Maintenance and Customer Service This section contains all the information required for the implementation of Plant Maintenance and Customer Service.

Topics • Master Data in Plant Maintenance and Customer Service • Maintenance of Plans, Work Centers, Task Lists and PRT’s (Production Resource Tools). • Maintenance and Service Processing • Information System for Plant Maintenance and Customer Service • Work Clearance Management.

See next page

Page 1 of 85

1.1. Master Data in Plant Maintenance and Customer Service Topics : Basic Settings, Technical Objects and Bill of Materials This menu contains the information for the implementation of Plant Maintenance. You must have defined the plant maintenance organizational structure in your system before you proceed with customizing. This involves maintaining the planning plants and maintenance plants as organizational units. A distinction is made in Plant Maintenance between planning plants and maintenance plants. •

Maintenance plant

You can manage technical objects and the work centers responsible for for carrying out the work in a maintenance plant. •

Planning plant

The planning plant is a plant where you define maintenance task lists, carry out materials planning on the basis of the BOMs in task lists and perform maintenance orders, manage and schedule maintenance plans, enter maintenance notifications and process maintenance orders for the associated maintenance plants. Recommendation You should always use planning plants when maintenance planning is to be carried out centrally in one plant for several plants. If each plant is independent from a maintenance point of view, each plant is then also a planning plant. Note on the implementation of Plant Maintenance Note that there are many areas that will overlap with the implementation of components 'MM' (Materials Management) and 'PP' (Production Planning) when you are customizing the system for Plant Maintenance. If you discover settings that are not relevant to Plant Maintenance, you should only change or delete these after consultation with the appropriate project groups.

1.1 Basic Settings In this step, you maintain the settings that cannot be directly assigned to any master data area. 1.1.1.a Maintain Authorizations for Master Data In this section, you see which authorization objects are defined in the standard system for the individual application functions. You can maintain authorizations for these objects in the R/3 System.

Page 2 of 85

The easiest way to maintain authorizations is by using roles. Note that the maintenance of authorizations using roles is a new function. The previous procedure is still supported and is described below. This step is used to create Activity groups and generate authorization profiles using the Profile Generator.

Activities To assign an authorization profile to a user, do the following: 1. Create an activity group 2. Enter a description 3. Select transactions 4. Create and edit authorizations 5. Assigns users and compare the user master (in doing so, the profile is entered in the user's master record) 6. Transport activity groups, if desired Detailed documentation For more information about the procedures, see transaction documentation Note You can also use authorization profiles you created manually or were delivered by SAP, in activity groups. You can create an activity group without a menu and include the corresponding profile in the authorization data of the activity group. In the fourth step, choose "Edit -> Add authorization -> From profile" to add the authorization profile data to the activity group.

Page 3 of 85

Below, you can find information about the previous procedure for versions up to and including 4.0.

Authorization objects The following list shows which authorization objects are checked for the individual application functions.

Functions for...

Authorization object

Process equipment I_BEGRP Authorization group

Classify equipment

I_IWERK PM planning plant I_SWERK Maintenance plant I_BETRVORG Business operations I_INGRP Maintenance planner group I_KOSTL Cost center C_TCLA_BKA Class types

Process functional locations I_BEGRP Authorization group I_IWERK PM planning plant I_SWERK Maintenance plant I_BETRVORG Business operations I_INGRP Maintenance planner group I_KOSTL Cost center Classify functional locations Process network links

Classify network links Material

C_TCLA_BKA Class types I_BEGRP Authorization group I_IWERK PM planning plant I_SWERK Maintenance plant C_TCLA_BKA Class types

Classify material

M_MATE_STA Maintenance status M_MATE_BUK Company code M_MATE_WRK Plant M_MATE_VKO Distribution channel M_MATE_LGN Warehouse C_TCLA_BKA Class type

Bills of material

C_STUE_BER Bills of material

Process permits

I_SOGEN Permits

Page 4 of 85

Process measuring points I_BEGRP Authorization group

Authorizations for preventive maintenance Maintenance plans I_INGRP PM planner group maintenance item I_KOSTL Cost center for maintenance item I_BEGRP Authorization group

Authorization for PM task lists Task lists I_ROUT General task list maintenance I_ROUT1 Task list authorization detail

Authorizations for notification processing PM notifications I_IWERK PM planning plant I_SWERK Maintenance plant I_QMEL Notification types I_VORG_MEL Business operations You can obtain an overview of the possible operations using transaction 'OIAH'.

Classify notifications C_TCLA_BKA Class types

Authorizations for order processing PM orders C_AFKO_AWK Order types C_AFKO_DIS MRP controllers C_DRAW_TCD Documents transactions C_DRAW_BGR Authorization group documents I_IWERK Maintenance planning plant I_SWERK Maintenance plant I_AUART Order types I_KOSTL Cost center I_SOGEN Permits I_INGRP Maintenance planner group I_VORG_ORD Business operations orders You can obtain an overview of the possible operations using transaction 'OIAH'.

Page 5 of 85

Classify orders

C_TCLA_BKA Class types

Comp.confirmations I_IWERK maintenance planning plant

Standard settings In the SAP standard delivery, authorizations are provided for all authorization objects of the application. You will find for authorization objects •

Maintenance authorizations

•

Display authorizations

The delivered authorizations are valid for all organization units.

Activities 1. Check the delivered authorizations as follows: a) Select the object class for the application. You see the list of authorization objects. b) Select an object. You see the list of authorizations for this object. 2. If necessary, create new authorizations: a) To do this, select Authorization -> Create b) Enter the authorization and a short text. c) Select a field to maintain individual field values. d) Save and activate the new authorization.

Note The authorizations listed here refer to functions in Plant Maintenance. Remember that your users may need further authorizations to edit business processes. You transport authorizations as follows: 1. Display the list of authorizations. 2. Select the object class. 3. Choose Authorization -> Transport. 4. Select the authorizations you wish to transport. 5. Confirm your selections and enter the correction number. 1.1.1.b Define User Status This section explains how to adapt general SAP status management to your requirements.

General information on status profile and status management Management of the different statuses in the SAP System is divided up according to

Page 6 of 85

•

system status and

•

user statuses

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. These statuses are maintained by SAP and cannot be changed. They are referred to as system statuses.

Business transactions The SAP System contains in a central table a basic store of business transactions that are valid for all applications and can be used by all applications. These business transactions are maintained by SAP and cannot be changed.

Business transaction - system status A further central table, also predefined by SAP, defines a system status for every business transaction and indicates whether or not the corresponding system status is deleted or set during the business transaction.

Objects - business transactions Another table defines the business transactions that are allowed for each SAP object (order, equipment and so on). This allocation is also predefined by SAP.

Result The allocations listed above define all the system statuses possible for an object and the system statuses that are set for the different individual business transactions.

Status profile You can define your own status profiles in menu option "User statuses". Every status profile must be allocated to at least one object. Every status profile contains one or more statuses allowed. For each of these statuses, you can determine the system response within the business transactions predefined by SAP. In the status profile you can •

define your own statuses (user statuses) and document their function in a respective long text

Page 7 of 85

•

determine the sequence 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

Status number You can define a status order number for every user status. The status order number determines the sequence in which the user statuses can be activated. If you do not assign a status order number to a user status, the user status can always be set. However, there can only be one user status with a status order number active at any one time. If you assign a status order number to a user status, you must also specify a lowest and a highest status order number for the status. These limit the order number interval from which the following user status can be chosen.

Example of status order number

Example of equipment status SAP supplies the following business transactions for equipment: •

set deletion indicator

•

cancel deletion indicator

•

install equipment

•

dismantle equipment

Page 8 of 85

When maintaining the status profile, you can determine for every status within the profile whether equipment of this status can be installed or dismantled and whether a deletion indicator can be set or not. You can also determine in status maintenance whether, for example, the deletion indicator is set automatically and whether the system should respond with a warning or an error message when a deletion indicator is set.

Maintenance objects for which status profiles can be maintained: •

equipment

•

functional locations

•

maintenance notifications

Note In the menu for the configuration of equipment, you can specify a status profile as a default value for each equipment category. For maintenance notifications, only a single status profile is allowed.

Actions Define the user statuses for the individual maintenance objects. 1.1.1.c Create Authorization

Keys for User Status Authorizations

In this step you define authorization keys which you can use to set up authorization checks when you manually set or delete a user status. When the system sets a user status as a reaction to business transaction, it does not perform an authorization check. When you set or delete a user status , the system checks whether the user is authorized for this action. In addition to the status profile and the object type, the system also checks the authorization key assigned to the user status in question.

Example You want to define that certain user statuses can be changed only by a specified employee group. To do this, create an authorization key and assign it to the relevant user statuses. In the general authorization maintenance you can then assign authorizations for this key via the authorization object B_USERSTAT.

Activities 1. Check whether you want to define authorizations for your user statuses.

Page 9 of 85

2. If necessary, create authorization keys as follows: a) Choose "New entries". b) Enter a key and an explanatory text in the appropriate fields and choose "Save". You have now created the authorization key. 3. Assign the authorization key to one or more user statuses in your status profile. 4. Define corresponding authorizations and include them in the relevant authorization profiles. 1.1.1.d Define

Currency for Maintenance Statistics

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.

Recommendation You should always define a currency for statistics. If you work without a currency for statistics, all the value fields of the Plant Maintenance System are stored in the original currency of the document or master record. This will lead to different currencies also being stored in the statistics file. As a result, any analysis of the statistics file made on the basis of the currency fields will be of little use, as currency conversion will not be carried out for evaluations and therefore value fields containing different currencies will be added together.

Note on changing the currency for statistics Changing the statistics currency is also possible even after records have already been stored in the statistics file. However, this means that the currency fields in the information structures of the statistics file have to be restructured. You can set up the statistics file again with report 'RMIPS000'. However, this is only necessary if statistical data already exists and the currency for the statistics has been changed.

Activities Define the currency for the plant maintenance statistical data.

Page 10 of 85

1.1.2 Permits In this section you will learn how to customize permits for maintenance order processing. You can use permits to define certain rules or conditions which are to be observed during the execution of maintenance tasks. With the master record maintenance transactions, you can allocate the permits to the individual pieces of equipment and functional locations. Furthermore, you can define permit categories. Every permit can be allocated to a permit category. Consequently, the permit categories represent a possibility for grouping or classifying permits, and can be used for information and analysis purposes. Business background When allocating one or more permits to a PM object, you can define at which time the permits must be issued during order processing. You have the following options: •

permit issue necessary before order release

•

permit issue necessary before order completion

For every permit, you can define whether •

it must be issued (error message if permit is not issued)

•

it can be issued (warning message if permit is not issued)

•

there should be no system response when the permit has not been issued.

Example You define the permit 'Driver's license for industrial trucks' for a piece of equipment. The equipment is installed at a functional location to which the permit 'Special fire-resistance check' is assigned. 'Driver's license for industrial trucks' and 'Special fire-resistance check' are proposed as possible permits.

Page 11 of 85

Note If you mark the 'Proposal' field when maintaining the permit in the object master record, the permit will be automatically assigned during order processing.

Further information Furthermore, you can enter an object-specific and a permit-specific long text for every permit in the PM object master record and define whether the permit and the corresponding text should be printed with the shop papers. In order processing, you can select via the function 'Assign permits' all permits which are defined for the PM object itself or for the objects above the object in the hierarchy

1.1.2 a Define Permit Categories Every permit must be allocated to a permit category . In this step you define these permit categories, which are used for information and documentation purposes. You can represent groups of permits that belong together via the permit category.

Example You want your permits divided into: •

work permits

•

safety permits

•

access permits

Solution: Define three permit categories and allocate each permit to a permit category.

Activities Define the permit categories.

