JinJin48
JinJin48
SAP Consultant | BTP · S/4HANA · US Global Rollout
· 3 min read

Cover: SAP PM Master Data overview — hierarchy, ER, and setup flow

TL;DR
  • SAP PM master data spans 13 objects across 6 phases — Functional Location and Equipment are mandatory; Measuring Point, Task List, Maintenance Plan, BOM, and Classification are optional depending on maintenance strategy.
  • Setup order matters: define location and equipment first (Phase 1), then classification (Phase 2), measurement (Phase 3), work resources (Phase 4), materials and vendors (Phase 5), and maintenance planning last (Phase 6).
  • This article provides the map — detailed field-level configuration for each object is covered in PM-A02 through PM-A07.

1) Master Data Setup Flow

Master Data Setup Flow — 6 phases from Location & Equipment to Maintenance Planning

2) Hierarchy Structure

PM Master Data Hierarchy — parent-child relationships across 6 phases

3) ER Diagram

PM ER Diagram — cardinality relationships between all master data objects

4) Master Process

PhaseObjectIntegrationPrerequisiteTr-CdDescriptionPractical ExamplesRole
1 Location & Equipment ManagementFunctional Location--IL01/IL02/IL03Define equipment installation locations hierarchically: plant → building → line → process“JP01-B01-L01-P01” (Tokyo Plant - Building 1 - Line 1 - Process 1)PM Administrator
EquipmentFI-AAFunctional LocationIE01/IE02/IE03Register individual assets to be maintained; set equipment category, manufacturer, and modelEquipment category M (Mechanical), manufacturer “ABB”, model “IRB6700”PM Administrator
2 ClassificationClass--CL01/CL02/CL03Define classification schema for equipment; use class type 002 (Equipment)Class “PUMP_TYPE” (pump classification), type 002PM Administrator
Characteristic-ClassCT04Define characteristic items for classification; set data type and value rangeCharacteristic “MAX_PRESSURE” (maximum pressure), numeric, 0-100 MPaPM Administrator
3 Measurement ManagementMeasuring Point-EquipmentIK01/IK02/IK03Define measurement points on equipment; set counter/gauge type and unitCounter “Operating Hours” (unit: h), gauge “Vibration” (unit: mm/s)PM Administrator
4 Work Center & Task ManagementWork CenterCO-CR01/CR02/CR03Define work locations and resources for maintenance; set cost center and activity typeWork center “MAINT-01” (Maintenance Dept), cost center “CC-PM01”PM Administrator
Task List-Work CenterIA01/IA02/IA03Define standard maintenance work procedures; usage “4” = Maintenance Task List“Monthly Inspection Procedure”: visual check → vibration measurement → lubrication → recordPM Administrator
PRT-EquipmentIA06/IA07/IA08Register tools and jigs used in maintenance work; set PRT category“Vibration Meter VM-001”, “Torque Wrench TW-050”PM Administrator
5 Material & Vendor ManagementMaterial MasterMM-MM01/MM02/MM03Register spare parts and materials for maintenance; use ERSA material typeERSA type: “Bearing 6205”, “V-Belt A-68”MM Administrator
Vendor MasterMM/FI-XK01/XK02/XK03Register external maintenance contractors and parts suppliers; integrated with BP in S/4HANAContractor “ABC Maintenance Services”, supplier “XYZ Industries”MM Administrator
BOM-Material Master / EquipmentIB01/IB02/IB03Define component parts for equipment; usage “3” = Maintenance BOMPump BOM: bearings ×2, mechanical seal ×1, O-ring ×4PM Administrator
6 Maintenance PlanningMaintenance Item-Task ListIP11/IP12/IP13Define target items for a maintenance plan and link to task listsAssign task list “Monthly Inspection Procedure” to “Pump Monthly Inspection” itemPM Administrator
Maintenance Plan-Maintenance Item / EquipmentIP01/IP02/IP03Define periodic maintenance schedule; set cycle and call objectTime-based: 30-day cycle, call object = maintenance orderPM Administrator

L1) Big Picture

IDCategoryTitle
pm-001OverviewWhat is SAP PM?

L2-A) Master Data

IDCategoryTitle
pm-a01OverviewSAP PM Master Data: Overview, Hierarchy & Relationships 📍
pm-a02-01Master DataSAP PM Functional Location
pm-a02-02Master DataSAP PM Equipment
pm-a03-01Master DataSAP PM Class
pm-a03-02Master DataSAP PM Characteristic
pm-a04-01Master DataSAP PM Measuring Point
pm-a05-01Master DataSAP PM Work Center
pm-a06-01Master DataSAP PM Material Master
pm-a05-02Master DataSAP PM Task List
pm-a05-03Master DataSAP PM Production Resource Tool
pm-a06-03Master DataSAP PM Maintenance BOM
pm-a07-01Master DataSAP PM Maintenance Item
pm-a07-02Master DataSAP PM Maintenance Plan

L2-B) Transaction

IDCategoryTitle
pm-b01OverviewSAP PM Transactions: Process Flow, Hierarchy & Relationships