This document is a user manual for SAP Preventive Maintenance, a process for scheduling routine maintenance on assets in SAP S4HANA to prevent failures. Preventive Maintenance in SAP systematically manages asset upkeep through planned tasks, and this manual guides users through the SAP workflow from initial planning to vendor payment upon service completion.
Key topics covered in the document:
- Creation and Scheduling of Maintenance Plan – Explains how to set up a maintenance plan using transaction IP42 and schedule it via T-codes such as IP10 or IP30 to automatically generate planned maintenance orders for equipment or functional locations.
- Maintenance Order Processing – Describes the process for creating and managing maintenance orders (e.g., using IW32), including external service creation when vendor tendering is required, and the release of orders for execution.
- Procurement and Tendering Activities – Details how purchase requisitions are generated (using ME52N), routed for multi-level approvals via SAP Business Workspace (SBWP), and then integrated with the SRM portal for strategic sourcing. It covers RFx creation, editing, parameter settings, bidder invitation, document attachment with digital signatures, and tracking of tender workflows.
- Purchase Order and Invoice Processing – Outlines the conversion of awarded RFx responses into purchase orders, the subsequent approval processes, and how these orders are integrated with financial modules for invoice verification (MIR7), parked invoice approval, and vendor payment (using transactions such as F-53 and FBZ5).
- Measurement Sheets, Order Completion, and Settlement – Explains the creation and approval of measurement sheets, the technical completion of maintenance orders via status updates (TECO), as well as settlement of orders (KO88) and final closure steps.
Conclusion:
This manual provides maintenance and procurement professionals with a step-by-step guide to configure and manage preventive maintenance within SAP, ensuring effective integration and streamlined workflows across SAP modules. Its explicit transaction codes and detailed instructions help facilitate efficient process management and compliance within the organization.