SAP PM Config Document

PM CONFIGURATION DOCUMENT

CONFIGURATION OF SAP PM MODULE PREPARED BY (GROUP-6)

1) MAYURSINH DAYATAR (WCL-ERW MECH.MAINT) 2) RAVISINH RATHOD (WIL-ENGG ELECT.INS)

Page 1 of 162

PM CONFIGURATION DOCUMENT 1) GETTING INTO CONFIGURATION THE AREA OF SAP T-Code:-SPRO

Click on SAP Reference IMG

Page 2 of 162

PM CONFIGURATION DOCUMENT

Page 3 of 162

PM CONFIGURATION DOCUMENT

2. ENTERPRISE STRUCTURE (ORGANIZATION STRUCTURE)

2.1 CONTENTS:     

Define Maintenance Planning plant Assign maintenance planning plant Define Location Define Plant structure Define Planner group.

2.2 Define Maintenance planning plant

Menu path:-Display IMG >Enterprise structure>Definition>Plant Maintenance>Maintain Maintenance planning plant. Select the path of maintain maintenance planning plant

Page 4 of 162

PM CONFIGURATION DOCUMENT

Click on new entry and create new planning plant.

Page 5 of 162

PM CONFIGURATION DOCUMENT

New planning plant 2700 is created.

Page 6 of 162

PM CONFIGURATION DOCUMENT 2.3 Assign Maintenance planning plant to maintenance plant Menu path:-Display IMG>Enterprise structure>assignment>Plant maintenance>Assign maintenance planning plant to maintenance plant.

Assigning planning plant

2700 planning plant is assigned to maintenance plant. Page 7 of 162

PM CONFIGURATION DOCUMENT 2.4 Define Location Menu path:-Display IMG>enterprise structure>Defination>Logistics general>define location>save>transport request.

Click on new entry and create plant location.

Page 8 of 162

PM CONFIGURATION DOCUMENT

P01 & P02 PLANT LOCATION IS CREATED.

2.5 Define plant section Menu path:-Display IMG>Plant maintenance & customers services>Master data in plant maintenance & customers services>Techanical object>General data>Define plant section.

Page 9 of 162

PM CONFIGURATION DOCUMENT

Click on new entry & create new section for plant

Page 10 of 162

PM CONFIGURATION DOCUMENT

Plant section forming, Entry & final is created

2.6 Define planner Groups Menu path: -Display IMG>Plant maintenance & customers services>Master data in plant maintenance & customers services>Techanical object>General data>Define planner groups.

Page 11 of 162

PM CONFIGURATION DOCUMENT

Click on new entry & create new planner group

Page 12 of 162

PM CONFIGURATION DOCUMENT

New planner group AHM is generated,

Page 13 of 162

PM CONFIGURATION DOCUMENT 3. Master data setting 3.1 Define user status(for master data) Menu path:-Display IMG>Plant maintenance & customers services>Master data in plant maintenance & customers services>Basic setting>Define user status.

Click on new entry

Page 14 of 162

PM CONFIGURATION DOCUMENT

Select the Equipment profile & add status of equipment

Click on Object type & select the object type.

Page 15 of 162

PM CONFIGURATION DOCUMENT

3.2 Create authorization keys for user status authorization, Menu path:-Display IMG>Plant maintenance & customers services>Master data in plant maintenance & customers services>Basic setting>Create Authorization keys for user status authorization.

Page 16 of 162

PM CONFIGURATION DOCUMENT Click on new entry & create the authorization keys.

ERWM authorization key is generated then go to define user status & assign the authorization key ERWM for master data,

Page 17 of 162

PM CONFIGURATION DOCUMENT

Authorization key is assigned,

3.3 Define currency for maintenance statics currency Menu path:-Display IMG>Plant maintenance & customers services>Master data in plant maintenance & customers services>Basic setting>Define currency for maintenance statics currency. Note:-it is only created at only time then it is standard.

Page 18 of 162

PM CONFIGURATION DOCUMENT

3.4 Define permit category. Menu path:-Display IMG>Plant maintenance & customers services>Master data in plant maintenance & customers services>Basic setting>permit>define permit category. Click on new entry and create permit category.

Permit category HOT work is created. 3.5Define measuring points category Menu path:-Display IMG>Plant maintenance & customers services>Master data in plant maintenance & customers services>Basic setting>Measuring point counter & measuring documents>Define measuring point category.

Page 19 of 162

PM CONFIGURATION DOCUMENT Click on new entry and create new measuring point category.

S power pack oil measuring category is created.

Page 20 of 162

PM CONFIGURATION DOCUMENT 3.6 create no of ranges for measuring point. Menu path:-Display IMG>Plant maintenance & customers services>Master data in plant maintenance & customers services>Basic setting>Measuring point counter & measuring documents>Create no ranges for measuring point.

