SAP IMG-Material Management

Plant Maintenance Project

304 Transport Fleet Maintenance

24.02.2022
Contents
Material Management : Configuration
1 Configuration Organizational Structure;......................................................4
1.1 Define Company.................................................................................4
1.2 Edit, Copy, Delete, Check Company Code:........................................5
1.3 Define, copy, delete, check plant .......................................................6
1.4 Maintain storage location ...................................................................7
1.5 Maintain purchasing organization ......................................................8
1.6 Assign company code to company ....................................................9
1.7 Assign plant to company code .........................................................10
1.8 Assign purchasing organization to company code ..........................11
1.9 Assign purchasing organization to plant ..........................................12
Material Master
1.10 Define Output Format of Material Numbers .....................................13
1.11 Maintain Company Codes for Materials Management ....................14
1.12 Define Attributes of Material Types .................................................15
1.13 Define Number Ranges for Each Material Type .............................17
1.14 Define Material Groups ....................................................................18
Vendor Master
1.15 Define Account Groups and Field Selection (Vendor)......................19
1.16 Define Number Ranges for Vendor Master Records .......................21
1.17 Define Terms of Payment ................................................................22
Purchasing
1.18 Create Purchasing Groups ..............................................................23
1.19 Purchasing Info Record (Define Number Ranges)...........................24
1.20 RFQ/Quotation (Define Number Ranges )........................................25
1.21 RFQ/Quotation ( Document Type)....................................................26
1.22 Purchase Requisition (Define Number Range).................................28
1.23 Purchase Requisition (Document Type)...........................................29
1.24 Purchase Order ((Define Number Ranges ).....................................30
1.25 Purchase Order (Document Type)....................................................31
1.26 Condition...........................................................................................33

Page 2 of 54
 1.27 Define Access Sequences................................................................34
1.28 Define Calculation Schema...............................................................36
1.29 Define Schema Group.......................................................................37
1.30 Define Schema Determination..........................................................38
Valuation and Account Assignment
1.31 Define Valuation Control...................................................................40
1.32 Group Together Valuation Areas......................................................41
1.33 Define Valuation Classes..................................................................43
1.34 Define Account Grouping for Movement Types................................44
1.35 Configure Automatic Postings...........................................................45

Page 3 of 54
Material Management: Configuration

1 Configuration Organizational Structure

1.1 Define Company
Use
This activity will define the organizational structure

Procedure
1. Access the activity using one of the following navigation options:
IMG Menu Enterprise Structure  Definition  Financial Accounting Define
company
Transaction SPRO
Code
2. Choose New entries.
3. On the following screen, make the following entries:
Field name Description User action and values Note
Company TE00
Here we will provide company and address
Name 1 304 Transport - Thatoom
4. Save your settings.

Result
The Company DEFINED

Page 4 of 54
1.2 Edit, Copy, Delete, Check Company Code
Use
This activity will Define Company Code.

Procedure
1. Access the activity using one of the following navigation options:
IMG Menu Enterprise Structure  Definition  Financial Accounting  Edit,
Copy, Delete, Check Company Code
Transaction SPRO
Code
2. Choose Change.
3. On the following screen, make the following entries:
Field name Description User action and values Note
Company Code TE00
Name 1 304 Transport - Thatoom
Additional data City, Country, Currency, Language
4 Save your settings.

Page 5 of 54
1.3 Define, copy, delete, check plant
Use
The purpose of this activity is to maintain the address and communication data for production
plant TE00.

Procedure
1. Access the activity using one of the following navigation options:
IMG Enterprise Structure ® Definition ® Logistics General ® Define, Copy,
Menu Delete, Check plant ® Define Plant

2 On the Edit Address: BP02 screen, make the following entries:

Field name Description User action and values Notes
Title company
Name 304 Transport - Thatoom
Street
House number
Postal code
City Bath
Country Th
Time zone
Language EN

3. Choose Enter to copy the Data.

Page 6 of 54
4. Choose Save to save the data.

Result
Address data has been defined for plant TE10.

1. 4 Maintain storage location

Use
This activity will define the types of technical objects. Technical objects can be organized into
groups using object types. The grouping is used to evaluate master data or maintenance data
for technical objects.

