R/3 Enterprise 1.

470 June 2004 English

P26 - Plant Maintenance

Building Block Installation Guide

SAP AG Neurottstr. 16 69190 Walldorf Germany

SAP Best Practices

Plant Maintenance: Installation Guide

Copyright
Copyright 2003 SAP AG. All rights reserved. No part of this publication may be reproduced or transmitted in any form or for any purpose without the express permission of SAP AG. The information contained herein may be changed without prior notice. Some software products marketed by SAP AG and its distributors contain proprietary software components of other software vendors. Microsoft, WINDOWS, NT, EXCEL, Word, PowerPoint and SQL Server are registered trademarks of Microsoft Corporation. IBM, DB2, DB2 Universal Database, OS/2, Parallel Sysplex, MVS/ESA, AIX, S/390, AS/400, OS/390, OS/400, iSeries, pSeries, xSeries, zSeries, z/OS, AFP, Intelligent Miner, WebSphere, Netfinity, Tivoli, Informix and Informix Dynamic ServerTM are trademarks of IBM Corporation in USA and/or other countries. ORACLE is a registered trademark of ORACLE Corporation. UNIX, X/Open, OSF/1, and Motif are registered trademarks of the Open Group. Citrix, the Citrix logo, ICA, Program Neighborhood, MetaFrame, WinFrame, VideoFrame, MultiWin and other Citrix product names referenced herein are trademarks of Citrix Systems, Inc. HTML, DHTML, XML, XHTML are trademarks or registered trademarks of W3C, World Wide Web Consortium, Massachusetts Institute of Technology. JAVA is a registered trademark of Sun Microsystems, Inc. JAVASCRIPT is a registered trademark of Sun Microsystems, Inc., used under license for technology invented and implemented by Netscape. MarketSet and Enterprise Buyer are jointly owned trademarks of SAP AG and Commerce One. SAP, SAP Logo, R/2, R/3, mySAP, mySAP.com, and other SAP products and services mentioned herein as well as their respective logos are trademarks or registered trademarks of SAP AG in Germany and in several other countries all over the world. All other product and service names mentioned are the trademarks of their respective companies.

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Typographic Conventions
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Content
Installation Guide.............................................................................................................................6 1 Purpose....................................................................................................................................6 2 Preparation...............................................................................................................................6 .2.1 Prerequisites.....................................................................................................................6 .2.2 Uploading the Installation Role..........................................................................................6 3 Requesting the Installation Status.............................................................................................6 4 Configuration.............................................................................................................................7 .4.1 Defining Location...............................................................................................................7 .4.2 Maintaining Maintenance Planning Plant...........................................................................7 .4.3 Assigning Maintenance Planning Plant to Maintenance Plant............................................8 .4.4 Defining Permit Categories................................................................................................8 .4.5 Defining Plant Sections......................................................................................................9 .4.6 Defining Planner Groups....................................................................................................9 .4.7 Creating Structure Indicator for Reference Functional Locs/Fun......................................10 .4.8 Defining Business Views for Equipment Categories.........................................................10 .4.9 Configuring Planner Groups.............................................................................................10 .4.10 Assigning Maintenance Plan Number............................................................................11 .4.11 Defining Profiles With Default Values.............................................................................11 .4.12 Creating Allocation Structure.........................................................................................12 .4.13 Creating Settlement Profile............................................................................................12 .4.14 Maintaining Value Categories........................................................................................13 .4.15 Assigning Cost Elements to Value Categories...............................................................13 .4.16 Setting Screen Templates for the Notification Type........................................................14 .4.17 Assigning Notification Types to Order Types..................................................................14 .4.18 Maintaining Catalogs.....................................................................................................14 .4.19 Defining Catalog Profile.................................................................................................15 .4.20 Changing Catalogs and Catalog Profile for Notification Type.........................................15 .4.21 Configuring Order Types................................................................................................15 .4.22 Assigning Order Types to Maintenance Plants...............................................................16 .4.23 Defining Default Value for Planning Indicator for Each Order Typ..................................16 .4.24 Creating Default Value Profiles for External Procurement..............................................17 .4.25 Defining Default Values for Task List Data and Profile Assignment................................17 .4.26 Defining Default Order Types for Maintenance Items.....................................................18 .4.27 Maintaining Indicator for Notification and Order Data.....................................................18 .4.28 Assigning Costing Parameters and Results Analysis Keys.............................................18

