Pmcon03 - BSPHCL - SP - PM - Maintenance Order - V1.1

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Solution Paper Design
Solution Paper: Maintenance Order
Team: Plant Maintenance Asset Management

Material Management
Status: Not Started, In Progress, Completed, Signed-off
Last Updated: 1/23/2019, by Mukesh Gohil
Sign-off
Please sign and Date. Name Signature Date
Functional Analyst PM Pravin Vanage
Module:
Reliance Team Lead PM Mukesh Gohil

Module:
Reliance SAP Track Prafulla Karande

Lead:
BSPHCL –Module Lead:
Checklist
 Have all assumptions, if any, be documented?
 Have all major business decisions be documented?
 Have all related business events been analyzed?
 Have all updates on process variations been considered and incorporated?
 Have all major design considerations been documented?
 Have all configuration / enhancement rationale been documented?
 Have all interim period procedures and considerations been documented?
 Have all archiving, and conversion considerations been documented?
 Have all impacts, if any, to other functional / technical areas identified?
 Have all affected teams been notified of any decisions that affect them, (i.e. Functional,
Development, Technology and Business Units).
Prepared By: Mukesh Gohil Page 1 of 31

Created On: 23/01/2019
Filename: Maintenance Management
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Amendment Record
Revision Date Author Change Summary
0.1 30/10/2013 Pravin Vanage <Initial Draft>
0.2 <Updates made during team discussion (0.2 –
0.9)>
1.0 <Release for PO sign-off>
1.1 07/02/2017 Mukesh Gohil <Updates during Realisation phase after PO
sign-off (1.1 to 1.9)>
2.0 <Release of revised version in next phase if
required (Testing)>

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Solution Definition Summary

In this section provide a description of the purpose for this Solution Paper. Include all related documents e.g.
Functional Design, Business Process Design etc. associated with this Solution Paper.
Purpose
The purpose of this solution paper is to answer all business questions and issues relating to the
Create/Change Plant Maintenance order.
Key requirements for order functionality are to:

 Create PM order through notification.
 Create PM order separately.
 Release order.
 Enter components for issuing and return.
 TECO order.
 CLSD order.
Related Business Process Definition
BPD 1.1 Structuring of Technical Object (Equipment/ Functional Location)

BPD 1.2 Work Request process
BPD 1.4 Preventive Maintenance process
BPD 1.6 Refurbishment process
BPD 1.7 WCM process
Related Solution Papers
SP-PM-Functional Location
SP-PM-Equipment
SP-PM-Notification
SP-PM-Work Clearance Management
Related documentation
Annexure 1 – Maintenance Plant

Annexure 2 – Work Center
Annexure 4 – Task List
Annexure 6 – Authorization Group
Annexure 7 – Planner Group

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Required Business Decisions

In this section provide a description of the business decisions that are required from this Solution Paper.
Document the detail required at a business event, configuration group and/or an IMG Configuration item.
Describe why these decisions are required and the role they play in the overall configuration. In addition
any configuration guiding principles that affect the Business decisions should be documented as Business
Implications (i.e. what are the rules, boundaries, and limitations of ERP).
Where applicable a detailed analysis of the different options and the advantages and disadvantages of
each of the options will be provided along with the recommended solution. Alternatively, a discussion of
the appropriate solution may only be provided.
Assumptions
 PM Order for the defects will be created through notification.

 Separate PM Orders will be created without notification for consumables for a defined
period.
 User will change control key as WCM where permit process needs to be followed.
Business Decisions / Design Considerations
 At BSPHCL different type orders will be created for Breakdown maintenance,

Preventive maintenance and Regular maintenance.
 Separate number ranges will be configured for different types of orders.
 Grouping of PM orders will be done at PM Activity types.
 Priorities will be created for PM orders.
 Order short text will be created as first operation.
Detailed Analysis and Design/ Configuration / Enhancement Rationale
1. Configuring Order Types.
Use: The purpose of this activity is to configure order types.
Procedure:
1. Access the activity using one of the following navigation options:
Transaction Code SPRO
IMG Menu Plant Maintenance and Customer Service  Maintenance and Service
Processing  Maintenance and Service Orders  Functions and
Settings for Order Types  Configure Order Types
2. On the Change View “Maintenance Order Types” Overview screen, choose New
Entries.
3. Make the following settings.
Field name User Action and Values
Order Type PM01
Text Emergency Maintenance Order

