PM100 Master Data

USER TRAINING
MANUAL
PM –Master Data Training MANUAL
Submitted by: Rana Adeel

USER TRAINING MANUAL
PM – Master Data
TABLE OF CONTENTS
MODULE: FUNCTION LOCATION OVERVIEW ......................................................................3
MODULE: FUNCTIONAL LOCATION ......................................................................................4
1. Create Functional Location – IL01 ...........................................................................................................................4
2. Change Functional Location – IL02 .......................................................................................................................12
3. Display Functional Location Structure – IH01 ....................................................................................................15
MODULE: EQUIPMENT..........................................................................................................20
MODULE: EQUIPMENT..........................................................................................................22
4. Create Equipment – IE01 ..........................................................................................................................................22
5. Create Fleet Object – IE31 ........................................................................................................................................29
6. Change Equipment– IE02 .........................................................................................................................................39
7. Change Equipment Using List Editing – IE05 .....................................................................................................46
MODULE: WORK CENTER ....................................................................................................49
MODULE: WORK CENTER ....................................................................................................50
8. Create Work Center – IR01 .......................................................................................................................................50
9. Change Main Work Center – IR02 ..........................................................................................................................63
10. Work Center List– CR05 ...........................................................................................................................................67
MODULE: MEASURING POINTS ...........................................................................................71
MODULE: MEASURING POINTS ...........................................................................................73
11. Create Measuring Point – IK01 ...............................................................................................................................73
12. Change Measuring Points– IK02 ............................................................................................................................77
13. Change Measuring Point Using List Editing – IK08 .............................................. Error! Bookmark not defined.
14. Create Measuring Document – IK11 ......................................................................................................................81
USER TRAINING MANUALPM – Master Data Version 1.0 Page 2 of 84

PM – Master Data
Module: Function Location Overview
What is Functional Location?

A Functional Location is a position within the hierarchical structure. It represents a location
where Technical Objects can be installed.
What is a Functional Location Structure?

A Functional Location Structure is a logical break down of a Plant or section of a Plant. It
allows operations and maintenance personnel to easily find the correct area of the Plant and
specific Functional Locations and Equipments that require maintenance.
Structure Indicator
The SAP names for functional locations are created using the structure indicator. The
structure indicator consists of two input fields:
 Edit Mask
 Hierarchy levels
The edit mask is used to control which characters may be used when a number is assigned
(letters, numbers, or both) and how these characters are grouped together or split. The
hierarchy levels field is used to define which level ends at which character and how many
hierarchy levels the structure may contain. It can comprise a maximum length of 40
characters
Maintaining Functional Location

A Functional Location will need to be maintained when:
 Functional Location is activated
 Maintenance responsibility changes
 Financial responsibility changes
 Functional Location is no longer required
If a Functional Location is no longer required it should be deactivated.

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Module: Functional Location
At the conclusion of the exercises, you will be able to:

 Create Functional Location
 Create Functional Location Using List Editing
 Change Functional Location
 Change Functional Location Using List Editing
 Display Functional Location Structure
1. Create Functional Location – IL01

INSTRUCTIONS
Follow the Menu Path: Logistics  Plant Maintenance  Management of Technical
Objects  Functional Location  Create IL01
1. Double click IL01 – Create Functional Location

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2. Information step:
Field Name Field Description
Functional location The label is used to identify a functional location from a user's point of view.
Structure indicator The structure indicator of a functional location determines the structure of
the functional location label. It establishes the following factor:
 Number of hierarchy levels of a technical system
 Key length of the levels
 Separators (hyphens)
Functional location Key which shows the functional location category.
category
Superior functional Functional location which is hierarchically directly above the functional
location location that you are creating, changing or displaying.
3. Exercise step: Update the following fields:

Field Name Values
Functional location Enter Functional location code
Structure indicator HWB
Functional location M
category

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4. Click Enter .
Description Description of the functional location in the form of a short text.

Field Name Values
Description “enter description”
7. Click Enter to validate your entry.

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8. ClickLocation to go to theLocationview.

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9. Information step
Maintenance plant Number which clearly identifies a maintenance plant.
To be assigned to the uppermost level of the Functional Location Structure

and to be inherited to all sub Functional Locations levels within the structure.
Work Center This is about the work center from production planning that is
represented by this technical object.

Field Name Values
Work Center Enter the Production work center

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11. Click Organization to go to the Organizationview

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Company code The company code is an organizational unit within financial accounting.
Business area Key identifying a business area.
Cost center Key uniquely identifying a cost center.
Planning plant Code representing the business unit (Plant) responsible for planning
maintenance activities, should default from superior functional location.
Planner group Code representing the Maintenance Planner responsible for preparing any
work orders generated for this functional location.
Main work center Key which uniquely identifies the responsible work center for this technical
object.
Catalog profile Key of the Report schema that is the basis for the message.

