Based on configurations and settings carried out for a Mining company.

1. 1. Purpose: This document highlights the usage of Inspection Rounds functionality
available within SAP PM in ECC 6.0 EHP 4 (current version in our business) which is
enhanced through usage of Operation Account Assignment functionality that has
been provided in ECC 6.0 EHP 5 (version to which we are upgrading).
2. Source system:The processes highlighted in this document are based on
Prototypes designed in SAP SAN 100 (Sandbox) environment which has been
upgraded to ECC 6.0 EHP 5.0 version during the first phase of our Upgrade.
3. Inclusion: Usage of Inspection Rounds and Operation Account Assignment
functionality has been detailed in this document.
4. Exclusions:
These Functionalities are configurable within standard SAP with allowances for
enhancements for any custom development. This document however only details the
standard portions of the Functionalities which are sufficient for most Maintenance
departments and are being used widely across Asset Maintenance intensive
businesses.
Only Order type PM01 (System Generated Order in our case) in combination with
Plant 0010 has been considered in the Prototype. All other Order Types and Plants
have been untouched.
Please note that Inspections rounds/Operation account assignment can also be
setup for Manually created Maintenance Orders if required. Usually Inspection
rounds go well with Planned regular work. That is the reason that in current prototype
PM01 Order Type (which is used for Planned Maintenance work in our business) has
been used.
5. Terminologies and Process:
Inspection rounds:An Inspection Round collects similar repetitive activities and
inspections on many different Technical objects.
Some of the characteristics that qualify for above in Maintenance of Physical Assets
include:
- Repetitive activities such as Lubrication, Taking regular meter reads on
measurement points etc.
- Activities that are planned based on time (such as Once a week, per day, per
shift, and so on)
- A single Route is performed within the period defined above (say per day, per
shift etc.)
- The total time of a route consists of Labour, Resources (Material/PRTs) and
Travel through a set of Objects (for example, walking through a
Plant/Plantsection and inspecting all <or> a set of related Equipments in the
plant/section, say all Rotables)

2. - The work is performed on different Technical objects, the number of objects
can vary in terms of sequence and number dependant on time intervals
- Result of a route could be a follow up activity (i.e updating work order,
notification etc.)
The Best Feature of Inspection Rounds functionality within SAP is that in aSingle
Maintenance Order, each activity (Operation) can be assigned to a different piece of
Reference Object unlike Header assigned Orders that are currently used in our
business with Header Reference Objects (Functional Locations/Equipments).
The reference objects that can be assigned to each Operation of Order (= activities of
a Route) include:
- Functional Location
- Equipments/ or Material + Serial No. (if Equipment Serialization is used)
- Assembly
- Measuring points
- Free text items
There are 3 major stages of an Inspection Round, as below, which will be detailed in
further sections:
1. Defining an Inspection Round
2. Planning an Inspection Round
3. Executing and Inspection Round
Operation Account Assignment:This is one of the most prominent new feature
within SAP Plant Maintenance module in ECC 6.0, EHP 5 version to which we are
upgrading.
This function allows you to use the Operation of a Plant Maintenance Order as an
Account Assignment Object. This means:
- Order costs can now be posted to Order Cost table at operation level (new table
PMCO_OP) as against current Order costs being posted to Order overall/header cost
table (PMCO). This is based on a configuration setting to be done which is mentioned
in next section
- Based on above, Order costs can now be Traced and Reported at individual
Operation level<and if>used in conjunction with Inspection Rounds this would mean
using a single Maintenance Order, you can post and report costs at each operation
level, which may each be associated to a different Technical object –
Equipments/Functional Locations, which was not possible while using Header
account assignment concept (as used now)
- Account assignment i.e assignments of Cost centre/WBS etc are now possible at
Order Operation Level. This naturally supplementsInspection Rounds functionality
in which each Operation can be assigned to different Reference Technical objects

3. (Functional Locations, Equipments)and it is quite possible that every object or
some objects are associated with different Cost centres/WBS etc.
- Settlement rules can now be defined at the level of individual Operations
- Multiple standard reports available to provide a detailed level of Operational Level
Costing with many other details at Operation level.
6. Background pre-requisites and Configurations
1. Business Function set activated using SWF5 transaction in SAN (on ECC 6.0,
EHP 5), to activate above functionalities include:
LOG_EAM_CI_3 - Enterprise Asset Management: Continuous Improvements –
For Inspection Rounds functionality
LOG_EAM_OLC – Operation Account Assignment
2. Configurations pertaining to
Inspection Round
a. Define Notification and Order Integration
IMG -->PM & CS --> Maintenance & Service Processing -> Maintenance &
Service Orders --> Functions & Settings for Order types -> Define Notification
and Order Integration
No changes done to existing configuration as the pre-requisites were
satisfied as per current configuration.

