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Purpose


This process describes the use of permits during order processing. Before an order can be executed or technically completed, a planner ensures that:


  • All the necessary safety precautions have been taken


  • The required financial resources are available


  • The work has been approved at management level

Prerequisites

You define permit categories in the Customizing for Plant Maintenance and Customer Service by choosing Master Data in Plant Maintenance and

Customer Service – Basic Settings – Permits – Define Permit Categories.

These permits can be assigned to Technical Objects and / or Orders. Assignment of Permits to the PM Order can be done in 2 ways.


  • Manually – without referring any condition


  • Automatically – using the condition

Permits Assignment in Technical Object:

Permits can be assigned to Technical Objects viz., Equipment & Functional Location. These permits will be called in all the PM orders which are

created with reference to these Technical Objects with the condition of Proposal tick box selected in Permits Screen.

To assign the Permits to Technical Objects in Technical Objects, follow this path.

  • Transaction Code is IE02 / IL02


  • In the Technical Object, Go to è Permits.

  Prerequisites: Permits should be created. Refer Transaction Code IPMD. Creation of Permits will be discussed at a later phase of this document.

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This type of Permits assignment to the technical objects will be done whenever critical equipments are used & approval is required prior to all kinds of

maintenance.


Permits Assignment to Order:


Apart from assigning Permits to technical objects, Permits can be assigned directly in PM order. In some of the Technical Objects, Approval will not be

required always whenever maintenance is being done. So whenever approval required, permits can assigned in PM Order.

To facilitate this, Permits can be assigned to PM Order either manually or automatically.

Manual Assignment of Permits in PM Orders:


Menu Path: IW32 – Menu Goto – Permits.

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Automatic Assignment of Permits to PM Orders:

Also Permits can be assigned to PM Order automatically based on Business Transactions.


1. Based on Cost

2. Based on Type of Activity

3. Based on Other Conditions

Based on Cost:

Here, approval will be asked from the manager or responsible person if the maintenance cost goes beyond certain limit. Here costs include Total

Planned Cost of Order, Total Estimated Costs of Order & Total Actual Costs of Order.

Scenario: (Whenever Total Planned Costs is more than limit)


Here, Permits should be created automatically whenever Total Planned Costs of Order goes beyond the limit. The following steps are to be followed.

1. Create Characteristics for the Parameters to be considered (T- Code is CT04)


               a. Total Planned Costs of the Order (CSEVPERMIT – PKOSTEN)

               b. If the approval is for specific type of Order (ex. Only for Preventive Maintenance), then add Order Type as another characteristic

               (CSEVPERMIT – AUART)

Char1.jpg


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2. Create Class by including all the created characteristics (T – Code is CL02)

Once all the required characteristics are created for the Permits configuration, Permit Class should be created.

Pre-Requisites: Permit Class should be configured in OIPG. The class name in CL02 should be same as the class mentioned in OIPG.

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In the class of Permit, all the required characteristics should be assigned.

1. Creation of Permits

Once after creating Required Characteristics & Class, Permits can be configured using these details.

Transaction Code is IPMD

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As shown above, Permit Code, Permit description & Permit category should be given. After that, Approval stage should be mentioned with

requirement status of approval. Approval stages are Order Release & Order TECO. Requirement statuses are

1. Warning message if permit is not issued

2. Error message if permit is notissued

3. Permit is optional

Once after defining above mentioned details, click Classification button.

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Here the condition is that approval is required for the maintenance if the planned cost is  more than 1000 SAR & order type is ZM03.


Usage of these Permits:

With above configured Permit, the following usage will be derived.


Whenever order is created with order type ZM03 & total planned costs goes beyond the limit of 1000 SAR, this permit will be assigned automatically

in the order. By having proper authorisation, only authorised person can issue this permit. Without having the issue of permit, Order release can be

rectified.

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As per the required parameter to be considered for approval process, all the characteristics should be created & assigned the Permit class. All the

possible conditions can be referred from the table CSEVPERMIT.