Field Name Values
Cost Center Enter the cost center

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14. Click Save to save your master data record and return to the Create Functional
Location: Initial screen.
The system displays the message “ ”.
15. Click Exit .to go to SAP Easy Access

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2. Change Functional Location – IL02

SCENARIO
A Functional location may need to be updated due to changes to its master data. In this
exercise we select the Functional location that we just created. The Functional location
records must be maintained to ensure integrity of information.
INSTRUCTIONS
Objects  Functional Location  Change IL02
1.Double click IL02 – Change Functional Location
Note:
Normally, the last functional location you worked on defaults If you want to change
that particular functional location, click Enter to proceed. If you want to change a
different functional location, enter the number of the functional location to be changed
and click Enter.
Edit mask The edit mask describes the structure that the identification of a functional
location is to have. The mask must consist of at least one character, which
cannot be a separator.
An edit mask generally consists of several blocks of characters, which are

clearly marked at the end by the number of a hierarchy level. In addition, the
individual blocks can be visually divided from one another by separators.

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Functional location Hierarchy levels subdivide a functional location into different layers.
hierarchy levels
Structure indicator The structure indicator of a functional location determines the structure of
the functional location label. It establishes the following factor:
 Number of hierarchy levels of a technical system
 Key length of the levels
 Separators (hyphens)

Field Name Values
Functional location Choose the functional location you created
4. Click Enter .

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Field Name Values
Description Change the description
6. Click Save to save your master data record and return to the Create Functional
Location: Initial screen.
The system displays the message .
7. Click Exit togo to the SAP Easy Access screen.

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3. Display Functional Location Structure – IH01

SCENARIO
You only know the high level functional location code for Eastern Area and wish to see the
hierarchy.
This transaction can be used to get an overview of the plant structure or find a particular item
on the plant. The equipment, assembly and bill of material (BOM)assigned to the Functional
Location will be displayed by this transaction.
INSTRUCTIONS
Objects  Functional Location Structural Display - IH01
1. Double click IH01 – Structural Display
Note:
Normally, the last functional location you worked on defaults If you want to displaythe
structure of that particular functional location, click Enter to proceed. If you want to
displaya different functional location structure, enter the number of the functional
location whose structure is to be displayed and click Enter.

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Valid from Date indicating as of when an entry is valid..
Display levels above Number of hierarchy levels in the structure that are to be exploded upwards
Display levels below Number of the hierarchy levels in the structure that are to be exploded
downwards.
Plant Key uniquely identifying a plant.
BOM application This key represents a process for automatic determination of alternatives in
the different organizational areas within a company.

Field Name Values
Functional location HWB
Valid from Today’s date
4. Click Execute
Note:
The information message at the bottom of the screen highlights the fact that “The
upper most structure level has been reached”. You can manipulate this Structure
List in various ways. For more information on how to manipulate this Structure List,
please refer to the Reporting Training Modules. For this exercise, we are going to
expand the Functional Location Structure so that we can view all of its
assignments.
5. Click Expand whole

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Functional Location Structure: Structure List
Note:
You are able to view the Functional Location Structure and all its assignments.
The color key can be displayed as shown below.
6. Click SettingsColor Keyor F6 to view the Color Legend
Note:
This action results in a pop-up screen showing us the “Color Legend”.

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Functional Location Structure: Structure List
7. Click Close , Continue or Cancel to close the Color Legend pop-up screen
8. Click Back to go back to the Functional Location Structure: Selection screen

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Functional Location Structure: Selection screen
9. Click Exit to go to the SAP Easy Access screen.

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Module: EQUIPMENT
What is Equipment?
Equipment is an individual physical object that is to be maintained as an autonomous unit.
Pieces of equipment usually represent single objects for which maintenance tasks should be
recorded and history is kept. Equipment moves & can be installed & dismantled at functional
locations.
Equipment can be sequentially numbered by the system,if a number range is assigned. The
Equipment can also be classified in the same manner as Functional Locations using the same
Classification system.
The Equipment is connected to a Functional Location. History and cost of the interventions on
equipment will "follow" it wherever it is installed in the Pyramid in a given Plant.
Creating Equipment
Equipment master record is created to represent an object that requires maintenance history
to be recorded. A new Equipment master record is created when:
 A new Equipment is purchased or
 Existing Equipment is replaced.
During the creation of the Equipment it is possible to:

 Create Measuring Points and Counters
 Assign Classes and Characteristics
Important fields when creating a master record are:

 Equipment Type:
1. Determines the layout of the master record screen
2. Shows which type of equipment it is.
 Equipment Number is a unique number assigned to each Equipment.
Maintaining Equipment Records

An Equipment record will need to be maintained when:
 Equipment’s location is changed.
 Maintenance or financial responsibility changes.
 Equipment is decommissioned and scrapped.
If Equipment is no longer required it needs to be deactivated and flagged for deletion.
System Status
System Status is set internally by the system for particular business transactions within
general status management. They inform you whether a particular business transaction has
been performed at a technical object, and which business transactions you may now perform