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Open Item Select

management
Settlement Profile 40
Screen RefObject 0180
4. Choose Save and Back.
5. Repeat step 2 to 3 and make the following settings:
Order Type PM02
Text Corrective Maintenance Order
Open Item Select
management
Order Type PM03
Text Preventive Maintenance Order
Open Item Select
management
Order Type PM04
Text Refurbishment Maintenance
Order
Open Item Select
management
Order Type PM05
Text Condition Monitoring
Maintenance Order

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IT Implementation
Open Item Select

management
Order Type PM06
Text Capital Investment Maintenance
Order
Open Item Select
management
Settlement Profile ZAUC
Order Type PM07
Text General Maintenance Order
Open Item Select
management
2. Indicate Order Types for Refurbishment Processing
Use: The purpose of this activity is to indicate order types for Refurbishment Processing.
Procedure:

Settings for Order Types  Indicate Order Types for Refurbishment
Processing
2. On the Change View “Indicator to Show Order is a Refurbishment Order”: Overview
screen,

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Order Type PM04
Short Text Refurbishment Order
Refurbishment Order Select
3.Choose Save and Back.
3. Indicate Order Types for Refurbishment Processing
Use: The purpose of this activity is to indicate order types for Refurbishment Processing.
Procedure:

Settings for Order Types  Order Types and Investment Management
 Indicate Order Types for Investment Measures
2. On the Change View “Investment Order Indicator”: Overview screen,
Order Type PM06
Short Text Refurbishment Order
Investment Order Select
InvProfile 000003
IvPro.text Model with line item settlement of
AuC
4. Assigning Order Types to Planning Plants.
Use: The purpose of this activity is to assign order types to maintenance plants.
Procedure:

Settings for Order Types  Assign Order Types to Maintenance
Plants
2. On the Change View “Valid Order Types By Planning Plant”: Overview screen,
choose New Entries.

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3. Make the following entries:

PlPl Name 1 Type Order Type text
NBPD North Bihar Power Distribution PM01 Emergency Maintenance order
NBPD North Bihar Power Distribution PM02 Corrective Maintenance order

NBPD North Bihar Power Distribution PM03 Preventive Maintenance order
NBPD North Bihar Power Distribution PM04 Refurbishment Maintenance order
NBPD North Bihar Power Distribution PM05 Condition Monitoring
Maintenance Order
NBPD North Bihar Power Distribution PM06 Capital investment Maintenance
Order
NBPD North Bihar Power Distribution PM07 General Maintenance Order
4. Save your entries.
5. Configure the same Order Types for remaining Planning plants.
6. Save your entries
5. Defining Default Values for Units for Operation.
Use: The purpose of this activity is to define default values for units for operation in order.
Procedure:
Processing  Maintenance and Service Orders  General Data 
Define Default Values for Units for Operation
choose New Entries.
Planning Plant Norm.duratn un. Unit text Unit for work Unit for text
NBPD H hour H hour
5. Configure the same above mentioned entries for remaining Planning plants.
6. Defining Documentation for Goods Movement for the Order.
Use: The purpose of this activity is to define documentation for goods movement for the order.
Procedure:


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Settings for Order Types  Goods Movement for Order  Define
Documentations for Goods Movements for the Order
make the following entries:
Plnt Type PurchOrder PIGoodsIss UnplGdsIss GR refrbshmnt
NBPD PM01 Select Select Select
NBPD PM04 Select Select Select Select
7. Assigning Costing Parameters and Results Analysis Keys.
Use: The purpose of this activity is to assign costing parameters and results analysis keys to
service order.
Procedure:

Settings for Order Types  Costing Data for Maintenance Orders 
Assign Costing Parameters and Results Analysis Keys
2. On the Change view “Calculation Parameters for MaintOrders”: Overview screen,
choose plant NBPD, Order Type PM01.
3. Choose Details and make the following settings.
Planned var.cal PM01
Actual var.calc. PM01