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.4.29 Defining Change Docs, Collective Purchase Requisition Indicator, Operations..............19 .4.30 Defining Scope of Check...............................................................................................19 .4.31 Defining Checking Control.............................................................................................20 .4.32 Defining Default Values for Component Item Categories................................................20 .4.33 Defining Default Values for Units for Operation..............................................................21 .4.34 Setting Scheduling Parameters......................................................................................21 .4.35 Defining Control Parameters for Completion Confirmations............................................22 .4.36 Defining Causes for Variances.......................................................................................22 .4.37 Defining Currency for Maintenance Statistics.................................................................23 .4.38 Assigning Value Categories to Maintenance Cost Key Figures......................................23 5 Master Data............................................................................................................................23 .5.1 Import LSMW Project.......................................................................................................23 .5.2 Creating Materials for PM................................................................................................24 .5.3 Creating Workplace.........................................................................................................26 .5.4 Creating Function Locations............................................................................................26 .5.5 Creating Equipment.........................................................................................................26 .5.6 Changing Equipment by Installing Functional Location....................................................27 .5.7 Creating PM Ass'Y Group................................................................................................27 .5.8 Creating Equipment BOM................................................................................................27 .5.9 Creating BOM Header.....................................................................................................28 .5.10 Creating BOM Items......................................................................................................28 .5.11 Creating Equipments BOM Position...............................................................................28 .5.12 Setting the Installation Status.........................................................................................29

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Installation Guide
1 Purpose
This Installation Guide provides you with the information you need to set up the configuration of the Plant Maintenance using automated configuration tools, such as BC Sets or CATT Procedures. If you are not familiar working with BC Sets or CATTs, refer to the section Working with CATTs and Working with BC Sets in the documentation Building Block Essential Documentation. If you do not want to use the automated installation process but prefer to manually set up the Plant Maintenance configuration within the system landscape that has already been installed refer to the configuration guide of the Plant Maintenance.

Preparation

.2.1 Prerequisites
To use the Plant Maintenance, install the following Building Blocks in your SAP system: Building Block # P00 Component SAP R/3 Description Pharmaceuticals Basics

.2.2 Uploading the Installation Role Use

Before you can start with the installation using the automated procedures described in this Installation Guide, you need to upload the installation role and assign it to your user. If you prefer executing some of the steps manually, please refer to the Configuration Guide of the Building Block Plant Maintenance. The Building Block Plant Maintenance provides an installation role for each mySAP.com component that is involved in this installation, such as SAP APO, SAP R/3, or SAP CRM. The installation role enables you to comfortably access all transactions required for the installation from the relevant system. The following roles are available: Technical name /SMB28/P26_01I Description Plant Maintenance File name for upload P26_01I.SAP

Procedure
For details how to upload the installation roles to the system and how to work with the roles please refer to building block Essential Information.

3
Use

Requesting the Installation Status

This activity checks whether the current building block has already been installed. This enables you to keep track of the installation process.

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Procedure
1. Access the activity using one of the following navigation options: SAP R/3 Role Menu Transaction Code Get Status for Building Block P26 /SMB28/T001_P26_26

3. Choose Execute to start the eCATT procedure. 4. The installation status information is displayed (incomplete, successfully installed (complete), or reset to incomplete).

Result
If the installation of the current building block is incomplete and you want to complete it now, go back to the installation role and proceed with the next step. If the installation of the current building block is complete, you can proceed to the next building block. If, for some reason, you want to redo some or all of the completed installation of the current building block, first go to the activity Setting the Installation Status to reset the status to incomplete. Then make your changes before returning to the activity Setting the Installation Status to set the status to complete again.

4
Use

Configuration

.4.1 Defining Location

This activity defines locations within a plant. A location allows a plant to be classified according to spatial or situation criteria.

Procedure
1. Access the activity using one of the following navigation options: SAP R/3 Role Menu Transaction Code Configuration Defining Location /SMB28/B001_P26_01

2. Activate the BC Set /SMB28/V_T499S_B001_P26. 3. In the Enter Variable Field Values screen, change the values of the following fields: Key field Location Plant Value (description) Enter your location, (for example, 0001) Enter your plant, (for example, BP01)

4. Complete the activation of the BC Set and go back to the installation role.

.4.2 Maintaining Maintenance Planning Plant Use

This activity defines the maintenance planning plant.

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Procedure
1. Access the activity using one of the following navigation options: SAP R/3 Role Menu Transaction Code Configuration Maintaining Maintenance Planning Plant /SMB28/B002_P26_01

2. Activate the BC Set /SMB28/V_T399I_B002_P26. 3. In the Enter Variable Field Values screen, change the values of the following fields: Key field Planning Plant Value (description) Enter your plant, (for example, BP01)

4. Complete the activation of the BC Set and go back to the installation role.

.4.3 Assigning Maintenance Planning Plant to Maintenance Plant Use

This activity assigns planning plant to plant.

Procedure
1. Access the activity using one of the following navigation options: SAP R/3 Role Menu Transaction Code Configuration Assigning Maintenance Planning Plant to Maintenance Plant /SMB28/B003_P26_01

2. Activate the BC Set /SMB28/V_T001W_I_B003_P26. 3. In the Enter Variable Field Values screen, change the values of the following fields: Key field Planning Plant Plant Value (description) Enter your planning plant, (for example, BP01) Enter your plant, (for example, BP01)

4. Complete the activation of the BC Set and go back to the installation role.

.4.4 Defining Permit Categories Use

This activity defines a regulation or condition that must be observed when maintenance work is to be executed on a technical object. Division of permits into logical groups.

