You can perform different functions on the equipment master record and functional location.
Data Transfer
It is possible to transfer master data from one functional location to other functional location or between the functional location and the piece of equipment.
Using data transfer function, you can maintain data at a superior level in the hierarchical structure or you can also maintain data for objects assigned to functional locations.
You can divide data transfer into the following types −
Hierarchical Data Transfer
In the hierarchical structure, you can maintain data at a high level and the system will automatically transfer the changes to the level below.
Horizontal Data Transfer
Using the horizontal data transfer, you can transfer data from the reference location to the functional location or from the functional location to a piece of equipment.
You can use reference functional location to transfer a specific data to the corresponding functional locations or to a piece of equipment.
When you create a functional location, the following rules can be applied for data transfer −
Step 1 − To transfer the data from the installed equipment, go to the equipment master record.
Step 2 − Go to equipment master record → choose Structure tab → Change InstallLoc to display the dialog box Change Equipment Installation Location.
You can proceed by selecting one of the following options −
Install a Piece of Equipment
Step 1 − Select the required superior equipment or functional location in the dialog box → Install w. Data Transfer.
Step 2 − In the next window, you can see the screen Data Transfer: Install Equipment.
Step 3 − In this window, you have to select which data should be transferred from the master record of the superior piece of equipment or the functional location into the equipment master record.
Step 4 − Select the appropriate fields in the column IL → which data should be individually maintained in the equipment master.
Step 5 − To do this, select the appropriate fields in the column EQ.
The other option is to Dismantle the Piece of Equipment.
Dismantle the Piece of Equipment
Step 1 − Select the option Dism. W. DataTransfer as shown in the following screenshot.
In the next window, you can see Data Transfer − Dismantle Equipment.
Step 2 − Select which data for the installation should be retained for the piece of equipment after the dismantling.
Step 3 − Click Goto → Back. You have to confirm the dismantling and save the equipment master record by clicking the Save button at the top.
Displaying and Changing Data Origin
In some scenarios, you have to change the type of data transfer for technical objects.
Step 1 − To change the data origin for location, go to the screen in which you want to make the changes in create or change mode.
Step 2 − Click on edit → Data Origin.
Step 3 − In the next window, you have to select the required information for the field you selected.
Step 4 − Save the changes to the master record by clicking the Save button at the top.
Classification of the Objects
In SAP PM, it is possible to classify all technical objects that are shown by a master record. Classification can be done when you create the master record or using the change option at a later stage.
Using the classification of technical objects, you can easily create a hierarchical classification system for the company and hence you can find existing special classes.
Creating and Changing the Characteristics and Classes
You have to first create the characteristics and then you have to create a class and define a class type.
Create Characteristics
Step 1 − Navigate to Logistics → Plant Maintenance → Technical Objects → Environment → Classes → Master Data → Characteristics → Create/Change
Step 2 − Click the Create button and you will see the following window.
Step 3 − You will see the initial screen with characteristics. Enter the required information in all the fields. You can obtain additional data by choosing Goto Additional data.
Step 4 − You can assign the characteristic to a particular class type. To do this, choose Go to Restr. to class types.
Step 5 − Save the data.
Create Class
Step 1 − Navigate to Logistics → Plant Maintenance → Technical Objects → Environment → Classes → Master Data → Classes → Create/Change
Step 2 − In next field, you have to enter the following details −
Step 4 − Enter the required information in all the fields. To make class easily searchable, enter the Keywords.
Step 5 − To assign a characteristic to these calls, go to Characteristics.
In the next window, you can see the screen for maintaining characteristics is displayed.
Step 6 − Enter the required information in this screen.
Step 7 − To save the data, click the Save button at the top of the screen.
Data Transfer
It is possible to transfer master data from one functional location to other functional location or between the functional location and the piece of equipment.
Using data transfer function, you can maintain data at a superior level in the hierarchical structure or you can also maintain data for objects assigned to functional locations.
You can divide data transfer into the following types −
Hierarchical Data Transfer
In the hierarchical structure, you can maintain data at a high level and the system will automatically transfer the changes to the level below.
Horizontal Data Transfer
Using the horizontal data transfer, you can transfer data from the reference location to the functional location or from the functional location to a piece of equipment.
You can use reference functional location to transfer a specific data to the corresponding functional locations or to a piece of equipment.
When you create a functional location, the following rules can be applied for data transfer −
- You can refer to a functional location, using which you can maintain data using data transfer in an assigned master record.
- When you use another location as copy, the system also copies reference functional location.
Step 1 − To transfer the data from the installed equipment, go to the equipment master record.
Step 2 − Go to equipment master record → choose Structure tab → Change InstallLoc to display the dialog box Change Equipment Installation Location.
You can proceed by selecting one of the following options −
Install a Piece of Equipment
Step 1 − Select the required superior equipment or functional location in the dialog box → Install w. Data Transfer.
Step 2 − In the next window, you can see the screen Data Transfer: Install Equipment.
Step 3 − In this window, you have to select which data should be transferred from the master record of the superior piece of equipment or the functional location into the equipment master record.
Step 4 − Select the appropriate fields in the column IL → which data should be individually maintained in the equipment master.
Step 5 − To do this, select the appropriate fields in the column EQ.
The other option is to Dismantle the Piece of Equipment.
Dismantle the Piece of Equipment
Step 1 − Select the option Dism. W. DataTransfer as shown in the following screenshot.
In the next window, you can see Data Transfer − Dismantle Equipment.
Step 2 − Select which data for the installation should be retained for the piece of equipment after the dismantling.
Step 3 − Click Goto → Back. You have to confirm the dismantling and save the equipment master record by clicking the Save button at the top.
Displaying and Changing Data Origin
In some scenarios, you have to change the type of data transfer for technical objects.
Step 1 − To change the data origin for location, go to the screen in which you want to make the changes in create or change mode.
Step 2 − Click on edit → Data Origin.
Step 3 − In the next window, you have to select the required information for the field you selected.
Step 4 − Save the changes to the master record by clicking the Save button at the top.
Classification of the Objects
In SAP PM, it is possible to classify all technical objects that are shown by a master record. Classification can be done when you create the master record or using the change option at a later stage.
Using the classification of technical objects, you can easily create a hierarchical classification system for the company and hence you can find existing special classes.
Creating and Changing the Characteristics and Classes
You have to first create the characteristics and then you have to create a class and define a class type.
Create Characteristics
Step 1 − Navigate to Logistics → Plant Maintenance → Technical Objects → Environment → Classes → Master Data → Characteristics → Create/Change
Step 2 − Click the Create button and you will see the following window.
Step 3 − You will see the initial screen with characteristics. Enter the required information in all the fields. You can obtain additional data by choosing Goto Additional data.
Step 4 − You can assign the characteristic to a particular class type. To do this, choose Go to Restr. to class types.
Step 5 − Save the data.
Create Class
Step 1 − Navigate to Logistics → Plant Maintenance → Technical Objects → Environment → Classes → Master Data → Classes → Create/Change
Step 2 − In next field, you have to enter the following details −
- Enter Class Name
- Class Type
Step 4 − Enter the required information in all the fields. To make class easily searchable, enter the Keywords.
Step 5 − To assign a characteristic to these calls, go to Characteristics.
In the next window, you can see the screen for maintaining characteristics is displayed.
Step 6 − Enter the required information in this screen.
Step 7 − To save the data, click the Save button at the top of the screen.