5. Repeat steps 2 - 4 for Order Type PM02 to PM07.

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8. Defining Control Parameters for Completion Confirmations.
Use: The purpose of this activity is to define control parameters for completion confirmations.
Procedure:
Processing  Completion Confirmations  Define Control
Parameters for Completion Confirmations
2. On the Change view “Confirmation Parameters”; Overview screen, choose the
entries in the table below and follow the procedure described in steps 3 and 4:
Plnt Name 1 Type Description of order type
NBPD North Bihar Power PM01 Emergency Maintenance order
Distribution
NBPD North Bihar Power PM02 Corrective Maintenance order
Distribution
NBPD North Bihar Power PM03 Preventive Maintenance order
Distribution
NBPD North Bihar Power PM04 Refurbishment Maintenance order
Distribution
NBPD North Bihar Power PM05 Condition Monitoring Maintenance
Distribution Order
NBPD North Bihar Power PM06 Capital investment Maintenance Order
Distribution
NBPD North Bihar Power PM07 General Maintenance Order
Distribution
3. Choose New Entries.
4. Make the following settings:
Order Type Field name Value
PM01 Propose Dates Select
Final Confirmation Select
Post Open reservs. Select
PM02 Final Confirmation Select
Post Open reservs Select


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9. Set Screen Templates for Completion Confirmation.
Use: The purpose of this activity is to maintain a specific combination of screen areas in the
overall completion confirmation.
The data fields for the completion confirmation are grouped according to content. You can find
these groups again on the individual screens. This enables you to find a screen template for the
header data, which you can select as required. Other confirmation objects can be assigned to
individual screen areas.
You can choose from five screen areas. A screen area consists of two parts. You can structure
the assignment of the following individual confirmation objects as required:
 Times for order operation
 Services
 Goods movement
 Causes of damage
 Measurement and counter readings
 Tasks
 Activities
You can also activate pushbuttons for the setting. This function enables you to reach less
frequently used confirmation functions using pushbuttons. Deactivated pushbuttons mean that
this function is not allowed for this profile.
If you only want to fill one part of a screen area with a presetting, then this can only be on the
left-hand side of the screen. An incorrect configuration of the screen area is automatically
corrected.
Procedure:

IMG Menu Plant Maintenance and Customer Service  Maintenance and
Service Processing  Completion Confirmations  Set Screen
Templates for Completion Confirmation
2. On the Change View “Set Profile for Screen Layout of Confirmations”: Overview
screen, Select New Entries.
Field name User action and values
Profile ORDER001
Profile Description Orders with “PM01” Key

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Header data Plant maintenance with order number

Screen area 1 Times for order operation
Screen area 2 Items
Screen area 3 Causes of Damage
Screen area 4 Tasks
Screen area 5 Activities
Second Column of all Not filled
Screen Areas
Active Pushbuttons.
Times Select
Services Select
Goods Movement Select
Causes of damage Select
Meas/Cntr readings Select
Activities Select
Items Select
10. Defining Proposed Reference Time for Technical Completion.
Use: The purpose of this activity is to define proposed reference time for technical completion of
order.
Procedure:

Settings for Order Types  Define Proposed Reference Time for
Technical Completion
2. On the Change View “Proposed reference time for order completion”; Overview
screen, choose New Entries.
Type PM01
Ref.time 3
5. Repeat steps 2 - 4 for Order Type PM02 to PM07.
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11. Define Maintenance Activity Types.
Use: The purpose of this activity is to define maintenance activity types.

At BSPHCL PM orders are created for Emergency, Corrective,
Preventive ,Refurbishment ,Condition Monitoring ,Capital investment ,General maintenance.
There could be various purposes of maintenance for creating these orders. There is specific
requirement of grouping orders as per the purpose of maintenance. Hence these purposes will
be configured as PM Activities.
Procedure:
Service Processing  Maintenance and Service Orders  Functions
and Settings for Order Types  Maintenance Activity Type  Define
Maintenance Activity Types
2. On the Change view “Maintenance Activity Types” Overview screen, choose New
Entries.
3. Make the following entries.
MAT MAT Description
001 Inspection
002 Preventive maintenance
003 Repair
004 Refurbishment material
006 Investment
010 Warranty case
011 Insurance case
012 Repair service
100 Shut down Activity
101 External Service
102 Emergency Maintenance
103 Emergency – OH Job
104 Emergency – UG Job
105 Emergency – DT Transformer
106 Emergency – Power Transformer
107 Corrective Maintenance
108 Preventive Maintenance
109 Overhauling of spare Assembly