Procedure
1. Access the activity using one of the following navigation options:
IMG Menu Plant Maintenance and Customer Service  Master Data in Plant
Maintenance and Customer Service  Technical Objects General
Data  Define Types of Technical Objects
Transaction SM30 (Customizing Object V_T370K)
Code

Page 7 of 54
2. Choose New Entries.
3. On the following screen, make the following entries:

Object Type Description

HTRUCK Head Truck
TTRUCK Trail Truck

4. Save your settings.

Result
Objects types are defined.

1.1 Defining Plant Sections

Use
This activity will define plant sections let you 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.

Procedure
1. Access the activity using one of the following navigation options:

IMG Menu Plant Maintenance and Customer Service  Master Data in Plant
Maintenance and Customer Service  Technical Objects  General

Page 8 of 54
 Data  Define Plant Sections
Transaction SM30 (Customizing Object V_T357)
Code

2. Choose New entries.

3. On the following screen, make the following entries:

Plant Plant section Per Responsible Telephone

TE10 T10 T10
TE10 T20 T20
TE10 T30 T30

4. Save your settings.

Result
Plant sections are defined.

1.2 Defining Planner Groups

Use
This activity will define planner groups or maintenance planning groups separately for each
planning plant.

Procedure
1. Access the activity using one of the following navigation options:
IMG Menu Plant Maintenance and Customer Service  Master Data in Plant
Maintenance and Customer Service  Technical Objects  General
Date  Define Planner Groups

Page 9 of 54
 Transaction SM30 (Customizing Object V_T024I)
Code
2. Choose New entries.
3. On the following screen, make the following entries:
PlPl PG Name Telephone
TE10 601 Planner A
TE10 602 Planner B
TE10 603 Planner C

4. Save your settings.

Result
Planner groups are defined.

Page 10 of 54
1.3 Define Object Information Keys
Use
This activity will define the object information key. This key controls a special information
window. The parameters set here determine which data is to be shown for a technical object.
The key can be assigned to the following objects:
 Functional location categories
 Equipment categories
 Notification types
 Order types

Procedure
1. Access the activity using one of the following navigation options:
IMG Menu Plant Maintenance and Customer Service  Master Data in Plant
Maintenance and Customer Service  Technical Objects  General
Data  Define Object Information Keys
Transaction OIMD
Code
2. Choose New entries.
3. On the following screen, make the following entries:
Field name User action and values Note
Object info PM
Reference for notification and class selection Object
No.Days 365
NotifsCreated 5
Orders created 5
SelComplNotifs X
Sel.days 365
4. Save your settings.

Page 11 of 54
Result
The object information key is created.

1.4 Creating Structure Indicator for Reference/Functional

Locations
Use
This activity will create the structure indicator which determines the edit mask and the number
of the hierarchy levels when you create functional location structures.

Procedure
1. Access the activity using one of the following navigation options:
IMG Menu Plant Maintenance and Customer Service  Master Data in Plant
Maintenance and Customer Service  Functional Locations  Create
Structure Indicator for Reference Locations/Functional Locations
Transaction OIPK
Code
2. Choose New entries.
3. On the following screen, make the following entries:
Field name Description User action and values Note
Str.Ind
StructIndText
Edit mask XXXXXXX/XXXXXXXX/XXXXXXXX
4. Save your settings.

Page 12 of 54
Result
The structure indicator is created.

1.5 Defining Business Views for Equipment

Categories
Use
This activity will automatically maintain the assigned data fields and screens if you activate
the serial data view.

Procedure
1. Access the activity using one of the following navigation options:
IMG Menu Plant Maintenance and Customer Service  Master Data in Plant
Maintenance and Customer Service  Technical Objects  Equipment
 Equipment Categories  Define Additional Business Views for
Equipment Categories
Transaction SM30 (Customizing Object V_T370T_A)
Code
2. Choose Change.
3. Select the appropriate row.
4. On the following screen, make the following entries:
Field name Description User action and values Note
Cat F
Serialisation date
5. Save your settings.

Page 13 of 54
Result
Additional business views for equipment categories are defined.

1.6 Configuring Planner Groups

Use
This activity will determine the planner groups for each plant. A planner group is responsible
for maintaining task list data.

Procedure
1. Access the activity using one of the following navigation options:
IMG Menu Plant Maintenance and Customer Service  Maintenance Plans, Task
Lists, Work Centers and PRTs  Task lists  General Data 
Configure Planner Group
Transaction SM30 (Customizing Object V_T024A)
Code
2. Choose New entries.
3. On the following screen, make the following entries:
Plant PlGrp Description
TE10 AUT Automation
TE10 ELE Electrical
TE10 MEC Mechanical
4. Save your settings.

