For more information about the prerequisites, see Maintenance Plan with Reference to an Outline Agreement.

1. Choose one of the following menu options:

- PM:

Logistics ® Plant maintenance ® Maintenance planning and then Maintenance plans ® Create ® For contract item.

- SM:

Logistics ® Service management ® Contracts and planning and then Maintenance plans ® Create (special) ® For contract item.

You reach the initial screen for creating a maintenance plan.

2. If you use the external number assignment in your company, enter an alphanumeric sequence for the maintenance plan.
3. Enter the following data:

- Maintenance plan category with reference to an outline agreement

- Outline agreement

- Outline agreement item

- Maintenance planning plant

4. Choose Continue.

If a maintenance plan already exists for the outline agreement item, the system indicates this in a dialog box. You can create a second maintenance plan for the item by choosing Continue.

The system response depends on the maintenance plan category selected and the maintenance call object defined for it:

Call Object	System Activity
Service Notification	The system copies the start of the agreement as the start date for scheduling into the field Cycle start for the scheduling parameters. The maintenance item does not have an object list.
Service Order	The system copies the start of the agreement as the start date for scheduling into the field Cycle start for the scheduling parameters. The system copies other data as changeable default data from the service product into the maintenance plan. The object list for the maintenance item refers to the outline agreement, that is, it contains your data from the outline agreement and can only be changed there.

 

Since you have assigned a general maintenance task list to the service product, the system obtains information about the maintenance plan type when a maintenance plan is created. The type of maintenance plan is determined using the maintenance strategy which is specified in the general maintenance task list.

The table clarifies the activities for the different call objects:

Strategy	Call Object	Activity
Time-based or performance-based	Service order	The system creates a strategy plan and obtains data (for example, maintenance packages) from the strategy. Change the default data as required. For performance-based maintenance plans, enter a counter in the maintenance plan.
None	Service order	The system creates a single cycle plan. Change the default data as required, and enter the maintenance cycle manually.
Time-based or performance-based	Service notification	The system creates a single cycle plan. Enter the necessary data, and enter the maintenance cycle manually.
None	Service notification

 

5. Save the maintenance plan.

Defining a Default Value for a Maintenance Plan Category

Displaying Objects for Outline Agreement (Items)

Document Flow