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110 Refurbishment Power Transformer

111 Refurbishment DT Transformer
112 Refurbishment Other Equipment
113 Condition Monitoring
114 Capital Maintenance
115 General
12. Assigning Valid Maintenance Activity Types to Maintenance Order Types.
Use: The purpose of this activity is to assign valid maintenance activity types to maintenance
order types.
Procedure:
and Settings for Order Types  Maintenance Activity Type  Assign
Valid Maintenance Activity Types to Maintenance Order Types
2. On the Choose view “Valid Maintenance Activity Types for Each Order Type”
screen, choose New Entries.
Type Order type text MAT MAT Description
PM01 Emergency Maintenance order 101 External Service
PM01 Emergency Maintenance order 102 Emergency Maintenance
PM01 Emergency Maintenance order 103 Emergency – OH Job
PM01 Emergency Maintenance order 104 Emergency – UG Job
PM01 Emergency Maintenance order 105 Emergency – DT Transformer
PM01 Emergency Maintenance order 106 Emergency – Power Transformer
PM02 Corrective Maintenance order 100 Shut down Activity
PM02 Corrective Maintenance order 101 External Service
PM02 Corrective Maintenance order 107 Corrective Maintenance
PM03 Preventive Maintenance order 100 Shut down Activity
PM03 Preventive Maintenance order 101 External Service
PM03 Preventive Maintenance order 108 Preventive Maintenance

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PM04 Refurbishment Maintenance 109 Overhauling of spare Assembly

order
PM04 Refurbishment Maintenance 110 Refurbishment Power Transformer
order
PM04 Refurbishment Maintenance 111 Refurbishment DT Transformer
order
PM04 Refurbishment Maintenance 112 Refurbishment Other Equipment
order
PM05 Condition Monitoring 100 Shut down Activity
Maintenance Order
PM05 Condition Monitoring 101 External Service
Maintenance Order
PM05 Condition Monitoring 113 Condition Monitoring
Maintenance Order
PM06 Capital investment 101 External Service
Maintenance Order
PM06 Capital investment 114 Capital Maintenance
Maintenance Order
PM07 General Maintenance Order 101 External Service
PM07 General Maintenance Order 115 General
13. Default Values for Maintenance Activity Type for each Order Types.
Use: The purpose of this activity is to default values for maintenance activity type for each order
types.
Procedure:

and Settings for Order Types  Maintenance Activity Type 
Default Values for Maintenance Activity Type for Each Order Type.
2. On the Change view “MaintActiv Type Default for Order Types” Overview screen,
choose New Entries.
Type Order type description MAT MAT Description

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PM01 Emergency Maintenance order 102 Emergency Maintenance

PM02 Corrective Maintenance order 107 Corrective Maintenance
PM03 Preventive Maintenance order 108 Preventive Maintenance
PM04 Refurbishment Maintenance order 004 Refurbishment material
PM05 Condition Monitoring Maintenance 113 Condition Monitoring
Order
PM06 Capital investment Maintenance 006 Investment
Order
PM07 General Maintenance Order 115 General
14. Defining Partner Determination Procedure and Partner Functions.
Use: The purpose of this activity is to define partner determination procedure and partner
functions for service order.
Procedure:

Processing  Maintenance and Service Orders  Partner  Define
Partner Determination Procedure and Partner Functions
2. On the Choose Activity screen, choose Assign Partner Determination Procedure to
Order.
3. On the Change View “Assignment of Partner Determination Procedure to Order”
Overview screen, choose order types.
Order Description Partner Schema Description
Type
PM01 Emergency Maintenance order PM Plant maintenance
PM02 Corrective Maintenance order PM Plant maintenance
PM03 Preventive Maintenance order PM Plant maintenance
PM04 Refurbishment Maintenance PM Plant maintenance
order
PM05 Condition Monitoring PM Plant maintenance
Maintenance Order
PM06 Capital investment PM Plant maintenance
Maintenance Order
PM07 General Maintenance Order PM Plant maintenance