Page 21 of 162

PM CONFIGURATION DOCUMENT Click on intervals & create no ranges

2200000-2210000 no ranges is created

3.7 create no of ranges for measuring Documents. Menu path:-Display IMG>Plant maintenance & customers services>Master data in plant maintenance & customers services>Basic setting>Measuring point counter & measuring documents>Create no ranges for measuring documents.

Page 22 of 162

PM CONFIGURATION DOCUMENT

No ranges are created. 3.8Define field selection for measuring point & measuring Documents. Menu path:-Display IMG>Plant maintenance & customers services>Master data in plant maintenance & customers services>Basic setting>Measuring point counter & measuring documents>Define field selection for measuring point & measuring Documents.

Page 23 of 162

PM CONFIGURATION DOCUMENT Select the file as per requirement

In this DESCRIPTION field is mandatory required done. 3.9Define warranty types. Menu path:-Display IMG>Plant maintenance & customers services>Master data in plant maintenance & customers services>Basic setting>warranties>define warranty types.

Page 24 of 162

PM CONFIGURATION DOCUMENT Click on new entry & create new warrenty type.

Warranty type 7 is created. 3.10Define no of ranges for warranty types. Menu path:-Display IMG>Plant maintenance & customers services>Master data in plant maintenance & customers services>Basic setting>warranties>Define no ranges warranty types,

Page 25 of 162

PM CONFIGURATION DOCUMENT

Click on group

Page 26 of 162

PM CONFIGURATION DOCUMENT For enter new group go to Group menu>select insert.

No ranges for warranty type is create now assigning the no ranges for warranty type.

Page 27 of 162

PM CONFIGURATION DOCUMENT Assign no ranges menu path:-Select the not assigned (7)>click on element>tick on groups (no ranges for warranty type)>Element/group.

3.11 Define partner determination procedure. Menu path:-Display IMG>Plant maintenance & customers services>Master data in plant maintenance & customers services>Basic setting>partners>Define partner determination procedure.

Page 28 of 162

PM CONFIGURATION DOCUMENT

Select the Plant Mint. And click on change partner

Page 29 of 162

PM CONFIGURATION DOCUMENT

If required then select responsibility.

Page 30 of 162

PM CONFIGURATION DOCUMENT 3.12 Define object information keys. Menu path:-Display IMG>Plant maintenance & customers services>Master data in plant maintenance & customers services>Basic setting>define object information key. Click on new entry and create the object information key,

New object information key is generated. Page 31 of 162

PM CONFIGURATION DOCUMENT 3.13 Define types of technical object. Menu path:-Display IMG>Plant maintenance & customers services>Master data in plant maintenance & customers services>Technical object>General data>Define types of technical object.

Page 32 of 162

PM CONFIGURATION DOCUMENT Click on new entry to create new technical object.

Technical object HPP created. Page 33 of 162

PM CONFIGURATION DOCUMENT 3.14 Define ABC indicator. Menu path:-Display IMG>Plant maintenance & customers services>Master data in plant maintenance & customers services>Technical object>General data>Define ABC indicator.

Click on new entry and create ABC indicator.

Page 34 of 162

PM CONFIGURATION DOCUMENT

3.15 Define Authorize group for Techanical object . Menu path:-Display IMG>Plant maintenance & customers services>Master data in plant maintenance & customers services>Technical object>General data>Define Authorize group for Techanical object. Click on new entry and create the authorize group.

ERWM authorization group is created.

Page 35 of 162

PM CONFIGURATION DOCUMENT 3.16 Set view profile for Techanical object. Menu path:-Display IMG>Plant maintenance & customers services>Master data in plant maintenance & customers services>Technical object>General data>Set view profile for Techanical object.

It is standard setting select the line item (screen group equipment data) & double click on Activity and layout view,

Page 36 of 162

PM CONFIGURATION DOCUMENT 3.17 Define object information keys. Menu path:-Display IMG>Plant maintenance & customers services>Master data in plant maintenance & customers services>Technical object>General data>Define object information keys. Click on new entry and create the object information key,

Page 37 of 162

PM CONFIGURATION DOCUMENT

New object ERWOBJT1 information key is generated. 3.18Create structure indicator for reference location/function location. Menu path:-Display IMG>Plant maintenance & customers services>Master data in plant maintenance & customers services>Technical object>Function location>Create structure indicator for reference location/function location.

Page 38 of 162

PM CONFIGURATION DOCUMENT Click on new entry for create new function location.

ERW16 structure indicator is created. Page 39 of 162

PM CONFIGURATION DOCUMENT 3.19. Define category for function location. Menu path:-Display IMG>Plant maintenance & customers services>Master data in plant maintenance & customers services>Technical object>Function location>Define category for function location.

Page 40 of 162

PM CONFIGURATION DOCUMENT Click on new entry and creat function location catagory

ERW16 function location is created Page 41 of 162

PM CONFIGURATION DOCUMENT 3.20. Define field selection for function location. Menu path:-Display IMG>Plant maintenance & customers services>Master data in plant maintenance & customers services>Technical object>Function location>Define field selection for function location.

