Sap Pm Glossary

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1. PLANT MAINTENANCE GLOSSARY

Term Meaning

Activities Activities are used to document the work performed for anotification. They are particularly important for inspections,because they prove that certain tasks have been performed.

Activity type

Key identifying the activity type used in other types of internalprocessing in costing.

Subdivides tasks within an order type and serves evaluationpurposes (inspection, routine maintenance, preventivemaintenance, refurbishment, cleaning, and so on.

!ot to be confused with "# activities, which are assigned to thecost center and enable work valuation during operation.

AssemblyThe assembly is part of the ob$ect structure (ob$ect %#M and isused to precise the damage location.

Activity report An activity report is the notification type used to report theactivities performed on a technical ob$ect.

Bill o m!teri!ls

"BOM #

The maintenance bill of material contains items relevant to &lantMaintenance. The maintenance bill of material has threeimportant functions'Str$ct$ri%& o t'e ob(ectThe structure of an ob$ect should be displayed as clearly aspossible from a maintenance viewpoint.Sp!re p!rts pl!%%i%& i% t'e or)er f a technical ob$ect uses a bill of material, you can use this

simply during the planning or a maintenance order to plan spareparts.Sp!re p!rts pl!%%i%& i% t'e t!s* listSpare parts can be planned in the task list based on a bill ofmaterial.Three are three categories of maintenance bill of material') Material %#M) *+uipment %#M) unctional location %#M

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Term Meaning

B$si%esscompletio%

The business completion performed by "ontrolling takes placeafter the order has been settled (also by "ontrolling, and marksthe final completion of the order.

Bre!*)o%m!i%te%!%ce

%reakdown maintenance involves the creation and release of themaintenance order in one work step after a malfunction has beenreported (for eample, by an employee in &roduction./epending on the organi0ation, this step is performed by themaintenance supervisor or the central maintenance planner./uring breakdown maintenance processing, a breakdown ordercan be created with a malfunction report. The notification areasmalfunction data, damage, and notification dates are shown on

the order header. This provides the fleibility to enter importantorder and malfunction data on a single screen.

B$)&et proileThe budget profile summari0es the budgeting control parameters(time frame, display, availability checks, currency conversion.

C!t!lo&s

"atalogs are used when maintaining notifications for the codedentry of results and activities. "oded entry is particularly usefulfor analysis. There are certain standard analyses in the &lantMaintenance nformation System (&MS, which can be usedto analy0e these codes.

) "atalog' A combination of code groups grouped together bytheir content (for eample, damages, causes of damage.

) "ode groups' "ombination of code groups, grouped togetheraccording to content (for eample, damage to vehicles, pumps,motors... or mechanical damages, electrical damages, and soon.

) "odes' /escription of damage, an activity, and so on.

C!t!lo& proile

Key of the 1eport schema that is the basis for the notification.

A catalog profile is defined in "ustomi0ing and then assigned tothe notification type. t restricts the list of values for theinformation contained in the +uality notification. A profile definedin the material master or in the report type has priority over onedefined in "ustomi0ing.

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Term Meaning

C!ll 'ori/o%s

The call hori0ons specifies (as a percentage when an ordershould be created for a calculated maintenance date. Thiscontrols the time that should elapse between the completionconfirmation date or start date and the net planned date of amaintenance plan before the order is created.3ou can, therefore, define a specific call hori0on for a time basedor a performance4based maintenance plan by entering aparticular percentage of the overall maintenance cycle. As soonas the maintenance plan has been scheduled, the systemcalculates the net planned date.

C!p!city"apacity represents resource availability. Availability in plantmaintenance can be defined in terms of man hours.

C!p!city pl!%%i%&

"apacity planning can be divided into two areas'

) "apacity evaluation) "apacity leveling

5hen evaluating the capacity situation, capacity re+uirements are

compared to available capacity. Available capacity specifies theavailable capacity per workday."apacity re+uirements specify the capacity re+uired by the ordersat a fied point in time.

"apacity leveling is performed to ad$ust work center capacityoverload or under4use. t also helps to optimi0e the use of laborand machinery and to select appropriate resources.

Comp!%y co)e.

The smallest organi0ational unit of inancial Accounting for whicha complete self4contained set of accounts can be drawn up for

purposes of eternal reporting.

The subsidiaries with their own financial statements and balancesheets are defined as company codes.

