Phase-In Equipment 

Purpose

You can use this business process to maintain all of the master data required to perform effective maintenance on a piece of equipment. This data includes the equipment master record, maintenance plan, measuring point, task list, bill of material (BOM), and so on.

Process Flow

The following business process runs in SAP ECC:

       1.      Create equipment

A piece of equipment is an individual, physical object that is maintained as an autonomous unit. It can be installed in a technical asset or an asset component.

You create a master record for each piece of equipment in the Plant Maintenance (PM) component. This is where you define and manage the piece of equipment. If required, you can also create a maintenance history for each piece of equipment.

       2.      Create/add documents

In create or change mode, choose Goto ® Documents. You can:

¡        Link master records of technical objects with documents

¡        Display linked documents from the master record of the technical object

       3.      Create measurement point(s)/counters

In the SAP system, a measurement point is the physical or logical place at which a condition is described. For each measurement point, you require a predefined characteristic, where you can maintain units or value restrictions.

       4.      Create task list

There are three types of task lists:

¡        Equipment task list

¡        Task list for functional location

¡        General maintenance task list

You enter the work to be planned in the task lists, which are then used as templates for the maintenance order.

       5.      Create maintenance plan

The maintenance plan that you use depends on the type of maintenance planning that you want to implement in your company:

¡        Single-cycle plan or strategy plan (time-based or performance-based)

If you want to use time- or performance-based (counter-based) maintenance planning, you can work with both single-cycle plans and strategy plans.

¡        Multiple counter plan

If you want to combine maintenance cycles that have different dimensions (for example, time and distance), you can use multiple counter plans.

¡        Maintenance plan for service procurement in purchasing

       6.      Create BOM

The bill of material (BOM) category is determined by the type of master record to which you assign the BOM. The BOM categories used in the Plant Maintenance (PM) component are as follows:

¡        Material BOM

¡        Equipment BOM

¡        BOM for functional locations

       7.      Create partners

In this case, partner (business partner) refers to internal organizational units, for example, logistics and sales departments. A partner can be a natural or a legal person. You can use partners in processing for Customer Service (CS) and Plant Maintenance (PM).

       8.      Create classification information

If you manage a large number of objects, you have to be able to classify these objects in a logical way according to different focal points. You can then easily locate your objects and group them together for evaluations.

       9.      Create fleet information (if required)

In addition to the normal parts of the equipment record, you can also enter additional fleet-specific data in the standard system, such as engine information (engine type and performance, revolutions per minute, cylinder capacity, and so on) and fuel and lubricant data.

   10.      Create warranty

A warranty defines the scope of the services provided by a company in the event of damages to, or problems with, technical objects. From a system-user’s point of view, this component enables you to cover the following warranties:

¡        Warrantee (inbound) (for example, manufacturer warranty and vendor warranty)

¡        Warrantor (outbound) (for example, customer warranty)

   11.      Create permit

You can create permits using one of the following categories:

¡        Work permits

¡        Safety permits

In your company, and even at one particular site, you may require very different individual permits. You create these in Customizing for Plant Maintenance under Permits, assigning each individual permit to a permit category when you do this.

   12.      Create serial number information

If you want to keep a piece of equipment in stock as a serialized material, in addition to managing it as an autonomous and individual object, you must give the piece of equipment a serial number. This comprises:

¡        A unique combination of material and serial number

¡        Stock information

¡        Storage information

Using this data, you describe the piece of equipment as a single piece of a particular material.

   13.      Install in functional location or equipment

If you have structured your technical system hierarchically using functional locations, you have also thereby defined where a piece of equipment can be installed. In the course of its life span, a piece of equipment can be installed in different functional locations. Alternatively, there may be periods of time when it is not installed or in storage.