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for the technical object based on this status. System Status cannot be changed directly by the
user and are set automatically by the system when you perform particular business
transactions.
You are only able to display them.
Install Equipment
Equipment can be installed at a single Functional Location at any given time. A Functional
Location may have no / single / multiple equipment at any given time. Installing Equipment to
a Functional Location also depends on the settings in the Functional Location master record.
Upon installing the Equipment the following steps should be taken into account:
 Update the account assignment (for example cost center).
 Update the user status (if applicable).
 Activate maintenance plans (if applicable).
The system status changes to INST for ‘Installed’. A usage period is written for the Equipment
record.
Dismantle Equipment
Equipment needs to be dismantled from the Functional Location when it is removed from the
Functional Location. Upon dismantling the Equipment, the following steps should be taken into
account:
 Update the account assignment (for example cost center).
 Update the user status (if applicable)
 Activate maintenance plans (if Applicable)
A usage period will be created upon dismantling. The system status will change to AVLB for
‘Available’.
When creating Equipment master record you are able to copy an existing Equipment record.
The information from the existing Equipment record is copied into the new Equipment record
and can be changed as required. Each Equipment record must be assigned anEquipment
type. The Equipment type is used to search for and report on the different types of
Equipments. Upon saving, the system will assign a unique number to the Equipment record.
This is the number that is used to reference the Equipment record in SAP.

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Module: Equipment

 Create Equipment
 Create Fleet object
 Install Equipment
 Create Equipment Using List Editing
 Change Equipment
 Change Equipment Using List Editing
 Dismantle Equipment
4. Create Equipment – IE01

SCENARIO
A newEquipment is going to be brought into service. You need to create an equipment record
before it can be installed into a functional location.
You will record details for the item, such as the maintenance plant, cost center, planning plant,
and the structure of the equipment when you create the master data.
INSTRUCTIONS
Objects Equipment Create (General) - IE01
1. Double click IE01 – Create (General)Equipment
Create Equipment: Initial Screen

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Equipment Number by which a piece of equipment can be clearly identified.
Valid On Validity date of the technical object.
Equipment category Key for distinguishing individual technical objects according to their use.

Field Name Values
Equipment Leave it blank
Valid on Today’s date
Equipment category M
4. Click Enter .
Description Description of a technical object in the form of a short text.

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Field Name Values
Description Any suitable description
7. Click Location to go to the Create Equipment: Locationscreen.

Field Name Values
Maintenance plant 1000

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maintenance activities..
Planner group Code representing the Maintenance Planner responsible for preparing any work
orders generated for this equipment.
object.

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Field Name Values

Asset Enter the asset number
Catalog Profile Enter the catalog profile
Note:
Field entries for Company code and planning plant will default due to entries made
earlier on.
There is a warning message highlighting the fact that “Planning plant is taken as the
plant for the main work center”. Please press enter and continue.
13. Click Structure to go to the Structure view
14. Click on to install the Equipment at Functional Location

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Information step:
Functional Location Label that uniquely identifies a functional location.

Field Name Values
Functional Location Enter the Functional Location in which you want
to install the equipment
Note:
The field for functional locationhas now been updated with the functional location
where the equipment was installed.
16. Click Save to save your master data record and return to the Create Equipment:
Initial screen.

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The system displays the message “Equipment created with the number XXXXXXXXXX”.
17. Note down the equipment number from the message bar
Equipment number………………………………

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5. Create Fleet Object – IE31

SCENARIO
A new Truck is going to be brought into service. You need to create a fleet object record
before it can be installed into a functional location.
You will record details for the item, such as the object type, maintenance plant, cost center,
planning plant, planner group, main work center and the structure of the equipment when you
create the master data.
INSTRUCTIONS
Objects Equipment Create (General) – IE31
1. Double click IE31 – Create (General)Equipment

Valid On Validity date of the technical object.
Vehicle Type Controls which equipment categories are allowed and which views will
be created for the object

Field Name Values
Equipment Leave it blank

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Field Name Values

Valid on Today’s date
Vehicle Type VEH04 (Truck)
Equipment category V Vehicle
4. Click Enter .
Vehicle Type Key that describes the type of technical object.

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Field Name Values

Description Any suitable description
7. Click Location to go to the Create Fleet Object: Locationscreen.

Field Name Values

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maintenance activities..
Planner group Code representing the Maintenance Planner responsible for preparing any work
orders generated for this equipment.
object.
Field Name Values

Planning Plant 1002
Planner Group VEH

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Note:
For Fleet objects there are more views than equipment views. These views contain
specific data for Fleet management. For the first view Vehicle ID and
Measurements:
- Identification data
- Dimension data
- Transport relevant data
- Identification data
And for the second view Vehicle Technology:
- Engine data
- Fuel and Lubricants
- Replacement Data
- Other attributes
All these fields help in managing fleet object and keeping of its history but it not
mandatory fields.
13. Click Structure to go to the Structure view

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14. Click on to install the Equipment at Functional Location
Information step:
Functional Location Label that uniquely identifies a functional location.

