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CONFIGURATION
OF
SAP PM MODULE
PREPARED BY
(GROUP-6)
1) MAYURSINH DAYATAR (WCL-ERW MECH.MAINT)
2) RAVISINH RATHOD (WIL-ENGG ELECT.INS)
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1) GETTING INTO CONFIGURATION THE AREA OF SAP T-Code:-SPRO
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2. ENTERPRISE STRUCTURE (ORGANIZATION STRUCTURE)
2.1 CONTENTS:
Define Maintenance Planning plant Assign maintenance planning plant Define Location
Define Plant structure Define Planner group.
2.2 Define Maintenance planning plant
Menu path:-Display IMG >Enterprise structure>Definition>Plant Maintenance>Maintain Maintenance planning plant.
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2.3 Assign Maintenance planning plant to maintenance plant
Menu path:-Display IMG>Enterprise structure>assignment>Plant maintenance>Assign maintenance planning plant to maintenance plant.
Assigning planning plant
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2.4 Define Location
Menu path:-Display IMG>enterprise structure>Defination>Logistics general>define location>save>transport request.
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P01 & P02 PLANT LOCATION IS CREATED.
2.5 Define plant section
Menu path:-Display IMG>Plant maintenance & customers services>Master data in plant maintenance & customers services>Techanical object>General data>Define plant section.
Page 10 of 162 Click on new entry & create new section for plant
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Plant section forming, Entry & final is created
2.6 Define planner Groups
Menu path: -Display IMG>Plant maintenance & customers services>Master data in plant maintenance & customers services>Techanical object>General data>Define planner groups.
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3. Master data setting
3.1 Define user status(for master data)
Menu path:-Display IMG>Plant maintenance & customers services>Master data in plant maintenance & customers services>Basic setting>Define user status.
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Select the Equipment profile & add status of equipment
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3.2 Create authorization keys for user status authorization,
Menu path:-Display IMG>Plant maintenance & customers services>Master data in plant maintenance & customers services>Basic setting>Create Authorization keys for user status authorization.
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Click on new entry & create the authorization keys.
ERWM authorization key is generated then go to define user status & assign the authorization key ERWM for master data,
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Authorization key is assigned,
3.3 Define currency for maintenance statics currency
Menu path:-Display IMG>Plant maintenance & customers services>Master data in plant maintenance & customers services>Basic setting>Define currency for maintenance statics currency.
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3.4 Define permit category.
Menu path:-Display IMG>Plant maintenance & customers services>Master data in plant maintenance & customers services>Basic setting>permit>define permit category. Click on new entry and create permit category.
Permit category HOT work is created.
3.5Define measuring points category
Menu path:-Display IMG>Plant maintenance & customers services>Master data in plant maintenance & customers services>Basic setting>Measuring point counter & measuring documents>Define measuring point category.
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Click on new entry and create new measuring point category.
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3.6 create no of ranges for measuring point.
Menu path:-Display IMG>Plant maintenance & customers services>Master data in plant maintenance & customers services>Basic setting>Measuring point counter & measuring documents>Create no ranges for measuring point.
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Click on intervals & create no ranges
2200000-2210000 no ranges is created
3.7 create no of ranges for measuring Documents.
Menu path:-Display IMG>Plant maintenance & customers services>Master data in plant maintenance & customers services>Basic setting>Measuring point counter & measuring documents>Create no ranges for measuring documents.
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No ranges are created.
3.8Define field selection for measuring point & measuring Documents.
Menu path:-Display IMG>Plant maintenance & customers services>Master data in plant maintenance & customers services>Basic setting>Measuring point counter & measuring documents>Define field selection for measuring point & measuring Documents.
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Select the file as per requirement
In this DESCRIPTION field is mandatory required done.
3.9Define warranty types.
Menu path:-Display IMG>Plant maintenance & customers services>Master data in plant maintenance & customers services>Basic setting>warranties>define warranty types.
Page 25 of 162 Click on new entry & create new warrenty type.
Warranty type 7 is created.
3.10Define no of ranges for warranty types.
Menu path:-Display IMG>Plant maintenance & customers services>Master data in plant
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For enter new group go to Group menu>select insert.