Procedure
1. Access the activity using one of the following navigation options:

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SAP Best Practices SAP R/3 Role Menu Transaction Code

Plant Maintenance: Installation Guide Configuration Defining Permit Categories /SMB01/B004_P26_01

2. Activate the BC Set /SMB10/V_T352T_B004_P26. 3. Complete the activation of the BC Set and go back to the installation role.

.4.5 Defining Plant Sections Use

This activity defines plant sections which let you 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.

Procedure
1. Access the activity using one of the following navigation options: SAP R/3 Role Menu Transaction Code Configuration Defining Plant Sections /SMB28/B005_P26_01

2. Activate the BC Set /SMB28/V_T357_B005_P26. 3. In the Enter Variable Field Values screen, change the values of the following fields: Key field Plant Value (description) Enter your plant, (for example, BP01)

4. Complete the activation of the BC Set and go back to the installation role.

.4.6 Defining Planner Groups Use

This activity defines planner groups or maintenance planning groups separately for each planning plant.

Procedure
1. Access the activity using one of the following navigation options: SAP R/3 Role Menu Transaction Code Configuration Defining Planner Groups /SMB28/B006_P26_01

2. Activate the BC Set /SMB28/V_T024I_B006_P26. 3. In the Enter Variable Field Values screen, change the values of the following fields: Key field Planning Plant Value (description) Enter your planning plant, (for example, BP01)

4. Complete the activation of the BC Set and go back to the installation role.

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.4.7 Creating Structure Indicator for Reference Functional Locs/Fun Use

This activity creates the structure indicator that determines the edit mask and the number of the hierarchy levels when you create functional location structures.

Procedure
1. Access the activity using one of the following navigation options: SAP R/3 Role Menu Transaction Code Configuration Creating Structure Indicator for Reference Functional Locs/Fun /SMB10/B007_P26_01

2. Activate the BC Set /SMB10/V_T370S_B007_P26. 3. Complete the activation of the BC Set and go back to the installation role.

.4.8 Defining Business Views for Equipment Categories Use

This activity automatically maintains the assigned data fields and screens if you activate the serial data view.

Procedure
1. Access the activity using one of the following navigation options: SAP R/3 Role Menu Transaction Code Configuration Defining Business Views for Equipment Categories /SMB10/B008_P26_01

2. Activate the BC Set /SMB10/V_T370T_A_B008_P26. 3. Complete the activation of the BC Set and go back to the installation role.

.4.9 Configuring Planner Groups Use

This activity determines the planner groups for each plant. A planner group is responsible for maintaining task list data.

Procedure
1. Access the activity using one of the following navigation options: SAP R/3 Role Menu Transaction Code Configuration Defining Planner Groups /SMB28/B009_P26_01

2. Activate the BC Set /SMB28/V_T024A_B009_P26. 3. In the Enter Variable Field Values screen, change the values of the following fields:

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SAP Best Practices Key field Planner group Planner group Planner group Plant

Plant Maintenance: Installation Guide Value (description) Enter your planner group, (for example, 1) Enter your planner group, (for example, 2) Enter your planner group, (for example, Q) Enter your plant, (for example, BP01)

4. Complete the activation of the BC Set and go back to the installation role.

.4.10 Assigning Maintenance Plan Number Use

This activity assigns every maintenance plan a unique number.

Procedure
1. Access the activity using one of the following navigation options: SAP R/3 Role Menu Transaction Code Configuration Assigning Maintenance Plan Number /SMB10/C001_P26_01

2. Choose Execute to start the CATT procedure /SMB10/IP20_C001_P26. 3. Check the CATT log (optional) and go back to the installation role.

.4.11 Defining Profiles With Default Values Use

This activity defines profiles. You can simplify data entry as follows in task list maintenance: Data is proposed or used as a reference from the work center Data is proposed from the profile

Procedure
1. Access the activity using one of the following navigation options: SAP R/3 Role Menu Transaction Code Configuration Defining Profiles with Default Values /SMB28/B010_P26_01

2. Activate the BC Set /SMB28/V_TCA41_I_B010_P26. 3. In the Enter Variable Field Values screen, change the values of the following fields: Key field Purch. Organization Value (description) Enter your purch. organization, (for example, BP01)

4. Complete the activation of the BC Set and go back to the installation role.

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.4.12 Creating Allocation Structure Use

This activity creates an allocation structure. During settlement, costs incurred under the primary and cost element by a sender are allocated to one or more receivers. When you settle by cost element, you settle using the appropriate original cost element.

