User Manual: (BSNL - PM - UM - 01 - Preventive - Maintenance - V2.0

User Manual
Preventive Maintenance Process

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Contents
Overview.....................................................................................................................................................3
Create Single Cycle Plan.........................................................................................................................5
Create Strategy Plan..............................................................................................................................13
Create Maintenance Strategy................................................................................................................13
Maintain Packages.................................................................................................................................14
Create Strategy Plan..........................................................................................................................15
Schedule Maintenance Plan..................................................................................................................21
Deadline Monitoring..............................................................................................................................24
Display list of Equipment for which Scheduled Maintenance is Due.....................................................25
List of Call Objects.................................................................................................................................26
Process Notification...............................................................................................................................27
Create Maintenance order from Notification........................................................................................31
Material Planning Against Maintenance Order..................................................................................37
Material Issue against Reservation....................................................................................................49
Display material Document................................................................................................................52
Maintenance Order Confirmation......................................................................................................55
Complete Maintenance Order (TECO)...............................................................................................58
Complete Notification........................................................................................................................63
Maintenance Order Settlement.........................................................................................................70
Business Completion of Maintenance Order.....................................................................................70
Report for the Equipment for scheduled maintenance have not been done within the schedule.....71
Overview
Business Process Description Overview
Preventive Maintenance is used to avoid system breakdowns or the breakdown of other
objects, which - in addition to the repair costs - often result in much higher costs
subsequently owing to production breakdown.
There are many benefits in using preventive maintenance within your company. It is the
generic term for inspections, preventive maintenance and planned repairs, for which the
time and scope of the work can be planned in advance.
You can use maintenance plans to describe dates and the extent of preventive and
inspection maintenance tasks which can be planned for technical objects. You can
ensure that your technical objects are always maintained on time and in this way,
ensure that they function optimally.
Integration
The Maintenance Planning component is integrated with the following components and
sub-components of the SAP System:
Plant Maintenance application component
· Maintenance task lists
· Maintenance orders
· Maintenance notifications
Materials Management application component
· Service procurement
· Service entry sheets
Quality Management application component
· Inspection characteristics
· Inspection lots
Generation of Maintenance Call Objects
The system generates maintenance call objects during the scheduling process. The
following maintenance call objects are available in the overview:
For rough planning of tasks
PM notification
For detailed planning of tasks
PM order
For detailed planning of tasks and history for the damage processed in the notification:
Maintenance notification and maintenance order
For Quality Management using the link to QM inspection characteristics:
Inspection lots
Purpose
Use this procedure to create Preventive Maintenance Plan
1. Single Cycle Plan
2. Strategy Plan
3. Multiple Counter plan
Trigger
Perform this procedure when there is a need for scheduled maintenance for the
technical objects.
Prerequisites
Technical Object (Functional Location / Equipment)

Maintenance Strategy (for Strategy Plan)
Task list
Order type / Notification type
Helpful Hints
For scheduled maintenance at a single frequency; create Single Cycle Plan. For
example: maintenance at 3Month only.
For scheduled maintenance at more than one frequency; create Strategy plan. For
example: maintenance at 1Month, 3Month, 6Month, 1 Year etc.
For scheduled maintenance with a combination of time-based and counter-based
maintenance; create multiple counter plans for example maintenance at 1Month and/or
200 running hours
Create Single Cycle Plan
SAP Menu SAP Menu---Logistics---Plant Maintenance---Preventive Maintenance---

Maintenance Planning---Maintenance Plans---Create---Single Cycle Plan
T Code Type IP41 in Command Field and press
User Menu Select corresponding Node for IP41 / Single Cycle Plan
Click on Select the Desired Maintenance

Plan Category from the List
Click on Enter Button
Click on to select task list / Gen. Task list
Click on or press F8 key on the keyboard
After execution you will find the list of task lists as below
From the above list first select the suitable Task list and click on enter button or Double
click on the suitable task list system will automatically update the task list
Once the task list was selected, System will prompt a message at
the bottom left of the screen as “A task list was selected”
Click on the “Maintenance plan scheduling parameters” tab and maintain the relevant data
Click on the “Maintenance plan additional data” tab and maintain the relevant data
Maintain the sort field
Click on to save the created single cycle plan
System will prompt for a message at the bottom left like
“Maintenance plan XXXXXXXXXXXXXXXX created”
The plan number will be system generated internal number
Create Strategy Plan
Create Maintenance Strategy
Maintenance Planning---Maintenance Strategies---Change
User Menu Select corresponding Node for IP11 / Change
Click on
Maintain Packages
Double Click on Packages Folder
Click on New Entries
Click on Save
Create Strategy Plan