1.1.2 b Define Permit Groups In this step, you define a permit group and assign a permit class to it. You can currently only define one permit group. The permit class must belong to class type '049', class type for permits. The permit class currently fulfills the following functions in the maintenance order:

Page 12 of 85

Classification of permits Automatic selection of permits The number and type of possible permits relates directly to the associated maintenance objects. This means that new permits may be necessary at any time due to new equipment master records or new functional locations. Legal requirements can also require the creation of new permits. For this reason, you maintain new permits using the application menu.

Note You should maintain the necessary permits here and inform your employees that additional permits can be added at any time using the application menu. Note that the change of the permit class in the current operation is critical because existing permits can be assigned to the old class and lost in the change.

1.1.2 c Set List Editing for Permits Here you can set the list of permits. It is recommended that several variants are defined, so that, for example, outstanding permits and those already issued can be considered separately. Each user can, of course, predefine a selection just for the permits which they can issue themselves. Here, you can define the possible selection fields which occupy selection fields with concrete values and make the field selection for the list display. Procedure When you execute the function, you reach a screen in which you have several selection options. You usually find the functions: •

Selection screen list display mode

•

Selection screen list change mode

•

Maintain field selection list

When you choose selection fields, you reach an additional window, in which you must mark 'Variant for all selection screens'. By choosing 'Continue', you reach another screen in which you can specify attributes for the selections fields.

Page 13 of 85

The attributes have the following meaning: •

Protected

This means that this field is displayed in the selection screen, but is not ready for input. For example, you have a selection field with a value which should not be changed by the user. •

Invisible

This means that this field is hidden in the selection screen and cannot be used as a selection criterion. •

Variable

This means that this field is given a variable, not a concrete value. For example, if the selection is always performed using a certain call horizon (for example, the current month). In this case, you would enter the variable 'current month'. The current month would therefore be proposed as a selection criterion.

Note Each user can also create their own selection screen. The selection screen defined by you is only then proposed by the system, if no individual selection screen has been defined for the user under their user name. If you want to define an individual selection screen for each user, and the user-specific selection screen should be proposed automatically when the report is called up, the name of the report variant must begin with 'U_USERNAME'. Maintenance of selection variants

When you execute the function, you reach the initial screen with all the selection fields. There you can define the standard selection screen. This selection screen is then always proposed if no individual selection screen has been defined for the user under the name 'U_USERNAME'. The name of the selection variant is always 'SAP_TCODE_XXXX'. XXXX stands for the relevant application transaction. Maintenance or user-specific selection screens This function is not set using Customizing. The individual user maintains the user-specific selection variants by calling up and executing the individual transaction. The user can call up the function 'Settings' from the list, and generate their own selection screen there using the function 'Set variants'. The system thereby automatically generates the variant 'U_USERNAME', which is always called up for the user after saving for subsequent transactions used. Setting the field selection settings

Page 14 of 85

You maintain the field selection for the list by executing the report, and then choosing 'Settings' -> 'Display variants' in the list. Note that the setting you make here for the field selection becomes a presetting, which is then always used if the individual user has not defined their own field selection. For more information about working with lists, see "PM - Cross-Application Functions" in the R/3 library.

Measuring Points, Counters and Measurement Documents In this section you make the settings for the measuring points. You need measuring points if you want to manage measurement readings or counters for technical objects in the system.

Define Measuring Point Categories In this step, you define categories. You always need measuring point categories if you want to record measurement or counter readings for or functional locations. Measurement readings and counters refer to characteristics in the classification system and are uniformly managed as measuring points in the system. You can create measurement readings: •

Directly using the transaction

•

From notification processing

•

From order processing

•

From order completion confirmations

Example You want to define a measurement reading 'tire pressure' for a technical object. To do this, you must first define a measuring point category. The measuring point category defines: •

Whether a measurement position is unique

You can use the unambiguity of the measurement position to allow the same measurement reading to be defined several times for different measurement positions on a technical object (for example, measurement position 1 'pressure in left front tire', measurement position 2 'pressure in

Page 15 of 85

right front tire'). You can use the unambiguity check for the measurement position to prevent a measurement position from being defined several times for each object or even for all objects. •

Which catalog type is used for entering measurement readings

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.

•

System response when the measurement reading is exceeded

•

Tolerance time allowed for entering future measurement readings

This is specified in seconds. The function is only advisable if the measurement readings are transferred from another system whose CPU time (the time when measurement readings were entered) is different from the CPU time for the SAP System. You can then enter a characteristic in the classification system which is assigned to a unit of measurement 'Pressure'. You can use the transaction for master record maintenance to define a measuring point 'Pressure' and assign this to the new characteristic 'Pressure'. You must use the characteristics in the classification system when you want to define counters.

Requirements The catalog functions should be maintained.

Standard Settings The standard system contains one measuring point category.

Recommendation Before you start maintaining measuring points for your objects, you should create all characteristics, which are used as characteristics for measuring points, in the classification system and provide them with a common group of characteristics. This will help you to select the characteristics that are useful for entering measuring points. These characteristics need not be assigned to a certain class type, and you are also not required to define a class for these characteristics.

Page 16 of 85

Activities 1. Check the delivered measuring point category. 2. Adapt the delivered measuring point category to your requirements. 3. Define new measuring point categories if necessary.

Create Number Ranges for Measuring Points In this step you define number ranges for measuring points.

Notes 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.

Activities 1. Define number ranges for the measuring points. 2. If necessary, change the standard settings. To do this, use number range 01. You transport number range objects as follows: In the initial screen, choose Interval -> Transport. Note that all intervals for the selected number range object are deleted in the target system first. After the import, only the intervals you export are present. The number statuses are imported with their values at the time of export. Dependent tables are not transported or converted.

Create Number Ranges for Measurement Documents In this step you definenumber ranges for measurement documents.

Notes 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.

Activities 1. Define the number ranges for the measurement documents. 2. If necessary, change the standard settings. To do this, use number range 01. You transport number range objects as follows: In the initial screen, choose Interval -> Transport.

Page 17 of 85

Note that all intervals for the selected number range object are deleted in the target system first. After the import, only the intervals you export are present. The number statuses are imported with their values at the time of export. Dependent tables are not transported or converted.

Set List Editing for Measuring Point Lists Here, you can define the possible selection fields which occupy selection fields with concrete values and make the field selection for the list display. Procedure When you execute the function, you reach a screen in which you have several selection options. You usually find the functions: •

Selection screen list display mode

•

Selection screen list change mode

•

Maintain field selection list

When you choose selection fields, you reach an additional window, in which you must mark 'Variant for all selection screens'. By choosing 'Continue', you reach another screen in which you can specify attributes for the selections fields. The attributes have the following meaning: •

Protected

This means that this field is displayed in the selection screen, but is not ready for input. For example, you have a selection field with a value which should not be changed by the user. •

Invisible

This means that this field is hidden in the selection screen and cannot be used as a selection criterion. •

Variable

This means that this field is given a variable, not a concrete value. For example, if the selection is always performed using a certain call horizon (for example, the current month). In this case, you would enter the variable 'current month'. The current month would therefore be proposed as a selection criterion.

Page 18 of 85

Note Each user can also create their own selection screen. The selection screen defined by you is only then proposed by the system, if no individual selection screen has been defined for the user under their user name. If you want to define an individual selection screen for each user, and the user-specific selection screen should be proposed automatically when the report is called up, the name of the report variant must begin with 'U_USERNAME'. Maintenance of selection variants

When you execute the function, you reach the initial screen with all the selection fields. There you can define the standard selection screen. This selection screen is then always proposed if no individual selection screen has been defined for the user under the name 'U_USERNAME'. The name of the selection variant is always 'SAP_TCODE_XXXX'. XXXX stands for the relevant application transaction. Maintenance or user-specific selection screens This function is not set using Customizing. The individual user maintains the user-specific selection variants by calling up and executing the individual transaction. The user can call up the function 'Settings' from the list, and generate their own selection screen there using the function 'Set variants'. The system thereby automatically generates the variant 'U_USERNAME', which is always called up for the user after saving for subsequent transactions used. Setting the field selection settings You maintain the field selection for the list by executing the report, and then choosing 'Settings' -> 'Display variants' in the list. Note that the setting you make here for the field selection becomes a presetting, which is then always used if the individual user has not defined their own field selection. For more information about working with lists, see "PM - Cross-Application Functions" in the R/3 library.

Set List Editing for Measurement Document Lists Here, you can define the possible selection fields which occupy selection fields with concrete values and make the field selection for the list display. Procedure When you execute the function, you reach a screen in which you have several selection options.

Page 19 of 85

You usually find the functions: •

Selection screen list display mode

•

Selection screen list change mode

•

Maintain field selection list

When you choose selection fields, you reach an additional window, in which you must mark 'Variant for all selection screens'. By choosing 'Continue', you reach another screen in which you can specify attributes for the selections fields. The attributes have the following meaning: •

Protected

This means that this field is displayed in the selection screen, but is not ready for input. For example, you have a selection field with a value which should not be changed by the user. •

Invisible

This means that this field is hidden in the selection screen and cannot be used as a selection criterion. •

Variable

This means that this field is given a variable, not a concrete value. For example, if the selection is always performed using a certain call horizon (for example, the current month). In this case, you would enter the variable 'current month'. The current month would therefore be proposed as a selection criterion.

Note Each user can also create their own selection screen. The selection screen defined by you is only then proposed by the system, if no individual selection screen has been defined for the user under their user name. If you want to define an individual selection screen for each user, and the user-specific selection screen should be proposed automatically when the report is called up, the name of the report variant must begin with 'U_USERNAME'. Maintenance of selection variants

When you execute the function, you reach the initial screen with all the selection fields. There you can define the standard selection screen. This selection screen is then always proposed if no individual selection screen has been defined for the user under the name 'U_USERNAME'.

Page 20 of 85

The name of the selection variant is always 'SAP_TCODE_XXXX'. XXXX stands for the relevant application transaction. Maintenance or user-specific selection screens This function is not set using Customizing. The individual user maintains the user-specific selection variants by calling up and executing the individual transaction. The user can call up the function 'Settings' from the list, and generate their own selection screen there using the function 'Set variants'. The system thereby automatically generates the variant 'U_USERNAME', which is always called up for the user after saving for subsequent transactions used. Setting the field selection settings You maintain the field selection for the list by executing the report, and then choosing 'Settings' -> 'Display variants' in the list. Note that the setting you make here for the field selection becomes a presetting, which is then always used if the individual user has not defined their own field selection. For more information about working with lists, see "PM - Cross-Application Functions" in the R/3 library.

Warranties In this section, you make the settings for the warranties. You can make settings for warranties that you can use, as well as for warranties that you give to your contractual partners.

Check Warranty Categories In this step you check the warranty category . You can determine for each of the warranty categories whether warranties of this warranty category can be classified using the classification system. Classification of warranties is useful when you want to manage several warranties and grouping warranties by means of the classification system makes it easier to find individual warranties. Remember that you can define various warranty types, which facilitates the broad structuring of warranties alongside the classification system. Searching via warranty types is possible via matchcodes.

Standard Settings In the standard system, a distinction is made between two warranty categories.

Page 21 of 85

For warranty category 'I', you are the warrantee. For warranty category 'O', you are the guarantor.

Notes You should change the settings only if you do not want to use one of the warranty types. •

Delete warranty category 'I', if you are never the warrantee, or you do not want to manage these warranties at your equipment.

•

Delete warranty category 'O', if you never want to manage warranties that you make available to your customers using your customer equipment.

Activities 1. Check the delivered warranty categories. 2. Determine for each warranty category whether you want to use the Classification System for warranties of the corresponding warranty category.

Define Warranty Types In this section, you can define your own warranty types. Each warranty type must be allocated to a warranty category.