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Assign no ranges menu path:-Select the not assigned (7)>click on element>tick on groups (no ranges for warranty type)>Element/group.
3.11 Define partner determination procedure.
Menu path:-Display IMG>Plant maintenance & customers services>Master data in plant maintenance & customers services>Basic setting>partners>Define partner determination procedure.
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3.12 Define object information keys.
Menu path:-Display IMG>Plant maintenance & customers services>Master data in plant maintenance & customers services>Basic setting>define object information key.
Click on new entry and create the object information key,
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3.13 Define types of technical object.
Menu path:-Display IMG>Plant maintenance & customers services>Master data in plant maintenance & customers services>Technical object>General data>Define types of technical object.
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Click on new entry to create new technical object.
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3.14 Define ABC indicator.
Menu path:-Display IMG>Plant maintenance & customers services>Master data in plant maintenance & customers services>Technical object>General data>Define ABC indicator.
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3.15 Define Authorize group for Techanical object .
Menu path:-Display IMG>Plant maintenance & customers services>Master data in plant maintenance & customers services>Technical object>General data>Define Authorize group for Techanical object.
Click on new entry and create the authorize group.
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3.16 Set view profile for Techanical object.
Menu path:-Display IMG>Plant maintenance & customers services>Master data in plant maintenance & customers services>Technical object>General data>Set view profile for Techanical object.
It is standard setting select the line item (screen group equipment data) & double click on Activity and layout view,
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3.17 Define object information keys.
Menu path:-Display IMG>Plant maintenance & customers services>Master data in plant maintenance & customers services>Technical object>General data>Define object information keys.
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New object ERWOBJT1 information key is generated.
3.18Create structure indicator for reference location/function location.
Menu path:-Display IMG>Plant maintenance & customers services>Master data in plant maintenance & customers services>Technical object>Function location>Create structure indicator for reference location/function location.
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Click on new entry for create new function location.
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3.19. Define category for function location.
Menu path:-Display IMG>Plant maintenance & customers services>Master data in plant maintenance & customers services>Technical object>Function location>Define category for function location.
Page 41 of 162 Click on new entry and creat function location catagory
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3.20. Define field selection for function location.
Menu path:-Display IMG>Plant maintenance & customers services>Master data in plant maintenance & customers services>Technical object>Function location>Define field selection for function location.
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3.21. Define Equipment category.
Menu path:-Display IMG>Plant maintenance & customers services>Master data in plant maintenance & customers services>Technical object>Equipment>Equipment
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Click on new entry and define a new equipment category
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3.22. Define additional business view for Equipment category.
Menu path:-Display IMG>Plant maintenance & customers services>Master data in plant
maintenance & customers services>Technical object>Equipment>Equipment categories>Define additional business view for Equipment category
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3.23. Define no ranges.
Menu path:-Display IMG>Plant maintenance & customers services>Master data in plant
maintenance & customers services>Technical object>Equipment>Equipment categories>Define no Ranges.
Click on Groups and create the no ranges for Equipment, and insert the new group and create no ranges for equipment, and assigning for equipment category,
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3.24. Define usage history update.
Menu path:-Display IMG>Plant maintenance & customers services>Master data in plant maintenance & customers services>Technical object>Equipment>Equipment usage period>Equipment usage history update.
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3.25. Define installation at function location.
Menu path:-Display IMG>Plant maintenance & customers services>Master data in plant maintenance & customers services>Technical object>Equipment>Equipment usage period>Define installation at function location.
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3.26. Assign user status profile to equipment category.
Menu path:-Display IMG>Plant maintenance & customers services>Master data in plant maintenance & customers services>Technical object>Equipment>Assign user status profile to equipment category.
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3.27. Assign partner determination procedure to equipment category.
Menu path:-Display IMG>Plant maintenance & customers services>Master data in plant
maintenance & customers services>Technical object>Equipment>Assign partner determination procedure to equipment category.
3.28. Define field selection for equipment master record.
Menu path:-Display IMG>Plant maintenance & customers services>Master data in plant maintenance & customers services>Technical object>Equipment>Define field selection for equipment master record.
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3.29. Allow multilingual text maintenance for each equipment category.
Menu path:-Display IMG>Plant maintenance & customers services>Master data in plant maintenance & customers services>Technical object>Equipment>Allow multilingual text maintenance for each equipment category.
