TRAINING MANUAL
SAP MODULE: PLANT MAINTENANCE
Master Data
< Maintenance Strategy >
For SAP Implementation
Prepared for MB Engineering
Version 1.0
Author: Yasser Amr
Date: 01/06/2019
DOCUMENT CONTROL
Process ID PM-MD07
Business Area Plant Maintenance
Scenario
Version Revision Date Revision Description Author
(MM/DD/YYYY)
Name Business Area Document Date Sign Off
Version No. (MM/DD/YYYY)
Business Process Owners
Business Process Sponsors
Icons
Icon Meaning
Caution
Example
Note
Recommendation
Syntax
Contents
Overview ......................................................................................................................................... 5
Organizational data: ........................................................................................................................ 5
1- Create Maintenance Strategy .................................................................................................. 5
Overview
A maintenance strategy defines the rules for the sequence of planned maintenance work. It contains
general scheduling information, and can therefore be assigned to as many maintenance task lists (PM
task lists) and maintenance plans as required. A maintenance strategy contains maintenance
packages in which the following information is defined:
• The cycle in which the individual work should be performed (for example, every two months,
every 3,106.86 miles, every 500 operating hours). Other data which affects scheduling.
Organizational data:
Master / org. data Value Master / org. data details Comments
1- Create Maintenance Strategy
Use
If you want to perform simple preventive maintenance in your company, for which one maintenance
cycle is sufficient, then you can work with single cycle plans. In contrast, you use strategy plans to
show complex maintenance cycles.
Procedure
1- Access the activity using the following navigation option:
SAP Menu Logistics → Plant Maintenance → Preventive Maintenance →
Maintenance Planning→ Maintenance Strategies
Transaction code IP11
1- Press on the ( New Entries ) button as shown below :
2- In the below screen enter the following fields :
Strategy Name : Key identifying a maintenance strategy.
Description : Description of the maintenance strategy.
Scheduling Indicator : Within the preventive maintenance strategy, you can use different
scheduling indicators, to define the type of scheduling for preventive maintenance plans.
Strategy Unit : Unit which determines the basis on which the scheduling calculation should be
made.
Call Horizon : The call horizon determines when a maintenance call object, for example, a
maintenance order should be generated for a maintenance call.
Factory Calendar : A calendar outlining the working days available for a particular factory.
3- Double click on ( Packages ).
4- Press on the ( New Entries ) button above of the screen and enter the below fields :
Maintenance Package Number : Consecutive number of the maintenance package in a
maintenance strategy.
Maintenance Cycle Length : The maintenance cycle defines the interval after which a task
becomes due.
Cycle Unit : Unit which determines the basis on which the scheduling calculation should be made.
Cycle short Text: Short description of the maintenance package of a maintenance strategy.
Package Hierarchy: The value number of a maintenance package determines its place in the
hierarchy. You can use the hierarchy to define the priority of maintenance packages with the same
due date.
Hierarchy Short Text: Short text which explains the hierarchy of a maintenance package
5- Press on the ( Save ) button at the right bottom of the screen.