This includes recording of all relevant transactions andgenerating all supporting documents re+uired for financialstatements.




Term Meaning

Co%trolli%& !re!

An organi0ational unit within a company, used to represent aclosed system for cost accounting purposes.

A controlling area may include single or multiple company codesthat may use different currencies. These company codes mustuse the same operative chart of accounts.

All internal allocations refer eclusively to ob$ects in the samecontrolling area.

Cost ce%tre An organi0ational unit within a controlling area that represents adefined location of cost incurrence.

C!ll )!teThe call date, that is, the date the order was created is usuallybefore the planned date so that there is a certain pre4processingphase (for eample, for material procurement.

Co%i&$r!ble t!s*list

"onfigurable task lists enable you to group operations for ob$ectsthat are only slightly different. 3ou therefore only need to createone single task list for different variants of an ob$ect.

5hen a configurable task list is included in an order, operationsare selected on the basis of characteristics. #perations useob$ect dependencies 4 a combination of characteristics andvalues. 5hen a task list is selected, the characteristic valueis re+uested.

The prere+uisites for creating configurable task lists (generalmaintenance task lists are'

A class must be created for the relevant ob$ects in theclassification system. SA& recommends creating this class forclass type 277, since this is defined as a variant class type in thestandard system.

The characteristics that help differentiate between ob$ects areassigned to the class.

A configuration profile is created in variant configuration. Thisprofile links the general maintenance task list (task list group andtask list group counter, the class and class type.#b$ect dependencies are assigned to the operations in thegeneral task list, which should be made configurable (eample'line of products 8 type A.




Term Meaning

Cyclemo)iic!tio%!ctor

The cycle modification factor is one of the scheduling parametersfor the maintenance plan.The cycle modification factor can be used to etend or shortenthe maintenance cycle, for eample, to react to temporaryadditional re+uirements without changing the maintenancestrategy.The cycle modification factor is only valid for the maintenanceplan in which it has been defined.

Cycle set

The cycle set is used as a template for creating a multiplecounter plan. t consists of a series of maintenance cycles. ncontrast to the maintenance strategy, the cycle set does not have

a reference function. This means that after the maintenance planhas been created, there is no longer a link between the cycle setand the maintenance plan.

Clie%t

A client represents a completely independent business entity. Aclient may represent an entire company. The data for all clients inan SA& system is stored within a single common database. Thisdata is nevertheless divided by client so that different companiescan be administered and controlled in different clients. A client isnot a customer within an SA& system.

The client is the highest4level element of all the organi0ationalunits. t corresponds, for eample, to a corporate group with

several subsidiaries. 5ithin a client, the system always accessesthe same database.

Co%irm!tio% slip&rinted document :sed by workers as an entry sheet for their work times.

Co%trol *ey

f you want to assign part of the work in a maintenance order toeternal companies, you can do this using operation. n this wayyou divide up a maintenance order into operations that areperformed by internal work centers and operations that areperformed by eternal work centers.

The control key determines the type of eternal serviceassignment') &M7;' The eternal assignment is processed using an internalorder with an eternal work center.) &M7-' The eternal assignment is processed using a purchasere+uisition and a standard individual normal purchase order.) &M72' The eternal assignment is processed using an eternaloperation with service specifications and subse+uent serviceentry.

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Term Meaning

Co%str$ctio% type Material number under which pieces of e+uipment of the sameconstruction are grouped.

,e!)li%emo%itori%&

The start and ongoing scheduling of all maintenance plansis not usually eecuted manually, but using deadline monitoringwhich is controlled by a system $ob.

E%terprise AssetM!%!&eme%t

*nterprise Asset Management as a function area of mySA&*1&maps the maintenance of technical assets using thefunctionality of mySA& *1& and SA& !etweaver.*nterprise Asset Management in the wider sense charts thetotality of all the lifecycle phases of an asset (investmentplanning, pro$ect management, vendor selection, pro$ecteecution, maintenance, eternal procurement, shutdown,

performance management.

E0$ipme%t

A piece of e+uipment is an individual physical ob$ect that is to bemaintained as an autonomous unit. &ieces of e+uipment usuallyrepresent single ob$ects (for eample, pumps, motors, vehicles,for which maintenance tasks should be performed and recorded.

A piece of e+uipment can be linked with a material (if there isinventory management, in the sense of Materials Management,for the ob$ect.