Example 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 Define your warranty types. Allocate each warranty type to a warranty category.

Define Number Ranges for Warranty Types In this step, you can define number ranges for the individual warranty types . You have the following options for assigning numbers: •

internal number assignment

Page 22 of 85

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, numbers are assigned manually by the user. The number range 02 must be created.

Activities For each warranty type, define an internal or external number range. You transport number range objects as follows: In the initial screen, choose Interval -> Transport. Note that all intervals for the selected number range object are deleted in the target system first. After the import, only the intervals you export are present. The number statuses are imported with their values at the time of export. Dependent tables are not transported or converted.

Maintain Transaction Start Default Values for Sample Warranties In this step, you can define defaults for the transactions: Create master warranty Change master warranty Display master warranty You can define here which •

warranty type is to be proposed;

•

whether the activity overview screen or

•

the detail screen for entering a warranty with counters should be displayed, or

•

whether the initial screen is to be skipped when the transaction is called.

Activities Check which screen comes next for the individual transactions of your business requirements. Maintain the defaults for the master warranties.

Page 23 of 85

Define Warranty Counters 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.

Note 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.

Partners In this section, you adapt the presettings for the field selection for list display of partner data to your requirements. The settings apply to partner data for: •

Functional locations

•

Equipment

•

Notifications

•

Orders

Define Partner Determination Procedure and Partner Function In this step, you define the partners for service and maintenance processing. •

The following partner types are defined in the system:

•

Customer (customer number)

•

Contact person

•

Vendor (vendor number)

Page 24 of 85

•

User

•

Personnel number

•

Organizational unit

•

Position

•

You can define partner functions centrally for all the applications in Logistics and assign a particular partner type to these.

For example, you can assign the partner type "Customer" (with customer master and customer number) to the partner function "Sold-to-party". •

You can define

•

partner determination procedures and assign any number of partner functions to each one.

You can define whether a particular role in the notification or order should be changeable, and whether it is obligatory. •

A group of partners (processor, person responsible) belongs to each notification type and order type.

You therefore assign an appropriate partner determination procedure to each notification type and order type. You also assign the partner functions to each notification type and order type. Here you define which role should be assigned to a particular function (for example, employee responsible). •

For pieces of equipment, you define the partner determination procedure under Technical objects -> Equipment - Assign partner determination procedure to equipment category . You can synchronise the functions Vendor, current customer, customer, final customer, operator with the partner functions.

Recommendation Use the partner determination procedures contained in the standard system and their assignments to notification types and order types. If you want to use your own partner determination procedures, you can use the notification types, order types, and partner determination procedures predefined by SAP as a reference.

Activities 1. Define the partner functions and partner determination procedures. 2. Assign a partner determination procedure to each notification type and order type and name the corresponding partner functions for the header screens of the notifications and orders.

Page 25 of 85

Copy Partner Functions to Master and Movement Data In this work step, you can define which of your partner functions should be copied automatically into the corresponding movement data. You can make this assignment unique for each partner profile and each partner function. In the master data, you can maintain partners for: •

Functional locations

•

Equipment

•

Serial numbers

The partner functions can be copied fron the master data objects in: •

Notifications

•

Orders

Special case: Service Management and SD delivery Partner functions indicated here are copied from SD deliveries in the serial number master records.

Recommendation You can use this indicator to reduce the manual maintenance requirements for maintaining partner data in the processing of maintenance and service tasks. If you do not set the indicator, you can still copy the partners in the notification or in the order using the function code or maintain new partners manually. If the indicator is set, you can, of course, still add new partners to the notification and order.

Define Field Selection for List Display of Customer Data In this step you can define the fields and their sequence for customer data list displays. The fields that you choose at this point are used for the field selection. Here you can define the layout of maintenance lists or the structure display by numbering the fields which should appear in the lists or by marking them as 'suppressed'.

Page 26 of 85

Numbering fields defines the sequence in the list, so that the field with the number '1' appears first in the list, the field with the number '2' second, and so on.

Notes •

The individual user cannot activate fields which are selected as 'suppressed' for his userspecific field selection.

•

An individual can define his own user-specific list from the field list you have defined. However, he can only use those fields which are numbered and those marked as 'not suppressed' for this purpose.

•

If you provide fields with a number, these fields are displayed to the user in the relevant application transactions in the lists.

•

If a user does not define his own field selection, the fields you have activated will be displayed to him.

Activities Define the fields and their sequence for customer data list displays.

Define Field Selection for List Display of Vendor Data In this step you can define the fields and their sequence for vendor data list displays. The fields that you choose at this point are used for the field selection. Here you can define the layout of maintenance lists or the structure display by numbering the fields which should appear in the lists or by marking them as 'suppressed'. Numbering fields defines the sequence in the list, so that the field with the number '1' appears first in the list, the field with the number '2' second, and so on.

Notes •

The individual user cannot activate fields which are selected as 'suppressed' for his userspecific field selection.

•

An individual can define his own user-specific list from the field list you have defined. However, he can only use those fields which are numbered and those marked as 'not suppressed' for this purpose.

•

If you provide fields with a number, these fields are displayed to the user in the relevant application transactions in the lists.

•

If a user does not define his own field selection, the fields you have activated will be displayed to him.

Page 27 of 85

Activities Define the fields and their sequence for vendor data list displays.

Define Field Selection for List Display of Personnel Data In this step you can define the fields and their sequence for HR data list displays. The fields that you choose at this point are used for the field selection. Here you can define the layout of maintenance lists or the structure display by numbering the fields which should appear in the lists or by marking them as 'suppressed'. Numbering fields defines the sequence in the list, so that the field with the number '1' appears first in the list, the field with the number '2' second, and so on.

Notes •

The individual user cannot activate fields which are selected as 'suppressed' for his userspecific field selection.

•

An individual can define his own user-specific list from the field list you have defined. However, he can only use those fields which are numbered and those marked as 'not suppressed' for this purpose.

•

If you provide fields with a number, these fields are displayed to the user in the relevant application transactions in the lists.

•

If a user does not define his own field selection, the fields you have activated will be displayed to him.

Activities Define the fields and their sequence for HR data list displays.

Define Field Selection for List Display of Contact People In this step you can define the fields and their sequence for contact person list displays. The fields that you choose at this point are used for the field selection. Here you can define the layout of maintenance lists or the structure display by numbering the fields which should appear in the lists or by marking them as 'suppressed'. Numbering fields defines the sequence in the list, so that the field with the number '1' appears first in the list, the field with the number '2' second, and so on.

Page 28 of 85

Notes •

The individual user cannot activate fields which are selected as 'suppressed' for his userspecific field selection.

•

An individual can define his own user-specific list from the field list you have defined. However, he can only use those fields which are numbered and those marked as 'not suppressed' for this purpose.

•

If you provide fields with a number, these fields are displayed to the user in the relevant application transactions in the lists.

•

If a user does not define his own field selection, the fields you have activated will be displayed to him.

Activities Define the fields and their sequence for contact person list displays.

Define Field Selection for List Display of Organizational Units In this step you can define the fields and their sequence for the list display of organizational units. The fields that you choose at this point are used for the field selection. Here you can define the layout of maintenance lists or the structure display by numbering the fields which should appear in the lists or by marking them as 'suppressed'. Numbering fields defines the sequence in the list, so that the field with the number '1' appears first in the list, the field with the number '2' second, and so on.

Notes •

The individual user cannot activate fields which are selected as 'suppressed' for his userspecific field selection.

•

An individual can define his own user-specific list from the field list you have defined. However, he can only use those fields which are numbered and those marked as 'not suppressed' for this purpose.

•

If you provide fields with a number, these fields are displayed to the user in the relevant application transactions in the lists.

•

If a user does not define his own field selection, the fields you have activated will be displayed to him.

Page 29 of 85

Activities Define the fields and their sequence for the list display of organizational units.

Define Field Selection for List Display of Positions In this step you can define the fields and their sequence for the list display of positions. The fields that you choose at this point are used for the field selection. Here you can define the layout of maintenance lists or the structure display by numbering the fields which should appear in the lists or by marking them as 'suppressed'. Numbering fields defines the sequence in the list, so that the field with the number '1' appears first in the list, the field with the number '2' second, and so on.

Notes •

The individual user cannot activate fields which are selected as 'suppressed' for his userspecific field selection.

•

An individual can define his own user-specific list from the field list you have defined. However, he can only use those fields which are numbered and those marked as 'not suppressed' for this purpose.

•

If you provide fields with a number, these fields are displayed to the user in the relevant application transactions in the lists.

•

If a user does not define his own field selection, the fields you have activated will be displayed to him.

Activities Define the fields and their sequence for the list display of positions.

Define Field Selection for List Display of User Data In this step you can define the fields and their sequence for user data list displays. The fields that you choose at this point are used for the field selection. Here you can define the layout of maintenance lists or the structure display by numbering the fields which should appear in the lists or by marking them as 'suppressed'. Numbering fields defines the sequence in the list, so that the field with the number '1' appears first in the list, the field with the number '2' second, and so on.

Page 30 of 85

Notes •

The individual user cannot activate fields which are selected as 'suppressed' for his userspecific field selection.

•

An individual can define his own user-specific list from the field list you have defined. However, he can only use those fields which are numbered and those marked as 'not suppressed' for this purpose.

•

If you provide fields with a number, these fields are displayed to the user in the relevant application transactions in the lists.

•

If a user does not define his own field selection, the fields you have activated will be displayed to him.

Activities Define the fields and their sequence for user data list displays.

Define Field Selection for List Display of Address Data In this step you can define the fields and their sequence for address data list displays. The fields that you choose at this point are used for the field selection. Here you can define the layout of maintenance lists or the structure display by numbering the fields which should appear in the lists or by marking them as 'suppressed'. Numbering fields defines the sequence in the list, so that the field with the number '1' appears first in the list, the field with the number '2' second, and so on.

Notes •

The individual user cannot activate fields which are selected as 'suppressed' for his userspecific field selection.

•

An individual can define his own user-specific list from the field list you have defined. However, he can only use those fields which are numbered and those marked as 'not suppressed' for this purpose.

•

If you provide fields with a number, these fields are displayed to the user in the relevant application transactions in the lists.

•

If a user does not define his own field selection, the fields you have activated will be displayed to him.

Page 31 of 85

Activities Define the fields and their sequence for address data list displays.

Field Selection for Partner Addresses You can use this step to define which fields should be displayed for creating or changing an address for each partner function. The field selection for each partner function is valid in both notifications and orders. It is not possible to distinguish between the field selections for creating and changing.

Requirements Create the relevant transaction variant which reflects your field selection. It is advisable to display a transaction variant using only one screen variant. Create Transaction Variant

Search Helps in Plant Maintenance and Customer Service In this step, you learn how to revise or redefine the available search helps (previously known as matchcodes). You can find information about the functions for search help maintenance in the R/3 Library under Basis -> ABAP Development Workbench -> ABAP Dictionary -> Search Help.

Recommendation To maintain the search help functions, technical knowledge of the ABAP Dictionary is required. The search help functions should be maintained by the system administration.

Standard Settings The search helps provided in the standard system will suffice in many cases.

Activities 1. Check whether the search helps in the standard system are sufficient for your requirements. 2. If necessary, add the search helps for the relevant search help objects.

Further Notes Search helps are created for all clients. Note that having a large number of search helps can impair system performance. Check which search helps you want to use for your work area. You can deactivate search helps that you do not use.

Page 32 of 85

To improve performance, it may be necessary to structure indices for the new or changed search helps. From Release 4.0, the conventional matchcode search has been replaced by an improved search help. The maintenance transaction AD20 is now used for search help objects. Transaction AD21 can now be used to maintain the conventional matchcode objects.

