SAP PM MODULE

SAP PM Overview

The R/3 Plant Maintenance (PM) application component provides you with a comprehensive software solution for all maintenance activities that are performed within a company. The uniform, graphical user interface is particularly user-friendly and quickly meets with acceptance, thanks to the numerous possibilities that are available for tailoring it to meet individual requirements.

The data and functions of all maintenance procedures performed within a company can be fully interconnected.
The openness of the R/3 System enables you to use external systems that are integrated with the PM component, such as geographical information systems (GIS), computer-aided design (CAD) systems and supervisory control and data
acquisition (SCADA) systems
The SAP Plant Maintenance comprises of the following activities such as inspection, to measures and establish the actual condition of a technical system, preventive maintenance to measures and maintain the ideal condition of a technical system, repair to measures and restore the ideal condition of a technical system and other measures that need to be taken using the maintenance system.
SAP PM is closely integrated with other modules (for example, Materials Management, Production, Sales and Distribution, Personnel Management, and Controlling) the data is always kept current and processes that are necessary for Plant Maintenance and Customer Service are automatically triggered in other areas (for example, a purchase requisition for non-stock material in the Materials Management/Purchasing area).

Category	EXAMPLE
Cat.	Description
1	Machine
2	Stat. WkCtr MchneGrp
3	Labor
4	Stat. WkCtr LaborGrp
5	Plant maintenance
6	Project management
7	Production line
8	Processing unit
9	Labor resource
10	Production line
11	Zone
12	Station
13	TEST LABORATORY

STEP BY STEP

1. CREATE NOTIFICATION

IW21

TYPE –P2

ENTER

NOTIFICATION ----BEARING ABNORMAL SOUND

FUNCTIONAL LOCATION

PLANNER GROUP

MAIN WORK CENTRE

REPORTED BY----NAME

PRIORITY

2. MAINTENANCE PROCESSING -> NOTIFICATION -> LIST EDITING -> CHANGE

IW28

Notification date

Main work centre: XXX-X

PLANNING PLANT: XXX

PLANNING GROUP: XXX

←^Ι

3. ORDER CREATION FROM NOTIFICATION

IW28 -

Notification date

Main work centre: XXXX-E

PLANNING PLANT: XXXX

PLANNING GROUP: XXX

SELECT NOTIFICATION

GO TO

NOTIFICATION

ORDER (GENERATE ORDER)

GO TO ASIGNMENT

FUND MANAGEMENT

FUND CENTRE

FUND

←^Ι

4. NOTIFICATION  CLOSING

IW28 -

Notification date

Main work centre: XXX-E                           

PLANNING PLANT: XXXX

PLANNING GROUP: XXX

SELECT NOTIFICATION

GO TO

NOTIFICATION

PUT IN PROCESS (GREEN FLAG)

GO TO ASIGNMENT

FUND MANAGEMENT

FUND CENTRE

FUND

←^{Ι
COMPLETE TECHNICALLY (BLACK FLAG)}

             

