SAP PM (ETM - Equipment and Tools Management)

ETM - Equipment and Tools Management PDF download from SAP Help Portal: http://help.sap.com/saphelp_erp60_sp/helpdata/en/26/f40736adb6cd0fe10000009b38f839/content.htm Created on January 25, 2016

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Table of content

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Table of content 1 ETM - Equipment and Tools Management 1.1 Master Data 1.1.1 ETM Catalog 1.1.1.1 Creating a Catalog 1.1.1.2 Importing the Construction Equipment Catalog (to 4.6C1 Inclusive 1.1.1.3 Importing Catalogs (from Release 4.6C2 Inclusive) 1.1.1.4 Displaying the Catalog Structure (to Release 4.6C1 Inclusive) 1.1.1.5 Displaying the Catalog Structure (from Release 4.6C2 Inclusive) 1.1.1.6 Creating an Entry in a Catalog 1.1.1.7 Changing and Displaying a Catalog Entry 1.1.1.8 Creating a Material Assignment to the Catalog 1.1.1.9 Changing, Displaying and Deleting a Material Assignment 1.1.2 ETM Bill of Material (BOM) 1.1.2.1 Creating a BOM 1.1.2.2 Changing and Displaying a BOM 1.1.2.3 Displaying the BOM (from Release 4.6C2 Inclusive) 1.1.2.4 Interpolation 1.1.3 ETM Equipment 1.1.3.1 Creating Equipment 1.1.3.2 Changing and Displaying Equipment 1.1.3.3 Flagging Equipment for Deletion 1.1.3.4 Equipment Activation and Deactivation 1.1.3.4.1 Activating and Deactivating Equipment 1.1.3.5 Assigning Equipment to an Asset 1.1.3.6 Insurance Data 1.1.3.6.1 Creating, Changing and Displaying Insurance Data 1.1.3.7 Package 1.1.3.7.1 Shipping Package 1.1.3.7.1.1 Creating a Shipping Package 1.1.3.7.1.2 Changing, Displaying and Deleting a Shipping Package 1.1.3.7.2 Settlement Package 1.1.3.7.2.1 Creating a Settlement Package 1.1.3.7.2.2 Changing, Displaying and Deleting a Settlement Package 1.1.3.8 Price Information 1.1.3.8.1 Displaying Price Information for the Equipment 1.1.3.8.2 Displaying Price Information for the Location 1.1.4 Owner/Administrator 1.1.4.1 Owner/Administrator Relationship 1.1.4.2 Creating an Owner/Administrator 1.1.4.3 Changing and Displaying an Owner/Administrator 1.1.5 Recipient 1.1.5.1 Creating a Recipient 1.1.5.2 Changing and Displaying a Recipient 1.2 Basic Functions 1.2.1 ETM Planning 1.2.1.1 Requisition Note 1.2.1.1.1 Creating a Requisition Note 1.2.1.1.2 Changing, Displaying and Deleting a Requisition Note 1.2.1.2 Requirements Overview 1.2.1.2.1 Changing and Displaying the Requirements Overview 1.2.1.2.2 Graphical Planning Board 1.2.1.2.3 Editing and Displaying the Graphical Planning Board 1.2.1.2.4 Creating Shipping Documents from the Planning Board 1.2.1.2.5 Creating Requirements from the Planning Board 1.2.1.3 Deadline Logic 1.2.1.3.1 Deadline Logic (Indicator) 1.2.1.3.2 Release Notification Limit for Unrestricted Usage 1.2.1.3.3 Minimum Usage Period for Restricted Usage 1.2.1.3.4 Surcharge for Unrestricted Usage 1.2.2 Document Entry

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1.2.2.1 ETM Document Entry - Terminology 1.2.2.2 Integration with SAP Standard SD 1.2.2.3 Shipping Document 1.2.2.3.1 Creating a Shipping Document 1.2.2.3.2 Changing, Displaying and Canceling a Shipping Document 1.2.2.3.3 Creating a Shipping Document by Copying from a Template 1.2.2.3.4 Parking and Releasing a Shipping Document 1.2.2.3.5 Creating a Shipping Document from Confirmed Requirements 1.2.2.3.6 Listing Shipping Documents 1.2.2.3.7 BAPIs for Maintaining ETM Shipping Documents 1.2.2.3.8 Clearing a Usage Site 1.2.2.3.9 Shipping of Materials 1.2.2.3.10 Inventory Management 1.2.2.3.11 Intermediate Recipient 1.2.2.4 Performance-Based Equipment Documents 1.2.2.4.1 Entering a PBE Document 1.2.2.4.2 Displaying a PBE Document 1.2.3 Calendar Maintenance 1.2.3.1 Settlement Calendar 1.2.3.1.1 Creating a Settlement Calendar 1.2.3.1.2 Releasing Records from the Settlement Calendar 1.2.3.1.3 Entry List 1.2.3.2 Filler Calendar for PBE 1.2.3.2.1 Creating a Filler Calendar for Performance-Based Equipment 1.2.4 ETM Settlement 1.2.4.1 Stock Control 1.2.4.1.1 Performing a Stock Control 1.2.4.2 Location Setup 1.2.4.2.1 Executing a Location Setup 1.2.4.3 Completion of PBE Documents 1.2.4.3.1 Filling PBE Documents 1.2.4.3.1.1 Example 1 (With Shipping Document) 1.2.4.3.1.2 Example 2 (Without Shipping Document) 1.2.4.3.1.3 Example 3 1.2.4.3.1.4 Example 4 (Special Case) 1.2.4.3.1.5 Example 5 1.2.4.3.1.6 Example 6 1.2.4.3.1.7 Example 7 (Retirement) 1.2.4.3.1.8 Example 8 (Retirement Date Not Set in Recipient 100050) 1.2.4.3.1.9 Example 9 (Acquisition Date Not Set in Recipient 100004) 1.2.4.4 SD Order Generation 1.2.4.4.1 Settlement of Activity and Delivery 1.2.4.4.1.1 Settlement of Time-Based Equipment 1.2.4.4.1.2 Settlement of Performance-Based Equipment 1.2.4.4.1.3 Settlement of PBE as TBE 1.2.4.4.1.4 Settlement of a Settlement Package 1.2.4.4.1.5 Settlement for Multipart Equipment 1.2.4.4.1.6 Settlement of Materials 1.2.4.4.2 Settlement Across Different Company Codes 1.2.4.4.2.1 Example: Settlement Across Different Company Codes Using EDI 1.2.4.4.3 Recipient Data Check 1.2.4.4.3.1 Checking a Recipient 1.2.4.4.4 Generating SD Orders 1.2.4.4.5 ETM Test Settlement Run 1.2.4.4.6 Changing and Displaying SD Orders 1.2.4.4.7 Displaying the Settlement Run Log (to Release 4.6C1 Inclusive) 1.2.4.4.8 Displaying the Settlement Run Log (from Release 4.6C2 Inclusive) 1.2.4.4.9 Input Postprocessing 1.2.4.4.10 SD Order Check 1.2.4.4.10.1 Checking SD Orders 1.2.4.5 Settlement List 1.2.5 ETM Inventory

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1.2.5.1 Editing the Stock List 1.2.5.2 Determining Quantity 1.2.5.3 Initial Entry of Inventory Data 1.2.5.3.1 Entering Stock 1.2.5.3.2 Changing Stock 1.2.5.3.3 Displaying Stock 1.2.5.4 Checking Stock Data 1.2.5.5 Displaying Counted Stock Without Equipment Number 1.2.5.6 Displaying Counted Stock With Equipment Number 1.2.5.7 Generate Stock Differences 1.2.5.8 Values for Stock Differences 1.2.5.9 Reset Generated Stock Differences 1.2.5.10 Write Off Differences for Multipart Equipment 1.2.6 Archiving of ETM Data 1.2.7 Business Add-Ins (BAdIs) for ETM

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1 ETM - Equipment and Tools Management

Purpose Equipment and Tools Management (ETM) deals with issues that secure an optimal process flow in enterprise areas of (construction) companies or equipment rental companies, and so on, in aspects such as planning, processing, settlement and evaluation of resources (materials and equipment).

Integration If you want to use ETM, you must have the application components Sales and Distribution (SD), Plant Maintenance (PM), Financial Accounting (FI) and Controlling (CO). To make full use of the integrative nature of the SAP R/3 System, it is also advisable to use the application components Asset Accounting (AA) and Project System (PS).

Features Representation of various catalogs containing equipment, machinery, tools, accessories and attachments and so on Catalog BOMs (bills of material) Shipping and settlement packages Relationships between owners and administrators of equipment Shipping and performance-based equipment (PBE) documents Settlement calendar Filler calendar for PBE Time-based or performance-based settlement Inventory management Equipment planning Evaluations and reporting functions (settlement lists, statements of usage, stock lists for construction sites and so on)

Note The following documentation uses almost always the term “Equipment and Tools Management” or the abbreviation “ETM”. However, note that the previous term “Construction Equipment Management” (CEM), which was valid to Release 4.6C2, may still appear in this documentation. Futhermore, as of SAP ECC DIMP 5.0, the character J, which was previously used in ETM tables and programs, has been replaced by the character 4. For more information, see SAP Note 731876.

1.1 Master Data ETM Catalog ETM Bill of Material ETM Equipment Owner/Administrator Recipient

1.1.1 ETM Catalog Definition An ETM catalog is a structured, hierarchical list of different types of machinery (for example, equipment, machines and vehicles) and is based on the SAP standard Classification System. Every ETM catalog is assigned to a Class within a Class Type . This means that all the numbers in the catalog are also assigned to this class or class type. The characteristics used in characteristic value assignment are assigned to the class.

Use Before you can reference to an ETM catalog, it must have been defined in Customizing for ETM. ETM catalogs can be specific to a company, region or country and form the basis for pricing in settlement accounting. By assigning bills of material (BOMs) to equipment, you can link to the ETM catalog, and therefore also to catalog valuation.

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There are the following hierarchy levels in the “Baugeräteliste 1991” or “BGL 91” (German equipment rental compilation or construction equipment specifications list): Structure 2

Main equipment group

Lifting appliances and transportation equipment

21

Equipment sub-group

Cranes and attachments

2176

Equipment category

Diesel-hydraulic driven two-engine rubber-mounted cranes with steel-latticed boom

2176-0165

Equipment type

Diesel-hydraulic driven two-engine rubber-mounted cranes with steel-latticed boom, maximum load

2176-0154- 01

Attachments

Booms for cranes etc.

2176-0154-C1

Extras

Non-interchangeable equipment items such as diesel

moment 165tm

or gasoline engines

Data Transfer Every catalog has to be purchased from the appropriate publisher as a compact disc (CD) or as discs. ETM has a batch-input session.

Recommendation We recommend that equipment be entered in separate lots according to main group. In this way, you can check and control the data transfer more easily. You can use the Procedure for the Construction Equipment Catalog when you import data from the list of construction accessories, material and tools (for example, the construction equipment list or “Bauaustattungsliste (BAL)” in Germany).

Note ETM catalogs are client-dependent. This means that you can import a different catalog into each different client in the same system. If you want to use the same catalog in more than one client, you have to define in which logical system the original catalog is stored. You can do this under Creating a Catalog .

Integration Catalog entries can be entered in ETM BOMs . They then form the valuation basis for settlement accounting. New catalog entries can also be interpolated directly in the catalog.

1.1.1.1 Creating a Catalog Prerequisites If the catalog records are valuated or should have values and you want to use dependencies and interpolate, the classes, class types, characteristics, and dependencies to be used must be created in Customizing or in the Application Menu under Logistics Central Functions Classification System . For more information, see the Implementation Guide for ETM under Logistics - General Equipment and Tools Management (ETM) Master Data Catalogs Prerequisites for Catalogs . You must have a comprehensive knowledge of the classification system if you want to create catalogs that do not reference to existing classes and class types.

Procedure Create the catalogs in Customizing for ETM . 1. 2. 3. 4. 5. 6. 7. 8.

Choose Equipment and Tools Management (ETM) Master Data Catalogs Define Catalog Code. Execute this Customizing activity. Read the system documentation. Select the catalog that you want to copy. Choose Edit Copy as... Enter the target catalog and make your changes. Choose Enter , save your entries and choose Back . In Customizing for Equipment and Tools Management (ETM), choose ETM - Master Data Catalogs Catalog Costing and execute the Define Formula Parameters for Costing and Maintain Formula Definitions for Costing Customizing activities. Read the system documentation. Save your entries. Return to the application menu and add new entries to the catalog (see: Creating an Entry in a Catalog ). Save your entries.

Result You have created a new catalog.

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Example of a New Catalog Catalog

BGLXY

Catalog description

Test catalog

Publisher of catalog

Test

Edition year

1991

Class type

600

Class

SAPJ_3GBGL91

Template

NNNN-NNNN-XX

Hierarchy levels

1

Technical size/statistics

4

2

3

4

5

Hierarchy level for catalog 2 group 1 Hierarchy level for catalog 3 group 2 Percent

20,00

Only catalog values Lock against catalog maintenance Catalog use

S

Index series Logical system

1.1.1.2 Importing the Construction Equipment Catalog (to 4.6C1 Inclusive) Prerequisites For each main equipment group, a standard text processing program should provide a text file with catalog texts and a text file with catalog values, for example, KAT1.TXT - KAT9.TXT .

Procedure 1. Choose Tools ABAP Workbench Development ABAP Editor from the R/3 initial screen. The ABAP Editor: Initial Screen appears. 2. Enter program /SAPCEM/BI (equipment values) in the Program field. 3. Execute this program. Enter the catalog and the file path where the data to be imported can be found, for example, c:\BGL\ on the Batch Input for Catalogs screen. You can also enter a file type.

Note If you want to update the descriptions that are already in the system or import texts in a further language, set the Only read texts indicator. The catalog values remain unchanged when this indicator is set. 4. Choose Execute. 5. Repeat this procedure for program /SAPCEM/TEXT (equipment texts).

Result After these programs have been imported, the Catalog Structure is available with all its values and texts.

1.1.1.3 Importing Catalogs (from Release 4.6C2 Inclusive) Prerequisites To directly input a catalog a catalog must be defined in the IMG activity Define catalog code . Catalogs with value assignment characteristics must exist in the catalog class with the associated characteristics and the class or class type must be entered in the above-mentioned Customizing activity. The data can be provided by a suitable tool such as EXCEL (for example, in the case of your own catalogs) or by a data preparation program (report /SAPCEM/INPUT_BGL91 for data from BGL91, report /SAPCEM/INPUT_BAL90 for data from BAL90). A file must exist for data transfer and it must have the following attributes: The data is saved in ASCII format and separated by the tabulator in a record (*.txt).

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The data is saved in ASCII format and separated by the tabulator in a record (*.txt). There are three data types in a data record: #1 Catalog data #2 Text data #3 Characteristic data You must specify data type #1, the others are optional. Within the data type structures the optional data is highlighted Data type #1: One entry exists per data record with the following structure #1 Structure / catalog number Interpolation indicator (empty = interpolation, ‘X’ = no interpolation) Data type #2: Any number of entries with the following structure can exist per data record #2 Language indicator (for example D for German, E for English) Catalog text BOM text , only for ETM BOM catalogs In the case of the catalog text this is the descriptive text assigned to the number in the catalog in the catalog structure display In the case of BOM text this is an abbreviated number-in-catalog description that is visible from within the BOM For the actual catalog structure only the catalog text has to be defined It is not necessary to define a catalog structure for a catalog, however it helps for clarity When converting BGL91 the catalog text for catalog entries is either copied from the provided text file or, if not available, from the BOM text In the case of your own ETM BOM catalog you should define catalog entries, catalog text, and BOM text. Entry of a text after the language indicator is viewed as catalog text, subsequent text entry is BOM text. Data type #3: Any number of entries with the following structure can exist per data record #3 Characteristic name Characteristic value

Procedure 1. Choose Tools ABAP Workbench Development ABAP Editor from the R/3 initial screen. The ABAP Editor: Initial Screen appears. 2. In the Program field enter /SAPCEM/INPUT_BAL90 , /SAPCEM/INPUT_BGL91 or /SAPCEM/CATALOGUE_INPUT . 3. Execute the program. The Copy Data from Catalog Input screen appears. 4. Enter the catalog code and the file path on which the data for import is held. Choose an activity mode or copy type ( I = Insert, M = Modify ).

Note If you set the Test run indicator, the system performs a data test and returns data errors or data information if successful. If you do not set this indicator the data is updated. 5. Choose Execute.

Result After importing the program(s) the catalog structure is available in the system.

1.1.1.4 Displaying the Catalog Structure (to Release 4.6C1 Inclusive) Prerequisites At least one ETM Catalog must exist.

Procedure 1. 2. 3. 4.

On the initial screen choose Logistics Equipment and Tools Management Master Data Catalogs Catalog Structure (Old). Enter a catalog code in the Catalog field. Choose Execute to display the complete catalog structure. You can display additional information for an entry by double-clicking on it. Choose Value assignment to display the characteristic assignment.

1.1.1.5 Displaying the Catalog Structure (from Release 4.6C2 Inclusive) Prerequisites At least one ETM Catalog must exist.

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Procedure 1. On the initial screen choose Logistics Equipment and Tools Management Master Data Catalogs Catalog Structure (New). The Catalog Structure Display with Values and Usage screen appears. 2. Enter the catalog code or choose one from the list. 3. Choose Enter . 4. The catalog appears on the left in a tree structure. 5. Navigate through the structure to the desired node. You can use the functions Expand all and Collapse all . Using the function Detail view you can branch to the master data of the catalog record. In an equipment group if you want to branch to the next higher level in the hierarchy choose Previous hierarchy level . 6. On the top right you can see the existing characteristic value. 7. On the bottom right you can see whether the equipment item is used in another BOM. 8. In this transaction you can change the catalog or number in the catalog.

1.1.1.6 Creating an Entry in a Catalog Prerequisites At least one ETM Catalog must exist. Before you can create an entry (number) in the catalog, you must know the following: The ETM catalog in which you want to create the number whether this number already exists in the catalog

Procedure 1. On the initial screen choose Logistics Equipment and Tools Management Master Data Catalogs Number in Catalog Create . The Create Number in Catalog: Initial Screen appears. 2. Enter a catalog code in the Catalog field. 3. Enter the number you want to create in accordance with the template. 4. Choose Enter . 5. Enter a catalog text (the text that you want to appear when the catalog structure is displayed) or a BOM text (text that you want to appear when the BOM is displayed).

Note You have to set the No interpolation indicator if either more than one technical size is required to classify the equipment correctly or when you are defining special equipment or equipment items. For more information, see Interpolation . If you create a catalog structure and non-valuated equipment you can enter a catalog text but not a BOM text. The indicator No interpolation and the function Valuation do not appear (depending on the Customizing settings under Equipment and Tools Management (ETM) Master Data Catalogs Define Catalog Code Only ctlg value and Ctlg maint. blk ). 6. Choose Value assignment . You can now make the entries you require on the Create Catalog Entries: Characteristic Value Assignment screen.

Note The values you enter here form the basis for pricing in ETM Settlement . 7. Choose Back and save your entry.

