Enterprise

Structure

Define Plants

Assign plant to company code

Maintain/define maintenance planning plant ( from created

Maintenance Plant)

Assign Planning plant to Maintainenance Plants

Define Types of Technical Objects

Define Types of Technical Objects

Define Plant Sections

Define Planner Group

Define ABC Indicators

Define Authorization Groups

Define ABC Indicators

Create Structure Indicator for Reference Locations/Functiona

Alternative Labeling of Functional Locations

Define Category of Functional Location

Maintain Equiment Category

Usage History Update

Define Installation at Functional Location

Assign User Status Profile to Equipment Category

Create Plants

Assign plant to company code

In the IMG activity "Assignment Plant - Company Code" you assign each plant to a company code.
A plant can only belong to one company code.
Note

Complete functionality of the system can only be ensured if the plants assigned to a company code are only those situated in the same coun
It is therefore recommended that you also create a company code for each country in which a plant is situated.
Examples
Only then are tax postings created when transferring stock between plants in different countries.
The taxation procedure and Intrastat declaration are supported only for the country of the company code.
Requirements
Before you can assign plants to company codes, you must define the valuation control.

You may change the valuation control in the production system only after contacting your SAP consultant. Changes may cause inconsistenci
Actions
Assign your plants to company codes.

Maintain maintenance planning plant

You can define your maintenance planning plants in this step.
You can find further information about the organizational units in Plant Maintenance in the section Plant Maintenance.
Note
The maintenance planning plants must first have been created as normal plants.

If all the plants in your organizational structure are also maintenance planning plants, then you must include each of these plants as a main
Recommendation

You should then always use maintenance planning plants if the maintenance planning is carried out centrally for several plants in one plant.
planning plant.
Activities
Assign the differing maintenance planning plants to the maintenance plants.

In this step, you define the types of technical objects.

You can assign each piece of equipment and each functional location to a technical object type. This allows pieces of equipment that have th
evaluating your master data or maintenance data.
The types of technical objects are also used as a grouping instrument in fleet management.

Activities
Assign a key and a description for each type of technical object.

You can assign each piece of equipment and each functional location to a technical object type. This allows pieces of equipment that have th
evaluating your master data or maintenance data.
The types of technical objects are also used as a grouping instrument in fleet management.

Activities
Assign a key and a description for each type of technical object.

The plant section enables you to subdivide the maintenance plant from the point of view of production responsibility. The person responsible
maintenance.
The plant section can be used for evaluation purposes.
Every piece of equipment and functional location can be assigned to a plant section.
Note
You can also specify a plant section when processing maintenance tasks.
Activities
Define your plant sections.

Define Planner Groups

Use
This step allows you to define maintenance planner groups.
Planner groups or maintenance planning groups must be defined separately for each maintenance planning plant.

Depending on the size and structure of your company, a maintenance planning group may be an individual department (for central work pre
Every piece of equipment and functional location can be allocated to a maintenance planning group.
Maintenance planning groups can also be used for evaluation purposes.
Notes
You must also specify a maintenance planning group when processing
maintenance tasks.

Activities
Define your maintenance planner groups.

Define ABC Indicators

You can define your 'ABC indicators' with this step.
You can form object categories by means of the ABC indicator.
The characteristics of the ABC indicator can be used as a selection criterion in evaluations.
You can determine which particular values are to be valid as ABC indicators and the meaning that is given to these values.
The ABC indicator can be entered in equipment as well as functional locations.
Actions
Dept. Shutdown, Potential Prod Loss, Reduced prod. loss, No effect on prod.

Define Authorization Groups

Use

In this Customizing activity, you define authorization groups for your technical objects. Authorization groups are used to categorize similar o
Activities
Create the authorization groups for your technical objects.
Example
You have two maintenance departments, truck fleet and production. There is a series of equipment in the system for both departments. You
user 'B' may only process equipment from the production area.
To do this, define two authorization groups and assign these to the two users 'A' and 'B' in their user master record.
The equipment must also be assigned to the two authorization groups.
The two users can then only process objects from their own user department.
Notes
If no authorization group is entered in an object, the check is not carried out. If this is the case, the user may process the object.

You can define your 'ABC indicators' with this step.

You can form object categories by means of the ABC indicator.
The characteristics of the ABC indicator can be used as a selection criterion in evaluations.
You can determine which particular values are to be valid as ABC indicators and the meaning that is given to these values.
The ABC indicator can be entered in equipment as well as functional locations.
Actions
Dept. Shutdown
Potential Prod Loss
Has Installed Spare
Prod. loss involved

In this step, you can define your

structure indicators for reference functionallocations and functionallocations. in this step. The structure indicator determines the edit mask a
The edit mask defines:
the total length of the functional location number
the lengths of the individual blocks of the functional location number
the characters allowed
Numbers
--> Edit mask N
Letters
--> Edit mask A
Numbers and letters --> Edit mask X
Special characters and numbers and letters --> Edit mask S
Notes
The characters allowed can be defined by field.
Once a functional location already exists for a particular structure indicator, you receive a warning when you change the edit mask.
Activities
Define the possible edit masks for functional locations and reference functional locations.

