Entering Header Data (SAP Library - Customer Service (CS))

Entering Header Data

Use

In the PM component, the maintenance task list header contains data that is valid for the entire maintenance task list. Typical header data is:

Short text
Maintenance planner group
Status
Maintenance strategy

The system automatically copies the short text from the piece of equipment or functional location as a short text to the maintenance task list. You can overwrite this if necessary.

It is possible that you are not able to overwrite certain values that the system copies into the task list. These values originate from the master record of the work center you have entered in the task list, and are marked with a reference indicator. This indicator shows that these values are obligatory and cannot be overwritten at any point (for example, in a task list or maintenance order) where they refer to the work center.

Procedure

Call up the Header data screen of the maintenance task list (see Creating Maintenance Task Lists).

Enter the necessary data.

To enter a long text for the task list header, use the menu bar sequence
Task list header ® Edit long text.

Enter an assembly if necessary. In this way, you can:

Create the general maintenance task list for a specific assembly

To do this, enter the number of the required assembly.

Create the general maintenance task list for a specific object type

To do this, enter the number of the required construction type.

If you specify a construction type number here, the system selects all task lists that are valid for the reference object and all task lists that are valid for the construction type that is specified in the master data for the reference object, when performing an object-based search of task lists.

If you are creating an equipment or functional location task list, you can use a structure display to select the assembly. Use one of the following menu bar sequences:

Extras ® Select construction type ® Structure display

Extras ® Select construction type ® Structure graphic

If you enter the assembly number directly in an equipment or functional location task list and the system ascertains that the assembly does not belong to the bill of material for the piece of equipment or functional location, the system will issue an appropriate message. If you choose Continue the system will display a structure list from which you can select a valid assembly.

When you have finished entering the header data in your task list, you have the following options:

Exit the entry mode by saving the data.

Create operations (see Creating an Operation).