SAP _ PM /EAM Configuration 6

Define Object Types

Define media for Object links
Define Number Ranges for Object Links
Define Transaction-Based Default Values for Object Types
Set Modification Parameters for BOMs
Define BOM Status
Define BOM Usages
Define Default Values for Item Status
Define Copy Default Values for Item Status
Define Valid Material Types for BOM Header
Define Responsible Designers/Laboratories
Define History Requirement for Bills of Material
Define Work Center Types and Link to Task List Application
Define Field Selection
Set Parameters
Define Standard Value Keys
Define Employees Responsible for Work Centers

Define Object Types

In this step you can define new object categories for the object links.

Every object link is allocated to an object type. A status profile can

be allocated to each object type.

You can use several object types in an object network.

Standard settings

An object type is contained in the standard system.

Note

If you want to use just one status profile for all object links and do
not need the object type as a selection criterion, you can use the
standard system.

In this setting, you can still determine whether any alphanumeric object
link numbers may be given.
Define Media for Object Links

In this step you can define the media that are allowed for object links.

The medium indicates the kind of link (electricity, gas,

telecommunications cable etc.) and you can define it freely.

You can enter the material number for an object link for informative
 purposes in the field provided.

Example

You are defining a medium for a cooling system. Only one particular type
of coolant is allowed in this cooling system, and so you enter the
number of the permitted coolant in the "Material" field.

Note

You should also supply a descriptive text for each medium, as this will
be displayed in the associated transactions.

Activities

Define the media for your object links.

/
Define Number Ranges for Object Links

Use this menu option to define the number ranges for object links.

You have the following options:

o internal number assignment

With internal number assignment, the numbers are assigned
automatically by the SAP system. The number range 01 must be
created.

o external number assignment

With external number assignment, the numbers are assigned manually
by the user. The number range 02 must be created.

Activities

Define the number ranges for your object links, depending on whether you
require internal or external number assignment.

You transport number range objects as follows:

Choose Interval -> Transport in the accounting document Number Range

screen.

All intervals for the selected number range object are deleted in the
target system first. After the import, only the intervals you export are
present. The number statuses are imported with their values at the time
of export.
Define Transaction-Based Default Values for Object Types

This step allows you to define the default values for the object types
for the maintenance transactions associated with the objects in Plant
Maintenance.

Recommendation

Before you maintain the default values, you should check which of the
object categories that you have entered will be used most often in the
productive system.

This should then be set as the default value in the case of the
appropriate transaction.

Requirements

You must have maintained the following object categories:

o equipment category

o functional location category

o reference functional location category

Activities
 Define the object category default values for the maintenance
transactions associated with the objects in Plant Maintenance.

Set Modification Parameters for BOMs

This step allows you to define the following central settings for your
BOMs:
o Activating validity maintenance
If you activate validity maintenance, you then have the option of
specifying a "valid from" date when maintaining a BOM. If validity
maintenance is not active, BOMs are created with the current date or
if necessary with the internal system low date (1.1.1990).

o Activating the low date

If you activate the low date (1.1.1990), this will be proposed as
the "valid from" date instead of the current date.

o Activating engineering change management

o If you activate engineering change management, you have the option

of making BOM changes with a history in reference to a change number
(in other words the state of the BOM before and after the change
will be recorded in the system).
If you deactivate engineering change management, you cannot make any
changes in the BOM with a historical record.
You only determine in this step whether or not BOM maintenance can
be carried out with engineering change management. You specify in
the menu option "Determine history requirement for BOMs" whether the
use of engineering change management is compulsory in particular
cases.

o Size unit for 'piece'

Here you can define a proposed unit of measurement for the BOM
header and the BOM items. Remember that the base unit of measure for
equipment BOMs and functional location BOMs is always 'piece'.

o Explosion type BOM item

You only use this indicator when you have activated the BOM
engineering change management.

o Activating the CAD switch

If you want to maintain BOMs from a CAD system, activate the CAD
switch. This switch ensures that an additional field appears in the
BOM header and BOM item. This field tells you whether the BOM header
or BOM item was maintained from the CAD system.