Procedure
1. Access the activity using one of the following navigation options: SAP R/3 Role Menu Transaction Code Configuration Creating Allocation Structure /SMB28/B011_P26_01

2. Activate the BC Set /SMB28/CO_SSTRUC_B011_P26. 3. In the Enter Variable Field Values screen, change the values of the following fields: Key field Controlling Area Value (description) Enter your controlling area, (for example, BP01)

4. Complete the activation of the BC Set and go back to the installation role.

Ignore the warning message: Object CO_SSTRUC CO_SSTRUC Message long text View CO_SSTRCV5 : View cluster CO_SSTRUC does not contain data at all levels Activation of Customizing object CO_SSTRUC ended with warning Activation of BC Set /SMB28/CO_SSTRUC_B011_P26 ended with warnings

.4.13 Creating Settlement Profile Use

This activity defines a range of control parameters for settlement in the settlement profile. You must define the settlement profile before you can enter a settlement rule for a sender.

Procedure
1. Access the activity using one of the following navigation options: SAP R/3 Role Menu Transaction Code Configuration Creating Settlement Profile /SMB10/B012_P26_01

2. Activate the BC Set /SMB10/TKB1V_B012_P26. 3. Complete the activation of the BC Set and go back to the installation role.

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.4.14 Maintaining Value Categories Use

This activity maintains value categories. Value categories are intervals for cost elements. These are required to update the: Plant Maintenance Information System Customer Service Information System

Procedure
1. Access the activity using one of the following navigation options: SAP R/3 Role Menu Transaction Code Configuration Maintaining Value Categories /SMB28/B013_P26_01

2. Activate the BC Set /SMB280/V_TPIR2_PM_B013_P26. 3. In the Enter Variable Field Values screen, change the values of the following fields: Key field Controlling Area Value (description) Enter your controlling area, (for example, BP01)

4. Complete the activation of the BC Set and go back to the installation role.

.4.15 Assigning Cost Elements to Value Categories Use

This activity defines a cost element, a cost element interval or a cost element group as a value category.

Procedure
1. Access the activity using one of the following navigation options: SAP R/3 Role Menu Transaction Code Configuration Assigning Cost Elements to Value Categories /SMB28/B014_P26_01

2. Activate the BC Set /SMB28/V_TPIK3_B014_P26. 3. In the Enter Variable Field Values screen, change the values of the following fields: Key field Controlling Area Value (description) Enter your controlling area, (for example, BP01)

4. Complete the activation of the BC Set and go back to the installation role.

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.4.16 Setting Screen Templates for the Notification Type Use

This activity assembles the screens for the notification types individually. Malfunction report, notification type M2, with view System availability.

Procedure
1. Access the activity using one of the following navigation options: SAP R/3 Role Menu Transaction Code Configuration Setting Screen Templates for the Notification Type /SMB10/B015_P26_01

2. Activate the BC Set /SMB10/V_TQSCR_B015_P26. 3. Complete the activation of the BC Set and go back to the installation role.

.4.17 Assigning Notification Types to Order Types Use

This activity defines which order type is generated from which notification type.

Procedure
1. Access the activity using one of the following navigation options: SAP R/3 Role Menu Transaction Code Configuration Assigning Notification Types to Order Types /SMB10/B016_P26_01

2. Activate the BC Set /SMB10/V_TQ80_A_B016_P26. 3. Complete the activation of the BC Set and go back to the installation role.

.4.18 Maintaining Catalogs Use

This activity maintains Code groups and Codes for notifications. In the first step code groups are to be maintained.

Procedure
1. Access the activity using one of the following navigation options: SAP R/3 Role Menu Transaction Code Configuration Maintaining Catalog Groups /SMB10/B017_P26_01

2. Activate the BC Set /SMB10/V_QPGR_CL_B017_P26. 3. Complete the activation of the BC Set and go back to the installation role.

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.4.19 Defining Catalog Profile Use

This activity defines the catalog profile for notifications. In the first step catalogs are to be defined.

Procedure
1. Access the activity using one of the following navigation options: SAP R/3 Role Menu Transaction Code Configuration Defining Catalog Profile /SMB10/B018_P26_01

2. Activate the BC Set /SMB10/V_T352B_CL_B018_P26. 3. Complete the activation of the BC Set and go back to the installation role.

.4.20 Changing Catalogs and Catalog Profile for Notification Type Use
This activity defines the catalog profile for notifications. In the second step code groups are to be defined.

Procedure
1. Access the activity using one of the following navigation options: SAP R/3 Role Menu Transaction Code Configuration Changing Catalogs and Catalog Profile for Notification Type /SMB10/B019_P26_01

2. Activate the BC Set /SMB10/V_TQ80_C_B019_P26. 3. Complete the activation of the BC Set and go back to the installation role.

.4.21 Configuring Order Types Use

This activity configures order types. In addition to the business reasons for configuring several order types, there are also technical controls which depend on the order type and may require the creation of different order types.

