ContentsPlant Maintenance Basics: Configuration Guide51Purpose52Preparation52.1Prerequisites52.1.1Building Blocks53Configuration53.1Define Location53.2Maintain Maintenance Planning Plant63.3Assign Maintenance Planning Plant to Maintenance Plant63.4Define Permit Categories73.5Define Object Types73.6Define Plant Sections83.7Define Planner Groups83.8Define Object Information Keys93.9Create Structure Indicator for Reference Functional Locations103.10Define Business Views for Equipment Categories113.11Define Material Groups113.12Create Default Value Profiles for External Procurement123.13Maintain Settlement Profiles133.14Maintain Allocation Structure143.15Assign Allocation Structure to Settlement Profiles153.16Maintain Value Categories153.17Assign Cost Elements to Value Categories163.18Define Default Values for Value Categories173.19Define Default Values Profiles for General Order Data173.20Define Maintenance Activity Types183.21Define Default Values for Component Item Categories193.22Activate Default Value for Current Date as Basic Date193.23Define Default Values for Units for Operation203.24Define Currency for Maintenance Statistics203.25Assign Value Categories to Maintenance Cost Key Figures213.26Maintaining Storage Location213.27Defining Purchasing Groups223.28Defining Person Responsible for Work Center224Master Data234.1Creating Materials for Plant Maintenance234.2Assigning Number Range for Task Lists234.3Creating Work Centers for Plant Maintenance244.4Creating Vendor for Different Account Groups244.5Creating Functional Locations244.6Creating Equipments254.7Creating Maintenance Assemblies254.8Creating and Changing Equipment Bill of Materials264.9Creating and Changing Material Bill of Materials264.10Creating Info Record27

Plant Maintenance Basics: Configuration GuidePurposeThis configuration guide provides the information you need to set up the configuration of this building block manually.PreparationPrerequisitesBuilding BlocksBefore you start installing this scenario, you must install prerequisite building blocks. For more information, see the Building Block Prerequisites Matrix for Chemicals.

ConfigurationDefine LocationUseThe purpose of this activity is to define locations within a plant. A location allows a plant to be classified according to spatial or situation criteria.Procedure1. Access the activity using one of the following navigation options:IMG MenuEnterprise Structure Definition Logistics - General Define Location

Transaction CodeSPRO

2. Choose New entries.3. On the following screen, make the following entries:Field nameDescriptionUser action and valuesComment

Plnt1000

LocationYQ_0001

NameLocation 1

Enter

CountryDE

LocationYQ_0002

NameLocation 2

Enter

DE

4. Choose Save.ResultThe locations for Plant 1000 have been created.

Maintain Maintenance Planning PlantUseThe purpose of this activity is to define the maintenance planning plant.Procedure1. Access the activity using one of the following navigation options:IMG MenuEnterprise Structure Definition Plant Maintenance Maintain maintenance planning plant

Transaction CodeSPRO

2. Choose New entries.3. On the following screen, make the following entries:Field nameDescriptionUser action and valuesComment

Planning plant1000

Name 1Planning Plant

4. Choose Save.ResultThe maintenance planning plant is defined.

Assign Maintenance Planning Plant to Maintenance PlantUseThe purpose of this activity is to assign planning plant to plant.Procedure1. Access the activity using one of the following navigation options:IMG MenuEnterprise Structure Assignment Plant Maintenance Assign maintenance planning plant to maintenance plant

Transaction CodeSPRO

2. Choose Change.3. Select the appropriate row and make the following screen, make the following entries:Field nameDescriptionUser action and valuesComment

Plnt1000

PlPl1000

4. Choose Save.ResultThe planning plant is assigned to plant.

Define Permit CategoriesUseThe purpose of this activity is to define permit categories. You can use permits to define certain rules or conditions; which are to be observed during the execution of maintenance tasks. You can define the time during the order processing, the permit must be granted: before an order is released before an order is technically completedProcedure1. Access the activity using one of the following navigation options:IMG MenuPlant Maintenance and Customer Service Master Data in Plant Maintenance and Customer Service Basic Settings Permits Define Permit Categories

Transaction CodeSPRO

2. Choose New Entries.3. On the following screen, make the following entries:Field nameDescriptionUser action and valuesComment

CatA

Name 1Work approval

CatB

Name 1Safety permit

4. Choose Save.ResultPermit categories are defined.

Define Object TypesUseThe purpose of this activity is to 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.Procedure1. Access the activity using one of the following navigation options:IMG MenuPlant Maintenance and Customer Service Master Data in Plant Maintenance and Customer Service Technical Objects General Data Define Types of Technical Objects

Transaction CodeSPRO

2. Choose New Entries.3. On the following screen, make the following entries:Object TypeDescription

3000Motors

4000Conveyor

5000Mills and Crusher

6000Hopper and Silo

7000Tanker and Container

8000Controllers

4. Choose Save.ResultObjects Types are defined.

Define Plant SectionsUseThe purpose of this activity is to define plant sections; which enable you to 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.Procedure1. Access the activity using one of the following navigation options:IMG MenuPlant Maintenance and Customer Service Master Data in Plant Maintenance and Customer Service Technical Objects General Date Define Plant Sections