Technical Objects In this section, you make the necessary settings for the technical objects, for example, •

pieces of equipment

•

functional locations

•

material master records in Plant Maintenance

General Data You can maintain the general data for Plant Maintenance master data in this menu option. This data will then be universally valid for all the master data objects in Plant Maintenance.

Define Types of Technical Objects In this step, you define the types of technical objects. You can assign each piece of equipment and each functional location to a type of technical object . 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. The types of technical objects are also used as a grouping instrument in fleet management.

Activities Assign a key and a description for each type of technical object.

Define Plant Sections 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.

Page 33 of 85

Note You can also specify a plant section when processing maintenance tasks.

Activities Define your plant sections.

Define Planner Groups This step allows you to define maintenance planner groups. Planner groups or maintenance planning groups must be defined separately for each 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.

Note You must also specify a maintenance planning group when processing

maintenance tasks. Activities Define your maintenance planner groups.

Define ABC Indicators 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 .

Actions Define the ABC indicators

Page 34 of 85

Proceed

Define Authorization Groups This menu option allows you to create the authorization groups for your technical objects. Authorization groups are used to categorize similar objects from the point of view of authorizations.

Example You have two maintenance departments, truck fleet and production. There is a series of equipment in the system for both departments. You want to ensure that a user 'A' may edit only equipment of the truck fleet, and a user 'B' only equipment from the production area. 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 edit objects from their own user department.

Note If no authorization group is entered in an object, the check is not carried out. If this is the case, the user may edit the object.

Activities Define the authorization groups for your technical objects.

Set View Profiles for Technical Objects This step enables you to combine screen templates for technical objects. The data fields for the technical objects are sorted by contents, what are termed, screen groups. For each screen group, for example, pieces of equipment, you can define one or more view profiles. 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, there are screens for: •

General data

•

Location data

Page 35 of 85

•

Organizational data

•

Structure data

•

Fleet object data

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, and each fleet object type.

Recommendation Check the standard system closely.

Define Object Information Keys In this step you can define different object information keys. An object information key can be assigned to •

functional location categories

•

equipment categories

•

notification types

•

PM order types

Via the parameterization of the object information key, you determine the data of a technical object (equipment, functional location, structure) that is shown in a special information window. Furthermore, the object information contains history data from the PM Information System and data from the notifications and orders carried out. Via the parameterization of the object information, you can define whether the notification and order information should be displayed •

for a technical object,

•

for the higher-level object, or

•

for the entire structure.

Furthermore, you can determine whether the object information should be displayed •

via a pushbutton or

Page 36 of 85

•

automatically when object information is selected for the object specified.

To activate the display depending on notification and order data, you can define threshold values which are used to select historical data through the PM Information System. When one of the threshold values is reached, the object information is displayed and is indicated with the symbol @03@ in the object information mask.

Example You want to make sure that object information is always displayed if a contract is created for an object or if at least 5 notifications or at least 4 orders were carried out in the last 365 days. The system should take the last 365 days as well as completed notifications into account when selecting notifications. Completed and outstanding notifications should be displayed in the object information. To do this, you need to make the following settings. •

Mark the field automatically.

•

Mark the field Contract.

•

Enter 365 in the field No. days for notifications in the information system.

•

Enter 5 for NotifsCreated.

•

Enter 4 for Orders created.

•

Enter 365 for Notifications selection as well.

•

Mark the field SelComplNotifs.

•

Mark OutstdgNotifs and CompletedNotifs to display the last notifications in the object information.

Further Information Object information is always automatically shown when one of the threshold values defined above is reached. The object information can continue to be included automatically, if: •

the outstanding notifications indicator

•

contract indicator

•

completed notifications

Page 37 of 85

•

contract indicator or

•

classification is set automatically.

Further Notes In the data fields for classification, you can specify the views in classification whose data should be displayed in the object information. Note that the views for each class type can be defined freely in Customizing. For this reason, no F4 Help is possible. Here, you can check the

Customizing of class types.

You can maintain three fields for the classification: Automatic view: When you enter the number of a view in this field, the object information is included automatically if a characteristic of the class of the reference object is assigned to the chosen view. Display view: In this field, you can enter the view of a class whose characteristics should be entered in the object information screen. These characteristics are indicated with the symbol @03@. By selecting the characteristics field, the features of the characteristics are entered in the object information. You should use the standard class types of your objects for the object information.

Information system and notification selection fields Note that a search will be performed via the PM Information System and also via the notification file if the fields for notification selection are marked. If you select the field 'SelComplNotifs', completed notifications will also be selected from the notification file. The entries in the next line refer to the display of the notifications selected. You can define there whether the object information display is to contain outstanding and/or completed notifications

Define Selection Procedure for Structural Display and BOMs

Page 38 of 85

Here you can define how the display programs for the structural display of hierarchies and bills of material obtain the data. The settings are only used for performance and do not influence the scope of the data displayed.

Example You have defined very broad and deep structures for your functional locations. If a user chooses the stuctural display of a functional location as far as the fourth level, the next level down is read automatically by the program. This means that under certain circumstances tree-type structures may take much longer to read which adversely affects performance. The same also applies for BOM structures. If a user chooses a bill of material, normally the complete bill of material is imported with all the sub-nodes.

Standard Settings In the standard setting, more data is read than the user originally selected. If you have performance problems with your system for the structural display or listing of BOM hierarchies, you can set the program up so that only the list selected by the user is read. For BOM structures and functional location structures, only the desired levels are read and expanded.

Further Notes This setting applies for all clients. For this reason, you can only maintain one entry.

Functional Locations You will find all the actions required for the implementation of the functional locations and reference functional locations in this step.

Create Structure Indicator for Reference Locations/Functional Locations You can define your structure indicators for functional locations and reference functional locations in this step. The structure indicator determines the edit mask and the number of the hierarchy levels when you create functional loction structures. The edit mask defines: •

the total length of the functional location number

Page 39 of 85

•

the lengths of the individual blocks of the functional location number

•

the characters allowed

Numbers Numbers --> Edit mask N Letters Letters --> Edit mask A Numbers and letters Numbers and letters --> Edit mask X

Note •

The characters allowed can be defined by field.

•

Once a functional location has been created for a particular structure indicator, the edit mask can no longer be changed.

Activities Define the possible edit masks for functional locations and reference functional locations.

Alternative Labeling of Functional Locations In this step you can define whether you want to use alternative labeling systems for functional locations. Example You use a graphical information system in which the functional locations are managed using different labels or numbers to those in the R/3 System. You want it to be possible for specific users to address the same functional location using the label from the graphical information system. A different label should be available for other users. In the following settings, you can define whether different labeling systems are permitted for functional locations, and if so, how many. Technical Information These functions can be used to ensure that the key for the functional location is not linked to the display of the label on the screen. This means that you can address the same functional location using different labels.

Page 40 of 85

For this, the program uses an internal, unique number that is not transparent for the end-user.

Activate Alternative Labeling In this step, you can activate alternative labeling for functional locations.

Example You are using a geographical information system, in which the functional locations are managed using different labels and/or numbers to those in the R/3 System. You want it to be possible for specific users to address the same functional location with the label from the geographical information system. A different label should be available for other users. When maintaining the functional locations, each user can select one of the labeling systems and save it in their own personal user profile. Technical Information This functionality is made possible by the key of the functional location which is not dependent on the representation of the label on the screen. This means that you can address the same functional location using different labels. For this, the program uses an internal, unique number that is not transparent for the end-user. When these functions are activated, the length of the label for the functional location is increased from 30 to 40 characters and can be changed. When the label is changed, the system automatically creates a labeling history and prevents historical labels from being reused without this first being checked. The labeling history enables the interpretation of historical location labels in non-changeable documents outside the R/3 System.

Standard Settings Alternative labeling is not active in the standard system.

Recommendation To optimize performance, you should execute program RI_IFLOT2IFLOS after activating alternative labeling.

Define Labeling Systems for Functional Locations In this step, you can define alternative labeling systems and give a corresponding description. You can also define whether the labels should be checked for uniqueness across all labeling systems. Uniqueness is always checked within any individual labeling system. One of the labeling systems must also be selected as a primary labeling system. This should be the system used by the majority of users.

Page 41 of 85

The users can switch between the different labeling systems by means of user profiles. If the user has not created their own profile, then they automatically work with the primary labeling system.

Recommendation For labeling systems 1, 2 and 3, the domains TPLNR_1, TPLNR_2 and TPLNR_3 are delivered with the relevant conversion routines in the standard system. You can use these domains to access specific labeling systems in list reports and print programs. Therefore, you should not work with an unnecessary number of alternative labeling systems. For example, if you are using several CAD systems, you should not define as many labeling systems.

Further Notes When creating a functional location, the user must normally assign a labeling system, structure indicator and location category. However, if in Customizing, only one feature is defined for one of these parameters, then the corresponding entry field is hidden automatically by the system and completed internally.

Define Category of Reference Functional Location Reference functional locations help you to save time when entering locations. Changes to PM data, for example, only have to be made once to the reference functional location. For each category of reference functional location you can define the following: •

the status profile

•

the default value for categories

These changes are then valid for all the 'genuine' functional locations that are derived from this reference functional location. You can define various categories of reference functional locations here.

Note You should always use reference functional locations when you use several systems of the same category and you want to represent them with functional locations.

Example You have three filling machines with the same structure in your company. These filling machines are to be managed in the system with three different functional locations. You want to enter changes made by the manufacturer, for example, to the structure or to the technical data just once in the system. Solution: You create a reference functional location for a filling machine. The actual functional locations or the actual filling machines are created with reference to the reference functional location "Filling machine". In the case of changes which affect all three filling machines the

Page 42 of 85

reference functional location is always changed. When the reference functional location is changed the actual functional locations, in other words, the actual filling machines, are also changed automatically.

Recommendation The reference functional location category is used only for field selection. When a reference functional location refers to 'genuine' functional locations, the categories of the functional locations can be different. If you do not need a particular kind of field selection in the case of reference functional locations, you do not need to create any new categories of reference functional location.

Actions Define the categories for the reference functional locations.

Define Structural Display for Reference Functional Locations In this step you define the appearance of the structural display for reference functional locations. The fields that you choose at this point are used for the field selection. Here you can define the layout of maintenance lists or the structure display by numbering the fields which should appear in the lists or by marking them as 'suppressed'. Numbering fields defines the sequence in the list, so that the field with the number '1' appears first in the list, the field with the number '2' second, and so on.

Notes •

The individual user cannot activate fields which are selected as 'suppressed' for his userspecific field selection.

•

An individual can define his own user-specific list from the field list you have defined. However, he can only use those fields which are numbered and those marked as 'not suppressed' for this purpose.

•

If you provide fields with a number, these fields are displayed to the user in the relevant application transactions in the lists.

•

If a user does not define his own field selection, the fields you have activated will be displayed to him.

Activities Define the appearance of the structural display for your reference functional locations.

Page 43 of 85

Define Category of Functional Location 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 categories

•

field selection

•

whether change documents are created

•

a key defining the appearance of the dialog box for the object information.

Activities Define your categories of functional locations.

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.

Define Field Selection for Data Screen for Reference Functional Locations In this step, you can define the field selection for reference functional locations. Note that this relates exclusively to data fields for reference functional locations. The programs for functional locations and equipment master records were remodelled for version 4.5. For this reason, the field selection also has its own transaction with different screens. The field selection for functional locations and equipment can be defined together. Here you maintain the data fields for the reference functional location.

Page 44 of 85

Equipment In this step you configure the equipment master records.

