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
1) GETTING INTO CONFIGURATION THE AREA OF SAP
T-Code:-SPRO
Click on SAP Reference IMG
Page 2 of 162
Page 3 of 162
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
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Click on new entry and create new planning plant.
Page 5 of 162
New planning plant 2700 is created.
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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
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
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.
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Click on new entry & create new section for plant
Page 10 of 162
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.
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Click on new entry & create new planner group
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New planner group AHM is generated,
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3. Master data setting
3.1 Define user status(for master data)

maintenance & customers services>Basic setting>Define user status.
Click on new entry
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Select the Equipment profile & add status of equipment
Click on Object type & select the object type.
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3.2 Create authorization keys for user status authorization,

maintenance & customers services>Basic setting>Create Authorization keys for user status
authorization.
Page 16 of 162
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
Authorization key is assigned,
3.3 Define currency for maintenance statics currency

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
3.4 Define permit category.

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

maintenance & customers services>Basic setting>Measuring point counter & measuring
documents>Define measuring point category.
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Click on new entry and create new measuring point category.
S power pack oil measuring category is created.
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3.6 create no of ranges for measuring point.

documents>Create no ranges for measuring point.
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Click on intervals & create no ranges
2200000-2210000 no ranges is created
3.7 create no of ranges for measuring Documents.

documents>Create no ranges for measuring documents.
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No ranges are created.
3.8Define field selection for measuring point & measuring Documents.

documents>Define field selection for measuring point & measuring Documents.
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Select the file as per requirement
In this DESCRIPTION field is mandatory required done.
3.9Define warranty types.

maintenance & customers services>Basic setting>warranties>define warranty types.
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Click on new entry & create new warrenty type.
Warranty type 7 is created.
3.10Define no of ranges for warranty types.

maintenance & customers services>Basic setting>warranties>Define no ranges warranty types,
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Click on group
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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.
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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.

maintenance & customers services>Basic setting>partners>Define partner determination
procedure.
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Select the Plant Mint. And click on change partner
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If required then select responsibility.
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3.12 Define object information keys.

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.
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3.13 Define types of technical object.

maintenance & customers services>Technical object>General data>Define types of technical
object.
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Click on new entry to create new technical object.
Technical object HPP created.
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3.14 Define ABC indicator.

maintenance & customers services>Technical object>General data>Define ABC indicator.
Click on new entry and create ABC indicator.
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3.15 Define Authorize group for Techanical object .

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.
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3.16 Set view profile for Techanical object.

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,
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3.17 Define object information keys.

maintenance & customers services>Technical object>General data>Define object information
keys.
Click on new entry and create the object information key,
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New object ERWOBJT1 information key is generated.
3.18Create structure indicator for reference location/function location.

maintenance & customers services>Technical object>Function location>Create structure
indicator for reference location/function location.
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Click on new entry for create new function location.
ERW16 structure indicator is created.
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3.19. Define category for function location.

maintenance & customers services>Technical object>Function location>Define category for
function location.
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Click on new entry and creat function location catagory
ERW16 function location is created
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3.20. Define field selection for function location.

maintenance & customers services>Technical object>Function location>Define field selection
for function location.
Planner group & planning plant field is mandatory.
Page 42 of 162
3.21. Define Equipment category.

maintenance & customers services>Technical object>Equipment>Equipment
categories>Maintain equipment category.
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Click on new entry and define a new equipment category
New equipment category ERW MACHINES is created.
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3.22. Define additional business view for Equipment category.

maintenance & customers services>Technical object>Equipment>Equipment categories>Define
additional business view for Equipment category
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3.23. Define no ranges.

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
3.24. Define usage history update.

maintenance & customers services>Technical object>Equipment>Equipment usage
period>Equipment usage history update.
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3.25. Define installation at function location.

maintenance & customers services>Technical object>Equipment>Equipment usage
period>Define installation at function location.
Equipment category is installed at function location
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3.26. Assign user status profile to equipment category.

maintenance & customers services>Technical object>Equipment>Assign user status profile to
equipment category.
ZEQUIP status profile is assiged to equipment category.
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3.27. Assign partner determination procedure to equipment category.

maintenance & customers services>Technical object>Equipment>Assign partner determination
procedure to equipment category.
3.28. Define field selection for equipment master record.

maintenance & customers services>Technical object>Equipment>Define field selection for
equipment master record.
Function location and company code is mandatory.
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3.29. Allow multilingual text maintenance for each equipment category.

maintenance & customers services>Technical object>Equipment>Allow multilingual text
maintenance for each equipment category.
Page 51 of 162
3.30. Define serial no profile.