Maintenance Planning---Maintenance Plans---Create---Strategy Plan
User Menu Select corresponding Node for IP42 / Change
Click on to get the list of possible (Strategies) entries

to select the suitable plan
Double click on the suitable strategy it will copied in the Field of Strategy
Click on Continue (Enter)
Click on “Maintenance Plan Scheduling Parameters” Tab and maintain the relevant data
Click on “Maintenance Plan Additional data” Tab and maintain the relevant data
Select the relevant sort field
Click on Save
System will prompt a message as “Maintenance plan XXXXXXXXXXXX created”
Schedule Maintenance Plan
Maintenance Planning---Scheduling for Maintenance plans---Schedule
User Menu Select corresponding Node for IP10 / Single Cycle Plan
Input the Maintenance plan number and click on enter key
Click on Start Button to schedule the

maintenance plan
Enter the cycle start date
and press enter
Click on Continue (Enter)
Click on Save
System will prompt a message that “Maintenance plan XXXXXXX
scheduled”
Deadline Monitoring
Maintenance Planning---Scheduling for Maintenance plans---Deadline
Monitoring
User Menu Select corresponding Node for IP30 / Deadline Monitoring
Input the Maintenance plan number and

enter the number of interval days for Call
objects and click on Execute
Display list of Equipment for which Scheduled Maintenance is Due

Maintenance Planning---Scheduling for Maintenance plans---Scheduling
Overview---List Display
User Menu Select corresponding Node for IP24 / List Display
List of Call Objects
Maintenance Planning---Scheduling for Maintenance plans---Scheduling
Overview---List Display
User Menu Select corresponding Node for IP24 / List Display
Input the Maintenance Plan Number and Notification type and
Click on Execute
Process Notification
SAP Menu SAP Menu---Logistics---Plant Maintenance---Maintenance Processing---

Notification---Change
T Code Type IW22 in Command Field and press
User Menu Select corresponding Node for IW22 / Change
Input the Notification number and click on Enter
In the above screen the system status is OSNO (Out standing Notification) to change the status from
OSNO to NOPR (Notification in Process) click on Release (Green Flag)
Click on Save
System will prompt a message as “Notification XXXXXXXXXX Saved”
After the above step Decide on the requirement of Maintenance order, based on
material to be consumed from stores or need based services to be used.
Follow the below steps to Create the Maintenance order from Notification and for further
processing.
Create Maintenance order from Notification

Input the Notification Number and click on Enter
Click on Icon to create the order
System will prompt for a pop-up window as below
Check all the details and click on Continue
System will prompt for another pop-up window as below
Check the parameters and click on continue
Click on Save
System will prompt a message as “Order XXXXXXXXXXX saved with notification XXXXXXXXXXXX”
Maintenance Order of Order Type “BM01” created and linked to the Notification.
Status of Notification will be updated to “ORAS” (Order Assigned)
Material Planning Against Maintenance Order

Notification---Change or SAP Menu---Logistics---Plant Maintenance---
Maintenance Processing---Order---Change
T Code Type IW22 / IW32 in Command Field and press
User Menu Select corresponding Node for IW22 / Change or IW32 / Change
From T code IW22
Input the Notification number and click on continue
Click on change Icon
From T code IW32
Input the order number and click on continue
Click on “Components”
Tab
Click on Structure list System will prompt pop-up window
Enter the Operation number and click on continue
You will get the Materials (As per equipment BOM)list.
Double click on the Item which you want to input, the selected material will be updated in the
“Components” Tab against Item number “0010” as below
If you want to see the reservation number double click on “0010”
If you want to assign the components other than from the BOM, Place the cursor in “Component” filed
and click on or press F4 key (Possible entries) on the keyboard, system will prompt a pop-up window
as below
Input the Plant and click on continue
You will get the list of all the materials which are available in the plant 5303
Choose the right material and double click on it, the system will automatically update this material as
below
Press Enter key on the keyboard system will prompt pop-up window
Give the required operation number against which this component is
required to complete the operation and click on continue
Input the required qty
Now Release the order by clicking on the Green Flag
System will prompt a message as Order XXXXXXXX will be released after update
Click on Save
Material Issue against Reservation
SAP Menu SAP Menu---Logistics---Materials Management---Inventory Management---

Goods Movement---Goods Movement
T Code Type MIGO in Command Field and press
User Menu Select corresponding Node for MIGO / Goods Movement
Select the Goods Issue from the drop down, Input

the Reservation number generated in the
maintenance order and click on Execute Button
Click on Line item 1 and input the storage location from which you want to issue the material and select
Item Ok
Same as above select the Line item 2 and input the storage location and click on Item Ok
Note: If you want to know in which storage location the material is stored click on
After all the input Click on Check
You will find the green traffic lights if the input data is correct and then click on Post
System will prompt a message as “Document XXXXXXXX posted”
Display material Document
SAP Menu SAP Menu---Logistics---Materials Management---Inventory Management---
Goods Movement---Goods Movement
T Code Type MIGO in Command Field and press
User Menu Select corresponding Node for MIGO / Goods Movement
Select “display” from dropdown, Select “Material Document” from drop
down and Input the Document number and Execute
Click on Doc.Ino Tab and then click on
System will prompt a pop-up window as below
Double Click on the document in

which you are interested
For Example if you double click on the “Accounting Document” screen appears as below
Maintenance Order Confirmation