Transaction CodeSPRO

2. Choose New entries.3. On the following screen, make the following entries:PlantPlant sectionPersResponsibleTelephone

1000010Ellen Smith069-12345678

1000KMAGeorge Jones069-23456789

1000LAGBetty Brown069-34567890

1000MISHenry Miller069-45678901

1000ROHLinda Yates069-56789012

4. Choose Save.ResultPlant sections are defined.

Define Planner GroupsUseThe purpose of this activity is to define planner groups or maintenance planning groups separately for each planning plant.Procedure1. Access the activity using one of the following navigation options:IMG MenuPlant Maintenance and Customer Service Master Data in Plant Maintenance and Customer Service Technical Objects General Date Define Planner Groups

Transaction CodeSPRO

2. Choose New entries.3. On the following screen, make the following entries:PlPlPGNameTelephone

1000010PM-Planner 010605138

1000100PM-Planner Elec.605139

1000200PM-Planner Mech.605140

4. Choose Save.ResultPlanner groups are defined.

Define Object Information KeysUseThe purpose of this activity is to 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 typesProcedure1. Access the activity using one of the following navigation options:IMG MenuPlant Maintenance and Customer Service Master Data in Plant Maintenance and Customer Service Technical Objects General Date Define Object Information Keys

Transaction CodeSPRO

2. Choose New entries.3. On the following screen, make the following entries:Field nameDescriptionUser action and valuesComment

Object infoYQ_PM0001

ObjectRadio button setReference for notification and class selection section

No days -365Info.system time frame and threshold values section

NotifsCreated5Info.system time frame and threshold values section

Orders created5Info.system time frame and threshold values section

SelComplNotifsNotifications selection and automatic display section

Sel.days -365Notifications selection and automatic display section

NoneRadio button setContract automatic display section

4. Choose Save.ResultThe object information key was created.

Create Structure Indicator for Reference Functional LocationsUseThe purpose of this activity is to create the structure indicator, which determines the edit mask and the number of the hierarchy levels when you create functional location structures.Procedure1. Access the activity using one of the following navigation options:IMG MenuPlant Maintenance and Customer Service Master Data in Plant Maintenance and Customer Service Technical Objects Functional Locations Create Structure Indicator for Reference Locations/Functional Locations

Transaction CodeSPRO

2. Choose New entries.3. On the following screen, make the following entries:Field nameDescriptionUser action and valuesComment

Str.IndYQCH

StructIndTextStructure Indicator CH

Edit maskXXXX-XXX/XXXX/XXXX/X/XXXXXX-X

HierLevel 1 2 3 4 5 6 7

4. Choose Save.ResultThe structure indicator is created.

Define Business Views for Equipment CategoriesUseThe purpose of this activity is to automatically maintain the assigned data fields and screens if you activate the serial data view.Procedure1. Access the activity using one of the following navigation options:IMG MenuPlant 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 CodeSPRO

2. Choose Change.3. Select the appropriate row.4. On the following screen, make the following entries:Field nameDescriptionUser action and valuesComment

CatQ

Serialization date

5. Choose Save.ResultAdditional business views for equipment categories are defined.

Define Material GroupsUseThe purpose of this activity is to define material groups.Procedure1. Access the activity using one of the following navigation options:IMG MenuLogistics General Material Master Settings for Key Fields Define Material Groups

Transaction CodeOMSF

2. On the Change View Material Group: Overview screen choose New entries.3. On the New Entries: Overview of Added Entries screen, make the following entries:Field nameDescriptionUser action and valuesComment

Matl GroupYQPM01

Material Group Desc.Spare parts

Description 2 for material groupMaterial group for spare parts

Field nameDescriptionUser action and valuesComment

Matl GroupYQPM02

Material Group Desc.Spare parts services

Description 2 for material groupMaterial group for spare parts services

4. Choose Save.ResultMaterial groups were defined.

Create Default Value Profiles for External ProcurementUseIn this step, you 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- or service orders. In each profile, you can store a default value for the following values: Cost element account Purchasing organization Purchasing group Material groupDuring external processing, a distinction is made between the external procurement of materials and the allocation of complete order operations to vendors. Since both of these procurement processes require different data for purchasing, for example, different purchasing groups or different cost element accounts, you should also define different profiles for them. You should therefore define different profiles for: External processing or external assignment of complete order operations Procurement of materials (material profile)Procedure1. Access the activity using one of the following navigation options:IMG MenuPlant 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 CodeSPRO

2. Choose New entries.3. On the following screen, make the following entries:Field nameDescriptionUser action and valuesComment