5. ORDER CREATION

IW31

ORDER TYPE---P2

PRIORITY---IMMEDIATE

FUNCTIONAL LOCATION : XXXX

←^Ι

ORDER PMP2------STREET LIGHT MAINTENANCE

GO TO

ASSIGNMENT

FUND MANAGEMENT

FUND

←^Ι

GREEN FLAG

SAVE

6. ORDER OPEN REVIEW

IW38

MAIN WORK CENTRE ---XXXX-E

PLANT WORK CENTRE –XXXX

PERIOD----- TO ---------

PLANNING PLANT----XXXX

←^Ι

7.  ORDER CLOSING 

IW38

MAIN WORK CENTRE --- XXXX

PLANT WORK CENTRE –XXXX

PERIOD----- TO ---------

PLANNING PLANT----XXX

←^Ι

COMPLETE TECHNICALLY

8. ORDER CLOSING   WHEN ORDER IS KNOWN

IW32

SELECT

GO TO

ASSSIGNEMNET

FUNDMANAGEMENT

FUND ----XXXX

RELEASE

COMPLETE TECHNICALLY

DATE

TIME

ENTER

9. EXCELL SHEET

INFORMATION SYSTEM

LOGISTIC

PURCHASE DOCUMENT

PO NO

BY PO NO

ENTER

ITEM SELECT

GO TO

 SERVICE

LOCAL FILE

SPREED SHEET

ENTER

FILE NAME

GENERATE

DESK TOP

REARRANGE

10. WORK CENTRE REVIEW

T-Code: IR03

Enter

Plant –XXXX

Work centre --√drop down

Work centre category -XX

Plant-XXXX
Enter

SAP WORK CENTRE

 

RA Bill Service Entry Sheet in SAP

RA Bill (Service Entry Sheet)  in SAP

T-Code: ML81N - Logistics -> Materials Management -> Service Entry Sheet -> Maintain

service entry sheet

Usage : Service Entry Sheet is to be used for  :

1.      Creation of RA bill

2.      Creation of Measurement Book

3.      Specify Recovery of Chargeable issue (if applicable)

4.      Specify Secured advances (if applicable)

5.      Specifying Charges to be deducted from Vendor  e.g electricity , water etc. (if applicable)

Steps :

1.      Find out and note/check  the SAP Purchase Order number.

Use path : Logisticsà Materials Managementà Purchasingà Purchase Orderà Display

Select using dropdown.

2.      After knowing the PO number. Come to the Sevice Entry Sheet screen by :

 Path : Logisticsà Materials ManagementàService Entry Sheet

3.      Click on “maintain” button. In next screen enter Purchase Order number. Press Enter.

4.      Next Screen title will be “ Maintain Service Entry sheet : Overview” . Traffic lights of earlier created service entry sheets will be shown here. For first time it will be blank.

Click on “create entry sheet” button  (first button). Next screen title will be “xxxxxxxx create entry sheet”. Xxxxxx is number of entry sheet being created.

5.      On screen “xxxxxxxx create entry sheet” enter following details:

i)                    Account Assignment category : <Z for maint service etc., F  for maint. Order, select relevant one using drop down> “REVENUE NATURE JOBS”

Z requires à a.  G/L Account code  b. cost center  c. Fund

K requires à a. G/L Account code  b. cost center

F requires à Maint. Order number.

See Annexure 1. For G/L account code for Rep. & Maint.

See Annexure 2 for Cost center. It can also be also known by drop down.

It is very important to make sure that u have sufficient fund to cover up the amount of RA bill which u are creating.

Account Assignment category : <Would be defaulted as “N” or “F” as the case may be in case of Service Entry creation for Capital Jobs. “CAPITAL / AF NATURE JOBS”

ii)                  Service Short Text : < Enter small description of bill>

iii)                External Number : < enter no of R A bill>

(This would be printed in the field – “RA Bill / Final Bill:” field of the service Entry sheet).

iv)                Serv. Location : < enter place where service was carried out. Example ‘At FCC unit”>

(This would be printed in the field – “Name of the department: ” field of the service entry sheet print out).

v)                  Period : Enter Bill’s “From date” to   “To date” >

 (This would be printed in the field – “Period of work:” field of the service entry sheet print out.

If the RA bill is the first RA Bill then the Date given in the From Date field would appear in all the running bills in the field – “Date of Commencement:” field in the service entry sheet printout.)

vi)                Int. pers. Resp: <designation of person preparing the bill 100%>

 (This would be printed in the field – “Measurement entered by:” field of the service entry sheet print out).

vii)              Ext. pers. Resp: <designation of  higher person e.g. 50%>

 (This would be printed in the field – “Measurement checked by:” field of the service entry sheet prints).

               Now, press enter or “sun rise” button.

