null SAP
PLANT MAINTENANCE QM
Quality
ManagementHR
Human
ResourcesSAP Plant Maintenance SAP PM - Integration Materials Management (MM)
Cost Accounting (CO)
Financial Accounting (FI)
Asset Accounting (AM)
Human Resources (HR)
Project System (PS)
Production Planning (PP)nullCreate
Work
OrdersNotificationsPlanned
Work OrdersSchedule
WO’sParts/SuppliesLabor Preventative/Predictive
Maint. WO’s M a s t e r D a t aClose and
Settle WOReportingSpecial
ToolsPre-defined
work stepsEmergenciesExternal
ServicesMaterial
RequisitionsShop
PapersF
I
N
A
N
C
I
A
L
SM A T E R I A L S M A N A G E M E N TPM Integrated Environment SAP PM - WorkflownullOverall Process Flow:Preventive MaintenanceScheduleCreate Work OrderPlan WorkNotificationParts CollectedPerform WorkClose Work OrderStructure
(Technical Objects) SAP PM - Master DatanullKEY TERMINOLOGY
Functional Location
The Functional Location is a hierarchy (like a tree structure or organizational chart structure) which identifies the area in a plant site where a piece of equipment is located, where it is installed, and where maintenance is to be tracked. It can be based on floor plan location or on process and instrumentation diagram structure.
nullFunctional Location and its hierarchy
PlantAreaBuildingFloorLocationSub locationRoomnullKEY TERMINOLOGYEquipment
- Individual, physical object which is to be maintained independently. Costs, where it has been used, and repair history are recorded
examples:
production equipment
transport equipment
buildings
maintenance equipment
utility equipmentnullEquipment Master Record
The Equipment Master Record contains the fixed data for equipment, the physical location of the piece of equipment, accounting data, location where the maintenance is to be tracked and location of spare parts.
KEY TERMINOLOGYnullKEY TERMINOLOGY
Spare Part
A Spare Part is a replacement part (pump impeller), collection of parts (pump housing) or complete replacement unit (pump, baseplate, motor). It is a storeroom item which can have a safety stock, or can be ordered only when required.
SAPnullKEY TERMINOLOGY
Bill of Materials (BOM)
A bill of materials is a list of spare parts for a piece of equipment.
nullMaintenance StructuringUnique Equipment #nullMATERIALBILL OF
MATERIALEQUIPMENTPROCESSHIERARCHICAL VIEW OF
PLANT EQUIPMENTSPARE PARTSPARTS LISTSPUMPS, MOTORS
INSTRUMENTS, ETC....PROCESS STEP, OR GROUPS OF
UNIT OPERATIONSFUNCTIONAL
LOCATIONSLOCATION OR UNIT OPERATIONSnullTask Lists Type General Task List- Ideal for plants with multiple pieces of equipment that use routine/common applications.
Equipment Task List- Most suitable for smaller plants and/or operations for a specific piece of equipment.
Functional Location Task List - Most suitable for tasks that need to be done in an area versus a specific piece of equipment. Work CentersWork CentersDefinition:A producer of work: a production workcenter is a production train, a maintenance workcenter is a mechanic or production worker doing maintenance tasks.nullKEY TERMINOLOGYNotification
A notification is the request for maintenance to be
performed on a piece of equipment within a functional
location. It is used to track damage history and activities
done on a piece of equipment. A notification can be
converted to a work order where actual work and cost
can be tracked.
NotificationsNotificationsPurpose
Request for work to be done
Capture history for the equipment and the location
Contents
Requester
Short Narrative of Problem
When the work is required
Location/Equipment
Cause/Damage Codes
Activities donenullKEY TERMINOLOGYWork Order
The work order is used to collect cost information accumulated from labor, material and services used. Time and resource planing and parts ordering is done through the work order. A work order can be created from a notification or may be created directly.
Work OrderWork OrderPurpose
To assign people
Order needed parts
Link required tasks to the job
Collect and track all costs to the job
Contents
Carries over info from the notification
Printed workorder papersPreventive Maintenance in SAPPreventive Maintenance in SAPTask ListMaintenance
ItemMaintenance
PlanMaintenance
ScheduleMaintenance Orders Maintenance
Strategy (Time
or Performance)
Maintenance
Packages (how
often)
Operations
Personnel
MaterialsTask List
Object List
(Eq or FLOC)Maintenance
Item
Maintenance
Schedule
(start date)Maintenance
Calls (creates
workorders)
Schedule Forecast
nullKEY TERMINOLOGY PMO - “Preventive Maintenance Orders”
Task Lists
A library of operations. It provides information on the assigned work center and the resources required.
Maintenance Strategies
Represent the general scheduling rules for the maintenance tasks you want to perform. Whether the task is scheduled on time or performance.
Maintenance Packages
Defines the exact number of days, weeks, or months that activities will be carried out.
nullKEY TERMINOLOGY PMO - “Preventive Maintenance.”
Maintenance Item
Describe which technical objects requiring maintenance, as well as, the maintenance activities and operations to be performed.
Maintenance Plan
Consist of Maintenance Items and a Maintenance Schedule, and is used to determine the due dates for the maintenance operations to be performed on the allocated objects.
Scheduling
The system calculates the start and finish dates of orders or of
operations within an order.
SAP PM - Configured SystemPM Scenarios 1: Master Data StructurePM Scenarios 1: Master Data StructurePM Scenarios 2: Maintenance Notification to Costs SettlementPM Scenarios 2: Maintenance Notification to Costs SettlementPM Scenarios 2: Maintenance Notification to Costs Settlement (Cont’d)PM Scenarios 2: Maintenance Notification to Costs Settlement (Cont’d)PM Scenarios 3: Initial PM Program to Automatic Generation of Maintenance OrderPM Scenarios 3: Initial PM Program to Automatic Generation of Maintenance OrderPM Scenarios 3: Initial PM Program to Automatic Generation of Maintenance Order (Cont’d)PM Scenarios 3: Initial PM Program to Automatic Generation of Maintenance Order (Cont’d)PM Scenarios 4: Plant Maintenance Information SystemPM Scenarios 4: Plant Maintenance Information System SAP PM - BenefitsRecords History to Location and Equipment
Captures all Costs for a Work Order
Direct Link to Store room
Direct Link to Purchasing
Ability to Check for Equipment Spares
Ability to View Work Load Capacities
Allows for Maintenance Reporting
Allows for Comparison of Planned and Actual Costs
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