Learn how to define and manage permits in plant maintenance in SAP S/4HANA to ensure compliance with safety, environmental, and operational regulations.
Certain regulations or conditions must be considered when using some technical objects or performing maintenance work on them. You can define such regulations for technical objects as permits, and these permits must be granted for the orders during maintenance processing. Important permits in plant maintenance in SAP S/4HANA include the following:
- Fire permits
- Notifications of environmental protection
- Welding permits
- Drivers’ licenses
- Fire protection permits
- Vat access permits
- Activation authorizations
- Technical inspection certificates
- Explosion protection zones
Permits are used in the following locations:
- Equipment and serial numbers
- Functional locations
- Orders
To define permits, use Transaction IPMD and then assign equipment (for example) via Goto > Permits (see the figure below).
When you assign permits for technical objects, you also define whether an order is to be placed, must be placed, or must not be placed when an order is released (in the OR column) or when an order is technically complete (in the OC column).
Furthermore, you can define whether the relevant approval is to be printed on the order paper (in the Print column) and whether the permit is to be transferred to the processing data (e.g., for an order or notification in the Proposal column).
The Customizing functions available to you for use with permits are described next.
Define Permit Categories
You use this Customizing function to define permit categories, and you can use the permit category to group permits together. To facilitate this, you must assign each permit to a permit category, but the permit categories aren’t used for controlling. Rather, they are used only for grouping and selection purposes.
Prerequisites
There are no specific prerequisites.
Customizing Path
Plant Maintenance and Customer Service > Master Data in Plant Maintenance and Customer Service > Basic Settings > Permits > Define Permit Categories Settings
Settings
Define the categories according to their individual requirements; see below.
Editor’s note: This post has been adapted from a section of the book Configuring Plant Maintenance in SAP S/4HANA by Karl Liebstückel.
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