Equipment Categories You must allocate an equipment category to every equipment master record that you create. You determine the features of an equipment master by its equipment category. Decide which equipment categories you need to create on the basis of the control features: •

screen sequence during the maintenance of master data

•

number interval and number assignment

•

ongoing usage history

•

option of installation at functional locations

•

documents verifying changes to master data

•

use as a production resource/tool

•

status profile

•

equipment texts in several languages

In the following steps, you must group equipments you wish to manage under the SAP system in accordance with the criteria above and define characteristics for each equipment category. Adapt the equipment categories configured to your company's requirements or define new categories if required.

Maintain Equiment Category In this step you define the description for an equipment category and assign a reference category to this equipment category. You use the equipment category to define the characteristics for an equipment master record. Using the control characteristics, you can decide how many and which equipment categories you require. The following control characteristics are available: •

View profile for master data maintenance

Page 45 of 85

•

Number interval and number assignment (you can choose between numerical and alphanumerical numbers)

•

Update of a usage history

•

Installation options at functional locations

•

Verification documents for master data changes

•

Usage as production resources/tools

•

Status profile

•

Equipment texts in several languages

Notes You must define for each equipment category whether a usage history should be written. Field selection is defined using the equipment reference categories. In addition to the view profile, which provides you with a user-friendly set-up of the screen templates, you can also assign additional equipment views to each equipment category, for example, other data for internal enhancements, or sales data which is only required in special cases for equipment maintenance. However, these assignments are used solely to enable the system to be operated more easily; a deactivated view can always be reactivated again for each equipment master record. It is therefore an uncritical setting that can be canceled at any time.

Activities 1. Specify the indicators for your equipment categories. 2. Enter the descriptions for your equipment categories. 3. Assign a reference category to each equipment category.

Define Additional Business Views for Equipment Categories In this step, you can define other views for each equipment category. The views represent additional data screens for the equipment master record. You can activate or deactivate the following views. •

Sales data view

•

PRT view

Page 46 of 85

•

Equipment configuration

•

Serial data view

•

View for other data

If you activate a view, the assigned data fields and screens can be automatically maintained. If the views are deactivated, you can maintain the data fields and screens. However, you must call them up explicitly using one of the function keys.

Notes You can change the views at any time. The rigid assignment between reference equipment category and screen sequence (up to Version 3.1I) is replaced by the settings options for views.

Activities Define the possible views for each equipment category by activating or deactivating the views.

Define Number Ranges 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 assigmnent

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 range for each equipment category. The same number ranges can be shared by several equipment categories.

Recommendation SAP recommend 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.

Page 47 of 85

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. You transport number range objects as follows: In the initial screen, choose Interval -> Transport. Note that all intervals for the selected number range object are deleted in the target system first. After the import, only the intervals you export are present. The number statuses are imported with their values at the time of export. Dependent tables are not transported or converted.

Settings for Fleet Management In this section, you can make settings for fleet management. You should use fleet management if, for example, you want to use technical objects to: •

Represent fleets of vehicles with specific vehicle data

•

Perform consumption calculations

Assign View Profile and Equipment Categories to Fleet Object Types In this step, you define different types of fleet objects, for example: •

Heavy goods vehicles

•

Cars

•

Fork-lift trucks

•

Trailers

An individual view profile, which defines the screen template layout for the fleet object-specific data, can be assigned to each of these fleet object types. You can still define equipment categories allowed for the fleet object types. Note, however, that in this setting undefined equipment categories can be used for fleet objects. When creating a fleet object, the system highlights the incompatibility with a warning message. If you only define one equipment category for each fleet object type, this is proposed automatically when a new fleet object is created.

Page 48 of 85

Example For example, you can configure the screen templates differently for fork-lift trucks and heavy goods vehicles differently.

Requirements The fleet object types must be defined in Customizing first as types of technical object.

Define Consumable Types In this step, you can define consumable types. You can assign three consumable types to each fleet object.

Example For example, you can define that a particular fleet object requires: •

Lead-free petrol

•

A certain type of engine oil

•

A certain type of gear lubricant oil

Further Notes The settings are used solely for checking the permitted values and can be used for reporting functions.

Define Usage Types for Fleet Objects In this work step, you can define different usage types for fleet objects. The usage type can be freely defined by you. It is considered as a criterion for usage-related categorization.

Example Here you can define, for example, whether a fleet object can be used: •

Exclusively for business

•

Privately and for business

•

As company transport

•

For Executive Board purposes and so on.

Page 49 of 85

Further Notes The settings are used solely for checking the permitted values and can be used for reporting functions.

Define Engine Types for Fleet Objects In this step, you can define different engine types for fleet objects. The engine type can be defined freely by you. It is intended as a criterion for usage-related categorization.

Example For example, you can define the following engine types for fleet objects: •

Electric

•

Diesel

•

4-cylinder petrol

•

6-cylinder petrol and so on.

Further Notes The settings are used solely for checking the permitted values and can be used for reporting functions.

Make Settings for Units of Measurement for Monitoring of Consumption In this step, you can make the settings for determining the energy and fuel consumption of your fleet objects. Note that the common ways in which energy consumption is measured are already contained in the standard settings. The design of the settings is outlined below. Energy consumption for fleet objects can be calculated based on: •

Time - for example, liters per hour

•

Distance - for example, liters per 100 km

Page 50 of 85

However, the representation of consumption can vary in different countries. For example, you would define for Europe that fleet object consumption is usually specified in liters per 100 km, whereas in the United States, this would be miles per gallon (MPG). Nevertheless, the latter is still a distance-based calculation. Technically speaking, consumption is represented as volume consumption per unit of time, or per unit of distance. You can also find both these settings in the first table, and you must then only change them if you have defined a new unit of measurement for consumption. There is no reason to do this for fuel consumption. All display units of the same dimension (for example, volume consumption per unit of distance) are grouped together with the display units of the inverse dimension (for example, distance per unit of volume consumption). On the detail screen, you can assign the accompanying display units to a unit group.

Standard Settings Check the standard settings. Generally, you do not have to make any changes.

Define Special Measurement Positions for Fleet Objects In this step, you can create special measurement positions, which contain special functions for fleet management. The measurement positions are used to perform fleet object-specific calculations, such as those for consumption, to create measuring points automatically, and as a basis for evaluation for the information system. The last two points have not been developed for Version 4.6A, but should be considered for your Customizing activities in the future. You can assign certain attributes to each measurement position.

Define Calculation Method for Fleet Consumption Values Here you can define the procedures for how the consumption values for fleet objects are calculated. Note that the most commonly used procedures are already delivered in the standard system, and you only need to make the relevant assignments. First you define the unit required (for example, liters / 100 km, miles per gallon). This unit must first be assigned to a unit group. You can assign any number of counters to a fleet object. To calculate the consumption, you must define here which fleet object counter is used for calculating the consumption. You enter this counter in the column 'Fuel'. You have thereby defined the first basis of measurement for calculating the consumption.

Page 51 of 85

In another column, you can enter the primary counter. The primary counter is the vehicle counter used to measure the distance or operating time, to which the vehicle consumption measured refers. The following display units are provided: •

Liters per 100 km

•

Miles per US gallon

•

Liters per hour

•

US gallons per hour

The next two settings define the period of time, for which the system should analyze service and consumption. You have the option of specifying a value in days for a short-term analysis and a long-term analysis.

Requirements The counters and dimensions must be maintained completely. The required display unit must be assigned to a unit group.

Standard Settings One entry is available for each standard calculation method. You only have to make the relevant assignments.

Set Field Selection for Specific Fields in Fleet Management In this step, you can define the field selection for the equipment master record. The fields provided here are specific data fields from the equipment master record for fleet management. For this reason, you should always consider influencing values. If you select the influencing fields, you can find fields on the list which enable object-related field selection.

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). Modifiable and influencing fields are defined for each screen modification group:

Page 52 of 85

•

For the modifiable fields, use indicators to specify how the individual fields in the screen are represented:

•

The field is ready for input (default setting)

•

The field requires an input (required field)

•

The field is only displayed

•

The field is suppressed

•

The field is highlighted

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. •

For the influencing fields, you specify how the modifiable screen is represented in the screen, depending on a value (e.g. that the work center is a required entry for a certain order type).

Your Options for Defining the Field Selection You maintain the indicators of the modifiable fields, independently of a influencing value 1. Place the cursor on a screen modification group. 2. Press the function key Modifiable. You maintain a influencing value for an influencing field and then the indicators for the modifiable fields 1. Place the cursor on a screen modification group. 2. Press the function key Influencing. All of the fields, for which you can enter influencing values, appear on the screen. 3. Double-click on the influencing field, to which you wish to assign a concrete value. All of the fields, which can be modified depending on the influencing value, appear on the screen. 4. Maintain a value in the field Influence value and the corresponding indicator for the modifiable fields. 5. Press Enter. The inputs are copied. 6. Maintain other values for the influencing field or choose other fields using the function key Influencing. 7. Save your inputs. You maintain an indicator for a modifiable field and specify the values of the influencing fields. 1. Place the cursor on a screen modification group. 2. Press the function key Modifiable. All fields, which you can modify for this screen modification group, appear on the screen. 3. Double-click on a modifiable field, for which you wish to maintain influencing values. All influencing fields appear on the screen. 4. Place the cursor on a influencing field, for which you wish to assign a value, and press New Values. A dialog box appears on the screen.

Page 53 of 85

5. Maintain the value and indicator for the influencing field, and press Continue. The values are copied. 6. Save your inputs.

Object Links In this menu option you can make the settings for the object links.

Object Links In this menu option you can make the settings for the object links.

Define Media for Object Links In this step you can define the media that are allowed for object links. The medium indicates the kind of link (electricity, gas, telecommunications cable etc.) and you can define it freely. You can enter the material number for an object link for informative purposes in the field provided.

Example You are defining a medium for a cooling system. Only one particular type of coolant is allowed in this cooling system, and so you enter the number of the permitted coolant in the "Material" field.

Note You should also supply a descriptive text for each medium, as this will be displayed in the associated transactions.

Activities Define the media for your object links.

Define Number Ranges for Object Links Use this menu option to define the number ranges for object links . You have the following options: •

internal number assignment

With internal number assignment, the numbers are assigned automatically by the SAP system. The number range 01 must be created. •

external number assignment

Page 54 of 85

With external number assignment, the numbers are assigned manually by the user. The number range 02 must be created.

Activities Define the number ranges for your object links, depending on whether you require internal or external number assignment. You transport number range objects as follows: In the initial screen, choose Interval -> Transport. Note that all intervals for the selected number range object are deleted in the target system first. After the import, only the intervals you export are present. The number statuses are imported with their values at the time of export. Dependent tables are not transported or converted.

Set List Editing for Object Links from Equipment Sie können hier die möglichen Selektionsfelder festlegen, die Selektionsfelder mit konkreten Werten belegen und die Feldauswahl für die Listdarstellung vornehmen. Vorgehensweise Wenn Sie die Funktion ausführen, erhalten Sie eine Maske, auf der Sie mehrere Selektionsmöglichkeiten haben. In der Regel finden Sie die Funktionen •

Selektionsbild Liste Anzeigemodus

•

Selektionsbild Liste Änderungsmodus

•

Feldauswahl Liste pflegen.

Bei der Auswahl der Selektionsfelder erhalten Sie ein weiteres Fenster, auf dem Sie das Feld 'Variante für alle Selektionsbilder' ankreuzen müssen. Mit 'Weiter' gelangen Sie auf eine weitere Maske, in der Sie bestimmte Attribute für die Selektionsfelder vergeben können. Die Attribute haben folgende Bedeutung: •

Geschützt

Dies bedeutet, daß dieses Feld auf der Selektionsmaske angezeigt wird, jedoch nicht eingabebereit ist. Beispielsweise haben Sie ein Selektionsfeld mit einem Wert belegt, der vom Anwender nicht verändert werden soll.

