Guideline for PM Order types
Guideline for using
PM order types
For countries with SAP System PR0
Version 1.0
Guide_PM_ordertypes_SLOII_englishV1.docPage 1 of 13 Date of creation 25.03.21
Guideline for PM Order types
Table of contents:
1 General remarks to Order types and Maintenance activity types ................................... 3
2 Overview Order types with assigned Activity types and User ....................................... 4
3 Creation and application of the Order types and ILA's .................................................... 5
PM01 Corrective Maintenance Order........................................................................... 5
PM02 Baseload-Project Orders .................................................................................... 6
PM03 Preventive Maintenenance Order ...................................................................... 6
PM04 Maintenance Repair Project ............................................................................... 7
PM05 Minor Maintenance Work ................................................................................... 8
PM06 Non Maintenance Work / Technical Services ................................................... 9
PM07 Refurbishment (Spare parts) ........................................................................... 10
PM08 Capitalized Investments ................................................................................... 10
PM09 Service for third parties.................................................................................... 11
PM10 Insurance Cases & Dismantling/Scrapping ........................................................ 11
4 Valid Cost elements (Validation) regarding PM orders ................................................. 12
5 Attachment 1 - Valid Cost elements for PM orders......................................................... 13
Guide_PM_ordertypes_SLOII_englishV1.docPage 2 of 13 Date of creation 25.03.21
Guideline for PM Order types
1 General remarks to Order types and Maintenance activity types
This guideline is valid for all locations where SAP module PM is applied
Maintenance Order Types (AA):
Using different order types provides the following functionalities:
The authorization management provides the possibility to assign certain access
authorizations to different users when using orders with different order types. Thus, it will
be possible to delegate the responsibility at foreman level for most of the works in the
plant.
The settlement of maintenance orders on the cost centers of a production area can be
set in different ways of different order types. The settlement cost elements are set
according to the requirements of the cost center accounting. Therefore, cost
transparency at cost center accounting level is according to the necessary detail of cost
analysis in module CO.
Maintenance Activity Types (ILA):
The parameter maintenance activity type (short: ILA) does exist in SAP-PM for the purpose
to differentiate different kind of activities among the order type. Detailed evaluations within
PM can be made with the help of maintenance activity types. In contrast to order types -
they are set when starting an order - activity types can be corrected during the execution.
This means, the maintenance activity types are the only possibility for a posterior change if
changing the evaluation criteria (e.g. cost analysis in PM information system).
An overview on the AA and ILA is shown in item 2.
The description and application of AA and ILA is described in item 3.
Guide_PM_ordertypes_SLOII_englishV1.docPage 3 of 13 Date of creation 25.03.21
Guideline for PM Order types
2 Overview Order types with assigned Activity types and User
the following table lists the PM order types, which are presently installed in the SAP System
PR0, and the PM activity types assigned, as well as the User group, who will in charge.
Please check also issue 3.
The Order types and Activity types are described item 3.
Order
Type Text ILA Text User
PM01 Corrective Maintenance 140 Corrective Maintenance general Plant
150 Breakdown Maintenance
160 Out of Preventive Maintenance
900 Safety relevant task
910 Environment relevant task
920 Insurance Cases Others
930 Warranty / Guarantee
PM02 Maintenance Projects 180 Maintenance Projects (w/o Appr Plant
(without approval) 810 Dismantling/Scrapping
900 Safety relevant task
910 Environment relevant task
PM03 Preventive Maintenance 100 Preventive Maintenance general Plant
110 Inspection
900 Safety relevant task
910 Environment relevant task
PM04 Maintenance Projects (with approval) 190 Maintenance Projects (with App Plant
900 Safety relevant task
910 Environment relevant task
PM05 Minor Maintenance Work 200 Minor Work Plant
210 Fleet Maintenance
PM06 Non-Maintenance Work / 300 Non maint. Work / Tech. Serv g Plant
Technical Services 320 Production Support
350 Software Maintenance
370 Documentation
390 Offer
400 Training Courses
410 Cleaning
500 Material Refurbishment
920 Insurance Cases Others
930 Warranty / Guarantee
PM07 Material Refurbishment 500 Material Refurbishment Plant
PM08 Capitalized Investments 600 Capitalised Investments Plant
PM09 Service for third Partys 700 Service for third parties HCS
PM10 Insurance Cases/Dismantling/Scrapping 800 Insurance Cases Own Plant
810 Dismantling/Scrapping Plant
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Guideline for PM Order types
3 Creation and application of the Order types and ILA's
PM01 Corrective Maintenance Order
The PM01 order type is used to handle individual maintenance measures with a single order, to
re-establish the target condition of a plant equipment; the reason for this measure can be
different, accordingly an Activity type ILA should be chosen (see table below).