*+uipment can be installed and dismantled at functionallocations. 3ou can monitor the installation times for a piece of

e+uipment from both the functional location view and thee+uipment view.

E%terprisestr$ct$re

3ou can use several organi0ation units in the SA& 1=2 system toportray the specific organi0ational structure of your business,from the financial and logistic point of view. #rgani0ational unitsprovide a structure for business functions and are used in>ogistic and financial accounting.

ollo2$p b$er

The preliminary or follow4up buffer specifies to what etentintended start and end dates for a package can vary.

An subse+uent buffer of n days shifts the end dates for the orderforwards with reference to the planned date.

The number of days that you specify for the follow4up buffer!ects t'e i%is' )!te i% t'e or)er and the deadline is deferredaccordingly.

The calculated order i%is' )!te is a default value that can beoverwritten by the order scheduling value. This is dependent onthe setting in "ustomi0ing.

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Term Meaning

$%ctio%!lloc!tio%s

unctional locations are hierarchically ordered structures thatrepresent a technical system, building, or part thereof.3ou can structure the functional location according to spatial (foreample, building ;, building -, technical (for eample, press,press frame, press hydraulics, or functional, that is, process4oriented criteria (for eample, polymeri0ation, condensation.The aim of creating a functional location is to structure atechnical system or building into units that are relevant for &lantMaintenance.The identification for functional locations is created using thestructure indicator. The structure indicator consists of two inputfields' "oding template and @ierarchy levels.

A functional location can be identified using a maimum of 67characters (8 maimum length of the coding template.

r!meor* or)er

A framework order is a # category document created by apurchasing organi0ation in Materials Management to re+uest orinstruction a vendor (eternal supplier or a plant to deliver a+uantity of material or to perform services at a certain point intime.

3ier!rc'y

The hierarchy of maintenance packages defines whether allmaintenance packages that coincide should be eecuted, orwhether certain maintenance packages should be ignored.

f maintenance packages with the same hierarchy level coincide,these maintenance packages are eecuted.

f maintenance packages have different hierarchy levels, themaintenance package with the lower level is not eecuted.

IMG

The M represents a checklist for the "ustomi0ing activities thata company should perform when implementing an SA& system.The M is structured hierarchically.

I%o c$bes

nfo cubes are structures that describe a self4contained dataset

of a business area from a reporting perspective. This data iscompiled SA& %5.

The following info cubes are available for &lant Maintenance') Maintenance orders 4 costs and allocations) *+uipment removal) Maintenance orders) Maintenance orders B #perations

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Term Meaning

4ob tic*et

The $ob ticket is a printed document which gives the personeecuting the maintenance work a complete overview of theorder. f your system is connected to the /ocument ManagementSystem (/MS, you can also print graphics (for eample,engineering=design drawings of the technical system concernedon the $ob ticket.

Loc!tio%s>ocations subdivide a maintenance plant according to spatialcriteria, for eample, site, building, coordinates. >ocations areplant4dependent and can thus occur once per plant.

M!i%te%!%cestr!te&y

The maintenance strategy consists of several maintenancepackages and represents the scheduling rule for preventivemaintenance. 3ou can assign task lists to maintenancestrategies.

M!i%te%!%ce t!s*lists

Maintenance task lists describe a series of individualmaintenance activities. 3ou can use them to standardi0erecurring activities, plan them more effectively, and to savetime when creating maintenance orders and maintenance plans.

M!l$%ctio%

A malfunction (or defect is an unwanted interruption to or

impairment of the correct functioning of a unitD this definition doesnot take the cause of the malfunction into account. A malfunctioncan take the form of as brief interruption

M!i%te%!%ce c!llob(ects

The maintenance plan is composed of maintenance items andscheduling dates and is used for automatically generatingmaintenance call ob$ects (order, notification,service entry sheet.

M!i%te%!%ce pl!%

The maintenance plan is composed of maintenance items andscheduling dates and is used for automatically generatingmaintenance call ob$ects (order, notification, and service entry

sheet. A maintenance plan can have one or more maintenanceitems

M!i%te%!%cepl!%%er &ro$p

A group of employees responsible for planning and processingmaintenance tasks in a plant. &lanner groups or maintenanceplanning groups must be defined separately for eachmaintenance planning plant.