Planner group & planning plant field is mandatory.

Page 42 of 162

PM CONFIGURATION DOCUMENT 3.21. Define Equipment category. Menu path:-Display IMG>Plant maintenance & customers services>Master data in plant maintenance & customers services>Technical object>Equipment>Equipment categories>Maintain equipment category.

Page 43 of 162

PM CONFIGURATION DOCUMENT Click on new entry and define a new equipment category

New equipment category ERW MACHINES is created.

Page 44 of 162

PM CONFIGURATION DOCUMENT 3.22. Define additional business view for Equipment category. Menu path:-Display IMG>Plant maintenance & customers services>Master data in plant maintenance & customers services>Technical object>Equipment>Equipment categories>Define additional business view for Equipment category

Page 45 of 162

PM CONFIGURATION DOCUMENT 3.23. Define no ranges. Menu path:-Display IMG>Plant maintenance & customers services>Master data in plant maintenance & customers services>Technical object>Equipment>Equipment categories>Define no Ranges.

Click on Groups and create the no ranges for Equipment, and insert the new group and create no ranges for equipment, and assigning for equipment category,

No ranges for equipment are assigned.

Page 46 of 162

PM CONFIGURATION DOCUMENT 3.24. Define usage history update. Menu path:-Display IMG>Plant maintenance & customers services>Master data in plant maintenance & customers services>Technical object>Equipment>Equipment usage period>Equipment usage history update.

Page 47 of 162

PM CONFIGURATION DOCUMENT 3.25. Define installation at function location. Menu path:-Display IMG>Plant maintenance & customers services>Master data in plant maintenance & customers services>Technical object>Equipment>Equipment usage period>Define installation at function location.

Equipment category is installed at function location

Page 48 of 162

PM CONFIGURATION DOCUMENT 3.26. Assign user status profile to equipment category. Menu path:-Display IMG>Plant maintenance & customers services>Master data in plant maintenance & customers services>Technical object>Equipment>Assign user status profile to equipment category.

ZEQUIP status profile is assiged to equipment category.

Page 49 of 162

PM CONFIGURATION DOCUMENT 3.27. Assign partner determination procedure to equipment category. Menu path:-Display IMG>Plant maintenance & customers services>Master data in plant maintenance & customers services>Technical object>Equipment>Assign partner determination procedure to equipment category.

3.28. Define field selection for equipment master record. Menu path:-Display IMG>Plant maintenance & customers services>Master data in plant maintenance & customers services>Technical object>Equipment>Define field selection for equipment master record. Function location and company code is mandatory.

Page 50 of 162

PM CONFIGURATION DOCUMENT

3.29. Allow multilingual text maintenance for each equipment category. Menu path:-Display IMG>Plant maintenance & customers services>Master data in plant maintenance & customers services>Technical object>Equipment>Allow multilingual text maintenance for each equipment category.

Page 51 of 162

PM CONFIGURATION DOCUMENT

3.30. Define serial no profile. Menu path:-Display IMG>Plant maintenance & customers services>Master data in plant maintenance & customers services>Technical object>Serial no management>Define serial no profile. Click on new entry and create the serial no profile,

Page 52 of 162

PM CONFIGURATION DOCUMENT

SNRP profile is created then select the profile and double click on serializing procedure,

Page 53 of 162

PM CONFIGURATION DOCUMENT 3.31. Define default equipment category for serial no. Menu path:-Display IMG>Plant maintenance & customers services>Master data in plant maintenance & customers services>Technical object>Serial no management> Define default equipment category for serial no.

3.32. Define Responsible designers and laboratories Menu path:-Display IMG>Plant maintenance & customers services>Master data in plant maintenance & customers services>Bills of material>general data> Define Responsible designers and laboratories.

Page 54 of 162

PM CONFIGURATION DOCUMENT

Click on new entry to create Responsible designers and laboratories.

Page 55 of 162

PM CONFIGURATION DOCUMENT 3.33. Define item category Menu path:-Display IMG>Plant maintenance & customers services>Master data in plant maintenance & customers services>Bills of material>item data >define item category.

Page 56 of 162

PM CONFIGURATION DOCUMENT

4 Maintenance planning 4.1 define maintenance planner group. Menu path:-Display IMG>Plant maintenance & customers services>Maintenance plans, Work center, Task list and PRTS>Basic setting>define maintenance planner group.

Planner group AHM is already created which is highlighted above.

Page 57 of 162

PM CONFIGURATION DOCUMENT

4.2 Set maintenance plan category. Menu path:-Display IMG>Plant maintenance & customers services>Maintenance plans, Work center, Task list and PRTS>Basic setting>Maintenance plans>Set maintenance plan category. Click on new entry to createmaintenance plan category

Page 58 of 162

PM CONFIGURATION DOCUMENT

New maintenance plan category EP is created.