Page 14 of 54
Result
The planner groups for each plant are determined.

1.7 Assigning Maintenance Plan Number

Use
This activity will assign every maintenance plan a unique number.

Procedure
1. Access the activity using one of the following navigation options:
IMG Menu Plant Maintenance and Customer Service  Maintenance Plans, Task
Lists, Work Centers and PRTs  Maintenance Plans  Define Number
Ranges for Maintenance Plans

Page 15 of 54
 Transaction IP20
Code
2. In the taskbar, choose the Maintain (F6) button.
3. In the Not assigned area, select PM.
4. From the menu bar, choose Edit  Select Element.
5. Select the Maintenance Plan Number checkbox.
6. Choose the Assign Element/Group button.
7. Repeat steps 3 to 6 for the NO element.
8. Choose Save to save your settings.

Result
The number range for PM orders and notifications created from maintenance plans have
been assigned.

1.8 Defining Profiles with Default Values

Use
This activity will define profiles. You can simplify data entry as follows in task list
maintenance:
 Data is proposed or used as a reference from the work center
 Data is proposed from the profile

Page 16 of 54
Procedure
1. Access the activity using one of the following navigation options:
IMG Menu Plant Maintenance and Customer Service  Maintenance Plans, Task
Lists, Work Centers and PRTs  Task lists  Control Data  Define
Profiles with Default Values
Transaction OIL6
Code
2. Choose New Entries.
3. On the following screen, make the following entries:
Field name Description User action and values Note
Profile Z304
Description proc. profile for PM
Oper./act. increment 0010
Group
Name
Purch.Organzation TE00
Purch.Group SPR
Currency THB
4. Choose Back.
5. Save your settings.

Page 17 of 54
Result
Profiles with default values are defined.

1.9 Maintaining Value Categories

Use
This activity will maintain value categories. Value categories are intervals for cost elements.
These are required to update the:
 Plant Maintenance Information System
 Customer Service Information System

Procedure
1. Access the activity using one of the following navigation options:
IMG Menu Plant Maintenance and Customer Service  Maintenance and Service
Processing  Basic Settings  Settings for Display of Costs 
Maintain Value Categories
Transaction SM30 (Customizing Object V_TPIR2_PM)
Code
2. On the Determine Work Area: Entry dialog box, in User Component, enter
PM., and in Controlling Area, enter TCO1, then choose Continue.
3. Choose New entries.
4. On the following screen, make the following entries:
Val.cat Text Costs
Electrical Electrical Services
Mechanical Mechanical Services
Automation Automation Services
Instrumentation Instrumentation Services
General General Services
Material Material Consumption
5. Save your settings.

Page 18 of 54
Result
Value categories are maintained.

1.10 Assigning Cost Elements to Value Categories

Use
This activity will define a cost element, a cost element interval or a cost element group as a
value category.

Procedure
1. Access the activity using one of the following navigation options:
IMG Menu Plant Maintenance and Customer Service  Maintenance and Service
Processing  Basic Settings  Settings for Display of Costs  Assign
Cost Elements to Value Categories
Transaction OIK2
Code
2. Enter Controlling Area 1000.
3. Choose New entries.
4. On the following screen, make the following entries:
Val.cat. Seq.nr. From cost elem To cost elem
Electrical 010
Mechanical 010

Page 19 of 54
 Val.cat. Seq.nr. From cost elem To cost elem
Automation 010
Instrumentation 010
General 010
Material 010
5. Save your settings.

Result
Cost elements are assigned to value categories.

1.11 Setting Screen Templates for the Notification

Type
Use
This activity will assemble the screens for the notification types individually. Malfunction
report, notification type M2, with view "System availability" .

Procedure
1. Access the activity using one of the following navigation options:
IMG Menu Plant Maintenance and Customer Service  Maintenance and Service
Processing  Maintenance and Service Notification  Notification
Creation  Notification Types  Set Screen Templates for the

Page 20 of 54
 Notification Types
Transaction SM30 (Customizing Object V_TQSCR)
Code
2. On the Determine Work Area: Entry dialog box, in Notification Type, enter
T2 then choose Continue.
3. Double-click 10\TAB02.
4. Deselect the TAB checkbox.
5. Choose Back.
6. Choose New entries.
7. On the following screen, make the following entries:
Field name Description User action and values Note
Notifictn type T1,T2,T3
Activity cat. H
Register 10\TAB02
Description System availability
Tab
8. Select 10\TAB02 and set indicator TAB.
9. Save your settings.