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15. Defining Scheduling Parameters for Maintenance Orders.
Use: The purpose of this activity is to define scheduling parameters for maintenance orders. We
can set the following scheduling parameters for every maintenance order and for every
maintenance plant:
 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:
Processing  Maintenance and Service Orders  Scheduling  Set
Scheduling Parameters
2. On the Change View “Specify scheduling parameters Overview screen, choose
Plant NBPD, Order Type PM01.
Plant NBPD
Order Type PM01
ProdScheduler *
Adjust Dates Adjust basic dates, adjust dep. Reqmts to
operation date
Scheduling Type Forward
Start in the Past 0
Automatic Scheduling Select
Shift Order Select
5. Repeat steps 2 - 4 for Plant NBPD and Order Type PM02 to PM07.
6. Configure the same above mentioned entries for remaining Planning plants
16. Manual Activity: Defining Number range for order type.

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Use: The purpose of this activity is to define number range for service order.
Procedure:
Transaction Code OION
Service Processing  Maintenance and Service Orders 
Functions and Settings for Order Types Configure Number
Ranges
2. On the Order number ranges screen, choose Maintain Groups (F6).
3. Click on PM01 which under Not assigned, choose select element (F2).
4. Mark the Modules group, choose Assign Element/group(F5).
6. Repeat step 2 to 5 for PM02 to PM07.
Order Type Number Ranges

PM01 110000000001 - 199999999999
PM02 220000000001 - 299999999999
PM03 330000000001 - 399999999999
PM04 440000000001 - 499999999999
PM05 550000000001 - 599999999999
PM06 660000000001 - 699999999999
PM07 770000000001 - 799999999999
17. Assigning Notification Types to Order Types.
Use: The purpose of this activity is to assign notification type to order type.
Procedure:
IMG Menu Plant Maintenance and Customer Service  Maintenance and

Service Processing  Maintenance and Service Notifications
 Notification Creation  Notification Types  Assign
Notification Types to Order Types
2. On the Change View “Order Type by Notification Type”; overview screen,

choose New Entries.
3. Make new entries by maintaining in the following data:
Typ Notification Type Type Order type text
M1 Emergency Maint Not PM01 Emergency Maintenance
order
M2 Corrective Maint Not PM02 Corrective Maintenance
order

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M3 Preventive Maint Not PM03 Preventive Maintenance

order
M4 Condition monitoring PM05 Condition Monitoring
Maintenance Order
M5 General Notification PM07 General Maintenance Order
18. Defining Scope of Check.
Use: The purpose of this activity is to define scope of check for functional location and
equipment.
Procedure:


Service Processing  Maintenance and Service Orders 
Functions and Settings for Order Types  Availability Check
for Material ,PRTs and Capacities  Define Scope of Check
2. On the Change View “Availability Check Control”; overview screen, choose New
Entries
A Descripti ChR Checki Include Stock in W/o Incl.purc
V on ng Rule Safety stock transfer Subcontrac hase
ting order
01 Daily.requi PM Checkin Select Select Select Select(X)
rement g Rule
for plant
maint
Incl.purc Incl.depe Include Includ Che Checkin

hase ndnet reserva e ck g
requition reps tions deliver with period:G
s ies out R
RLT
Select Select Select Select Sele 000
ct
19. Settlement Rule: Define Time & Creation of Distribution Rule.

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Use: The purpose of this activity is to define time and creation of Settlement Rule.
Procedure:

Functions and Settings for Order Types  Settlement Rule:
Define Time & Creation of Distribution Rule
2. On the Change View “Time for Settlement Rule, Distribution Rule for Sub-order”;
overview screen, choose New Entries.
Order Description Type
Type
PM01 Distribution rule for release No special handling for sub order
20. Maintain Control Keys.
Use: The purpose of this activity is to maintain control keys. In this step, control keys for the
individual operations of the maintenance orders will be defined. Control key of the operation
determine following activities:
Procedure:

Functions and Settings for Order Types  Control Key 
Maintain Control Keys
2. On the Change View “Control Keys for Operation”; overview screen, choose New
Entries
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Field / Parameters Description

Control Key PM01
Description Plant maintenance - internal
print Select
Print time tic Select
Confirmation 2
Print Confirm Select