Note
The modification parameters set here are valid both for material BOMs
and equipment BOMs. This is, as a rule, a one-time setting which should
not be changed once the system is productive.

Default settings

The following settings are supplied in the standard system:

o validity maintenance and EC management are active

o the current date is proposed

o CAD is active

Recommendation

It is recommended that you use the SAP standard settings.

Activities

Define the central settings for BOMs.

Define BOM Status

You can define the possible BOM statuses in this menu option.

The BOM status controls other activities in different areas (for

example, engineering, costing, material requirements planning).

Example of default settings

1 - BOM active

This BOM can be exploded in material requirements planning, for exam

and can be released for the planned order.

2 - BOM inactive

The editing options above are not possible.

Recommendation

SAP recommends that you accept the settings defined in the standard
system. In this case, no action is required on your part.

Activities
 Define the possible BOM statuses.

Define Default Values

This menu option allows you to define the following default values for
the maintenance of BOMs:
 o Base quantity
All compoment quantities in a BOM refer to the base quantity. The
SAP System proposes the base quantity when you create a BOM.

o BOM status
The BOM status
controls activities in other organizational areas. The SAP System
proposes the BOM status when you create a BOM.

o Size unit
The size unit entered here will be used for variable-size items if
you do not maintain a unit for them. It will be specified in
millimeters (= mm).

o Unit of measure for variable-size part

The unit of measure of the variable-size part will be proposed when
you maintain variable-size items.

Further notes

The default values that you enter here are valid both for material BOMs
and for equipment BOMs.

Requirements

You must have already processed menu option

"Define BOM status".

Recommendation

You should use the default value supplied by SAP for the unit of measure
for variable-size parts. It does not make sense to change this value.

Activities

Define the following default values for maitaining BOMs:

o base quantity

o BOM status
o size unit

o unit of measure for variable-size part

Define BOM Usages

 When you maintain BOM usage, you define the user departments
(production, plant maintenance, engineering and so on) by which a BOM of
a particular usage can be used.

Note

o BOM components that are needed by several user departments (for

example, production and plant maintenance) can also be used jointly
in material BOMs.

o Once BOMs exist for a BOM usage, the usage can no longer be deleted.
Furthermore, the usage can also only be changed to a limited extent.

o The indicator that shows the usage is relevant to plant maintenance

should only be used when this is the case.

Recommendation

You should decide first of all whether you want to use separate BOMs for
the individual areas within the company or whether you want to use joint
BOMs for several areas.

If you have BOMs that are related to a particular area, you can maintain
the BOMs separately for each area. However, this may involve an increase
in the amount of time it takes to maintain all the BOMs.

Use the BOM usages that have already been set up and change the item
status control if necessary. Define any further BOMs according to your
requirements.

Activities

Define the BOM usages.

Define Default Values for Item Status

You can define default values for the item status for each BOM usage in
this menu option. The item status is proposed in BOM maintenance when
you create new BOM items.
 Bear in mind that the status spare part indicator refers to the
production BOMS and not to the maintenance BOMs. This means that you may
not use the item status spare part indicator in maintenance BOMs.

Requirements

You must have already defined the BOM usage.

Recommendation

When defining the default values, pay attention to the settings allowed
in the definition of the BOM usages. The SAP System checks the
consistency of the settings automatically.

In the case of maintenance BOMs, you should always check the indicator
maintenance relevant.

Note

You should at least define default values for the item status indicators
that you have already specified as required entries when defining the
BOM usage.

Activities

Configure the default values as necessary for the item status of the
individual BOM usages.
Define Copy Default Values for Item Status

If you want to use the BOMs of other user departments as a reference

when creating maintenance BOMs, you can specify in this menu option that
the item status of the copied item is to take on certain features for
maintenance BOMs.
 Example

You want to use production BOMs as a reference for plant maintenance.

The item statuses 'production' and 'construction' are allowed in the
production BOM. You only want the item status 'PM' allowed when the
maintenance BOM is maintained.

