SAP PM Training Notes: Key Components and Functionalities

This training PDF document provides detailed notes on the SAP Plant Maintenance (PM) module, covering its key components and functionalities. It delves into the organization structure, master data management, maintenance processing, and reporting capabilities of the SAP PM module. The document is a comprehensive guide for understanding the fundamental aspects of setting up and utilizing the SAP PM solution within an organization.

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SAP PM BBP Sample PDF Document

This document is a Business Blueprint (BBP) for the Plant Maintenance (PM) module in SAP. The blueprint outlines the proposed SAP implementation strategy for managing the maintenance processes and master data related to equipment, functional locations, and preventive maintenance plans. The document provides a high-level overview of the SAP Plant Maintenance module, detailing the organizational structures, master data objects, maintenance processes, and preventive maintenance processes.

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SAP PM Important Transaction Codes for Preventive Maintenance

Preventive maintenance in SAP is a proactive approach to maintenance that aims to prevent equipment failures before they occur. It involves scheduling and performing maintenance tasks at regular intervals, based on factors such as equipment age, usage, and manufacturer recommendations. SAP provides a number of transaction codes that are specifically designed to support preventive maintenance activities. These codes allow users to create, manage, and execute maintenance plans, ensuring that assets receive the necessary care to remain in optimal working condition.

Here’s a brief overview of some key SAP PM transaction codes for preventive maintenance;

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SAP PM Important Transaction Codes for Master Data Maintenance

SAP PM (Plant Maintenance) is a module that helps organizations manage their maintenance activities. One of the key aspects of PM is the management of master data, which includes information about equipment, locations, and maintenance tasks.

SAP provides a number of transaction codes that can be used to manage PM master data. These transaction codes are used to create, modify, and view master data records.

The following table provides a list of SAP PM master data transaction codes, along with a brief description of each code:

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SAP PM Maintenance Order Cycle User Manual: Introduction and Key Process Steps

This document provides a user manual for creating and processing maintenance orders in SAP. It covers the end-to-end steps for creating different types of maintenance orders, planning materials and operations, releasing and technically completing the orders, and settling and closing the orders.

Key maintenance procedures covered in this document are:

  • Creating Maintenance Orders from Notifications
    • Steps to create maintenance orders from breakdown, corrective, and preventive notifications
    • Linking notification types to order types
    • Entering order header data, operations, materials, account assignment
    • Saving notification with order
  • Material Planning and Issue from Stores
    • Selecting materials with special stock indicator
    • Viewing reservation number against components
    • Budget checking during order save
  • Releasing Maintenance Orders
    • Releasing order to REL status
    • Allows material issue, services, operation confirmation
  • Confirming Operations
    • Steps to confirm operation completion and actual durations
    • Status updates to CNF and PCNF
  • Technically Completing Orders
    • Setting order to TECO status
    • Entering settlement rule and reference date/time
    • Allows financial postings still
  • Settling Maintenance Orders
    • Steps to settle order costs to cost center
    • Carried out periodically or for single orders
  • Closing Maintenance Orders
    • Setting order to CLSD status
    • Indicates order is fully complete
  • Creating Maintenance Orders Directly
    • Creating orders without notifications
    • Generating notification along with order
  • Appendix
    • Lookup tables for common fields like planner groups, work centers, PM activity types

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PM Breakdown Maintenance Guide in SAP S/4HANA

In SAP S/4HANA PM, a breakdown maintenance is a type of corrective maintenance that is done when a machine or equipment stops working unexpectedly and needs to be fixed or replaced as soon as possible. It is also known as reactive maintenance. In SAP, the Breakdown Maintenance process generally consists of the following major activities:

  1. Raising of Breakdown Notification with correct priority by operation group to notify the responsible Maintenance department/ main work center. The priority can be E (emergent), A (urgent), B (important), S (shutdown), or O (opportunity), depending on the effect on generation and safety.
  2. Creating a breakdown maintenance order by the maintenance department if material, external service, or permit is needed to carry out the maintenance.
  3. Releasing the notification and the order by the maintenance department.
  4. Performing the maintenance work by the maintenance personnel and recording the actual data.
  5. Completing and closing the notification and the order by the maintenance department after verifying the results.
  6. Issuing work permits by operation department
  7. Performing Work Completion (WOCO), Notification Completion (NOCO) and Tehnical Completion (TECO) subsequently

In this guide, following list of PM transaction codes involved in breakdown maintenance (including permit procedures) are explained step-by-step with screenshots;

  • Create Breakdown Notification [IW21]
  • Receipt Of Breakdown Notification By Maintenance [IW22]
  • Permit(S) Applying By Maintenance [IW32]
  • Work Approval [WCLE]
  • Release Of Breakdown Order – By Maintenance – [IW32]
  • Time Confirmation Of Order Operations– By Maint. Dep’t [IW41]
  • Work Completion In The Breakdown Order – Permit Return [IW32]
  • Untagging/Normalisation Of Isolations – By Operations Dep’t [WCLE]

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SAP PM Refurbishment Process Training Guide

In this document you will be provided with an overview of the presentation of Refurbishment Process in SAP PM. The primary objectives of this guide are to:

  • Demonstrate the complete cycle of the refurbishment process, providing you with a clear understanding of how it works.
  • Enable you to perform transactions within the replacement cycle, ensuring that you are equipped to handle the process end-to-end.
  • Describe the main steps involved in the refurbishment processing, so that you have a detailed understanding of each stage.
  • Help you understand the integration of the refurbishment process with the materials management module, providing insights into how the two modules work together.
  • Enable you to perform transactions in SAP to create, change, plan, and complete standard and refurbishment work orders. This will ensure that you are able to use the system to manage work orders effectively, in line with the refurbishment process.

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SAP PM Preventive Maintenance Training Guide (85 Pages PDF)

Preventive maintenance process in SAP is a process that aims to sustain production equipment or technical objects on an ongoing basis and ensure their high availability for the long term. Preventive maintenance can be time-based, performance-based, or condition-based depending on the trigger for the tasks. It helps to reduce operating expenses, increase productivity, defer asset expenditures, and comply with legal and environmental requirements.
Prepared for an implementation project, in this 85 paged pdf training guide you will learn maintenance of:

  • Single Cycle Plan Time Based Maintenance
  • Strategy Plan Time Based Maintenance

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SAP PM Corrective Maintenance Training Guide (122 Pages PDF)

Corrective maintenance process in SAP PM is a process that involves repairing defective equipment and restoring it to optimal condition. Corrective maintenance is different from preventive maintenance, which involves routine checks to ensure that machines are running as per the required parameters. It is also different from breakdown maintenance, which is carried out when equipment has a breakdown and is not working.
Prepared for an implementation project, in this 122 paged pdf training guide you will learn maintenance of:

  • Notification Process
  • Maintenance Order Planning Process
  • Maintenance Order Completion Process

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