4.3 Define number ranges for maintenance plan. Menu path:-Display IMG>Plant maintenance & customers services>Maintenance plans, Work center, Task list and PRTS>Basic setting>Maintenance plans> Define number ranges for maintenance plan.

Page 59 of 162

PM CONFIGURATION DOCUMENT

New Number ranges EP is created for maintenance plan

Page 60 of 162

PM CONFIGURATION DOCUMENT

4.4 Define number ranges for maintenance items. Menu path:-Display IMG>Plant maintenance & customers services>Maintenance plans, Work center, Task list and PRTS>Basic setting>Maintenance plans> Define number ranges for maintenance items

4.5 Define short field for maintenance plans . Menu path:-Display IMG>Plant maintenance & customers services>Maintenance plans, Work center, Task list and PRTS>Basic setting>Maintenance plans> Define short field for maintenance plan.

Page 61 of 162

PM CONFIGURATION DOCUMENT

. New short field PL is created.

Page 62 of 162

PM CONFIGURATION DOCUMENT

4.6 Configure special function for maintenance planning . Menu path:-Display IMG>Plant maintenance & customers services>Maintenance plans, Work center, Task list and PRTS>Basic setting>Maintenance plans>Configure special function for maintenance planning.

4.7Define employee responsible for work center. Menu path:-Display IMG>Plant maintenance & customers services>Maintenance plans, Work center>General data>Define employee responsible for work center. Click on new entry to create employee responsible for work center

Page 63 of 162

PM CONFIGURATION DOCUMENT

NEW employee ERW responsible for work center is created. 4.8 Configure planner group,. Menu path:-Display IMG>Plant maintenance & customers services>Maintenance plans, Work center>Task list>General data>Configure planner group. Click on new entry and create planner group.

Page 64 of 162

PM CONFIGURATION DOCUMENT

New planner group AHM is created, 4.9 Define no ranges for general maintenance task list. Menu path:-Display IMG>Plant maintenance & customers services>Maintenance plans, Work center>Task list>Control data>Define no ranges for general maintenance task list.

No ranges is created Page 65 of 162

PM CONFIGURATION DOCUMENT 4.10 Define no ranges for Equipment task list. Menu path:-Display IMG>Plant maintenance & customers services>Maintenance plans, Work center>Task list>Control data>Define no ranges for Equipment task list.

No ranges for equipment task list are created. 4.11 Define no ranges for task list for function location. Menu path:-Display IMG>Plant maintenance & customers services>Maintenance plans, Work center>Task list>Control data> Define no ranges for task list for function location.

Page 66 of 162

PM CONFIGURATION DOCUMENT 4.12 Define PRT authorization group . Menu path:-Display IMG>Plant maintenance & customers services>Maintenance plans, Work center>Production resources tools>General data>Define PRT authorization group. Click on new entry and create PRT group

New group is created

Page 67 of 162

PM CONFIGURATION DOCUMENT 4.13 Define PRT group keys. Menu path:-Display IMG>Plant maintenance & customers services>Maintenance plans, Work center>Production resources tools>General data>Define PRT group keys. Click on new entry and create PRT tools

GD & WR is created,

Page 68 of 162

PM CONFIGURATION DOCUMENT 5 Maintenance service Notification 5.1Define notification type. Menu path:-Display IMG>Plant maintenance & customers services>Maintenance and services processing>Maintenance and services notification>notification creation>Notification types>Define notification types.

Page 69 of 162

PM CONFIGURATION DOCUMENT

Click on new entry and create the notification type.

Page 70 of 162

PM CONFIGURATION DOCUMENT

Notification type EB & EC is created 5.2Set screen template for notification type. Menu path:-Display IMG>Plant maintenance & customers services>Maintenance and services processing>Maintenance and services notification>notification creation>Notification types>Set screen template for notification type.

Page 71 of 162

PM CONFIGURATION DOCUMENT

Page 72 of 162

PM CONFIGURATION DOCUMENT

All tab is selected and entries done

Page 73 of 162

PM CONFIGURATION DOCUMENT 5.3 Define long text control for notification type. Menu path:-Display IMG>Plant maintenance & customers services>Maintenance and services processing>Maintenance and services notification>notification creation>Notification types>Define long text control for notification type. Select the notification type and go to details.

Tick mark on highlighted item Page 74 of 162

PM CONFIGURATION DOCUMENT 5.4Set field selection for notification. Menu path:-Display IMG>Plant maintenance & customers services>Maintenance and services processing>Maintenance and services notification>notification creation>Notification types>Set field selection for notification.

Double click on field selection for maintenance notification,

Page 75 of 162

PM CONFIGURATION DOCUMENT

Maintenance work center is mandatory

Page 76 of 162

PM CONFIGURATION DOCUMENT 5.5Define no ranges. Menu path:-Display IMG>Plant maintenance & customers services>Maintenance and services processing>Maintenance and services notification>notification creation>Notification types>Define no ranges.