Procedure
1. Access the activity using one of the following navigation options: SAP R/3 Role Menu Transaction Code Configuration Configuring Order Types /SMB10/B020_P26_01

2. Activate the BC Set /SMB10/V_T003O_I_B020_P26.

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3. Complete the activation of the BC Set and go back to the installation role.

.4.22 Assigning Order Types to Maintenance Plants Use

This activity determines the allowed maintenance order types for the individual maintenance plants.

Procedure
1. Access the activity using one of the following navigation options: SAP R/3 Role Menu Transaction Code Configuration Assigning Order Types to Maintenance Plants /SMB28/B021_P26_01

2. Activate the BC Set /SMB28/V_T350W_B021_P26. 3. In the Enter Variable Field Values screen, change the values of the following fields: Key field Planning Plant Plant Value (description) Enter your planning plant, (for example, BP01) Enter your plant, (for example, BP01)

4. Complete the activation of the BC Set and go back to the installation role.

.4.23 Defining Default Value for Planning Indicator for Each Order Typ Use
This activity defines a default value for each order type for the order planning indicator. The order planning indicator is used for selection and statistical analyses in the Plant Maintenance and Customer Service Information System.

Procedure
1. Access the activity using one of the following navigation options: SAP R/3 Role Menu Transaction Code Configuration Defining Default Value for Planning Indicator for Each Order Type /SMB10/B022_P26_01

2. Activate the BC Set /SMB10/V_T350_P_B023_P26. 3. Complete the activation of the BC Set and go back to the installation role.

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.4.24 Creating Default Value Profiles for External Procurement Use

This activity defines 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 orders.

Procedure
1. Access the activity using one of the following navigation options: SAP R/3 Role Menu Transaction Code Configuration Creating Default Value Profiles for External Procurement /SMB28/B023_P26_01

2. Activate the BC Set /SMB28/V_TPEXT_PM_B024_P26. 3. In the Enter Variable Field Values screen, change the values of the following fields: Key field Value (description) Purch. Organization Enter your purch. organization, (for example, BP01) 4. Complete the activation of the BC Set and go back to the installation role.

.4.25 Defining Default Values for Task List Data and Profile Assignment Use
This activity defines which default values are copied into the order data during the order processing. In the previous steps, you have maintained a profile for the procurement of material, external processing profiles and a general order profile.

Procedure
1. Access the activity using one of the following navigation options: SAP R/3 Role Menu Transaction Code Configuration Defining Default Values for Task List Data and Profile Assignment /SMB28/B024_P26_01

2. Activate the BC Set /SMB28/V_TPMP_A_B025_P26. 3. In the Enter Variable Field Values screen, change the values of the following fields: Key field Plant Value (description) Enter your plant, (for example, BP01)

4. Complete the activation of the BC Set and go back to the installation role.

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.4.26 Defining Default Order Types for Maintenance Items Use

This activity defines default values for the creation of maintenance items for the maintenance order types.

Procedure
1. Access the activity using one of the following navigation options: SAP R/3 Role Menu Transaction Code Configuration Defining Default Order Types for Maintenance Items /SMB28/B025_P26_01

2. Activate the BC Set /SMB28/V_T024I_W_B026_P26. 3. In the Enter Variable Field Values screen, change the values of the following fields: Key field Planning Plant Value (description) Enter your planning plant, (for example, BP01)

4. Complete the activation of the BC Set and go back to the installation role.

.4.27 Maintaining Indicator for Notification and Order Data Use

This activity defines whether you want to maintain notification data and order data in the one screen. This means that you can create another notification directly when entering the order. In the order header data screen, you find some central data fields for the notification, which you can maintain completely if desired. Because the notification is created automatically by the system, here you can define the order types for which these functions should be used and which notification type the system should use.

Procedure
1. Access the activity using one of the following navigation options: SAP R/3 Role Menu Transaction Code Configuration Maintaining Indicator for Notification and Order Data /SMB10/B026_P26_01

2. Activate the BC Set /SMB10/V_T350_NOTDAT_B027_P26. 3. Complete the activation of the BC Set and go back to the installation role.

.4.28 Assigning Costing Parameters and Results Analysis Keys Use

This activity sets the costing parameters for maintenance orders.

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Procedure
1. Access the activity using one of the following navigation options: SAP R/3 Role Menu Transaction Code Configuration Assigning Costing Parameters and Results Analysis Keys /SMB28/B027_P26_01

2. Activate the BC Set /SMB28/V_T399X_K_B028_P26. 3. In the Enter Variable Field Values screen, change the values of the following fields: Key field Plant Value (description) Enter your plant, (for example, BP01)

4. Complete the activation of the BC Set and go back to the installation role.

.4.29 Defining Change Docs, Collective Purchase Requisition Indicator, Operations Use
This activity specifies in which plant and for which order type specific functions are active.