Field Name Values
Functional Location Enter the Functional Location in which you want
to install the equipment
Note:
The field for functional locationhas now been updated with the functional location
where the equipment was installed.
16. Click Vehicle ID/Measmnts to go to the Vehicle ID and

Measurementsview

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Identification number for fleet object
Fleet objectNo.
License plate number
License plate
End of validity period for license plate number or other licenses
ValidityEndDate
Manufacturer Vehicle Identification Number for Fleet Object
VIN
Chassis number
Chassis no.
Maximum fleet object height
FleetObj.Height
Width of fleet object
FleetObj. width
Maximum fleet object length
Object length
Unit of measurement for the outer dimensions (length, width and height)
Unit of length of the fleet object
Weight of object
Weight
The unit that applies to the net or gross weight of the fleet object or to the
Unit of weight load weight

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Permitted weight of the fleet object (including load), expressed in the unit
Total Weight of measurement that you have specified in the field Unit of weight
The maximum weight of freight that can be carried by the fleet object,
Max Load weight expressed in the unit of measurement that you have specified in the field
unit of weight
The maximum load volume, expressed in the unit of measurement that
Load volume you have specified in the field volume unit
The unit of measurement in which you specify the volume of the fleet
Volume unit object
The maximum height of an object that can be transported in the fleet
Load height object, expressed in the unit of measurement that you have specified in
the field unit for freight dimensions
The unit of measurement for length, width, and height dimensions of the
Unit of length fleet object
The maximum width of an object that can be transported in the fleet
Load width object, expressed in the unit of measurement that you have specified in
the field unit for freight dimensions
The maximum length of an object that can be transported in the fleet
Load length object, expressed in the unit of measurement that you have specified in
the field unit of freight dimensions
The number of compartments into which the fleet object is divided
No.Compartments

Field Name Values
License Plate Enter the License Plate number
Validity End Date Enter the Expiry date for the License
Chassis no. Enter the Chassis Number
19. Click Vehicle Technology to go to the Vehicle Technologyview

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The primary fuel type with which the fleet object is operated (for
Primary Fuel
example, diesel, gasoline, lead-free gasoline, gas)
Engine type of fleet object
Engine type
Engine serial number of manufacturer
EngineSerialNo.

Field Name Values
Primary Fuel Select the Fuel Type
22. Click Save to save your master data record and return to the Create Fleet Object:
Initial screen.

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The system displays the message “Equipment created with the number XXXXXXXXXX”.
23. Note down the fleet number from the message bar
Equipment number………………………………

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6. Change Equipment– IE02
SCENARIO
Master data for equipment might change from time to time, for example, cost center allocation
and characteristics.
You need to update some information in the record you have just created.
INSTRUCTIONS
Objects  Equipment  Change –IE02
1. Double click IE02 – Change
Note:
Normally, the last equipment number you worked on defaults If you want to change
that particular equipment, click Enter to proceed. If you want to change different
equipment, enter the number of the equipment to be changed and click Enter.
3. Click Possible Entries to search for the equipment.

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Note:
An “Equipment Number 1” screen pops up. This screen has got various tabs for
selecting the desired equipment for instance;
a)Equipment by asset number
b) Equipment by cost center
c) Equipment by technical ID number
d) Material serial numbers
e) Equipment by PRT group
f) Equipment by equipment list
g) Equipment by functional location structure
h) Equipment by equipment structure
i) Classification
For this exercise, we are going to search for the equipment using “Equipment by
technical ID number” which represents the code of the equipment in the flow sheet
4. Click Tab Options icon

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Note:
The various equipment selection options are shown.
5. Click Equipment by Equipment Structureto search for the equipment using Serial
number.

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6. Click Execute
7. Click Expand whole

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8. Double click on the equipment.
9. Click Enter . to proceed.

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11. Change any incorrect data and Click Save to save your changes to the equipment
master data record and return to the Change Equipment: Initial screen.

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The system displays the message “Equipment XXXXXXXXXX changed”.

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7. Change Equipment Using List Editing – IE05
SCENARIO
In addition to the individual change entry of equipment master records, you can also use the
list editing function. List editing allows creating a work list of items to be amended. This allows
you to change quickly a large number of pieces of equipment in the system with their essential
data, using existing equipment or material master records as a reference where necessary.
In this exercise, we are going to run a list editing report and then select equipment from the list
and install it into a Functional Location
INSTRUCTIONS
Objects  Equipment  List Editing  Change –IE05
1. Double click IE05 – Change

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Technical object type Key that describes the type of technical object.
Maintenance plant Number which clearly identifies a maintenance plant..
Location The key in this field indicates a location within a plant.
Cost center Key uniquely identifying a cost center..
Planning plant Key that identifies the maintenance planning plant.
Planner group Key that uniquely identifies the planner group in Customer Service or Plant
Maintenance.
object.

Field Name Values
Equipment category M
Note:
You enter the appropriate options to get the list of equipments that needs to be
changed.
4. Click Execute
Note:
The report created works in a similar way to a Microsoft Excel spreadsheet. You can
select multiple rows and display/.change the details of each one in turn.