Page 77 of 162

PM CONFIGURATION DOCUMENT

EB no ranges is defined. 5.6 Maintain catalogs. Menu path:-Display IMG>Plant maintenance & customers services>Maintenance and services processing>Maintenance and services notification>notification creation>Notification content>Maintain Catalogs>

Page 78 of 162

PM CONFIGURATION DOCUMENT

5.7 Define catalogs profile. Menu path:-Display IMG>Plant maintenance & customers services>Maintenance and services processing>Maintenance and services notification>notification creation>Notification content>Define Catalog Profile.

Page 79 of 162

PM CONFIGURATION DOCUMENT Click on new entry and create the new profile for

Double click on catalog code group and maintain code group for catalog profile.

Page 80 of 162

PM CONFIGURATION DOCUMENT

Code group is maintain for this profile

ERWPROF is generated

Page 81 of 162

PM CONFIGURATION DOCUMENT 5.8 Change catalog & catalogs profile for Notification. Menu path:-Display IMG>Plant maintenance & customers services>Maintenance and services processing>Maintenance and services notification>notification creation>Notification content>Change catalog & catalogs profile for Notification. Select our profile and click on detail. And maintain data.

Page 82 of 162

PM CONFIGURATION DOCUMENT

5.9 Define Partner Determination Procedure and Partner Function. Menu path:-Display IMG>Plant maintenance & customers services>Maintenance and services processing>Maintenance and services notification>notification creation>partner>Define Partner Determination Procedure and Partner Function.

Page 83 of 162

PM CONFIGURATION DOCUMENT

Page 84 of 162

PM CONFIGURATION DOCUMENT 5.10 Define Priorities. Menu path:-Display IMG>Plant maintenance & customers services>Maintenance and services processing>Maintenance and services notification>notification processing>Response Time Monitoring>Define Priorities.

Double click on define priority types.

Page 85 of 162

PM CONFIGURATION DOCUMENT

Click on new entry and define priority type.

EB priority type is created.

Page 86 of 162

PM CONFIGURATION DOCUMENT Click on new entry and define priority type.

New priority type is defined for each priority. Page 87 of 162

PM CONFIGURATION DOCUMENT Select the notification type and click on the details.

Choose your priority by going to the dropdown for the priority type & save.

Page 88 of 162

PM CONFIGURATION DOCUMENT 5.11Define Shop Papers, Forms and Output Programs. Menu path:-Display IMG>Plant maintenance & customers services>Maintenance and services processing>Maintenance and services notification>notification processing>Notification Print Control>Define Shop Papers, Forms and Output Programs.

Page 89 of 162

PM CONFIGURATION DOCUMENT

Page 90 of 162

PM CONFIGURATION DOCUMENT

5.12 Define Status Profile. Menu path:-Display IMG>Plant maintenance & customers services>Maintenance and services processing>Maintenance and services notification>notification processing>User Status for Notifications>Define Status Profile.

Page 91 of 162

PM CONFIGURATION DOCUMENT Click on new entry and create the new profiler.

Page 92 of 162

PM CONFIGURATION DOCUMENT ZEB status profile is created. Then select the profile and click on detail. Click on object type and select the object type

Page 93 of 162

PM CONFIGURATION DOCUMENT

Assign the status profile for notification.

Page 94 of 162

PM CONFIGURATION DOCUMENT Select the profile and click on detail,

Profile is assigned. Page 95 of 162

PM CONFIGURATION DOCUMENT 5.13 Create Authorization Keys for User Status Authorizations. Menu path:-Display IMG>Plant maintenance & customers services>Maintenance and services processing>Maintenance and services notification>notification processing>User Status for Notifications>Create Authorization Keys for User Status Authorizations

Page 96 of 162

PM CONFIGURATION DOCUMENT

ERWM authorization key is generated, 5.14 Assign the Object Information Keys for notification type. Menu path:-Display IMG>Plant maintenance & customers services>Maintenance and services processing>Maintenance and services notification>notification processing>object information>Define Object Information Keys.

Page 97 of 162

PM CONFIGURATION DOCUMENT

ERWOBJNOTI is generated.

Page 98 of 162

PM CONFIGURATION DOCUMENT

Page 99 of 162

PM CONFIGURATION DOCUMENT

5.15 Overview of notification type. Menu path:-Display IMG>Plant maintenance & customers services>Maintenance and services processing>Maintenance and services notification>notification processing>object information>Assign the Object Information Keys for notification type. Select our notification type and double click on screen areas in notification.

Page 100 of 162

PM CONFIGURATION DOCUMENT

Page 101 of 162

PM CONFIGURATION DOCUMENT

Click on new entry and create the new entry.

Page 102 of 162

PM CONFIGURATION DOCUMENT

Page 103 of 162

PM CONFIGURATION DOCUMENT

Page 104 of 162

PM CONFIGURATION DOCUMENT

Page 105 of 162

PM CONFIGURATION DOCUMENT

Page 106 of 162

PM CONFIGURATION DOCUMENT IW21 show all setting.