Procedure
1. Access the activity using one of the following navigation options: SAP R/3 Role Menu Transaction Code Configuration Defining Change Docs, Collective Purc. Req. Indicator, Operation No Interval /SMB28/B028_P26_01

2. Activate the BC Set /SMB28/V_T399X_S_B029_P26. 3. In the Enter Variable Field Values screen, change the values of the following fields: Key field Plant Value (description) Enter your plant, (for example, BP01)

4. Complete the activation of the BC Set and go back to the installation role.

.4.30 Defining Scope of Check Use

This activity defines the scope of check. Checking group and checking rule together specify the scope of the check.

Procedure
1. Access the activity using one of the following navigation options:

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SAP Best Practices SAP R/3 Role Menu Transaction Code

Plant Maintenance: Installation Guide Configuration Defining Scope of Check /SMB10/B029_P26_01

2. Activate the BC Set /SMB10/V_441V_B030_P26. 3. Complete the activation of the BC Set and go back to the installation role.

.4.31 Defining Checking Control Use

This activity defines the check control. The checking rule together with the checking group specify the scope of the check. The checking rule as well as the actual check itself depend on the following parameters: Plant, order type, operation The operation can have the following characteristics: order created, release(d) order, scope of the check.

Procedure
1. Access the activity using one of the following navigation options: SAP R/3 Role Menu Transaction Code Configuration Defining Checking Control /SMB28/B030_P26_01

2. Activate the BC Set /SMB28/V_TCO11_B031_P26. 3. In the Enter Variable Field Values screen, change the values of the following fields: Key field Plant Value (description) Enter your plant, (for example, BP01)

4. Complete the activation of the BC Set and go back to the installation role.

.4.32 Defining Default Values for Component Item Categories Use

This activity determines the proposal values for the item categories of the order components. The proposal values can be determined dependent on the material type and the maintenance plant.

Procedure
1. Access the activity using one of the following navigation options: SAP R/3 Role Menu Transaction Code Configuration Defining Default Values for Component Item Categories /SMB28/B031_P26_01

2. Activate the BC Set /SMB28/V_T418V_B032_P26. 3. In the Enter Variable Field Values screen, change the values of the following fields:

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SAP Best Practices Key field Plant

Plant Maintenance: Installation Guide Value (description) Enter your plant, (for example, BP01)

4. Complete the activation of the BC Set and go back to the installation role.

.4.33 Defining Default Values for Units for Operation Use

This activity specifies the default values for units of the duration and the work output of an operation.

Procedure
1. Access the activity using one of the following navigation options: SAP R/3 Role Menu Transaction Code Configuration Defining Default Values for Units for Operation /SMB28/B032_P26_01

2. Activate the BC Set /SMB28/V_T399I_E_B033_P26. 3. In the Enter Variable Field Values screen, change the values of the following fields: Key field Planning Plant Value (description) Enter your planning plant, (for example, BP01)

4. Complete the activation of the BC Set and go back to the installation role.

.4.34 Setting Scheduling Parameters Use

This activity sets scheduling parameters for every maintenance order type and every maintenance plant. In addition to the scheduling type, you can determine further scheduling parameters: Automatic scheduling Display scheduling log automatically after scheduling Maximum number of days for start in the past Automatic adjustment of the start/finish dates Shift order indicator Scheduling to incorporate breaks (breaks at the work center are taken into account when scheduling is created)

Procedure
1. Access the activity using one of the following navigation options: SAP R/3 Role Menu Configuration Setting Scheduling Parameters

Transaction Code /SMB28/B033_P26_01 2. Activate the BC Set /SMB28/V_TCX00_FAUF_B034_P26.

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3. In the Enter Variable Field Values screen, change the values of the following fields: Key field Plant Production Scheduler Value (description) Enter your plant, (for example, BP01) Enter your production scheduler, (for example, *)

4. Complete the activation of the BC Set and go back to the installation role.

.4.35 Defining Control Parameters for Completion Confirmations Use

This activity maintains the control parameters for completion confirmations in maintenance orders. You can set control parameters for each order type. Using the completion parameters, you define: Which data is proposed for entry The severity with which inspections should be performed How the completion confirmation processes are controlled

Procedure
1. Access the activity using one of the following navigation options: SAP R/3 Role Menu Transaction Code Configuration Defining Control Parameters for Completion Confirmations /SMB28/B034_P26_01

2. Activate the BC Set /SMB28/V_TCORU_P_B035_P26. 3. In the Enter Variable Field Values screen, change the values of the following fields: Key field Plant Value (description) Enter your plant, (for example, BP01)

4. Complete the activation of the BC Set and go back to the installation role.

.4.36 Defining Causes for Variances Use

This activity defines reasons or causes for deviations.

Procedure
1. Access the activity using one of the following navigation options: SAP R/3 Role Menu Transaction Code Configuration Defining Causes for Variances /SMB28/B035_P26_01

2. Activate the BC Set /SMB28/V_TRUG_B036_P26. 3. In the Enter Variable Field Values screen, change the values of the following fields:

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SAP Best Practices Key field Plant

Plant Maintenance: Installation Guide Value (description) Enter your plant, (for example, BP01)

4. Complete the activation of the BC Set and go back to the installation role.

.4.37 Defining Currency for Maintenance Statistics Use

This activity defines in which currency plant maintenance statistical data is managed.

