SAP _ PM /EAM Configuration 3

Check Warranty Categories

Define Warranty Types
Define Number Ranges for Warranty Types
Maintain Transaction Start Default Values for Sample Warranty
Define Warranty Counters
Define Partner Determination Procedure and Partner Function
Define Object Information Keys
Define Types of Technical Objects
Define Plant Sections
Define Planner Groups
Define ABC Indicators
Define Authorization Groups
Set View Profiles for Technical Objects
Define Selection Procedure for Structural Display and BOMs

Check Warranty Categories

In this step you check the warranty category.

You can determine for each of the warranty categories whether warranties
of this warranty category can be classified using the classification
system.

Classification of warranties is useful when you want to manage several

warranties and grouping warranties by means of the classification system
makes it easier to find individual warranties.

Remember that you can define various warranty types, which facilitates
the broad structuring of warranties alongside the classification system.
Searching via warranty types is possible via matchcodes.

Standard settings

In the standard system, a distinction is made between two warranty

categories.

o For warranty category 'I', you are the warrantee.

o For warranty category 'O', you are the guarantor

Define Warranty Types

In this section, you can define your own warranty types.

Each warranty type must be allocated to a warranty category.

Example

You can use several warranty types for a warranty category to

distinguish, for example, manufacturer warranties from vendor
warranties.

Standard settings

When creating the warranty types, you will see some fields which are not
ready for input. These fields are reserved for future developments and
cannot, at present, be maintained.
Define Number Ranges for Warranty Types

In this step, you can define number ranges for the individual warranty
types.

You have the following options for assigning numbers:

o internal number assignment

With internal number assignment, numbers are assigned automatically
by the SAP system. The number range 01 must be created.

o external number assignment

With external number assignment, numbers are assigned manually by
the user. The number range 02 must be created.
Maintain Transaction Start Default Values for Sample Warranty

In this step, you can define defaults for the transactions:

o Create master warranty

o Change master warranty

o Display master warranty

You can define here which

o warranty type is to be proposed;

o whether the activity overview screen or

o the detail screen for entering a warranty with counters should be

displayed, or

o whether the initial screen is to be skipped when the transaction is

called.
Define Warranty Counters

In this step you can define warranty counters and specify one warranty
counter as a default counter. This counter will be copied automatically
when you create a master warranty.

Note

You must make these settings when you set up performance based
warranties.
Define Partner Determination Procedure and Partner Function

Use

In this step, you define the partners for Plant Maintenance and Customer
Service.

o The following partner types are defined in the system:

- Customer (customer number)

- Contact person

- Vendor (vendor number)

- User

- Personnel number

- Organizational unit

- Position

o You can define partner roles centrally for all the applications in
Logistics and assign a particular partner type to these.
For example, you can assign the partner type "Customer" (with
 customer master and customer number) to the partner function
"Sold-to-party".

o You can define partnerdetermination procedures and assign any number

of partner functions to each one. You can define whether a
particular role in the notification or order should be changeable,
and whether it is obligatory.

o A group of partners (processor, person responsible) belongs to each

notification type and order type. You therefore assign an
appropriate partner determination procedure to each notification
type and order type.
o You also assign the partner functions to each notification type and
order type. Here you define which which role should be assigned to a
particular function (for example, employee responsible).

o For pieces of equipment, you define the partner determination

procedure in Customizing for Plant Maintenance and Customer Service
under Assign partner determination procedure to equipment category.
You can synchronise the functions Vendor, current customer,
customer, final customer, operator with the partner functions.

Recommendation

Use the partner determination procedures contained in the standard

system and their assignments to notification types and order types. If
you want to use your own partner determination procedures, you can use
the notification types, order types, and partner determination
procedures predefined by SAP as a reference.
Define Object Information Keys

In this step you can define different object information keys.

An object information key can be assigned to the following object types:

o functional location categories

o equipment categories

o maintenance and service notification types

o maintenance and service order types

Define Types of Technical Objects

Use

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 the
same use, for example, to be combined into groups. You can use this
grouping for evaluating your master data or maintenance data.

The types of technical objects are also used as a grouping instrument in

fleet management.
Define Plant Sections

You define your plant sections in this step.

The plant section enables you to subdivide the maintenance plant from
the point of view of production responsibility. The person responsible
for the plant section is the contact for coordination between production
and plant maintenance.
 The plant section can be used for evaluation purposes.

Every piece of equipment and functional location can be assigned to a

plant section.

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
preparation), a group of skilled craftsmen or a workshop.

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.

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.
Define Authorization Groups

Use

In this Customizing activity, you define authorization groups for your

technical objects. Authorization groups are used to categorize similar
objects from the point of view of authorizations.
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 want
to ensure that a user 'A' may only process equipment of the truck fleet,
and a 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.
Set View Profiles for Technical Objects

This Customizing activity allows you to create individual screens for

technical objects.

The data fields for the technical objects are sorted by contents,
so-called screen groups. You can define one or more view profiles for
each screen group, for example, equipment.

Each view profile enables you to assign pre-grouped and accompanying

data fields to individual screen templates.

These screen templates can be labeled individually using tab pages.

For example, there are screens for:

o General data

o Location data

o Organizational data

o Structure data

o Fleet object data

To make the tab pages visible in the maintenance transactions, they must
be labeled as active.

You can assign a view profile to each equipment category or functional

location category, and each fleet object type.
Define Selection Procedure for Structural Display and BOMs

Here you can define how the display programs for the structural display
of hierarchies and bills of material obtain the data.

The settings are only used for performance and do not influence the
scope of the data displayed.
Example

You have defined very broad and deep structures for your functional
locations.

If a user chooses the stuctural display of a functional location as far

as the fourth level, the next level down is read automatically by the
program.

This means that under certain circumstances tree-type structures may

take much longer to read which adversely affects performance.

The same also applies for BOM structures. If a user chooses a bill of
material, normally the complete bill of material is imported with all
the sub-nodes.

Standard settings

In the standard setting, more data is read than the user originally
selected.

If you have performance problems with your system for the structural
display or listing of BOM hierarchies, you can set the program up so
that only the list selected by the user is read.

For BOM structures and functional location structures, only the desired
levels are read and expanded.