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3.30. Define serial no profile.
Menu path:-Display IMG>Plant maintenance & customers services>Master data in plant maintenance & customers services>Technical object>Serial no management>Define serial no profile.
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3.31. Define default equipment category for serial no.
Menu path:-Display IMG>Plant maintenance & customers services>Master data in plant maintenance & customers services>Technical object>Serial no management> Define default equipment category for serial no.
3.32. Define Responsible designers and laboratories
Menu path:-Display IMG>Plant maintenance & customers services>Master data in plant maintenance & customers services>Bills of material>general data> Define Responsible designers and laboratories.
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3.33. Define item category
Menu path:-Display IMG>Plant maintenance & customers services>Master data in plant maintenance & customers services>Bills of material>item data >define item category.
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4 Maintenance planning
4.1 define maintenance planner group.
Menu path:-Display IMG>Plant maintenance & customers services>Maintenance plans, Work center, Task list and PRTS>Basic setting>define maintenance planner group.
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4.2 Set maintenance plan category.
Menu path:-Display IMG>Plant maintenance & customers services>Maintenance plans, Work center, Task list and PRTS>Basic setting>Maintenance plans>Set maintenance plan category. Click on new entry to createmaintenance plan category
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New maintenance plan category EP is created.
4.3 Define number ranges for maintenance plan.
Menu path:-Display IMG>Plant maintenance & customers services>Maintenance plans, Work center, Task list and PRTS>Basic setting>Maintenance plans> Define number ranges for maintenance plan.
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New Number ranges EP is created for maintenance plan
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4.4 Define number ranges for maintenance items.
Menu path:-Display IMG>Plant maintenance & customers services>Maintenance plans, Work center, Task list and PRTS>Basic setting>Maintenance plans> Define number ranges for maintenance items
4.5 Define short field for maintenance plans .
Menu path:-Display IMG>Plant maintenance & customers services>Maintenance plans, Work center, Task list and PRTS>Basic setting>Maintenance plans> Define short field for maintenance plan.
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. New short field PL is created.
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4.6 Configure special function for maintenance planning .
Menu path:-Display IMG>Plant maintenance & customers services>Maintenance plans, Work center, Task list and PRTS>Basic setting>Maintenance plans>Configure special function for maintenance planning.
4.7Define employee responsible for work center.
Menu path:-Display IMG>Plant maintenance & customers services>Maintenance plans, Work center>General data>Define employee responsible for work center.
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NEW employee ERW responsible for work center is created.
4.8 Configure planner group,.
Menu path:-Display IMG>Plant maintenance & customers services>Maintenance plans, Work center>Task list>General data>Configure planner group.
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New planner group AHM is created,
4.9 Define no ranges for general maintenance task list.
Menu path:-Display IMG>Plant maintenance & customers services>Maintenance plans, Work center>Task list>Control data>Define no ranges for general maintenance task list.
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4.10 Define no ranges for Equipment task list.
Menu path:-Display IMG>Plant maintenance & customers services>Maintenance plans, Work center>Task list>Control data>Define no ranges for Equipment task list.
No ranges for equipment task list are created.
4.11 Define no ranges for task list for function location.
Menu path:-Display IMG>Plant maintenance & customers services>Maintenance plans, Work center>Task list>Control data> Define no ranges for task list for function location.
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4.12 Define PRT authorization group .
Menu path:-Display IMG>Plant maintenance & customers services>Maintenance plans, Work center>Production resources tools>General data>Define PRT authorization group.
Click on new entry and create PRT group
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4.13 Define PRT group keys.
Menu path:-Display IMG>Plant maintenance & customers services>Maintenance plans, Work center>Production resources tools>General data>Define PRT group keys.
Click on new entry and create PRT tools
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5 Maintenance service Notification 5.1Define notification type.
Menu path:-Display IMG>Plant maintenance & customers services>Maintenance and services processing>Maintenance and services notification>notification creation>Notification
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Notification type EB & EC is created
5.2Set screen template for notification type.
Menu path:-Display IMG>Plant maintenance & customers services>Maintenance and services processing>Maintenance and services notification>notification creation>Notification types>Set screen template for notification type.