maintenance & customers services>Technical object>Serial no management>Define serial no
profile.
Click on new entry and create the serial no profile,
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SNRP profile is created then select the profile and double click on serializing procedure,
Page 53 of 162
3.31. Define default equipment category for serial no.

maintenance & customers services>Technical object>Serial no management> Define default
equipment category for serial no.
3.32. Define Responsible designers and laboratories

maintenance & customers services>Bills of material>general data> Define Responsible
designers and laboratories.
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Click on new entry to create Responsible designers and laboratories.
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3.33. Define item category

maintenance & customers services>Bills of material>item data >define item category.
Page 56 of 162
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.
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4.2 Set maintenance plan category.

center, Task list and PRTS>Basic setting>Maintenance plans>Set maintenance plan category.
Click on new entry to createmaintenance plan category
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New maintenance plan category EP is created.
4.3 Define number ranges for maintenance plan.

center, Task list and PRTS>Basic setting>Maintenance plans> Define number ranges for
maintenance plan.
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New
Number ranges EP is created for maintenance plan
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4.4 Define number ranges for maintenance items.

center, Task list and PRTS>Basic setting>Maintenance plans> Define number ranges for
maintenance items
4.5 Define short field for maintenance plans .

center, Task list and PRTS>Basic setting>Maintenance plans> Define short field for maintenance
plan.
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New short field PL is created.
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4.6 Configure special function for maintenance planning .

center, Task list and PRTS>Basic setting>Maintenance plans>Configure special function for
maintenance planning.
4.7Define employee responsible for work center.

center>General data>Define employee responsible for work center.
Click on new entry to create employee responsible for work center
Page 63 of 162
NEW employee ERW responsible for work center is created.
4.8 Configure planner group,.

center>Task list>General data>Configure planner group.
Click on new entry and create planner group.
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New planner group AHM is created,
4.9 Define no ranges for general maintenance task list.

center>Task list>Control data>Define no ranges for general maintenance task list.
No ranges is created
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4.10 Define no ranges for Equipment task list.

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.

center>Task list>Control data> Define no ranges for task list for function location.
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4.12 Define PRT authorization group .

center>Production resources tools>General data>Define PRT authorization group.
Click on new entry and create PRT group
New group is created
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4.13 Define PRT group keys.

center>Production resources tools>General data>Define PRT group keys.
Click on new entry and create PRT tools
GD & WR is created,
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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.
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Click on new entry and create the notification type.
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Notification type EB & EC is created
5.2Set screen template for notification type.

processing>Maintenance and services notification>notification creation>Notification types>Set
screen template for notification type.
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All tab is selected and entries done
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5.3 Define long text control for notification type.

types>Define long text control for notification type.
Select the notification type and go to details.
Tick mark on highlighted item
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5.4Set field selection for notification.

processing>Maintenance and services notification>notification creation>Notification types>Set
field selection for notification.
Double click on field selection for maintenance notification,
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Maintenance work center is mandatory
Page 76 of 162
5.5Define no ranges.

types>Define no ranges.
Page 77 of 162
EB no ranges is defined.
5.6 Maintain catalogs.

content>Maintain Catalogs>
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5.7 Define catalogs profile.

content>Define Catalog Profile.
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Click on new entry and create the new profile for
Double click on catalog code group and maintain code group for catalog profile.
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Code group is maintain for this profile
ERWPROF is generated
Page 81 of 162
5.8 Change catalog & catalogs profile for Notification.

content>Change catalog & catalogs profile for Notification.
Select our profile and click on detail. And maintain data.
Page 82 of 162
5.9 Define Partner Determination Procedure and Partner Function.

processing>Maintenance and services notification>notification creation>partner>Define
Partner Determination Procedure and Partner Function.
Page 83 of 162
Page 84 of 162
5.10 Define Priorities.

processing>Maintenance and services notification>notification processing>Response Time
Monitoring>Define Priorities.
Double click on define priority types.
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Click on new entry and define priority type.
EB priority type is created.
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Click on new entry and define priority type.
New priority type is defined for each priority.
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Select the notification type and click on the details.
Choose your priority by going to the dropdown for the priority type & save.
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5.11Define Shop Papers, Forms and Output Programs.

processing>Maintenance and services notification>notification processing>Notification Print
Control>Define Shop Papers, Forms and Output Programs.
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Page 90 of 162
5.12 Define Status Profile.

