SAP PM1
description
Transcript of SAP PM1
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Task Lists
Business Process
Task List Management
Task List and Order
Configurable Task Lists
Customizing
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Business Process
Whichoperationshave to be
performed?
MaterialPRTTarget timeInspectioncharacteristic
10
20
30
40
50
60
Switch off
Dismantle
Clean
Reassemble
In your company, specific maintenance tasks are to be performed for all pumps at regular intervals. This work consists of a number of standard operations such as deactivation, safety check, disconnecting power supply of pump and so on.
Therefore, these operations are grouped together in one maintenance task list which can be used repeatedly for different maintenance orders.
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At the conclusion of this unit, you should beable to
Unit Objectives:
Create task lists
Assign material, PRTs and so on tooperations
Manage where-used lists
Perform mass changes
Analyze costs
Copy task lists into orders
Make the most important settings inCustomizing
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Topic Overview
Business Process
Task List Management
Task List and Order
Configurable Task Lists
Customizing
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Maintenance Task List Types
E Equipment task list
General maintenancetask listA
T Functional locationtask list
The PM System provides three types of maintenance task lists. They are distinguished by an indicator:
- Equipment task list (E)
- Functional location task list (T)
- General maintenance task list (A)
Each type can be used for routine and for planned maintenance.
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Maintenance Task Lists: Organization
Task list headerPump_Wtg.Group counter: 1
Operation 10Operation 20Operation 30
Plangruppe
Group counter = 1
Group counter = 2
Group counter = 3
PlangruppePump_Wtg.Pumps
Group counters
The maintenance task lists in the PM System are combined into task list groups. A task list group contains all maintenance task lists with the same or with similar maintenance job steps. The maintenance task lists within a task list group are identified by the group counter which numbers the task lists within a group sequentially.
The task list group is of particular importance for the general maintenance task lists because they are called up using the group number. The group number for general task lists can be assigned internally or externally. The group numbers for equipment and functional location task lists are only assigned internally.
The PM System handles all the maintenance task lists within a group as a unit. Therefore, you should subdivide your maintenance task lists into several small groups to facilitate processing. The data volume that the system has to process upon access to a task list group will thus be reduced and the system response times will be shorter.
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Maintenance Task Lists: Number Assignment
Internal numberassignment
Internal number assignment
Internal and externalnumber assignment
Task list group CounterPump_Wtg. 01
02
03
04
Task list group CounterPump_Wtg. 01
02
03
04
Pump_Wtg.Pump_Wtg.
200125Equipment
Task list group Counter395 01
02
03
04
Task list group Counter742 01
02
03
K1-M01Funct. loc.
Number assignment for equipment and functional location task lists
The numbers for equipment and functional location task lists are assigned internally. This means that the system assigns the number when you create the task list and informs you of the number under which the task list is saved. The first task list that you create for a particular piece of equipment or functional location is identified by a task list group number and a group counter. Further task lists for the same piece of equipment or functional location are identified by the task list group counter within the group.
Number assignment for general maintenance task lists
The numbers for general maintenance task lists can be assigned internally or externally.
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Maintenance Task Lists: Structure I
Task listheader
Operation 10Operation 20Operation 30
Plant
Work center
Planner group
Maintenancestrategy
QM data
The task list header contains the following assignments:
- Plant- Work center- Planner group- Maintenance strategy- QM data- Status- Condition of the technical system- Profile
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Maintenance Task Lists: Profile
Operation 05Operation 10Operation 15Operation 20
General maintenancetask list
TimeHHHH
ProfileProfile B B
ProfileProfile A A
IncrementUnitPurchasing org.Currency...
0005H
0001US $
It is quite often the case that particular fields contain the same value or data in different maintenance task lists. In order to reduce the time required to fill out these fields, you can create a profile. A profile contains standard information which is required in the same or in similar combinations during the processing of maintenance task lists.
When you create a task list, you can specify the key for the profile containing the required data in the initial screen. The data is automatically entered in the new maintenance task list. The profile data can be overwritten at any time.
Profiles are maintained in Customizing.
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Maintenance Task Lists: User Fields
05 Operation
Field key 1
Drive:Transmission:Rail gauge:Tract. power:Last check:
Gen. maint. task listPreventive maintenance:
Diesel locomotive
Hydropneum.Shaft1435 mm38 tons01.10.1993
Usage Pers.