Procedure
1. Access the activity using one of the following navigation options: SAP R/3 Role Menu Transaction Code Configuration Defining Currency for Maintenance Statistics /SMB28/B036_P26_01

2. Activate the BC Set /SMB28/V_T399J_S_B037_P26. 3. Complete the activation of the BC Set and go back to the installation role.

.4.38 Assigning Value Categories to Maintenance Cost Key Figures Use

This activity allocates value categories to PM cost key figures predefined by SAP. The value category generally groups several cost element accounts together.

Procedure
1. Access the activity using one of the following navigation options: SAP R/3 Role Menu Transaction Code Configuration Assigning Value Categories /SMB10/B037_P26_01

2. Activate the BC Set /SMB10/V_PMCO2_B038_P26. 3. Complete the activation of the BC Set and go back to the installation role.

Master Data

.5.1 Import LSMW Project

The LSMW project needs to be imported only once. Check whether the LSMW project BP_AIO already exists. Already existing projects or subprojects will be marked with a cross and will be overwritten during the import.

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Use
This procedure describes the general process of importing the LSMW project for SAP Best Practices.

Procedure
To import the LSMW project into the SAP system, choose: Import LSMW Project Transaction code SAP Menu R/3 LSMW No menu entry

Then carry out the following steps: 1. Choose the menu item Extras Import Projects. 2. Select the LSMW_BP_AIO.txt file from the LSMWFiles directory on the Best Practices Documentation CD and choose Open. 3. Confirm the information screen. 4. Import the LSMW project SAP Best Practices Master Data into the system.

Result
The LSMW project SAP Best Practices Master Data has been created in the system.

.5.2 Creating Materials for PM Use

This activity creates material master records for PM.

Prerequisites
For detailed information regarding the import of master data using the Legacy System Migration Workbench, please refer to the document Essential Documentation.

Procedure
1. Access the activity using the following navigation options: SAP R/3 Role Menu Transaction Code Master data Create materials for PM LSMW

2. Confirm the Welcome to the Legacy System Migration Workbench screen. 3. Enter the following values and Execute. Field name PROJECT SUBPROJ OBJECT Description Project Subproject Object User action and values BP_AIO MM MATREC Notes

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SAP Best Practices 4. Choose Specify files. 5. 6. 7. 8.

Plant Maintenance: Installation Guide

Choose Execute. On the LSM Workbench: Specify Files (Display) screen choose Display<->Change. Double click on the first line (highlighted in blue) in the Legacy Data section. On the File on Front End: Maintain Properties screen maintain the following values: Field name File Name File Contents Separators File Structure File Type Code Page User action and values SMB28_LSMW_MM_81.txt PM Data for Multiple Source Structures (Seq. File) Tabulator Field Order Matches Source Structure Definition Record End Marker (Text File) ASCII Notes

9. Save file settings and go back to the LSM Workbench: BP_AIO, MM, MATREC: Material Master Record screen. 10. Choose Back. 11. Choose the Import data radio button. 12. Choose the Execute button without entering any values. 13. Choose Execute. 14. Go back to the Process Step list. 15. Choose the Convert data radio button. 16. Choose the Execute button without entering any data. 17. Chose Execute. 18. Go back to the Process Step list. 19. Choose the Direct Input Program radio button. 20. Choose Execute. 21. Choose Program RMDATIND and proceed with Enter. 22. Maintain the following values and choose Execute. Field name Using physical file name Message level Lock Mode Fields not ready for input Status control User action and values BP_AIO_MM_MATREC.lsmw.conv 2 N W Check required fields Notes default value Display of critical messages only

23. Confirm the following messages and check the results.

Check whether error messages, marked as red lines, are shown in the result list.

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Warning messages will not be displayed using Message level 2. These warning messages can be ignored. They will not have an impact on the quality of the data.

Result
Material master records for PM have been created.

.5.3 Creating Workplace Use

This activity creates a workplace.

Procedure
1. Maintain the external CATT file: SMB28_IR01_C002_P26_01.TXT 2. Access the activity using one of the following navigation options: SAP R/3 Role Menu Transaction Code Master Data Creating Workplace /SMB28/C003_P26_01

3. Enter the correct path for the file: SMB28_IR01_C002_P26_01.TXT 4. Choose Execute to start the CATT procedure /SMB10/IR01_C002_P26. 5. Check the CATT log (optional) and go back to the installation role.

.5.4 Creating Function Locations Use

This activity creates function locations.