Catalog BGL2001 (Number in catalog, for example A.5.10.0410) Characteristic description

Value

Working life (in years)

7 years

Average value when new

7.150,00 €

Overall commissioning time in months (lower value)

55 months

Depreciation and interest (lower value as a percentage)

2,2 %

Depreciation and interest (lower value as an amount)

157,00 €

Overall commissioning time in months (upper value)

50 months

Depreciation and interest (upper value as a percentage)

2,5 %

Depreciation and interest (upper value as an amount)

179,00 €

Repair (as a percentage)

1,4 %

Repair (as an amount)

100,00 €

Weight

1,200 kg

Depreciation and interest (average)

168,00 €

1.1.1.7 Changing and Displaying a Catalog Entry PUBLIC © 2014 SAP SE or an SAP affiliate company. All rights reserved.

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Procedure Changing a Catalog Entry 1. On the initial screen choose Logistics Equipment and Tools Management Master Data The Change Number in Catalog: Initial Screen appears. 2. Enter the catalog code and the catalog number that you want to change. 3. Choose Execute. 4. Make your changes. 5. Choose Value assignment . A dialog box appears. Choose Yes if you want to change the existing catalog values.

Catalogs

Catalog Number

Change

.

Note If you want to change a catalog structure or non-valuated equipment you can change the catalog text but not the BOM text. The indicator No interpolation and the function Valuation do not appear (depending on the Customizing settings under Equipment and Tools Management (ETM) Master Data Catalogs Define Catalog Code Only ctlg value and Ctlg maint. blk ). 6. You can change the mode using Display Change . 7. Choose Back to exit the change screen and save your entry.

Displaying a Catalog Entry 1. 2. 3. 4.

On the initial screen choose Logistics Equipment and Tools Management The Display Number in Catalog: Initial Screen appears. Enter the catalog code and the catalog number that you want to display. Double-click on the entry that you want to display and choose Continue .

Master Data

Catalogs

Number in Catalog

Display

.

1.1.1.8 Creating a Material Assignment to the Catalog Use You use a material assignment if you want value assignment for materials to take place using ETM Catalogs .

Prerequisites The ETM catalog must exist in Customizing for ETM. The materials must have been created.

Procedure 1. On the initial screen choose Logistics Equipment and Tools Management Master Data Catalogs Bill of Material Create . The Create Material Assignment: Initial Screen appears. 2. Enter a material. Choose Overview if you want to display a list of materials with or without a catalog assignment. You can branch to the material master record by double-clicking on the appropriate material. 3. Enter the material number and the appropriate catalog. You can only enter materials with a material type that has been defined as allowed and entered in Customizing for ETM. 4. Choose Enter . 5. Enter the number in the catalog that you would like to assign the material to. 6. Save your entry. A message confirming that the assignment has been created successfully appears at the bottom of the screen.

1.1.1.9 Changing, Displaying and Deleting a Material Assignment Procedure Changing a Material Assignment 1. On the initial screen choose Logistics Equipment and Tools Management Master Data The Change Material Assignment: Initial Screen appears. 2. Enter the material that you want to change the assignment for and choose Enter. 3. Save your entries.

Catalogs

Material Assignment

Change

.

Catalogs

Material Assignment

Display

.

Displaying a Material Assignment 1. On the initial screen choose Logistics Equipment and Tools Management The Display Material Assignment: Initial Screen appears.

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Master Data

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2. Enter a material and choose Enter .

Deleting a Material Assignment 1. On the initial screen choose Logistics Equipment and Tools Management Master Data Catalogs The Delete Material Assignment: Initial Screen appears. 2. Enter the material that you want to delete the assignment for. 3. Choose Enter . 4. Choose Delete and then Yes in the confirmation prompt. A message confirming that the assignment has been deleted appears at the bottom of the screen.

Material Assignment

Delete

.

1.1.2 ETM Bill of Material (BOM) Definition An ETM bill of material (BOM) is a list of parts (for example, machines, equipment, interchangeable items and attachments) that, together with a description and quantity, forms the ETM Equipment . The parts are referred to as items. Each item has a value. The cumulated values of the items form the equipment valuation (value assignment for the equipment).

Use Any amount of ETM BOMs can be assigned to a piece of ETM equipment. However, there can only ever be one active ETM BOM per ETM Catalog . The value assignment for the active BOM is the total of all the individual BOM items and forms the basis for ETM Settlement . ETM BOMs are time-dependent. In other words, you can trace which BOM was active with which value when the settlement run took place.

Structure

1.1.2.1 Creating a BOM Prerequisites You must know the following before you can create an ETM BOM: for which equipment master record you want to create the BOM and whether this equipment master record already exists. for which ETM Catalog you want to create the BOM. as of when you want the ETM BOM to be valid.

Procedure 1. 2. 3. 4. 5. 6.

On the initial screen choose Logistics Equipment and Tools Management Master Data Catalogs Bill of Material Create . The Create ETM BOM: Initial Screen appears. Enter an equipment number and the appropriate catalog and choose the number in the catalog from the catalog structure. You can display the catalog entry by double clicking on it. Select the entry and choose Choose entry to copy the catalog entry to the entry screen. Enter the date as of which you want the BOM to be valid in the Valid from field. The date cannot be before the date in the EquiSgmnts from field.

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Note The catalog number that you have chosen is automatically copied as the first item in the BOM. 7. Enter all the additional items that you want the equipment to consist of. 8. If a catalog number does not exist, a dialog box will appear and you will have to decide whether you would like to add this number to the catalog or whether you want to interpolate . How the system reacts depends on the Customizing settings for the indicators Only ctlg value and Ctlg maint. blk in ETM Master Data Catalogs Define Catalog Code . Choose No ( Interpolation ) if you want this number to be interpolated for this BOM only. If interpolation is not possible you must perform manual classification. Choose Yes if you want to add this number to the catalog. You branch to transaction J3GK01 (Create Number in Catalog). 9. Enter a structure text and a BOM text and select No interpolation if the equipment has more than one technical size or when you are dealing with a special piece of equipment. 10. Choose Value assignment to branch to a view for entering characteristic value assignments. 11. Enter the appropriate values. 12. Choose Back and save your entries. 13. Choose Execute. The system writes a default value into the fields for the quantity and the description/short text. If necessary, you can change these values. 14. Choose Save and activate . If an active ETM BOM already exists, a dialog box appears. If you wish, you can then deactivate the active BOM. If you save (without activating), this dialog box does not appear.

Caution You cannot activate BOMs with items or a Valid from date in the future.

1.1.2.2 Changing and Displaying a BOM Prerequisites You can only change BOM items for which the Valid to date lies in the future. You can change quantities and short descriptions, and you can add and delete items. You can change the value assignment of existing items.

Procedure Changing a BOM 1. On the initial screen choose Logistics Equipment and Tools Management Master Data Catalogs Bill of Material Change . 2. The Change ETM BOM: Initial Screen appears. 3. Enter at least the Equipment number and the appropriate ETM catalog , and choose Overview . A screen displaying an overview of all ETM BOMs that exist for this equipment appears. 4. Choose Execute. 5. You can choose an entry by double-clicking on it. 6. Choose Execute. 7. If you want to add an item, place the cursor in the next available item line. If you want to delete an item, select it and choose Delete . In an ETM BOM an item can already be completed (depending on the settings completed items have a different color). This means that you can display this item but you can no longer make any changes to it. 8. Choose either Save or Save and Activate .

Displaying a BOM 1. On the initial screen choose Logistics Equipment and Tools Management Master Data Catalogs Bill of Material Display . 2. The Display ETM BOM: Initial Screen appears. 3. Enter the Equipment number and the appropriate ETM catalog , and choose Active BOM to display the ETM BOM that is currently active. If you just enter an equipment number (and do not enter a catalog), and choose Active BOM , a dialog box appears, if more than one ETM catalog exists. Choose the appropriate ETM catalog by double-clicking on it. 4. If you want to display the value assignment for a specific item, select this item and choose Value assignment for item. 5. If you want to display the value assignment for the active equipment BOM, choose Value assignment – active BOM for equipment . 6. If you want to display the value assignment for the ETM BOM item that is currently displayed, choose Value assignment - BOM for equi. currently displayed .

Caution The values assigned to the active BOM for the equipment may be the same as the values assigned to the equipment BOM that is currently displayed . This is the case when the BOM that is currently being displayed is the active BOM.

Caution If you choose a BOM using the Overview function, you can enter a date in the Items from field to display the items that are contained in the BOM on this key date. On the initial screen if you choose Active BOM you branch to the BOM display ( Displaying a BOM ). The selection fields Equipment , Catalog , Number in catalog , Number , Key date cannot be input.

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1.1.2.3 Displaying the BOM (from Release 4.6C2 Inclusive) Procedure If you want to display a BOM proceed as follows: 1. On the initial screen choose Logistics Equipment and Tools Management (ETM) Master Data Catalogs Bill of Material Display or enter transaction /N/SAPCEM/SHOW_BOM. The Bill of Material Display screen appears. 2. On the initial screen enter an equipment number, ETM catalog and the number in the catalog and choose Enter . 3. At the top you see the actual BOM data and the associated item, bottom left you see the total evaluation of the BOM and bottom right the evaluation of the selected item. 4. You have a variety of standard display and sort functions and you can change the BOM within the transaction.

Note You branch to this transaction if you choose the ETM BOM function in the equipment master record.

1.1.2.4 Interpolation Use Interpolation offers you the possibility of referencing to an equipment number in an ETM BOM or in an ETM Catalog when this number does not actually exist, as such, in the ETM catalog. The interpolated catalog values are derived from the catalog items situated above and below the equipment number you wish to interpolate and are used to calculate values for the new items. You have two options as far as interpolation is concerned. One the one hand, you can interpolate when you enter the ETM BOM. This interpolation is then only valid for this one BOM. On the other hand, you can interpolate an entry directly in the ETM catalog. This makes a permanent change to the ETM catalog. You can also use interpolation to change existing catalog values. You can only interpolate if the ETM catalog item that is to be interpolated lies between two existing adjacent equipment sizes (technical statistics). The average value when new, monthly repair costs and monthly depreciation and interest rate can then be determined with sufficient exactness.

Prerequisites The number logic for the numbers in the catalog has to be subject to encoding.

Example of Interpolation Existing catalog number A.1.02.0760 Catalog number

Characteristic

A.1.02.0760

Average value when new € 108.500,00 Monthly depreciation and interest, lower value €2,170.00 Monthly repair costs € 1,410.00

Interpolated catalog number A.1.02.0800 Catalog number

Characteristic

A.1.02.0800

Average value when new € 116,200 Monthly depreciation and interest, lower value €2,320.00 Monthly repair costs € 1,510.00

Existing catalog number A.1.02.0910 Catalog number

Characteristic

A.1.02.0910

Average value when new € 136,500.00 Monthly depreciation and interest, lower value €2,730.00 Monthly repair costs € 1,770.00

Example With Two Interpolations Existing catalog numbers Catalog number

Characteristic

A.1.02.0760

Average value when new € 108.500,00

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A.1.02.0910

Average value when new € 136,500.00

Interpolation 1 for catalog number A.1.02.0800 (Calculation formula: Difference of € 28,000.00 x 40/ 150 + € 108,500.00 = Average value when new of €116,000.00) Catalog number

Characteristic

A.1.02.0760

Average value when new € 108.500,00

A.1.02.0800

Average value when new € 116,000.00

A.1.02.0910

Average value when new € 136,500.00

Interpolation 2 for catalog number A.1.02.0850 (Calculation formula: Difference of € 20,500.00 x 50/ 110 + € 116,000.00 = Average value when new of €150,000.00) Catalog number

Characteristic

A.1.02.0800

Average value when new € 116,000.00

A.1.02.0850

Average value when new € 125,320.00

A.1.02.0910

Average value when new € 136,500.00

Note Interpolation takes place if an equipment lies between two technical sizes. Extrapolation must take place if the technical size of an equipment is max. 20% below the smallest or above the largest technical size. If the variances are larger, you have to manually enter the value.

1.1.3 ETM Equipment Definition ETM equipment encompasses objects such as vehicles, equipment, machinery, scaffolding, shuttering and tools that have to be sent and managed. These objects can belong to all branches of industry.

Example Engineering, construction, aircraft and road traffic objects and so on.

Use Equipment can be classified as Performance-Based Equipment or Time-Based Equipment .

Recommendation Generally speaking, pieces of equipment that are expensive and managed in asset accounting are defined and managed as equipment items. Bulk products and less expensive equipment are defined and managed as multipart equipment. Once defined, you should not try to alter the above-mentioned definitions for equipment since any changes that you make may have a negative effect on ETM Settlement (multipart equipment → equipment item). Create an equipment master record if: you want to add equipment to stock for the first time. you want to manage ETM-specific data for the equipment. You can perform the following activities for equipment: send it directly from a warehouse/storage location to a usage site (construction site). This is referred to as an acquisition . send it from usage site to usage site. change the activity type of the equipment (equipment remains on the same usage site). withdraw the equipment from usage ( retirement ). You may want to do this, for example, if the equipment is sold, if the rental agreement has expired or if the equipment is scrapped. The commissioning time of equipment at one usage site is documented using Shipping and Performance-Based Equipment Documents .

Structure The equipment master record contains several types of data: General data Fixed, time-independent data that tends not to change with time, for example, equipment category or equipment type. ETM-Specific Data Time-dependent data that can change throughout the period of time that the equipment is in use, for example, owner or administrator, the PM order (that acts as cost collector or account assignment object for the equipment). If you want the historical data to be updated, you have to make the appropriate Customizing settings in the SAP Implementation Guide under Plant Maintenance and Customer Service Master Data in Plant Maintenance and Customer Service Technical Objects Equipment Equipment Usage Period Usage History Update and Define History-Related Fields or under Plant Maintenance Equipment and Technical Objects Technical

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Objects Equipment Equipment Usage Period Assignment of ETM BOMs . Assignment of Insurance Data . Assignment of Packages . Assignment to Planning using classification. Storage of master operators (partner roles).

Usage history update and Define history-relevant fields

.

Integration If you want to be able to create equipment, the Owner/Administrator and the Owner/Administrator Relationship must have been defined in Customizing. If the owner and the administrator are the same, you do not need to define a relationship. You can use workflows to minimize the amount of time and effort you have to spend on maintaining equipment master data. For more information, see the documentation in Customizing for ETM under Master Data Workflow Integration FI-AA ETM . For further information on equipment in the standard R/3 System, see Equipment .

1.1.3.1 Creating Equipment Prerequisites Before you can create equipment, you must know the following: whether you are dealing with an equipment item or multipart equipment. whether you are dealing with Performance-Based or Time-Based Equipment . for which document categories the equipment is allowed. whether the equipment has been bought or whether it is being rented. whether the equipment is to be managed centrally or decentrally ( Planning ). whether loading and unloading costs or provision fees are to be charged for the equipment.

Procedure 1. On the initial screen choose Logistics Equipment and Tools Management Master Data Equipment Create. 2. The Create Equipment: Initial Screen appears. 3. If external number assignment has been set in Customizing, enter an equipment number here. If internal number assignment has been set in Customizing, a dummy is used as default in the views that follow. An internal number then replaces this dummy when you save the master record. 4. Enter the date on which you are creating the equipment in the Valid on field. If you want to enter shipping documents and performance-based equipment (PBE) documents for the equipment in retrospect, you must back-date the equipment number accordingly, otherwise you will not be able to enter any documents (see: Document Entry ).

Note You can enter a user-specific validity date on the tabstrip Parameters under Tools Administration User Maintenance Users . Enter the parameter ID from the F1 help of the appropriate data field in the Para column and the value that you want to appear as default in the form YYYYMMDD in the Valu column. 5. Enter an equipment category. The equipment category controls which views and entry screens appear in the equipment master record. In Customizing for Equipment and Tools Management (ETM) , check which equipment type is ETM-specific. 6. If you want to use another equipment as a template to copy from when you create the new equipment, enter the equipment number of the equipment you want to copy from in the Equipment field in the area of the screen entitled Reference . 7. Choose Enter . A dialog box appears from which you can choose which data you want to be copied from the template equipment to the new equipment. Choose Enter . The Create Equipment: General Data screen appears. 8. Make the necessary entries on this screen.

Caution You do not have to enter an equipment type or object type but we recommend that you do so since the equipment type has a central control function and exerts an influence on pricing. 9. Choose the ETM data view . You must enter an Owner and/or Administrator .

Recommendation Open a second session and create a PM order with the order type for owner (PM order) or administrator (PM order) in the Plant Maintenance application component ( Creating a PM Order ). Enter this owner order/administrator order as the account assignment object (cost collector) in the PM order owner or PM order admin. field on the ETM data tab page in the equipment master record. The Leasing type field is filled in accordance with the settings for the Owner/Administrator Relationship in Customizing. However, you can change it, if necessary. You can link to workflows (SAP Business Workflow) to minimize the amount of time you have to spend on maintenance tasks when you create master records. For more information, see Customizing for Equipment und Tools Management (ETM) under Master Data Workflow Integration FI-AA ETM. 10. Enter the control parameters as required. 11. On the screen area Planning data in the field Planning Group you can define the assignment planning group equipment from the equipment master record. 12. On the screen area Settlement Type only the indicators With ShipDoc. and With PBE Doc. have an effect in the new settlement logic.

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Note If you set the indicator With ShipDoc. you can determine that equipment is only settled by commissioning or on the basis of shipping documents. If you set the indicator With PBE Doc. you can determine that equipment is only settled by activity or on the basis of performance-based equipment (PBE) documents. If you set both indicators you can settle equipment on the basis of its shipping documents and PBE documents. If you do not set either of the indicators the equipment is not settled. 13. Using the menu path Extras ETM, you can go to a list of shipping documents and PBE documents and a list of the total equipment costs. 14. If you double-click (or press F2) in the field Current loctn you can go to the corresponding shipping document. 15. Create an actual or calculated measuring point for the equipment by choosing Extras Measuring points/counters . This measuring point is used in accordance with the settings in Customizing when you create performance-based equipment documents (see: Creating Performance-Based Equipment Documents ). Please ensure that the C (copy measurement reading) and Counter indicators are flagged. You can find further information under Entry of Measurement Readings and Meter Readings . 16. Choose Back . 17. Choose Partners if you want to enter the partner function and personnel number of the operator who is responsible for the equipment. A default value is entered for this partner in accordance with settings in the Requisition Note (planning) but you can change this value if you wish. 18. Save the master record. A message confirming that the equipment/equipment number has been created appears at the bottom of the screen.

1.1.3.2 Changing and Displaying Equipment Procedure On the initial screen choose Logistics → Equipment and Tools Management → Master Data → Equipment → Change . The Change Equipment: Initial Screen appears. Enter the Equipment number and choose Enter . The Change Equipment: General Data screen appears. Make all the necessary changes. If you want to make further changes, choose the appropriate tab page. Choose Edit → Change category... if you want to change the equipment category. You can also change the maintenance plant by choosing Edit Change maintenance plant and the views that are displayed by choosing Edit View selection...

A message informing you of differences in the two types may appear. Be aware of the effects that these changes have on other functions! If you want to change the Valid-from date for equipment in retrospect, start report/SAPCEM/CHANGE_EQUI_DATEby choosing System → Services → Reporting

Be aware of the effects that these changes have on other functions! You can display any Packages that have been created for the equipment under Extras → ETM → Package . Likewise, you can choose Extras ETM Used in package to display the packages in which this equipment has been included. Save your changes. A message confirming that the equipment/equipment number has been changed appears at the bottom of the screen.

