sap pm end user manual preventive maintenance
DESCRIPTION
Sap Pm End User Manual Preventive MaintenanceTRANSCRIPT
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End User Training Manual
for
SAP PM – Plant Maintenance
Process Name: Preventive Maintenance
Process No: TRF/EPM/1.0
Control Copy No: TRF/EPM/1.0/
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Doc Version Description Prepared by Date Reviewed by Approved by 00 Original Palani Dorai 18.12.2009
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Introduction
Enterprise Plant Maintenance process in TRF has the following business processes.
��$� �$ ���� ���(������������ �$ �������� �� �
�� ������������ Preventive Maintenance process �� �� � �������� ��� Equipment Calibration processes �� ��
!� ��������!��� Unplanned / Breakdown Maintenance processes �� ��
"� ��������"��� External services processes �� ��
#� ��������#��� Reconditioning / Shutdown processes.
For each of the above processes, there are separate End User Training Manuals are available
This document covers sl. No. 1. Of the above list, that is Preventive Maintenance process.
This End User Training manual on Preventive Maintenance Process consists of the
following sequence of sub-processes
1. Task List availability check - Transaction code IA02
2. Maintenance Plan - Transaction code IP02
3. Scheduling of Maintenance Plan - Transaction code IP30
4. Scheduling overview - Transaction code IP24
5. Order details - Transaction code IW32
6. Assigning Stock, Non-Stock, BOM and External Services to the
order - Transaction code IW31
7. Order Confirmation - Transaction code IW44
8. Technical Completion - Transaction code IW32
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1. Task List availability check - Transaction code IA02
Procedural Steps
Purpose
• Checking the availability of Task List in the system
Transaction Code IA02
Navigation: SAP Easy Access > Logistics > Plant maintenance > Preventive Maintenance > Work Scheduling > Task Lists > For Equipment > IA02 (Change)
Procedure
Enter the Transaction code IA02 in the command field as shown in the screen below
Or go as per the navigation shown below and click IA02 - Change
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Press <Enter> or click on the check mark icon in the top left side corner of the Screen, the following screen will appear
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In the above screen, click on the drop down icon at the end of the Equipment field, and click on this drop down icon the following screen appears.
Click this icon
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Check mark the Equip task list, and click on the execute button, The following screen appears. .
Check mark this radio button
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In the above screen, for example, let us select the row having the Task list description as Task list for CL-16
And click the check mark icon to get the equipment no to populate on the Equipment field. (Refer screen shown below). It has populated equipment number 1003
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In the above screen, key-in the date. (otherwise it will take system date)
a) In the above screen click on the push button, the following screen appears.
The end user need not enter any data, the required values are populated in their respective fields as shown in the screen below.
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b) In the above screen click on the Operation push button, the following screen appears, displaying all the mechanical and Electrical operations that are created for maintenance purpose for this Equipment 1003.
All the required values are populated in their respective fields on shown in the screen below
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In the above screen, Click on the maintenance pack push button which is positioned at the bottom of the screen, the following screen appears. In this screen we are planning for the monthly, quarterly or yearly maintenance by check marking the check boxes in the IM or 3M or IY fields as required for all the required operations of the equipment 1003. (Refer Screen below)
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Click the save icon to save the screen, and return back to the Home Screen or SAP Easy Access screen.
End of document on T-code IA02
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2. Maintenance Plan - Transaction code IP02
Procedural Steps
Purpose • Maintenance Plan
Transaction Code IP02
Navigation: SAP Easy Access > Logistics > Plant maintenance > Preventive Maintenance > Maintenance Planning > Maintenance Plans > IP02 (Change)
Procedure
Enter the Transaction code IP02 in the command field as shown in the screen below
Or go as per the navigation shown below and click IP02 - Change
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Press <Enter> or click on the check mark icon in the top left side corner of the Screen, the following screen will appear
Click on the drop down icon of the Maintenance Plan field (as shown in the above screen), the following screen appears.
Click on the execute button, the following screen appears
Click on this drop down icon
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Select a maintenance plan, we have selected for our example MntPlan = 2, refer screen below,
And click the check mark icon, the value selected will populate on the Maintenance Plan field.
