IMG: CS Planning Plant configuration check-list

You manage an existing CS/PM full cycle installation and you need to add one or more Planning plant to cover a new process or business requirement.

Here below is a check list of all main IMG activities you have to maintain to release the new planning plant/s.

–>Enterprise structure

• Define, copy, delete, check plant
• Plant assignments
• Sales Organization assigment
• Distribution channel
• Division
• Set up sales area
• Sales Offices -> Sales Area
• Assign sales organization – distribution channel – plant
• Assign purchasing organization to company code
• Assign purchasing organization to plant
• Assign shipping point to plant
• Maintain maintenance planning plant
• Assign maintenance planning plant to maintenance plant
• Plant Maintenance and Customer Service

–>Master Data in Plant Maintenance and Customer Service

• Define Planner Groups
• Maintain Equiment Category
• Sales Equipment
• Define Additional Business Views for Equipment Categories
• Define Number Ranges
• Define Installation at Functional Location
• Assign Partner Determination Procedure to Equipment Category
• Define Field Selection for the Equipment Master Record
• Allow Multilingual Text Maintenance for Each Equipment Categ
• Define Serial Number Profiles

–> Maintenance and Service Processing
—> CO settings

• Work centers and activity types
• Maintain Value Categories
• Define Cost Element Groups
• Assign Cost Elements to Value Categories
• Profiles for Quotation Creation, Billing, Results Analysis

–> Maintenance and Service Orders

• Configure Order Types
• Assign Order Types to Maintenance Plants
• Assign Inspection Types to Maintenance/Service Order Types
• Activate Default Value for Current Date as Basic Date
• Create Default Value Profiles for External Procurement
• Define Default Values for Units for Operation
• Define Access Sequence for Determining Address Data
• Define Causes for Variances
• Default Values for Task List Data and Profile Assignments
• Define Default Order Types for Maintenance Items
• Maintain Default Values for Control Keys for Order Types
• Assign Costing Parameters and Results Analysis Keys
• Define Change Docs, Collective Purc. Req. Indicator, Operati
• Define Documentation for Goods Movements for the Order
• Define Inspection Control (Parameters for availability check)
• Define Causes for Variances
• Set Scheduling Parameters
• Define Printer
• Assign Default Values for Settlement Areas to Order Types
• Maintenance plans
• Configure Planner Group
• Define Employees Responsible for Work Centers
• Completion confirmation
• Define Control Parameters for Completion Confirmations

-> Sales and distribution
–> Basic functions

• Define And Assign Pricing Procedures

—>Sales

• Define, copy, delete, check sales organization
• Assign Sales Area To Sales Document Type

You can copy and paste the description in the IMG search to directly access and check the configuration step.