Page 55 of 85

•

Unsichtbar

Dies bedeutet, daß dieses Feld auf der Selektionsmaske ausgeblendet wird und als Selektionskriterium nicht einsetzbar ist. •

Variable

Dies bedeutet, daß dieses Feld nicht mit einem konkreten Wert, sondern mit einer Variablen belegt wird. Beispielsweise soll die Selektion immer über einen bestimmten Zeithorizont (z.B. den aktuellen Monat) durchgeführt werden. In diesem Fall würden Sie die Variable 'Aktueller Monat' eintragen. Damit würde automatisch der aktuelle Monat als Selektionskriterium vorgeschlagen.

Hinweis Jeder Anwender kann sich zusätzlich sein eigenes Selektionsbild erstellen. Das von Ihnen hier definierte Selektionsbild wird nur dann vom System vorgeschlagen, wenn für den Anwender unter seinem Benutzernamen kein individuelles Selektionsbild definiert wurde. Wenn Sie für jeden Anwender ein individuelles Selektionsbild definieren wollen und das anwenderindividuelle Selektionsbild beim Aufruf des Reports automatisch vorgeschlagen werden soll, muß der Name der Reportvariante mit 'U_BENUTZERNAME' beginnen. Pflege der Selektionsvarianten

Wenn Sie die Funktion ausführen, erhalten Sie das Startbild mit allen Selektionsfeldern. Damit können Sie das Standardselektionsbild definieren. Dieses Selektionsbild wird immer dann vorgeschlagen, wenn für den Anwender unter dem Namen 'U_BENUTZERNAME' kein individuelles Selektionsbild definiert wurde. Der Name der Selektionsvariante ist immer 'SAP_TCODE_XXXX'. XXXX steht für die entsprechende Anwendungstransaktion. Pflege der anwenderspezifischen Selektionsbilder Diese Funktion wird nicht über das Customizing eingestellt. Die Pflege der anwenderspezifischen Selektionsvarianten nimmt der einzelne Anwender vor, indem er die einzelne Transaktion aufruft und ausführt. Aus der Liste heraus kann er die Funktion 'Einstellungen' aufrufen und dort mit der Funktion 'Varianten einstellen' sein eigenes Selektionsbild erzeugen. Das System generiert dabei automatisch die Variante 'U_BENUTZERNAME', die nach dem Sichern bei späteren Transaktionsaufrufen für den Benutzer immer aufgerufen wird. Einstellungen für die Feldauswahl setzen Die Feldauswahl für die Liste pflegen Sie, indem Sie den Report ausführen und auf der Liste den Menüpfad 'Einstellungen' -> 'Anzeigevarianten' -> 'Verwaltung' ausführen.

Page 56 of 85

Bitte beachten Sie, daß Sie mit der hier vorgenommenen Einstellung für die Feldauswahl eine Vorbelegung treffen, die immer dann genutzt wird, wenn der einzelne Benutzer für sich keine eigene Feldauswahl definiert hat. Alles zu Arbeiten mit Listen finden Sie in der R/3-Bibliothek unter "PM Anwendungsübergreifende Funktionen".

Set List Editing for Object Links from Functional Locations Here, you can define the possible selection fields which occupy selection fields with concrete values and make the field selection for the list display. Procedure When you execute the function, you reach a screen in which you have several selection options. You usually find the functions: •

Selection screen list display mode

•

Selection screen list change mode

•

Maintain field selection list

When you choose selection fields, you reach an additional window, in which you must mark 'Variant for all selection screens'. By choosing 'Continue', you reach another screen in which you can specify attributes for the selections fields. The attributes have the following meaning: •

Protected

This means that this field is displayed in the selection screen, but is not ready for input. For example, you have a selection field with a value which should not be changed by the user. •

Invisible

This means that this field is hidden in the selection screen and cannot be used as a selection criterion. •

Variable

This means that this field is given a variable, not a concrete value.

Page 57 of 85

For example, if the selection is always performed using a certain call horizon (for example, the current month). In this case, you would enter the variable 'current month'. The current month would therefore be proposed as a selection criterion.

Note Each user can also create their own selection screen. The selection screen defined by you is only then proposed by the system, if no individual selection screen has been defined for the user under their user name. If you want to define an individual selection screen for each user, and the user-specific selection screen should be proposed automatically when the report is called up, the name of the report variant must begin with 'U_USERNAME'. Maintenance of selection variants

When you execute the function, you reach the initial screen with all the selection fields. There you can define the standard selection screen. This selection screen is then always proposed if no individual selection screen has been defined for the user under the name 'U_USERNAME'. The name of the selection variant is always 'SAP_TCODE_XXXX'. XXXX stands for the relevant application transaction. Maintenance or user-specific selection screens This function is not set using Customizing. The individual user maintains the user-specific selection variants by calling up and executing the individual transaction. The user can call up the function 'Settings' from the list, and generate their own selection screen there using the function 'Set variants'. The system thereby automatically generates the variant 'U_USERNAME', which is always called up for the user after saving for subsequent transactions used. Setting the field selection settings You maintain the field selection for the list by executing the report, and then choosing 'Settings' -> 'Display variants' in the list. Note that the setting you make here for the field selection becomes a presetting, which is then always used if the individual user has not defined their own field selection. For more information about working with lists, see "PM - Cross-Application Functions" in the R/3 library.

Define Transaction-Based Default Values for Object Types

Page 58 of 85

This step allows you to define the default values for the object types for the maintenance transactions associated with the objects in Plant Maintenance.

Recommendation Before you maintain the default values, you should check which of the object categories that you have entered will be used most often in the productive system. This should then be set as the default value in the case of the appropriate transaction.

Requirements You must have maintained the following object categories: •

equipment category

•

functional location category

•

reference functional location category

Activities Define the object category default values for the maintenance transactions associated with the objects in Plant Maintenance.

Material Data Settings for Plant Maintenance You can make the settings specific to Plant Maintenance for material master records in this step.

Requirements You must have edited the settings for Materials Management (material master data) already before you process this step.

Define Structural Display for Material Data You can make the settings for the structural display of the material master records in this step. These settings apply exclusively to the Plant Maintenance area. The fields that you choose at this point are used for the field selection. Here you can define the layout of maintenance lists or the structure display by numbering the fields which should appear in the lists or by marking them as 'suppressed'. Numbering fields defines the sequence in the list, so that the field with the number '1' appears first in the list, the field with the number '2' second, and so on.

Page 59 of 85

Notes •

The individual user cannot activate fields which are selected as 'suppressed' for his userspecific field selection.

•

An individual can define his own user-specific list from the field list you have defined. However, he can only use those fields which are numbered and those marked as 'not suppressed' for this purpose.

•

If you provide fields with a number, these fields are displayed to the user in the relevant application transactions in the lists.

•

If a user does not define his own field selection, the fields you have activated will be displayed to him.

Activities Define the structural display for the material data.

Set List Editing for Material Data Here, you can define the possible selection fields which occupy selection fields with concrete values and make the field selection for the list display. Procedure When you execute the function, you reach a screen in which you have several selection options. You usually find the functions: •

Selection screen list display mode

•

Selection screen list change mode

•

Maintain field selection list

When you choose selection fields, you reach an additional window, in which you must mark 'Variant for all selection screens'. By choosing 'Continue', you reach another screen in which you can specify attributes for the selections fields. The attributes have the following meaning: •

Protected

This means that this field is displayed in the selection screen, but is not ready for input. For example, you have a selection field with a value which should not be changed by the user.

Page 60 of 85

•

Invisible

This means that this field is hidden in the selection screen and cannot be used as a selection criterion. •

Variable

This means that this field is given a variable, not a concrete value. For example, if the selection is always performed using a certain call horizon (for example, the current month). In this case, you would enter the variable 'current month'. The current month would therefore be proposed as a selection criterion.

Note Each user can also create their own selection screen. The selection screen defined by you is only then proposed by the system, if no individual selection screen has been defined for the user under their user name. If you want to define an individual selection screen for each user, and the user-specific selection screen should be proposed automatically when the report is called up, the name of the report variant must begin with 'U_USERNAME'. Maintenance of selection variants

When you execute the function, you reach the initial screen with all the selection fields. There you can define the standard selection screen. This selection screen is then always proposed if no individual selection screen has been defined for the user under the name 'U_USERNAME'. The name of the selection variant is always 'SAP_TCODE_XXXX'. XXXX stands for the relevant application transaction. Maintenance or user-specific selection screens This function is not set using Customizing. The individual user maintains the user-specific selection variants by calling up and executing the individual transaction. The user can call up the function 'Settings' from the list, and generate their own selection screen there using the function 'Set variants'. The system thereby automatically generates the variant 'U_USERNAME', which is always called up for the user after saving for subsequent transactions used. Setting the field selection settings You maintain the field selection for the list by executing the report, and then choosing 'Settings' -> 'Display variants' in the list. Note that the setting you make here for the field selection becomes a presetting, which is then always used if the individual user has not defined their own field selection.

Page 61 of 85

For more information about working with lists, see "PM - Cross-Application Functions" in the R/3 library.

Serial Number Management In this section, you can make settings for number management. Serial number management allows you to distinguish between individual items of a material that are managed with a single material number.

Example Company X produces three different types of solar collectors: •

Type A

•

Type B

•

Type C

There is a material master record for each type in the system. For control purposes, the company wants to know which customer received which collector type, and which serial number(s) of the collector type were supplied to the customer, when the individual solar collectors were delivered. It is therefore necessary to assign a serial number to the customer delivery in addition to the material number. A serial number master record is created with the assignment of the serial number. You can maintain data fields specific to the serial number in the master record. Examples of data fields specific to serial numbers are: •

Location of a serialized material within the company

•

Location of a serialized material at an external company

•

Last business transaction which was performed for the serialized material

At a later date, it may be necessary to enter equipment master records for materials that have already been serialized and delivered to customers, for example, if the producer of the solar collectors also has to perform maintenance activities for the customers and therefore wants to use all the functions available in the equipment master record for a serialized material. In order to keep this option open at any time, you must define a number range for serial numbers. The numbers assigned from this number range are not the serial numbers but reserved keys that stand for the combination of material number and serial number and the equipment number that may possibly be assigned. You can also define one or more profiles.

Page 62 of 85

The serial number profile defines how and under which conditions a serial number is assigned for a material.

Note A material can only be assigned serial numbers after the required serial number profile has been entered in the material master for a specific plant.

Define Serial Number Profiles In this step, you define profiles. A serial number profile must be assigned to each material that is to be serialized. This assignment is made at plant level in the material master record. This means that you can assign a separate serial number profile to a material for each plant. However, a material can have a mandatory serial number in one plant but not in others. In a serial number profile, you define the following: •

Thebusiness operations for which a serialization:

•

Can be performed

•

Must be performed

•

Is performed automatically

•

Is not performed

•

Information about whether for a business operation:

•

Serial numbers for which no master record exists in the system can be assigned

•

Serial numbers which already exist in the system must be entered

•

Information about whether a stock validation is made for stock-relevant operations and how the system should deal with inconsistencies. Note that this setting can only deliver meaningful results in combination with the setting of whether an operation requires serial numbers.

•

The business operations, for which an equipment master record must or must not be created for each serial number

•

The equipment category which the system should propose for the automatic assignment of serial numbers in the case of equipment master records

Page 63 of 85

Activities Define the serial number profiles.

Define Serialization Attributes for Movement Types In this work step, you can define the serialization attributes of individual movement types or movement type groups. Maintaing this setting is only necessary if you think the assignment of the serialization attributes at operation level is too rough.

Example For example, you can define serial number usage 'can' in the serial number profile for the serialization procedure using the key 'MMSL' (maintain goods issue and receipt document). For certain movement types, however, you want to ensure that serial numbers must be used. To do this, you could define a movement type group here with the corresponding assignments and assign this movement type group to the required movement types in the next step.

