Lesson 3 of 5
Counters and performance-based plans
9 min
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Time is a poor proxy for wear on a machine that runs three shifts one month and one shift the next. Performance-based maintenance ties the work to usage instead: operating hours, kilometers, cycles, liters. Contoso's winding machines wear with use, so the spindle overhaul is due every 2,000 operating hours, not every few months.
Measuring points, counters and readings
Usage is recorded on a measuring point attached to the technical object. A measuring point flagged as a counter only goes up (or rolls over), like an hour meter. Each reading is saved as a measurement document. In SAP GUI, measuring points are created with IK01 and readings entered with IK11; technicians can also record readings in the Perform Maintenance Jobs app. Contoso's winding machine 10000451 has counter OPHRS (operating hours) with an annual estimate of 6,000 hours.
- CounterOPHRS on winding machine 10000451; annual estimate 6,000 h
- ReadingMeasurement document every Friday from the machine's hour meter
- ProjectionSAP projects the date the next 2,000 h will be reached
- CallWithin the call horizon, scheduling creates the overhaul order
- CompletionCounter reading at completion becomes the base for the next cycle
How SAP turns usage into a date
Orders still need dates, so SAP converts usage into a planned date using the counter's rate. Before readings exist, it uses the annual estimate: 6,000 hours a year is about 16.4 hours a day, so 2,000 hours is roughly 122 days away. As real readings arrive, SAP recalculates from the actual usage. If the machine runs harder than estimated, the planned date moves earlier; if it stands idle, the date moves later. That is the point of performance-based maintenance, and also its weakness: without regular readings, SAP keeps projecting from stale data.
| Week | Reading (h) | Hours since last overhaul | Projected due |
|---|---|---|---|
| Start | 14,000 | 0 | About 122 days out, from the annual estimate |
| Week 4 | 14,520 | 520 | Earlier: the machine runs above the estimate |
| Week 8 | 14,980 | 980 | About the same: usage close to estimate |
| Week 12 (no reading for 3 weeks) | 15,050 | 1,050 | Later than reality: the stale data understates usage |
SAP's documentation recommends always setting a call horizon for performance-based plans, so the order is created with enough lead time to order parts. One rule to remember: a counter reading cannot be lower than the previous one unless the counter is replaced or rolls over, so a mistyped reading is not just wrong data, it can block later readings until it is corrected.
Combining time and usage
Some objects need both: a forklift every 250 operating hours or every 6 months, whichever comes first. That is a multiple counter plan, built from a cycle set that combines time and counter cycles with a link type ("or" means whichever comes first, "and" means both). SAP's documentation notes you cannot set a call horizon on a multiple counter plan; a preliminary buffer creates the order a set number of days before its start instead.
What would you do?
Testing in CMQ shows the winding machine's overhaul order was created two months late. The machine ran three shifts, but the last measurement document was entered eight weeks ago. What is the real fix?
Where do the readings come from? At Contoso, the line 1 winding machines show operating hours on their control panels, and the shift lead records them every Friday. A future initiative may feed readings automatically from the machine controls, but the conversion keeps the manual process. Whichever way readings arrive, the test is the same: a reading must reach the right measuring point, with the right date and time, and move the plan as expected.
- Performance-based plans use counter readings recorded as measurement documents on measuring points.
- SAP projects due dates from the annual estimate first, then from real readings.
- Always set a call horizon on performance-based plans; multiple counter plans use a preliminary buffer instead.
- Without regular readings, performance-based plans fall silently behind.
Check your understanding · not graded
Lesson check
1. Which transaction records a counter reading as a measurement document?
2. Before any readings exist, how does SAP project the due date of a counter-based package?
3. A forklift is due every 250 hours or 6 months, whichever comes first. Which plan fits?
4. What is the main risk with performance-based plans?