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5. Select a Line item for the Equipment you created and displayed in the Exercise
(Create Equipment Using List Editing – IE10) and click Detail
6. Change the data you want, then Click Save to save your master data record and
return to the Change Equipment: Equipment List screen.
7. Click Exit twice to go to the SAP Easy Access screen.

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Module: Work Center

 Create Work Center
 Change Work Center
 Work Center List
 Replace Work Center
What is a Work Center?

A Work Center is an organizational unit carrying out work on a Functional Location or
Equipment. A Work Center contains data related to cost, capacity and scheduling.
A Work Center is assigned to a Cost Center that collects all costs incurred by the Work
Center. Work Order planned costs are calculated as the number of hours X rate which is
specified in the Work Center master record in the Activity Type field. Work Center can be
allocated to an operation in a Work Order, or to an operation in a General Task List. The Work
Center allows the Planner to know the availability of resources.
The Work Centers must represent both the teams in the organization, and the trade of the
workers intervening. To represent both teams and trades.
.

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Module: Work Center

 Create Work Center
 Change Work Center
 Work Center List
8. Create Work Center – IR01

SCENARIO
A work center is an organizational or physical unit that performs maintenance activities and is
also called an operational work center.A work center can be an individual person or a group of
people (crew). The work center is used to assign maintenance activities within maintenance
orders.
INSTRUCTIONS
Objects EnvironmentWork CentersWork CenterCreate – IR01
1. Double click IR01 – Create
Work center Key identifying the work center.
Work center category Key which distinguishes the work centers by their category (for example,
production work center, and maintenance work center).

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Field Name Values
Plant 1000
Work center ELEC
Work center category 0005 (Plant maintenance)
Note:
The Work Center Category is always 0005 (Plant maintenance).
4. Click Enter .
Object name Contains a brief description of an object (for example, an organizational unit).
Person responsible The person or group of people who are responsible for the maintenance of the
work center master files.

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Usage Key to control in which type of task list you can use: operating resources (for
example, work centers or production resources/tools).
Back flush Indicates that material components are back flushed.
Shift note type Specifies which notification type is to be used to create shift notes.
Shift report type Specifies what the completed shift report is to look like.
Standard value key Key defining and giving a dimension (for example, time or area) to one of up to
six standard values.

Field Name Values
Object name Electrical Team
Usage 004
Standard value key SAP0 (No standard values)
Note:
The Usage value is always 04 (Only maintenance task lists) and the Standard
value key is always SAP0 (No standard values).
7. Click Default Values to go to the Default Valuesview.

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Control key Determines which business transactions should be executed for the
object that belongs to the task list or order (for example scheduling or
costing).
Standard text key Key which identifies a text that is frequently used to describe certain
processes (for example, turning or milling).
Wage type Key which specifies the wage type (for example, piecework wage or
premium wage). The wage type is used as a criterion for calculating the
wage or salary of an employee.
Wage group Specifies the wage group to be used (for example, those employees with
short-term training or several weeks of training). The wage group is used
as a criterion for evaluating the work.
Number of time tickets Number of time tickets to be printed for an operation or activity (PS).
Number of confirmation Number of confirmation slips to be printed for an operation or an activity.

slips

Field Name Values
Control key PM01 (Plant Maintenance – internal)

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Note:
You can delete the default values by clicking on Delete default values .
10. Click Capacities to go to the Capacities view

Capacity category Key which describes capacity in more detail. The capacity category enables
you to determine whether it is machine or labor capacity.
Other formula Formula used to calculate capacity requirements for other types of internal
processing (for example, in networks or in maintenance orders).

Field Name Values
Capacity category 002 (Person)
Other formula SAP008 (Project Requirements Network Maintenance)
Note:
The Capacity category value is always 002 (Person).

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13. Click Capacity header data to go to the Create Work Center Capacity:
Header screen

Capacity short text Text which describes the capacity in more detail.
Capacity planner group Key referring to the capacity planner group, which is responsible for
planning this capacity.
Grouping Number identifying a grouping.
Factory calendar ID Two-place ID to identify the factory calendar.
Active version With this number you can identify the active version of available
capacity.
The active version is always the capacity in the screen with header data.
Base unit of measure Unit in which available capacity is maintained. A typical unit is "hours".
Start Start of the shift.
Finish End of the shift.
Length of breaks Total break time per shift.
If you enter a shift sequence you will get the length of the breaks which
the system assigned from the break intervals.

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Capacity utilization The relationship (expressed in percent) between a machine´s actual
capacity and it´s theoretical capacity.
Enter the average capacity utilization rate of all machines providing that
capacity during the shift.
Number of individual Number of elements which make up a capacity group.
capacities
Relevant to finite You use this indicator to specify that the system should take the
scheduling available capacity and the load of this capacity into account during finite
scheduling.
Overload Entry you use to control the percentage by which the load may exceed
available capacity.
Can be used by several You use this indicator to specify that several operations may use the
operations available capacity of this capacity category.

