Procedure

1. Use the following procedure to call the transaction:

Menu Path

Logistics Plant Maintenance Preventive Maintenance Maintenance

Planning Maintenance Plans Create Strategy Plan

Transaction Code

IP42

2. Enter the following data:

Field

Data

Maint. plan cat.

Plant maintenance

Strategy

3. Choose

Description

Key date scheduling

The Create Maintenance Plan: Strategy plan screen appears.

4. Enter the following data:

Field

Data

Maintenance plan text

Calibrate multimeter

Equipment

10003540

Multimeter, analog

Order type

PM06

Calibration order

5. Choose

Description

6. Choose the Maintenance plan scheduling parameters tab page.

7. Enter the following data:
Field

Data

Description

Call horizon (%)

90

Determines when the PM order should be generated for

the maintenance call.

Scheduling period

365

The scheduling period during which the system generates

maintenance calls.

Start of cycle

8. Choose

One month before The system generates a maintenance order from the
todays date
maintenance plan every 30 days, so you set the cycle start
one month in the past. This ensures that an order is
available after scheduling.

9. Do not leave this screen.

Creating a Single Cycle Plan

1. Choose Logistics Quality Management Test Equipment Management Calibration Planning
Maintenance Planning Maintenance Plan Create Single Cycle Plan.
The initial screen for creating a maintenance plan appears.
2. Enter a

maintenance plan category and choose

You must choose an order type which is coupled with QM for the calibration inspection.
The single cycle plan appears.
3. Enter data as required.
If you specify a service unit for the cycle, the system automatically selects the first suitable counter for the
reference object as a default value.
4. On the Scheduling parameters tab page, maintain the
if required.

scheduling parameters for the maintenance plan,

You can only maintain the scheduling parameters for the maintenance plan if you have entered a
unit for the cycle in the Interval section. The system can recognize from the unit whether it is a
performance-based or time-based single cycle plan and provides the appropriate scheduling
parameters.
5. Enter data as required for the maintenance item.
6. Assign a task list to the maintenance plan. Note the prerequisites described in Assigning a Task List to a
Maintenance Plan.
o

To assign a task list, choose

To create a task list, choose

with quick info Create task list/general task list.

7. If necessary, you can assign additional technical objects to the maintenance item using the Object list tab
page (see Object List).
8. If you want to create additional maintenance items, choose

with quick info Create maintenance item.

9. Save the maintenance plan.

Creating a Time-Based Strategy Plan

1. Choose Logistics Quality Management Test Equipment Management Calibration Planning
Maintenance Planning Maintenance Plan Create Strategy Plan.

The initial screen for creating a maintenance plan appears.

2. Enter data as required:
Enter a maintenance plan category. You must choose an order type which is coupled with QM for the
calibration inspection.
Enter a time-based
3. Choose

maintenance strategy.

The strategy plan appears.

4. Enter data as required for the maintenance plan header and maintenance item.
5. Assign a task list to the maintenance plan. Note the prerequisites described in Assigning a Task List to a
Maintenance Plan.
o

To assign a task list, choose

To create a task list, choose

with quick info Create task list/general task list. Assign
maintenance packages to the operations for the task list.

After you have assigned a task list, the system displays the following data:
o

On the Item tab page the assigned task list

On the Maintenance plan cycles tab page the maintenance packages from the strategy which
are assigned to the operations in the task list

6. If necessary, use the Object list tab page to assign additional technical objects to the maintenance item
(see Object List).
7. If you want to create additional maintenance items, choose
8. On the Scheduling parameters tab page, maintain the
if required.

with quick info Create maintenance item.

scheduling parameters for the maintenance plan,

9. Save the maintenance plan.

Creating a Performance-Based Strategy Plan

1. Choose Logistics Quality Management Test Equipment Management Calibration Planning
Maintenance Planning Maintenance Plan Create Strategy Plan.
The initial screen for creating a maintenance plan appears.
2. Enter data as required:
Enter a maintenance plan category. You must choose an order type which is coupled with QM for the
calibration inspection.
Enter a performance-based

strategy.

The strategy that you enter here must contain the scheduling indicator Performance and a
dimension other than time.

3. Choose

The strategy plan appears.

4. Enter data as required for the maintenance plan header and maintenance item.
5. Assign a task list to the maintenance plan. Note the prerequisites described in Assigning a Task List to a
Maintenance Plan.
o

To assign a task list, choose

To create a task list, choose

with quick info Create task list/general task list. Assign
maintenance packages to the operations in the task list.

After you have assigned a task list, the system displays the following data:
o

On the Item tab page the assigned task list

On the Maintenance plan cycles tab page the maintenance packages from the strategy which
are assigned to the operations in the task list

6. If necessary, use the Object list tab page to assign additional technical objects to the maintenance item
(see Object List).
7. If you want to create additional maintenance items, choose
8. On the Scheduling parameters tab page, maintain the
if required.
9. Save the maintenance plan.

with quick info Create maintenance item.

scheduling parameters for the maintenance plan,