Recommendation You should only perform settings if you really require control of the serialization attributes which is specifc to the movement type.

Further Notes If you do not assign any movement type group to a movement type, the system always uses the definitions from the serial number profile which are defined for each operation key.

Define Default Equipment Categories for Serial Numbers In this step, you define a central default equipment category for the serial number management. This equipment category is proposed by the system if the system cannot find an equipment category in the serial number profile for a serialization operation.

Exception If you create master records for serial numbers, the system always automatically proposes the default equipment categories defined here.

Page 64 of 85

The internal number range of the equipment category you selected is copied automatically.

Note on serial number range The numbers assigned via this setting are irrelevant for actual serial number management, since you work with serial numbers or material numbers in the application transactions. The numbers assigned here, however, are keys for the equipment file, as a basic equipment master record is created in the background for each serial number. For this reason, the internal number range of the selected equipment category will be proposed.

Note You can always make only one valid entry in this setting.

Deactivate Lock for Internal Assignment of Serial Numbers In this activity, you can deactivate the lock, which is set in the standard system for the internal assignment of serial numbers. Several users can thereby create serial numbers for a material at the same time. Note If the lock is deactivated, the system automatically updates the created serial numbers to the database when internal serial numbers are assigned. This results in gaps in the serial numbers created, as soon as you cancel the create operation without saving . However, you can fill in these gaps at any time by creating the missing serial numbers manually.

Transfer of Stock Check Indicator to Serial Numbers You must only execute this activity if you have changed the stock check indicator in the serial number settings and goods movements were already performed with serial numbers.

Further Notes Since the indicator, as to whether stocks should be checked for individual stocks, is copied from the presettings in the data records, for this to be subsequently changed, the existing serial numbers must be adjusted to the changed presettings. These adjustments are made using a report which you can start here. Execute program 'RISERNR9' The runtime can be long depending on the number of data records.

Page 65 of 85

Note the report documentation

Set List Editing for Serial Numbers Here, you can define the possible selection fields which occupy selection fields with concrete values and make the field selection for the list display. Procedure When you execute the function, you reach a screen in which you have several selection options. You usually find the functions: •

Selection screen list display mode

•

Selection screen list change mode

•

Maintain field selection list

When you choose selection fields, you reach an additional window, in which you must mark 'Variant for all selection screens'. By choosing 'Continue', you reach another screen in which you can specify attributes for the selections fields. The attributes have the following meaning: •

Protected

This means that this field is displayed in the selection screen, but is not ready for input. For example, you have a selection field with a value which should not be changed by the user. •

Invisible

This means that this field is hidden in the selection screen and cannot be used as a selection criterion. •

Variable

This means that this field is given a variable, not a concrete value. For example, if the selection is always performed using a certain call horizon (for example, the current month). In this case, you would enter the variable 'current month'. The current month would therefore be proposed as a selection criterion.

Note Each user can also create their own selection screen. The selection screen defined by you is only then proposed by the system, if no individual selection screen has been defined for the user under their user name.

Page 66 of 85

If you want to define an individual selection screen for each user, and the user-specific selection screen should be proposed automatically when the report is called up, the name of the report variant must begin with 'U_USERNAME'. Maintenance of selection variants

When you execute the function, you reach the initial screen with all the selection fields. There you can define the standard selection screen. This selection screen is then always proposed if no individual selection screen has been defined for the user under the name 'U_USERNAME'. The name of the selection variant is always 'SAP_TCODE_XXXX'. XXXX stands for the relevant application transaction. Maintenance or user-specific selection screens This function is not set using Customizing. The individual user maintains the user-specific selection variants by calling up and executing the individual transaction. The user can call up the function 'Settings' from the list, and generate their own selection screen there using the function 'Set variants'. The system thereby automatically generates the variant 'U_USERNAME', which is always called up for the user after saving for subsequent transactions used. Setting the field selection settings You maintain the field selection for the list by executing the report, and then choosing 'Settings' -> 'Display variants' in the list. Note that the setting you make here for the field selection becomes a presetting, which is then always used if the individual user has not defined their own field selection. For more information about working with lists, see "PM - Cross-Application Functions" in the R/3 library.

Field Selection for Multi-Level List Display of Serial Numbers In this section, you adapt the presettings for multi-level lists for serial numbers to your requirements. This is a list which you can call up as a serial number history from the serial number master record. The fields that you choose at this point are used for the field selection. Here you can define the layout of maintenance lists or the structure display by numbering the fields which should appear in the lists or by marking them as 'suppressed'.

Page 67 of 85

Numbering fields defines the sequence in the list, so that the field with the number '1' appears first in the list, the field with the number '2' second, and so on.

Notes •

The individual user cannot activate fields which are selected as 'suppressed' for his userspecific field selection.

•

An individual can define his own user-specific list from the field list you have defined. However, he can only use those fields which are numbered and those marked as 'not suppressed' for this purpose.

•

If you provide fields with a number, these fields are displayed to the user in the relevant application transactions in the lists.

•

If a user does not define his own field selection, the fields you have activated will be displayed to him.

Bills of Material You can set up your BOMs in this section. You will be editing the following on the basis of key points: •

Central configuration for controlling EC management and BOM history

•

Definition of the technical areas in which the BOMs are to be used

•

Configuration of default values

•

Configuration of the link with other areas (for example, Materials Management, Material Requirments Planning, Costing and so on)

Note Check whether the BOMs have already been configured during customizing of the Production Planning System (PP). If this is the case, you should only edit this section after consulting the person responsible for the customizing of the PP BOMs. This is particularly important in the case of central settings (engineering change management, control data, modification parameters, default values and general data).

Control Data for Bills of Material Page 68 of 85

You can maintain the central parameters for your BOMs in this section.

Set Modification Parameters This step allows you to define the following central settings for your BOMs: •

Activating validity maintenance

If you activate validity maintenance, you then have the option of specifying a "valid from" date when maintaining a BOM. If validity maintenance is not active, BOMs are created with the current date or if necessary with the internal system low date (1.1.1990). •

Activating the low date

If you activate the low date (1.1.1990), this will be proposed as the "valid from" date instead of the current date. •

Activating management

•

If you activate engineering change management, you have the option of making BOM changes with a history in reference to a change number (in other words the state of the BOM before and after the change will be recorded in the system).

If you deactivate engineering change management, you cannot make any changes in the BOM with a historical record. You only determine in this step whether or not BOM maintenance can be carried out with engineering change management. You specify in the menu option " Determine history requirement for BOMs " whether the use of engineering change management is compulsory in particular cases. •

Size unit for 'piece'

Here you can define a proposed unit of measurement for the BOM header and the BOM items. Remember that the base unit of measure for equipment BOMs and functional location BOMs is always 'piece'. •

Explosion type BOM item

You only use this indicator when you have activated the BOM engineering change management. •

Activating the CAD switch

If you want to maintain BOMs from a CAD system, activate the CAD switch. This switch ensures that an additional field appears in the BOM header and BOM item. This field tells you whether the BOM header or BOM item was maintained from the CAD system.

Note The modification parameters set here are valid both for material BOMs and equipment BOMs. This is, as a rule, a one-time setting which should not be changed once the system is productive.

Page 69 of 85

Default settings The following settings are supplied in the standard system: •

validity maintenance and EC management are active

•

the current date is proposed

•

CAD is active

Recommendation It is recommended that you use the SAP standard settings.

Activities Define the central settings for BOMs.

Define BOM Status You can define the possible BOM statuses in this menu option. The BOM status controls other activities in different areas (for example, engineering, costing, material requirements planning).

Example of default settings 1 - BOM active This BOM can be exploded in material requirements planning, for example, and can be released for the planned order. 2 - BOM inactive The editing options above are not possible.

Recommendation SAP recommends that you accept the settings defined in the standard system. In this case, no action is required on your part.

Activities Define the possible BOM statuses.

Define Default Values

Page 70 of 85

This menu option allows you to define the following default values for the maintenance of BOMs: •

Base quantity

All compoment quantities in a BOM refer to the quantity. The SAP System proposes the base quantity when you create a BOM. •

BOM status

The BOM status controls activities in other organizational areas. The SAP System proposes the BOM status when you create a BOM. •

Size unit

The size unit entered here will be used for variable-size items if you do not maintain a unit for them. It will be specified in millimeters (= mm). •

Unit of measure for variable-size part

The unit of measure of the variable-size part will be proposed when you maintain variable-size items.

Further Notes The default values that you enter here are valid both for material BOMs and for equipment BOMs.

Requirements You must have already processed menu option " Define BOM status".

Recommendation You should use the default value supplied by SAP for the unit of measure for variable-size parts. It does not make sense to change this value.

Activities Define the following default values for maitaining BOMs: •

base quantity

•

BOM status

•

size unit

•

unit of measure for variable-size part

Page 71 of 85

General Data You can define the following in this section: •

BOM usage in plant maintenance

•

control data and default values for the header data

•

history requirement for particular BOMs depending on their usage and status

BOM Usage You can create various BOMs for a material: •

Production BOMs

You can create a production BOM for a material that you produce yourself, for example. The production BOM contains all the parts needed for production. •

Maintenance BOMs

The maintenance BOM contains only the parts that can be repaired or replaced during regular maintenance tasks or repair tasks. In this section, you maintain the BOM usage . You define which user departments (production, plant maintenance, engineering and so on) a BOM of a particular usage can be used in. The BOM usage must be specified when a BOM is created. If you then add components of the BOM, you can enter for each BOM item an item status which defines the possible usages of this special item. If you only allow the area of Plant Maintenance in theBOM usage, this means that even the individual items can only be relevant to Plant Maintenance.

Standard settings BOM usage '4' is supplied as plant maintenance in the standard system. This means that BOMs defined as usage '4' are exclusively relevant to plant maintenance. Other areas such as production, for example, cannot use usage '4'.

Note You can create BOMs for materials within maintenance BOM management for which no plant data is maintained. This function is only possible for BOMs that are exclusively relevant to plant maintenance.

Define BOM Usages When you maintain BOM usage, you define the user departments (production, plant maintenance, engineering and so on) by which a BOM of a particular usage can be used.

Page 72 of 85

Note •

BOM components that are needed by several user departments (for example, production and plant maintenance) can also be used jointly in material BOMs.

•

Once BOMs exist for a BOM usage , the usage can no longer be deleted. Furthermore, the usage can also only be changed to a limited extent.

•

The indicator that shows the usage is relevant to plant maintenance should only be used when this is the case.

Recommendation You should decide first of all whether you want to use separate BOMs for the individual areas within the company or whether you want to use joint BOMs for several areas. If you have BOMs that are related to a particular area, you can maintain the BOMs separately for each area. However, this may involve an increase in the amount of time it takes to maintain all the BOMs. Use the BOM usages that have already been set up and change the item status control if necessary. Define any further BOMs according to your requirements.

Activities Define the BOM usages.

Define Default Values for Item Status You can define default values for the item status for each BOM usage in this menu option. The item status is proposed in BOM maintenance when you create new BOM items. Bear in mind that the status spare part indicator refers to the production BOMS and not to the maintenance BOMs. This means that you may not use the item status spare part indicator in maintenance BOMs.

Requirements You must have already defined the BOM usage.

Recommendation When defining the default values, pay attention to the settings allowed in the definition of the BOM usages. The SAP System checks the consistency of the settings automatically. In the case of maintenance BOMs, you should always check the indicator maintenance relevant.

Page 73 of 85

Note You should at least define default values for the item status indicators that you have already specified as required entries when defining the BOM usage.

Activities Configure the default values as necessary for the item status of the individual BOM usages.