Displaying Equipment On the initial screen choose Logistics → Equipment and Tools Management → Master Data → Equipment → Display . The Display Equipment: Initial Screen appears. Enter an equipment number and choose Enter . The Display Equipment: General Data screen appears. You can display further information for the equipment using the menu bar and the function keys.

If necessary, you can branch to the change mode from the display mode. To do this, on the Display Equipment: Initial Screen screen choose Equipment → Display → Change The Current loctn field displays the current usage site for equipment items. This field remains empty for multipart equipment since there may be several usage sites. You can display all the usage sites in list form by choosing Logistics → Equipment and Tool Management → Transaction Data → Environment and then Current Stock → Equipment Stock or Historical Stock Equipment Stock

The Stock List “Current Stock” displays which equipment and materials, for example, in which quantity and with which unit of measure and activity type are on which usage site. It does not, however, tell you since when the equipment has been on the usage site or with which shipping document the equipment was sent. You can display information of this nature using the Stock List “Historical Stock” .

1.1.3.3 Flagging Equipment for Deletion PUBLIC © 2014 SAP SE or an SAP affiliate company. All rights reserved.

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1.1.3.3 Flagging Equipment for Deletion Prerequisites You should be aware of all the effects and repercussions of deleting equipment before you flag equipment for deletion. For further information, please see: Deletion Flag for Master Records .

Procedure Setting the Deletion Flag 1. Access the equipment master record in change mode. 2. Choose Equipment Functions Deletion flag Set . The system sets the Deletion flag status for this equipment master record. 3. Save the master record.

Canceling the Deletion Flag 1. Access the equipment master record in change mode. 2. Choose Equipment Functions Deletion flag Reset . The system cancels the Deletion flag status for this equipment master record. 3. Save the master record. You can find further information about archiving equipment data in the documentation for the cross-application component (CA-ARC) under Data Archiving .

1.1.3.4 Equipment Activation and Deactivation Use You use this function if equipment has been sold or scrapped, but you nevertheless wish to retain the master data in the system (for example, for statistical reasons).

Features You can activate or deactivate equipment at any time you like. Generally speaking, if you inactivate a master record you can still maintain the master data but you can no longer enter any new transaction data for the equipment.

Example You can no longer enter any new shipping documents or performance-based equipment documents. However, you can still create an ETM BOM for this equipment and activate it. SD orders can still be created for the Shipping and Performance-Based Equipment Documents and then also be included in the settlement run.

1.1.3.4.1 Activating and Deactivating Equipment Prerequisites Before you deactivate equipment, you should be aware of the effects and repercussions of your actions.

Procedure Deactivating Equipment Perform the following three steps if you wish to deactivate equipment: 1. Access the equipment master record in change mode. 2. Choose Equipment Functions Active Inactive The system sets the Object inactive status. 3. Save the master record.

Deactivate

.

Activating Equipment Perform the following three steps if you wish to activate equipment: 1. Access the equipment master record in change mode. 2. Choose Equipment Functions Active Inactive

Activate

.

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The system cancels the Object inactive status. 3. Save the master record.

1.1.3.5 Assigning Equipment to an Asset Prerequisites The asset must have been created in a company code under reference to it in the equipment master record.

Accounting

Financial Accounting

Fixed Assets

Asset

Create

before you can

Procedure 1. Access the equipment master record in change mode. Logistics Equipment and Tools Management Master Data Equipment Change . 2. Enter the equipment number and choose Location data . 3. On the Location tab page under Account assignment , enter the appropriate asset number (main or sub-number) and the company code. You can link to workflows (SAP Business Workflow) to minimize the amount of time you have to spend on maintenance tasks when you create master records. For more information, see Customizing for Equipment und Tools Management (ETM) under Master Data Workflow Integration FI-AA ETM. 4. Save your changes. A message confirming that the equipment/equipment number has been changed appears at the bottom of the screen.

1.1.3.6 Insurance Data Use You can store any amount of insurance data for equipment, for example, vehicle tax, vehicle insurance, insurance against fire, and so on.

Integration You can maintain a link to standard FI (financial accounting) using recurring entry documents.

Prerequisites The equipment must exist as a master record.

1.1.3.6.1 Creating, Changing and Displaying Insurance Data Prerequisites The equipment must exist in a master record.

Procedure Creating Insurance Data 1. On the initial screen choose Logistics Equipment and Tools Management Master Data Equipment Package Create . The Create Tax/Insurance Data: Initial Screen appears. 2. On the initial screen enter an equipment number, insurance type, and registration date and choose Enter . 3. Enter the required data on the detail screen. 4. Choose Recurring document . You can then enter the appropriate recurring document for the transaction here. If you wish to display recurring documents in the financial accounting module (FI), choose Logistics Financial Accounting General Ledger Document Reference documents Recurring document Display . 5. Save the master record. A message appears at the bottom of the screen confirming that the data for equipment/equipment number has been saved.

Changing Insurance Data 1. On the initial screen choose Logistics Equipment and Tools Management Master Data The Change Tax/Insurance Data: Initial Screen appears. 2. Enter an equipment number, insurance type, and registration date and choose Enter . 3. Make your changes. 4. Save your entry.

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Equipment

Insurance Data

Change

.

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Displaying Insurance Data 1. On the initial screen choose Logistics Equipment and Tools Management Master Data Equipment Insurance Data Display . The Display Tax/Insurance Data: Initial Screen appears. 2. Enter an equipment number and insurance type on the Display Tax/Insurance Data: Initial Screen and find the appropriate registration date using F4 help (matchcode).

1.1.3.7 Package Definition A Shipping Package is a list of Equipment and/or materials. A Settlement Package is a list of equipment that is always sent and settled in its entirety. Amongst other things, it serves to allocate costs to different equipment (objects).

Structure

Structure of a Shipping Package Equipment = shipping package ( header can be either “physical”/”real” equipment or “fictitious” equipment). Shipping package items can only be physical equipment and materials.

Structure of a Settlement Package Equipment = settlement package ( header can only be “physical”/”real” equipment). Settlement package items can only be physical equipment. They are not relevant in the shipping document. However, they are relevant in ETM Settlement .

Note A box (equipment number 1000152) is sent to a usage site with a shipping document. The box contains, for example, 10 lengths of cable, 100 screws and so on (a pre-determined number of each object). Inventory management uses the settlement package header (1000152).

Prerequisites All the equipment and materials that you want to use must have been created as master records. You must have set the equipment item/multipart equipment indicator. A shipping package can be a settlement package and vice versa. A shipping package item cannot be a settlement package. A settlement package item cannot be a shipping package. You cannot enter any other shipping package as an item in the shipping package items. You cannot enter any other settlement package as an item in the settlement package items. Equipment that you want to enter on item level in a shipping or settlement package must be physical equipment.

Integration Packages are assigned to equipment. Equipment can either be in the form of a shipping package or a settlement package. The assignment of the ETM BOM to the appropriate equipment is not affected. In other words, if you want to settle costs using an equipment catalog, a BOM has to have been assigned to each piece of equipment to be included in settlement.

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1.1.3.7.1 Shipping Package Use A shipping package is an aid to entering documents (please see: Document Entry ).

Example A minibus is driven to a usage site with a box containing several small equipment items (a shovel, two buckets, five floor cloths etc.). The box and its contents are entered in the system and sent together as one shipping package.

Integration You can integrate a Settlement Package into a shipping package. However, you cannot integrate a shipping package into another shipping package. Both physical equipment and materials are allowed.

Prerequisites If you are dealing with materials, the material type must have been defined as allowed in Customizing. Equipment must have been defined as allowed for shipping documents. You make this setting in the field for allowed document categories in the equipment master record. The shipping package number can represent physical equipment or fictitious equipment. Shipping package items can only be physical equipment. You cannot enter the shipping package number (equipment) itself as an item (in contrast to the settlement package).

Note If the Copy shipping document indicator is set accordingly, you may be required to choose the equipment to be included in the shipping document from a list when you try to enter equipment in the shipping document. If you so wish, you can also set the Copy ship. doc. indicator so that this selection list does not appear.

Features When you enter shipping documents, the shipping package is split up into its individual items and the quantity of each item in the shipping package is multiplied by the number of shipping documents. In this way, inventory management is also performed. If the shipping package number represents physical/real equipment, the shipping package number is copied to the shipping document. If the shipping package number represents fictitious equipment, the shipping package number is not copied to the shipping document.

Example 1 Equipment number 10000760 , description Hydraulic Excavator , Fictitious indicator is not set, equipment item Shipping package 10000760 contains: Item

Equipment

Equipment description

Qty

UM

00010

10001491

Shovel with a capacity of 0.20

1

Itm

m³ 00020

10001480

Purpose-made bucket

2

Itm

00030

10001101

Ditching grab

1

Itm

Entry in shipping document: Item

Equipment

Qty

UM

AT

Equipment

Number in catalog

description 00010

10001491

1

Itm

E

Shovel with a capacity 3153-1025 of 0.20 m³

00020

10001480

2

Itm

E

Purpose-made bucket 3153-3025

00030

10001101

1

Itm

E

Ditching grab

3153-8025

00040

10000760

1

Itm

E

Hydraulic excavator

3151-0025

Example 2 Equipment number 10000759 , description Hydraulic Excavator , Fictitious indicator is set, equipment item Shipping package 10000759 contains: Item

Equipment

Equipment description

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Qty

UM

Page 20 of 81

00010

10001491

Shovel with a capacity of 0.20

1

Itm

m³ 00020

10001480

Purpose-made bucket

2

Itm

00030

10001101

Ditching grab

1

Itm

Entry in shipping document: Item

Equipment

Qty

UM

AT

Equipment

Number in catalog

description 00010

10001491

1

Itm

E

Shovel with a capacity 3153-1025

00020

10001480

2

Itm

E

Purpose-made bucket 3153-3025

00030

10001101

1

Itm

E

Ditching grab

of 0.20 m³

3153-8025

1.1.3.7.1.1 Creating a Shipping Package Prerequisites Before you can create a shipping package, you must know the following: for which equipment master record you want to create the shipping package whether the equipment master record already exists and the view ETM-Data has been maintained whether a settlement package has already been created for the equipment

Procedure 1. On the initial screen choose Logistics Equipment and Tools Management The Create Package screen appears. 2. Enter the equipment number in the Package field. 3. Choose the appropriate entry for the Package type field and choose Enter .

Master Data

Equipment

Package

Create

.

Note You can use a reference package as an entry aid; the reference package must also be of type Shipping package . 4. Select the appropriate entry for the Copy ship. doc. indicator to determine how and which items are copied to the shipping document. 5. Enter the equipment or material on the appropriate tab page. You can use F4 as search help. The equipment must have ETM-relevant data and cannot be fictitious equipment. 6. Choose Execute. The system enters values automatically for the item, quantity and unit of measure. If necessary, you can change these values. The unit of measure form the equipment master record is used for equipment. The base unit of measure from the material basic data is used for materials. 7. After you have entered everything, you can check your entries by choosing the Overview tab page. All the equipment or material (resources) that you have entered are displayed in the Reso column. The indicators in the Resc column tell you whether the corresponding number in the Reso column refers to equipment or material. 8. Save the master record. A message confirming that the package for equipment/equipment number has been created appears at the bottom of the screen.

Equipment number 10001490 . This is a hydraulic excavator, an equipment item and the Fictitious indicator has not been set in the ETM data section of the equipment master record. Shipping package 10001490 contains: Item

Equipment

Equipment description

Qty

UM

00010

10001491

Shovel with a capacity of 0.20 m³

1

Itm

00020

10001480

Purpose-made bucket

2

Itm

00030

10001101

Ditching grab

1

Itm

1.1.3.7.1.2 Changing, Displaying and Deleting a Shipping Package Procedure Changing a Shipping Package 1. On the initial screen choose Logistics The Change Package screen appears.

Equipment and Tools Management

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Master Data

Equipment

Package

Change

.

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2. 3. 4. 5.

Enter the package number and choose Enter . You can add new items with quantity and unit of measure. If you want to delete an item, select it and choose Delete item . Select an item. You can use the Where-used list function or the menu path Extras → Where-used list to find out which packages the equipment is in. 6. Save the master record. A message appears at the bottom of the screen confirming that the package for equipment/equipment number has been changed.

Displaying a Shipping Package 1. Enter the package number in the Package field. 2. Choose Execute. 3. You can branch to the appropriate master record by double-clicking on the equipment or material.

Note You can find out in which packages the equipment is still contained by choosing Logistics à Construction Equipment Management → Master Data Equipment Package Lists Manage Equipment in Packages and Manage Material in Packages from the SAP Easy Access screen.

Deleting a Shipping Package 1. Choose the package number in change mode. 2. Choose Package Delete . 3. Confirm the prompt asking you if you really want to delete the package for equipment/equipment number. A message confirming that the package for equipment/equipment number has been deleted appears at the bottom of the screen.

1.1.3.7.2 Settlement Package Use Cost assignment for multipart equipment. In other words, controls whether the costs for equipment are assigned to different administrators (PM order administrators) as a percentage or proportionally (using equivalence numbers). Separates inventory management from settlement. Manages stock under one equipment number (settlement package number). The package is separated into its individual items during Settlement . Fixed prices can be used. Can be used when stock changes are made

Integration You cannot integrate a shipping package into a settlement package. Nor can you integrate a settlement package into a settlement package. You can only use “physical”/”real” equipment (as opposed to “fictitious” equipment). Materials are not allowed.

Prerequisites The settlement package number must represent physical equipment. The equipment must have been defined as allowed for shipping documents or performance-based equipment documents. You make this setting in the field for allowed document categories in the equipment master record. Inventory management only takes place on package number level and not on item level. You can also enter the settlement package number (equipment number) as an item.

Example Equipment number 10000754 . This is a settlement package consisting of a finisher, shovel X and shovel Y. It is an equipment item and the Fictitious indicator has not been set. Settlement package contains: Item

Equipment

Equipment

Qty

UM

Percent

Equivalence number

description 00010

10000756

Shovel X

10

Itm

2

00020

10000757

Shovel Y

10

Itm

2

00030

10000754

Finisher

1

Itm

5

The quantity per item only serves as information and is not relevant to settlement or inventory management.

1.1.3.7.2.1 Creating a Settlement Package Prerequisites Before you can create a settlement package, you must know the following:

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for which equipment master record you want to create the settlement package whether the equipment master record already exists and the view ETM-Data has been maintained whether a shipping package has already been created for the equipment The equipment cannot be fictitious (indicator in the equipment master record under the ETM data)

Procedure 1. 2. 3. 4. 5. 6.

On the initial screen choose Logistics Equipment and Tools Management Master Data Equipment The Create Package screen appears. Enter the equipment number in the Package field. Choose the appropriate entry for settlement packages in the Package type field. Choose Enter . Enter the text that you want to be used in evaluations and reporting functions in the Description field.

Package

Create

.

Caution The descriptive text for the equipment is used when you enter documents. 7. Enter your desired equipment as the first item and a percentage rate or an equivalence number. By entering a percentage or equivalence number in the first item line, you control further entries. The sum of all the percentages must always equal 100. 8. Choose Execute. The system enters values automatically for the item, quantity and unit of measure. If necessary, you can change these values. The quantity per item is only informative and has no effect. The unit of measure is taken from the equipment master record. 9. Save the master record. A message confirming that the package for equipment/equipment number has been created appears at the bottom of the screen. For further information, please see Settlement of a Settlement Package .

1.1.3.7.2.2 Changing, Displaying and Deleting a Settlement Package Procedure Changing a Settlement Package 1. On the initial screen choose Logistics Equipment and Tools Management Master Data Equipment Package Change . 2. The Change Package screen appears. Enter the package number in the Package field. 3. Select an item. You can use the Where-used list function or the menu path Extras Where-used list to find out which packages the equipment is contained in. 4. You can add new items with quantity and unit of measure. 5. If you want to delete an item, select it and choose Delete item . 6. Save the master record. A message appears at the bottom of the screen confirming that the package for equipment/equipment number has been changed.

Displaying a Settlement Package 1. Enter the package number in the Package field. 2. Choose Execute. 3. You can branch to the appropriate master record by double-clicking on the equipment or material.

Note You can find out which in packages equipment or material is still contained by choosing Logistics Construction Equipment Management Master Data Equipment Package Lists Manage Equipment in Packages or Manage Material in Packages from the R/3 initial screen.

Deleting a Settlement Package 1. Choose the package number in change mode. 2. Choose Package Delete 3. Confirm the prompt asking you if you really want to delete the package for equipment/equipment number. A message confirming that the package for equipment/equipment number has been deleted appears at the bottom of the screen.

1.1.3.8 Price Information Use Using the appropriate Catalog (BOMs) as a basis for calculation, this function displays the monthly, hourly and daily prices for equipment with a specific activity type (for example, in operation, shutdown), taking all the conditions on the key date into account.

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Integration You can call customer-specific price information or customer-independent price information: For customer-specific price information, the customer’s conditions and the catalog price is used to determine the price. For customer-independent price information, the system uses data from the equipment master record to determine the price.

Prerequisites A BOM must have been created for the equipment. A PM order administrator must have been assigned to the equipment. At least one variant must have been created in Customizing for internal or external price determiners and the activity types per variant must also have been defined.

Activities Define price variants in Customizing for Equipment and Tools Management (ETM) under Information Systems → Variant Definition for Price Information → Variants for Price Information Assign the required activity settlement types to the variants in Customizing for Equipment and Tools Management (ETM) under Information Systems→ Variant Definition for Price Information → Activity Settlement Types per Variant. Define which activity types you want to be able to assign to which document types. You also do this in Customizing for Equipment and Tools Management (ETM) under Information Systems → Variant Definition for Price Information → Document Types per Activity Settlement Type

1.1.3.8.1 Displaying Price Information for the Equipment Prerequisites You have executed the relevant Customizing settings under Variant Definition for Price Information .

Logistics – General

Equipment and Tools Management (ETM)

Information Systems

Procedure Displaying Price Information (General) 1. On the initial screen choose Logistics Equipment and Tools Management Master Data Equipment Price Information . 2. The Price Information for Equipment (General and Recipient-Related) screen appears. 3. Enter the date for which you want to display customer-specific price information (taking the conditions in the customer master record into account) in the Pricing date field. 4. Select a price information variant. The price information variants must have been defined beforehand in Customizing. 5. Enter a recipient in the Recipient field.

Caution Since it may be either internal or external recipients/ship-to parties that request price information, you must ensure that you have chosen the correct price information variant for either internal or external recipients.

Example No prices are displayed and you get an error message if you enter an internal customer with a price information variant that has been defined as external in Customizing. 6. Enter the Equipment or the corresponding catalog number from the desired catalog, and choose Execute or Enter . If the system finds a catalog equipment with an active BOM, the price is displayed.

Displaying Price Information (Equipment-Related) 1. On the initial screen choose Logistics Equipment and Tools Management Master Data The Display Equipment: Initial Screen appears. Enter the equipment and choose Enter . Choose the ETM Data view. You can display price information by choosing Extras ETM Price information .

Equipment

Display

.

1.1.3.8.2 Displaying Price Information for the Location Use Using this function you can determine equipment prices for a particular usage location on a particular date.

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Procedure 1. On the initial screen choose Logistics Equipment and Tools Management (ETM) Transaction Data Construction Site or enter transaction /N/SAPCEM/PI_CSS. 2. The Price Information Location Stock screen appears. 3. Enter a date and a recipient. 4. Choose Execute. 5. You have a variety of display and sort options. You can create totals and subtotals and print the list.

