SAP PM - Maintenance Planning
Maintenance planning in SAP PM is used to avoid any equipment breakdown or production breakdown. It
is used to represent inspection, preventive maintenance and repairs for which you plan time and scope of
work in advance. By performing effective maintenance planning, you can remove the breakdowns, which
can result in environmental hazards.
Maintenance planning component is integrated with different components of other modules and
subcomponents in Plant Maintenance −
Maintenance task lists
Maintenance orders
Maintenance noti cations
Work clearance management
There are various components of Maintenance Planning that integrates with other modules such as Quality
Planning and Material Management.
Maintenance planning is used describe date and inspection activities to be performed for technical objects.
It ensures that technical objects work with breakdown and hence improve the optimization of all the objects.
Maintenance Plans
Maintenance plan de nes the schedule and list of tasks to be performed under Maintenance Planning. A
maintenance plan can be created as per organization’s work such as different objects can be maintained on
different dates and the scope can be different as per the object type.
Following procedures can be used to create Preventive Maintenance Plan −
Single Cycle Plan
Strategy Plan
Multiple Counter plan
Maintenance plan for service procurement
Maintenance plan for an outline agreement
Single Cycle Plan
Single cycle maintenance plan is used to de ne exactly one time-based or performancebased maintenance
cycle, in which you specify the interval at which the maintenance plan should be executed. It is one of the
simplest maintenance plan used for Maintenance planning.
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Example
Annual maintenance of a car or service of a Printer after 1 million copies.
Step 1 − To create a single cycle plan, navigate to Logistics Plant Maintenance
Maintenance
T - Code − IP41
Maintenance Planning
Maintenance Plans
Create
Preventive
Single Cycle Plan or
Step 2 − In the next window, enter the plan name and Maintenance plan category and click
Continue.
Step 3 − Enter the necessary data.
When you enter a performance unit for the cycle, the system automatically selects the rst counter suitable
for the reference object as a default value. You can also maintain the scheduling parameters if required.
You can only maintain the scheduling parameters for the maintenance plan, if you have entered a unit in
the section Interval for the cycle. From the unit, the system can recognize whether the single cycle plan is
performance-based or time-based and provides the corresponding scheduling parameters.
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Step 4 − To select the task list, click the icon at the bottom.
Step 5 − Select the task list type and enter the functional Location/Equipment number.
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Step 6 − Select the tasks from the task list and click the Execute button.
Step 7 − Next, go to Maintenance Plan Scheduling parameters and enter the relevant data-
scheduling period and the start of the cycle.
Step 8 − Click the Maintenance plan additional data tab and maintain the relevant data.
Step 9 − Click on to save the single cycle plan.
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Strategy Plan
In SAP PM, you can use strategy plans to show complex maintenance cycles. You create a strategy plan and
assign a maintenance strategy in which you have de ned the maintenance cycles.
A maintenance strategy contains general scheduling information, and you can assign a maintenance strategy
to many maintenance plans and maintenance task lists.
Multiple Counter Plan
A multiple counter plan can be created without a maintenance strategy and is used for performance-based
maintenance. In a multiple counter plan, you create maintenance cycles and allocate counters of equipment
or functional locations with different dimensions to them.
In live scenarios, you use multiple counter plan for individual activities or for individual groups of activities.
Example
Multiple counter plan is suited for the airline industry. You can capture where dimensions like inspections
of the landing gear should depend on the number of kilometers own and the number of take-offs, etc.
Maintenance Plan for Service Procurement
The maintenance plan category for service procurement is used to combine the functions from PM and
material management applications. When you create a Maintenance plan for service procurement with
plan category MM, you can assign the following −
External service order
G/L account
Settlement order
Service speci cations
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Maintenance Plan for an Outline Agreement
Using maintenance plan with outline agreement, allows you to simplify the processing of services as per
the outline agreement for different objects. When you create a maintenance plan with an outline
agreement, following maintenance call objects are created −
Service Noti cation
Service Order
In SAP PM, the maintenance plan based on an outline agreement combines the functions from different
SAP modules −
Plant Maintenance (PM)
Sales and Distribution (SD)
Customer Service (CS)
To create a maintenance plan with an outline agreement, you have to maintain the following data in Sales
and distribution −
Service Product
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You have to maintain the following data −
Plant for maintenance planning
Work center
Order type
Plant of maintenance work center
Business area
General maintenance task list
Task List Type
An outline agreement meets the following conditions −
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The contract category is Contract
The contract type is Service and Maintenance (WV)
On the tab strip Sales, you have speci ed −
Start and end dates of the contract
Service product as outline agreement item
Creating an Outline Agreement
Navigate to Logistics
→ Customer Service
→ Service Agreements
→ Contracts
→ Contract
→
Create
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