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Term Meaning

M!i%te%!%ce pl!%t The plant, at which the operational systems of a company areinstalled, is called the maintenance plant.

M!i%te%!%cepl!%%i%& pl!%t

The plant, at which the operational systems of a company areinstalled, is called the maintenance plant. f the maintenancework is planned at this plant, the maintenance plant is also themaintenance planning plant (planning plant for short.

M!i%te%!%ce item

The maintenance item contains the following data') &lanning data (for eample, maintenance planning plant,maintenance planner group, order type and so on) 1eference ob$ect

) Task list (optional

M!i%te%!%ceor)er

The order is the most important instrument in planningmaintenance tasks. #perations and spare parts are planned andcosts collected in the order.

Maintenance orders can be created in different ways'4 rom the notifications list4 rom an individual notification4 /irectly (without a notification

The maintenance planner is responsible for ensuring that the

orders are processed in time. The planner must ensure that thematerials are available, shop papers printed, and order releasedfor processing.

M!l$%ctio% report A malfunction report is the notification type used to report amalfunction at a technical ob$ect and re+uest the damage isrepaired.

M!i%te%!%cere0$est

A maintenance re+uest is the notification type used to re+uestmaintenance activities at a technical ob$ect.

M!i%te%!%cep!c*!&es

Maintenance packages define the fre+uency at which specificoperations are eecuted. 3ou can assign maintenance packagesto the operations in a task list.Maintenance packages are part of a maintenance strategy. Thepackages for a strategy can have different cycle units (for eample, month, year, but t'ey m$st !l!ys '!ve t'e s!me)ime%sio% (for eample, time.

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Term Meaning

M!i%te%!%cestr!te&y

The maintenance strategy consists of several maintenancepackages and represents the scheduling rule for preventivemaintenance. 3ou can assign task lists to maintenancestrategies.

M!i%te%!%ce t!s*list

n the company, all the inspection and maintenance tasks thatmust be performed at regular intervals are defined inmaintenance task lists.

Maintenance task lists describe a series of individualmaintenance activities. 3ou can use them to standardi0erecurring activities, plan them more effectively, and to savetime when creating maintenance orders and maintenance plans.

The task lists are automatically integrated into maintenanceorders within the maintenance planning or can be manually usedin unscheduled maintenance orders.

mySAP E%terpriseReso$rcePl!%%i%& "ERP#

SA& solution for controlling and planning the core areas of acompany (accounting, human resources, logistics, corporateservices such as real estate management, travel management,and strategic enterprise planning.

mySAP Pro)$ctLiecycle

M!%!&eme%t"PLM#

SA& solution that takes into account the lifecycle of a productwith the accompanying data, and thus encompasses

development, operational phase, together with shutdown anddisposal. &lant maintenance and service represent the finalphase of a productFs lifespan.

M!teri!l

it')r!%

5hen a order is eecuted the re+uired material for the order iswithdrawn.Manual workers withdraw materials from the warehouse toperform maintenance tasks. There are two types of withdrawal'

) Make a planned withdrawal of stock material) Make an unplanned withdrawal of stock material

*ven material that has not been planned and therefore not

reserved by the order, can be withdrawn for the order.

Materials can also be procured eternally.The goods movements for a maintenance order are displayed inthe document flow of the order.

The Material 5here4:sed >ist (5;2 lets you check whichwithdrawals for a material were planned and which wereunplanned.

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Term Meaning

M!teri!lit')r!% slip

&rinted document that authori0es the person eecuting themaintenance work to take the materials re+uired for the order from the warehouse. #ne material withdrawal slip is printed for each material component.

M!teri!l pic* lists a printed document that shows the warehouse clerk whichmaterials have been planned for each operation in this order.

M!teri!ls

rom the point of view of plant maintenance, all technical ob$ectsare primarily materials that have to be purchased, stored andinstalled in technical systemsD in other words, each functionallocation and item of e+uipment is bases on a material master record. 3ou do not, however, have to turn all material master records into technical ob$ects from the point of view of plant

maintenance. This is only necessary for those ob$ects with amaintenance history that you are interested in.

Me!s$reme%t)oc$me%t

A measurement document is the overall term used to describethe data entered in the system after measurement at ameasuring point or after a meter reading.