Page 21 of 54
1.12 Assigning Notification Types to Order Types
Use
This activity will define which order type is generated from which notification type.

Procedure
1. Access the activity using one of the following navigation options:
IMG Menu Plant Maintenance and Customer Service  Maintenance and Service
Processing  Maintenance and Service Notification  Notification
Creation  Notification Types  Assign Notification Types to Order
Types
Transaction OIM3
Code
2. Select the appropriate row (see Typ column below).
3. Choose Change.
4. Choose New entries.
5. On the following screen, make the following entries:
Typ Notification type Type Order type text
T1 Maintenance Request TCMO Corrective Maintenance order
T2 Malfunction Report PM01 Maintenance order
T3 Activity Report PM01 Maintenance Order
6. Save your settings.

Page 22 of 54
Result
Notification types are assigned to order types.

1.13 Assigning Object Information Key to Notification

Types
Use
The object information key could be assigned to different objects within the pm module. Here
we are assigning the object information key to the notification types.

Procedure
1. Access the activity using one of the following navigation options:
IMG Menu Plant Maintenance and Customer Service  Maintenance and Service
Processing  Maintenance and Service Notification  Notification
Processing  Object Information  Assign Object Information Key to
Notification Types
Transaction SM30 (Customizing Object V_TQ80_I)
Code
2. Select the appropriate row.
3. On the following screen, make the following entries:
Field name Description User action and values Note
Notification type T1,T2,T3
Object Information PM
4. Save your settings.

Result
The object information key is assigned to notification types.

Page 23 of 54
1.14 Assigning Order Types to Maintenance Plants
Use
This activity will determine the allowed maintenance order types for the individual
maintenance plants.

Procedure
1. Access the activity using one of the following navigation options:
IMG Menu Plant Maintenance and Customer Service  Maintenance and Service
Processing  Maintenance and Service Orders  Functions and
Settings for Order Types  Assign Order Types to Maintenance Plants
Transaction OIOD
Code
2. Choose New entries.
3. On the following screen, make the following entries:
PlPl Name 1 Type Order type text
TE10 304 Transport – Thatoom PM01 Maintenance order
TE10 304 Transport – Thatoom PM02 Maintenance order
TE10 304 Transport – Thatoom PM03 Maintenance order/message
TE10 304 Transport – Thatoom TCMO Corrective maintenance
TE10 304 Transport – Thatoom TPMO Preventive Maintenance Order
4. Save your settings.

Page 24 of 54
Result
Order types are assigned to maintenance plants.

1.15 Defining Default Value for Planning Indicator for

Each Order Type
Use
This activity will define a default value for each order type for the order planning indicator.
The order planning indicator is used for selection and statistical analyses in the Plant
Maintenance and Customer Service Information System.

Procedure
1. Access the activity using one of the following navigation options:
IMG Menu Plant Maintenance and Customer Service  Maintenance and Service
Processing  Maintenance and Service Orders  Functions and
Settings for Order Types  Define Default Value for Planning Indicator
for Each Order Type

Page 25 of 54
 Transaction OIOS
Code
2. On the following screen, make the following entries:
Order Type Unplanned order Immediate order Planned order
PM01 X
PM02 X
PM03 X
PM04 X
PM05 X
PM06 X
TCMO X
TPMO X
3. Choose Save.

Result
A default value for each order type for the order planning indicator is defined.

Page 26 of 54
1.16 Creating Default Value Profiles for External
Procurement
Use
This activity will define the profiles for external procurement of services and materials.
In the external processing profile, you can store default values to generate purchase
requisitions from maintenance orders.

Procedure
1. Access the activity using one of the following navigation options:
IMG Menu Plant Maintenance and Customer Service  Maintenance and Service
Processing  Maintenance and Service Orders  Functions and
Settings for Order Types  Create Default Value Profiles for External
Procurement
Transaction SM30 (Customizing object V_TPEXT_PM)
Code
2. Choose New entries.
3. On the following screen, make the following entries:
ExternProfile Profile Cost PurchOrg Purch Material
element Group Group
TSEXPRO External TE00 SPR
material
4. Save your settings.

Page 27 of 54
Result
The profiles for external procurement of services and materials are defined.