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5.3 Define long text control for notification type.
Menu path:-Display IMG>Plant maintenance & customers services>Maintenance and services processing>Maintenance and services notification>notification creation>Notification
types>Define long text control for notification type. Select the notification type and go to details.
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5.4Set field selection for notification.
Menu path:-Display IMG>Plant maintenance & customers services>Maintenance and services processing>Maintenance and services notification>notification creation>Notification types>Set field selection for notification.
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5.5Define no ranges.
Menu path:-Display IMG>Plant maintenance & customers services>Maintenance and services processing>Maintenance and services notification>notification creation>Notification
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EB no ranges is defined.
5.6 Maintain catalogs.
Menu path:-Display IMG>Plant maintenance & customers services>Maintenance and services processing>Maintenance and services notification>notification creation>Notification
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5.7 Define catalogs profile.
Menu path:-Display IMG>Plant maintenance & customers services>Maintenance and services processing>Maintenance and services notification>notification creation>Notification
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Click on new entry and create the new profile for
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Code group is maintain for this profile
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5.8 Change catalog & catalogs profile for Notification.
Menu path:-Display IMG>Plant maintenance & customers services>Maintenance and services processing>Maintenance and services notification>notification creation>Notification
content>Change catalog & catalogs profile for Notification. Select our profile and click on detail. And maintain data.
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5.9 Define Partner Determination Procedure and Partner Function.
Menu path:-Display IMG>Plant maintenance & customers services>Maintenance and services processing>Maintenance and services notification>notification creation>partner>Define Partner Determination Procedure and Partner Function.
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5.10 Define Priorities.
Menu path:-Display IMG>Plant maintenance & customers services>Maintenance and services processing>Maintenance and services notification>notification processing>Response Time Monitoring>Define Priorities.
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Click on new entry and define priority type.
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Click on new entry and define priority type.
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Select the notification type and click on the details.
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5.11Define Shop Papers, Forms and Output Programs.
Menu path:-Display IMG>Plant maintenance & customers services>Maintenance and services processing>Maintenance and services notification>notification processing>Notification Print Control>Define Shop Papers, Forms and Output Programs.
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5.12 Define Status Profile.
Menu path:-Display IMG>Plant maintenance & customers services>Maintenance and services processing>Maintenance and services notification>notification processing>User Status for Notifications>Define Status Profile.
Page 92 of 162 Click on new entry and create the new profiler.
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ZEB status profile is created. Then select the profile and click on detail. Click on object type and select the object type
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Select the profile and click on detail,
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5.13 Create Authorization Keys for User Status Authorizations.
Menu path:-Display IMG>Plant maintenance & customers services>Maintenance and services processing>Maintenance and services notification>notification processing>User Status for Notifications>Create Authorization Keys for User Status Authorizations
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ERWM authorization key is generated,
5.14 Assign the Object Information Keys for notification type.
Menu path:-Display IMG>Plant maintenance & customers services>Maintenance and services processing>Maintenance and services notification>notification processing>object
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5.15 Overview of notification type.
Menu path:-Display IMG>Plant maintenance & customers services>Maintenance and services processing>Maintenance and services notification>notification processing>object
information>Assign the Object Information Keys for notification type. Select our notification type and double click on screen areas in notification.
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MAINTENANCE AND SERVICE ORDER 6 Configure order types.
Menu path:-Display IMG>Plant maintenance & customers services>Maintenance and services processing>Maintenance and Service Orders>Functions and Settings for Order Types>Configure order types.
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HFBD is configured as Break down ORDER.
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HFCL is configured as CALIBRATION ORDER.
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Highlighted orders are created.
6.2 Indicate Order Types for Refurbishment Processing
Menu path:-Display IMG>Plant maintenance & customers services>Maintenance and services processing>Maintenance and Service Orders>Functions and Settings for Order Types> Indicate Order Types for Refurbishment Processing
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Check the mark on the refurbishment order type as highlighted.
6.3 Configure Number Ranges.
Menu path:-Display IMG>Plant maintenance & customers services>Maintenance and services processing>Maintenance and Service Orders>Functions and Settings for Order Types>Configure Number Ranges.
Under new group PM (Plant Maintenance), all the order types number ranges are assigned, Which are highlighted.