A measurement document can contain the following data'

) /ata on the measuring point (measuring point number,measurement position, description, characteristic, and unit) /ata on the measuring result (time of measurement=reading,measurement=counter reading, +ualitative assessment of the

measurement result=counter reading) Additional information (technician, eplanations etc.

Me!s$ri%& Poi%ts

Measuring points are used if you want to document the conditionof an ob$ect based on measurement readings or if the regularmaintenance of an ob$ect depends on its meter readings.

*ach measuring point or counter refers to a characteristic (foreample, kilometer, liter, operating hours.

Notiic!tio%

!otifications are used to convey maintenance re+uirements andthe documentation for technical findings and activities performed.The notification usually refers to a technical ob$ect and contains adescription of the malfunction or re+uirements. A notification can

also contain data for constructing a history (for eample,damage, causes, and so on.

A notification does not necessarily lead to the creation of anorder.5hen you complete the maintenance notification, the data istransferred to the notification history. t is a part of themaintenance history and contains information for each technicalob$ect about damage, malfunctions, causes, findings, andmaintenance work performed.

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Term Meaning

Ob(ecti%orm!tio%

The ob$ect information gives an overview of the overall situationof the reference ob$ect. This makes it possible to coordinatedifferent areas, such as breakdown processing and maintenanceorders. The ob$ect information shows you whether there is amaintenance order in the near future which could potentially beetended to repair the malfunction. This saves having to create aseparate breakdown order.

Ob(ect list The ob$ect list shows an overview of the ob$ects (technicalob$ects, notifications involved in the order.

OSETThe offset determines the first due date for a package.

to create a package, so that it is eecuted $ust once you only@ave to maintain the offset in the package.

Oper!tio% co%troltic*et

s a document that shows the maintenance engineer responsiblea complete overview of the maintenance order. t also containsinformation about permits.

Prelimi%!ry b$er

The preliminary or follow4up buffer specifies to what etentintended start and end dates for a package can vary.

An initial buffer of n days shifts the start dates for the order

backwards with reference to the planned date.

The number of days that you specify for the preliminary buffer!ects t'e or)er st!rt )!te in the order and the deadline isdeferred accordingly.

The calculated order st!rt )!te is a default value that can beoverwritten by the order scheduling value. This is dependent onthe setting in "ustomi0ing.

Pro)$ctio%reso$rce5tool"PRT#

A production resource=tool (&1T is a moveable operatingresource (tool, measuring device used in &lant Maintenance and

&roduction. &1Ts can be pieces of e+uipment, materials ordocuments and are assigned to the operation within themaintenance order. 3ou can make status checks, availabilitychecks, and usage overviews in maintenance processing.

&roduction resources=tools have an additional view &1T /ata, inwhich you can make entries about task list usage or set thestatus of the production resources=tools to >ocked.




Term Meaning

P$rc'!si%& &ro$p A purchasing group is a buyer or a group of buyers, who is=areresponsible for certain purchasing activities.

P$rc'!si%&or&!%i/!tio%

An organi0ational unit in >ogistics, subdividing an enterpriseaccording to the re+uirements of &urchasing.

A purchasing organi0ation procures materials and services,negotiates conditions of purchase with vendors, and isresponsible for such transactions.

3ou specify the form of procurement by assigning purchasingorgani0ations to company codes and plants.

Pl!%t

5ithin >ogistics, the plant is one of the most importantorgani0ational units. t usually represents a production unit of acompany.The plant, at which the operational systems of a company areinstalled, is called the maintenance plant.

Pl!%t sectio%s

A maintenance plant can be subdivided into plant sections basedon responsibility for production. The person responsible for the

plant section is the contact person who coordinates productionand maintenance (plant engineer.

Preve%tive

m!i%te%!%ce

To keep downtimes and maintenance costs to a minimum, thetechnical systems in a company are inspected and maintainedregularly.&reventive maintenance is performed based on time, thecondition or the performance of the technical ob$ect.&reventive maintenance is divided into three areas') Time2b!se), that is preventive maintenance tasks are triggeredafter a specific period of time has elapsed (for eample, every si

months.) Perorm!%ce2rel!te) , that is preventive maintenance tasks aretriggered after a specific performance level has been reached(for eample, every ;7,777 kms.) Co%)itio%2b!se) , that is preventive maintenance tasks aredue when a condition is outside of a specific value range (foreample, thread depth below ;9 mm or temperature higher thanC9G ".




