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Migration Steps

The document outlines the prerequisites, procedures, and tools required for setting up a new company code and plant, including the creation of work centers, functional locations, and equipment. It details the steps necessary for transferring and customizing maintenance task lists and plans, ensuring proper data management during the transition. Additionally, it highlights the need for user adjustments and changes to existing job variants to align with the new plant code.

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thomas.altnickel
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10 views3 pages

Migration Steps

The document outlines the prerequisites, procedures, and tools required for setting up a new company code and plant, including the creation of work centers, functional locations, and equipment. It details the steps necessary for transferring and customizing maintenance task lists and plans, ensuring proper data management during the transition. Additionally, it highlights the need for user adjustments and changes to existing job variants to align with the new plant code.

Uploaded by

thomas.altnickel
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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General prerequisites/assumptions

1. setup the new company code


2. setup the new plant
3. do the customizing for the new plant based on the source plant
4. new BF (Org Sets) for the new plant and company is needed
5. there will be a frozen zone for data maintenance

PM01 Workcenter
Prerequisites
1. New cost center and associated tariffs are created
2. location codes are created
Procedure
Create or copy the needed workcenter. They will exist parallel to the existing work center.
Tools
Job or Batch Input currently not available.

PM02 Functional Location


Prerequisites
1. Customizing is completed
2. New cost center are created
3. New Workcenter are created
4. new label of Functional Location is not blocked (check and release with IL10)
Procedure
1. Export a list with FL master data, Some master data must be reassigned after the reorganization.
2. Export a list with the currently set system status. System status such as INAC (1) and DLFL (2) must be reset
3. Export a list with the installed equipment. The equipment must be removed before the transfer and reinstalled
4. Check the data origin settings. If inheritance takes place from the superior object, this may be set to “individual
5. Dismantling the installed equipment (3)
6. Move the functional location to the new plant (4) using the “Change maintenance plant” function
7. Change the planning plant
8. Change the label according to the new plant (5) (the first four digits of the label). Using the “Alternative
9. Reassignment of missing master data (Location code, planner group, maintenance workcenter, cost center,
10. Perform steps for PM03 Equipments
11. Set the previously assigned status
Tools
(1) Batch Input FL_RESET_INAC This session resets the INAC status of the specified FLs.
(2) Batch Input FL_RESET_DLFL This session resets the DLFL status of the specified FLs.
(3) Batch Input Equipment Dismantle This session is used to dismantle the specified Equi from the FL
(4) Batch Input FL MOVE to NEW Plant This session is used to move the specified FLto the new plant. At the same
(5) Batch Input FL Label Change This session is used for the Label Change of FL (alternative Label)

PM03 Equipment
Prerequisites
1. Customizing is completed
2. New cost center are created
3. New Workcenter are created
4. Equipment are dismantled
Procedure
1. Export a list with EQ master data, Some master data must be reassigned after the reorganization.
2. Export a list with the currently set system status. System status such as INAC (1) and DLFL (2) must be reset
3. Export a list with the installed equipment. The equipment must be removed before the transfer and reinstalled
4. Check the data origin settings. If inheritance takes place from the superior object, this may be set to “individual
5. Move the equipment to the new (3) plant using the “Change maintenance plant” function

# Internal
6. Change the planning plant
7. Reassignment of missing master data (Location code, planner group, maintenance workcenter, cost center,
8. Installing the equipment to the previously FL (4)
9. Set the previously assigned status
Tools
(1) Batch Input EQ_RESET_INAC This session resets the INAC status of the specified Equis.
(2) Batch Input EQ_RESET_DLFL This session resets the DLFLstatus of the specified Equis.
(3) Batch Input EQ MOVE to NEW PLANT This session is used to move the specified Equi to the new plant. At the
(4a) Batch Input EQ install without data transfer this session will install the Equi into the FL without data transfer
(4b) Batch Input EQ install with data transfer this session will install the Equi into the FL with data transfer from the
PM05 Maintenance Task List
Prerequisites
1. Customizing is completed
2. New cost center are created
3. New tarifs maintained
4. New work center created
5. Materials and services which is used in task list have been created for the new plant
6. Planer group are customized
7. For external operations the combination of material group and purchasing group are maintained

! It is necessary to split the task list. Task list that have a startegy and packages assigned must be copied with
another batch input file. The information on the packages is not copied and must therefore be added during the
PM05_A General Task List
Procedure for General Task List
1. Extract a list with the assignments of the task list to the maintenance items using transaction IP18. This need to
2. Before it is possible to copy the origin task list to a new plant, table ZWIN_MAP_PLNNR need to be checked.
There is a custom check on the name space of the task list, have to start with the letter(s) of the permitted
exception. If the source and target plant have an entry in the table, then an entry must be maintained that allows
3. Use copy function of IA05 to create general task list (1) with the new plant code. Save the origin of task list in
the field "External ID" in the header data like A_7894_1 (Task List Type_Group_Counter)
Tools
(1) Batch_Input_GEN_TL_COPY This session is used to create new general task list, as a copy from the origin
PM05_E Equipment Task List
Prerequisites
1. The equipment was transferred to the new plant as described in PM03
2. The Equipment can not have system status DLFL or INAC
Procedure for Equipment Task List
1. Extract a list with the assignments of the task list to the maintenance items using transaction IP18. This need to
be mapped later to the new created task lists. The new task list will have a new internal number
2. Use copy function of IA01 to create equipment task list (1) with the new plant code. Save the origin of task
list in the field "External ID" in the header data like E_6B1D0001_1 (Task List Type_Group_Counter)
Tools
(1) Batch_Input_EQ_TL_COPY This session is used to create new equipment task list, as a copy from the origin
PM05_F Functional LocationTask List
Prerequisites
1. The Functional Location was transferred to the new plant as described in PM03
2. The Functional Location can not have system status DLFL or INAC
Procedure for Functional Location Task List
1. Extract a list with the assignments of the task list to the maintenance items using transaction IP18. This need to
be mapped later to the new created task lists. The new task list will have e new internal number
2. Use copy function of IA11 to create general task list with the new plant code. Save the origin of task list in the
field "External ID" in the header data like F_00111718_1 (Task List Type_Group_Counter)
Tools
Job or Batch Input currently not available.

# Internal
PM06 Maintenance Plan/Item
Prerequisites
1. Customizing is completed (new sortfiedl entry)
2. New work center created
3. New planer group created
Procedure for Maintenance Plan/Item
1. Change plant code
2. Change the workcenter and plant of work center
3. Change the planer group
4. Change the sort field of the maintenance plan
5. Disconnect the link to the task list
Tools
Job or Batch Input currently not available.

Other topics
1. exististing Jobvariants need to be changed with the new plant code, FL key or sortfield for maintenance plans
2. Users have to change their personal user parameters e.g. Plant code, Company code, Puchasing group,

# Internal

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