The application of a PM01 order is useful for tasks with 4 hours or more or in case the history of
the repair is important. Minor jobs can be booked to a PM05 order type (standing order).
The creation will be done by authorised people of the plant with transaction IW31 as described
in the PM User Manual. The system creates an internal order number when the order is saved.
Order Code Description Explanation
type ILA
PM01 Corrective Maintenance All measures to restore the target
order condition of technical objects.
Including breakdown maintenance.
140 Corrective Maintenance All measures to restore the target
general condition of technical objects without any
specific classification as listed below.
150 Breakdown Maintenance Maintenance activities as a result of
breakdowns or critical malfunctions.
160 Out of Preventive Maintenance activities as a result of
Maintenance preventive maintenance activities.
E.g. findings in a regular inspections that
have to be corrected.
900 Safety relevant task Repair of equipment which have
relevancy in safety or operating material
like checking of safety valves or pressure
vessels according to administrative rules
Maintenance activities on equipment with
910 Environment relevant task environmental impact.
e.g. NOx filtersystems or water treatment
Dismantling, repair and installation of
920 Insurance Cases Others equipments, machines, devices which are
covered by insurances.
Dismantling, repair and installation of
930 Warranty / Guarantee equipments, machines, devices which are
covered by warranty/guarantee contracts.
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Guideline for PM Order types
PM02 Baseload-Project Orders
The PM02 orders are used to handle a pre-planned maintenance measures (Project without
approval, limit is 100.000 €); which should be distinguished to PM01 orders. The table below
shows the selection of the Activity types.
The creation will be done by authorised people of the plant with transaction IW31 as described
in the PM User Manual. The system creates an internal order number when the order is saved.
Order Code Description Explanation
type ILA
PM02 Baseload Projects (w/o All measures that are performed based
Approval) on a pre-planning and are below the
authorization level of 100.000 € (Group
Level)
For each individual country there might
be a specific limit set to a lower level)
All measures that are performed based
Maintenance Projects (w/o on a pre-planning and are below the
180
Approval) authorization level of 100.000 € (Group
Level)
Specific dismantling or scrapping
810 Dismantling/Scrapping projects that are handled with a specific
pre-planned project.
Maintenance projects on equipment
which have relevancy in safety or
900 Safety relevant task operating material like checking of
safety valves or pressure vessels
according to administrative rules
Maintenance activities on equipment
with environmental impact.
910 Environment relevant task
e.g. NOx filtersystems or water
treatment
PM03 Preventive Maintenance Order
The PM03 orders are used for preventive maintenance measures like the regularly services and
inspections of plant equipment. The table below shows the activities which can be used.
Based on the task lists and Maintenance plans, where the measures are documented, the
PM03 orders are created automatically by the SAP program depending on the Maintenance
plan schedule.
Besides the automatic order creation a PM03 order can also be created manually by authorized
plant personnel with transaction IW31 as described in the PM User Manual. The system creates
an internal order number when the order is saved.
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Guideline for PM Order types
Order Code Description Explanation
type ILA
PM03 Preventive Maintenance Tasks in order to keep and/or document
the status and to enhance the life-cycle
of technical objects.
100 Preventive Maintenance Tasks in order to keep the status and to
general enhance the life-cycle of technical
objects , e.g. cleaning, servicing,
greasing/lubricating or changing of
operating supplies (material) on a
regular basis.
110 Inspection The Inspection comprises all measures,
that are performed to document the
actual condition of technical objects, to
analyse and judge on a regular basis.
900 Safety relevant task Recurrent checks, exchange and
revisions of equipments which have
relevancy in safety or operating material
like checking of safety valves or
pressure vessels according to
administrative rules
910 Environment relevant task Maintenance activities on equipment
with environmental impact.
e.g. NOx filtersystems or water
treatment
PM04 Maintenance Repair Project
The PM04 orders are used for authorized Maintenance Repair Projects (> 50.000 €). The
activities
The creation will be done by authorised people of the plant with transaction IW31 as described
in the PM User Manual. The system creates an internal order number when the order is saved.
Special attention for the order creation:
The SAP-Project number has to be assigned to the order by maintaining the PSP-
element number of the project in the order field "PSP-element" (within tab "Additional
data"), for example N.1710050001.01).
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Guideline for PM Order types
Order Code Description Explanation
type ILA
PM04 Maintenance Projects (with All measures that are not capitalized
Approval) investments and that are performed on
a project basis (WBS in SAP Module
PS) and that are listed in CAPEX.
These measures are above the limit of
100.000 € (Group Level) and require an
AFE.