Term Meaning

Pro(ects

&ro$ects are tasks with particular characteristics') They are, as a rule, comple, uni+ue, and can be high4risk.) 3ou have precise ob$ectives that were agreed between thesold4to party and the contractor.) They are fied in time, and cost4 and capacity4intensive.) Several departments contribute to the pro$ect development.) They are sub$ect to certain +uality re+uirements.) They are often of strategic importance to the companyresponsible for them.&ro$ects are usually integrated into the business flow of acompany. To control all the tasks that arise when reali0ing a

pro$ect, you need a pro$ect4specific organi0ation that shouldreside between the two departments involved.

P$rc'!sere0$isitio%s

/epending on the order type, the purchase re+uisitions aregenerated either when the order is saved or released.

5hen eternal services are planned in a maintenance order, apurchase re+uisition is automatically triggered in the background.3ou find the number of the purchase re+uisition on the detailscreen for eternal processing of the operation.

n purchasing, purchase orders are generated from purchase

re+uisitions. The purchase order items are assigned to themaintenance order.

oods receipts are entered with reference to the purchase orderafter the order has been put in process. The account assignmentof the purchase order to the order instigates the posting to theorder.5hen goods receipts are entered, the maintenance order isdebited with the purchase order value.

P$rc'!se or)ers

A purchase order is usually created by the purchaser and is

therefore not part of &lant Maintenance, but of MaterialsManagement.

A purchase order can contain items for stock material,consumable material, or services.Multiple account assignment for one item is possible. The goodsreceipts for this item are entered without values.Schedule lines can be used for a purchase order item, in whichto inform the vendor about the different delivery times.




Term Meaning

Reli!bilityCe%tere)M!i%te%!%ce"RCM #

1"M is an optimi0ation method of maintenance strategies aimedat reducing maintenance costs and improving asset availability./amage options, production losses, and asset costs aresystematically evaluated. 1"M can also be linked to a riskanalysis and thus be used for security4critical and environmental4critical systems.

Ris*2B!se)I%spectio% "RBI#

1% is an optimi0ation method that optimi0es the maintenanceeffort on the basis of risk. This reduces not $ust the maintenanceeffort but also minimi0es the risks associated with operating the

asset (such as the risk of interrupting production. This helps toidentify risk drivers, that is, components that significantlycontribute to the overall risk. The 1%4method allows you to focusmaintenance efforts on the risk4entailing parts of your assets andthus to optimi0e the assignment of resources with an ever4decreasing budget.

Rol SAP

A role is a collection of activities that a person performs toparticipate in one or more business scenarios in an organi0ation.3ou access the transactions, reports, 5eb4based applicationsand other ob$ects contained in roles through user menus.

SAP B6

The %usiness nformation 5arehouse (%5 is a systemindependent of other SA& systems, for etracting data fromdiverse source systems (both SA& and non4SA& systems,restructuring this data and compiling it into analyses andpresenting these accordingly.

SAP G7I All SA& solutions are accessible using a general front4endprogram, the SA& : (raphical :ser nterface. The SA& :is the standard program for accessing almost all SA& solutions.

SAP Libr!ry

The SA& >ibrary is a useful aid to getting to know systemfunctions. t allows you to access the online documentation.3ou can also access the SA& >ibrary on the nternet. To do so,

go to http'==help.sap.com, or look under http'==www.sap.com H*ducation H SA& @elp &ortal.

SAP Notes

SA& !otes contain detailed information on certain functions or corrections for known errors in SA& products. 3ou can accessSA& !otes through, for eample, the SA& Service Marketplaceon the nternet, using a valid user and password'http'==service.sap.com=notes

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Term Meaning

Settleme%t

The costs temporarily collected on the maintenance order areforwarded during settlement to the receiver cost center specifiedin the settlement rule of the maintenance order (for eample,e+uipment cost center.To settle a maintenance order, the following prere+uisites mustbe fulfilled') The maintenance order must have the status S*T" (Settlementrule created.) "osts not yet settled should be accumulated on themaintenance order.

Settleme%t proile

Specifies possible settlement recipients, the default receiver as

well as additional parameters (for eample, allocation structure.

#rder values can be classified according to costs, services, andsettlements depending on the type of maintenance task (ordertype and the processing phase of the order.