1.17 Defining Default Values for Task List Data and

Profile Assignment
Use
This activity will define which default values are copied into the order data during the order
processing.
In the previous steps, you have maintained a profile for the procurement of material, external
processing profiles and a general order profile.

Procedure
1. Access the activity using one of the following navigation options:
IMG Menu Plant Maintenance and Customer Service  Maintenance and Service
Processing  Maintenance and Service Orders  Functions and
Settings for Order Types  Default Values for Task List Data and Profile
Assignments
Transaction SM30 (Customizing object V_TPMP_A)
Code
2. Choose New entries.
3. On the following screen, make the following entries:
Field name Description User action and values Note
Plant TE10
Order type PM01
ExternProfile 0000002
Mat. Profile 0000001
Maint.Profile 0000001
MeasUnit ExternOp H
OperSelection
WrkCntrSelect
Renumber
Incl.once.comp.
Oper. sorting
4. Repeat the same entries for order types PM02 ,PM03,PM04 and pm05
5. Save your settings.

Page 28 of 54
Result
Default values for task list data are defined and profiles are assigned.

1.18 Defining Default Order Types for Maintenance

Items
Use
This activity will define default values for the creation of maintenance items for the
maintenance order types.

Procedure
1. Access the activity using one of the following navigation options:
IMG Menu Plant Maintenance and Customer Service  Maintenance and Service
Processing  Maintenance and Service Orders  Functions and
Settings for Order Types  Define Default Order Types for Maintenance
Items
Transaction OIVA
Code
2. Select a row.
3. On the following screen, make the following entries:
PlPl PlannerGrp PM Planner grp name Order type Default order type text
TE10 010 PM-Planner PM03 Maintenance order
4. Save your settings.

Page 29 of 54
Result
Default values for the creation of maintenance items for the maintenance order types are
defined.

1.19 Defining Notification- and Order Integration

Use
This activity will determine if you maintain notification data and order data on one screen. You
can create another notification directly when entering the order. In the order header data
screen, you find some central data fields for the notification that you can maintain completely
if desired. Because the notification is created automatically by the system, you can define the
order types for which these functions should be used and which notification type the system
should use.

Procedure
1. Access the activity using one of the following navigation options:
IMG Menu Plant Maintenance and Customer Service  Maintenance and Service
Processing  Maintenance and Service Orders  Functions and
Settings for Order Types  Define Notification- and Order Integration
Transaction SM30 (Customizing object V_T350_NOTDAT)
Code
2. On the following screen, make the following entries:
Order type Notif.type Notifictn
PM01

Page 30 of 54
 Order type Notif.type Notifictn
PM02
PM03
PM04
PM05
PM06
TCMO
TPMO

3. Save your settings.

Result
Indicator for notification and order data is maintained.

1.20 Assigning Costing Parameters and Results

Analysis Keys
Use
This activity will set the costing parameters for maintenance orders.

Page 31 of 54
Procedure
1. Access the activity using one of the following navigation options:
IMG Menu Plant Maintenance and Customer Service  Maintenance and Service
Processing  Maintenance and Service Orders  Functions and
Settings for Order Types  Costing Data for Maintenance Orders 
Assign Costing Parameters and Results Analysis Keys
Transaction SM30 (Customizing Object V_T399X_K)
Code
2. Select the rows with Plant TE10 and Order types PM01 – PM05.
3. Choose Details.
4. On the following screen, make the following entries:
Field name Description User action and values Note
Planned var. cal. PM01
Actual var. calc. PM01
5. Choose Next entry.
6. Repeat the same entries for the selected Plant and Order types.
7. Save your settings.

Result
Costing parameters and results analysis keys are assigned.

Page 32 of 54
1.21 Defining Change Docs, Collective Purc. Req.
Indicator, Operations
Use
This activity will specify in which plant and for which order type specific functions are active.

Procedure
1. Access the activity using one of the following navigation options:
IMG Menu Plant Maintenance and Customer Service  Maintenance and Service
Processing  Maintenance and Service Orders  Functions and
Settings for Order Types  Define Change Docs, Collective Purc. Req.
Indicator, Operation No. Interval
Transaction SM30 (Customizing object V_T399X_S)
Code
2. Select the rows with Plant SM01 and Order types PM01 – PM05.
3. Choose Change.
4. On the following screen, make the following entries:
Plant Type Increment OrdStChgDc CollReqstn Res/PReq Workflow Change
Document
TE10 PM01 0010 X X From X X
release
TE10 PM02 0010 X X From X X
release
TE10 PM03 0010 X X Immediately X
TE10 PM04 0010 X X Immediately X X
TE10 TCMO 0010 X Immediately X
TE10 TPMO 0010 X Immediately X
5. Save your settings.

