SAP

Tailored to the Maintenance Specialists, this SAP PM document is a desk reference which intends to provide information that will be helpful to support the Maintenance processes.
Strategy Plan Creation [IP42] & Scheduling [IP10] for Preventive Maintenance is handled in this business process manual document.

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This document serves as a user manual for maintenance specialists, detailing the process of creating Measuring Points and Measuring Documents within the SAP system. A Measuring Point in SAP is a specific location or object where measurements are taken and recorded; it’s linked to equipment and allows tracking of performance or condition over time. The guide provides step-by-step instructions, SAP transaction codes, and navigation paths required to execute these tasks, supporting maintenance processes within the Indian Ports Association (IPA) Enterprise Business System.

Key steps covered in the document are:

1. Creation of Measuring Point (Transaction Code IK01): This involves navigating to the IK01 transaction, specifying the equipment to which the measuring point is associated, and defining characteristics such as description, category, and whether it’s a counter. The system generates a unique measuring point number upon saving.
2. Measuring Document Creation (Transaction Code IK11): This section describes how to create a measuring document using transaction code IK11, linking it to a specific measuring point. The process involves entering the counter reading and other relevant data, which are then saved to record the measurement.

The document ensures users can accurately record and manage measurements related to equipment in SAP, aiding in effective maintenance and performance monitoring.

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This document is a user manual for SAP Preventive Maintenance, a process for scheduling routine maintenance on assets in SAP S4HANA to prevent failures. Preventive Maintenance in SAP systematically manages asset upkeep through planned tasks, and this manual guides users through the SAP workflow from initial planning to vendor payment upon service completion.

Key topics covered in the document:

1. Creation and Scheduling of Maintenance Plan – Explains how to set up a maintenance plan using transaction IP42 and schedule it via T-codes such as IP10 or IP30 to automatically generate planned maintenance orders for equipment or functional locations.
2. Maintenance Order Processing – Describes the process for creating and managing maintenance orders (e.g., using IW32), including external service creation when vendor tendering is required, and the release of orders for execution.
3. Procurement and Tendering Activities – Details how purchase requisitions are generated (using ME52N), routed for multi-level approvals via SAP Business Workspace (SBWP), and then integrated with the SRM portal for strategic sourcing. It covers RFx creation, editing, parameter settings, bidder invitation, document attachment with digital signatures, and tracking of tender workflows.
4. Purchase Order and Invoice Processing – Outlines the conversion of awarded RFx responses into purchase orders, the subsequent approval processes, and how these orders are integrated with financial modules for invoice verification (MIR7), parked invoice approval, and vendor payment (using transactions such as F-53 and FBZ5).
5. Measurement Sheets, Order Completion, and Settlement – Explains the creation and approval of measurement sheets, the technical completion of maintenance orders via status updates (TECO), as well as settlement of orders (KO88) and final closure steps.

Conclusion:
This manual provides maintenance and procurement professionals with a step-by-step guide to configure and manage preventive maintenance within SAP, ensuring effective integration and streamlined workflows across SAP modules. Its explicit transaction codes and detailed instructions help facilitate efficient process management and compliance within the organization.

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