Environment

Price Information for

Result The system displays all price information for the selected usage location and date in an ALV list (SAP List Viewer).

1.1.4 Owner/Administrator Definition The owner is the owner of an equipment. The owner manages the equipment in plant financial accounting and is responsible for depreciation of the equipment. The administrator manages (for example, rents, repairs and maintains) the equipment on behalf of the owner. In return for being allowed to rent the owner’s equipment and therefore collect and receive revenue form the rental to external third parties, the administrator has to pay the owner a leasing charge. This can be a static/fixed amount or a dynamic amount (for example, a percentage of the revenue from the rental).

Use Depending on the ownership relationship, you have to create an Owner, an Administrator or an Owner/Administrator master record. You then have to assign this master record to the appropriate equipment.

1.1.4.1 Owner/Administrator Relationship Definition By an owner/administrator relationship we mean the relationship that the owner of the equipment has to the administrator of this same equipment. The owner can also be the administrator.

Use The owner/administrator relationship determines which leasing type applies to the administrator (for example, whether the administrator has to pay the owner a fixed amount, a percentage of the rental revenue or whether there is no leasing charge at all) and which objects (equipment, machinery) the administrator is allowed to manage for the owner. You can define the owner/administrator relationship in Customizing for ETM. If the owner and administrator are the same, you do not need to establish a relationship. If this is the case, the default entry in the owner/administrator master record is for no leasing.

1.1.4.2 Creating an Owner/Administrator Prerequisites You must know the following before you can create an owner, an administrator or an owner/administrator: whether the owner is also the administrator of the equipment for which company code you want to create the owner and/or administrator whether you want the equipment to be managed centrally or decentrally.

Procedure Creating an Owner/Administrator 1. On the initial screen choose Logistics Equipment and Tools Management Master Data Environment Owner/Administrator Create. The Create Owner/Administrator: Initial Screen appears. If external number assignment has been set in Customizing, either enter the owner/administrator number here or the system sets the number during save. 2. Choose Enter . 3. Enter the name of the owner/administrator. 4. Set the Owner/admin. indicator to 1,2 or 3 according to whether you want this master record to be for an owner, an administrator or an owner/administrator. 5. Make all the necessary entries.

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The controlling area and the mapping category (business area/company code/plant) fields already have default values entered in them. 6. Save your entries. A message confirming that the data for this owner, administrator, owner/administrator has been saved appears at the bottom of the screen.

Creating an Owner/Administrator in Customizing You can also create owner/administrator master records in Customizing for ETM. 1.

In Customizing for Equipment and Tools Management (ETM), choose Master Data . 2. Select Create Owner/Administrator and press Choose . 3. Proceed as described above in (2) under “Creating an Owner/Administrator”.

Owners and Administrators

Determine Owner/Administrator

1.1.4.3 Changing and Displaying an Owner/Administrator Procedure Changing an Owner/Administrator 1. 2. 3. 4. 5. 6.

On the initial screen choose Logistics Equipment and Tools Management Master Data Environment Owner/Administrator Change. The Change Owner/Administrator: Initial Screen appears. Enter the owner/administrator that you want to display. Choose Enter . Make the necessary changes. Save the master record. A message confirming that the data for this owner, administrator, owner/administrator has been saved appears at the bottom of the screen.

Displaying an Owner/Administrator 1. 2. 3. 4.

On the initial screen choose Logistics Equipment and Tools Management The Display Owner/Administrator: Initial Screen appears. Enter the owner/administrator that you want to display. Choose Enter .

Master Data

Environment

Owner/Administrator

Display.

1.1.5 Recipient Definition The recipient is a central control element in ETM. In addition to standard views, there are two ETM views where ETM basic data and ETM settlement data for the recipient can be stored. The term “recipient” is used as an umbrella term to cover a variety of roles in ETKM. You should not understand this term to mean merely a “recipient” in the conventional sense of the word. The recipient can be the ship-to party, but also the sender of equipment (since to be able to send the equipment, even the sender must have received the equipment, in other words, been the recipient of the equipment at some point in time).

Use Either the sender or the Ship-To Party or the sender and the ship-to party must be entered in the Shipping Document . This, however, depends on whether you are dealing with an acquisition (only the recipient is entered and the sender field remains empty), a retirement (only the sender is entered and the recipient field remains empty), a change of activity type (the sender and the recipient are the same) or shipping (from one usage site to the next).

Example If equipment is sent from a warehouse or storage location (usage site) to a construction site (usage site), then the warehouse/storage location is the sender and the usage site is the ship-to party (recipient).

Integration The customer master record has been enhanced by ETM-specific views. Control parameters such as recipient type and reference type define which type of recipient (recipient type) you are dealing with or which account assignment object is used in Settlement and postings to FI/CO (reference type). Which company code a recipient belongs to depends on which company code the appropriate account assignment object (for example, WBS element, project definition, cost center, CO order or PM order) has been created in. For further information, see: Customer Master Data .

1.1.5.1 Creating a Recipient Prerequisites Before you can create a recipient, you must know the following:

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for which sales area (sales organization/distribution channel/division) you want to create the recipient. to which account group you want to assign the recipient (necessary for internal/external number assignment). which recipient type you are dealing with (for example, warehouse/storage location, internal usage site or external third party, and so on) whether the account assignment object has already been created as an object. to which grouping (dummy recipient, and so on) you want to assign the recipient.

Procedure 1. On the initial screen choose Logistics Equipment and Tools Management Master Data Master Data Recipient Change . The Create Customer: Initial Screen appears. 2. Enter a sales organization, distribution channel and division. Choose Customer’s sales areas... to find out which sales areas (combination of sales organization, distribution channel and division) the recipient has already been created for. If you want to display all the sales areas for a specific client, choose All sales areas... 3. Assign an account group to the recipient. A number range is assigned to the account group in Customizing. This number range can be either internal or external. If external number assignment has been set in Customizing, enter the number here. If internal number assignment has been set in Customizing, a placeholder is displayed instead of the number. An internal number then replaces this placeholder when you save the master record.

Recommendation ETM provides account group J3G . The account group is the same for each recipient. You cannot enter a different account group for each different sales area (sales organization/distribution channel/division). For further information, see: Account Group . If you want to create a recipient without copying from a reference template, go to 8. 4. If you want to create a recipient by copying from a reference template, enter the customer number you want to copy from in the Customer field in the Reference area of the screen. 5. If you want to copy a recipient that has been created in a different sales area (sales organization/distribution channel/division), enter the customer with the sales organization/distribution channel/division that you want to copy in the Reference area of the screen. Enter the new sales organization/distribution channel/division and recipient in the upper part of the screen and choose Enter . The system copies the account group of the recipient being copied to the new recipient.

Caution You only see the sales views that have been entered in Customizing for Financial Accounting under Accounts Receivable and Accounts Payable Customer Accounts Master Records Preparations for Creating Customer Master Records Define Account Groups with Screen Layout (Customers) . Enter the different sales data as required. Choose Enter . A screen for entering address details appears. Make all the necessary entries on this screen and the standard views that follow. 6. Enter the Recipient Type in the ETM - Basic Data view. The Reference Type field contains an entry in accordance with the settings in Customizing. You cannot change the reference type here. If you flag the BlckIndDocEntry field (block indicator against document entry), you can prevent this recipient from being entered in documents. This is recommended if you are dealing with dummy recipients (recipients of reference type Dummy ). 7. If required, change the default dummy or standard recipient.

Note From an ETM point of view, the Cust.int.set. (customer internal settlement) is the actual sold-to party that appears in the order header during internal settlement. The customer (internal settlement) is necessary purely from a sales and distribution point of view. It has no relevance in ETM since the providing party and debited object (for example, equipment and WBS element) are relevant to postings in FI/CO during settlement. 8. 9. 10. 11. 12.

Enter a planning area. Enter an account assignment object. The account assignment object must have already been created before you can reference to it. Choose Execute. Enter the appropriate Indicators in the ETM - Settlement view. Save the master record. A message confirming that the recipient master record has been created for the sales organization/distribution channel/division appears at the bottom of the screen.

Result The master record has been created. You can now create Shipping and Performance-Based Equipment Documents for this recipient.

1.1.5.2 Changing and Displaying a Recipient Procedure Changing a Recipient On the initial screen choose Logistics → Equipment and Tools Management → Master Data Master Data → Recipient → Change . The Change Customer: Initial Screen appears. Enter a customer and sales area if necessary, and choose Continue

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If shipping documents have already been created for the recipient, you cannot change the recipient type , customer internal settlement and the account assignment object or reference category (for example, WBS element). By using F2 or a double-click on the account assignment object (field Order ) you go to the general data of the customer. Using the button Location Stock you go to the report to determine the usage site stock. Make your changes and save them. A message confirming that the changes have been made appears at the bottom of the screen.

Once the recipient is used as a goods recipient in a shipping document (first shipment to the recipient) you can no longer change the basic data of the recipient.

Displaying a Recipient On the initial screen choose Logistics → Equipment and Tools Management → Master Data Master Data → Recipient → Display . The Display Customer: Initial Screen appears. Enter a customer and sales area if necessary, and choose Continue You can display the account group by choosing Extras → Administrative data .

1.2 Basic Functions ETM Planning Document Entry Calendar Maintenance ETM Settlement Inventory

1.2.1 ETM Planning Purpose You can use ETM planning to help you enter requirements (for example, equipment needed by a usage site) that will then be processed by a stock and requirements planning controller. The controller uses the characteristics ( classes ) of the equipment that is needed to process the requirements and find the equipment that most exactly fulfils the requirements and is available for use at the required time .

Process Flow Requesting party (for example, construction site supervisor) reports a requirement This requirement is entered in the system in the form of a requisition note with the a ppropriate characteristics The stock and requirements planning controller uses the requirements overview to process the requirements for the recipients that have been assigned to him (for his planning area). A shipping document is used to send the required and confirmed equipment to the appropriate usage site.

1.2.1.1 Requisition Note Use Requisition notes are used by the requesting location (for example, usage site) of an equipment. Equipment with the required features and characteristic attributes are registered in planning for the required period of time.

Integration The stock controller then processes the requisition note and either confirms or rejects the requirement(s) on the Requirements Overview screen.

Prerequisites All equipment (equipment items) are classified (for example, assigned to the class for excavators, wheeled loaders, graders, cranes, and so on) You must have entered the equipment items using classes You must have entered multipart equipment using the equipment number The location or usage site requiring the equipment (recipient) cannot be of reference type External third party or Dummy

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The equipment must have been flagged as relevant to planning Multipart equipment must have been defined as allowed in Shipping Document Entry . Equipment items must be allowed for a document category

Activities For equipment items, enter the class with the appropriate characteristic attributes. For multipart equipment, enter the equipment number directly.

Entering Requirements Item

Main item

Class

010

Loader on wheels

020

Digger

030

Equipment

Desc.

Qty

UM

Start

End

S

Loader on wheels

1

Itm

01.01.99

31.12.99

1

LT

ST Immediately

501034

Cat. 120

1

Itm

01.03.99

21.07.99

1

ASAP

700200

Steel pipes

300

Itm

01.04.99

30.06.99

1

Cannot be changed

040

010

OTHER

Other equipment

2

Itm

01.02.99

30.04.99

1

Note Item 040 is a sub-item of item 010.

Entering a Class for Wheeled Loaders Item

010

Class

Loader on wheels

Characteristics Capacity in KW

100-120

Weight in tonnes

15-20

Additional equipment - shovel

X

Additional equipment - fork

1.2.1.1.1 Creating a Requisition Note Prerequisites Before you can create a requisition note, you must know the following: for which recipient (site requesting the equipment) you want to create a requisition note whether you are dealing with an equipment item or multipart equipment for which period of time the equipment is required

Note You can create a requisition note by using another ETM requisition note as a template and copying it.

Procedure 1. 2. 3. 4.

On the initial screen choose Logistics Equipment and Tools Management Transaction Data Planning Requirements Note Change . The Create Requisition Note screen appears. Enter the number of the usage site that requires the equipment in the Recipient field. Enter the from-date and to-date for the period of time that the site requires the equipment in the Period fields. This date is only a proposal for the items in the requisition note. 5. Choose Enter . The system displays the appropriate contact person and telephone number from the recipient (customer) master record in accordance with Customizing settings. You can change this data if you wish. You can display further information for the recipient by choosing Goto Header . If you double-click on the recipient, you can branch directly to the recipient (customer) master record. 6. Enter your requirements on item level.

Caution You can enter requirements for equipment items using the class and requirements for multipart equipment using the equipment number. If you enter the requirement using the class the Characteristic Value Assignment screen appears, on which you can further classify your requirement. 7. You can enter a short text and a longer descriptive text as notes to help the stock controller if you wish.

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8. Save the requisition note. A message confirming that the requisition note/requisition note number has been saved appears at the bottom of the screen.

Result You have created the requisition note and the stock controller can now process it in the requirements overview or planning table. You can find further information on this subject under Changing the Requirements Overview .

1.2.1.1.2 Changing, Displaying and Deleting a Requisition Note Procedure Changing a Requisition Note On the initial screen choose Logistics → Equipment and Tools Management → Transaction Data → Planning → Requirements Note → Change . The Change Requisition Note screen appears. Enter a document number. You can use F4 matchcode help. Choose Enter . Make your changes. Save your changes. A message confirming that the requisition note/requisition note number has been saved appears at the bottom of the screen.

Displaying a Requisition Note Enter a document number. Choose Enter . Select an item. You can branch to a screen displaying the characteristic values for the required equipment by choosing Value assignment.You can branch to the package list for the equipment, if appropriate, by choosing Package.You can branch to the appropriate master record by double-clicking on the recipient, contact person or equipment.

Deleting a Requisition Note Enter a document number on the Change Requisition Note initial screen. Select the item(s) you want to delete and choose Delete requirement . Save the requisition note.

You cannot delete the requisition note itself.

1.2.1.2 Requirements Overview Use After you have created a Requisition Note , you can process it further on the Requirements Overview screen.

Prerequisites Requisition notes must exist.

Activities Select the requisition notes you wish to process. Process the individual items by either confirming or rejecting them. You can enter a descriptive text for each item. You can find further information on this subject under Changing and Displaying the Requirements Overview .

1.2.1.2.1 Changing and Displaying the Requirements Overview Procedure Changing the Requirements Overview 1. On the initial screen choose

Logistics

Equipment and Tools Management

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Transaction Data

Planning

Requirements Overview

Change

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List . The Requirements Overview: Change screen appears. 2. Select requisition notes using either the recipient or the planning area and the period of requirement. The Status field is filled with the default value Requirement created . 3. On the next screen that appears, select the items that you want to process and choose Confirm . A dialog box appears. You can also decide to reject an item. 4. If you choose Hit list , the system creates a list of all the equipment that fulfills the requirements. You can then select and choose the equipment you desire from this list. If you accept this data again, you can copy the equipment number and the personnel number (provided that it has been entered in the equipment master record) to the requirements overview. The color of the item changes. The item has now the status confirmed .

Note The system only generates the hit list for requirements that have been entered using classes (equipment items). You can confirm or reject the item completely for multipart equipment. If you wish to change the quantity, you can do this in Shipping Document Transfer . Traffic lights (color legend): Traffic lights

Conflict

Green

No overlapping in planning

Yellow

Requirements for the planned usage site do not overlap

Red

Overlapping in planning

5. You can cancel entries you have made by choosing Undo . 6. Save the requirements overview. A message confirming that the requirements have been saved appears at the bottom of the screen. If you call the requirements overview again (status 1 – requirement created), the items that have been processed will no longer appear.

Displaying the Requirements Overview 1. On the initial screen choose Logistics Equipment and Tools Management . The Requirements Overview: Display screen appears. 2. You can display where multipart equipment is in use (usage site) by choosing

Transaction Data

Environment

Planning

Historical stock

Requirements Overview

Display

.

1.2.1.2.2 Graphical Planning Board Use Using the graphical planning table you can assign requirements from ETM, for example from a usage site manager, the project system (PS), or plant maintenance (PM), to an equipment.

Prerequisites To use the graphical planning board you must meet the following prerequisites: To plan ETM requirements you must have created ETM requirements ( Creating Requisition Note ). To plan requirements from PS or PM (that is capacity requirements) they must exist in the corresponding order (PM order or PS network). The equipment must be for planning and an equipment item. ETM requirement requisitions are entered and notified using classes (for equipment items). In the case of capacity requirements you have maintained work centers and individual capacities as well as assigned them to a capacity type (in Customizing for ETM under Operations and Functions Planning Planning Board Use of Work Center Requirements ). The equipment has been assigned to class.

Features You can process requirements for equipment items using the graphical planning board. The planner can also process requirements for multipart equipment using Edit Requirements Overview .

1.2.1.2.3 Editing and Displaying the Graphical Planning Board Use You can use the graphical planning board to assign requirements from ETM, PS, or PM to an equipment.

Prerequisites Prerequisites to display an equipment: The equipment is assigned to the current class The equipment is an equipment item You must be able to plan the equipment

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You have maintained authorization for the MRP group of the equipment (see Customizing) Prerequisites to display a requirement: The requirement is within the period You have authorization for the recipient’s MRP area in which the requirement has been created Further prerequisites to display an ETM requirement: The requirement is within the period The requirement is assigned to the class Further FurtherFurtherprerequisites to display a capacity requirement: In Customizing for the ETM planning board the ETM capacity type is defined The class is assigned to a work center A capacity exists for the ETM capacity type in the work center A formula to determine the capacity requirement for internal rework is stored for the capacity An order or network is released for the capacity requirement

Procedure To process or display the graphical planning board proceed as follows: 1. Choose Logistics Equipment and Tools Management Transaction Data Planning Requirements Overview Graphical Planning Board – Change or Graphical Planning Board – Display . 2. Select your requirements. By using the evaluation period you can determine the period over which the data is imported, processed, and displayed. The planning period is the period in the planning board between the pre-evaluation period and the post-evaluation period. For more information see the IMG documentation under Logistics – General Equipment and Tools Management (ETM) Operations and Functions Planning Planning Board Define Time Profile or Production Capacity Requirements Planning Capacity Leveling and Extended Evaluation Define Time Profile . 3. You have two options to call the planning board: Enter a class and choose Execute . If you do not know the class you can restrict the selection. After choosing Execute the system displays the requirements for the classes in the requirements list. By selecting a node you select the corresponding requirements and call the planning board. 4. The planning board has two subscreens. By default the equipment is displayed in the top subscreen and the requirements in the bottom subscreen. However you can change this in Customizing underLogistics – General Equipment and Tools Management (ETM) Operations and Functions Planning Planning Board Define Layout of Planning Board. 5. You have two assignment options: Planning by Drag and Drop: You drag a requirement to an equipment of your choice Planning through a hit list: You select an open ETM requirement and execute the function. The Equipment Hit List screen appears. Select an equipment and choose Copy . 6. The requirement is assigned to the equipment.

Note Every requisition note has a requirement start and finish. You can change this by dragging along the requirements time scale.

Note As a default setting in Customizing (timely scheduling indicator) the requirement start and end are not changed during assignment. However, you can change the start and end dates after the initial assignment. 7. 8.