Page 107 of 162

PM CONFIGURATION DOCUMENT MAINTENANCE AND SERVICE ORDER 6 Configure order types. Menu path:-Display IMG>Plant maintenance & customers services>Maintenance and services processing>Maintenance and Service Orders>Functions and Settings for Order Types>Configure order types. Click on new entry to Configure order types.

Page 108 of 162

PM CONFIGURATION DOCUMENT HFBD is configured as Break down ORDER.

HFPM is configured as PREVENTIVE MAINTENANCE ORDER

Page 109 of 162

PM CONFIGURATION DOCUMENT HFCL is configured as CALIBRATION ORDER.

HFRF is configured as REFURBISHMENT ORDER

Page 110 of 162

PM CONFIGURATION DOCUMENT Highlighted orders are created.

6.2 Indicate Order Types for Refurbishment Processing Menu path:-Display IMG>Plant maintenance & customers services>Maintenance and services processing>Maintenance and Service Orders>Functions and Settings for Order Types> Indicate Order Types for Refurbishment Processing

Page 111 of 162

PM CONFIGURATION DOCUMENT Check the mark on the refurbishment order type as highlighted.

6.3 Configure Number Ranges. Menu path:-Display IMG>Plant maintenance & customers services>Maintenance and services processing>Maintenance and Service Orders>Functions and Settings for Order Types>Configure Number Ranges. Under new group PM (Plant Maintenance), all the order types number ranges are assigned, Which are highlighted.

Page 112 of 162

PM CONFIGURATION DOCUMENT

6.4 Assign Order Types to Maintenance Plants. Menu path:-Display IMG>Plant maintenance & customers services>Maintenance and services processing>Maintenance and Service Orders>Functions and Settings for Order Types> Assign Order Types to Maintenance Plants.

Page 113 of 162

PM CONFIGURATION DOCUMENT Click on new entry and assigning order types to maintenance plant.

Order types are assigned to maintenance plants which are highlighted.

Page 114 of 162

PM CONFIGURATION DOCUMENT

6.5Assign Inspection Types to Maintenance/Service Order Types Menu path:-Display IMG>Plant maintenance & customers services>Maintenance and services processing>Maintenance and Service Orders>Functions and Settings for Order Types>Assign Inspection Types to Maintenance/Service Order Types Put 14 for the calibration order types as highlighted.

Page 115 of 162

PM CONFIGURATION DOCUMENT

6.6Define Default Value for Planning Indicator for Each Order Type Menu path:-Display IMG>Plant maintenance & customers services>Maintenance and services processing>Maintenance and Service Orders>Functions and Settings for Order Types>Define Default Value for Planning Indicator for Each Order Type Default Value for Planning Indicator are defined & highlighted.

Page 116 of 162

PM CONFIGURATION DOCUMENT

6.7 Create Default Value Profiles for External Procurement Menu path:-Display IMG>Plant maintenance & customers services>Maintenance and services processing>Maintenance and Service Orders>Functions and Settings for Order Types>Create Default Value Profiles for External Procurement.

Page 117 of 162

PM CONFIGURATION DOCUMENT Click on new entry to Create Default Value Profiles for External Procurement.

Page 118 of 162

PM CONFIGURATION DOCUMENT

Default Value Profiles for External Procurement are created and highlighted.

Page 119 of 162

PM CONFIGURATION DOCUMENT

The highlighted (standard) profile are taken as Default Value Profiles for External Procurement

Page 120 of 162

PM CONFIGURATION DOCUMENT

6.8 Default Values for Task List Data and Profile Assignments Menu path:-Display IMG>Plant maintenance & customers services>Maintenance and services processing>Maintenance and Service Orders>Functions and Settings for Order Types>Default Values for Task List Data and Profile Assignments

Page 121 of 162

PM CONFIGURATION DOCUMENT Click on new entry to create Default Values for Task List Data and Profile Assignments

Page 122 of 162

PM CONFIGURATION DOCUMENT

Page 123 of 162

PM CONFIGURATION DOCUMENT

Page 124 of 162

PM CONFIGURATION DOCUMENT

The above highlighted are the 4 types order profile.

6.9Settlement Rule: Define Time and Creation of Distribution Rule Menu path:-Display IMG>Plant maintenance & customers services>Maintenance and services processing>Maintenance and Service Orders>Functions & Settings for Order Types>Settlement Rule: Define Time and Creation of Distribution Rule

Settlement rule for the order are assigned as distribution rule for release.