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6.4 Assign Order Types to Maintenance Plants.
Menu path:-Display IMG>Plant maintenance & customers services>Maintenance and services processing>Maintenance and Service Orders>Functions and Settings for Order Types> Assign Order Types to Maintenance Plants.
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Click on new entry and assigning order types to maintenance plant.
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6.5Assign Inspection Types to Maintenance/Service Order Types
Menu path:-Display IMG>Plant maintenance & customers services>Maintenance and services processing>Maintenance and Service Orders>Functions and Settings for Order Types>Assign Inspection Types to Maintenance/Service Order Types
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6.6Define Default Value for Planning Indicator for Each Order Type
Menu path:-Display IMG>Plant maintenance & customers services>Maintenance and services processing>Maintenance and Service Orders>Functions and Settings for Order Types>Define Default Value for Planning Indicator for Each Order Type
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6.7 Create Default Value Profiles for External Procurement
Menu path:-Display IMG>Plant maintenance & customers services>Maintenance and services processing>Maintenance and Service Orders>Functions and Settings for Order Types>Create Default Value Profiles for External Procurement.
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6.8 Default Values for Task List Data and Profile Assignments
Menu path:-Display IMG>Plant maintenance & customers services>Maintenance and services processing>Maintenance and Service Orders>Functions and Settings for Order Types>Default Values for Task List Data and Profile Assignments
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The above highlighted are the 4 types order profile.
6.9Settlement Rule: Define Time and Creation of Distribution Rule
Menu path:-Display IMG>Plant maintenance & customers services>Maintenance and services processing>Maintenance and Service Orders>Functions & Settings for Order Types>Settlement Rule: Define Time and Creation of Distribution Rule
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6.10 Define Proposed Reference Time for Technical Completion
Menu path:-Display IMG>Plant maintenance & customers services>Maintenance and services processing>Maintenance and Service Orders>Functions & Settings for Order Types>Define Proposed Reference Time for Technical Completion
6.11 Define Default Order Types for Maintenance Items
Menu path:-Display IMG>Plant maintenance & customers services>Maintenance and services processing>Maintenance and Service Orders>Functions & Settings for Order Types>Define Default Order Types for Maintenance Items
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6.12Define Notification and Order Integration
Menu path:-Display IMG>Plant maintenance & customers services>Maintenance and services processing>Maintenance and Service Orders>Functions & Settings for Order Types>Define Notification and Order Integration
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Notification type is assigned to order type
6.13 Maintain Default Values for Control Keys for Order Types
Menu path:-Display IMG>Plant maintenance & customers services>Maintenance and services processing>Maintenance and Service Orders>Functions & Settings for Order Types>Control Key>Maintain Default Values for Control Keys for Order Types
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Select the order types and go to detail.
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6.14 Define Maintenance Activity Types
Menu path:-Display IMG>Plant maintenance & customers services>Maintenance and services processing>Maintenance and Service Orders>Functions & Settings for Order
Types>Maintenance Activity Type>Define Maintenance Activity Types
6.15Assign Valid Maintenance Activity Types to Maintenance Order Types
Menu path:-Display IMG>Plant maintenance & customers services>Maintenance and services processing>Maintenance and Service Orders>Functions & Settings for Order
Types>Maintenance Activity Type>Assign Valid Maintenance Activity Types to Maintenance Order Types
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Valid Maintenance Activity Types to Maintenance Order Types is assigned.
6.16 Default Values for Maintenance Activity Type for Each Order Type
Menu path:-Display IMG>Plant maintenance & customers services>Maintenance and services processing>Maintenance and Service Orders>Functions & Settings for Order
Types>Maintenance Activity Type>Default Values for Maintenance Activity Type for Each Order Type.
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Default Values for Maintenance Activity Type for Each Order Type are highlighted.
6.17 Assign Costing Parameters and Results Analysis Keys
Menu path:-Display IMG>Plant maintenance & customers services>Maintenance and services processing>Maintenance and Service Orders>Functions & Settings for Order Types>Costing Data for Maintenance and Service Orders>Assign Costing Parameters and Results Analysis Keys
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Select the our plant and click on detail.