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Click on the check mark icon at the top left corner of the screen, the following screen appears.
This screen gives the information about the details of the Task list assigned for that equipment, 1003
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Click on the tab in the above screen (refer screen below also)
The following screen appears
The value of the scheduling period is entered as 365 or 730
Click the save button to save the screen, and return back to the Home Screen or SAP Easy Access screen.
End of document on T-code IP02
Note down the details of the task list assigned
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3. Scheduling of Maintenance Plan - Transaction code IP30
Procedural Steps
Purpose
• Scheduling for Maintenance Plans > Deadline Monitoring
Transaction Code IP30
Navigation: SAP Easy Access > Logistics > Plant maintenance > Preventive Maintenance > Maintenance Planning > Scheduling for Maintenance Plans > IP30 (Deadline Monitoring)
Procedure Enter the Transaction code IP30 in the command field as shown in the screen below
Or go as per the navigation shown below and click IP30 – Deadline Monitoring
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Press <Enter> or click on the check mark icon in the top left side corner of the Screen, the following screen will appear Key-in the data (in our example, Maintenance Plan = 2) in the Maintenance Plan field (refer screen below)
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Click the execute button to generate the maintenance plan, and look for the message stating “Maintenance plan 2 scheduled” in the status line at the bottom of the screen, And also the report as shown below
The above screen shows that the schedule is created for equipment 1003. Return back to the Home Screen or SAP Easy Access screen.
End of document on T-code IP30
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4. Scheduling overview - Transaction code IP24
Procedural Steps
Purpose
• Creation of Scheduling overview ( List display )
Transaction Code IP24
Navigation: SAP Easy Access > Logistics > Plant maintenance > Preventive Maintenance > Maintenance Planning > Scheduling for Maintenance Plans > Scheduling Overview > IP24 (List Display)
Procedure
Enter the Transaction code IP24 in the command field as shown in the screen below
Or go as per the navigation shown below and click IP24 – Scheduling Overview
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Press <Enter> or click on the check mark icon in the top left side corner of the Screen, the following screen will appears.
In that screen Key-in the data (in our example, Maintenance Plan = 2) in the Maintenance Plan field (refer screen below)
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Click the execute button, the following screen appears, displaying the order no.
Note down the Order No. i.e. 4300040. This order number, we would be using this order no in further screens. Return back to the Home Screen or SAP Easy Access screen.
End of document of T-code IP24
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5. Order details - Transaction code IW32
Procedural Steps
Purpose
• To change the details of the order, if required
Transaction Code IW32
Navigation: SAP Easy Access > Logistics > Plant maintenance > Maintenance Processing > Order > IW32 (Change)
Procedure
Enter the Transaction code IW32 in the command field as shown in the screen below
Or go as per the navigation shown below and click IW32 – Change Order
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Press <Enter> or click on the check mark icon in the top left side corner of the Screen, the following screen will appears. Key-in the order Number in the Order field, in our example the order number to be keyed-in is 4300040 (refer screen below)
Click the check mark icon, the following screen appears.
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In the above screen, click on the components tab, and create the material required for operation 0100. Key-in data in to the following fields: Item (operation No) - Key-in the Operation no Components – click on this field, a drop down icon appears, click on the drop down icon to get the drop down list, from which select a material.
Requirement Qty - Enter the required qty. Click the check mark icon to get all other details populated in other fields. The screen will look as below.
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Click on the release icon, and then click on the save icon Return back to the Home Screen or SAP Easy Access screen.
End of document of T-code IW32
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6. Assigning Stock, Non-Stock, BOM and External Services to the
Order - Transaction code IW31
Procedural Steps
Purpose
• To create or assign material to the order - a stock item, a non-stock item, from a
BOM and External Services
Transaction Code IW31
Navigation: SAP Easy Access > Logistics > Plant maintenance > Maintenance Processing > Order > IW31 (Create - General)
Procedure Enter the Transaction code IW31 in the command field as shown in the screen below
Or go as per the navigation shown below and click IW31 – Change Order
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Press <Enter> or click on the check mark icon in the top left side corner of the Screen, the following screen will appears. In that screen using drop down list, select the following
Order Type - PM03 As shown in the screen below
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Click on the Equipment field, The drop down icon appears at the end of the field, and click on this drop down icon, the drop down list appears..