Control Key PM02
Description Plant maintenance - external
print Select
Ext. Processing Select (+)
Sched.ext.op. select

Control Key PM03
Description Plant maintenance – external
(service)
Scheduling Select
Cost Select
print Select
Ext. Processing Select (+)
Service select

Control Key PM04
Description Plant maintenance – Refurbishment
Cost Select
Service select

Control Key PM05
Description Plant maintenance – internal
(service)
Scheduling Select
print Select
Print time tic. Select
Confirmation 2
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Service select
Control key – WCM – Work Clearance Management

Scheduling indicator specifies that operations and sub operation are scheduled if
specified in the control key is selected:
Determine capacity indicator specifies that capacity requirements are determined for
operations and sub operation if assigned to the control key is selected
Print indicators specify that the operations and sub operation are taken into account when
printing shop papers for order.
Confirmation specifies that operations and sub operation need to be confirmed.
21. Maintain Default Values for Control Keys for Order Types.
Use: The purpose of this activity is to maintain default values for control keys for order types.
Procedure:

Functions and Settings for Order Types  Control Key 
Maintain Default Values for Control Keys for Order Types
2. On the Change View “Control Keys Default”; overview screen, choose New Entries
Planning Plant NBPD
Order Type PM01
Order Type Description Emergency Maintenance Order
Control Key PM01
Control Key Description Plant maintenance - Internal
3. Repeat step 2 for Planning Plant NBPD and Order Type PM02 to PM07.
4. Save the entries.
5. Configure the same above mentioned entries for remaining Planning plants
In this step control key proposed in the operations of maintenance orders will be determined.
This is determined for order type.
For BSPHCL PM orders will be created with default control key as PM01. All orders will process
through “PM01” as control key. In case of specific situation where WCM process needs to be
followed, user will change the control key from “INT” to “WCM”.
22. Define Change Docs, Collective Purc. Req. Indicator, Operation No. Interval
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Use: In this following activities regarding PM orders are defined.

 Whether changes to the order header are recorded using documents and are displayed
in the form of an action log.
 The increment at which numbers for the individual operations should be assigned.
 Whether just one purchase requisition (collective purchase requisition) should be
generated for external material and operations for each order.
 Whether reservations or purchase requisitions relevant to materials planning should be
generated when an order is created or only when the order is released.
Procedure:

Transaction code SPRO
IMG menu Plant Maintenance and Customer Service  Maintenance and
and settings for order types  Define Change Docs, Collective Purc
Req. Indicator, MRP relevance
2. On the Change View “Increment for Automatic Operation Number””: Overview
screen, select the row with order type PM01 in plant NBPD.
3. Execute the following settings:
Field name User action and values
Increment 0010
OrdStChgDc Select
CollReqStn Select
Res/PurRq Immediately
Change Doc Select
4. Save your settings.
5. Repeat step 3 for Plant NBPD and Order Type PM02 to PM07.
6. Save the Entries.
7. Configure the same as given above for remaining Planning plant.
23. Define Priority Types.
Use: The purpose of this activity is to define Priority types.
Procedure:

General Data  Define Priorities
2. On the Choose Activity screen, choose Define Priority Types.
3. On the Change View “Priority Types” Overview screen, select new entries.
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Pr Typ Priority Type
PM Maint Order priority

24. Define Priorities for each Priority Types.
Use: The purpose of this activity is to define Priorities for each Priority types.
Procedure:

2. On the Choose Activity screen, choose Define Priorities for each Priority types.
3. On the Change View “Priorities for each Priority types” Overview screen, select new
entries.
Pr Typ Prior Priority Rel start Rel Priority SD ED
type End text Un Un
PM 1 PM priorities 0 1 1-Very D D
High
PM 2 PM priorities 0 2 2-High D D
PM 3 PM priorities 1 3 3-Medium D D
PM 4 PM priorities 2 5 4-Low D D
PM A PM priorities 0 4 U-Fuse- H H
Off:4H
PM B PM priorities 0 6 U-O/H H H
Line
BD:6H
PM C PM priorities 0 24 U-UG H H
Cable
BD:24H
PM D PM priorities 0 24 U-DTR- H H
Failure:24
H
PM E PM priorities 0 12 Scheduled H H
Outage:12
H
PM F PM priorities 0 10 Vol D D
Fluctuatio
n Enh
PM G PM priorities 0 3 Vol MO MON
Fluctuatio N
n UpGr
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PM H PM priorities 0 24 R-Fuse- H H
Off :24H
PM I PM priorities 0 36 R-O/H H H
Line
BD:36H
PM J PM priorities 0 48 R-UG H H
Cable
BD:48H
PM K PM priorities 0 72 R-DTR- H H
Failure:72
H
25. Define Priorities Type for Orders.
Use: The purpose of this activity is to define Priority Type for Orders.
Procedure:

