Plant Maintenance with SAP: Business User Guide

Multilingual Book

🇺🇸 English (Original) 🇪🇸 Spanish (Translation)

✅ All languages are included in your purchase

Publisher SAP PRESS

Year / Edition 2026 / 2

Pages 703

Authors Karl Liebstückel, Markus Seidl

Plant Maintenance with SAP: Business User Guide

Perform your plant maintenance tasks in SAP S/4HANA! This user guide contains detailed, click-by-click instructions for your core functions, from planned and preventive maintenance to repairs, refurbishment, and beyond. Integrate with SAP and third-party systems for a seamless workflow, and get up to speed with the latest technologies and AI capabilities to optimize asset management for your organization. This is the all-in-one resource for your PM workday!

Run preventive maintenance, repairs, refurbishment, and more in SAP S/4HANA
Manage routine plant operations with step-by-step instructions
Apply experts‘ real-world tips to improve usability

You'll learn about:

Core Processes:
Run your plant maintenance business processes, step by step. Set up notifications, create maintenance plans, refurbish goods, manage pool assets, and more.
Tips and Best Practices:
Follow the guidance of plant maintenance experts! Discover how to simplify your daily work, set up a user-friendly system, and apply what you learn to your system’s unique requirements.
What’s New in PM:
Ready to modernize your plant maintenance processes? Explore the latest SAP Fiori apps, work with new features like phase-based order cycles, and see how AI capabilities enhance your way of working.

Key Highlights:

Asset management
Organizational structures
Work orders
Notifications
Preventive maintenance
Repairs
Integration
Plant maintenance controlling
Intelligent asset management
Mobile apps
Usability

