Create ref. for maint. contract item
Application component: Task Lists
App type: SAP GUI
Description:   By creating a maintenance plan with reference to an outline agreement, you can simplify the processing of services which you have agreed for service objects in outline agreements.  You can create maintenance plans for this purpose for which the system generates the following maintenance call objects  :   Service notification   Service order    You can define which maintenance call object (service notification or order) is generated by a maintenance plan by specifying a maintenance plan category when you create a maintenance plan.  
Key features:   You can create a maintenance plan with reference to an outline agreement and for a maintenance planning plant (PM planning plant). Each agreement item for an outline agreement can:  – Apply to your own dates   – Apply to different objects (object list)   – Have its own status (for example, Outstanding , In process , Complete )    To ensure a unique assignment between outline agreement item and maintenance plan, you must create your own maintenance plan for each outline agreement item. Therefore, a maintenance plan created with reference to an outline agreement only ever contains one maintenance item .  Maintenance Call Object “Service Notification”  When a maintenance plan is being created with the maintenance call object Service notification , the system copies the start of the agreement as the start date for scheduling from the outline agreement into the field Cycle start of scheduling parameters .  The maintenance item does not have an object list.   Maintenance Call Object “Service Order”  When a maintenance plan is being created with the maintenance call object Service order , the system copies the proposed dates for the service order from the service product. The start of the agreement as the start date for scheduling is copied from the outline agreement into the field Cycle start of scheduling parameters . The maintenance item for the maintenance plan contains the object list (for example, all copying equipment which should be maintained according to the agreement item). The object list in the maintenance plan refers to the outline agreement, that is, it contains your data from the outline agreement and can only be changed there. The remaining data for the maintenance plan consists of default values that you can change directly in the maintenance plan.   Since you have assigned a general maintenance task list to the service product, the system obtains information about the maintenance plan type when a maintenance plan is created. The type of maintenance plan is determined using the maintenance strategy which is specified in the general maintenance task list. The table clarifies the system activities for the different call objects:   Strategy   Call Object   System Activity    Time-based or performance-based   Service order   The system creates a strategy plan and obtains data (for example, maintenance packages ) from the strategy. For performance-based maintenance plans, you must also enter a counter in the maintenance plan.     None   Service order   The system creates a single cycle plan. You must enter the maintenance cycle manually.    Time-based or performance-based   Service notification    None   Service notification     Scheduling a Maintenance Plan with Reference to an Outline Agreement  For scheduling, the system creates maintenance calls for the scheduling period that you have defined using the scheduling parameters, or maintenance call objects (for example, service orders) for the due date. However, the decisive factor in creating maintenance calls and maintenance call objects is the end date for the outline agreement item and not the scheduling period. If the agreement has expired, the system does not generate any call objects for maintenance calls with the status On hold , and no longer generates any new maintenance calls.  Note  If you change the object list or the validity of the agreement in the outline agreement, the changes come into effect when the maintenance plan is rescheduled.  You can display the document flow for the service notification or service order, that is, which predecessor and successor documents exist and their status. For more information, see Document Flow .