Page 33 of 54
Result
Order type specific functions are specified.

1.22 Defining Scope of Check

Use
This activity will define the scope of check. Checking group and checking rule together specify
the scope of the check.

Procedure
1. Access the activity using one of the following navigation options:
IMG Menu Plant Maintenance and Customer Service  Maintenance and Service
Processing  Maintenance and Service Orders  Functions and
Settings for Order Types  Availability Check for Material, PRTs and
Capacities  Define Scope of Check
Transaction OPJJ
Code
2. Choose New entries.
3. On the following screen, make the following entries:
Field name Description User action and values Note
Av 01

Page 34 of 54
 Field name Description User action and values Note
Description Daily requirements
ChR PM
Checking rule Checking rule for plant maintenance

Field name Description User action and values Note

Av 02
Description Individ.requirements
ChR PM
Checking rule Checking rule for plant maintenance
4. Save your settings.

Result
The scope of check is defined.

1.23 Defining Inspection Control

Use
This activity will define the check control. The checking rule and the checking group specify
the scope of the check.
The checking rule and the actual check itself depend on the following parameters:

Page 35 of 54
  Plant, order type
 Operation
The operation can have the following characteristics:
 order created, release(d) order, scope of the check.

Procedure
1. Access the activity using one of the following navigation options:
IMG Menu Plant Maintenance and Customer Service  Maintenance and Service
Processing  Maintenance and Service Orders  Functions and
Settings for Order Types  Availability Check for Material, PRTs and
Capacities  Define Inspection Control
Transaction OIOI
Code
2. Choose New entries.
3. On the following screen, make the following entries:
Field name Description User action and values Note
Plant TE10
Description 304 Transport – Thatoom
Type TCMO
Availability Check 1
Text Check availability during order creation

Field name Description User action and values Note

Plant TE10
Description 304 Transport – Thatoom
Type TPMO
Availability Check 2
Text Check availability during order release
4. Repeat the same entries in Business function and Text for the order types PM02 – PM05.
5. Save your settings.

Page 36 of 54
Result
The check control is defined.

1.24 Defining Default Values for Component Item

Categories
Use
This activity will determine the proposal values for the item categories of the order
components. The proposal values can be determined dependent on the material type and the
maintenance plant.

Procedure
1. Access the activity using one of the following navigation options:
IMG Menu Plant Maintenance and Customer Service  Maintenance and Service
Processing  Maintenance and Service Orders  General Data 
Define Default Values for Component Item Categories
Transaction SPRO
Code
2. Choose New entries.
3. On the following screen, make the following entries:
Field name Description User action and values Note
Mat.type
Plnt TE10

Page 37 of 54
 Field name Description User action and values Note
ItemCategory N

4. Save your settings.

Result
The proposal values for the item categories of the order components are determined.

1.25 Defining Default Values for Units for Operation

Use
This activity will specify the default values for units of the duration and the work output of an
operation.

Procedure
1. Access the activity using one of the following navigation options:
IMG Menu Plant Maintenance and Customer Service  Maintenance and Service
Processing  Maintenance and Service Orders  General Data 
Define Default Values for Units for Operation
Transaction SPRO
Code
2. Choose New entries.
3. On the following screen, make the following entries:
Field name Description User action and values Note
Planning plant TE10
Norm.duratn un. H
Unit text H
Unit for work H
Unit text H
4. Save your settings.

Page 38 of 54
Result
The default values for units of the duration and the work output of an operation are specified.