2. On the Choose Activity screen, choose Define Priority Type for Orders.
3. On the Change View “Priority Type per Order Type” Overview screen, select new
entries.
Order Description PrTyp Priority type
Type
PM01 Emergency Maintenance order PM PM priorities

PM02 Corrective Maintenance order PM PM priorities
PM03 Preventive Maintenance order PM PM priorities
PM04 Refurbishment Maintenance PM PM priorities
order
PM05 Condition Monitoring PM PM priorities
Maintenance Order
PM06 Capital investment Maintenance PM PM priorities
Order
PM07 General Maintenance Order PM PM priorities
26. Define Default Values for Component Item Categories.
Use: The purpose of this activity is to define default values for Component Item Categories.
Procedure:
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Define Default Values for Component Item Categories
2. On the Change View “Item category default values for component assignment”:
Overview screen, choose New Entries.
Mat Type Plant Item Category
ZRSA NBPD L
5. Configure the same above mentioned entries for remaining Mat Type
7. Configure the same as given above for remaining Planning plants.
27. Activate Default Value for Current Date as Basic Date.
Use: The purpose of this activity is to define default value for current date as basic date.
Procedure:
Activate Default Value for current date as basic date.
2. On the Change View “Current Date Default for Basic Dates in Maintenance Order ”:
Overview screen, choose New Entries.
Planning Plant Default Current
date
NBPD Select
28. Assign Default Values for Settlement Areas to Order Types.
Use: The purpose of this activity is to define default value for the accounting area for every
Order type.
Procedure:

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Processing  Maintenance and Service Orders  Assign Default
Values for Settlement Areas to Order Types
2. On the Change View “Settlement Parameters for Maintenance Order ”: Overview
screen.
Planning Name Order Order Type Processing Scheduling
Plant Type Description Group Type
NBPD North PM01 Emergency

Bihar Maintenance order
Power
Distibution
NBPD North PM02 Corrective Maintenance
Bihar order
Power
Distibution
NBPD North PM03 Preventive
Power
Distibution
NBPD North PM04 Refurbishment
Power
Distibution
NBPD North PM05 Condition Monitoring
Bihar Maintenance Order
Power
Distibution
NBPD North PM06 Capital investment
Bihar Maintenance Order
Power
Distibution
NBPD North PM07 General Maintenance
Bihar Order
Power
Distibution
29. Maintain Settlement Profile.
Use: General order settlement contains settlement rule and perform a settlement run in
application.

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Settlement rule - Rule that determines which portions of a sender's costs are allocated to which
receivers.
Perquisite of this function are,
Create a settlement profile
Create a settlement structure
Define a number range
All these prerequisites are already created in the system; same will be utilized for BSPHCL.
Procedure:
Processing  Basic Settings  General Order Settlement  Maintain
Settlement Profile
2. On the Change View “Settlement Profile ”: Overview screen.
Field Value
To be settled in Full Select
Allocation Structure A3
Default Object Type CTR
Indicators-%settlement Select
Indicators-Equivalence numbers Select
G/L account Settlement not allowed
Cost center Settlement optional
Order Settlement optional
WBS element Settlement optional
Fixed asset Settlement optional
Material Settlement optional
Network Settlement not allowed
Profit. Segment Settlement not allowed
Sales order Settlement not allowed
Cost objects Settlement optional
Order Item Settlement not allowed
Business proc Settlement not allowed
Real Est. Object Settlement optional
Document type SA – (G/L account document)
Max.no.dist.rls 2
Residence time 3
30. Defining Object Information Keys.
Use: The purpose of this activity is to define object information keys when create notification or
order.
Procedure:
R-APDRP - BSPHCL
IT Implementation