Define for the corresponding BOM usage (reference) and the BOM that is
to be created (e.g. usage '4' for plant maintenance) the item statuses
that are to be assigned to the individual items when a BOM is created
with a reference.

The following rules apply:

o If a BOM usage has default copy values, they will be followed

whenever items are copied.

o If a BOM usage has no default copy values, all the indicators that
are allowed in the new BOM will be copied when an item is copied.

Note

If you only use the item status 'PM' for maintenance BOMs, you do not
need to maintain default copy values, as the system copies all the item
statuses that can be copied on the basis of the BOM usage, which in this
case is simply only the item status 'PM'.

Actions

Configure the necessary default copy values.

Define Valid Material Types for BOM Header

You can define whether BOMs can be created for materials of a particular
type for each BOM usage in this menu option.

You have the option of masking the material type entry.

 When you create a new BOM, the material type is checked as follows:

o The entries that are fully qualified (those not masked) are checked
first. The masked entries are checked last.

o Your choice of control indicator determines whether the entry is

allowed or not.

Example:

Example of allowed material types in BOM

Recommendation

SAP recommends that you accept the settings defined in the standard
system. In this case, no action is required on your part.

Actions

1. Define the allowed material types for the BOM header.

2. Enter new material types if necessary.

 Define Responsible Designers/Laboratories

You can allocate a main engineering office or laboratory to each BOM.

The engineering office or laboratory is maintained in the BOM header.

The entries for laboratory and office are also used by the Materials
Management (MM) component. You should contact the person responsible for
the MM component before you delete any entries.

You can use this assignment for evaluation purposes.

Activities

Define the engineering offices or laboratories.

Define History Requirement for Bills of Material

You can define in this menu option whether changes can only be made with
a history (change master record) to BOMs of a particular BOM usage and
BOM status.
 Note

If you do not make any settings, you can maintain BOMs either with or
without a history.

Once a BOM has been changed with a history, you can only change it again
with a history.

Exception:

There is a special authorization that lets you change BOMs without a

history that have previously been changed with a history.

Example

You want changes to active maintenance BOMs to be documented in the

system. This means that you must activate the history requirement for
BOM usage '4' and status '1' when you are working with the default
settings.

Requirements

If you want BOMs to be maintained with a history, the following

conditions must be fulfilled:

o EC management must be active

o validity maintenance must be active

Activities

Define the BOM usages and statuses for which BOM changes must occur with
a history.
Define Work Center Types and Link to Task List Application

Use

In this IMG activity you define the work center types. Every work center
is assigned to a work center type during creation, which determines the
 following:

o The allowed task list application (for example, plant maintenance,

production)

o The screen sequence (for example, basic data, capacity data)

o The field selection

o Whether changes to the work center should be documented with change

documents.

In the graphical display of line hierarchies, the work centers can be

represented with different colors depending on the work center type. To
do this, define a color for the respective work center type.

You can maintain a status profile for each work center category. This
entry is only considered for resources. If you enter a status profile,
then the resources of all user statuses defined in this status profile
are available. You can find further information on resources in the
implementation guide (IMG) of the process industry under Resources.

Standard settings

In the standard system, task list application I is used for task lists
in plant maintenance.

Likewise 'Statistical work center types' are also delivered. You cannot
use a work center allocated to a 'Statistical work center type' as a
processing work center.

Recommendation
If you have to define several types, you should also define the key of
the work center type as the screen sequence key and the field selection
key respectively.

The field selection should not be changed. You should use the SAP
default settings.

Activities

Notes
 1. Clarify which work center types you need and determine thereby
whether the work centers are only used in Plant Maintenance and
Customer Service or also in other areas (for example, production).

2. Determine the work center types and descriptions.

3. Assign the keys of work center types for the screen sequence that
serves as a reference.

4. Assign the keys of work center types for the field selection that
serves as a reference.

5. Link the work center category to a task list application.

Example

Example for defining several work center types

Check field & click application

Define Field Selection

In this step, you can select fields for the following screens:

o Task lists
 o Header screens

o Sequence screens

o Operation screens

o PRT overview

o PRT details

All of the screens where field selection is possible are combined into
individual screen groups (for example, all list or detail screens for
task lists).