Field keyField key 2: 2: MotorMotor
Text (20) Gear shiftText (10) Mount Quantity Power
Text (20) Gear shiftText (10) Mount Quantity Power
Field keyField key 1: 1: Diesel locomotiveDiesel locomotive
Text (20) Control typeText (10) Transmission Quantity Rail gauge Value Tractive power Date Last checkIndicator Usage Pers.
Text (20) Control typeText (10) Transmission Quantity Rail gauge Value Tractive power Date Last checkIndicator Usage Pers.
User fields constitute additional, user-specific data in the maintenance task list which are assigned at operation level.
User fields are maintained in Customizing.
User fields are:
10 or 20-character text fields
Quantity fields
Value fields
Date fields
Indicator fields
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Operation 10 Sub-operation 10 Sub-operation 20Operation 20Operation 30
Task list header
Control of OperationsInternal processing
Control key PM01
Content: Work center
Standard text key
Work required
Oper. duration
Wage data
Control key PM01
Content: Work center
Standard text key
Work required
Oper. duration
Wage data
External processing
Control key PM02
Content: Vendor
Purchasing grp
Net price
Purchasing org.
Info record
Control key PM02
Content: Vendor
Purchasing grp
Net price
Purchasing org.
Info record
The control key defines whether an operation is to be processed internally (own labor) or externally (external labor).
Control keys are maintained in Customizing.
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Maintenance Task Lists: ComponentAssignment
Operation 10Sub-operation 10Sub-operation 20Operation 20Operation 30
Task listheader
Using structure graphicsUsing structure graphics
Using structure list
Using structure list
Operation
Direct as material number
Direct as material number
You can assign material components to the operations in the maintenance task lists. On the one hand, you can retrieve these material components from the bill of material for the maintenance object (equipment, functional location or header assembly) which is assigned to the maintenance task list. In this case, the bill of material corresponds exactly to the content of the structure list.
On the other hand, you can freely assign materials, which are not listed in the bill of material for the maintenance object, to the maintenance task list directly. In this case, the assignment is made using the material number.
The material components assigned to the maintenance task list are copied into the maintenance order when the maintenance task list is exploded in the maintenance order.
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General Task Lists: Component Assignment
Material 1
Material 2
Assembly 2
Bill ofBill of materialmaterialAssemblyAssembly 1 1
Material 3
Material 4
BillBill ofof materialmaterialAssemblyAssembly 2 2
Operation 10
Operation 20
Operation 30
Gen. maint. task list
Assembly 1
Material components in the general maintenance task list are assigned by the assembly in the general task list header. In order to assign material components to a general task list, you must therefore enter an assembly in the general task list header first.
You can assign material components to a general maintenance task list from the assembly bill of material (assembly 1) or from the sub-assembly bill of material (assembly 2) or from the general list of materials.
Once material components have been assigned to the general maintenance task list from the assembly, the assembly in the general task list header can no longer be changed.
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Operation 10
Operation 20
Operation 30
FL/equipment tasklist
FL / Equipment Task Lists: ComponentAssignment
Material 1
Material 2
Assembly 1
BillBill of materialof materialFLFL//equipmentequipment 1 1
Material 3
Material 4
Material 5
BillBill of materialof materialAssembly 1 1
You can assign material components from the bill of material for the functional location/equipment or from the bill of material for the sub-assemblies to functional location/equipment task lists.
The material components you wish to assign to an equipment task list or functional location-task list do not have to be available in the bill of material when the assignment is made. You can also freely assign material.
The system does not automatically add the freely assigned material to the bill of material. The initial bill of material is kept in its original form so that you can call it up again at any time.
In order to enable the free assignment of materials for maintenance task lists, your system administrator has to specify a BOM usage for maintenance-relevant BOMs (for example usage 4 in the SAP standard system) within the Customizing for maintenance task lists.
As soon as material has been freely assigned, no more changes may be made to the assigned BOM usage. Failure to observe this requirement may result in existing free material assignments being lost.