1.26 Setting Scheduling Parameters

Use
This activity will set scheduling parameters for every maintenance order type and every
maintenance plant.
In addition to the scheduling type, you can determine further scheduling parameters:
 Automatic scheduling
 Display scheduling log automatically after scheduling
 Maximum number of days for start in the past
 Automatic adjustment of the start/finish dates
 Shift order indicator
 Scheduling to incorporate breaks (breaks at the work center are taken into account
when scheduling is created)

Procedure
1. Access the activity using one of the following navigation options:
IMG Menu Plant Maintenance and Customer Service  Maintenance and Service
Processing  Maintenance and Service Orders  Scheduling  Set
Scheduling Parameters

Page 39 of 54
 Transaction SPRO
Code
2. Choose New entries.
3. On the following screen, make the following entries:
Plant Order Production Adjust Dependent Scheduling Start Automatic
type scheduler dates requirement type in scheduling
the
past
SM01 PM01 * Adjust Operation Forward X
basic dates
dates
SM01 PM04 * Do not Operation Backward 5 X
Adjust dates
basic
dates
SM01 TCMO * Adjust Operation Forward X
basic dates
dates
SM01 TMPO * Adjust Operation Forward 99
basic dates
dates
4. Save your settings.

Result
The scheduling parameters for every maintenance order type and every maintenance plant
are set.

Page 40 of 54
1.27 Assigning Object Information Key to Order Types
Use
The object information key could be assigned to different objects within the PM module. Here
we are assigning the object information key to the order types.

Procedure
1. Access the activity using one of the following navigation options:
IMG Menu Plant Maintenance and Customer Service  Maintenance and Service
Processing  Maintenance and Service Orders  Object Information
 Assign Object Information Keys to Order Types
Transaction OIOJ
Code
2. Select the appropriate row.
3. On the following screen, make the following entries:
Order type Object information
TCMO PM
TPMO PM

4. Save your settings.

Result
The object information key is assigned to order types.

Page 41 of 54
1.28 Defining Control Parameters for Completion
Confirmations
Use
This activity will maintain the control parameters for completion confirmations in maintenance
orders. You can set control parameters for each order type. Using the completion parameters,
you define:
 Which data is proposed for entry
 The severity with which inspections should be performed
 How the completion confirmation processes are controlled

Procedure
1. Access the activity using one of the following navigation options:
IMG Menu Plant Maintenance and Customer Service  Maintenance and Service
Processing  Completion Confirmations  Define Control Parameters
for Completion Confirmations
Transaction OIOR
Code
2. Choose New entries.
3. On the following screen, make the following entries:
Plant Order Final Post Propose Propose Mat. Goods
type confirmation open Dates activities Movement: movement
reserves All
Components
TE10 PM01 X X
TE10 PM02
TE10 PM03 X X X X X
TE10 PM04 X X X X X
TE10 PM05 X X X X
TE10 TCMO X X X X X X
TE10 TPMO X X X X X X
4. Save your settings.

Page 42 of 54
Result
Control parameters for completion confirmations are defined.

Page 43 of 54
1.29 Defining Causes for Variances
Use
This activity will define reasons or causes for deviations.

Procedure
1. Access the activity using one of the following navigation options:
IMG Menu Plant Maintenance and Customer Service  Maintenance and Service
Processing  Completion Confirmations  Define Causes for
Variances
Transaction SPRO
Code
2. Choose New entries.
3. On the following screen, make the following entries:
Plant Description User action and values Note
TE10 Machine malfunction
TE10 Operating error
TE10 Defective material

4. Save your settings.

Result
Reasons or causes for deviations are defined.

Page 44 of 54
1.30 Defining Currency for Maintenance Statistics
Use
This activity will define in which currency plant maintenance statistical data is managed.

Procedure
1. Access the activity using one of the following navigation options:
IMG Menu Plant Maintenance and Customer Service  Information Systems for
Plant Maintenance and Customer Service  Define Currency for
Maintenance Statistics
Transaction SPRO
Code
2. On the following screen, make the following entries:
Field name Description User action and values Note
Statistics currency THB
Short text Thai Baht
3. Save your settings.

Result
Currency for Maintenance Statistics is defined.

Page 45 of 54
1.31 Assigning Value Categories to Maintenance Cost
Key Figures
Use
This activity will allocate value categories to PM cost key figures predefined by SAP. The
value category generally groups several cost element accounts together.

Procedure
1. Access the activity using one of the following navigation options:
IMG Menu Plant Maintenance and Customer Service  Information Systems for
Plant Maintenance and Customer Service  Assign Value Categories to
Maintenance Cost Key Figures
Transaction SPRO
Code
2. Choose New entries.
3. On the following screen, make the following entries:
4. Save your settings.

Result
Value categories to maintenance cost key figures are assigned.

1.32 Maintaining Equipment Category

Use

Page 46 of 54
This activity will automatically maintain the assigned data fields and screens if you activate
the serial data view.