Page 125 of 162

PM CONFIGURATION DOCUMENT

6.10 Define Proposed Reference Time for Technical Completion Menu path:-Display IMG>Plant maintenance & customers services>Maintenance and services processing>Maintenance and Service Orders>Functions & Settings for Order Types>Define Proposed Reference Time for Technical Completion

6.11 Define Default Order Types for Maintenance Items Menu path:-Display IMG>Plant maintenance & customers services>Maintenance and services processing>Maintenance and Service Orders>Functions & Settings for Order Types>Define Default Order Types for Maintenance Items

Page 126 of 162

PM CONFIGURATION DOCUMENT

6.12Define Notification and Order Integration Menu path:-Display IMG>Plant maintenance & customers services>Maintenance and services processing>Maintenance and Service Orders>Functions & Settings for Order Types>Define Notification and Order Integration

Page 127 of 162

PM CONFIGURATION DOCUMENT

Notification type is assigned to order type 6.13 Maintain Default Values for Control Keys for Order Types Menu path:-Display IMG>Plant maintenance & customers services>Maintenance and services processing>Maintenance and Service Orders>Functions & Settings for Order Types>Control Key>Maintain Default Values for Control Keys for Order Types

Page 128 of 162

PM CONFIGURATION DOCUMENT Select the order types and go to detail.

Defined PM01 (Plant maintenance-internal) for all order types.

Page 129 of 162

PM CONFIGURATION DOCUMENT 6.14 Define Maintenance Activity Types Menu path:-Display IMG>Plant maintenance & customers services>Maintenance and services processing>Maintenance and Service Orders>Functions & Settings for Order Types>Maintenance Activity Type>Define Maintenance Activity Types

6.15Assign Valid Maintenance Activity Types to Maintenance Order Types Menu path:-Display IMG>Plant maintenance & customers services>Maintenance and services processing>Maintenance and Service Orders>Functions & Settings for Order Types>Maintenance Activity Type>Assign Valid Maintenance Activity Types to Maintenance Order Types

Page 130 of 162

PM CONFIGURATION DOCUMENT

Valid Maintenance Activity Types to Maintenance Order Types is assigned.

6.16 Default Values for Maintenance Activity Type for Each Order Type Menu path:-Display IMG>Plant maintenance & customers services>Maintenance and services processing>Maintenance and Service Orders>Functions & Settings for Order Types>Maintenance Activity Type>Default Values for Maintenance Activity Type for Each Order Type.

Page 131 of 162

PM CONFIGURATION DOCUMENT

Default Values for Maintenance Activity Type for Each Order Type are highlighted. 6.17 Assign Costing Parameters and Results Analysis Keys Menu path:-Display IMG>Plant maintenance & customers services>Maintenance and services processing>Maintenance and Service Orders>Functions & Settings for Order Types>Costing Data for Maintenance and Service Orders>Assign Costing Parameters and Results Analysis Keys

Page 132 of 162

PM CONFIGURATION DOCUMENT Select the our plant and click on detail.

Select all order and assigned PM01 for all order types. Page 133 of 162

PM CONFIGURATION DOCUMENT 6.18Define Change Docs, Collective Purc. Req. Indicator, Operation No. Interval Menu path:-Display IMG>Plant maintenance & customers services>Maintenance and services processing>Maintenance and Service Orders>Functions & Settings for Order Types>Define Change Docs, Collective Purc. Req. Indicator, Operation No. Interval.

Page 134 of 162

PM CONFIGURATION DOCUMENT 6.19 Define Documentation for Goods Movements for the Order Menu path:-Display IMG>Plant maintenance & customers services>Maintenance and services processing>Maintenance and Service Orders>Functions & Settings for Order Types>Goods Movements for Order>Define Documentation for Goods Movements for the Order.

6.20 Define Inspection Control, Menu path:-Display IMG>Plant maintenance & customers services>Maintenance and services processing>Maintenance and Service Orders>Functions & Settings for Order Types> Availability Check for Material, PRTs, and Capacities> Define Inspection Control.

Page 135 of 162

PM CONFIGURATION DOCUMENT Click on new entry and create the inspection control.

1) Check availibilty during oreder creation

Page 136 of 162

PM CONFIGURATION DOCUMENT 2) Check availibity during order release.

Same both process done for all 04 nos order type.

Page 137 of 162

PM CONFIGURATION DOCUMENT

Inspection control done for all order type.

6.21 Define Account Assignment Cat. and Document Type for Purchase Requisitions. Menu path:-Display IMG>Plant maintenance & customers services>Maintenance and services processing>Maintenance and Service Orders> General Data>Define Account Assignment Cat. and Document Type for Purchase Requisitions.

Page 138 of 162

PM CONFIGURATION DOCUMENT

6.22 Define Priorities. Menu path:-Display IMG>Plant maintenance & customers services>Maintenance and services processing>Maintenance and Service Orders> General Data>Define Priorities

Page 139 of 162

PM CONFIGURATION DOCUMENT

Existing priority whichj is creted during notification it is taken same for order.