Settlements are complete or partial allocations of the costsdetermined for an ob$ect to another ob$ect. 5hen resources areconsumed, the maintenance order is debited with the cost of theresource consumption. The settlements credit the order bypassing the costs on to another ob$ect.

Settleme%t r$le

The settlement rule in the order determines which proportions ofa senderFs costs are to be settled to which receiver. Thesettlement rule is mapped automatically in the order.

The settlement rule specifies that (with full settlement ;77I ofthe costs are settled to a cost centre. The cost centre has beencopied from the master record of the technical ob$ect. The orderreceives the status S*T" (Settlement rule created.

Service e%trys'eet

f a service has been provided by the eternal company, theservice is entered using a service entry sheet, which is createdwith reference to the purchase order number.

The entry of the service performed is a function in MaterialsManagement, but it can also be eecuted from &lantMaintenance using the completion confirmation./ata such as service location, internal and eternal employeesare first entered in the service entry sheet. 3ou then enter theactual services provided in the service specifications, which arecopied to the service entry sheet.#nce you have entered all the services, the service entry sheetmust be accepted.

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Term Meaning

S'it !ctor

t is the +uantity of days (/ifference between the planned dateand actual date for early or late confirmation that thenet date will be increased to restart the net call. ts isepressed as a percentage.The shift factor applies only if the maintenance plan has alreadybeen scheduled, and the difference between the planned/ate and actual date is outside the tolerance range.

S'$t)o%

Shutdown is characteri0ed by the following') Shutdown signifies a significant loss of production for the plant.) The main part of a plantFs maintenance costs are incurredduring a shutdown.) The production losses during a shutdown are the most

significant losses during the plantFs production plans.) Shutdown tasks must be inspected, monitored, anddocumented.3ou can use &ro$ect Management to map a shutdown pro$ect.The main goal is to ensure that working conditions are safe,whilst reducing time4 and cost ependiture.

Sol$tio% m!%!&er

The Solution Manager ) is SA&Fs new infrastructure for controlling and managing yoursolution landscape) is a free4of4charge additional component) is connected with all systems and components of the solution

landscape) should be installed on an SA&5eb AS <.;7 release or higher ) J>ive /ocumentation

B raphic display) ramework and technical infrastructure for the service

B #n4Site ("onsulting, 1emote, Self Services) "entral monitoring

B Service4level management, system monitoring, businessprocessmonitoring, central system administration) "entral platform for accessing all SA& information

B SA& Service Marketplace

) "entral integration of service and support tools B SA& !ote Assistant, Microsoft !etMeeting, Support /esk, ...

Sc'e)$li%&

Scheduling allows you to define start dates for maintenanceorders and always keep them updated. 5ithout regularscheduling, call ob$ects (maintenance orders, notifications, andservice entry sheets cannot be created. Scheduling is normallyperformed automatically and at regular intervals (for eample,daily, once a week in a background $ob.

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Term Meaning

Sc'e)$li%&i%)ic!tor

The scheduling indicator determines the scheduling type.*amples'

) Time4based >> The dates are calculated in calendar days.) Time4based using key date >> The dates are always calculatedfrom the cycle start for the respective key date) Time4based according to factory calendar >> The dates arecalculated in working days.) &erformance4based

Str$ct$rei%)ic!tor

The identification for functional locations is created using the

structure indicator. The structure indicator consists of two inputfields' "oding template and @ierarchy levels.The structure indicator sets the default structure and labelingoptions for a functional location. A functional location can beidentified using a maimum of 67 characters (8 maimum lengthof the coding template.

T!s*sThe tasks describes activities that should still be performed, andwhich may have only arisen after the maintenance task waseecuted (for eample, creating a report.

T!s* list &ro$pThe task list group combines task lists with similar topics fromlogical and data4related perspectives. The group counter is these+uence number of a task list within the task list group.

Tec'%ic!l ob(ects#b$ects that are relevant to &lant Maintenance 4 in other words,which ob$ects re+uire maintenance measures and for whichob$ects evaluation is re+uired.

Tec'%ic!lCo%irm!tio%

The technical findings (damage, cause of damage, repairsperformed, and so on and the effects of the damage on theassetFs condition are recorded in the technical confirmation.

The technical confirmation indicates that the order is finished for&lant Maintenance.

Tec'%ic!l

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Term Meaning

Completio%

f the maintenance task has been technically completed, theworking times are entered in the time confirmation, and theactivities, damage, and causes of damage entered in thetechnical confirmation. The order and notification are thencompleted.

