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Freshers often jump into transaction codes without understanding why maintenance is structured the way it is. This module builds the conceptual foundation of asset management before configuration begins.

• Role of maintenance management in asset-intensive organizations
• Maintenance strategies: Reactive, Preventive, Predictive, Condition-based
• PM master data overview: Functional Location, Equipment, BOM, Task Lists
• Overview of the Plan-to-Maintain cycle
• Integration touchpoints with MM, FI-CO, PP, and QM

Without correctly defined maintenance organizational structure, equipment, functional locations, and work orders cannot be processed correctly.

• Maintenance Plant vs Planning Plant
• Maintenance Planner Group
• Work Center (maintenance) setup
• Assignment of plant to company code

Functional Locations provide the structural backbone for tracking maintenance history at a location, even as equipment is installed, removed, or replaced over time.

• Functional Location structure and hierarchy (structure indicator)
• Functional Location categories
• Creation of multi-level functional location hierarchies
• Reference functional locations and templates

Equipment master data enables tracking of maintenance history, costs, and downtime for individual physical assets — essential for reliability analysis.

• Equipment categories (machine, vehicle, production resource)
• Equipment master record structure (general, location, organization, structure tabs)
• Installation and dismantling of equipment at functional locations
• Equipment BOM and serial number profiles
• Warranty data on equipment

Task Lists standardize recurring maintenance work, reducing manual order creation effort and ensuring consistency.

• Equipment BOM vs Functional Location BOM
• General Maintenance Task Lists vs Equipment/Functional Location Task Lists
• Task list operations, work centers, and standard values
• Reusability of task lists across maintenance plans and orders

Preventive maintenance reduces unplanned downtime by ensuring maintenance occurs at planned intervals rather than after breakdowns.

• Maintenance Item and Maintenance Plan
• Single-cycle plans vs Strategy plans (time-based, performance-based)
• Maintenance Strategy and Maintenance Package
• Scheduling parameters and call horizon
• Scheduling overview and deadline monitoring

Notifications capture the "what happened" and "what needs to be done," forming the documentation trail before work orders are created.

• Notification types (Malfunction, Maintenance Request, Activity Report)
• Notification structure: header, item, causes, tasks, activities
• Notification status and workflow
• Conversion of notification to maintenance order

The maintenance order is the central document connecting planning to actual maintenance execution, costing, and material consumption.

• Maintenance Order types (PM01 – breakdown, PM02 – preventive)
• Order creation (manual, from notification, from maintenance plan)
• Operations, components, and permits
• Order release and status management
• Material availability and reservation

Confirmations and completions are the most frequent daily PM transactions, directly impacting cost accuracy and inventory levels.

• Goods issue for maintenance order components
• Time confirmation (individual and collective)
• Technical completion vs business completion
• Completion confirmation and final documentation

Without proper settlement, maintenance costs remain stuck on the order and never reflect in financial/cost reports — a critical issue in real projects.

• Settlement rule and settlement receiver (cost center, asset, order)
• Cost element and activity type assignment for maintenance work centers
• Order settlement process
• Variance analysis on maintenance orders

Refurbishment reduces spare parts costs significantly in asset-heavy industries and is a frequently tested integration scenario.

• Refurbishment order type (PM04)
• Material valuation types (new vs refurbished)
• Refurbishment process flow: withdrawal, repair, goods receipt

Real-world maintenance scenarios rarely stay within PM alone — consultants must understand the ripple effects across inventory, cost, production, and quality.

• PM–MM integration: spare parts reservation, procurement, goods movements
• PM–FI/CO integration: cost postings, settlement
• PM–PP integration: production order linkage during breakdowns
• PM–QM integration: inspection lots for refurbished parts

Capstone module — reporting closes the loop, using maintenance data to improve strategies, reduce downtime, and justify equipment investment decisions.

• Maintenance history reports (equipment, functional location)
• Breakdown analysis and downtime reporting
• Maintenance backlog and order list reports
• Key Performance Indicators: MTBF, MTTR