Procedure
1. Maintain the external CATT file: SMB28_IL01_C003_P26.TXT 2. Access the activity using one of the following navigation options: SAP R/3 Role Menu Master Data Creating Function Locations

Transaction Code /SMB28/C004_P26_01 3. Enter the correct path for the file: SMB28_IL01_C003_P26.TXT 4. Choose Execute to start the CATT procedure /SMB10/IL01_C003_P26. 5. Check the CATT log (optional) and go back to the installation role.

.5.5 Creating Equipment Use

This activity creates equipment.

Procedure
1. Maintain the external CATT file: SMB28_IE01_C004_P26_01.TXT 2. Access the activity using one of the following navigation options:

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SAP Best Practices SAP R/3 Role Menu Transaction Code

Plant Maintenance: Installation Guide Master Data Creating Equipment /SMB28/C005_P26_01

3. Enter the correct path for the file: SMB28_IE01_C004_P26_01.TXT 4. Choose Execute to start the CATT procedure /SMB28/IE01_C004_P26. 5. Check the CATT log (optional) and go back to the installation role.

.5.6 Changing Equipment by Installing Functional Location Use

This activity changes equipment by installing functional location.

Procedure
1. Maintain the external CATT file: SMB28_IE02_C005_P26.TXT 2. Access the activity using one of the following navigation options: SAP R/3 Role Menu Master Data Changing Equipment by Installing

Transaction Code /SMB28/C006_P26_01 3. Enter the correct path for the file: SMB28_IE02_C005_P26.TXT 4. Choose Execute to start the CATT procedure /SMB10/IE02_C005_P26. 5. Check the CATT log (optional) and go back to the installation role.

.5.7 Creating PM Ass'Y Group Use

This activity creates the PM Ass'Y Group.

Procedure
1. Maintain the external CATT file: MMP1_C007_P26.TXT 2. Access the activity using one of the following navigation options: SAP R/3 Role Menu Transaction Code Master Data Creating PM Ass'Y Group /SMB10/C007_P26_01

3. Enter the correct path for the file: MMP1_C007_P26.TXT 4. Choose Execute to start the CATT procedure /SMB10/MMP1_C007_P26. 5. Check the CATT log (optional) and go back to the installation role.

.5.8 Creating Equipment BOM Use

This activity creates an equipment BOM.

Procedure
1. Maintain the external CATT file: SMB28_IB01_C008_P26.TXT

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2. Access the activity using one of the following navigation options: SAP R/3 Role Menu Transaction Code Master Data Creating Equipment BOM /SMB28/C008_P26_01

3. Enter the correct path for the file: SMB28_IB01_C008_P26.TXT 4. Choose Execute to start the CATT procedure /SMB10/IB01_C008_P26. 5. Check the CATT log (optional) and go back to the installation role.

.5.9 Creating BOM Header Use

This activity creates BOM header.

Procedure
1. Maintain the external CATT file: SMB28_CS01_C009_P26.TXT 2. Access the activity using one of the following navigation options: SAP R/3 Role Menu Transaction Code Master Data Creating BOM Header /SMB28/C009_P26_01

3. Enter the correct path for the file: SMB28_CS01_C009_P26.TXT 4. Choose Execute to start the CATT procedure /SMB10/CS01_C009_P26. 5. Check the CATT log (optional) and go back to the installation role.

.5.10 Creating BOM Items Use

This activity creates BOM items.

Procedure
1. Maintain the external CATT file: SMB28_CS02_C002_P09_04.TXT 2. Access the activity using one of the following navigation options: SAP R/3 Role Menu Transaction Code Master Data Creating BOM Items /SMB28/C010_P26_01

3. Enter the correct path for the file: SMB28_CS02_C002_P09_04.TXT 4. Choose Execute to start the CATT procedure /SMB10/CS02_C002_P09. 5. Check the CATT log (optional) and go back to the installation role.

.5.11 Creating Equipments BOM Position Use

This activity creates equipments BOM position.

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Procedure
1. Maintain the external CATT file: SMB28_IB02_C011_P26.TXT 2. Access the activity using one of the following navigation options: SAP R/3 Role Menu Transaction Code Master Data Creating Equipments BOM Position /SMB28/C011_P26_01

3. Enter the correct path for the file: SMB28_IB02_C011_P26.TXT 4. Choose Execute to start the CATT procedure /SMB10/IB02_C011_P26. 5. Check the CATT log (optional) and go back to the installation role.

.5.12 Setting the Installation Status Use

This activity sets the installation status for the current building block to complete. This status is then used when building block installation status requests are made, and therefore enables you to keep track of the installation process.

Procedure
1. Access the activity using one of the following navigation options: SAP R/3 Role Menu Transaction Code Set Status for Building Block P26 /SMB28/T002_P26_26

2. Choose Execute to start the eCATT procedure. 3. Choose Complete if all steps in the installation role for this building block have been completed successfully.

Note that if the installation status is already complete, you have the option of resetting it to incomplete if you want to redo part or all of the installation of the building block for some reason.

Result
The installation status is now set to complete.

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