View Full Table of Contents

Foreword
About This Book
- Target Audience
- What This Book Can and Cannot Do
- Structure of This Book
- What’s New to This Book?
- Acknowledgments
1 Introduction to Plant Maintenance with SAP S/4HANA
- 1.1 Plant Maintenance Today: New Ideas Need New Space
- 1.2 New Plant Maintenance Terminology
- 1.3 Maintenance Strategies Over Time
- 1.4 SAP S/4HANA Application System
  - 1.4.1 Deployment Models
  - 1.4.2 SAP S/4HANA Overview
  - 1.4.3 Enhancement Packages and Business Functions
- 1.5 SAP Best Practices
- 1.6 SAP HANA Database
- 1.7 User Interfaces
  - 1.7.1 SAP GUI
  - 1.7.2 SAP Fiori
- 1.8 Summary
2 Organizational Structures
- 2.1 SAP Organizational Units
  - 2.1.1 The Plant from a Maintenance Perspective
  - 2.1.2 Maintenance-Specific Organizational Units
  - 2.1.3 Other General Organizational Units
  - 2.1.4 Plant-Specific and Cross-Plant Maintenance
- 2.2 Work Centers
- 2.3 Summary
3 Structuring of Technical Systems
- 3.1 Actions to Take Before Mapping Your Technical Systems in SAP
  - 3.1.1 Question 1: Which Structuring Resources Should Be Used?
  - 3.1.2 Question 2: How Deep Should the Structure Be?
  - 3.1.3 Question 3: Which Criteria Should Be Applied to the Technical System Structure?
  - 3.1.4 Question 4: On Which Structure Level Should a Particular Resource Be Used?
  - 3.1.5 Question 5: How Are Numbers Assigned?
  - 3.1.6 Question 6: Which Information Should You Store?
  - 3.1.7 Question 7: How Is Master Data Incorporated Into the SAP System?
  - 3.1.8 Question 8: Is It Easy to Delete Data Records?
  - 3.1.9 Question 9: Which of the Available Functions Should Be Used?
  - 3.1.10 Question 10: Which Strategy Should You Pursue When Recording Master Data?
- 3.2 Functional Locations and Reference Functional Locations
  - 3.2.1 Creating Functional Locations: Single Entry
  - 3.2.2 Creating Functional Locations: Collective Entry
  - 3.2.3 Reference Functional Locations
  - 3.2.4 Alternative Labeling
- 3.3 Equipment and Serial Numbers
  - 3.3.1 Installing Equipment on Functional Locations/Dismantling Equipment from Functional Locations
  - 3.3.2 Placing Equipment in Storage/Removing Equipment from Storage
  - 3.3.3 Equipment Hierarchies
  - 3.3.4 Functional Comparison Between Pieces of Equipment and Functional Locations
- 3.4 Links and Object Networks
- 3.5 Linear Asset Management
- 3.6 Material and Plant Maintenance Assemblies
- 3.7 Bills of Materials
- 3.8 Classification
- 3.9 Product Structure Browser
- 3.10 Asset Viewer
- 3.11 Generic Functions
  - 3.11.1 Data Transfers
  - 3.11.2 Mass Change of Equipment and Functional Locations
  - 3.11.3 Measuring Points and Counters
  - 3.11.4 Documents
  - 3.11.5 Address Management
  - 3.11.6 Warranties
  - 3.11.7 Partners
  - 3.11.8 Permits
  - 3.11.9 System Status and User Status
- 3.12 SAP 3D Visual Enterprise Viewer
- 3.13 SAP Geographical Enablement Framework
- 3.14 Summary
4 Work Order Cycle
- 4.1 Actions to Take Before Mapping the Work Order Cycle in SAP S/4HANA
  - 4.1.1 Question 1: Which Functions Should Be Used?
  - 4.1.2 Question 2: Should You Use a Notification and/or an Order?
  - 4.1.3 Question 3: What Information Should Be Maintained?
  - 4.1.4 Question 4: How Can You Ensure User Acceptance of the System?
  - 4.1.5 Question 5: What Role Does Business Process Modeling Play?
  - 4.1.6 Question 6: When Should Other Departments Be Involved?
- 4.2 Work Order Cycle Steps
- 4.3 Notification
  - 4.3.1 Creating a Notification
  - 4.3.2 Notification Content
  - 4.3.3 Flexible Reference Objects
  - 4.3.4 Object Information
  - 4.3.5 Notification Items
  - 4.3.6 Catalogs and Catalog Profiles
  - 4.3.7 Detection Method
  - 4.3.8 Priority Assessment
  - 4.3.9 Classification
  - 4.3.10 Partners
  - 4.3.11 Addresses
  - 4.3.12 Documents
  - 4.3.13 Printing
  - 4.3.14 System and User Statuses
  - 4.3.15 Mass Change of Notifications
- 4.4 Plan Order
  - 4.4.1 Creating an Order
  - 4.4.2 Order Types
  - 4.4.3 Content of Orders
  - 4.4.4 Order Operations
  - 4.4.5 Responsibilities
  - 4.4.6 Scheduling
  - 4.4.7 Material Planning
  - 4.4.8 Electronic Parts Catalogs
  - 4.4.9 Production Resources/Tools
  - 4.4.10 Documents
  - 4.4.11 Object List