Select equipment 10000040, in the above screen, and click the check mark icon. The data will get populated in the equipment field.. The following screen appears.
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Click on the check mark icon, the following screen appears.
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In the above screen, on the Header tab key-in the following data:
1) as
2) as
3) as �
4)
as �
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Click the operation tab, the following screen appears
Component selection – Stock Item
Click on the component tab, the following screen appears.
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Click on the component field, a drop down icon appears at the end of the field, and click this drop down icon to get the following pop up window, and in that pop up window enter the material type as ERSA (spare parts) in that screen
Click on the check mark icon of the pop up window, the following screen appears, in that screen select the material number 4000000313 (as shown in screen below)
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Double click on the selected material; it will get populated on the screen. Enter a quantity,
and Click the check mark icon to get all the details of the material to populate on the required field of the screen. (refer screen below)
Note: the above is a Stock Item material. The system has populated in the Item category
fiels as L (stock items),
field , since it is a stock item, it has reserved the item. Compenent selection – a Non-stock Material
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In the similar way, the get the drop down list as shown below, and let us select a non stock material no 4000000241
Double click on the selected item, it will get populated on the screen, and also a pop up window appears to key-in the Required qty of this material.
Key-in the Required Qty as 2, and click the check mark icon. The following pop up window appears
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In the above pop up window, change the Purchasing group details as 1000, as shown below.
Click on the check mark icon, the following screen appears, showing the details of the non-stock item(refer screen below)
Since this is a non-stock item, a PR is to be raised for this material, and hence under Procurement Type the remark as PReq for Order. Component selection – through BOM
Click on the List push button, the following screen appears.
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Select 4000002085 as shown in the screen below
The following screen appears.
Component - To attach a External Service
Click on the Operations Tab, change the Control key to PM03, and select or enter the operation description (refer screen(s) below)
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Select that line, as shown below
And from the push buttons (shown below)
Click on the External push button, the following screen appears.
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In the above screen enter the following details Short Text, Quantity
Unit and Gross Price. Cost Element
Change the purchasing group, if required. After keying-in of the above data, the screen will look as shown below.
Click on the release icon, and then click on the save icon to Save the record, the system will return back to the following screen.
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From the above screen, Look for the message at the status line as “Order saved with number 4300058” and Note down the Order no, which is required while drawing the material from the Stores. The system will return back to the following screen
Return back to the Home Screen or SAP Easy Access screen.
End of document on T-code Iw31
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Page 43 of 50
7. Order Confirmation - Transaction code IW44
Procedural Steps
Purpose
• To Confirm the Order
Transaction Code IW44
Navigation: SAP Easy Access > Logistics > Plant maintenance > Maintenance Processing > Complete Confirmation > Entry > Collective Time confirmation > IW44 (without Selection)
Procedure
Enter the Transaction code IW44 in the command field as shown in the screen below
Or go as per the navigation shown below and click IW44- Order Confirmation
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Press <Enter> or click on the check mark icon in the top left side corner of the Screen, the following screen will appears.
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Page 45 of 50
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Key-in the order Number in this field Key-in t he operation
number in this field Check mark this field
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Page 46 of 50
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Click the check mark icon for any errors, and then press the save icon to save the
document.
Return back to the Home Screen or SAP Easy Access screen.
End of document of T-code IW44
Check mark this Final Confirmation Field
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8. Technical Completion - Transaction code IW32
Procedural Steps
Purpose
• To complete the order
Transaction Code IW32
Navigation: SAP Easy Access > Logistics > Plant maintenance > Maintenance Processing > Order > IW32
Procedure
Enter the Transaction code IW32 in the command field as shown in the screen below
Or go as per the navigation shown below and click IW32 – Change Order
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Press <Enter> or click on the check mark icon in the top left side corner of the Screen, the following screen will appears. Key-in the order number in the order field.
Click on the check mark icon to get the following screen
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Click on the Technical completion push button.
Click the check mark icon for any errors, and then press the save icon to save the
document.
End of document of T-code IW32
End of Training Manual on Preventive Maintenance process, Document No: �������������� � ����TRF/EPM/1.0� !!"��#$!!