Configuring Task Lists and Maintenance Plans

Objective

After completing this lesson, you will be able to configure task lists and maintenance plans

Task List Configuration

Default Values for Task List Data and Profile Assignments

Assign pre-defined external material and task list profile to order type and plant combinations as default values for order processing.

Using this activity you can assign pre-defined external material and task list profile to order type and plant combination as default values for order processing.

In this step, you can define the default values which must be copied to the order data for order processing. In the previous steps, you mentioned the profile for procuring material, external processing profile and general order profile which you now assign here:

  • You can define the profile assignment individually for each plant and each order type.

  • If the profile is independent of the order type, only make one assignment for the plant.

  • If you want the assignment to be cross-company for all plants, define only one entry without plant and without order type.

  • You can perform the masking of the entries by entering the value **** in the entry field.

You can also specify a default quantity unit for external processing.

Note

A partial masking of the entries is not possible. This means that one entry that contains not only the value ****, is interpreted as the real value for the order type or the plant.

Note

It is Recommended to configure this activity

Define Number Ranges for General Maintenance Task List

Define number ranges for general maintenance task lists.

You can set a flag to enable external numbering for a number range. It can be used to create General Maintenance Task Lists.

Define Usage for Maintenance Task List

Allows you to define different usage types of the task list.

Use

In this step you can define your task list usage

Define task list usages.

You can use the different task list usages for analysis and authorization purposes.

Recommendation

If you do not require different task list usages for analysis and authorization purposes, you should use the SAP default setting. Ensure that you have a range of other selection options  in addition to list usage.

Note

In the standard SAP System, task list usage '4' is supplied for Plant Maintenance. This task list usage covers all maintenance requirements.

In SAP/4HANA Cloud Edition customizing settings for SAP Customer Service (CS) are not supported.

Sort Fields for Maintenance Plan

Define sort fields for maintenance plans.

Define sort fields for maintenance plans to determine your individual grouping of maintenance plans in Plant Maintenance. You can assign the sort field in the maintenance plan, which facilitates the selection and grouping of maintenance plans.

Note

In SAP S/4HANA Cloud, public edition Edition customizing settings for SAP Customer Service (CS) are not supported.

It is optional to configure this configuration item

Example

You have created a large number of maintenance plans. For maintenance plan scheduling using deadline monitoring, you would like to restrict the maintenance plans that are to be scheduled: for example, to all maintenance plans of a certain business unit. You can do this by assigning the business unit names as the sort field. This enables you to perform business unit related deadline monitoring.

Recommendation

Many customers who have large numbers of maintenance plans and several business units consider the business unit-related scheduling of maintenance plans to be a desirable function. As you cannot specify a business unit in the maintenance plan, you can define a freely-definable selection field with the help of a sort field.

Consider, and assign this sort field from the point of view of grouping and selection, particularly for maintenance plan scheduling.