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Relationships
OP 010OP 010 OP 020OP 020
OP 010OP 010 OP 020OP 020
OP 010OP 010 OP 020OP 020
OP 010OP 010 OP 020OP 020
FS relationship
SS relationship
FF relationship
SF relationship
The chronological order and time-based dependency of the individual operations is very important for efficient planning and implementation of comprehensive maintenance work. Therefore, it is important to set up the individual operations for a maintenance task list with one another based on time. This means being able to link or network them to one another. For this, network technology and relationships are available in the system.
A relationship describes the logical dependency between two operations in a maintenance task list. The relationship indicates whether an operation preceeds or follows another operation.
The type of relationship defines how the individual operations are linked with each other. There are four types of relationship:- FS relationship: The end of an operation is linked with the start of the following operation.- SS relationship: The start of an operation is linked with the start of the following operation.- FF relationship: The end of an operation is linked with the end of the following operation.- SF relationship: The start of an operation is linked with the end of the following operation.
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Work center 1 Pump_WTG 1
Work center 1 Pump_WTG 9
Work center 1 Pump_WTG 7
Mass Functions: Where-used List
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IH-Anleitungen---------
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IH-Anleitungen---------
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IH-Anleitungen---------
Task lists
?
Work center 1PRT
Usage work center 1:
It is often necessary to work out the usage of work centers or production resources and tools (PRTs) in different task lists in order to be able to plan capacities efficiently.
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IH-Anleitungen---------
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IH-Anleitungen---------
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IH-Anleitungen---------
Task lists
Mass Functions: Changes
XXXXXXXX
PRT
Work center 1
Work center 2
Existing assignments of work centers and production resources and tools to task lists can be changed.
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Task list header
Maintenance Task List: Cost Analysis
Internal processing
Op. 10: Mechanics 3hrsOp. 20: Electricians 1hr
External processing
Op. 30: Contractors 1hr
Stock material
2 pc. material ABC
Non-stock material
2 pc. material XYZ
Costs
Internal processing: $ 500
External processing: $ 150
Stock material: $ 300
Non-stock material: $ 500
Total: $ 1450
You can only execute the cost analysis program for one task list type. This means that if you want, for example, to determine the costs for equipment and functional location task lists, you must run the program once for equipment task lists and once for functional location task lists.
You can either refer the cost analysis to complete maintenance task lists or single out individual operations (for example, all external processing operations).
The following are all entered into the cost analysis:- All material costs- All costs for external processing- All costs for internal processing
In the cost analysis, you can request a log which checks all the master data relevant to the calculation for completeness and consistency. The system checks, for example, whether all the activity types and valuation segments for the assigned materials are maintained. In the case of errors or inaccuracies, there are the relevant system messages in the cost analysis log.
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Topic Overview
Business Process
Task List Management
Task List and Order
Configurable Task Lists
Customizing
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Task List Transfer
Change possibleOperation selection
Order 902059 PM01
Operation 10Operation 20Operation 30Operation 40Operation 50Operation 60Operation 70
Task list
Work center: Mechanics
Task list factor1
Fct
1
1
Operation 10
Operation 20X
X
To make creating orders for preventive maintenance much easier, existing task lists can be integrated directly into the order.
As from Release 4.0, you will be able to change the work center.
You can also determine how often an operation is to be executed:
- For all operations using the task list factor
- For individual operations using the factor (fct) in the operation
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Order 902059 PM01
Selection Procedure for Task Lists I
Pump_Wtg
7
Direct entry
Pump_Wtg 7
Operation 10Operation 20Operation 30Operation 40Operation 50Operation 60Operation 70
Task lists can be selected in different ways within an order. If the task list group and task list group counter are known, the task list can be selected by direct entry (as from 4.0A).
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Selection Procedure for Task Lists II
Order 902059 PM01
Pump_WTG 1
Pump_WTG 2
Pump_WTG 4
Pump_WTG 3
List
For the assembly
For the object structure
Selection
Selection of general task lists:
Further selection procedures for task lists:
- General task lists
- For the object structure
- For the assembly
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Selectionobject-related
Selection Procedure for Task Lists III
Order 902059 PM01
Construction type
P-1000Pump_Wtg7
Operation 10Operation 20Operation 30Operation 40
Pump_Wtg7
Operation 10Operation 20Operation 30Operation 40
Pump_Wtg 7Assembly:P-1000
Operation 10Operation 20Operation 30Operation 40
Equipment /Functional location
The object-related selection procedure enables task lists to be selected based on the reference object.