6.      Next screen title will be “ Entry Against PO xxxxxx item xxxx Maintain”

Here, u have to copy relevant items from Po for which bill is being made. Do not enter any thing on your own.

a.  Press button “service sel.” (First button on left). It will open a small message box telling u the PO number. Press enter straight away.

b. Next screen will contain the PO items. U mark the relevant one and press “services” button (first button on left).

c. In case of Revenue nature Jobs à Now system will ask u (based on the account assignment entered) the G/L account, cost center or Fund code (as the case may be).

Please enter relevant details and click on button “auto repeat” in the lower line.

In case of Capital / AF nature jobs à the G/L Account & account assignment details are picked up by the system from the PO directly.

7.      Now , the relvant services are copied on to the bill. Please note the quantity. It is the balance qty from PO. Erase this quanity.

a. For running PO’s (PO of before 31.12.2001) enter in qty field , the % payment u are making to vendor with respect to the remaining value of work order. Press save button. Note the message. Your bill is saved with traffic light “red”.

b. For Po’s of date after 1.1.2002 , u will first measure the qty of each line item and enter that only.

For this, mark the line item, and follow GoTo -> Measurement details in the same screen. A measurement sheet will be opened. Here, mention the measurement. Use formulaes if required, otherwise directly fill in the quantity column.

Note : If u are using the formulaes, enter the variables value used in formulaes in the same order as it appears in formulaes description.

e.g for rectangle (L*B), enter L in value 1 and B in value 2 column.

Press enter and note the qty. save. Use back arrow to come out.

Write above qty. in “qty” column.

For entering the Memorandum of Payments into the service entry sheet for entering the deductions to be made by finance:

Click on the Long text icon, which is located next to the service short text field on the service entry - Create screen.

Then use menu path – Insert à Text à Standard. This will open a small message box with contents of Text Object – “TEXT”, which is greyed out, then the Text name field - which is blank, Text ID – which is filled in as “ST” & Language – which is blank. Now click on the drop down button of the field – Text Name.

This will open a new screen à Find Standard Texts.

Here ensure that the following entries are available on the screenà

Text - Blank,

Text ID – ST

Language – EN

Now press the icon - Execute (The icon resembling Watch, on the extreme top left corner). In the next screen system throws open the list of Standard Texts available. Select “Z_MEMORANDUM OF PAYMENTS” from the list & Double click on the same. Now you are again back on the initial small message pop-up screen with the selected standard text.

Select the icon – Expand Immediately icon on the bottom of the pop-up screen & press enter (Green Tick). Now the entire text is included. Enter the deductions to be made in the relevant columns. Now use back arrow to come back to the initial screen.

Press Save button. Service Entry Sheet will be saved in red traffic light.

ACCEPT Service Entry Sheet :

1. Come to Maintain 0Service Entry Sheet by following the path:

Path : Logisticsà Materials ManagementàService Entry Sheet

2. Enter Purchase order number and press enter.

3.      Next Screen title will be “ Maintain Service Entry sheet : Overview” . Traffic  lights of earlier created service entry sheets will be shown here.

4.      Now select by placing mouse cursor  on the “service entry sheet in “red” traffic light that u want to accept.

5.      Go to Header (“topi” button). Now click on “Flag” button.

6.      Save. Service entry sheet will be accepted. It’s traffic light will be changes to “green”

Print Service Entry Sheet / Measurement Sheet :

1.      Follow path : Logisticsà Materials Managementà Service Entry Sheet. Look for printer icon.

2.      Click on printer icon. On Next screen Enter PO number.

3.      Also, for print of Service Entry Sheet (SES), Measurement Sheet (MES) together leave “message type” field blank. Otherwise for SES alone type SES in “message type” field.

4.      Click on Execute (watch like) button. On next screen select in indicator box (by mouse click) the SES number that u want to print.

5.      Click on “display output”  button. See all the pages. If these are ok. Click on printer button. Print out will appear from your default printer. Make sure of the status by seeing the ‘SAPLPD” screen.