Page 140 of 162

PM CONFIGURATION DOCUMENT

Priority type is assined for all order type

Page 141 of 162

PM CONFIGURATION DOCUMENT 6.23 Activate Default Value for Current Date as Basic Date. Menu path:-Display IMG>Plant maintenance & customers services>Maintenance and services processing>Maintenance and Service Orders> General Data>Activate Default Value for Current Date as Basic Date.

Default Value for Current Date as Basic Date is assined to [planning plant.

Page 142 of 162

PM CONFIGURATION DOCUMENT 6.24 Define Default Values for Units for Operation. Menu path:-Display IMG>Plant maintenance & customers services>Maintenance and services processing>Maintenance and Service Orders> General Data>Define Default Values for Units for Operation.

. It is assigned for plannning plant. 6.24 Define Status Profile. Menu path:-Display IMG>Plant maintenance & customers services>Maintenance and services processing>Maintenance and Service Orders> General Data>User Status for Orders>Define Status Profile.

Page 143 of 162

PM CONFIGURATION DOCUMENT

Click on new entry and create new status profile for order.

Page 144 of 162

PM CONFIGURATION DOCUMENT

Click on object type and select the object for order profile.

Page 145 of 162

PM CONFIGURATION DOCUMENT

Status profile is assined to maintenance order type.

Page 146 of 162

PM CONFIGURATION DOCUMENT 6.25 Create Authorization Keys for User Status Authorizations. Menu path:-Display IMG>Plant maintenance & customers services>Maintenance and services processing>Maintenance and Service Orders> General Data>User Status for Orders>Create Authorization Keys for User Status Authorizations.

6.27 Define Partner Determination Procedure and Partner Function Menu path:-Display IMG>Plant maintenance & customers services>Maintenance and services processing>Maintenance and Service Orders> Partner>Define Partner Determination Procedure and Partner Function.

Page 147 of 162

PM CONFIGURATION DOCUMENT

Page 148 of 162

PM CONFIGURATION DOCUMENT

6.28 Set Scheduling Parameters. Menu path:-Display IMG>Plant maintenance & customers services>Maintenance and services processing>Maintenance and Service Orders> Scheduling>Set Scheduling Parameters. Create on new entry and specify scheduling parameter.

Page 149 of 162

PM CONFIGURATION DOCUMENT

6.29 Create Revisions. Menu path:-Display IMG>Plant maintenance & customers services>Maintenance and services processing>Maintenance and Service Orders>Create Revisions.

Page 150 of 162

PM CONFIGURATION DOCUMENT Click on new entry and create new revision.

Page 151 of 162

PM CONFIGURATION DOCUMENT

6.30 Assign Default Values for Settlement Areas to Order Types Menu path:-Display IMG>Plant maintenance & customers services>Maintenance and services processing>Maintenance and Service Orders>Assign Default Values for Settlement Areas to Order Types.

Page 152 of 162

PM CONFIGURATION DOCUMENT Select the order type and click on detail.

6.31 Assign Object Information Keys to Order Types Menu path:-Display IMG>Plant maintenance & customers services>Maintenance and services processing>Maintenance and Service Orders>Object Information>Assign Object Information Keys to Order Types

Page 153 of 162

PM CONFIGURATION DOCUMENT

6.31 Assign Notification Types to Order Types. Menu path:-Display IMG>Plant maintenance & customers services>Maintenance and services processing>Maintenance and Service Notifications>Notification Creation>Notification Types>Assign Notification Types to Order Types.

Page 154 of 162

PM CONFIGURATION DOCUMENT

Page 155 of 162

PM CONFIGURATION DOCUMENT

HFBD is assigned

7. Completion Confirmations 7.1 Define Control Parameters for Completion Confirmations Menu path:-Display IMG>Plant maintenance & customers services>Maintenance and services processing> Completion Confirmations> Define Control Parameters for Completion Confirmations.

Page 156 of 162

PM CONFIGURATION DOCUMENT

Click on new entry and create the confirmation parameter.

Page 157 of 162

PM CONFIGURATION DOCUMENT

Page 158 of 162

PM CONFIGURATION DOCUMENT

Same done for all order type.

Page 159 of 162

PM CONFIGURATION DOCUMENT 7.2 Define Causes for Variances. Menu path:-Display IMG>Plant maintenance & customers services>Maintenance and services processing> Completion Confirmations> Define Causes for Variances. Click on new entry and create the causes.

Page 160 of 162

PM CONFIGURATION DOCUMENT 8 Configuration Control 8.1 Make General Settings for Installation/Dismantling Menu path:-Display IMG>Plant maintenance & customers services>Maintenance and services processing> Configuration Control> Make General Settings for Installation/Dismantling.

Page 161 of 162

PM CONFIGURATION DOCUMENT 8.2 Determine Properties of Notifications for Installing and Dismantling Parts. Menu path:-Display IMG>Plant maintenance & customers services>Maintenance and services processing> Configuration Control> Determine Properties of Notifications for Installing and Dismantling Parts.

Page 162 of 162