Object Information  Define Object Information Keys
2. On the Change View “Object info parameters”; overview screen, double click on
the “PM”.
3. On the Change View “Object info parameters”; Detail screen, make entries in
the following data:
ObjectInfo Reference Contract Characteristics No.days
PM Object none Select 0365
Outstanding Completed Sel.completed Sel.days Automatically

Notif notifctns notifs view
Select Select Select 0365 Select
31. Assigning Object Information Keys to Order Types.
Use: The purpose of this activity is to assign object information keys to order types.
Procedure:


Object Information  Assign Object Information Keys to Order
Types
2. On the Change View “Object Info for Order Type”; overview screen, choose
New Entries.
OrTyp Description ObjectInfo
PM01 Emergency Maintenanc PM
PM02 Corrective Maintenan PM
PM03 Preventive Maintenan PM
PM04 Refurbishment Mainte PM
PM05 Condition Monitoring PM
PM06 Capital investment M PM

R-APDRP - BSPHCL
IT Implementation
PM07 General Maintenance

32. Define Default Value for Planning Indicator for Each Order Type.
Use: In this section, you can define 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.
Three order planning indicators are predefined by SAP:
 Planned order. You should use this indicator for order types, for which tasks can be
anticipated.
 Unplanned order. You should use this indicator for order types, for which the task
cannot be anticipated, but also need not be performed immediately.
 Immediate order. You should use this indicator for order types, for which the necessity
of the task cannot be anticipated, but where the task must be performed immediately.
Procedure:
Transaction code SPRO
IMG menu Plant Maintenance and Customer Service  Maintenance and
and settings for order types  Define Default value for planning
indicator for each order type
2. On the following screen, make the following entries:
Order Type Unplanned Order Immediate Order Planned Order
PM01 Select
PM02 Select
PM03 Select
PM04 Select
PM05 Select
PM06 Select
PM07 Select
Interim Period Considerations

N/A
Other Considerations e.g. archiving and conversion

N/A

R-APDRP - BSPHCL
IT Implementation
Impacts
N/A


Pmcon03 - BSPHCL - SP - PM - Maintenance Order - V1.1

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R-APDRP - BSPHCL

Solution Paper: Maintenance Order

Team: Plant Maintenance Asset Management

Reliance Team Lead PM Mukesh Gohil

Reliance SAP Track Prafulla Karande

BSPHCL –Module Lead:

 Have all major business decisions be documented?

 Have all related business events been analyzed?

 Have all updates on process variations been considered and incorporated?

 Have all major design considerations been documented?

 Have all configuration / enhancement rationale been documented?

 Have all interim period procedures and considerations been documented?

 Have all archiving, and conversion considerations been documented?

 Have all impacts, if any, to other functional / technical areas identified?

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Solution Definition Summary

Key requirements for order functionality are to:

Related Business Process Definition

BPD 1.1 Structuring of Technical Object (Equipment/ Functional Location)

Related Solution Papers

Annexure 1 – Maintenance Plant

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Required Business Decisions

 PM Order for the defects will be created through notification.

Business Decisions / Design Considerations

 At BSPHCL different type orders will be created for Breakdown maintenance,

Detailed Analysis and Design/ Configuration / Enhancement Rationale

1. Configuring Order Types.

Use: The purpose of this activity is to configure order types.

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Open Item Select

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Open Item Select

2. Indicate Order Types for Refurbishment Processing

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

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Field name User Action and Values

3. Indicate Order Types for Refurbishment Processing

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

4. Assigning Order Types to Planning Plants.

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

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3. Make the following entries:

NBPD North Bihar Power Distribution PM02 Corrective Maintenance order

5. Defining Default Values for Units for Operation.

6. Defining Documentation for Goods Movement for the Order.

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

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7. Assigning Costing Parameters and Results Analysis Keys.

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

4. Choose Save and Back.

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8. Defining Control Parameters for Completion Confirmations.

Post Open reservs. Select

PM02 Final Confirmation Select

Post Open reservs Select

PM03 Final Confirmation Select

Post Open reservs. Select

PM04 Final Confirmation Select

PM05 Final Confirmation Select

Post Open reservs. Select

PM06 Final Confirmation Select