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SAP PM Catalog and Code Group Design Worksheet

Failure data is only useful if the codes were well chosen before anyone started using them. This worksheet helps you draft the code groups and codes for each equipment class, with a way to see which failure modes matter most.

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Catalog type	Applies to equipment class	Code group	Code	Code text (max 40 characters)	Expected events per year	Typical repair (hours)	Typical cost per event	Annual cost exposure	Annual repair hours
								$0	0 hrs
								$2,700	24 hrs
								$2,400	18 hrs
								$0	0 hrs
								$0	0 hrs
								$2,700	24 hrs

Total annual cost exposure

$7,800

Total annual repair hours

66 hrs

Catalogs are maintained with code groups (QS41) and codes (QS51 style maintenance), then combined into catalog profiles assigned to equipment or functional location types. Keep text within the 40-character code text limit and confirm transaction names in your release.

Test codes on your history

Optional: we map your past notification text to a draft code list and show how many fall into each code.

Optional. The tool and every export work without this. No spam.

How to use the worksheet

Work class by class, starting with the equipment that causes the most downtime. For each, define object parts (what failed), damage (how it showed up), cause (why) and activity (what was done). Give each code group a short name and each code a clear text of up to 40 characters. Add estimated events per year and a cost per event, and the sheet ranks cost exposure. That tells you which codes deserve the most careful definition. Export the list and use it as your configuration load sheet.

Keep 5 to 15 codes per group, more makes operators guess
Make damage codes observable symptoms, not diagnoses
Keep cause codes distinct from damage codes

How catalogs work in SAP PM

Catalog types in plant maintenance include object parts, damage, cause, activities and tasks. Within a type you create code groups, and within a group the codes. A catalog profile then determines which code groups are offered for a given technical object, so a pump operator sees pump codes and not conveyor codes. Codes are chosen on notifications and in order confirmations, so the same list feeds both fault reporting and the maintenance history you analyse later.

Common mistakes

Common faults are a long, generic list shared across all equipment, an Other code that absorbs most records, and cause codes that mirror damage codes. Another is changing the codes after a year of data, which splits the history. Start with a pilot class, review the usage of each code after three months and merge or retire codes with no hits before adding the next class.

Frequently Asked Questions

What catalog types exist in SAP PM?

Standard catalog types include B for object parts, C for damage (problems), 5 for causes, A for activities and 2 for tasks. Plants can define others, so check your configuration.

How many codes should a group have?

Keep it short enough that a user can scan it quickly, often under 15. If a group needs more, split it by equipment class or by failure area.

Can I change codes later?

You can add codes at any time. Changing the meaning of an existing code corrupts history, so retire it and create a new one instead of reusing the number.

What is a catalog profile?

It is a configuration object that decides which code groups are offered on a notification for an object, and is assigned in the technical object or notification type settings.

If you already have years of free-text notifications, Netray can classify them against a draft code list on your own servers, read-only, so you can test the codes before configuring them.

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