processing>Maintenance and services notification>notification processing>User Status for
Notifications>Define Status Profile.
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Click on new entry and create the new profiler.
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ZEB status profile is created. Then select the profile and click on detail.
Click on object type and select the object type
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Assign the status profile for notification.
Page 94 of 162
Select the profile and click on detail,
Profile is assigned.
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5.13 Create Authorization Keys for User Status Authorizations.

processing>Maintenance and services notification>notification processing>User Status for
Notifications>Create Authorization Keys for User Status Authorizations
Page 96 of 162
ERWM authorization key is generated,
5.14 Assign the Object Information Keys for notification type.

processing>Maintenance and services notification>notification processing>object
information>Define Object Information Keys.
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ERWOBJNOTI is generated.
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Page 99 of 162
5.15 Overview of notification type.

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.
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Page 101 of 162

Click on new entry and create the new entry.
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Page 103 of 162

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Page 106 of 162

IW21 show all setting.
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MAINTENANCE AND SERVICE ORDER
6 Configure order types.

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

HFBD is configured as Break down ORDER.
HFPM is configured as PREVENTIVE MAINTENANCE ORDER
Page 109 of 162

HFCL is configured as CALIBRATION ORDER.
HFRF is configured as REFURBISHMENT ORDER
Page 110 of 162

Highlighted orders are created.
6.2 Indicate Order Types for Refurbishment Processing

processing>Maintenance and Service Orders>Functions and Settings for Order Types> Indicate
Order Types for Refurbishment Processing
Page 111 of 162

Check the mark on the refurbishment order type as highlighted.
6.3 Configure Number Ranges.

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

6.4 Assign Order Types to Maintenance Plants.

processing>Maintenance and Service Orders>Functions and Settings for Order Types> Assign
Order Types to Maintenance Plants.
Page 113 of 162

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

6.5Assign Inspection Types to Maintenance/Service Order Types

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

6.6Define Default Value for Planning Indicator for Each Order Type

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

6.7 Create Default Value Profiles for External Procurement

processing>Maintenance and Service Orders>Functions and Settings for Order Types>Create
Default Value Profiles for External Procurement.
Page 117 of 162

Click on new entry to Create Default Value Profiles for External Procurement.
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Default Value Profiles for External Procurement are created and highlighted.
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The highlighted (standard) profile are taken as Default Value Profiles for External Procurement
Page 120 of 162

6.8 Default Values for Task List Data and Profile Assignments

processing>Maintenance and Service Orders>Functions and Settings for Order Types>Default
Values for Task List Data and Profile Assignments
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Click on new entry to create Default Values for Task List Data and Profile Assignments
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Page 123 of 162

Page 124 of 162

The above highlighted are the 4 types order profile.
6.9Settlement Rule: Define Time and Creation of Distribution Rule

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.
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6.10 Define Proposed Reference Time for Technical Completion

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

Default Order Types for Maintenance Items
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6.12Define Notification and Order Integration

Notification and Order Integration
Page 127 of 162

Notification type is assigned to order type
6.13 Maintain Default Values for Control Keys for Order Types

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

Select the order types and go to detail.
Defined PM01 (Plant maintenance-internal) for all order types.
Page 129 of 162

6.14 Define Maintenance Activity Types

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

Types>Maintenance Activity Type>Assign Valid Maintenance Activity Types to Maintenance
Order Types
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Valid Maintenance Activity Types to Maintenance Order Types is assigned.
6.16 Default Values for Maintenance Activity Type for Each Order Type

Types>Maintenance Activity Type>Default Values for Maintenance Activity Type for Each Order
Type.
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Default Values for Maintenance Activity Type for Each Order Type are highlighted.
6.17 Assign Costing Parameters and Results Analysis Keys

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

Select the our plant and click on detail.
Select all order and assigned PM01 for all order types.
Page 133 of 162

6.18Define Change Docs, Collective Purc. Req. Indicator, Operation No. Interval

Change Docs, Collective Purc. Req. Indicator, Operation No. Interval.
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6.19 Define Documentation for Goods Movements for the Order

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,

processing>Maintenance and Service Orders>Functions & Settings for Order Types> Availability
Check for Material, PRTs, and Capacities> Define Inspection Control.
Page 135 of 162

Click on new entry and create the inspection control.
1) Check availibilty during oreder creation
Page 136 of 162

2) Check availibity during order release.
Same both process done for all 04 nos order type.
Page 137 of 162

Inspection control done for all order type.
6.21 Define Account Assignment Cat. and Document Type for Purchase Requisitions.

processing>Maintenance and Service Orders> General Data>Define Account Assignment Cat. and
Document Type for Purchase Requisitions.
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6.22 Define Priorities.

processing>Maintenance and Service Orders> General Data>Define Priorities
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Existing priority whichj is creted during notification it is taken same for order.
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Priority type is assined for all order type
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6.23 Activate Default Value for Current Date as Basic Date.

