Workshop on SAP PM

7/22/2019 Workshop on SAP PM

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Workshop Plant Maintenance

with SAP PM


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Assets

sales

view

technical

view

What are we

talking about?

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SAP


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Main aspects of the PM SystemMain aspects of the PM System

Structuring assets/material data

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Techincal view

Documentation

analyses

of maintenance steps

Sales view


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Integrated maintenance with PM

Module PMMaintenance

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Module FIAssets accounting

Module CO/IMControlling und

investment management

Module MMMaterials administrationn


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Integration with the FI module

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Financial accounting

Assets

Real accounts

PM ObjectsPM ObjectsPM ObjectsPM Objects

Real accounts bookings

Asset number


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Integration with the CO module

poviding cost center

Planning the rates forinternal activity using

activity types

Time confirmation

Actual costs

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PM OrderRates (in-plant

hourly rates)

Billing objectCost center orassetAssets accountOther order

PSP Element


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Integration with the MM module

Ordering

Inventory management

Order request for

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PM Order

Goods receipt

Invoice receipt

Purchase commitments

external service or material

Invoice


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Master data in maintenance

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Installation structure

Functional location Installation location of a technical object

Equipment An individual, physical unit installed at a

functional location, which requires individual maintenance

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(Stock) material, which can be used as a structural element in a system

Bill of material (BOM) A BOM gives structure to a functional location, equipment or an assembly as seen

by maintenance

Classes/ Attributes With the help of classes/attributes freely defined data can be associated with

functional locations and equipment


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Structuring / Hierarchy

Functional

location

Equipment

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Assembly

Spare part


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Anlagenstruktur

Funct.location

Funct.location

Funct.location

Hierarchy

Insatalled

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Equipment

Equipment

Assembly

Spare part

EquipmentHierarchy

Equipment/ FLBOM

AssemblyBOM


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An element in a technical structure = assets area at whichequipment can be installed

Functional locationDefinition

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individual maintenance history

hierarchical setup

classifiable

bills of material

Order processing


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Functional locationUsage

Arrangement of functional locations by

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functional criteria (press, die...)

process-oriented criteria (condensation...)

spacial criteria (buildings...)


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Functional locationData transfer

Functional locations

Structuring dataPlanning dataLocation dataAllocation data

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hierarchicalData transfer

zugeordnete Equipments

subordinate func. locations


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An individual, physical unit which requiresits own maintenance.

EquipmentDefinition

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classifiable

Set up at a functional location

BOMs / task schedules

scheduled maintenance possible

Basis fr Instandhaltungsauftrge


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Equipment = an independent maintainabletechnical asset

EquipmentExamples

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Plant components (pumps, motors, compressors...

Production resources (cranes, tools...)

Vehicles


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EquipmentUsage

Planning future maintenance activities

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Proof of completed PM activities

individual cost monitoring

technical history of objects

Proof of spare parts


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PM assembly

represents a type of device

is not tracked separately

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uses BOMs to sort equipment according to design aspects

can also be a storage part

can be used to more-closely specify the following

PM notifications PM orders Task lists Maintenance plans

the Infosystem can be used to analyze it


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Bill of materials (BOMs)Structuring

Equipment

A BOM gives equipment a structure froma maintenance viewpoint

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Spare part Assembly Assembly

Assembly Spare part

Spare part Spare part

.....


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Bills of materials (BOMs)Mapping to maintenance objects

Equipment 123

EquipmentBOM

Funct. location

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. -

Equipment 123

Equipment 133

Equipment 312

BOM

Material 3711 MaterialBOM


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Classifying PM

Objectives:

Additional technical information on objects

Grupping of objects (functional locations,

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equipment, material etc.)

