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How To Create Maintenance Strategy in SAP PM

The document describes how to create a maintenance strategy in SAP PM. It involves navigating to transaction code IP11, creating a new maintenance strategy, and defining details like the name, description, strategy unit, call horizon, and shift factors. It also describes adding maintenance packages by providing details like the package number, cycle length, unit, and hierarchy. Successfully creating the maintenance strategy and packages completes the process of defining a strategy in SAP PM.

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100% found this document useful (1 vote)
1K views4 pages

How To Create Maintenance Strategy in SAP PM

The document describes how to create a maintenance strategy in SAP PM. It involves navigating to transaction code IP11, creating a new maintenance strategy, and defining details like the name, description, strategy unit, call horizon, and shift factors. It also describes adding maintenance packages by providing details like the package number, cycle length, unit, and hierarchy. Successfully creating the maintenance strategy and packages completes the process of defining a strategy in SAP PM.

Uploaded by

mahesh_rai44
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
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Download as PDF, TXT or read online on Scribd
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SAP PM – Create Maintenance Strategy in SAP

How to create maintenance strategy in SAP PM

In this activity you create maintenance strategy in SAP to define the frequency of specific work packages for a
type of equipment. Work package can be a inspection, maintenance, service, etc. Each of this work packages
consists the different frequencies.

Navigation

You can define maintenance strategy in SAP PM by using the following navigation method.

Transaction IP11
code

SAP Menu Logistics > Plant Maintenance> Preventive Maintenance > Maintenance planning >
Path Maintenance strategies > change.

Configuration steps

Perform the following configuration steps to create maintenance strategy in SAP Plant Maintenance module.

Step 1 : Execute t-code “IP11” in command field from SAP easy access screen.

Step 2 : On change view maintain strategies overview screen, choose maintenance strategies folder under
dialog structure and click on new entries button to create the new maintenance strategy in SAP.

Step 3 : On change maintenance strategies details screen, update the following details.

Name : Enter the alpha numeric key that defines as strategy in SAP.
Description : Update the descriptive text of maintenance strategy i.e. Electric pumps perf. based H.
Scheduling indicator : Choose the appropriate unit, i.e. time.
Strategy unit : It defines as unit of time, choose Mon (month) or Yr (year).
Call horizon : In most cases 100% is used for call horizon. When an order is generated before a call is required, it is
expressed as percentage of cycle length.
Shift factor for late completion : It is used to determine the impact of late completion of work. Update the percentage for late
completion
Tolerance for late completion (%) : Update percentage of tolerance for late completion
Shift factor for early completion :It is used to determine the impact of early work completion, enter the percentage factor for
early completion.
Tolerance for early completion (%) : Update the percentage of tolerance limit for early completion.
Factory Calendar : Leave this field as blank or choose the factory calendar as per requirements.

Step 4 : Choose the maintenance strategies key and click on packages folder.

Step 5 : Click on new entries button and update the following details.

Package no : Update the sequential identifying number of cycle item, starting at 1.


Cycle length : Frequency of inspection or maintenance period.
Unit : Unit for performance of maintenance task.
Maintenance cycle text : Descriptive text of work.
Cycle short text : Update the two characteristic key as cycle short text and it is used for assigning to task list.
Hierarchy : Enter the hierarchy level of maintenance package.
Hierarchy shot text : Short text of hierarchy.
Successfully we have created maintenance strategy in SAP PM.

SAP PM

⊩ SAP PM Tutorial

SAP PM - Enterprise Structure

⊩ SAP PM - Define Company

⊩ SAP PM - Define Company Code

⊩ SAP PM - Assign company to company code

⊩ SAP PM - Define Plant

⊩ SAP PM - Assign Plant to Company code

⊩ SAP PM - Maintain Maintenance Planning Plant

⊩ SAP PM - Maintenance Planner group

⊩ SAP PM - Define Purchase Organization

⊩ SAP PM - Assign Purchase organization to Plant

⊩ SAP PM - Define Purchase group

⊩ SAP PM - Storage Location

SAP PM - Master Data

⊩ SAP PM - Create Factory Calendar

⊩ SAP PM - Create Work Centers

⊩ SAP PM - Types of Technical Objects

⊩ SAP PM - Attributes for material type

⊩ SAP PM - Define Material Groups

⊩ SAP PM - Maintain company code for MM

⊩ SAP PM - Material Master Record

SAP PM - Functional Locations

⊩ SAP PM - Define Structure Indicator


⊩ SAP PM - Create Functional location

SAP PM - Equipment

⊩ SAP PM - Create Equipment

⊩ SAP PM - Create Equipment Task List

⊩ SAP PM - Measurement Documents

SAP PM - Measuring Points

⊩ SAP PM - Create Measuring Point

SAP PM - Maintenance Planning

⊩ SAP PM - Maintenance Strategy

⊩ SAP PM - Create cycle sets

⊩ SAP PM - Configure Order Types

⊩ SAP PM - Assign Order Types to Planning Plant

⊩ SAP PM - Single cycle maintenance plan

SAP TCodes

⊩ SAP TCodes

⊩ SAP PM TCodes

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