4. As per pre-requisite, against PM Order PM01, Enh. Object List set as
“Assignment of Operations to Object List entries inactive”
b. Configuring Maintenance Plan Category (OPTIONAL)
Configured a Maintenance Plan category “IR” in SAN to keep the process
distinct. Configuration done under
IMG --> PM & CS --> Maintenance Plans, Work Centers, Task Lists and
PRTs -> Maintenance plans --> Set Maintenance Plan Categories

5. Created and assigned a distinct Number range to the same in SAN under:
IMG --> PM & CS --> Maintenance Plans, Work Centers, Task Lists and PRTs
-> Maintenance plans --> Set Maintenance Plan Categories

6. c. Configuring a new value for Maint. Plan Sort Field (OPTIONAL)
Configured a Sort field IR0010 to denote Inspection Round based Plans for
Plant 0010. This is Optional and has been done to keep the process distinct.
IMG --> PM & CS --> Maintenance Plans, Work Centers, Task Lists and PRTs
-> Maintenance plans -->Define Sort Fields for Maintenance Plans

7. d. Settings for Costs at Operational Level
IMG --> PM & CS --> Maintenance & Service Processing -> Maintenance &
Service Orders --> Functions & Settings for Order types -> Costs at
Operation Level -> Define Cost Settings
Costs at Operation Level activated for Order type PM01, Plant 0010 only in
SAN 100 (Sandbox) environment

8. e. Control parameters for Completion confirmation
IMG --> PM & CS --> Maintenance & Service Processing -> Maintenance &
Service Orders -->Completion Confirmations ->Set screen templates for
Completion Confirmation
Added Measurement/counter readings in Screen area 4 and Goods
movements in Screen area 5. These functionalities will now be available
under Time confirmation transaction

9. 7. Process Steps
Step 1. Defining an Inspection Round
In SAP we create a General Task List for Route based work – Inspection Rounds for
Multiple Equipments
Transaction code: IA05 (Create)/ IA06 (Change)/ IA07 (Display)

10. Follow screenshot below to check details of a defined Task List for regular Inspection work
Group 435, Group Counter 1

11. Task List Header Details – Filled as per any other Task List created as of now

12. Task List Operation Details – Similar as current Task Lists with an additional feature of
assigning Different Equipments, Associated Functional Locations for Each Operation.

13. Measurement Points (say Pressure/Temperature sensing device) corresponding to
Equipments at Operation level are assigned as PRTs

14. If the Task List is Strategy Based, Maintenance Packages (frequencies) are assigned to
each operation

15. Save the Inspection Round – Task List
Step 2. Planning Inspection Round
Transaction codes: IP01 (Create Plan)/IP02 (Change)/IP03 (Display)/IP10 (Manual
scheduling)/ IP30 (Auto scheduling through Deadline Monitoring)/IP15 (Change
Maintenance Plans – List)/ IP16 (Change Maintenance Plans – List)
Maintenance Plan Category: IR
A Maintenance Plan is created and the Inspection Round (Task List) is assigned to the
same.

16. In the Maintenance Plan Header, ideally assign the Functional Location of the Top Level
Plant section under which the Routes are to be carried out. Each individual operation of Task
List anyways carries specific Functional Location of the Equipments to be inspected.

18. Post creation of the Plan, it is scheduled, either manually (IP10) or in Background using
Deadline Monitoring (IP30)
Execute Scheduling Overview Report (IP24 transaction) to get the scheduling overview and
List of Order/Orders generated

19. Step 3. Executing Inspection Round
This step would comprise of
- Further Planning the Maintenance Order with Spares, Services etc at Operation
level (if necessary)
- Releasing Maintenance Order
- Cost postings (Labour time confirmation, Goods issue), Measurement reading
entry (if relevant) against each Operation – linked to different Equipments or
Common Equipments
As per configuration done, using the same Order Confirmation transaction IW41,
users can post Time Confirmation, Goods Issue to Order, Measurement Point
reading entry. against each operation rather than doing it through 3 different
transactions

20. A critical advantageof using Operation Account Assignment instead of Header Account
Assignment is:
Using Header Account assignment, you can assign multiple Functional
Locations/Equipments using Objects Tab in Order <BUT>Costs can only be Planned,
Posted and Reported at the Level of the Functional Location/Equipment under the Header
Data using a single Maintenance Order
Using Operation Account Assignment, using a single maintenance order, you can
Plan,Post actual costs,Report Costs (Planned/Actual) at individual OPERATION –>
FLOC/EQUIPMENT level.
Order – Operation details
Select Individual Operation and Goto Internal tab to check individual Operation Account
assignment and Operation level Costs. There will be an additional Tab Acct Assgt./Costs

21. You would also observe that Settlement rules are now set at individual operation
leveli.e the Settlement rule icon will now appear at Operation level and not at
Order header level as previously
There is a flexibility to set same settlement receiver for all Operation or set different
settlement receiver for each operation.
As per current process also,for PM01 Orders, settlement objects –cost centres
getautomatically copied into the settlement rule section from Equipment assigned to Order
header.
Same thing will happen even now, only difference being “As Equipments are assigned at
Operation level” Cost centres of Equipments linked to each operation will get copied to
settlement rules at individual operation level. If all Equipments belong to same cost centre,
same cost centre would get assigned to individual Operation settlement rules. So there is no
change in process as such, it’s just the Granularity level that has increased.
Notice in screenshot below. Settlement rules are at Order + Operation/Activity No level
instead of Order Level (if Operation Account Assignment functionality is not used)

22. Time confirmation transaction – IW41 shown below
Note in Transaction screenshot below, that you can do Time confirmation entries, Goods
Movement(Stock Goods Issue to Orders), Measurement documents entries in the single
transaction by clicking on appropriate tabs. You can also cancel and go to next Operation to
confirm by clicking on X + next

24. 8. Reports
Some excellent standard reports are available which can provide you In depth details at
Order + Operation Level.
Transaction: IW49N – Display Order and Operation details
Users can set their own Output Layout variant for the Report as per Output Column
requirement

25. Transaction: IW40N – Display Operation Costs (with drilldown feature as per Cost value
categories)