For each screen group you define the modifiable and influencing fields:

o For modifiable fields, you use an indicator to determine how the

individual fields are displayed on the screen:

- Field is ready for input (standard setting)

- Field requires an entry (required entry)

- Field is display only

- Field is hidden

- Field is highlighted

If, for example, you determine for the list and detail screens for
confirmation within the network that "work center" is a required
entry, you must maintain the work center in all confirmations.
o For the influencing fields, you determine how the modifiable field
is displayed on the screen, depending on a value (for example, "work
center" is a required entry for a certain order type).

Note

The field selection settings you define can be transported and will
remain unchanged when you upgrade to a new release.

If a modifiable field becomes a required entry because of a change to an

influencing field, the system does not check whether this field is
filled in objects that already exist.
 You cannot modify required fields that are already hard-coded for the
application.

Standard settings

There are no default settings for field selection.

The modifiable and influencing fields are defined for each screen group
and cannot be extended.

Activities

You have several options for defining a field selection:

To maintain the indicators for modifiable fields independently of any

influencing value, proceed as follows:

1. Place the cursor on a screen group.

2. Choose the function key Modifiable.

All of the fields that you can modify for this screen group are
displayed.

3. Maintain the indicators and save your entries.

To maintain an influencing value for an influencing field and then the

indicators for modifiable fields, proceed as follows:

1. Place the cursor on a screen group.

2. Choose the function key Influencing.
All of the fields for which you can maintain influencing values are
displayed.

3. Double-click on the influencing field for which you want to maintain

a value.

All of the fields which you can modify for the influencing value are
displayed.

4. Maintain a value in the field Contents and the corresponding

indicators for the modifiable fields.

5. Choose Enter.
 Your entries are accepted.

6. Maintain additional values for the influencing field, or select

additional fields using the function key Influencing.

7. Save your entries.

To maintain an indicator for a modifiable field and specify the values

of the influencing fields, proceed as follows:

1. Place the cursor on a screen group.

2. Choose the function key Modifiable.

All of the fields which you can modify for this screen group appear
on the screen.

3. Double-click on a modifiable field for which you want to maintain

influencing values.
All of the influencing fields appear on the screen.

4. Place the cursor on an influencing field for which you would like to
enter a value and select New Values.
You see a dialog box.

5. Maintain the value and indicators for the influencing field, and
choose Continue.
The values are accepted.
Click “cost centre assignment”

Don’t disturb any field

Set Parameters

Use

In this menu option, you define the parmeters. You assign these
parameters to the default value key.

You can give these default values any meaning you want. The most
commonly used default value in Plant Maintenance is the "duration of
internal processing".

Under certain circumstances, you must also be able to plan other default
values such as "personnel times" and/or "cleaning times".

Notes

Note that the meaning of the fields is defined by the key words.

You should choose short simple terms if you want to use the parameter
later in the formal definition.
Check SAP_02 _ Machines & click display
Define Standard Value Keys

Use

You can define the standard value keys in this step. The standard values
are planned values for calculaing the execution time maintenance task
list and service task list.

Maintenance processing and service processing only take into account the
the duration of an operation for the scheduling of the orders. For work
centers that are used by maintenance or service only, use the standard
value key for which no standard values are defined.

Notes

A fixed default value "labor" is automatically assigned when you create

work centers for maintenance- and service processing.

Standard settings

Work with the standard settings.

Check “SAP1_ Normal Production” & click details
Define Employees Responsible for Work Centers

Use

In this key, you can store the person or the group of people responsible
for maintaining the master data of a particular work center.

This area of responsibility does not refer to possible planning

activities but to the management of the work center in the sense of
parameter maintenance instead.

Activities

Define the person in charge of the work centers.

Check field “plant =7000 , responsible =AMF , description= Assistant Manager Fleet
maintenance”