If the specified reference object is a piece of equipment with construction type, all equipment task lists and functional location task lists for the piece of equipment concerned will be supplied as well as all general task lists with an assembly in the task list header that corresponds to the construction type for the equipment.
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IH-Anleitungen---------
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IH-Anleitungen---------
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Task lists--------- Pump_WTG 8
Pump_WTG 23
Pump_Inst 4
Pump_WTG 6
Included Task Lists - Overview
Order 902059 PM01
0010 Operation0020 Operation0030 Operation0040 Operation
If operations from several different task lists are used in an order, the list of all task lists used can be displayed (as from 4.0A).
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Topic Overview
Business Process
Task List Management
Task List and Order
Configurable Task Lists
Customizing
Configurable work lists are available in release 4.0A.
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Order 902059
Variant 1
What are Configurable Task Lists?
Variant 1Variant 1
Variant 2
Variant 3
General task listPumps
Pump = Variant 1Pump = Variant 1
Operation 10Operation 20Operation 30Operation 40
Operation 10Operation 20Operation 30Operation 40
Operation 60Operation 70
Operation 50Operation 50 Operation 50Operation 50
Configurable task lists enable you to combine operations for objects which only differ to a small degree. Thus, you only need to create one single task list for different variants.
When a configurable task list is included in an order, the selection of operations is based on characteristics. Operations use object dependencies, in other words, a combination of characteristics and values. When a task list is selected, the characteristic value is requested.
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Task list grp: Pump_WtgTLGC: 5
Operation 10Operation 20Operation 30Operation 40
Operation 50Operation 60Operation 70
General maintenance task list
Functions IClassification system
Variant configuration
Class: PumpsClass type: 300
Charac.: Pressure head
Object: Pump_Wtg 5
Class: Pumps
Class type: 300
Class
Profil
Object dependency
Configurable general maintenance task list
Configurable general maintenance task list
Configurable general maintenance task list
Pressure head = 30
Pressure head = 20
Pressure head = 10
The prerequisites for creating configurable task lists (general maintenance task lists) are:A
A class must be created for the relevant objects in the classification system. A configurable class must be assigned as the class type (class type 300 in the standard system).
The characteristics which play a role in the differentiation between objects are assigned to the class.
A configuration profile is created in the variant configuration. This profile links the general maintenance task list (task list group and task list group counter), the class and the class type.
An object dependency is assigned to the operations in the general maintenance task list which should be made configurable (example: pressure head = 20).
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Order 902059
Functions II
Task list grp: Pump_WtgTLGC: 5
General maintenance task list
Objectdependency
Operation 10Operation 20Operation 30Operation 40
Operation 50Operation 60Operation 70
Pressure head ?
When the configurable general task list is included into an order, the characteristic value is requested.
The values available can be displayed using F4.
When a value is entered, the operations which have this value for this characteristic in their object dependency are selected from the task list.
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Topic Overview
Business Process
Task List Management
Task List and Order
Configurable Task Lists
Customizing
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Customizing
Profile
User Fields
Control Key
ProfileThe profile can be used to perform settings when creating task lists such as increment of the operations, calculation key, unit of measure for duration, unit of measure for work and so on.
User fieldsThe user fields can be used to define user-specific fields for texts, information regarding quantities, values, date, deadlines, indicator and so on. Selection is performed using a field key.
Control keyThe control key defines the following parameters for the operations in the task list:Scheduling, determining capacity requirements, general costs activity, costing, printing the time ticket,printing the completion confirmation, printing, completion confirmation, external processing, service, text (calling up the long text, long text available).
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Summary (1)
Task lists enable recurring work steps to besummarized.
Task lists can be related to a piece ofequipment or a functional location, or theycan be created as a general maintenance tasklist.
Material, production resources/tools,inspection characteristics, maintenancestrategies and relationships can be assignedto the operations in task lists.
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Summary (2)
Task lists can be included fully or in part inmaintenance orders.
Configurable task lists enable operations fordifferent variants of an object in a task list tobe summarized. The operations can beselected based on characteristics dependingon the variant.
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