Procedure
1. Access the activity using one of the following navigation options:
IMG Menu Plant Maintenance and Customer Service  Master Data in Plant
Maintenance and Customer Service  Technical Objects  Equipment
 Equipment Categories  Maintain Equipment Category
Transaction SPRO
Code
2. Choose New Entry.
3. On the following screen, make the following entries:
Field name Description User action and values Note
Category F
RefCat Machines
Equip.Cat Fleet Object
C
Object info PM
Ctyp/MatNo No check if construction type & material no. are
synchronous
4. Save your settings.

Result
Equipment Category is defined.

Page 47 of 54
1.33 Defining Business Views for Equipment
Categories
Use
This activity will automatically maintain the assigned data fields and screens if you activate
the serial data view.

Procedure
2. Access the activity using one of the following navigation options:
IMG Menu Plant Maintenance and Customer Service  Master Data in Plant
Maintenance and Customer Service  Technical Objects  Equipment
 Equipment Categories  Define Additional Business Views for
Equipment Categories
Transaction SPRO
Code
5. Choose Change.
6. Select the appropriate row.
7. On the following screen, make the following entries:
Field name Description User action and values Note
Cat F
Serialisation date
PRT Ind.
8. Save your settings.

Page 48 of 54
Result
Additional business views for equipment categories are defined.

1.34 Defining Number Ranges for Equipments

Use
This activity will assign every equipment a unique number.

Procedure
1. Access the activity using one of the following navigation options:
IMG Menu Plant Maintenance and Customer Service  Master Data in Plant
Maintenance and Customer Service  Technical Objects  Equipment
 Equipment Categories  Define Number Ranges
Transaction OIEN
Code
2. Choose Maintain Groups.
3. Select the equipment category P that is not assigned yet.
4. Choose F2.
5. Select standard number range (PM).
6. Choose Assign Element/Group.
7. Save your settings.

Page 49 of 54
Result
Number Range for Equipment Category is defined.

1.35 Defining Usage History Update

Use
This activity will activate/deactivate usage of history update for an appropriate equipment
category.

Procedure
1. Access the activity using one of the following navigation options:
IMG Menu Plant Maintenance and Customer Service  Master Data in Plant
Maintenance and Customer Service  Technical Objects  Equipment
 Equipment Usage Period  Usage History Update
Transaction OIEH
Code
2. Choose the row for equipment category F.
3. Make the following entries:
Field name Description User action and values Note
Time seg.
4. Save your settings.

Page 50 of 54
Result
Usage History Update is defined.

1.36 Installation at Function Location Dependent on

Equip. Category
Use
This activity will define whether an equipment can be installed at functional location or not.

Procedure
1. Access the activity using one of the following navigation options:
IMG Menu Plant Maintenance and Customer Service  Master Data in Plant
Maintenance and Customer Service  Technical Objects  Equipment
 Equipment Usage Period  Define Installation at Functional Location
Transaction OIEP
Code
2. Choose the row for equipment category M.
3. Make the following entries:
Field name Description User action and values Note
Inst. at FunctLoc.
4. Save your settings.

Page 51 of 54
Result
Installation at functional location is possible.

1.37 Assigning Partner Determination Procedure to

Equipment Category
Use
This activity will determine partners allocated to an equipment category.

Procedure
Access the activity using one of the following navigation options:
IMG Menu Plant Maintenance and Customer Service  Master Data in Plant
Maintenance and Customer Service  Technical Objects  Equipment
 Assign Partner Determination Procedure to Equipment Category
Transaction OIEV
Code
2. Choose the row for equipment category M.
3. Make the following entries:
Field name Description User action and values Note
PartDetPrc PM
4. Save your settings.

Page 52 of 54
Result
Partners to appropriate equipment category are defined.

1.38 Allowing Multilingual Text Maintenance for Each

Equip. Category
Use
This activity will define multilingual text maintenance for a equipment category.

Procedure
Access the activity using one of the following navigation options:
IMG Menu Plant Maintenance and Customer Service  Master Data in Plant
Maintenance and Customer Service  Technical Objects  Equipment
 Allow Multilingual Text Maintenance for Each Equipment Category
Transaction SPRO
Code
2. Choose the appropriate row for equipment category F.
3. Make the following entries:
Field name Description User action and values Note
Multilingual texts
4. Save your settings.

Page 53 of 54
Result
Usage of multilingual texts for equipment category is set.

Page 54 of 54