Using the reload equipment function you can search for additional equipment and include them in the planning board. If you choose Split document you can assign several equipment to one requirement. You select a requirement and execute this function. On the next screen you can assign equipment and individual capacity to the requirements. 9. If you select an ETM requirement and choose Assign equipment you can either enter an equipment or select one from the hit list. 10. You can deallocate a requirement from an equipment as follows: Deallocation by Drag and Drop: You drag a requirement from an equipment to the requirement subscreen Deallocation function: You select a planned requirement and execute this function. The requirement is displayed in the requirement subscreen. Split requirement : You select a requirement and execute this function. On the next screen you can delete or deallocate an existing split. Reject ETM requirement : You select a planned ETM requirement and execute this function. The requirement gets status Rejected and is no longer displayed in the planning board.

1.2.1.2.4 Creating Shipping Documents from the Planning Board Use You can use this function to create a shipping document from within the planning board.

Prerequisites You are working in the planning board. There is at least one confirmed requirement.

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1. 2. 3. 4. 5.

Select a confirmed requirement. Choose the function Generate Shipping Document . A dialog box appears. Enter the document type and activity type. You can change the default values for this dialog box in the function User Settings . Choose Enter . A dialog box appears, stating that the shipping document has been created.

Note When copied to the shipping document, the requirement start matches the date of the shipping document. The requirement end is copied on item level to the field Usage End / Usage End Time of the billing-relevant data.

Result The status of the requisition note changes to “ Shipped ”.

Note If you delete a generated shipping document or shipping document item (which has arisen from a requirement), the status is reset to “ Confirmed requirement ”. The requirement is reopened and can be rejected or assigned to a different equipment.

1.2.1.2.5 Creating Requirements from the Planning Board Use You use this function to create ETM requisition notes from within the planning board.

Note The planner, who works mainly in the graphical planning board, does not have to create another session using transaction Create requisition note in order to create a requirement.

Prerequisites You are working in the planning board.

Procedure 1. Choose the function Create requisition note . The screen Create requisition note appears. 2. Proceed as described in Creating Requisition Notes .

Result You have created an ETM requisition note. If the created requirement matches the selection criteria entered in the planning board (for example: class, period), the requirement is displayed immediately in the planning board.

1.2.1.3 Deadline Logic Definition A collection of rules to improve equipment planning. A simplified deadline logic has been developed in ETM with the support of the German work cooperative (edition 1995). The processes that are controlled by this are specific to Germany and may not be relevant for other countries. Using deadline logic enables improved equipment planning. “Penalty mechanisms” enable costing and planning of equipment shipment scheduling.

Use Deadline logic is only active if it is a time-based equipment the equipment is sent with a shipping document the movements are category receipt, issue, change of activity type, or shipping The construction industry differentiates between restricted and unrestricted usage. In unrestricted usage as a rule it is not known how long an equipment will remain on a usage site. “Short” unrestricted usage exists where the equipment remains for example up to 30 days on a usage site as does “long” unrestricted usage where equipment may remain for years on a usage site. The minimum usage duration in ETM corresponds to restricted usage. In restricted usage it is

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assumed that it is known how long an equipment will be used.

Integration The Settlement indicator (either by recipient, or dummy or standard recipient) and the Deadline logic indicator must be set in the recipient master.

Note If settlement recognition is set to Dummy or Standard recipient (dummy) and the settlement recognition and deadline indicator is set in this dummy, the deadline logic is valid for all recipients to which this dummy is assigned.

1.2.1.3.1 Deadline Logic (Indicator) Definition An indicator in the recipient master record.

Use This indicator is used in planning and controls per recipient that time-based equipment (TBE) is treated according to deadline logic in settlement.

Note This has no effect on performance-based equipment (PBE). Materials are excluded from deadline logic.

Integration The Deadline logic indicator in the recipient master record does not control deadline logic in settlement alone. You also have to make ETM-specific Customizing settings under Logistics - General Equipment and Tools Management (ETM) Operations and Functions Settlement Settlement Basic Data Usage Period Deadlines per Transaction Type and Activity Type and Assign Activity Types to Deadline Surcharges .

Example A usage site manager requests an equipment from October 5 th to November 2 nd (restricted). The construction yard delivers the equipment to the usage site. If the equipment is not returned or released on November 2 nd the usage site is charged. Released means the same as returned except that the equipment remains on the usage site and is sent from there to the next usage site that requires it. This reduces transport costs that would arise because of return transports to the construction yard.

1.2.1.3.2 Release Notification Limit for Unrestricted Usage Definition A field in the recipient master record.

Use For unrestricted usage of time-based equipment (TBE) you can determine the number of days in advance that a release notification is required before shipping. If this date is exceeded and shipping takes place without a prior release notification a Surcharge for Unrestricted Usage is raised in settlement (in the form of additional SD order items) according to the deadline logic.

Example A crane is on a usage site from April 5 th (there is no end date). From May 20 th the site manager states the crane is no longer required; this means a release notification exists for this usage site from 04.20. However from an administrative point of view the site manager must notify (release notification) the administrator/planner 10 days in advance (that is on May 10 th ) that the crane will be returned on 05.20., therefore allowing the planner to consider it again in planning. Settlement result: The crane has activity type In operation from 04.05. – 05.20.

1.2.1.3.3 Minimum Usage Period for Restricted Usage Definition PUBLIC © 2014 SAP SE or an SAP affiliate company. All rights reserved.

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A field in the recipient master record.

Use This field determines the minimum number of days that a time-based equipment (TBE) is in use per recipient. If the equipment is shipped prematurely to a different activity type or usage location the full number of days till deadline is settled. This option from deadline logic is usually recommended if you know in advance how long the equipment is required. This is usually necessary to obtain a base for planning.

Prerequisites The settlement indicator and deadline logic indicator are set in the recipient master.The deadline logic 1 (minimum usage period) has been set for the combination document type, movement type, and activity number in the Customizing settings for ETM under Logistics - General Equipment and Tools Management (ETM) Operations and Functions Settlement Settlement Basic Data Usage Period Deadlines per Transaction Type and Activity Type .

Example 1 Minimum usage period: 16 days A crane is shipped to usage site A on January 1 st and removed on January 10 th . According to the shipping document 10 days plus a surcharge of 6 days (total 16 days) are settled on usage site A. However if the crane exceeds the minimum usage period on the usage site the restricted usage changes to an unrestricted usage and the Release Notification Limit for Unrestricted Usage , and therefore the associated rules, come into effect.

Example 2 The usage site manager ships the crane to usage site B on January 18 th without prior release notification. The release notification limit for unrestricted usage is five days (RelNotAllUnrUsg field in recipient master) and the surcharge for unrestricted usage is 3 days (SrchrgeUnrstUse field in recipient master). The usage site manager has not met the release notification limit of five days, therefore 18 days plus three days surcharge (total 21 days) is settled.

1.2.1.3.4 Surcharge for Unrestricted Usage Definition A field in the recipient master record.

Use This field specifies the number of days per recipient that can be charged as a surcharge for unrestricted usage if a deadline in the deadline logic is exceeded.

Integration This field is integrated with the field Release Notification Limit for Unrestricted Usage .

1.2.2 Document Entry Use ETM distinguishes between two categories of document: Shipping Document Performance-based equipment document

Shipping Document You can send equipment, material or packages with a Shipping Document . There are the following document types: Acquisition (for example, when equipment is purchased, leased or rented) Change of activity type (for example, change of activity type from "in operation" to "downtime". The equipment remains on the same usage site). Shipping from usage site A to usage site B Retirement (for example, when equipment is sold, scrapped or when the rental agreement comes to an end) Inventory or inventory adjustment postings

Performance-based equipment document You can enter and store the number of hours that equipment has been in operation on a usage site in the Performance-Based Equipment Document . There is the following document type that can be copied any number of times:

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Machine/operator’s report

Prerequisites Only physical equipment and materials are allowed. The equipment must have been assigned to an equipment type. The equipment must be allowed in document entry. The document type must have been defined. The recipient (ship-to party) must have been created in the appropriate sales area.

1.2.2.1 ETM Document Entry - Terminology Some of the terms that are important in ETM are listed and explained below.

Recipient Master Record Internal ship-to party Usage site to which equipment is sent.

Note Internal construction site in an enterprise.

Ship-to party (joint venture) A joint venture is, from the point of view of a construction enterprise, for example, also an internal construction site to which equipment and materials are sent. However, you must also enter an external sold-to party in the recipient (customer) master record. The external sold-to party is required for customer settlement purposes. External sold-to party Customer or debtor that is used externally for customer settlement. Customer internal settlement (internal sold-to party) From an ETM point of view, customer internal settlement represents the internal sold-to party that appears in the order header during internal settlement. The customer (internal settlement) is necessary purely from a sales and distribution point of view (it represents the bill-to party and the payer). It has no relevance within a company code in ETM since the providing party or the debited party (for example, equipment and WBS element) is relevant to postings in FI/CO during settlement. However, the customer (internal settlement) plays an important role in operations across different company codes. See: Example: Settlement Across Different Company Codes Using EDI for further information on this subject.

Control Parameters in the Recipient Master Record Recipient type The recipient type is a central control element in ETM. Different recipients can be grouped together to form a recipient type. You use the recipient type to assign a reference type, and therefore also an account assignment object, to the recipient. This enables you to make postings to FI/CO. Reference type The reference type controls which account assignment object (for example, WBS element, project definition, CO order, cost center, PM order) is used for settlement purposes and for postings to FI/CO. Settlement indicator This indicator controls whether ETM basic data and settlement data for the appropriate recipient, standard recipient or dummy recipient is used in settlement. (3-level hierarchical access) Standard recipient and dummy recipient These are fictitious recipients; their ETM settlement data is valid for a group of recipients during ETM settlement. This entails less maintenance when you want to change the control parameters. You only need to make the changes in the master record of the fictitious recipient (standard recipient or dummy recipient) and the changes will take effect for all recipients in the group as of the next settlement run. (See “Settlement indicator” above for further information). Settlement type The settlement type determines how the recipient is settled. Together with the Calendar ID , the Complete month and the No. days/month indicators in the ETM settlement data of the recipient master record, it forms an important factor in long-standing determination of settlement data. There are the following settlement types for long-standing data determination: 1. 2. 3. 4. 5.

Complete months + remaining calendar days Complete months + remaining working days Calendar days Working days Customer logic

If you want to use method 1 or 3 (calendar days), you have to enter the number of calendar days per month (for example, 30) that you want the system to use

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If you want to use method 1 or 3 (calendar days), you have to enter the number of calendar days per month (for example, 30) that you want the system to use as a basis for its calculations. If you want to use method 2 or 4 (working days), you have to enter the number of working days per month (for example, 20) that you want the system to use as a basis for its calculations. In addition to the number of calendar or working days per month, you must also set the Complete month indicator to 1 or 2 for settlement types for which a complete month is relevant. If the settlement type is 3, the system determines the actual number of calendar days. All other statistics, including the Calendar ID indicator, have no effect on the calculation. If the settlement type is 4, the system determines the number of working days by using the factory calendar ( Calendar ID indicator). All other statistics have no effect on the calculation. If the settlement type is 5, the system determines the number of days for settlement from customer specific logic implemented in the BAdI method /sapcem/badi_days_calculate days_calculate . All other statistics have no effect on the calculation. Note that if this BAdI method is not implemented, number of days calculation does not take place.

Note Normal case: internal construction sites To fulfill German requirements (commissioning month = 30 calendar days = 170 commissioning hours), you must make the following settings. These settings will vary from country to country. (Also valid for February): Settlement type = 1 (complete month + remaining calendar days) and Complete month indicator = 2 (whole month is encompassed), Days/month = 30 (calendar days), Hours/month = 170. Special case: joint ventures If equipment is in operation on a usage site from Oct. 1st until Oct. 31st, then according to the contract, 31 days should be included in settlement and if equipment is in operation on a usage site from Nov. 1st until Nov. 30th then 30 days should be accounted for in settlement. The recommended settlement type in this case would be Calendar days .

Retirement date for time-based equipment If this indicator is set (in ETM settlement data in the recipient master record), the retirement date is included in the settlement of time-based equipment. The retirement date is the actual date on which the physical shipping of the equipment from one usage site to the next takes place. If the activity type is changed several times after the equipment has been sent to a usage site, the last day of the last activity type before the ETM settlement run is not regarded as the retirement date from this usage site. This day is settled normally, in other words in accordance with the equipment activity and settlement type and the available shipping and PBE documents. Acquisition date for time-based equipment This date always counts when the commissioning period is calculated and is therefore always included in settlement. There is no special indicator in the recipient master record. Retirement date for performance-based equipment (PBE) This indicator determines whether the retirement date is included for performance-based equipment when you use the Filler Calendar for Performance-Based Equipment function, in other words whether hours are automatically generated for the retirement date. The hours are only generated if at least one unit of activity (for example, one hour) has been entered with a PBE document within the whole period of time. If no PBE document has been entered in the period of time, the equipment activity is calculated in accordance with the shipping document (special case). Use This indicator is only of importance for internal settlement and only when the filler calendar for PBE takes effect. If you have set the RetireDate/PBE indicator in the recipient master record, then the system generates a PBE document for the equipment on its retirement date when you execute the filler calendar function. Only the actual units of activity (without hours that have been generated by the filler calendar) are included in external settlement for external sold-to parties. You cannot control this by using Customizing settings.

Note PBE documents that have been entered manually are always included in settlement. The RetireDate/PBE indicator does not exclude PBE documents that have been entered from settlement.

Acquisition date for performance-based equipment (PBE) See: “Retirement date for performance-based equipment”. PBE as TBE If you set this indicator in the recipient master record, equipment that has been defined as performance-based equipment (Customizing for Equipment and Tools Management (ETM) under  Operations and Functions Stock Check for Equipment Stock Check per Equi. Type for Performance-Based Equi. ) is treated as time-based equipment in settlement for this recipient. This means that the equipment is not settled on the basis of the PBE document, but on the basis of the shipping documents. You can find further information on this subject under Settlement of PBE as TBE.

Equipment Master Record Time-based equipment Equipment that has been defined as time-based, for example a crane, is usually commissioned for a specific length of time on a specific usage site. This period of time is always settled in days for time-based equipment. The shipping document is used as basis for settlement for time-based equipment. The PBE document is not taken into account for time-based equipment. If it were, settlement would take place twice – once using the shipping document and once using the PBE document. Time-based equipment can be an equipment item or multipart equipment.

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For further information, see Settlement of Time-Based Equipment. Performance-based equipment Equipment that has been defined as performance-based, for example an excavator, is usually settled in hours on the basis of the PBE document. The performance-based equipment document is used as basis for settlement for performance-based equipment. If no PBE document has been created for the complete commissioning period, the shipping document is used as a basis for settlement. PBE is usually expensive equipment and managed in stock as an equipment item. To keep the equipment costs as comprehensive as possible, it is usually a good idea to create a separate PM order administrator (cost collector) for each equipment item.

Note Due to contractual agreements, PBE must sometimes be settled using the shipping document for specific ship-to parties (for example, joint ventures). If you want to represent this case in the system, you must set the PBE as TBE indicator in the recipient master record. You can find further information on this subject in the section PBE as TBE and under Settlement of Performance-Based Equipment.

Stock check for performance-based equipment A check takes place to determine whether the equipment type that has been defined for the equipment (in Customizing) is relevant to the stock check or not.

Note The Price group (material group) indicator in the equipment master record is only relevant to pricing.

Equipment item You can find further information under “Performance-based equipment”. An equipment item is usually defined as performance-based equipment but can also be time-based equipment. Multipart equipment Equipment such as drilling machines, grinders, scaffolding and shuttering that do not have their own inventory number. You cannot define multipart equipment as performance-based.

Document Entry Activity and settlement type (AS type) There are different activity and settlement types, for example, in operation, downtime, available for use. An activity type does not have to be a settlement type and vice versa. Condition techniques and the pricing procedure in SD determine which condition types are used in settlement. For example, you can define that rental and repair costs are due when equipment is in operation, only rent has to be paid when the equipment has been assigned the activity type “downtime” and there are no extra costs at all when the equipment is available for use.

Note Equipment is in operation on a usage site for five days (activity type: “in operation”). For two of these five days, the activity type of the equipment is changed to “downtime” because no work was done on the usage site on these two days. Result in settlement: The usage site is charged for 3 days in operation (for these three days the usage site has to pay rental and repair costs) and 2 days downtime (for these two days the usage site only has to pay rental charges). For further information, see: Settlement of Activity and Delivery. Acquisition We use the term acquisition when equipment is entered in the company stock for the first time, for example after it has been bought, leased or rented. You can send equipment directly to a usage site without having to first send it to the contractor’s yard, warehouse or storage location. Retirement We use the term retirement when equipment is sold, scrapped or returned to an external rental service. The physical “retirement” of equipment when it is sent from one usage site to another usage site is not referred to as retirement but as shipping. Shipping All equipment, irrespective of whether it is performance-based or time-based, is usually sent from one usage site to another usage site by means of a shipping document (historical inventory management). In this case, building contractor’s yards and storage locations are also regarded as usage sites from which equipment can be sent. Change of activity type We use the term change of activity type to represent the case when the activity and settlement type of equipment on a usage site is changed as of a specific date but the equipment itself remains on the same site.

Example On 10.01. shipment of an equipment to usage site A with activity type Usage . From 11.14. the activity type changes from Usage to Available , on 11.20. the equipment again has activity type Usage , on 11.30. the settlement runs. The equipment is removed from usage site A on 12.15. The

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commissioning time for this equipment on usage site A is hereby ended.

Note If the activity type is changed several times after the equipment has been sent to a usage site, the last day of the last activity type before the ETM settlement run is not regarded as the retirement date from this usage site. This day is settled normally, in other words in accordance with the equipment activity and settlement type and the available shipping and PBE documents. We only use the term retirement date when the equipment is physically sent from one usage site to the next.

ETM Settlement Commissioning time The commissioning time, or commissioning period, covers the time from the start of the usage period until the end of the usage period or until the settlement date if the equipment is still in use on the settlement date. It is of no importance how often the activity type for the equipment has been changed in this time.

1.2.2.2 Integration with SAP Standard SD Settings for sales documents determine how a business process is performed: Sales and billing documents are provided in the Customizing for the SAP Discrete Industries (DI) System. You can make ETM-specific settings in Customizing for Equipment and Tools Management (ETM) under Operations and Functions Document Types Integration with SAP Standard SD .

Caution If you copy a client the Customizing settings are not copied to the target client. You have to manually copy them. In this respect look at note 217012.

1.2.2.3 Shipping Document Definition A document that enables you to send equipment, materials (resources) or packages with information on quantity and activity type.

Use You can perform the following with a shipping document: Send Equipment , material or a package to a usage site for the first time → acquisition Send equipment, material or a Package from one usage site to another usage site → shipping Change the activity type of equipment → Change of activity type Send equipment from a usage site for the last time → retirement Clearing a Usage Site Reset delivery → park document Transfer confirmed requirements from planning Perform adjustment postings → inventory

Prerequisites The equipment must be allowed for the document category “shipping document”. The equipment can only be entered in a shipping document once. The equipment type must have been assigned to an inventory management type (chronological inventory management, chaotic inventory management or no inventory management at all). If you want to ship materials (see: Shipping of Materials ), you must have entered an Intermediate Recipient .

Structure Header and item data Data relevant to billing General data Document-specific data

Header data for the shipping document

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Document number External document number Sender

Building contractor’s yard 01

Recipient

Usage site 02

Total weight

16 000 kg

Document date

15.07.99

Item overview for equipment Item

Equipment

Desc.