Field Name Values
Capacity short text Electrical labor
Capacity planner group A
Grouping PM
Active Version 01
Base unit of measure H (Hour)
Start 00:00:00
Finish 24:00:00
Length of breaks 01:10:00
Capacity utilization 100
Number of individual capacities 7
Relevant to finite scheduling Select the check box
Can be used by several operations Select the check box
Long-term planning Select the check box
Note:
The Active version value is always 1 (Normal available capacity), the Base unit of
measure value is always H (Hour) and the Capacity utilization is always 100.
Operating time should be determined by SAP to be:
Finish Start Break * (Capacity utilization / 100)
= 8,00 HR
Available capacity should be determined by UNISUP to be:
Operating time * No of individual Capacity

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=8,00 * 4
=32 HR
16. Click Back to go back to the Create Work Center: Capacities Overview screen

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17. Click Scheduling tab to go to the scheduling view

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Capacity category Key which describes capacity in more detail. The capacity category
enables you to determine whether it is machine or labor capacity.
Capacity Description by which the capacity (for example, a machine capacity, a
labor capacity or a move capacity)
 is to be created in the system (when creating the capacity) or

 is known in the system (when changing, displaying or using the
capacity).
Other formula Formula for calculating the duration times of other types of internal
processing in scheduling (for example, in networks, in process orders or
in maintenance orders).

Field Name Values
Capacity category 002 (Person)
Other formula SAP004 (Project Network Maintenance Time)

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Note:
The Capacity category value is always 002 (Person).
20. Click Costing to go to the Costing view

Start date Contains a date that identifies the start of a validity period.
End date Contains a date that identifies the end of the validity period.
Controlling area Uniquely identifies a controlling area.
The controlling area is the highest organizational unit in Controlling.
Alternative activity Text that describes an activity.

description
Activity type internal Key identifying the activity type used in other types of internal processing
processing in costing (for example, in networks, process orders or maintenance
orders).
Formula for key costing Key which refers to the formula used to determine costs per activity type.
Business process Key uniquely identifying a business process.
Process is referenced Indicator that specifies that the value cannot be changed in the task list.

PM – Master Data

Field Name Values
Cost center From FI Department
Activity type internal From FI Department
processing
Formula for key costing (field SAP008 (Project Requirement Network Maintenance)
to the right of the Activity type
internal processing. field)
Process is referenced Select the check box
Note:
Ensure that the Process is referenced check box is selected . By clicking this
indicator you are specifying that you cannot change the value in a task list.

PM – Master Data
23. Click Save
The system displays the message “Work center XXXXXXX in plant XXXX was created”.
24. Note down the work center created.
Work center number …………………….
25. ClickExit to go to the SAP Easy Access screen.

PM – Master Data
9. Change Main Work Center – IR02

SCENARIO
Once the WorkCenter has been created the user can (if authorized) update the master data
as required. Typical changes include changing the description of the work center, the Work
center capacity and costing details. For this exercise, we are going to assign the work center
to a location.
For this exercise, we are going to assign the work center to a location.
INSTRUCTIONS
Objects EnvironmentWork CentersWork CenterChange – IR02
1. Double click IR02 – Change


Field Name Values
Plant 1000
Work center Refer to the you work center you created in the exercise (Create Main Work Center
– IR01)
4. Click Enter .

PM – Master Data
Object name Contains a brief description of an object (for example, an organizational unit).
Location Key which describes the physical location of the work center.
QDR system Logical description of an external system (non-SAP system, subsystem, QDE
system) with which quality data from a quality inspection can be exchanged.
Supply area The supply area is used for material replenishment purposes and is situated
directly on the shop floor.
Usage Key to control in which type of task list you can use: operating resources (for
example, work centers or production resources/tools).
Back flush Indicates that material components are back flushed.
Shift note type Specifies which notification type is to be used to create shift notes.
Shift report type Specifies what the completed shift report is to look like.
Standard value key Key defining and giving a dimension (for example, time or area) to one of up to
six standard values.

PM – Master Data

Field Name Values
Description Change the description
7. Click Enter to validate your entries.
8. Click Save to save your entries.

PM – Master Data
Change Work Center: Initial Screen
The system displays the message “Work center XXXXXXX in plant XXXX was changed”.

PM – Master Data
10. Work Center List– CR05
SCENARIO
The work center list transaction creates a list of all work centers created for a given plant,
department, division, area or craft. This transaction is useful if you are looking for existing
work centers and then displaying the relevant work center details.
INSTRUCTIONS
Objects  Environment  Work Centers  Evaluations Work Center List –CR05
1. Double click CR05 – Work Center List
Work center category Key which distinguishes the work centers by their category (for example,
production work center, maintenance work center).
Storage location Storage location that is assigned to a storage resource.
storage resource
A storage location serves the purpose of recording material stocks of a
storage resource so they can be considered in capacity planning.
Expand hierarchy Display hierarchy
Plant of hierarchy Key uniquely identifying a plant.

PM – Master Data

Name of hierarchy Name identifying a work center hierarchy.
Number of levels Number of levels to be exploded in the hierarchy.
Field Name Values

Plant 1000
Work center category 0005 (Plant maintenance)
Note:
There are various selection parameters you can use to view the work center list.
4. Click Execute to view the Work Center List.