Alternative Labeling of Functional Locations

In this step you can define whether you want to use alternative labeling systems for functional locations.
Example
You use a graphical information system in which the functional locations are managed using different labels or numbers to those in the SAP

You want it to be possible for specific users to address the same functional location using the label from the graphical information system. A
In the following settings, you can define whether different labeling systems are permitted for functional locations, and if so, how many.
Technical information
These functions can be used to ensure that the key for the functional location is not linked to the display of the label on the screen.
This means that you can address the same functional location using different labels.
For this, the program uses an internal, unique number that is not transparent for the end-user.

For each category of reference functional location you can define the following:
the status profile
the default value for measuring point categories
These changes are then valid for all the 'genuine' functional locations that are derived from this reference functional location.
You can define various categories of reference functional locations here.
Note

You should always use reference functional locations when you use several systems of the same category and you want to represent them w
Example

You have three filling machines with the same structure in your company. These filling machines are to be managed in the system with three
for example, to the structure or to the technical data just once in the system.

Solution: You create a reference functional location for a filling machine. The actual functional locations or the actual filling machines are cre
of changes which affect all three filling machines the reference functional location is always changed. When the reference functional location
machines, are also changed automatically.
Recommendation

The reference functional location category is used only for field selection. When a reference functional location refers to 'genuine' functional
need a particular kind of field selection in the case of reference functional locations, you do not need to create any new categories of referen
Actions
Define the categories for the reference functional locations.
Functional Location category contains
Status profile
Partner determination procedure
Default value for measuring point
Field selection
Permit change document
Object info key

Maintain Equiment Category

In this IMG activity, you define equipment categories. You use equipment categories to determine the basic properties that you want the cor

Using control attributes, you can decide which equipment categories you need and how many. The following control attributes are available:

Assignment of a reference category (used especially to define history-relevant fields of an equipment master record)
Descriptive name of the equipment category by assigning a short text
Prohibition of alphanumeric numbers in external number assignments
Activation of change documents for documenting master data changes
Triggering of specific Workflow events during master data maintenance
Assignment of a view profile for master data maintenance
Definition of a synchronization between material number and construction type
Specification of whether you can enter linear data for a piece of equipment
If you want to create linear data for the equipment, you must set the Linear Asset indicator for the equipment category. You must also assign
In the standard system, the equipment category L - Linear Data is available in client 000 and can be copied to the relevant clients.
Notes
In IMG activities that follow, you can define further properties for your equipment categories:

In addition to the view profile that enables you to easily configure specific tab pages, you can also assign additional tab pages to each equip
cases for equipment maintenance. These additional tab pages cannot be configured using a view profile.
Note that if you deactivate the additional tab pages, the system is easier to use. If one of the deactivated tab pages is required for a specific
correpsonding menu function).
In addition, you can assign number range intervals for internal and external number assignments to the equipment category. Note that in a
numeric or if it can also be alphanumeric.
You can make the following settings for the equipment usage period:
Usage history update
Definition of history-relevant fields (the definition is made for each reference category, not for each equipment category)
Support of installation at functional locations
Other important settings for the equipment category are:
Assignment of a status profile
Assignment of a partner determination procedure
Support of multilingual texts
Activities
1. Assign the indicators for your equipment categories.
2. Enter the descriptions for your equipment categories.
3. Assign a reference category to each equipment category.

Usage History Update

You define the equipment categories for which you want an ongoing usage history to be kept in this step. Changes to certain master data fie
reference category.
Example

Using the usage history, you can, for example, define that changes to the account assignment data (e.g. cost center) are always documente

This means that a change to the cost center in the equipment master record will always be documented by the system in such a way that yo
change to the cost center at any time.

In contrast to the change doucmentation with change documents, not only the contents of the cost center field are saved before and after th
at the time of the change are saved to the database.
Notes

In this step you define for each equipment category, whether the installation of a piece of equipment is allowed at a functional location.
Note
You only need to edit this step if you use functional locations.
Activities
You have the option of defining for each equipment category whether the installation of equipment at a functional location is allowed

Assign User Status Profile to Equipment Category

You can allocate a status profile to each equipment category in this step.
Notes

You should only use different status profiles for the individual equipment categories when this is necessary from the viewpoint of your proce
categories.

If you are using different status profiles for different equipment that is administered by the same users, there is a risk that the status mainte
statuses.
Activities
Check that the standard system status fulfills your requirements.
You should only define a user status if the number or level of detail of the system status does not conform to your requirements.
If necessary, assign a user status profile to each equipment category.