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Linking a Standard Task to an SAP Maintenance Item or Task List

When APM has been configured to interact with SAP Plant Maintenance, you can link standard tasks to maintenance items or task lists. APM can then generate checksheets using the standard tasks when a maintenance order is created in SAP for the linked maintenance item or task list.

Each standard task can link to one SAP item, although each SAP maintenance item or task list can link to one or more standard tasks.

Note: We recommend linking standard tasks to either maintenance items or task lists. If you use both, duplicate checksheets might be generated.

If the standard task’s asset is linked to a functional location or equipment record, the SAP asset determines whether functional location or equipment task lists are available. The SAP asset is also used as a filter for selecting and browsing the target items.

When a standard task is created from a task template that has a reference to a general task list, the reference is copied to the standard task. You can link the standard task to a different object, as required.

Tip: In the Standard Task window, select the SAP Properties view to see detailed information about the linked maintenance item or task list.

This topic explains how:

•	To Link a Standard Task to an SAP Maintenance Item

•	To Link a Standard Task to an SAP Task List

To Link a Standard Task to an SAP Maintenance Item

1.	Open the Standard Task window. For example, select the Reliability Program view, Tasks tab in the Site or Asset window. Locate the standard task in the list and double-click it.

2.	Make sure that editing is enabled.

3.	Select the Properties view, General tab, and then the SAP tab. For example:

Note: If the standard task was created from a task template, the template might provide a reference to an SAP general task list. You can change the linked item as required for the standard task.

4.	In the Type of object list, select “Maintenance item”. The tab changes as follows:

5.	Click the Maintenance item list to select from the items for the functional location or equipment linked to the standard task’s asset. To select from a larger list, use the browse icon:

•	Click the browse icon () to open the browse dialog, where you can select criteria for filtering the list of items.

•	Click to view the list of items. (You can return to the criteria to refine the filters by clicking .)

•	Select the maintenance item and click OK. The item’s information is displayed in the SAP tab.

6.

The option Create a checksheet, if required, when a maintenance order is created in SAP is selected by default. A checksheet is generated from the standard task when a maintenance order is created in SAP that is based on the linked maintenance item. You can clear this option to disable the functionality for the standard task.

7.	Save and close the Standard Task window.

To Link a Standard Task to an SAP Task List

1.	Open the Standard Task window. For example, select the Reliability Program view, Tasks tab in the Site or Asset window. Locate the standard task in the list and double-click it.

2.	Make sure that editing is enabled.

3.	Select the Properties view, General tab, and then the SAP tab.

Note: If the standard task was created from a task template, the template might provide a reference to an SAP general task list. You can change the linked item as required for the standard task.

4.	In the Type of object list, select “Task list”. The tab changes as follows:

5.

Select the type of task list: “Equipment”, “Functional location,” or “General”. If the standard task’s asset is linked to an SAP equipment record or functional location, the options in this list are filtered accordingly. For example, if the asset is linked to a functional location, equipment task lists are not available.

6.	Click the Task list list to select from the task lists for the functional location or equipment linked to the standard task’s asset. To select from a larger list, use the browse icon:

•	Click the browse icon () to open the browse dialog, where you can select criteria for filtering the list of items.

•	Click to view the list of items. (You can return to the criteria to refine the filters by clicking .)

•	Select the task list and click OK. The task list’s information is displayed in the SAP tab, including its functional location or equipment.

7.

The option Create a checksheet, if required, when a maintenance order is created in SAP is selected by default. A checksheet is generated from the standard task when a maintenance order is created in SAP that is based on the linked task list. You can clear this option to disable the functionality for the standard task.

8.	Save and close the Standard Task window.