For more information about the prerequisites, see Maintenance Plan with Reference to an Outline Agreement .
Choose one of the following menu options:
Plant Maintenance :
Customer Service:
You reach the initial screen for creating a maintenance plan.
If you use the external number assignment in your company, enter an alphanumeric sequence for the maintenance plan.
Enter the following data:
Maintenance plan category with reference to an outline agreement
Outline agreement
Outline agreement item
Maintenance planning plant
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
|
Service order |
The system copies the start of the agreement as the start date for scheduling into the field
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.
For performance-based maintenance plans, enter a counter in the maintenance plan. |
None |
Service order |
The system creates a single cycle plan. Change the proposal 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 |
Save the maintenance plan.
See also:
Defining a Default Value for a Maintenance Plan Category