Some Additional Information:

1. There are 3 different Order types (PM01, PM02 & PM03); but for all order types, approval is required if the total planned cost is more than 1000

SAR. Then there are 2 ways.

               a. One, create 3 different approvals with the combination PM01 & 1000 SAR, PM02 & 1000 and PM03 & 1000.

               b. Second, Create only one permit by assigning all 3 order types. Pre-Requisite to assign multiple values in Permit configuration is that Select

                    Multiple Values while creating Characteristics & giving appropriate no. of characters.



2. Authorisation for Permits Issue can be controlled using Authorisation Object I_SOGEN    PM: Permit   

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Multiple values can be mentioned while defining the permits.

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34 Comments

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  1. Andrew Barnard

    3 extra points to augment the excellent document above:

    Costs and Currencies

    When you create a currency relevant characteristic, such as total planned costs (PKOSTEN), the characteristic maintenance transaction will require a currency. The values assigned to the characteristic are interpreted always in this currency.

    If the order contains costs in another currency, the system converts the costs from the order cost currency to the characteristic currency before the comparison is made. The costs are converted using the exchange rate type ‘M’ as at the current date. For those curious, see subroutine LIMSPF00_COMWWA_CREATE in Function Group IMSP.

    Characteristics form AND conditions

    The characteristics of the class are always interpreted as AND conditions – meaning that any permit classified using the permit class must fulfil ALL conditions.

    Permits can only be classified using the (one) permit class defined in Tx OIPG.  Given characteristics form AND conditions, you must design your class classification very carefully if you work with multiple characteristics.

    Table T357G_GR – PM: Permit Groups

    This table maps the assignment of the class to a permit group. You should note that the table key supports multiple permit groups – each with a possibly distinct class assignment. You might wonder what happens if multiple entries were maintained.

    The function module PERMIT_PROPOSAL_BY_CLASS just gets the first entry with a class assigned. In short – multiple permit groups are not supported. So don’t even try it.

    * determine permit class
    * (permit class is defined in permit group;
    *  ONLY one permit group can be defined)
      
    SELECT SINGLE CLASS INTO L_CLASS FROM  T357G_GR           “#EC *
             
    WHERE ( PERGR NE SPACE ).


    (0) 
  2. Former Member

    1. During my assignment of value I’m getting error as currency INR not found in IPMD- classification.

    2. Also I’m unable to find order type for the same. Can you pls help me out on the same.

    (0) 
  3. Former Member

    Other than ABAB development and restriction based on User status, is there any option available to restrict user to reserve material post release? Without which i hope there is no much use to I_SOGEN.

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  4. Former Member

    Hi,

    I am implementing the same functionality in my project but I am getting an error during creation of permit class

    1.PNG

    Please help me out of this.

    Thanks!

    Ashish

    (0) 
  5. Former Member

    Hi Former Member,

    I was getting same error so I changed ‘PERMIT Group’ and than follow all step mention by Former Member, it’s working fine.

    Regards,
    Faizan

    (0) 
  6. Former Member

    Guys,

    Is it possible create more than one permit class? Or due to the AND conditions I must adapt my needings to only one class with multiple characteristics? I’m quite confused.
    Because when I change the permit class at tcode OIPG, all permits listed at IPMD change to this permit class.

    Everything works good to me for the class permit I’ve created. (using the ILART field issue permits for electrical work for example)
    But I really would like to create another permit to control costs, just like it is shown above. And this one has no connection with the first permit.
    What to do?

    Thanks in advance,

    Julio

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  7. Harikrishna Anumandla

    Thanks  Former Member for sharing such a great document.  The only question i have is what if the order has to undergo multiple approval process?

    Lets say like 1000 $ approval 1

    2000 $ approval 2

    3000 $ approval 3.

    In such case, once the order is released for approval 1, it is released and we don’t have any additional checkpoint over the order further cost.

    Other situations would be, if they have only one cost approval process instead of multiple…..Once the permits are issued..there would be situations to add additional costs to the existing order…so how to handle such situations if the management wants to get notified for additional costs?

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