Show TOC

 Maintenance Plan Category

Definition

You use the maintenance plan category to determine which maintenance call object the system generates for a maintenance plan when a maintenance call is due (for example, maintenance order).

Furthermore, you can also define number ranges and the reference object view (for example, equipment, functional location, serial number) in the maintenance plan category.

SAP delivers pre-defined maintenance plan categories in the Standard system. You can create further maintenance plan categories in the Customizing of Plant Maintenance under Start of the navigation path Plant Maintenance and Customer Service Next navigation step Set Maintenance Plan Categories End of the navigation path .

Use

You can create maintenance plan categories with the following maintenance call objects:

  • Maintenance order and service order (PM, CS)

"Maintenance order or service order" is defined as the call object. The system generates a maintenance order or a service order for a due maintenance call.

You can use this maintenance plan category to process planned maintenance, for which detailed planning using an order is required.

You can specify a priority for the maintenance or service order in the maintenance item of a maintenance plan (see Maintenance Item Priority ).

For more information on orders, see the documentation Maintenance Orders and Service Orders .

You can also set the order type in Customizing in such a way that the system generates an order and a notification simultaneously. The supplementary notification is helpful if, in addition to the order, you also want to define a history for the damage processed in the notification, to be able to evaluate this better in the Plant Maintenance Information System (PMIS).

For more information about the Plant Maintenance Information System, see LO - Logistics Information System .

You can also automatically generate WCM objects for orders. For further information, see Automatic Generation of WCM Objects .

  • Maintenance or service notification (PM, CS)

"Maintenance or service notification" is defined as the call object. The system generates a maintenance notification or a service notification for a due maintenance call.

You can use this maintenance plan category to process planned maintenance, for which rough planning (for example, describing the tasks to be performed) is sufficient. The call object, maintenance notification, is very useful if a maintenance order is not necessary, for example, since you only want to enter a note in the notification, indicating that a technical object should be checked.

You can specify a priority for the maintenance or service notification in the maintenance item of a maintenance plan (see Priority for Maintenance Item ).

You can trigger an automatic task determination for the generated notifications (see Automatic Task Determination for Notifications ).

For more information about maintenance notifications, see Maintenance Notification .

  • Service Entry Sheet (MM)

"Service entry sheet" is defined as the call object. The system generates a service entry sheet for a due maintenance call.

You can use the maintenance plan for service procurement in Purchasing to process regular services, for example, the monthly maintenance of an elevator or a photocopier.

For more information about services generally, see MM - Service .

  • Service Order for Outline Agreements

"Service order" is defined as the call object. The system generates a service order for a due maintenance call.

You can use the maintenance plan with reference to an outline agreement to determine the dates agreed in the contract for the services due in the cycle, and to generate service orders automatically.

  • Service Notification for Outline Agreements

"Service notification" is defined as the call object. The system generates a service notification for a due maintenance call.

You can use the maintenance plan with reference to an outline agreement to determine the dates agreed in the contract for the services due in the cycle, and to generate service notifications automatically.