Qty

UM

AT

Settl. pckge Number in ind catalog

10

10000055

Digger

1

Itm

E

20

10001460

Settl. pckge

1

Itm

E

Yes

Settl. pckge Number in ind catalog

3301-0050

Total weight

7.400

kg

Rm stk

Unit

0

Itm

0

Itm

Rm stk

Unit

Item overview for material Item

Material

Desc.

Qty

UM

AT

Total wght

30

1588

Shovel

3

Itm

NH

628160

3

kg

47

Itm

40

1456

Wheelbarrow

5

Itm

NH

628161

50

kg

0

Itm

50

1592

Fence

10

Itm

NH

628162

400

kg

10-

Itm

60

1593

Door

1

Itm

NH

628163

60

kg

5-

Itm

All item detail data in the shipping document is passed as read-only to the BAdI /SAPCEM/SHIPDOC.

1.2.2.3.1 Creating a Shipping Document Prerequisites You must know the following if you want to create a shipping document: which type of document you want to create (acquisition, retirement, change of activity type, shipping or inventory document)

Procedure 1. On the initial screen choose Logistics Construction Equipment Management or enter transaction J3GI. The Create Shipping Document: Initial Screen appears. 2. Enter a document type.

Transaction Data

Documents

Shipping Documents

Change

Note The document type in (settings in Customizing) controls which resources you can enter in the shipping document. The screen layout for the shipping document (settings in Customizing) determines which fields are displayed and which are hidden in the document, which fields are required entry fields and which are optional. 3. Choose Enter . 4. Enter an external document number.

Note If you do not enter an external document number in this field, the system saves the internal document number as the external document number. 5. Enter a document date. This date must be later than the valid-from date of the equipment you want to enter. 6. Enter a sender and/or a recipient in accordance with the document type. Depending on whether you are dealing with an acquisition, shipping, a change of activity type or a retirement, you must enter a sender and/or a recipient. 7. Enter your desired equipment or material on item level. Enter a quantity and an activity type for each item. You do not have to enter a quantity for equipment items. The system automatically enters the value 1.

Note You can only enter materials for which a material type has been defined in Customizing. Because of the link to Materials Management (MM), during shipping if the sender and/or recipient has reference type Warehouse the system posts a material document when you save the shipping document. 8. You can transfer equipment that has been planned from the requisition note to the shipping document by choosing Requirements . This only applies to requirement items that have the status Confirmed .

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The status changes to reflect the fact that shipping has taken place when you transfer a requirements item. If you then delete this item from the shipping document, the status in the requisition note returns to Confirmed and the item is displayed for this recipient again the next time you want to transfer confirmed requirements. You can find further information on this subject under Changing and Displaying the Requirements Overview .

Caution At present, the system does not perform a stock check to determine whether the equipment really is on the sending site. 9. Using function Clear usage site a list of equipment and material belonging to the sender appears. In this list you can change the quantity and the activity type and copy them to the shipping document. 10. Using Header Item you can navigate between header and item data, for example if you want to change the document date, recipient, or so on. 11. Save your shipping document after you have entered all the items. A message confirming that the data for the shipping document/shipping document number has been saved appears at the bottom of the screen.

Result You have created a Shipping Document .

1.2.2.3.2 Changing, Displaying and Canceling a Shipping Document Prerequisites The shipping document or the item cannot have already been deleted, cancelled or already included in the settlement run. The item you want to change cannot have already been included in Location Setup .

Procedure Changing a shipping document On the initial screen choose Logistics → Equipment and Tools Management → Transaction Data → Documents → Shipping Documents → Change or enter transactionJ3GI The Change Shipping Document: Initial Screen appears. Enter a document number. You can display the SD orders for this shipping document by choosing Display document flow . If you choose Display document flow on item level, the system only displays the SD order for the item. If you double-click on the item you can branch directly to the SD order. Choose Enter . Add additional items to the shipping document.

You can define and save your own display variant using table settings. Change the existing items. You can change the quantity as long as no SD orders or follow-on documents have been created for the item. You can delete an item by selecting it and then choosing Edit → Delete item Through menu entry Shipping document → Change End of Usage Period you can change the usage period for documents that do not have status 1 (standard). A table containing all items that can be changed appears. If you choose Edit Initialize → Log you initialize the error log, for example containing errors from Copy requirements . If you have maintained the required ETM-specific settings in Customizing ( Equipment and Tools Management (ETM) → Operations and Functions → Document Types → Measurement Document Entry → Measurement Document Entry in Shipping Document ), the symbol Measurement Document appears in the shipping document. Using this function you can branch to the measurement document and maintain the measurement document data for a shipping document item. Save your changes. A message confirming that the data for the shipping document/shipping document number has been saved appears at the bottom of the screen.

Displaying a shipping document On the initial screen, choose Logistics Equipment and Tools Management → Transaction Data Documents → Shipping Documents → Display or enter transactionJ3GJ The Display Shipping Document: Initial Screen appears. Enter a document number or select one by means of the External Document number. You can display a list of all shipping documents by choosing Documents → Shipping Documents → List of Shipping Documents . If you double-click on the document number, you can branch directly to the shipping document. If you select function PriceInfo you branch to the cost overview for the selected item. Choose Environment → Change Documents to branch to the change documents of the shipping document.

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Canceling a shipping document On the initial screen choose Logistics → Construction Equipment Management → Transaction Data → Documents → Shipping Documents → Change or enter transactionJ3GI The Change Shipping Document: Initial Screen appears. Enter the document number that you want to cancel. Choose Shipping document → Cancel document . A dialog box appears. You must confirm the prompt if you are sure that you want to delete the document. The status of the document items changes accordingly. Save the shipping document. If you call the document again in change mode, a message confirming that the document has been cancelled appears at the bottom of the screen.

You cannot change or add items to a shipping document that has been cancelled/deleted. You can only display shipping documents that have been cancelled/deleted.

1.2.2.3.3 Creating a Shipping Document by Copying from a Template Prerequisites The reference document determines the document category and transaction type.

Use The reference document serves to help you enter data.

Procedure 1. On the initial screen choose Logistics Equipment and Tools Management Transaction Data Documents Shipping Documents Create . The Create Shipping Document: Initial Screen appears. 2. You have two options if you want to create a shipping document by copying: 1. by choosing Copy from or Shipping document Create by copying on the initial screen 2. on the entry screen 3. choose Create with reference . The Create Shipping Document: Initial Screen appears. 4. Enter the number of the document to be copied and choose Enter . The document date, sender and recipient are displayed so that you can change them if required. Change this data if required and choose Copy to copy the whole document. In the Document type field you can change the document type. If you only want to copy certain items, choose Item selection , select your desired items and choose Copy . The system copies the items that you have chosen to the new shipping document. You can display a log of any error messages. 5. Save your shipping document after you have entered all the items. A message confirming that the data for the shipping document/shipping document number has been saved appears at the bottom of the screen.

Result The shipping document has been created.

1.2.2.3.4 Parking and Releasing a Shipping Document Use You park a shipping document for the following reasons: to enter a delivery that you do not want to assemble until a later date to ensure that the documents are entered chronologically (for Chronological Inventory Management ).

Procedure 1. On the initial screen choose Logistics Equipment and Tools Management Transaction Data Documents Shipping Documents Change . The Change Shipping Document: Initial Screen appears. 2. Enter a document number or choose an external document number and choose Enter . 3. Choose Shipping document Park/release document Park document . The internal/external document status changes accordingly.

Caution

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Equipment stock is not updated and material documents are not posted for documents that have been parked. This does not happen until the documents have been released. If the document has been parked, the equipment contained in it can be sent to other usage sites. 4. If you want to activate a shipping document that has been parked, choose Shipping document Park/release document Release document 5. Save your changes. A message confirming that the data for the shipping document/shipping document number has been saved appears at the bottom of the screen.

.

1.2.2.3.5 Creating a Shipping Document from Confirmed Requirements Use Using this function you can automatically create shipping documents based on confirmed ETM or work center requirements.

Prerequisites Confirmed requirements must exist for the recipient on the document date.

Procedure To automatically generate shipping documents, proceed as follows: 1. On the initial screen choose Logistics Equipment and Tools Management Transaction Data Documents Shipping Documents from Confirmed Requirements or enter transaction /SAPCEM/VS_CREATE . The Create Shipping Documents With Confirmed Requirements screen appears. 2. You can enter either the sender or the recipient.

Shipping Documents

Create

Note If you enter the sender the system determines whether confirmed requirements exist for equipment for this sender. If so the system generates a simulated shipping document and displays a list of results. If you enter the recipient the system determines whether confirmed requirements exist for this recipient. A comparison against the stock from possible senders takes place. If a confirmed requirement can be met the system generates a simulated shipping document and displays a list of results. 3.

Select the radio button Yes or No for Material reservation .

Note You can use these radio buttons to define whether the system displays existing material reservations. On the next screen you can copy this with the Reservation button. 4.

Restrict your selection in the screen areas Shipping document data , Requirement period , and Equipment restriction .

Note If the quantity in the confirmed requirement is greater than the quantity available on any sender and the Split requirement checkbox in the screen areaRequirement period is set, the system displays a warning message to the effect that the complete quantity is not available. If you continue to create the shipping document, the system splits the ETM requirements and also splits the one requisition note into two items. The first item has the status 4 (Shipping created ) with the available quantity, the other item has the status 2 (Confirmed ) with the remaining quantity. 5. 6. 7.

Choose Execute. A list of results appears. Using the button Split document you can select individual items in a simulated shipping document and generate another simulated document for these items by pressing this button again. 8. If you select a correct simulated shipping document and press the button Create document the system generates the shipping document. 9. If you select a shipping document and choose the button Park Document the system parks the shipping document, meaning it is not available in ETM settlement.

1.2.2.3.6 Listing Shipping Documents Procedure If you want to display a list of existing shipping documents, proceed as follows: 1. On the initial screen choose Logistics Equipment and Tools Management Transaction Data Documents Shipping Documents List of Shipping Documents or enter transaction /N/SAPCEM/SDL. The List of Shipping Documents screen appears. 2. Select the data you want to display by entering the desired data in the screen areas Doc. data , Hdr data , and Entrd/Chngd by , and choose Execute .

Note The Document date and Number of Document Items fields are filled, however you can change them. The value in Number of Document Items specifies the maximum number of document items to be imported. If the number of imported data records exceeds this value a dialog box appears. If you choose No processing is terminated. If you choose Yes the first document items in the selection are displayed.

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3. Using the functions First Column , Last Column , Previous Column , and Next Column you can scroll through the list.

1.2.2.3.7 BAPIs for Maintaining ETM Shipping Documents Definition In the business object ShippingDocumentCEM the following methods and BAPIs (Business Application Programming Interfaces) are available for maintaining shipping documents: Methods: ShippingDocumentCEM.Cancel (cancel shipping document) ShippingDocumentCEM.Change (change shipping document) ShippingDocumentCEM.Create (create shipping document) ShippingDocumentCEM.GetDetail (shipping document details) ShippingDocumentCEM.Park (park shipping document) ShippingDocumentCEM.Release (release shipping document) For more information see the documentation for the corresponding BAPIs: /SAPCEM/BAPI_SHIPDOCCEM_CANCEL SAPCEM/BAPI_SHIPDOCCEM_CHANGE SAPCEM/BAPI_SHIPDOCCEM_CREATE SAPCEM/BAPI_SHIPDOC_GETDETAIL SAPCEM/BAPI_SHIPDOCCEM_PARK SAPCEM/BAPI_SHIPDOCCEM_RELEAS

Use BAPIs can be of assistance to users who do not have direct access to the SAP System or to companies that use distributed systems.

1.2.2.3.8 Clearing a Usage Site Use If you want all the equipment and materials to be removed from a usage site in one operation. From the point of view of the sending site, this function serves as an aid to entering data with a stock overview.

Procedure 1. On the initial screen choose Logistics Equipment and Tools Management Transaction Data Documents Shipping Documents Create . The Create Shipping Documents: Initial Screen appears. 2. Enter the Document Type and choose Enter . The Create Shipping Document: Item Data appears. 3. The Create Shipping Document: Item Data screen appears. Enter the date on which you want the usage site to be cleared or on which individual equipment items should be sent in the Document date field. 4. Enter a sender in the Sender field and a recipient in the Recipient field. 5. Choose Clear usage site . A dialog box appears. It displays a list in which all the equipment and material from the sender is selected. You can copy all the selected items to the shipping document from here. A dialog box appears if errors occur whilst the data is being copied. You can display the log and make any necessary changes. 6. Choose Execute. 7. Save the shipping document. A message confirming that the data for the shipping document/shipping document number has been saved appears at the bottom of the screen.

Result The shipping document has been created.

1.2.2.3.9 Shipping of Materials Use You can use a shipping document to send not only equipment but also materials.

Integration There is always a link to Inventory Management if either the sender or the recipient in the shipping document is of reference type “warehouse/storage location”.

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Example If you use a shipping document to send material to a warehouse (for example, acquisition of 26 items of material 4711), then as far as inventory management is concerned, this means an acquisition of 26 items in ETM as well as 26 items in MM. You can branch to the material document by double-clicking on it in the shipping document.

Note If you post both equipment and materials in the same shipping document and you then discover that you did not want to post the material and you cancel it, the equipment is also cancelled.

Recommendation Cancel the document completely and create a new document using the Copy from function. If you create material documents in ETM you should also cancel them in ETM and not in MM. If you cancel them in MM you will no longer be able to call the shipping document. Inventory Management Intermediate Recipient Material Master Data

1.2.2.3.10 Inventory Management Use We distinguish between inventory management for equipment and inventory management for materials. You can define on different levels whether you want inventory management to take place (for example, on document level, on recipient level, on equipment level or on material level) and which type of inventory management you want to take place. There are two types of inventory management: Chronological inventory management, without missing parts/shortfall quantities: you must enter the shipping documents in chronological order. This means that you cannot enter a shipping document to send equipment or material from usage site A (sender) to usage site B (recipient) until the equipment or material really is available (in stock) on usage site A (sender). Chaotic inventory management, with missing parts/shortfall quantities: you can enter a shipping document for equipment/material without it previously having been posted to the site you want to send it from. You can post the acquisition document for the sending site at a later date. For more information, see Stock Control .

Prerequisites You must have made the appropriate settings in Customizing for ETM.

Activities Making settings for equipment inventory management You can control the inventory management type for equipment on three levels in the following sequence: Document category Recipient type Equipment type If you want to use chaotic inventory management for specific equipment, you must ensure that you have set chaotic inventory management on all of these three levels. If you do not do this, the system uses the inventory management type and chaotic inventory management is not the first in the set sequence of inventory management types in the system.

Example 1 Inventory management for document category “shipping document” = chaotic Inventory management for recipient type “internal usage site” = chronological Inventory management for equipment type 2000 = chaotic (setting no longer necessary) Result: inventory management would be chronological for equipment of equipment type 2000 and recipient of recipient type “internal usage site”.

Example 2 Inventory management for document category “shipping document” = chaotic Inventory management for recipient type “warehouse” = no inventory management Inventory management for equipment type 2000 = chaotic (setting no longer necessary) Result: no inventory management takes place for all recipients of recipient type “warehouse”.

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Making settings for material inventory management You can control the inventory management type for materials on two levels in the following sequence: Document category Material type/recipient type If you want to use chaotic inventory management for specific materials, you must ensure that you have set chaotic inventory management on both of these levels. If you do not do this, the system uses the inventory management type and chaotic inventory management is not the first in the set sequence of inventory management types in the system. Inventory management for document category “shipping document” = chaotic Inventory management for material type “non-consumable materials”/recipient type “internal usage site” = chaotic Result: inventory management would be chaotic.

1.2.2.3.11 Intermediate Recipient Definition Physical material deliveries from one usage site to another (onward delivery) require a “warehouse/storage location” in the system as a type of intermediate recipient. This “warehouse” is known as the “intermediate recipient”.

Use If materials are shipped from usage site to usage site, the warehouse, or intermediate recipient, must first purchase back the materials and then resell them to the next usage site. The Intermediate Recipient adopts the double role of the warehouse to which the sending usage site would return the materials and from which the receiving usage site would receive these materials. The intermediate recipient must have reference type “warehouse”. For more information about the intermediate recipient, see the appropriate chapters in the IMG under: Define Document Types Intermediate Recipient per Organizational Structure Intermediate Recipient Indicator for Material Shipping

Integration The system checks the Intermediate Recipient when you create a shipping document (see: Creating a Shipping Document ) if the resource “material” has been defined in the document type. You can define an intermediate recipient per company code, business area and plant in Customizing. This intermediate recipient appears as default entry when you enter a shipping document but you change it in accordance with your Customizing setting.

Structure (Intermediate Recipient Within a Company Code)

Structure (Intermediate Recipient Across Different Company Codes)

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1.2.2.4 Performance-Based Equipment Documents Definition A performance-based equipment document contains the following information: actual number of hours worked per activity type and equipment operating hours of equipment for a specific usage site.

Use Depending on your company’s requirements, you can define whether you want performance-based equipment documents (PBE documents) to be entered as daily documents (multiple item entry), daily documents (single item entry) or as weekly documents. You can make this setting in Customizing for ETM under Operations and Functions Document Types Define Document Types Details PBE dsply var.

Recommendation If you want to be able to use all three types of document, you must create three separate document types, each of category PBE document , and then assign the appropriate PBE display variant to each of the three document types.

Prerequisites The PBE document must have been defined as a document type in Customizing It must be of document category: PBE document The equipment that is entered in the PBE document must be: Performance-based equipment Equipment item of document category: PBE document If you want to use the measuring point functions, two measuring points/counters must have been created in the equipment master record for each equipment (an actual measuring point and a calculated measuring point) Appropriate settings must have been made in Customizing Equipment cannot have been entered as an item more than once in the same PBE document with the same ship-to party No Inventory Management check takes place when you enter PBE documents

Structure Header data General data for each item Data relevant to billing for each item Example of a weekly document. recipients are 100050, 100101, 100102; equipment is 300000005 and 30000006 Header data for the PBE document Period

01.02.1999

External document number

123

03.02.1999

Personnel Number Recipient

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Equipment

Item Data Performance Document Item

Pers.Nr.

Recipient

Equi.

AT

UM

01.02.

02.02.

10

100101

10000102

E

H

3.000

1.000

20

100050

30000006

E

H

2.000

30

100050

30000005

E

H

40

100102

10000102

S

H

03.02.

2.000 4.000

1.000

1.000

Measuring point

WBS element

1200

ESL004

1310

ESL003

1309

ESL003

1200

ESL002

Integration For more information, please see: Measurement Documents and Measuring Points and Counters (PM-EQM-SF-MPC) .

1.2.2.4.1 Entering a PBE Document Use The function Enter PBE document covers Create PBE document and Change PBE document .

Prerequisites The document type for PBE documents must have been defined.

Procedure 1. On the initial screen choose Logistics Equipment and Tools Management 2. The Create PBE Documents: Initial Screen appears. 3. Enter the Document type , for example operator’s report.

Transaction Data

Documents

PBE Documents

Enter

.

Note The system only displays document types of document category PBE document . 4. Choose Copy . 5. The system displays the daily document (multiple item entry), daily document (single item entry) or the weekly document in accordance with the settings in Customizing. 6. In the document header data enter the period of time , the recipient , and, if appropriate, an internal or external document number . You can use the F4 search help to find the PBE document. If there is more than one document with the same external number, the system displays a list of these documents and you can choose the required document from the list.

