Sap Pm End User Manual Preventive Maintenance

TRF/EPM/1.0

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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/

%& Doc Version

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Description

Prepared by

Date

Original

Palani Dorai

18.12.2009

Reviewed by

Approved by

Project: MISSION SURE

Introduction Enterprise Plant Maintenance process in TRF has the following business processes. $

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$ Preventive Maintenance process Equipment Calibration processes

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Unplanned / Breakdown Maintenance processes

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External services processes

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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

TRF/EPM/1.0 Page 2 of 50

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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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icon in the top left side corner of the

Press or click on the check mark Screen, the following screen will appear


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Click this icon

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.


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Check mark this radio button

Check mark the Equip task list, and click on the execute

button,

The following screen appears. .


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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)

push button, the following screen

a) In the above screen click on the 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 positioned at the bottom of the screen, the following screen appears.

push button which is

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

SAP Easy

icon to save the screen, and return back to the Home Access screen.

End of document on T-code IA02


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Screen or


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 or click on the check mark Screen, the following screen will appear

Click on this drop down icon

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 TRF/EPM/1.0 Page 15 of 50

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Select a maintenance plan, we have selected for our example MntPlan = 2, refer screen below,

And click the check mark Plan field.

icon, the value selected will populate on the Maintenance


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Click on the check mark appears.

icon at the top left corner of the screen, the following screen

This screen gives the information about the details of the Task list assigned for that equipment, 1003


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Note down the details of the task list assigned

tab in the above screen (refer screen

Click on the below also)

The following screen appears

The value of the scheduling period is entered as 365 or 730

Click the save or SAP Easy

button to save the screen, and return back to the Access screen. End of document on T-code IP02


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Home Screen


3. Scheduling of Maintenance Plan - Transaction code IP30 Procedural Steps

Purpose •

Scheduling for Maintenance Plans > Deadline Monitoring


Navigation: SAP Easy Access > Logistics > Plant maintenance > Preventive Maintenance > Maintenance Planning > Scheduling for Maintenance Plans > IP30 (Deadline Monitoring)


Or go as per the navigation shown below and click IP30 – Deadline Monitoring


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Press or click on the check mark


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 )


Navigation: SAP Easy Access > Logistics > Plant maintenance > Preventive Maintenance > Maintenance Planning > Scheduling for Maintenance Plans > Scheduling Overview > IP24 (List Display)


Or go as per the navigation shown below and click IP24 – Scheduling Overview


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Press or click on the check mark 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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Key-in the order Number in the

Order field,

in our example the

be keyed-in is 4300040 (refer screen below)

Click the check mark

icon, the following screen appears. TRF/EPM/1.0 Page 26 of 50

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order number to


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

Return back to the Home

icon

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


Navigation: SAP Easy Access > Logistics > Plant maintenance > Maintenance Processing > Order > IW31 (Create - General)




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In that screen using drop down list, select the following Order Type

-

PM03

As shown in the screen below


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icon appears at the end of the field, Click on the Equipment field, The drop down and click on this drop down icon, the drop down list appears..

Select equipment 10000040, in the above screen, and click the check mark data will get populated in the equipment field.. The following screen appears.


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icon. The


Click on the check mark

icon, the following screen appears.


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tab

In the above screen, on the Header

key-in the following data:

1)

2) 3)

as

as 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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icon appears at the end of the field, and Click on the component field, a drop down 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

icon of the pop up window, the following screen appears, in Click on the check mark 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 TRF/EPM/1.0 Page 36 of 50

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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 window appears


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icon. The following pop up

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In the above pop up window, change the Purchasing group details as 1000, as shown below.

icon, the following screen appears, showing the details of the Click on the check mark 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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Project: MISSION SURE 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.

icon, and then click on the save icon Click on the release 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


Screen or SAP Easy Access screen.

End of document on T-code Iw31


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7. Order Confirmation - Transaction code IW44 Procedural Steps

Purpose •

To Confirm the Order


Navigation: SAP Easy Access > Logistics > Plant maintenance > Maintenance Processing > Complete Confirmation > Entry > Collective Time confirmation > IW44 (without Selection)


Or go as per the navigation shown below and click IW44- Order Confirmation


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Key-in the order Number in this field

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Key-in t he operation number in this field

Check mark this field

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Check mark this Final Confirmation Field

Click the check mark

icon for any errors, and then press the save

icon to save the

document.


Screen or SAP Easy Access screen.

End of document of T-code IW44


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8. Technical Completion - Transaction code IW32 Procedural Steps

Purpose •

To complete the order


Navigation: SAP Easy Access > Logistics > Plant maintenance > Maintenance Processing > Order > IW32




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Press or click on the check mark 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 Click the check mark

push button.

icon for any errors, and then press the save

document. End of document of T-code IW32

End of Training Manual on Preventive Maintenance process, Document No: TRF/EPM/1.0 !!" #$!!


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Sap Pm End User Manual Preventive Maintenance

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