The maintenance order obtains the status T*"# (Technicallycompleted after the maintenance work re+uired for this orderhas been completed.

The maintenance order can then only be changed online asfollows'

) t can be locked or unlocked.) The deletion flag can be set.) 3ou can still change the settlement rule.

Tot!l Pro)$ctiveM!i%te%!%ce"TPM#

Total &roductive Maintenance (T&M is the concept by whichmaintenance tasks can be largely planned and performed bymachine operators.

Time co%irm!tio%

unction used to enter the actual time on the detail screen for theoperation confirmation.

n most cases, breakdown maintenance involves one order withonly one operation. or this reason, you can use the individualentry function for time confirmation.

nstead of using individual entry, you can use the overallcompletion confirmation function to enter not only the times, butalso, for eample, material withdrawals or counter readings, on asingle screen.

f confirmations were entered for the operations of a Maintenanceorder, the system automatically sets the status &"! (partially

confirmed for the operations or "! if the final confirmationindicator was set and the operation was therefore reported asbeing finished.

As soon as all the operations for a maintenance order have beencompletely confirmed, the order (at header level is assigned thestatus "! ("onfirmed.

Time tic*et s a document that contains the standard time and duration, and

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Term Meaning

is only printed for operations with the corresponding control key.or each manual worker involved on the order, time tickets areprinted in the numbers specified for each operation. Theworker enters the time re+uired to eecute the operation on thetime ticket.

Toler!%ce

/etermines the time span in which variances between actual andplanned date do not influence subse+uent planning.Maintenance order should be technically completed within thisperiod of time.3ou can define the tolerance as a percentage of the smallestcycle of the maintenance strategy that you have assigned tothe maintenance plan.

6or* ce%ter

A work center is an organi0ational unit where work can be carriedout *amples for work centers'

) Machine) roup of machines) A person) roup of people

5ork centers belong to the master data and provide the capacityre+uired to perform a task.

Maintenance work centers are assigned to the respective

maintenance plant as workshops.

6or* cle!r!%ce!pplic!tio%

%y creating a work clearance application for the order, themaintenance planner re+uests tagout=lockout for the e+uipments(that is, the e+uipment (e.g. a pump must be isolated so thatwork can be carried out safely.

6or* cle!r!%ce)oc$me%t

The work clearance document contains a detailed description oflockout=tagout. The work clearance document is the only 5"Mob$ect that has items as well as header data. As items you enterall the technical ob$ects that should be processed in con$unctionwith a lockout=tagout. The work clearance document can contain*+uipment, functional locations, and technical ob$ects that are

not listed in the technical structure. t may also containcommentaries.

n the work clearance document, the work clearance planner(safety engineer records valves ; and - (located in the pipe infront of and behind the pump as having the tagging conditionJclosed.

6or* cle!r!%ce n the company, a well4defined process must be used to ensure

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Term Meaning

m!%!&eme%t

work safety before any maintenance measures are carried out.This process must be easily understandable and available at alltimes to employees involved in the maintenance process.5ork "learance Management makes this possible.

3ou can only carry out maintenance measures for technicalob$ects (for eample, inspection, repairs, preventive maintenancework after all measures to protect occupational health and safetyhas been implemented. These safety measures mightinclude tagout=lockout, fire protection, and radiation protection.

Order system status

Field name or data type Values

CRTD Created

MANC Material availability not checked

NTUP Dates are not updated

TECO Technically copletedCN! Con"ired

#ETC #ettleent rule created

NMAT No aterial coponents

PRC Pre$costed

RE% Released

CN! &!inally' con"ired

#ETC #ettleent rule created

PRT Printed

MACM Material coitted

A"ter a (oods receipt "or an e)ternal operation* the status E)ternal operation partially delivered

&EOPD' is set in the e)ternal operation+

," you have set the "inal delivery indicator on (oods receipt "or an e)ternal service* thestatus E)ternal operation delivered &EOD%' is set+

Notification system status

OSTS outstandin( tasks

NOCO Noti"ication copleted

T#O# Outstandin(- the task has not been carried out yet

T#R% Released- the task can be per"ored

T#CO Copleted- the task has been carried out

T##C #uccess"ul- the proble has been solved. the daa(e has been corrected+

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Documents

Sap Pm Glossary