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.
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6.24 Define Default Values for Units for Operation.

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.

processing>Maintenance and Service Orders> General Data>User Status for Orders>Define Status
Profile.
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Click on new entry and create new status profile for order.
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Click on object type and select the object for order profile.
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Status profile is assined to maintenance order type.
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6.25 Create Authorization Keys for User Status Authorizations.

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

processing>Maintenance and Service Orders> Partner>Define Partner Determination Procedure and
Partner Function.
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Page 148 of 162

6.28 Set Scheduling Parameters.

processing>Maintenance and Service Orders> Scheduling>Set Scheduling Parameters.
Create on new entry and specify scheduling parameter.
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6.29 Create Revisions.

processing>Maintenance and Service Orders>Create Revisions.
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Click on new entry and create new revision.
Page 151 of 162

6.30 Assign Default Values for Settlement Areas to Order Types

processing>Maintenance and Service Orders>Assign Default Values for Settlement Areas to
Order Types.
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Select the order type and click on detail.
6.31 Assign Object Information Keys to Order Types

processing>Maintenance and Service Orders>Object Information>Assign Object Information
Keys to Order Types
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6.31 Assign Notification Types to Order Types.

processing>Maintenance and Service Notifications>Notification Creation>Notification
Types>Assign Notification Types to Order Types.
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Page 155 of 162

HFBD is assigned
7. Completion Confirmations
7.1 Define Control Parameters for Completion Confirmations

processing> Completion Confirmations> Define Control Parameters for Completion
Confirmations.
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Click on new entry and create the confirmation parameter.
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Same done for all order type.
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7.2 Define Causes for Variances.

processing> Completion Confirmations> Define Causes for Variances.
Click on new entry and create the causes.
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8 Configuration Control
8.1 Make General Settings for Installation/Dismantling

processing> Configuration Control> Make General Settings for Installation/Dismantling.
Page 161 of 162

8.2 Determine Properties of Notifications for Installing and Dismantling Parts.

processing> Configuration Control> Determine Properties of Notifications for Installing and
Dismantling Parts.
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PM CONFIGURATION DOCUMENT

1) MAYURSINH DAYATAR (WCL-ERW MECH.MAINT)

1) GETTING INTO CONFIGURATION THE AREA OF SAP

Click on SAP Reference IMG

2. ENTERPRISE STRUCTURE (ORGANIZATION STRUCTURE)

 Define Maintenance Planning plant

2.2 Define Maintenance planning plant

Menu path:-Display IMG >Enterprise structure>Definition>Plant Maintenance>Maintain

Select the path of maintain maintenance planning plant

Click on new entry and create new planning plant.

New planning plant 2700 is created.

2.3 Assign Maintenance planning plant to maintenance plant

Menu path:-Display IMG>Enterprise structure>assignment>Plant maintenance>Assign

Assigning planning plant

2700 planning plant is assigned to maintenance plant.

2.4 Define Location

Menu path:-Display IMG>enterprise structure>Defination>Logistics general>define

Click on new entry and create plant location.

P01 & P02 PLANT LOCATION IS CREATED.

2.5 Define plant section

Menu path:-Display IMG>Plant maintenance & customers services>Master data in plant

Click on new entry & create new section for plant

Plant section forming, Entry & final is created

2.6 Define planner Groups

Click on new entry & create new planner group

New planner group AHM is generated,

3. Master data setting

3.1 Define user status(for master data)

Menu path:-Display IMG>Plant maintenance & customers services>Master data in plant

Click on new entry

Select the Equipment profile & add status of equipment

Click on Object type & select the object type.

3.2 Create authorization keys for user status authorization,

Menu path:-Display IMG>Plant maintenance & customers services>Master data in plant

Click on new entry & create the authorization keys.

Authorization key is assigned,

3.3 Define currency for maintenance statics currency

Menu path:-Display IMG>Plant maintenance & customers services>Master data in plant

Note:-it is only created at only time then it is standard.

3.4 Define permit category.

Menu path:-Display IMG>Plant maintenance & customers services>Master data in plant

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

Click on new entry and create new measuring point category.

S power pack oil measuring category is created.

3.6 create no of ranges for measuring point.

Menu path:-Display IMG>Plant maintenance & customers services>Master data in plant

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

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

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

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