Note You can enter either the internal or the external document number in the Ext. doc. no. field.

Recommendation If you are entering a lot of data at once, we recommend that you enter a complete month for the period and then navigate using Previous calendar week and Next calendar week . This simplifies subsequent entry. 7. Choose Enter .

Recommendation If you want to enter performance/activity units for more than one recipient and more than one equipment item in one document, we recommend that you use a variant. If you want to enter more than one equipment item for one recipient in one document, enter the recipient in Recipient field in the Header data area of the screen and leave the Equipment field empty. You can then enter the performance/activity units for several equipment items for this one recipient. Or you may wish to enter data for one equipment item and more than one recipient . If this is the case, proceed as described above, but enter the equipment number in the Equipment field and leave the Recipient field empty. You can then enter the equipment performance with the appropriate activity type for each recipient. 8. You can switch between item level and header level by using the function Item Header . 9. You can view the subsequent sales order by using the function Document flow . 10. You can enter user-specific data on item level using the button User-spec. data . You can enter user-specific data for a specific day. If the userspecific data differs on day level entry on item level is not possible. 11. In the item data enter data for recipient , equipment and activity type and choose Enter . A dialog box appears requesting you to assign an actual/theoretical category to the measuring point. If you select a measuring point the assignment is automatic based on the Customizing settings under Logistics – General Equipment and Tools Management (ETM) Operations and Functions Document Types Measurement Document Entry Measurement Document Entry in PBE Documents .

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12. You only have to assign one or two measuring point(s) to the equipment item the first time you enter a PBE document for this equipment item.

Note The Measuring Point must have already been defined in the equipment master record under also required in Customizing for ETM and Plant Maintenance .

Extras

Measuring points/counters

. Settings are

13. Choose Execute. A dialog box appears, displaying the selected measurement point(s) for the equipment. 14. Accept this data. 15. Enter the performance/activity units for the appropriate days.

Note The system only displays the measurement document for entering the counter reading on the day that has been defined in Customizing for ETM under Operations and Functions Document Types Define Document Types . Enter the correct value for the counter reading and choose Back . 16. Place the cursor in the quantity field for the date. You can branch to the measuring document for this day (if one exists) by choosing Details Measuring document Display . 17. You can display information on the activity type, number of hours and the utilization of capacity as a percentage in the time period you have entered by choosing Usage statement . 18. Save your entries. A message confirming that the data for the PBE documents has been saved appears at the bottom of the screen. 19. If no stock exists you can park the PBE document using PBE Document Park Item Park Item . 20. You can park or release the PBE document using report /SAPCEM/AUSPARKEN_LGBELEG. 21. You can delete or reverse LG documents that are not settled.

Result PBE documents have been created. You can display PBE documents that have been entered by choosing Document List for PBE and making the appropriate selection. You can display additional information such as date created, user, measuring point and so on with Select Item Choose detail . If you want to change existing PBE documents proceed as described in points 1 to 7 above, make the desired changes, and save.

Note If you want to delete an item, select it and choose Delete Line .

1.2.2.4.2 Displaying a PBE Document Prerequisites Performance/Activity units have already been entered for the period of time in question.

Procedure 1. On the initial screen choose Logistics Equipment and Tools Management Transaction Data The Display PBE Document: Initial Screen appears. 2. Enter the document type and choose Enter . The PBE Document (MACHINES) Display Header and Item Data: Detail screen appears.

Documents

PBE Documents

Display

.

Note The system only displays document types of document category PBE document . 3. Enter the relevant period and recipient, and choose Enter .

Note Evaluations and Reporting Functions: You can display a list of PBE documents by choosingDocuments PBE Documents Document List for PBE Document List for PBE. You can display this information in graphical form by choosingDocuments PBE Documents Document List for PBE Evaluation of Hours. You can display PBE documents by choosingDocuments

PBE Documents

Document List for PBE

Display PBE Document.

1.2.3 Calendar Maintenance Use In accordance with settings for the Settlement Calendar (date, activity type and access sequence), you can takes changes of activity type into account in settlement without shipping documents having previously been created.

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Likewise, performance-based equipment documents (PBE documents) can be generated with the Filler Calendar for Performance-Based Equipment in accordance with the settings for date, activity type and access sequence for this calendar.

Integration The data that is created by calendar maintenance is processed using the condition technique in the SD order.

Prerequisites The settlement calendar only takes shipping documents into account. The PBE filler calendar only takes effect for performance-based equipment (PBE documents).

Features In accordance with the access sequence that has been defined for settlement, the settlement calendar simulates a change of activity type. The PBE filler calendar creates missing PBE documents or completes existing PBE documents that are incomplete.

Activities The appropriate settings must have been made in Customizing and appropriate transaction data must have been defined.

1.2.3.1 Settlement Calendar Use The settlement calendar enables you to enter and store important settlement data for equipment on different levels per day or period of time. It consists of the following functions: Creating a Settlement Calendar Releasing Entries in a Settlement Calendar

Integration You have to release all the entries in the settlement calendar after you have entered them. Entries in the settlement calendar will not be taken into account in the Generation of SD Orders until they have been released.

Prerequisites You can make settings in Customizing to control the following: which settlement and activity type is taken into account in the settlement calendar whether the settlement calendar or the document activity and settlement type is dominant (Customizing for Equipment and Tools Management (ETM) Operations and Functions Settlement Settlement Calendar ) which access sequences the system uses (Customizing for Equipment and Tools Management (ETM) Operations and Functions Settlement Pricing ).

Features Users should make entries in the settlement calendar. Releasing entries has a major impact on the generation of SD orders. The release acts as a type of control mechanism and should be carried out by an authorized person. The settlement calendar is only of relevance for shipping documents and not for PBE documents.

Example 1 Equipment is in operation on usage site A from 12.01. – 12.30. No work is done on usage site A on 12.12. due to severe weather conditions. So that this can be taken into account in settlement, the appropriate activity type for bad weather is set on usage site level for this site and on this date. Result in settlement: the activity type for bad weather is used in settlement for all equipment on this usage site and on this date Equipment is split into several SD items in ETM Settlement . Different settlement condition records can be used depending on the activity and settlement type. You can define these using condition techniques in the SD module.

Example 2 The whole company is shut down from December 24 th until January 3 rd . If you want this to be taken into account in settlement, you must make appropriate settings on the highest access level (company code). Result in settlement: all equipment on all usage sites in this company code is settled with activity and settlement type “shutdown” from 12.24. – 01.03.

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Example The following hierarchical levels have been defined: Debited company Debited company Debited company Debited company Debited company

code – debited business area – recipient – equipment (most exact setting) code – debited business area – recipient – equipment type code – debited business area – recipient code – debited business area code (least exact setting)

1.2.3.1.1 Creating a Settlement Calendar Prerequisites The access sequences and activity and settlement types used in the settlement calendar must have been defined in Customizing.

Procedure On the initial screen choose Logistics → Equipment and Tools Management → Transaction Data → Calendar Maintenance → Settlement Calendar → Create Current . The Create Settlement Calendar screen appears. Place the cursor on the access sequence that you want to use and choose Edit → Choose or double-click on the appropriate access sequence.

Debited company code – debited business area – recipient Enter the appropriate factory calendar and select the data for the conditions. Choose Execute . A screen displaying the settlement calendar appears. Place the cursor on the required date and choose Assign . Proceed with (9) if you wish to work without block selection. If you wish to select a period of time, for example from 12.05. until 12.20., place the cursor on 12.05. and choose Select block limit . Then place the cursor on 12.20. and choose Select block limit again. The period of time that you have selected is shown in a different color. Choose Assign . Choose a settlement type in the dialog box that appears by double-clicking on it (use F4 possible entries help) and then choose Copy .

The period of time that you have just defined is now displayed in the color of your chosen activity type (settings in Customizing). You can delete an assignment by selecting another period of time and choosing Functions ® Undo assignment. Save your entries. A message confirming that the requirements have been saved appears at the bottom of the screen.

Result As for the access sequence, the desired settlement type has been assigned to the period of time that you have defined. The shipping document items are split when the SD orders are generated.

Shipping document from usage site 1 to usage site 2, document date Dec. 5 th with activity type “in operation”. Equipment 4711 remains on usage site 2 until Jan. 10 th. The settlement calendar dictates “shutdown” from Dec. 23 rd until Dec. 31 st. Result of settlement on Dec. 31 st: Item 10, equipment 4711: Dec. 5 th until Dec. 22 nd Settlement with activity and settlement type “in operation” Item 20, equipment 4711: Dec. 23 rd until Dec. 31 st Settlement with activity and settlement type “shutdown” You can find further information on procedures under Releasing Records from the Settlement Calendar .

1.2.3.1.2 Releasing Records from the Settlement Calendar Prerequisites Periods of time must have been defined in the settlement calendar and appropriate settlement types must have been assigned to them. You can find further information under Creating a Settlement Calendar .

Procedure On the initial screen choose Logistics → Equipment and Tools Management → Transaction Data → Calendar Maintenance → Settlement Calendar →

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Release Current The Release Settlement Calendar screen appears. In the same way as for Create Settlement Calendar , you have to access the calendar at a certain level. In accordance with the authorization concept, you can release records directly from the highest level (company code). Choose the appropriate access sequence (level). Select the data for the conditions. Choose Execute . A screen displaying the settlement calendar appears. Choose Release current . The structure (release list) appears as follows: Not released Released Rejected Choose Edit → Expand

The system displays the entries that have been entered in the settlement calendar (levels) under their corresponding status. Place the cursor on the level that you would like to release and choose Edit → Select Choose the Release icon or Release → Release from the menu. The level and period of time you have just released is displayed in the structure under Being processed (In process) → Release Save your settings. You automatically return to the settlement calendar. Repeat steps 6 and 7. The system displays the levels you have released in the structure under Released .

You can cancel the release on the level (period of time) as long as it has not been included in an SD settlement run. After it has been included in the run, you can no longer cancel the release. If you want to cancel the release, select the appropriate level. Choose Edit → Release → Cancel release . The system then displays this level in the structure under Not released .

You can also reject a release. If you want to do this, the entry cannot have been released and must still appear in the structure under Not released . Select the appropriate entry. Choose the Release → Reject release . A dialog box appears. Enter a reason for the rejection in this dialog box. The reasons for rejection must have been defined beforehand in Customizing. Accept this data. If you choose Release → Data entry information you can display information on the period of time entered, activity type, reason for rejection, user name and the date on which this record was entered in the system.

Result The entries in the calendar have been released or rejected. They can now be included in SD Settlement .

Several equipment items with activity type “in operation” were sent to recipient A with a shipping document on March 1 st. Data is entered and released from the settlement calendar for March 3 rd with the activity type “downtime” for recipient A. (Customizing settings dictate that the settlement calendar takes precedence over the document activity and settlement type for the activity type “downtime”). Result of Settlement on March 30 th: Equipment is settled as follows for recipient A: From 03.01. - 02.03. using activity type In operation From 03.03. - 03.03. using activity type Downtime (from settlement calendar) From 03.04. – 03.30. with activity type “in operation” Comparison: If you wanted to achieve this result with shipping documents, you would have to proceed as follows: manually change the activity type of all pieces of equipment on recipient A on March 3 rd to “downtime” manually change the activity type of all pieces of equipment on recipient A as of March 4 th back to “in operation”

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1.2.3.1.3 Entry List Use The entry list displays which user made which entries in the settlement calendar.

Prerequisites Entries have been made in the settlement calendar. You can find further information under Creating a Settlement Calendar . The entries in the settlement calendar should not have been released.

Procedure 1. On the initial screen choose Logistics Equipment and Tools Management (The ETM – Transaction Data screen appears.) 2. Choose Calendar Maintenance Settlement Calendar Entry List. The Entry List Settlement Calendar screen appears. 3. Enter appropriate data in the Created by , Date or Activity type fields. 4. Choose Program Executeor theExecuteicon.

Transaction Data.

Result Entries that not yet been released from the settlement calendar are displayed in accordance with your selection criteria.

1.2.3.2 Filler Calendar for PBE Use The PBE filler calendar generates missing PBE documents or completes existing PBE documents that are incomplete. In praxis it is used as a type of controlling mechanism or “educational measure”.

Example The construction workers/the construction site manager has forgotten to enter PBE documents for excavator A on 04.04. The excavator was being repaired on this date, however the missing 8 hours for the 04.04. are nevertheless still filled and settled with activity and settlement type “in operation” as defined in the filler calendar for PBE.

Integration PBE documents that are then taken into account in the Generation of SD Orders are generated by the following function: Filling Performance-Based Equipment Documents

Prerequisites At least one unit of activity must have been entered manually for the equipment in the commissioning period. If you want to be able to complete/fill PBE documents, you must have defined a separate document type for which the Generate hours indicator has been set. (Customizing for Equipment and Tools Management (ETM) under Operations and Functions Document Types Define Document Types and Assign Activity Types per Document Type ). You must have defined for which activity type you want missing daily documents to be created or existing documents to be completed. You can do this in Customizing for Equipment and Tools Management (ETM) under Operations and Functions Settlement Filler Calendar for Performance-Based Equipment Maintain Filler Calendar for Performance-Based Equipment .

Features You can define, on different levels and for each activity type, the maximum number of hours that the system creates or fills with which activity type if there are gaps in the documents. The PBE filler calendar is only relevant to performance-based equipment.

Activity You can find further information under Creating a Filler Calendar for Performance-Based Equipment .

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1.2.3.2.1 Creating a Filler Calendar for Performance-Based Equipment Prerequisites If you want entries in the PBE filler calendar to be taken into account, you must ensure that the following prerequisites have been fulfilled: the equipment type for the equipment in question must be defined as subject to an inventory check the indicator for the PBE filler calendar must be set correctly in the recipient master record

Procedure 1. On the initial screen choose Logistics Equipment and Tools Management Transaction Data Current . The Maintain Filler Calendar for Performance-Based Equipment screen appears. 2. Select your desired access sequence and then choose Edit Choose .

Calendar Maintenance

PBE Calendar

Create

Recommendation Debited company code – recipient type 3. 4. 5. 6. 7.

Enter the appropriate factory calendar and select the data for the conditions. Enter the appropriate activity and settlement type defined in Customizing for the following: COMPLETE REPORTS (ActivityType) CREATE REPORTS (ActivityType) Choose Execute . A screen displaying the filler calendar for performance-based equipment appears. 8. Place the cursor on the required date and choose Assign . Proceed with (10) if you wish to work without block selection. 9. If you wish to select a period of time, for example from 02.01. until 02.28., place the cursor on 02.01. and choose Select block limit . Then place the cursor on 02.28.and choose Select block limit again. The period of time that you have selected is shown in a different color. Choose Assign . 10. A dialog box appears. Define for how many hours per day you want PBE documents to be completed or missing ones created and choose Copy . Please note that there are separate entry options for public holidays and days that are not workdays.

Note The period of time that you have just defined is now displayed in the color of your chosen activity type (settings in Customizing). You can delete an assignment by selecting another period of time and choosing Functions Undo assignment. 11. Save your entries. A message confirming that the requirements have been saved appears at the bottom of the screen.

Result Your entries have been made in the filler calendar for performance-based equipment. You can find further information under Filling a Performance-Based Equipment Calendar .

1.2.4 ETM Settlement Purpose When talking about ETM settlement, we are referring to automatic SD Order Generation including its determination of the appropriate condition types for the individual activity and settlement types per usage site and then subsequent billing and updating in FI/CO. ETM settlement automates the complex internal and external creation of SD documents. SD orders are generated on the basis of existing shipping and PBE documents. It does not make any difference whether the objects are in the same company code or in different company codes. The system converts the shipping documents and PBE documents into SD orders. These SD orders can then be billed. You can settle equipment according to commissioning (corresponding to the date of the shipping document and using exact days) or according to activity (corresponding to the performance-based equipment document and using exact hours). Usually (old logic) you determine the settlement type that you use (commissioning only, activity only, both, neither) using the indicator Stock check per equipment type for performance-based equipment in Customizing for ETM, and the indicator PBE or TBE in the recipient master record of the recipient for settlement. (Settle PBE as per TBE) controlled in the recipient master record of the settlement-relevant recipient. The new settlement logic derives the settlement type from two indicators in the equipment master record (by commissioning, by activity) and the abovementioned indicator in the recipient master record. The system settles shipping documents if the indicator Settlement by commissioning is set in the equipment master. The system settles performance-based equipment documents (PBE documents) if the indicator Settlement by activity is set in the equipment master and the indicator Settl PBE as TBE is not set in the recipient master. In Customizing for ETM under Operations and Functions Settlement Settlement Basic Data the indicator of the same name if you want to execute settlement according to the new logic.

New Logic SD Settlement PBE as TBE

you can set

Prerequisites Shipping Documents and PBE Documents must exist.

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Process Flow In praxis, a central body (depending on authorization group) usually starts the settlement run a few days after the end of the month since it is presumed that all the shipping documents and PBE documents have been entered in the system by then. You should execute these functions connected with settlement in the following order: Location Setup Completion of PBE Documents Check Recipient Generating SD Orders Postprocess Input Check SD Orders Settlement List

Result The system has generated internal and external SD orders.

1.2.4.1 Stock Control Use This is a function that finds missing shipping documents or incorrect stock data and displays this information in a table with colors to ease comprehension. It is only sensible to use the stock control function for chaotic inventory management. You should perform a stock control before you execute the Location Setup .

Activities If the stock control function finds incorrect documents, you have to correct the errors before you continue. You must repeat the above step until you have corrected all the errors. The last run should be an update run.

1.2.4.1.1 Performing a Stock Control Procedure 1. On the initial screen choose Logistics Equipment and Tools Management Transaction Data The Stock Control screen appears. 2. You can make appropriate restrictions using the recipient, equipment or materials. 3. Choose Execute.

Settlement

Stock Control.

Result The system displays a hit list. You can change this list by choosing

Settings

Display variant

Current...

.

1.2.4.2 Location Setup Use This function is used in conjunction with chaotic Inventory Management . It enables you to keep the correct chronological order of shipping documents for equipment (equipment items and multipart equipment) and materials.

Integration If chaotic inventory management is being used, you must have executed a complete location setup before SD orders can be generated in ETM Settlement . This ensures that the documents from chaotic inventory management are transferred to historical stock from where they can then be included in settlement. Only authorized persons should execute a location setup since the location setup changes the status of the shipping documents definitively. You can no longer make any more changes to the shipping documents after location setup has been executed.

Prerequisites Incorrect stock chains must have been corrected using the Stock Control function. You must correct any stock errors for equipment items before you can execute a location setup. As far as multipart equipment and materials are concerned, it is advisable to correct any errors before executing a location setup.

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Recommendation You should correct missing parts and shortfall quantities for multipart equipment and materials manually at regular intervals.

Activities Execute the location setup directly or in the background. Background processing has the following advantages: Incorrect stock chains are transferred to historical stock and saved automatically. The system displays incorrect stock at the end of the location setup and you can then correct these errors.

1.2.4.2.1 Executing a Location Setup Procedure 1. On the initial screen choose Logistics Equipment and Tools Management Transaction Data Settlement Location Setup. 2. Select your data using the restrictions for date, recipient (only for multipart equipment and materials), equipment and materials or execute a complete location setup before ETM settlement. 3. Choose Program Execute in background .