190 Maintenance Projects (with All measures that are not capitalized
Approval) investments and that are performed on
a project basis above 100.000 €
900 Safety relevant task Maintenance projects on equipment
which have relevancy in safety or
operating material like checking of
safety valves or pressure vessels
according to administrative rules
910 Environment relevant task Maintenance activities on equipment
with environmental impact.
e.g. NOx filtersystems or water
treatment
PM05 Minor Maintenance Work
The PM05 orders can be used for minor maintenance work, which do not require a single PM01
order. These standing orders are already existing in the SAP System and refer to a costcenter
area. They can be used to book small jobs < 4 hours or activities which are not relevant to have
a history.
The creation will be done by authorised people of the plant with transaction IW31 as described
in the PM User Manual. The system creates an internal order number when the order is saved.
Special attention for the order creation:
It is required to enter an external number. After the start screen a pop-up window appears,
where the number has to be maintained.
CostCenter + 51 - 99
e.g. 107001402151
The number convention is as follows:
CostCenter (10-digitds) + 51-99, e.g. for the Preheater Kiln in Ennigerloh: 107001402151
If necessary the CostCenter has to be maintained manually in the settlement rules of the order.
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Guideline for PM Order types
Order Code Description Explanation
type ILA
PM05 Minor Mainenance Standing orders for minor work that is not
Work performed with an individual order.
200 Minor Work Activities, that do not need a history of the job
done (recommended for jobs less than 4
hours, or according plant rules)
210 Fleet Maintenance Standing Orders for maintenance of fleet
equipment.
PM06 Non Maintenance Work / Technical Services
The PM06 orders are used for activities, which can be considered as non-maintenance activities
as described in the table below. The working hours booked to these orders are in general
Production hours, except the activity refers to a maintenance measure, e.g. training, cleaning
jobs, support of production.
The creation will be done by authorised people of the plant with transaction IW31 as described
in the PM User Manual. The system creates an internal order number when the order is saved
Order Code Description Explanation
type ILA
PM06 Non maint. Work / Tech. Activities of the maintenance departments
Servicel and workshops that are not included in
the plant maintenance area.
300 Non maint. Work / Tech. The activities, that could be performed on
Serv general these standing orders should be defined
in a special catalogue for each location.
320 Production Support e.g. Start up support
350 Software Maintenance Maintenance servicing of production
process control systems.
370 Documentation Documentation of process technology
(e.g. process engineering drawings)
390 Offer Preparation of offers for internal
departments or third parties
400 Training Courses Attendence by maintenance staff on
training courses
410 Cleaning Cleaning activities not allocated to a
specific maintenance task
e.g. in maintenance workshops
500 Material Refurbishment Not necessary?
920 Insurance Cases Others Dismantling, repair and installation of
equipments, machines, devices which are
covered by insurances.
930 Warranty / Guarantee Dismantling, repair and installation of
equipments, machines, devices which are
covered by warranty/guarantee contracts.
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Guideline for PM Order types
PM07 Refurbishment (Spare parts)
The PM07 orders are used to refurbish broken spare parts and bring it in a condition, which
allows it to reuse it again. The refurbished part is put in stock for reutilisation.
The detailed process has to be defined.
The creation will be done by authorised people of the plant with transaction IW31 as described
in the PM User Manual. The system creates an internal order number when the order is saved.
Order Code Description v
type ILA
PM07 Material Refurbishment Orders that are used to refurbish (repair)
material or equipment. The material can
be stored or used after the refurbishment
500 Material Refurbishment Maintenance activities that are performed
to refurbish (repair) material or
equipment. The material can be stored or
used after the refurbishment.
PM08 Capitalized Investments
The PM08 orders are used for authorizised Investment projects (> 50.000 €).
The project is created by HCS, dividing it in WBS- elements (e.g. Steel construction, mechanical
engineering, etc.). For each WBS-element one PM08 order should be created, at least.
The creation will be done by authorised people of the plant with transaction IW31 as described
in the PM User Manual. The system creates an internal order number when the order is saved
Special attention for the order creation:
The SAP-Project number has to be assigned to the order by maintaining the PSP-
element number of the project in the order field "PSP-element" (within tab "Additional
data"), for example N.1710050001.01).
Order Code Description Explanation
type ILA
PM08 Capitalised Investments All measures to perform capitalized
investments and to settle costs to WBS
Elements (PS) These costs are settled
into Fixed Asset Accounting.
These Orders require an AFE and are
listed in CAPEX.
600 Capitalised Investments All measures to perform capitalized
investments
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Guideline for PM Order types
PM09 Service for third parties
The PM09 orders are used for services to third parties (with billing invoices).
The creation will be done by authorised HCS employees; for each third party a PM09 order is
created, any services for this company will be booked to this orders, like to a standing order.
The system creates an internal order number when the order is saved
The authorizised pant personnel book their services to such an existing order; new orders must
be requested from HCS.
