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Behavior of Performance Based Plan in SAP Plant Maintenance


In SAP Plant Maintenance, Preventive Maintenance can be done in many ways.

  • Time Based Maintenance
  • Performance Based Maintenance
  • Time or Performance Based Maintenance (whichever comes first)

Time based Maintenance will work based on Normal Daily Calendar or Plant Factory Calendar or Maintenance Department Factory Calendar. Whatever the technique, system will calculate exact no. of days mentioned in Cycle Frequency of Maintenance Plan. Here, scheduling will schedule & plan the call objects for the whole Scheduling period mentioned in Maintenance plan.

But Performance based plan works in other way. Performance based plan works based on the Running Hours. KM, etc., as Measuring points for measuring the Performance of the equipment. In this case, system plan date will keep on gets changed based on daily usage of Equipment. It counts only Performance of the equipment, so plan date can’t be static.

Recently, there is a thread which talks about different scenario & different queries by the Author.

Single cycle count scheduling

To answer his questions as well as to make this process understandable for everyone, this document has been created.

Performance Based Plan:

Master Data:

All Master Data (viz., Equipment, Measuring Point, Task List, Maintenance Plan) have been created.

As Measuring Point & Maintenance Plan have more importance in scheduling, those screen shots have been posted below.

Measuring Point:

Measuring Point has been created for KM with Annual Estimate as 300. Here, Annual Estimate has been taken as half of the Cycle Frequency for which Maintenance Order should be created. In this example, Maintenance plan call frequency is 564 KM. (All data have been copied from that reference thread).


Maintenance Plan:

Maintenance Plan has been created with Cycle Frequency as 564 KM, Call Horizon as 100 %, Scheduling Period as 2 years, Shift Factor for Late Completion & Early Completion as 100 % and Start of Cycle reading as Zero (0).



Process Flow:

Before updating the Measurement document for KM Measuring point, it’s not possible to schedule the orders in IP10. It will provide the Information message as “No Counter Reading found ……” & there won’t be any planned calls generated.

So, just create the variant in IP30 (Deadline Monitoring) program with that Maintenance plan & schedule background job for that variant in SM36.

1st Measurement Document:

Measurement document has been created with KM reading as 123.


1st Scheduling: through IP10 / IP30 (In IP30, mention the Interval for Call Objects as 7 days)

Both calls are in “ON HOLD” status as Measurement reading doesn’t match the Cycle frequency value of Maintenance plan.


2nd Measurement document:

Measurement document has been created with KM reading as 450.


2nd Scheduling: through IP10 / IP30 (In IP30, mention the Interval for Call Objects as 7 days)

Both calls are in “ON HOLD” status as Measurement reading doesn’t match the Cycle frequency value of Maintenance plan. But Call dates are different when compared to 1st Scheduling.


3rd Measurement Document:

Measurement document has been created with KM reading as 580.

Now 1st call object has been called as Current KM Counter reading (580) crosses Maintenance plan cycle frequency (564).


3rd Scheduling:

Scheduling has been done which has generated the Order for 564 KM. As KM reading crosses the Cycle frequency, Call status will be as “NEW START SAVE TO CALL”.


Measurement Document at PM Order TECO:

Order generated on 564 KM reading has been executed & after finishing all the operations, PM Order TECO should be done. While doing PM Order TECO, there is an option to create Measurement Documents. This will get updated in IP10 scheduling against corresponding call object.

Here, Measurement document has been created say, for KM reading as 640. Here, Scenario is that Preventive Maintenance has been done during the run of the equipment. Because of Preventive Maintenance, there is no stoppage in usage of that Equipment. So, Initial reading (580) & Completion reading (640) are different.

In some cases, Initial & Completion reading will be same.



4th Scheduling:

This is after creating the Measurement document while doing PM Order TECO. In below screen shot, Completion Counter Reading for 1st Call object has been updated.


Based on Completion Reading at Previous Call Object (1st Call Object), next call object (2nd Call object) Planned counter reading has been changed.

As per the Master data, Cycle Frequency is 564. So, 2nd Call object should have been generated as 1128. But in below screen shot, Next planned Counter reading is showing as 1204 (640 + 564).

To make system behave this lies with Shift factor mentioned in Maintenance Plan. In Maintenance plan, it has been mentioned as Shift factor for late completion as well as for early completion as 100 %. So, Next call object Planned reading is getting shifted 100 %.


If there should not be any shift in this Planned Counter Reading for Subsequent call objects, then Shift Factor for Early or Late completion % should not be maintained.

Here Annual Estimate has been Maintained with some unrealistic value as 300 KM. So by maintaining some small value in Annual Estimate (approx half of the Cycle frequency), system will only consider the Measurement document reading i.e., Maintenance will be purely on Performance based.

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      Author's profile photo BAIJU KUMAR

      Very good document..Well done..Nice obseravtion..

      Author's profile photo Akhilesh Singh
      Akhilesh Singh

      Hi Maheswaran,

        Thanks for sharing to such kind of Observation.

      But, If maintain Tolerance (+ or -) range for the same condition and TECO have covered in this tolerance’s, there would not be effect in planned cycle.In case TECO beyond from tolerance range then planned cycle would be shift according to shift factor.

      Author's profile photo Former Member
      Former Member
      Blog Post Author

      Hi Akhilesh, Thanks for your feedback & observations. Yes, in my screen shot, I have not maintained the tolerance, so its shifting 100%. If you maintain some Tolerance (+/-), those will be considered while shifting the counter value.

      Author's profile photo Carlos Eduardo Araujo
      Carlos Eduardo Araujo

      This functionality is a very useful plant maintenance part. This post makes it easy. So, users have a good example about how to do it.

      Author's profile photo Nikhil Bengeri
      Nikhil Bengeri

      Hi Maheshwaran,

      Thanks for sharing this. A bible for Performance Based Maint.

      I wanted to ask, you have not maintained anything in Counter Over Rdg. What would have happend had you maintained say (500), then, would the new plan be generated??

      My ques is what's the role of Counter Over Rdg??

      Author's profile photo swapnil rajane
      swapnil rajane

      Dear Sir,

      Thanks for sharing the documents.Its really very very important to understand the concept and the system behavior as shown by you for preventive maintenance.



      Author's profile photo PS R
      PS R

      Hi Sir,

      It's really very useful document 🙂


      PS R

      Author's profile photo atul sharma
      atul sharma

      Hi Sir,


      Here my question is when the counter reached as above our Cycle is 564 and then our plan “NEW START SAVE TO CALL” and then order will generate automatically or we have scheduled this by IP 10 and IP30 every time counter reached.



      Author's profile photo Abilash Kunder
      Abilash Kunder

      Hi, Thanks for this Document.

      My only question being, what if the measurement document entered is 563kms? Would that generate a work order? I did some testing with counters, and it seems like it generates the work order.

      Would appreciate an explaination on that.