ExternProfileYQCH001

ProfileExternal material

Cost element604500

Purchasing org.1000

Purch. group100

Material groupYQPM01

Field nameDescriptionUser action and valuesComment

ExternProfileYQCH002

ProfileProcured services

Cost element610500

Purchasing org.1000

Purch. group001

Material groupYQPM02

4. Choose Save.ResultThe profiles for external procurement of services and materials are defined.

Maintain Settlement ProfilesUseIn the settlement profile, you define a range of control parameters for settlement. You must define the settlement profile before you can enter a settlement rule for a sender.If you want to settle the costs each time to just one cost center or just one G/L account, you need a settlement profile. As you cannot maintain the settlement parameters during settlement to a receiver, you must save the settlement profile either in the order type or in the model order or reference order.The settlement profile includes, among other things, the retention period for the settlement documents. You should bear in mind the following when you determine the retention period.The settlement documents take up additional storage capacity. When a posting period is finally locked against further postings in Financial Accounting and Controlling, you can clear the settlement documents. However, you should build in a safety margin, as you will need the settlement documents if you have to cancel any settlements or repeat the period end close.Procedure1. Access the activity using one of the following navigation options:IMG MenuPlant Maintenance and Customer Service Maintenance and Service Processing Basic Settings General Order Settlement Maintain Settlement Profiles

Transaction CodeSPRO

2. Choose New entries.3. On the following screen, make the following entries:Field nameDescriptionUser action and valuesComment

Settlement ProfileYQM001

TextCH Maintenance order

Cost element610000

Purchasing org.1000

4. Choose Save.

Maintain Allocation StructureUseDuring settlement, costs incurred under the primary and secondary cost elements by a sender are allocated to one or more receivers. When you settle by cost element, you settle using the appropriate original cost element.An allocation structure comprises one or several settlement assignments. An assignment shows which costs (origin: cost element groups from debit cost elements) are to be settled to which receiver type (for example, cost center, order, and so on). You have two alternatives in settlement assignment: You assign the debit cost element groups to a settlement cost element. You settle by cost element - that is, the debit cost element is the settlement cost element.This is a good idea, for example, if the required capital spending for an asset you are building yourself is to be monitored. These costs are settled by cost element to an inventory account in Asset Accounting at the end of the year, or when the measure is complete.Each allocation structure must fulfill the following criteria: CompletenessAn allocation structure is assigned to each object to be settled. All cost elements in which costs are incurred, must be represented in the appropriate allocation structure. UniquenessEach cost element in which costs are incurred may only appear once in an allocation structure. Only one settlement cost element may be assigned to a source within a particular allocation structure.If you require additional debit- or settlement cost elements, you can create these using the function Maintain Settlement Cost Elements.Procedure1. Access the activity using one of the following navigation options:IMG MenuPlant Maintenance and Customer Service Maintenance and Service Processing Basic Settings General Order Settlement Maintain Allocation structure

Transaction CodeSPRO

2. Choose New entries.3. On the following screen, make the following entries:Field nameDescriptionUser action and valuesComment

Settlement ProfileYQ

TextCH Alloc.Struc. Plant Mainten.

4. Choose Save.ResultAllocation structure was maintained.

Assign Allocation Structure to Settlement ProfilesUseDuring settlement, costs incurred under the primary and secondary cost elements by a sender, are allocated to one or more receivers. When you settle by cost element, you settle using the appropriate original cost element.An allocation structure comprises one or several settlement assignments.Procedure1. Access the activity using one of the following navigation options:IMG MenuPlant Maintenance and Customer Service Maintenance and Service Processing Basic Settings General Order Settlement Maintain Settlement Profile

Transaction CodeSPRO

2. Choose New entries.3. On the following screen, make the following entries:Field nameDescriptionUser action and valuesComment

Settlement ProfileYQM001

Allocation structureYQ

4. Choose Save.ResultThe allocation profile is assigned to the settlement profile.

Maintain Value CategoriesUseThe purpose of this activity is to maintain value categories. Value categories are intervals for cost elements. These are required to update the: Plant Maintenance Information System Customer Service Information SystemProcedure1. Access the activity using one of the following navigation options:IMG MenuPlant Maintenance and Customer Service Maintenance and Service Processing Basic Settings Settings for Display of Costs Maintain Value Categories

Transaction CodeSPRO

2. Enter User Component PM.3. Enter Controlling Area 1000.4. Choose New entries.5. On the following screen, make the following entries:Val.cat.TextCosts

YQ_PM01PM: Internal material

YQ_PM02PM: Services

YQ_PM03PM: External material

YQ_PM04PM: Internal employees

6. Choose Save.ResultValue categories are maintained.

Assign Cost Elements to Value CategoriesUseThe purpose of this activity is to define a cost element, a cost element interval or a cost element group as a value category.Procedure1. Access the activity using one of the following navigation options:IMG MenuPlant Maintenance and Customer Service Maintenance and Service Processing Basic Settings Settings for Display of Costs Assign Cost Elements to Value Categories

Transaction CodeSPRO

2. Enter Controlling Area 1000.3. Choose New entries.4. On the following screen, make the following entries:Val.cat.Seq.nr.From cost elementTo cost element

YQ_PM01010604500

YQ_PM02010610500

YQ_PM03610000

YQ_PM04616100

5. Choose Save.ResultCost elements are assigned to value categories.