Define Copy Default Values for Item Status If you want to use the BOMs of other user departments as a reference when creating maintenance BOMs, you can specify in this menu option that the item status of the copied item is to take on certain features for maintenance BOMs. Example You want to use production BOMs as a reference for plant maintenance. The item statuses 'production' and 'construction' are allowed in the production BOM. You only want the item status 'PM' allowed when the maintenance BOM is maintained. Define for the corresponding BOM usage (reference) and the BOM that is to be created (e.g. usage '4' for plant maintenance) the item statuses that are to be assigned to the individual items when a BOM is created with a reference. The following rules apply: •

If a BOM usage has default copy values, they will be followed whenever items are copied.

•

If a BOM usage has no default copy values, all the indicators that are allowed in the new BOM will be copied when an item is copied.

Note If you only use the item status 'PM' for maintenance BOMs, you do not need to maintain default copy values, as the system copies all the item statuses that can be copied on the basis of the BOM usage, which in this case is simply only the item status 'PM'.

Actions Configure the necessary default copy values.

Define Material Types Allowed for BOM Header You can define whether BOMs can be created for materials of a particular type for each BOM usage in this menu option. You have the option of masking the material type entry.

Page 74 of 85

When you create a new BOM, the material type is checked as follows: •

The entries that are fully qualified (those not masked) are checked first. The masked entries are checked last.

•

Your choice of control indicator determines whether the entry is allowed or not.

Example: Example of allowed material types in BOM

Recommendation SAP recommends that you accept the settings defined in the standard system. In this case, no action is required on your part.

Actions 1. Define the allowed material types for the BOM header. 2. Enter new material types if necessary.

Define Responsible Designers/Laboratories You can allocate a main engineering office or laboratory to each BOM. The engineering office or laboratory is maintained in the BOM header. The entries for laboratory and office are also used by the Materials Management (MM) component. You should contact the person responsible for the MM component before you delete any entries. You can use this assignment for evaluation purposes.

Activities Define the engineering offices or laboratories.

Define History Requirement for Bills of Material You can define in this menu option whether changes can only be made with a history ( change master record) to BOMs of a particular BOM usage and BOM status.

Note If you do not make any settings, you can maintain BOMs either with or without a history. Once a BOM has been changed with a history, you can only change it again with a history. Exception:

Page 75 of 85

There is a special authorization that lets you change BOMs without a history that have previously been changed with a history.

Example You want changes to active maintenance BOMs to be documented in the system. This means that you must activate the history requirement for BOM usage '4' and status '1' when you are working with the default settings.

Requirements If you want BOMs to be maintained with a history, the following conditions must be fulfilled: •

EC management must be active

•

validity maintenance must be active

Activities Define the BOM usages and statuses for which BOM changes must occur with a history.

Item Data You can make the settings that relate to the BOM items in this section. You define the following amongst other things: •

item categories

•

object types

•

spare part indicators

Define Item Categories When you enter a new BOM item, you must allocate it an item category. This category defines the features and functions of the item. Screen selection and structure of the item detail screens in BOM maintenance is also controlled by the item category. The item category answers the following questions: •

Is the entry of a material required?

•

Is inventory management by quantity carried out for this item?

•

Is the item a text item without any functionality?

Page 76 of 85

•

Is the entry of individual sizes to be possible for this item (variable-sized item)?

•

Which quantity sign is defined?

•

Are sub-items supported?

•

Is it a structure element in plant maintenance?

No plant check is made for the material in the case of maintenance structure elements. You should only use an item category like this exclusively for items that are used purely for structuring maintenance BOMs. •

Is the item a document item?

In the case of document items, you can enter a document that you have created in the system . •

What is the screen selection and item detail screen structure?

Screen selection is defined for each item category by means of the item control key.

Note •

Note that you cannot combine all the features and functions with one another when you are defining new item categories. The system carries out the corresponding checks.

•

It is also important that you choose the correct item control key. Use the item categories that exist as a guide or ask your consultant for his or her advice. The definition of new item control keys is not supported.

•

Do not delete item categories that still have BOM items.

Default settings The following item categories are supplied in the standard system: •

document item

•

stock item

•

text item

•

non-stock item

•

variable-sized item

•

PM structure element (plant maintenance)

Page 77 of 85

Recommendation You should use the standard item categories supplied by SAP. You should not change them. You should only create new item categories when you cannot represent the required functionality using the standard item categories supplied.

Actions Define any item categories required. Proceed

Define Object Types BOM items differ according to their objects. There are BOM items with materials, documents and without objects (for example, text items). You can define an object category here for each type of BOM item that will show you the type of item in each case in the general item overview screen. The assignments are for information purposes only. You should plan to use only simple BOM structures with few object categories. For example, if you do not use document administration you can easily avoid great deviance in the object categores.

Example Object category BOM item object ---------------------------------------M Material D Document ' ' No object

Actions Define the object categories for each BOM item.

Define Material Types Allowed for BOM Item You can define in this menu option the types supported in the creation of BOM items in relation to the BOM usage and the BOM header material type. You can mask the entries in the fields "BOM usg", Mat type BOM h" and "Mtype BOM item", in other words you can enter an "*" (wildcard) instead of a particular usage. This then represents all the possible usages. The SAP System checks the material type when you enter new BOM items as follows:

Page 78 of 85

•

The entries that are fully qualified are checked first and then the masked entries.

•

Your choice of a "(not) allowed" indicator determines whether or not the entry is allowed.

Example You can define the material types allowed in the creation of new BOM items as follows:

-------------------------------------------------------------------BOM Material type Material type Allowed/ usage BOM header BOM item not allowed -------------------------------------------------------------------1 HALB * + 1 HALB VERP -------------------------------------------------------------------* = masked (i.e. all the entries supported for a field)

Material type VERP is not allowed in the creation of BOM items (indicator -) for usage 1 "Production" and material type HALB in the BOM header. All other material types are allowed (indicator +).

Requirements You must have edited the following menu options already: •

" Define BOM usages"

•

"

•

Define allowed material types for BOM header"

Default settings All material types are allowed for the creation of BOM items for all BOM usages supplied in the standard system with all material types in the BOM header.

Recommendation If you use the BOM usages supplied in the standard system, you can also use the default settings in this menu option.

Actions Define the material types that are allowed for the creation of BOM items for each BOM usage as required.

Page 79 of 85

Maintain Variable-Size Item Formulas Variable-sized items allow you to record the cutting measurements for a basic material (raw material) in the BOM item. You can define formulas for variable-sized parts in this menu option, which can then be used to calculate the quantity of the variable-sized part. The quantity of a variable-sized part is calculated as follows: •

If you have not entered a formula key in the BOM item , the measurements are multiplied by one another.

•

If you have entered a formula key in the BOM item, calculation occurs on the basis of the algorithm recorded in the appropriate formula key.

Activities Enter new formulas for variable-sized items if necessary.

Define Spare Part Indicators You can define various spare part indicators in this menu option. The spare part indicator identifies BOM items as spare parts in production BOMs. You can create lists of spares on the basis of this indicator. You can classify spares on the basis of the spare part indicator (for example, A spares, B spares and so on, and a country-specific classification of spares is possible similar to this).

Note The spare part indicator is not needed for maintenance BOMs, as these consist solely of spare parts.

Define Material Provision Indicators In this step you define the material provision indicators. The material provision indicator identifies BOM items for material provision. It is evaluated in material requirements planning. You can also use the material provision indicator in BOM evaluations as a selection criterion. There are two types of material provision: •

material provided by a customer

•

material provided by a vendor

Page 80 of 85

Activities 1. Decide which types of material provision apply in your case. 2. Define the material provision indicators accordingly.

Determination of Alternative Bills of Material A material can have several BOMs of different usages. There may be several alternatives for each usage in the case of multiple BOMs . You can allow several usages for equipment , but you can only create one BOM for each usage, in other words you cannot create a multiple BOM for a piece of equipment.

Note You can skip this menu option if you are only defining one usage for your maintenance BOMs and if you are not using multiple BOMs in the case of multi-level equipment BOMs (in the material assemblies below the equipment). Define in this section: •

the priority with which the individual BOM usages are to be observed

•

the alternative that is to be selected within a usage

Determination of the BOM usage or the alternative BOM is realized in the following steps: •

The BOM selection ID and other features defined by the BOM status are determined by the particular application ID of the user department in each case. A BOM usage priority order is connected with selection ID.

•

The preferred BOM usage for a selection ID is determined by a priority order.

•

An alternative must be specified within the BOM usage in the case of multiple BOMs. The SAP System checks the alternative selected by

•

plant

•

material number

•

"valid from" date

Processingstatus: not yet maintained

Define Priorities for BOM Usage You can define your selection priorities in this menu option for the automatic selection of a BOM usage:

Page 81 of 85

•

The selection of a suitable BOM usage depends on the selection ID of the user department (plant maintenance is '03' in the standard system).

•

You can define within the selection ID the BOM usage that is to have priority. To do this, enter an order of priority for the BOM usages.

Note: The allocation of applications ('INST' in the standard system) to selection IDs ('03' in the standard system) is dealt with in the chapter 'Defining application-dependent selection IDs'.

Recommendation Find out the BOM usages that you are using for plant maintenance. If you are only working with one usage ('04' in the standard system), you only need to check the default settings.

Activities Define the BOM usage priorities.

PM-Specific Selection Criteria for Alternative Determination You can define the criteria and selection terms for the determination of BOM alternatives in this menu option.

Define Selection Criteria for Alternative Determination You can define a selection ID in this menu option that can be used for determining alternatives on the basis of priorities.

Example: You are using the standard application INST for plant maintenance. You can now allocate a selection ID (03 in the standard system) to the standard application INST, by means of which you can define the determination of BOM usages by priorities. BOM usage 4 is assigned to selection ID 03 in the standard system with the highest and only priority. If you have several BOM usages for plant maintenance, you define the order of the usages here. This assumes that you have already defined several BOM usages for plant maintenance.

Standard settings In the standard SAP delivery, the BOM usage 4 is assigned to the selection ID 03 with first and sole priority.

Page 82 of 85

Note If you have changed the selection term INST for the selection of an alternative, you must use the appropriate selection term here for the alternative selection.

Recommendation SAP recommends that you accept the settings defined in the standard system. In this case, no action is required on your part.

Activities Configure the selection IDs for your maintenance BOMs.

Check Selection Term for Alternative Determination You can define the selection term in this menu option by means of which an alternative is selected for maintenance BOMs.

Standard settings The sytem can only work with a single selection term. This selection term is defined as 'INST' in the standard system and you cannot change it.

Note If you have chosen a different term to 'INST' in the selection criteria, you must enter the new term here.

Activities Check the selection term.

Define Alternative Selection by Material You can define the selection of an BOM on the basis of material numbers in this menu option. The SAP System determines an alternative BOM for the required BOM usage by •

plant

•

material number

•

"valid from" date

Page 83 of 85

Note This method of selecting an alternative BOM is not allowed for equipment BOMs and BOMs for functional locations.

Recommendation •

Edit this menu option when you want to use multiple BOMs.

•

Configuring an alternative selection is only of use when the system is running.

Activities Define the alternative selection.

Make User-Specific Settings This menu option allows you to specify default values for users who work with bills of material. You can change the default values at any time if necessary. You can specify the following default values: •

item increment

•

item category for the "New Materials Items" screen

•

item category for the "New Document Items" screen

•

item category for the "New Class Item" screen

•

material provision indicator

•

PM assembly (maintenance BOMs)

•

dialog print options (BOM evaluations)

Recommendation You should maintain the following values: •

item category for the "New Material Items" screen

•

item category for the "New Document Items" screen

You can define default values which are valid for all users by making entries for a user 'DUMMY'.

Page 84 of 85

Activities Specify the user-specific default values.

Page 85 of 85