  - 4.4.12 Costing and Estimated Costs
  - 4.4.13 Permits
  - 4.4.14 Order Hierarchy
  - 4.4.15 Object Services
  - 4.4.16 Do Not Execute Orders
  - 4.4.17 Printing Orders Before Release
  - 4.4.18 Maintenance Planning Overview
- 4.5 Schedule Order
  - 4.5.1 Mass Change of Orders and Operations
  - 4.5.2 Capacity Requirements Planning
  - 4.5.3 Availability Checks
  - 4.5.4 Order Release
  - 4.5.5 Shop Paper Printing
  - 4.5.6 Paging
- 4.6 Execute Order
- 4.7 Confirm Order
  - 4.7.1 Completion Confirmations
  - 4.7.2 Technical Completion Confirmations
- 4.8 Complete Order
  - 4.8.1 Technical Completion
  - 4.8.2 Order Printing after Technical Completion
  - 4.8.3 Business Completion
  - 4.8.4 Document Flow
  - 4.8.5 Action Log
- 4.9 Summary
5 Preventive Maintenance
- 5.1 Basic Principles of Preventive Maintenance
- 5.2 Preventive Maintenance Objects
- 5.3 Maintenance Task Lists
  - 5.3.1 Task List Types
  - 5.3.2 Maintenance Order and Task List
  - 5.3.3 Action Log
  - 5.3.4 Task List Costing
  - 5.3.5 Mass Changes
- 5.4 Time-Based Maintenance Plans
  - 5.4.1 Time-Based Single-Cycle Plan
  - 5.4.2 Time-Based Strategy Plan
- 5.5 Performance-Based Maintenance Plans
  - 5.5.1 Performance-Based Single-Cycle Plan
  - 5.5.2 Performance-Based Strategy Plan
- 5.6 Multiple-Counter Plans
  - 5.6.1 Basic Multiple-Counter Plan
  - 5.6.2 Enhanced Multiple-Counter Plan
- 5.7 Inspection Rounds
  - 5.7.1 Basic Inspection Rounds Using the Object List
  - 5.7.2 Enhanced Inspection Rounds Using the Maintenance Task List
- 5.8 Condition-Based Maintenance
- 5.9 Summary
6 Other Business Processes
- 6.1 Immediate Repairs
  - 6.1.1 Creating Orders and Completion
  - 6.1.2 Report and Repair Malfunctions
  - 6.1.3 After-Event Recording
- 6.2 Shift Notes and Shift Reports
  - 6.2.1 Shift Notes
  - 6.2.2 Shift Reports
- 6.3 External Assignment
  - 6.3.1 Basic Principles of External Assignment
  - 6.3.2 External Processing with Single Purchase Order
  - 6.3.3 External Services with External Work Centers
  - 6.3.4 External Processing with Service Specifications
  - 6.3.5 External Services with Lean Services
- 6.4 Refurbishment
  - 6.4.1 Prerequisites
  - 6.4.2 Refurbishment Notification
  - 6.4.3 Material Requirements Planning
  - 6.4.4 Refurbishment Order
  - 6.4.5 Goods Issue
  - 6.4.6 Goods Receipt
  - 6.4.7 Costing
- 6.5 Subcontracting
  - 6.5.1 Subcontracting Order
  - 6.5.2 Purchase Requisition
  - 6.5.3 Subcontracting Monitor
  - 6.5.4 Serial Numbers
- 6.6 Test Equipment Calibration
  - 6.6.1 Equipment
  - 6.6.2 Inspection Characteristics
  - 6.6.3 Task List
  - 6.6.4 Maintenance Plan
  - 6.6.5 Order and Inspection Lot
  - 6.6.6 Results Recording
  - 6.6.7 Usage Decision
  - 6.6.8 Follow-Up Actions
- 6.7 Follow-On Order and Follow-On Notification
  - 6.7.1 Direct Creation of Follow-On Notifications
  - 6.7.2 Direct Creation of Follow-On Orders
  - 6.7.3 Indirect Creation of Follow-On Orders and Follow-On Notifications
- 6.8 Pool Asset Management
  - 6.8.1 Request
  - 6.8.2 Scheduling via Planning Board
  - 6.8.3 Confirmation
  - 6.8.4 Issue
  - 6.8.5 Return
  - 6.8.6 Settlement
  - 6.8.7 Prerequisites
- 6.9 Project-Based Maintenance
  - 6.9.1 Project System
  - 6.9.2 Revision
  - 6.9.3 Planning Buckets
- 6.10 Checklists
  - 6.10.1 Basic Checklist Solution
  - 6.10.2 Enhanced Checklist Solution
  - 6.10.3 Comparison Between Basic and Enhanced Checklist Processing
- 6.11 Work Order Cycle with Phase Model
  - 6.11.1 Basics of the Phase Model
  - 6.11.2 The Nine Phases
  - 6.11.3 Comparison
- 6.12 Billed Maintenance
  - 6.12.1 Billed Maintenance with Advanced Execution
  - 6.12.2 Advanced Functions
  - 6.12.3 Benefits and Recommendations
- 6.13 Summary
7 Integration of Applications from Other Disciplines
- 7.1 Integration Within SAP S/4HANA
  - 7.1.1 Materials Management
  - 7.1.2 Production Planning and Controlling
  - 7.1.3 In-House Production of Spare Parts for Stock
  - 7.1.4 Quality Management
  - 7.1.5 Financial Accounting
  - 7.1.6 Asset Accounting
  - 7.1.7 Controlling
  - 7.1.8 Flexible Real Estate Management
  - 7.1.9 Human Capital Management
- 7.2 Integration with Other SAP Systems
  - 7.2.1 SAP Master Data Governance