Work Center List
Note:
You can view a particular work center by double clicking on it or by highlighting it or

the procedure demonstrated below.
5. Highlight the Work Center to be viewed, then Click Choose or F2

PM – Master Data
Note:
You are able to view all the information relating to the chosen data.
After viewing the work centers, you can exit the work center list.
6. Click Back to go back to the Work Center List.

PM – Master Data
7. Click Back to go to the Work Center List initial screen.

PM – Master Data
Module: Measuring Points
What is a Measuring Point?

A Measuring point is a physical or logical position for a technical object where a condition can
be recorded. A counter is a type of measuring point that accumulates performance based
readings. Measuring points and counters are created for technical objects to record a
condition for the technical object at a given point in time. Examples of the type of conditions
are:
 Temperature as measuring points
 Liters as counters
 Kilometers as counters
 Operating hours as counters
The Measuring point or counter defines the location and the specific condition to be recorded
for the technical object. Each Measuring point or counter will have its own Identification
number. Each Measuring point or counter will reference a class characteristic. The class
characteristic defines the format of the value entered against the Measuring point or counter.
Measurement and counter readings are entered as Measurement Documents in the system. A
Measuring point list can be created to list a group of Measuring points or counters that assist
in the recording of Measurement or counter readings. A technical object can have multiple
Measuring points and counters.
Possible uses of Measuring Points

The possible uses for Measuring Points are:
a) Activity Recordingwhich
 Shows the hours of utilization
 Can be linked with preventive maintenance
 Gives documents by Operations
 Number of copies per copier
b) Settings recording
 Instrument parameters recording (upper & lower limits, actual settings & changes)

PM – Master Data
Measuring Point Category

A measurement point is driven by the measurement point category.The measurement point
category can influence the number range. But only internal number range is allowed for
measuring points (sequentially numbered). This category also allowsthe uniqueness of
Measurement points of one type at an object level.
Counter Measuring Points

A counter is used to record continuous values. (e.g. accumulative values, run time hours). A
counter is a kind of special measuring point. It is flagged as counter. A Counter forms the
basis of counter-based maintenance.
Counters can be used in maintenance plans to schedule preventive maintenance. An annual

estimate is entered for a counter.When a measuring point is defined for preventive
maintenance, it has to be flagged as counter. The data required is slightly different.A special
block appears where you can define data important for preventive maintenance such as:
- Counter over reading
- Annual estimate
Warning: Backward counting cannotbe used for counter-based maintenance.
Measurement Document
What is a Measurement Document?

Measurement Document is the data transferred to the system after a measurement has been
taken at a measuring point or a counter. This transfer can be performed automatically or
manually. This is the result of a measurement or counter reading being entered in the system
Measurement document can be recorded whenever it is required but can also be entered
when a work order is performed. Reading can be made directly or by difference.
Measurement documents can be listed for a particular point and PM gives the ability to do
some graphics out of them.

PM – Master Data
Module: Measuring Points

 Create Measuring Point
 Change Measuring Points
 Change Measuring Point Using List Editing
 Create Measurement Reading.
11. Create Measuring Point – IK01
SCENARIO
The measuring point is created when there is a need to capture a reading for the technical
object and record it. The measuring point can either be used within preventive maintenance
plans or initiate a maintenance notification. In this example we create a counter reading for
the operating pump pressure.
INSTRUCTIONS
Objects EnvironmentMeasuring Points Create - IK01
1. Double click IK01 – Create
Measuring point object The key for the category of the object at which the measuring
point is located.
Measuring point category Key used to identify a measuring point category.
Measuring point is counter Indicator showing that the measuring point is a counter.

PM – Master Data

Field Name Values
Measuring point object IEQ - Equipment
Equipment Enter Vehicle number
Measuring point category M (Measuring Point General)
Measuring Point is
Select
Counter
4. Click Enter .
Measuring point Key identifying the measuring point
Position number of the A number or description with which you can describe the position of the
object measuring point measuring point in relation to the technical object.
(Sort Field)
Description Description of the measuring point in the form of a short text.
Characteristic Name that uniquely identifies a characteristic.
Characteristic unit Unit of measurement for the measuring point characteristic for representing
target values, measurement readings and so on.
Target value Ideal measurement reading for this measuring point.
Text Freely defined text

PM – Master Data

Field Name Values
Measuring point Defaults – it is generated internally by the system
Position number of the object Kilometer
measuring point (Sort Field)
Description Kilometer for Truck AVB 9082
Characteristic Kilometer
Annual Estimate 36500
7. Click Continue to return to the Create Measuring Point General Data screen
8. Click Save to save your master data record and return to the Create

PM – Master Data
The system displays the message “Measuring point XXX created”.
9. Note down the measuring point number from the status bar.
Measuring point number ……………….
10. ClickExit to go to the SAP Easy Access screen.

