Integration With Plant Maintenance

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Integration with Plant Maintenance

(PM)
Use
The Plant Maintenance (PM) and Customer Service (CS) components enable you to plan and carry
out all services, plant maintenance tasks, preventative maintenance, and modernization tasks in your
Real Estate objects. Some examples of these tasks are: cleaning offices, repairing systems,
preventative maintenance of elevators, and renovating an office building floor.
You use the PM component to manage Real Estate objects used by your own company. You use the
CS component if you manage Real Estate objects for customers or other companies within your
group.
However, the master data objects of both components are basically the same.

Integration
These components are integrated with the RE-FX component by assigning functional locations of the
PM and CS components to the Real Estate objects in the usage or architectural view, where
The Real Estate object from the RE-FX component describes the business usage of real
estate in the usage view or portrays the architecture in the architectural view and
The functional location from the PM and CS components describes the fixed, unchangeable
parts of real estate such as maintenance groups or rooms.

Prerequisites
You make settings for integration with Plant Maintenance in Customizing. For more information, see
Creating and Assigning External Objects from RE-FX .

Features
You can create or assign notifications on functional locations in PM directly from the Real Estate
objects. You create notifications if you want to document an inspection or if a technical malfunction of
a functional location or equipment occurs.
You can also create or assign orders on functional locations in PM directly from the Real Estate
objects. You plan which tasks are to be performed and who should perform them in the order. If an
external service provider performs the task then a purchase requisition is generated in the Materials
Management (MM) component from the order. If your own employees perform the task then personnel
resources are planned from the Human Resources Management (HR) component.
Subsequent Processes in Plant Maintenance
Invoices from external service providers and personnel costs are posted to the order.
The activities performed are documented in the activity confirmation.
The maintenance order can be settled to RE objects such as contracts, settlement units, or usage
objects. Or it can be capitalized as a value increase to a fixed asset of the Asset Accounting (FI-AA)
component.

If the order in the CS component is not based on a rental agreement, the tenant can be charged the
costs in an invoice in SD.
Other Master Data in Plant Maintenance
In maintenance plans , you define according to which rules scheduled orders should be generated.
For example, you describe when elevators are maintained, when an inspection should take place, and
when cleaning is done. Orders are created manually for non-scheduled activities.
The individual activities of an order are listed and described in more detail in task lists .
The fixtures and fittings of real estate objects, such as pumps or fire extinguishers, are represented by
assigning equipment to the functional location.
Classification characteristics describe the details of functional locations and equipment such as the
length, width, and height of a room, the construction year of a fixed asset, or the acquisition costs.

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