Completion Confirmation---Entry---Individual Time Confirmation
User Menu Select corresponding Node for IW41 / Individual Time Confirmation
Input the Order number which you want to confirm and click on continue or
press the enter key on keyboard
Below screen you will get the list of operation which are yet to be confirmed
Double click on the operation system will prompt for pop-up screen as below
Enter all the details like Work Centre, Personnel number, Actual work, Actual duration, Work starts on,
Work Ends on, Reason, and Confirmation Text
After all the details are maintained click on
System prompts a message as “Number of confirmations saved for order
XXXXXXXXXXXXXXXXXXX
Order status “CNF” is updated
To see the status go to order change (IW32) mode and input the order number and click on continue
Complete Maintenance Order (TECO)

Order---Change
Input the Order number and click on continue
Click on “Complete (Technically)”
System will prompt pop-up window as below
Deselect by clicking on
Click on “Damage” Tab
Select the Cause code from possible
entries (F4)
Click on continue
System will prompt a message as “Order XXXXXXXXXXXX saved with notification
XXXXXXXXXXXXX
Now again to order change mode through T code IW32
The entire screen will be grayed out (no input is possible) and system will update the status with “TECO”
You can go to the

notification change mode
from here also
With above status the Maintenance order is completed.
Complete Notification
User Menu Select corresponding Node for IW22 / Notification Change
Input the notification Number and click on Continue
Click on “Catalog Data” Tab
Input the Details and click on “Causes” Tab
Input the Details and click on “Activities” Tab
Input the details and click on “Notification” Tab
Click on Maintenance notification
System will prompt a warning message at the bottom left of the above screen as below
Check the dates and press the “Enter Key” on the keyboard to ignore the above warning message
System will prompt a pop-up window and a message at the bottom left of the screen
Click on
System will prompt a message as “Notification XXXXXXXXXX completed”
and system will update the status as “NOCO” for this notification
To see the “NOCO” status access the Notification change mode screen through T code IW22
With the above the notification is completed
Maintenance Order Settlement
At the month end, finance department will open the orders which are technically completed and
Settle them, after the settlement the actual cost of the order will be transferred to the cost centre,
And actual cost of the order will become zero. After this activity the order will be Business
Completed
Business Completion of Maintenance Order

Order---Change
User Menu Select corresponding Node for IW32 / Order Change
Click on “Order”
Report for the Equipment for scheduled maintenance have not been done
within the schedule
Notification---List Editing---Display
User Menu Select corresponding Node for IW29 / Display

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User Manual

Preventive Maintenance Process

Create Single Cycle Plan.........................................................................................................................5

Create Strategy Plan..............................................................................................................................13

Create Maintenance Strategy................................................................................................................13

Create Strategy Plan..........................................................................................................................15

Schedule Maintenance Plan..................................................................................................................21

Display list of Equipment for which Scheduled Maintenance is Due.....................................................25

List of Call Objects.................................................................................................................................26

Create Maintenance order from Notification........................................................................................31

Material Planning Against Maintenance Order..................................................................................37

Material Issue against Reservation....................................................................................................49

Display material Document................................................................................................................52

Maintenance Order Confirmation......................................................................................................55

Complete Maintenance Order (TECO)...............................................................................................58

Maintenance Order Settlement.........................................................................................................70

Business Completion of Maintenance Order.....................................................................................70

Technical Object (Functional Location / Equipment)

SAP Menu SAP Menu---Logistics---Plant Maintenance---Preventive Maintenance---

T Code Type IP41 in Command Field and press

Click on Select the Desired Maintenance

Click on Enter Button

Maintain the sort field

Click on to save the created single cycle plan

The plan number will be system generated internal number

T Code Type IP11 in Command Field and press

User Menu Select corresponding Node for IP11 / Change

Click on New Entries

Create Strategy Plan

SAP Menu SAP Menu---Logistics---Plant Maintenance---Preventive Maintenance---

T Code Type IP42 in Command Field and press

User Menu Select corresponding Node for IP42 / Change

Click on to get the list of possible (Strategies) entries

Click on Continue (Enter)

Select the relevant sort field

T Code Type IP10 in Command Field and press

Input the Maintenance plan number and click on enter key

Click on Start Button to schedule the

T Code Type IP30 in Command Field and press

User Menu Select corresponding Node for IP30 / Deadline Monitoring

Input the Maintenance plan number and

objects and click on Execute

SAP Menu SAP Menu---Logistics---Plant Maintenance---Preventive Maintenance---

T Code Type IP24 in Command Field and press

User Menu Select corresponding Node for IP24 / List Display

T Code Type IP24 in Command Field and press

User Menu Select corresponding Node for IP24 / List Display

Input the Maintenance Plan Number and Notification type and

SAP Menu SAP Menu---Logistics---Plant Maintenance---Maintenance Processing---

T Code Type IW22 in Command Field and press

User Menu Select corresponding Node for IW22 / Change

Input the Notification number and click on Enter

OSNO to NOPR (Notification in Process) click on Release (Green Flag)

Create Maintenance order from Notification

SAP Menu SAP Menu---Logistics---Plant Maintenance---Maintenance Processing---

T Code Type IW22 in Command Field and press

User Menu Select corresponding Node for IW22 / Change

Input the Notification Number and click on Enter

System will prompt for a pop-up window as below