Searching for objects

Analyses of objects


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Measuring point / CounterMeasuring point / CounterDefinition

Measuring point

Physical or logical place, defined in connection with a piece of equipment, at which acondition is defined

Counters

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The means used to express the usage of an object, the consumption or depletion of aresource

Measurement record

Record that contain the measurements and counter values of measuring points andcounters


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Work centers

Work center

Suggested values

Description of the person responsible

for the work center

Location

Usage plan (only for PM task list)

Control keys

Basic data

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Capacity data

Allocation data

Pattern keys (to describe operations)

Capacity type (person/maschine)

Capacity (BEB presently, pool capacity)

Cost center

Activity type


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Maintenance Processing

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Overview PMOverview PMFunctional flow

Techn. object

Notification

PM Order

Direct creationof an order Maintenance plan

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technicalcompletion

confirmation

HistoryTechn. objekt

Planning /Release / Print

Completion

confirmation

Order processingMaterial own / externalActivity own / external

Completion / settlement


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Notification

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PM NotificationNotification types

Malfunction ReportDescribes the condition of an object,

especially a malfunction

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Activity ReportDescribes an already-completed PM activity.

This is a purely technical documentation

Maintenance Request

Requests a maintenance activity or measure


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PM NotificationDesign of a PM notification

Notification PM objekt: Funct.LocationEquipment

Assembly

Description (long text)date/time/reported by

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Tasks

Actions

Notificationitems

Location of damage

Damage

Cause of damage

Activity

Auzsfhrungsfaktoren

Schedule

Task description


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PM NotificationsPM Catalog

Catalogs

Cause of damageDamage

Activity

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Code1000 Break

1100 Fire

1200 Corrosion

1300 Erosion

1400 Cavities

Setup of a catalog

code

codegroup

catalog

Catalog exampledamage

catalog: C

ALLG (gen.

Damages)


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Maintenance Orders

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PM OrderFunctional Flow

creationMaterial planning

Maintenence

plan

PM Notification

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release

execution

Completion confirmation

Completion

Purchase

Materials management

Internal

cost allocation

Order settlement


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PM OrderCreation of a PM Order

Creation of an order

based on anotification

Collection of

PM notificationsinto a PM order

Automatic

generation of a PM

order from

maintenance

item

Direct order

creation

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PM Notification

PM Order PM Order

Maintenance

item

PM Order PM Order


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PM OrderAllocation Functional location/

Equipment

Default Rule

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Special tasks can call fora change in the allocation

rules !

Order

Accounting data

Cost center

Attachment


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Task Lists

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Task List Usage

Types

- Recurrent activities

Usage

- Equipment-specifictask lists

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- Standardisation of work processes

- Plan maintenance steps effectively

- Assignment in maintenance plans

- Process PM orders in a timely manner

- PM instructions(equipment-neutral)


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Task List Structure

Task list header

Equipment

Planner group/Planner group counterMaintenance strategy

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Work itemInternal activity

Default valuesWork center involvedControl data

External activitySupplierDelivery timePurchase data

Directory of services


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Maintenance Planning

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Maintenance PlanningMaintenance PlanningDefinition of a Maintenance Strategy

Strategies contain general scheduling rulesgeneral scheduling rules

for preventive PM tasks, which can be assigned to

several maintenance lans .maintenance lans .

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In order to map the different maintenance intervals aso-called maintenance packagemaintenance package is assigned to a

strategy.


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Maintenance PlanningMaintenance PlanningMaintenance Plan types

time-dependent maintenance plan based on a maintenance strategy

due to time intervals

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-

based on a maintenance strategy due to time intervals

Multiple counter plan no maintenance strategy

Cycles are defined in the maintenance plan

and if needed they are mapped to counters

Cycles can be combined with:

OR : at the earliest occurrence

AND: at the latest occurrence


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Maintenance PlanningMaintenance PlanningElemente der Wartungsplanung

Maintenance strategy Maintenance plan Maintenance order

Maintenance strategy

Maint. scheduling plan

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time-dependent activity-dependent

Maint.items

Maint.orders

Objects

Functional locations Equipment

Operations

Equipment plans

PM instructions


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Analyses

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HistoryPM History Database

Maintenance History

Assignment history Order history Notification history

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Master records

Equipmentfunctionallocation

PM order PM notification

Costs

Material Int. operations

Damages

Causes Activities


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HistoryPM History aggregation levels

PMISPMISAggregate using key figures

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equipment, notifications, orders..equipment, notifications, orders..

List processingList processing

Individual documents

Aggregate using dif. criteria


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Contact information

P&S Consulting GmbH

Am Kiekenbusch 10

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47269 Duisburg

Frank Ostwald

Director Marketing & Sales

0203-75 99 0-29

[email protected]

www.ps-consulting.de

Documents

Workshop on SAP PM