Attention: Services for "Sisterplants" are booked to PM01 orders of the "Sisterplant" without an
invoice.
Order Code Description Explanation
type ILA
PM09 Service for third parties All measures that are performed for external
customers that require an invoice (billing
process).
700 Service for third parties All measures that are performed for external
customers that require an invoice
PM10 Insurance Cases & Dismantling/Scrapping
The PM10 orders are used for Insurance cases, which are not covered by a local or external
insurance and which should be reported according the "Incident Reporting Guideline" to GICR
(check Intranet for Incident Reporting). All foreseen incidents should be reported, which would
be an insurance case. The activity type 800 "Insurance Cases Own" should be selected.
Attention: Incident cases which are covered by a local or external insurance should be handled
with PM01 orders and activity type 920 (Insurance Cases Others).
The creation will be done by authorised people of the plant with transaction IW31 as described
in the PM User Manual. The system creates an internal order number when the order is saved.
The PM10 order type is also used for measures that are performed to dismantle and scrap
(demolition) of plant equipment and buildings. In this case the ILA 810 (Dismantling/Scrapping)
should be used.
The creation will be done by authorised people of the plant with transaction IW31 as described
in the PM User Manual. The system creates an internal order number when the order is saved
Order Code Description Explanation
type ILA
PM10 Insurance Cases Own All measures that are performed on base of
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Guideline for PM Order types
insurance cases and all measures that are
performed to dismantle and scrap (demoli-
tion) of plant equipment and buildings.
This order should be settled to an non-
operational cost centre.
800 Insurance Cases Own Activities of the maintenance department
that is performed in a plant and that is
covered by an existing HC insurance..
810 Dismantling/Scrapping Activities of the maintenance department to
dismantle or scrap plant sections or
equipment that is covered by an extra
budget.
4 Valid Cost elements (Validation) regarding PM orders
Bookings to certain PM orders are restricted (validation check, if it is allowed to book costs
on the costs element). The following table shows, which order types are restricted:
in attachment 1 the value categories and assigned cost elements are listed, which are
allowed to use for restricted order types.
Other costs should be booked to the CO order type CO01.
Order Type Validation of
Code Description Cost elements
PM01 Corrective Maintenance According attachment 2
PM02 Maintenance Projects (w/o Approval) According attachment 2
PM03 Preventive Maintenance According attachment 2
PM04 Maintenance Projects (with Approval) According attachment 2
PM05 Minor Maintenance Work (standing order) According attachment 2
PM06 Non Maintenance Work / Technical Services According attachment 2
PM07 Material Refurbishment According attachment 2
PM08 Capitalised Investments No restriction
PM09 Service for third parties No restriction
PM10 Insurance Cases + Dismantling/Scrapping No restriction
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Guideline for PM Order types
5 Attachment 1 - Valid Cost elements for PM orders
Code Value categories Cost Text
Nr. Val.Cat. proposed elements Cost elements. Application
1 PM100 Liners 620204000 Consum. - shell liners (wear mat.) Mill shell liners
2 PM200 Refractory 620202000 Consum. - refractories (wear mat.) Kiln refractory
3 PM300 Wear Materials 620201000 Consum. - conveyor belts (wear mat.) Belts of belt conveyors
620205000 Consum. - vehicle tyres (wear mat.) Vehicle tyres
620299000 Consum. - other wear mat. Filter bags, cooler grids, chains
4 PM400 Third party Maint. 629001000-7 Third party rep. & mtce. services Repairs and maint. services by external co.
629001003 Building rep. & mtc. services Building rep. & mtc. services
629001004 Rep. & mtce. services of transport means Rep. & mtce. services of transport means
5 PM500 Repair Materials 623001000-5 Repair materials plates, weld electrodes, pipes, steel sections
623002000 Spare parts Motors, gear boxes,..
623002001 Spare parts within services
623002002 Spare parts for transport means
6 PM600 Repair hours (own) R20100 Repair wages in h repair hours own labour
7 PM700 Consulting HC comp. 635005000 Consulting costs HTC Service
8 PP100 Consumables 620107000 Grinding media Grinding Balls, Crusher hammers, Roller press
segments, Wheels for Vert. Mills
620103000 Lubrication Lubrication
620105000 Water Water
620106000 Techn. Gases Techn. Gases
620199000 Other Other
620203000 Drilling crowns Drilling crowns
9 PP200 Fuels (Consumable) 620104000 fuel (vehicles & vessels)
620104001 fuel for cars
10 PP300 Other materials 622001000 Cleaning & Care material etc. Cleaning & Care material etc.
622002000 Protective clothing Protective clothing
622999000 Other Other
11 PP400 Production hours (own) P201000 IAA Production wages operation hours own labour
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