  - 7.2.2 SAP Supplier Relationship Management
  - 7.2.3 SAP Ariba
- 7.3 Integration with Non-SAP Systems
  - 7.3.1 Operations Monitoring Systems
  - 7.3.2 Operations Information Systems
- 7.4 Summary
8 Plant Maintenance Controlling
- 8.1 What's Involved in Plant Maintenance Controlling
- 8.2 SAP Tools for Obtaining Information
  - 8.2.1 SAP List Viewer
  - 8.2.2 SAP Fiori Dynamic Lists
  - 8.2.3 QuickViewer
  - 8.2.4 Logistics Information System
  - 8.2.5 SAP Business Warehouse
  - 8.2.6 SAP Analytics Cloud
  - 8.2.7 Comparative Overview
- 8.3 SAP Tools for Budgeting
  - 8.3.1 Order Budgeting
  - 8.3.2 Cost Center Budgeting
  - 8.3.3 Budgeting Using Investment Management Programs
  - 8.3.4 Budgeting Using Work Breakdown Structure Elements
- 8.4 Summary
9 Innovations in Maintenance Technology
- 9.1 Mobile Maintenance
  - 9.1.1 Basics of Mobile Maintenance with SAP
  - 9.1.2 SAP Fiori Apps for Mobile Maintenance
  - 9.1.3 SAP Service and Asset Manager
  - 9.1.4 Comparison of SAP Service and Asset Manager and SAP Fiori Apps
  - 9.1.5 Practical Examples
- 9.2 SAP Business Network Asset Collaboration
  - 9.2.1 What Is SAP Business Network Asset Collaboration?
  - 9.2.2 Cloud-Based Functions
  - 9.2.3 Integration in SAP S/4HANA
  - 9.2.4 Underlying Technology
  - 9.2.5 Application Scenarios
  - 9.2.6 Requirements and Getting Started
- 9.3 SAP Asset Performance Management
  - 9.3.1 SAP Business Technology Platform as the Foundation
  - 9.3.2 Central Data Foundation and Object View
  - 9.3.3 Industrial Systems
  - 9.3.4 Risk- and Strategy-Based Maintenance
  - 9.3.5 Condition- and Rule-Oriented Maintenance
  - 9.3.6 Condition Monitoring and Embedded Internet of Things
- 9.4 Artificial Intelligence in Maintenance
  - 9.4.1 What Is Artificial Intelligence?
  - 9.4.2 Rationale for AI in Maintenance
  - 9.4.3 Use Cases in Maintenance
  - 9.4.4 Joule: The AI Copilot
  - 9.4.5 Technical and Organizational Prerequisites
  - 9.4.6 Limits and Challenges
- 9.5 Summary
10 Usability
- 10.1 Basics
  - 10.1.1 What Is Usability?
  - 10.1.2 How Usability Can Be Assessed
  - 10.1.3 Why Usability Does Not Mean User Acceptance
  - 10.1.4 Why Is User Acceptance So Important in Plant Maintenance?
  - 10.1.5 SAP System Options to Improve Usability
- 10.2 User’s Options to Improve Usability
  - 10.2.1 General User Parameters and Default Values
  - 10.2.2 Maintenance-Specific User Default Values
  - 10.2.3 Roles, Favorites, and My Home
  - 10.2.4 List Variants and Dynamic Lists
  - 10.2.5 Personal Value List
  - 10.2.6 Buttons and Key Combinations
  - 10.2.7 Table Controls and My Views
- 10.3 Non-Programming Options to Improve Usability
  - 10.3.1 Transaction Variants
  - 10.3.2 Customizing
  - 10.3.3 Action Box
  - 10.3.4 Mobile Solutions
  - 10.3.5 SAP Fiori
  - 10.3.6 Adapting the SAP Fiori UI at Runtime
  - 10.3.7 SAP Screen Personas
- 10.4 Programming Options to Improve Usability
  - 10.4.1 Upstream Transactions
  - 10.4.2 Business Application Programming Interfaces
  - 10.4.3 Web Interface
  - 10.4.4 Customer Exits
  - 10.4.5 Custom Fields and Custom Logic
  - 10.4.6 Other Programming Techniques
- 10.5 Usability Study 1: SAP GUI With and Without Tuning
  - 10.5.1 Preparation
  - 10.5.2 Execution
  - 10.5.3 Results
- 10.6 Usability Study 2: SAP GUI and SAP Fiori
  - 10.6.1 Preparation
  - 10.6.2 Execution
  - 10.6.3 Results
- 10.7 Summary
Appendices
A Further Sources and Literature
B Overviews
- B.1 SAP Fiori Apps with SAPUI5 Technology
- B.2 SAP Fiori Apps with Web Dynpro Technology
- B.3 Functional Comparison of Structuring Resources
- B.4 Functions of Notifications and Orders
- B.5 Integration Aspects
- B.6 Standard Plant Maintenance Information System Reports
C The Authors
Index

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Plant Maintenance with SAP: Business User Guide

Name: Plant Maintenance with SAP: Business User Guide
Brand: SAP
SKU: BOOK-SAPPRESS-EBOOK-2026-9781493228201
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Plant Maintenance with SAP: Business User Guide

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Plant Maintenance with SAP: Business User Guide

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