PM – Master Data
12. Change Measuring Points– IK02
SCENARIO
A measuring point was created for the Kilometer reading. The Annual estimate value was
entered as 3650 Kilometer. The actual figure should be 36500. Change the Annual estimate
value.
INSTRUCTIONS
Objects  Environment  Measuring Points  Change –IK02
1. Double click IK02 – Change

Change Measuring Point: Initial Screen
Measuring point Key identifying the measuring point.

Field Name Values
Measuring point Refer to the Measuring Point you created in the previous
exercise (Create Measuring Point – IK01).
Note:
Normally, the last measuring point you worked on defaults If you want to change that
particular measuring point, click Enter to proceed. If you want to change different a
measuring point, enter the number of the measuring point to be changed and click
Enter.

PM – Master Data
4. Click Enter
Measuring point Key identifying the measuring point
Position Number of the A number or description with which you can describe the position of the
Object Measuring Point measuring point in relation to the technical object.
(Sort Field)
Description Description of the measuring point in the form of a short text..
Characteristic Name that uniquely identifies a characteristic.
Characteristic Unit Unit of measurement for the measuring point characteristic for representing
target values, measurement readings and so on.
Target value Ideal measurement reading for this measuring point.
Text Freely defined text

Field Name Values
Annual Estimate Change it to 36500

PM – Master Data
7. Click Enter to validate your changes.
Note:
The target value has been changed.
8. Click Save to save your changes to the measuring point and return to the

PM – Master Data
Change Measuring Point: Initial screen
The system displays the message “Measuring point XXX changed”.

PM – Master Data
13. Create Measuring Document – IK11

SCENARIO
You have to create a measurement document to keep your equipment counter reading
updated.
INSTRUCTIONS
Follow the Menu Path: Logistics Plant Maintenance Management of Technical
Objects Equipment Measurement Documents IK11 – Create
1. Double click IK11 - Create

Measuring point Key identifying the SAP measuring point number
MeasTime Measurement Time
Read by the employee who has taken the counter reading

Field Name Values
Measuring point Use the measuring point you created in exercise # 13
MeasTime Current date and time
Read by Write your employee number
4. Click Enter

PM – Master Data

Counter reading New Counter Reading
Difference Difference between the previous counter reading and the new counter
reading
TotalCtrReading The total counter reading is the sum of all the counter readings that have
been entered.
Text Text that you can freely define for the measuring document

Field Name Values
Counter reading 300
7. Click Enter

PM – Master Data
8. Click Save

PM – Master Data
The system displays the message “Measuring document xx created”
9. Click Exit

PM100 Master Data

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USER TRAINING

PM –Master Data Training MANUAL

Submitted by: Rana Adeel

MODULE: FUNCTIONAL LOCATION ......................................................................................4

1. Create Functional Location – IL01 ...........................................................................................................................4

2. Change Functional Location – IL02 .......................................................................................................................12

3. Display Functional Location Structure – IH01 ....................................................................................................15

4. Create Equipment – IE01 ..........................................................................................................................................22

5. Create Fleet Object – IE31 ........................................................................................................................................29

6. Change Equipment– IE02 .........................................................................................................................................39

7. Change Equipment Using List Editing – IE05 .....................................................................................................46

MODULE: WORK CENTER ....................................................................................................49

MODULE: WORK CENTER ....................................................................................................50

8. Create Work Center – IR01 .......................................................................................................................................50

9. Change Main Work Center – IR02 ..........................................................................................................................63

10. Work Center List– CR05 ...........................................................................................................................................67

MODULE: MEASURING POINTS ...........................................................................................71

MODULE: MEASURING POINTS ...........................................................................................73

11. Create Measuring Point – IK01 ...............................................................................................................................73

12. Change Measuring Points– IK02 ............................................................................................................................77

14. Create Measuring Document – IK11 ......................................................................................................................81

USER TRAINING MANUALPM – Master Data Version 1.0 Page 2 of 84

Module: Function Location Overview

What is Functional Location?

What is a Functional Location Structure?

Maintaining Functional Location

USER TRAINING MANUALPM – Master Data Version 1.0 Page 3 of 84

Module: Functional Location

At the conclusion of the exercises, you will be able to:

1. Create Functional Location – IL01

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3. Exercise step: Update the following fields:

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6. Exercise step: Update the following fields:

7. Click Enter to validate your entry.

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To be assigned to the uppermost level of the Functional Location Structure

10. Exercise step: Update the following fields:

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11. Click Organization to go to the Organizationview

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12. Information step:

Field Name Field Description

13. Exercise step: Update the following fields:

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The system displays the message “ ”.

15. Click Exit .to go to SAP Easy Access

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2. Change Functional Location – IL02

An edit mask generally consists of several blocks of characters, which are

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Field Name Field Description

3. Exercise step: Update the following fields:

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5. Exercise step: Update the following fields:

The system displays the message .

7. Click Exit togo to the SAP Easy Access screen.

USER TRAINING MANUALPM – Master Data Version 1.0 Page 14 of 84

3. Display Functional Location Structure – IH01

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3. Exercise step: Update the following fields:

5. Click Expand whole

USER TRAINING MANUALPM – Master Data Version 1.0 Page 16 of 84