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6.18Define Change Docs, Collective Purc. Req. Indicator, Operation No. Interval
Menu path:-Display IMG>Plant maintenance & customers services>Maintenance and services processing>Maintenance and Service Orders>Functions & Settings for Order Types>Define Change Docs, Collective Purc. Req. Indicator, Operation No. Interval.
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6.19 Define Documentation for Goods Movements for the Order
Menu path:-Display IMG>Plant maintenance & customers services>Maintenance and services processing>Maintenance and Service Orders>Functions & Settings for Order Types>Goods Movements for Order>Define Documentation for Goods Movements for the Order.
6.20 Define Inspection Control,
Menu path:-Display IMG>Plant maintenance & customers services>Maintenance and services
processing>Maintenance and Service Orders>Functions & Settings for Order Types>Availability
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Click on new entry and create the inspection control.
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2) Check availibity during order release.
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Inspection control done for all order type.
6.21 Define Account Assignment Cat. and Document Type for Purchase Requisitions.
Menu path:-Display IMG>Plant maintenance & customers services>Maintenance and services
processing>Maintenance and Service Orders> General Data>Define Account Assignment Cat. and
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6.22 Define Priorities.
Menu path:-Display IMG>Plant maintenance & customers services>Maintenance and services
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6.23Activate Default Value for Current Date as Basic Date.
Menu path:-Display IMG>Plant maintenance & customers services>Maintenance and services
processing>Maintenance and Service Orders> General Data>Activate Default Value for Current Date
as Basic Date.
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6.24Define Default Values for Units for Operation.
Menu path:-Display IMG>Plant maintenance & customers services>Maintenance and services
processing>Maintenance and Service Orders> General Data>Define Default Values for Units for
Operation.
.
It is assigned for plannning plant.
6.24Define Status Profile.
Menu path:-Display IMG>Plant maintenance & customers services>Maintenance and services
processing>Maintenance and Service Orders> General Data>User Status for Orders>Define Status
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6.25Create Authorization Keys for User Status Authorizations.
Menu path:-Display IMG>Plant maintenance & customers services>Maintenance and services
processing>Maintenance and Service Orders> General Data>User Status for Orders>Create
Authorization Keys for User Status Authorizations.
6.27Define Partner Determination Procedure and Partner Function
Menu path:-Display IMG>Plant maintenance & customers services>Maintenance and services
processing>Maintenance and Service Orders> Partner>Define Partner Determination Procedure and
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6.28Set Scheduling Parameters.
Menu path:-Display IMG>Plant maintenance & customers services>Maintenance and services
processing>Maintenance and Service Orders> Scheduling>Set Scheduling Parameters.
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6.29 Create Revisions.
Menu path:-Display IMG>Plant maintenance & customers services>Maintenance and services processing>Maintenance and Service Orders>Create Revisions.
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6.30 Assign Default Values for Settlement Areas to Order Types
Menu path:-Display IMG>Plant maintenance & customers services>Maintenance and services processing>Maintenance and Service Orders>Assign Default Values for Settlement Areas to Order Types.
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Select the order type and click on detail.
6.31 Assign Object Information Keys to Order Types
Menu path:-Display IMG>Plant maintenance & customers services>Maintenance and services processing>Maintenance and Service Orders>Object Information>Assign Object Information Keys to Order Types
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6.31 Assign Notification Types to Order Types.
Menu path:-Display IMG>Plant maintenance & customers services>Maintenance and services processing>Maintenance and Service Notifications>Notification Creation>Notification
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HFBD is assigned
7. Completion Confirmations
7.1Define Control Parameters for Completion Confirmations
Menu path:-Display IMG>Plant maintenance & customers services>Maintenance and services
processing>Completion Confirmations>Define Control Parameters for Completion
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7.2Define Causes for Variances.
Menu path:-Display IMG>Plant maintenance & customers services>Maintenance and services
processing>Completion Confirmations>Define Causes for Variances.
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8 Configuration Control
8.1Make General Settings for Installation/Dismantling
Menu path:-Display IMG>Plant maintenance & customers services>Maintenance and services
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8.2Determine Properties of Notifications for Installing and Dismantling Parts.
Menu path:-Display IMG>Plant maintenance & customers services>Maintenance and services
processing>Configuration Control>Determine Properties of Notifications for Installing and