Caution If you want to run an update run, remove the Test run indicator. If you only want to display the error log (and not a list of stock) set the indicator Only display error log . If you set the indicator Negative stock allowed the system allows negative stock for multipart equipment and material in the location. To avoid problems during settlement do not set this indicator. The system does not consider negative stock during settlement. 4. 5. 6. 7. 8.

Choose Execute. The system displays a list containing all the data for your selection. Save the location setup. Correct erroneous entries and execute the location setup again. Repeat this procedure until you have corrected all the errors. Save the location setup.

Result You have created historical stock that can be taken into account in settlement.

1.2.4.3 Completion of PBE Documents Use The filler calendar for performance-based equipment allows you to do the following for internal activity settlement: Create a performance-based equipment (PBE) document for missing days (days that have not been accounted for at all) and fill these days with, for example, the activity and settlement type “in operation”. Complete reports for days on which a PBE document exists but has not been fully maintained (in other words, fill gaps in the report up to a maximum number of hours per day).

Integration You can make Customizing settings to determine whether the Settlement Calendar or the Performance-Based Equipment Calendar takes precedence in SD settlement.

Prerequisites In the appropriate recipient master record, you must have defined whether you want missing PBE documents to be created and/or existing ones to be completed Whether you want the acquisition date and the retirement date for PBE to be taken into account when hours are generated (taking the presumptions below into account) You must know the location of the performance-based equipment via the shipping documents (historical stock) You can only create or complete hours for periods of time for which at least one PBE document has been entered manually. The equipment type for the performance-based equipment must be relevant to stock checks.

Features Creates a separate document type for generated PBE documents from the filler calendar for PBE. Before the monthly settlement run for PBE takes place, the system displays in color the periods of time on usage sites where no equipment activity in the form of PBE documents has been entered. You should pay particular attention to the retirement date at the submitting usage site and the acquisition date at the receiving usage site.

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The following presumptions have been made: The standard case accounts for a constant (daily) change of PBE. This means that the system does not generate any hours on the retirement date (for example, retirement date for sending usage site is 02.22.). Presumption is that a PBE document will be entered for the receiving party on the acquisition date (02.22.). If neither the sending party nor the receiving party enter a PBE document, PBE documents are generated with the activity type “in operation” for both parties. In the case of onward delivery (usage site to usage site), it is presumed that hours will not be generated by the other party if at least one PBE document has been entered on either the retirement date (submitting usage site) or the acquisition date (receiving usage site).

1.2.4.3.1 Filling PBE Documents Prerequisites PBE documents that have been entered manually Entries must have been made in the calendar (see: Creating a Filler Calendar for Performance-Based Equipment ). The indicator for filling PBE documents must have been set in the recipient master record.

Procedure 1. On the initial screen choose Logistics Equipment and Tools Management Transaction Data Settlement Fill PBE Documents. The Fill PBE Documents screen appears. 2. Enter the document type that has been defined specially for the PBE filler calendar. 3. Enter the appropriate sales area (sales organization, distribution channel, division) and the settlement period. 4. Choose Execute. A screen displaying the commissioning time for the equipment (according to the shipping document) on the usage site appears. There may be the following entries: Location record with PBE documents exists Location record without PBE documents exists 5. Fill the document using Edit Create/Enhance PBE Documents (F5) or using function Create/Enhance PBE Documents (F5). The display changes. The following key appears: Do not create/complete, PBE document exists Do not create/complete, no PBE document exists Missing daily documents are created Existing daily documents are completed 6. Save the PBE documents.

Result You have created and/or completed PBE documents.

Example Settings: Period Feb. 1 st until Feb. 29 th has been defined with create/complete up to 8 hours incl. (but no hours should be generated at the weekend or on public holidays). Complete hours with the activity and settlement type “downtime” and create hours with the activity and settlement type “in operation”. In the recipient master record of usage sites 100050 and 100004 the PBE Documents are set to Create (1) and Enhance (2). This indicator will only take effect if the stock check for PBE has been set in Customizing. A stock check has been defined for equipment type 2000, for example. This means that you must enter a shipping document before a PBE document can be entered. The retirement date PBE ( RetireDate/PBE ) and acquisition date PBE ( Acq. dte counts ) indicators have been set for recipient 100050 and 100004, in other words, these dates will be taken into account when the PBE calendar is filled. Example 1

1.2.4.3.1.1 Example 1 (With Shipping Document) Equipment 300000007 (PBE) 01.02. Shipping document (acquisition), activity type “in operation” 22.02. Shipping document (shipping) from usage site 100050 to usage site 100004, activity type “in operation” Usage site 100050 (sending site) 02.02. PBE document, 3 hours entered with activity type “in operation” 12.02. PBE document, 3 hours entered with activity type “in operation” 14.02. PBE document, 3 hours entered with activity type “in operation” 15.02. PBE document, 3 hours entered with activity type “in operation” 21.02. PBE document, 3 hours entered with activity type “in operation” Usage site 100004 (receiving site) No PBE document entered

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Result of Filler Calendar for PBE for Recipient 100050 01.02.

Acquisition date counts (recipient master record) – a daily document with 8 hours is generated

02.02.

3 hours – PBE document – 5 hours filled in to make a total of 8 hours

03. + 04.02.

Daily document generated on both days, each with 8 hours

05. + 06.02.

Weekend (settings dictate that no generation takes place)

07. - 11.02.

Daily document generated on both days, each with 8 hours

12.02.

3 hours – PBE document– no hours generated at the weekend

13.02.

Weekend (no document exists)

14. + 15.02.

every 3 hours – PBE document – 5 hours filled in to make a total of 8 hours

16. - 18.02.

Daily document generated on both days, each with 8 hours

19. + 20.02.

Weekend

21.02.

3 hours – PBE document – 5 hours filled in to make a total of 8 hours

22.02.

Set as retirement date but no hours generated because the system presumes that a PBE document will be generated by the receiving party for onward delivery, or else settlement will be time-based and take place on the basis of the shipping documents.

Result of Filler Calendar for PBE for Recipient 100004 The filler calendar for PBE has not generated any PBE documents.

Result of Settlement on Feb. 29thfor Recipient 100050 01.02.

8 hours in operation from generated daily document (acquisition date)

02.02.

3 hours in operation from PBE document and 5 hours downtime from completed PBE document

03. + 04.02.

8 hours in operation from generated daily document for both dates

07. - 11.02.

8 hours in operation from generated daily document for both dates

12.02.

3 hours in operation from PBE document (Saturday not completed)

14. + 15.02.

3 hours in operation from PBE document and 5 hours downtime from completed PBE document for both dates

16. - 18.02.

8 hours in operation from generated daily document for both dates

21.02.

3 hours in operation from PBE document and 5 hours downtime from completed PBE document

22.02.

No hours (retirement date)

Result of Settlement on Feb. 29thfor Recipient 100004 Settlement on the basis of the shipping documents. If no PBE document has been entered for the whole period of time, then settlement is performed on the basis of the shipping documents.

Note Key for the traffic lights: Green: executed in accordance with settings in the filler calendar for PBE Yellow: would be executed (hours generated and filled) but the settlement calendar has precedence over the filler calendar for PBE (in accordance with settings in Customizing) Red: not executed (no hours generated or filled) Example 2

1.2.4.3.1.2 Example 2 (Without Shipping Document) Equipment 300000004 is delivered to usage site 100050 on Feb. 1 st (without a shipping document). Usage site 100050 (sending site) 12.02. PBE document, 3 hours entered with activity type “in operation” 14.02. PBE document, 3 hours entered with activity type “in operation” 17.02. PBE document, 3 hours entered with activity type “in operation” The equipment is sent from usage site 100050 to usage site 100004 on Feb. 22 nd .

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Equipment type 2000 has not been defined as relevant to stock checks.

Result of Filler Calendar for PBE for Recipient 100050 Message: no data to be processed exists in period 02/2000. In other words, you cannot generate hours using the filler calendar for PBE without having entered a shipping document (historical stock record).

Result of Settlement on Feb. 29thfor Recipient 100050 3 hours in operation (PBE document) on Feb. 12 th , 14 th and 17 th = total of 9 hours settled. Example 3

1.2.4.3.1.3 Example 3 As example 1, but: Usage site 100050 (sending site) Feb. 22 nd PBE document, 3 hours entered with activity type “in operation” Usage site 100004 (receiving site) 22.02. No PBE document entered 23.02. PBE document, 3 hours entered with activity type “in operation”

Result of Filler Calendar for PBE for Recipient 100050 22.02.

3 hours according to PBE document, nothing is entered

Result of Filler Calendar for PBE for Recipient 100004 22.02.

No hours are generated (acquisition date)

23.03.

3 hours – PBE document – 5 hours filled in to make a total of 8 hours

Result of Settlement for Recipient 100050 22.02.

3 hours in operation (PBE document)

Result of Settlement for Recipient 100004 22.02.

No calculation

23.02.

3 hours in operation from PBE document and 5 hours downtime from completed PBE document

Example 4

1.2.4.3.1.4 Example 4 (Special Case) As example 1, but: Usage site 100050 (sending site) 22.02. No PBE document entered Usage site 100004 (receiving site) 22.02. No PBE document entered 23.02. 3 hours in operation (PBE document)

Result of Filler Calendar for PBE for Recipient 100050 22.02.

Daily document with 8 hours generated (retirement date)

Result of Filler Calendar for PBE for Recipient 100004 22.02.

Daily document with 8 hours generated (acquisition date)

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23.02.

3 hours – PBE document – 5 hours filled in to make a total of 8 hours

Result of Settlement for Recipient 100050 22.02.

8 hours in operation from generated daily document

Result of Settlement for Recipient 100004 22.02.

8 hours in operation from generated daily document

23.02.

3 hours in operation from PBE document and 5 hours downtime from completed PBE document

Example 5

1.2.4.3.1.5 Example 5 As example 1, but: Usage site 100050 (sending site) 22.02. 3 hours in operation (PBE document) Usage site 100004 (receiving site) 22.02. 3 hours in operation (PBE document)

Result of Filler Calendar for PBE for Recipient 100050 22.02.

3 hours (PBE document) – since this is a retirement date, no hours are completed/filled

Result of Filler Calendar for PBE for Recipient 100004 22.02.

3 hours (PBE document) – since this is an acquisition date, no hours are completed/filled

Result of Settlement for Recipient 100050 22.02.

3 hours in operation (PBE document)

Result of Settlement for Recipients 100050 and 100004 22.02.

3 hours in operation (PBE document)

Example 6

1.2.4.3.1.6 Example 6 As example 1, but: Usage site 100050 (sending site) 22.02. No PBE document entered Usage site 100004 (receiving site) 22.02. 3 hours in operation (PBE document)

Result of Filler Calendar for PBE for Recipient 100050 22.02.

No hours are generated (retirement date)

Result of Filler Calendar for PBE for Recipient 100004 22.02.

3 hours (PBE document) – since this is an acquisition date, no hours are completed/filled

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Result of Settlement for Recipient 100050 22.02.

No calculation (retirement date)

Result of Settlement for Recipient 100004 22.02.

3 hours in operation (PBE document)

Example 7

1.2.4.3.1.7 Example 7 (Retirement) As example 1, a shipping document is created on Feb. 22 nd with the activity type “retirement” (equipment will be scrapped). Usage site 100050 (sending site) 22.02. No PBE document entered

Result of Filler Calendar for PBE for Recipient 100050 22.02.

Daily document with 8 hours generated (retirement date)

Result of Settlement for Recipient 100050 22.02.

8 hours in operation from generated daily document

Example 8

1.2.4.3.1.8 Example 8 (Retirement Date Not Set in Recipient 100050) As example 1, but: Usage site 100050 (sending site) 22.02. No PBE document entered Usage site 100004 (receiving site) 22.02. No PBE document entered 23.02. 3 hours in operation (PBE document)

Result of Filler Calendar for PBE for Recipient 100050 22.02.

No hours are generated (retirement date)

Result of Filler Calendar for PBE for Recipient 100004 22.02.

Daily document with 8 hours generated (acquisition date)

23.02.

3 hours – PBE document – 5 hours filled in to make a total of 8 hours

Result of Settlement for Recipient 100050 22.02.

No calculation (retirement date)

Result of Settlement for Recipient 100004 22.02.

8 hours in operation from generated daily document

23.02.

3 hours in operation from PBE document and 5 hours downtime from completed PBE document

Example 9

1.2.4.3.1.9 Example 9 (Acquisition Date Not Set in Recipient PUBLIC © 2014 SAP SE or an SAP affiliate company. All rights reserved.

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1.2.4.3.1.9 Example 9 (Acquisition Date Not Set in Recipient 100004) As example 1, but: Usage site 100050 (sending site) 22.02. No PBE document entered Usage site 100004 (receiving site) 22.02. No PBE document entered 23.02. 3 hours in operation (PBE document)

Result of Filler Calendar for PBE for Recipient 100050 22.02.

Daily document with 8 hours generated (retirement date)

Result of Filler Calendar for PBE for Recipient 100004 22.02.

No hours are generated (acquisition date)

23.02.

3 hours according to PBE document are extended by 5 hours to make a total of 8 hours

Result of Settlement for Recipient 100050 22.02.

8 hours in operation from generated daily document

Result of Settlement for Recipient 100004 22.02.

No calculation (acquisition date)

23.02.

3 hours in operation from PBE document and 5 hours downtime from completed PBE document

1.2.4.4 SD Order Generation Use This function automatically transfers all shipping documents and PBE documents up to a freely definable date (settlement date) to SD orders (customerspecific conditions are taken into account).

Prerequisites You have entered all the shipping documents and PBE documents for the defined period of time. The settlement run that is triggered when you run the program ultimately ends a settlement period to such an extent that you can no longer create or change the affected shipping and PBE documents in retrospect (because the document status is changed). The system does not generate SD order items for retirement documents. The system assigns a retirement status to retirement documents. Only documents for which the activity type has been defined as relevant to settlement in Customizing are taken into account.

Features ETM settlement makes all the necessary checks on recipient and equipment master data, including a check to determine whether the equipment activity type is also a settlement type. The system generates SD orders from shipping documents and PBE documents (taking the settlement calendar into account). When you start the program, the system checks whether it is dealing with dependent or independent equipment and generates different batch jobs in the background according to this criterion. Dependent equipment refers to equipment for which there can be both shipping documents and PBE documents for a recipient in the same period of time. (Equipment type is relevant to stock check.) Independent equipment refers to equipment for which there can only be shipping documents. (Equipment type is irrelevant to stock check).

Recommendation You should perform an ETM Test Settlement Run and correct any outstanding errors before you start an update run.

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Activities Include all the documents in settlement or select the data you wish to include via the document number, ship-to party or company code.

You can distinguish between SD orders that are generated automatically and those that are created in dialog. The system assigns a number for each update settlement run that is generated automatically. This number is entered as the order number for the generated SD order. The order date is the date of the settlement run. For each item in the SD order, you can also find the original document and item numbers for the shipping document or PBE document.

Result Generated SD orders.

1.2.4.4.1 Settlement of Activity and Delivery Purpose The amount of activity that is performed is settled for equipment. Delivery and return delivery is settled for materials. The system generates documents and postings automatically during ETM settlement of equipment activity and material deliveries. This ensures that ETM mass data can be processed successfully. Organizational structures in ETM are determined in accordance with (1) the providing party (equipment) and settings for the PM order administrator, for example, and (2) the account assignment object to be debited in the recipient master record. (You can make posting rule settings in Customizing to determine this).

Process Flow The system separates settlement of activity and delivery automatically into internal cost settlement and external customer settlement (joint ventures) during the ETM settlement run. Since ETM uses a providing and debited party as a base for calculations, additional posting rules have been defined that control debiting and crediting of the account assignment objects for each party. If required, these posting rules can be automatically redirected (per condition type) to account assignment objects (for example, collective cost center) other than those that have been defined in the equipment master record and in the recipient/customer master record. For further information on this subject, please see the appropriate documentation in the Implementation Guide (IMG). Price determination for settlement purposes usually takes place using equipment specification catalogs. However, it can also be based on price lists and prices that have been entered directly in the equipment master record.

Result Generated SD orders.

1.2.4.4.1.1 Settlement of Time-Based Equipment Prerequisites The basis for settlement of time-based equipment is: the shipping document (acquisition documents, shipping documents, changes of activity type and retirement documents) the appropriate activity and settlement type (AS type), for example, “in operation”, “available for use”, “downtime” the Settlement Type in the Recipient Master Record the commissioning time in days, the factory calendar and the number of days per month in the recipient master record the Catalog (a type of equipment specifications list) for pricing purposes

Caution The system checks the following: whether the equipment type of the equipment (in Customizing) is relevant to stock checks which recipient master record is used for settlement (3-level hierarchy)

Example Presumption 1: Equipment 4711 has been defined as an equipment item with equipment type 2000 in the equipment master record. Settings in Customizing for ETM: Under Equipment and Tools Management (ETM)

Operations and Functions

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Stock Check for Equipment

Inventory Management per Equipment

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Type for Shipping Documents , the indicator ( InvM indicator) has been set for chronological inventory management. Under Equipment and Tools Management (ETM) Operations and Functions Stock Check for Equipment Stock Check per Equipment Type for Performance Based Equipment , the indicator ( InvM indicator) has been set for chronological inventory management. Settlement type: complete month and remaining calendar days Days/month: 30 days

Case study 1: Equipment (for example, a crane) is sent to usage site A with a shipping document on Oct. 15 th . It remains at usage site A for the whole of the settlement period. Settlement takes place on Oct. 31 st . The RetireDate/TBE indicator for time-based equipment is set for usage site A.

Result of settlement on Oct. 31 st: Calendar days determined from Oct. 15 th until Oct. 31 st = 15 days. The retirement date is of no consequence here. The retirement date does not count until an actual retirement (scrapping, sale of equipment and so on) takes place. The monthly depreciation and interest rate (lower value) is € 3,375. Condition value: 15/30 * € 3.375 = € 1.687,50 Result of settlement on Nov. 31 st: Calendar days determined from Nov. 1 st until Nov. 12 th (incl. retirement date) = 12 days. The monthly depreciation and interest rate is the same as above. Condition value: 12/30 * € 3.375 = € 1,350

Case study 2: The above equipment is sent to usage site B on Nov. 12 th where its activity type is changed several times. It is sent to usage site C on Dec. 20 th and it remains there for the rest of the settlement period. Usage site B: retirement date (TBE) does not count Usage site C: Retirement date (TBE) counts

Result of Settlement on Nov. 30 th: At usage site B: An order item from 11.12 until 11.19. = 8 days in operation An order item from 11.20. until 11.25. = 6 days available for use An order item from 11.26. until 11.30. = 5 days downtime Result of Settlement on Dec. 31 st: At usage site B: An order item from Dec. 1 st to Dec. 20 th = 19 days in operation (without retirement date – see above) At usage site C: An order item from Dec. 21 st to Dec. 31 st = 11 days in operation (acquisition date always counts for TBE)

Presumption 2: Equipment 4711 has been defined as an equipment item with equipment type 2000 in the equipment master record. Settings in Customizing for ETM : Under Equipment and Tools Management (ETM) Operations and Functions Stock Check for Equipment Inventory Management per Equipment Type for Shipping Documents , the indicator ( InvM indicator) has been set for chronological inventory management. Under Equipment and Tools Management (ETM) Operations and Functions Stock Check for Equipment Stock Check per Equipment Type for Performance-Based Equipment , The indicator ( Stck indicator) has been set as being relevant to stock checks. In other words, if for organizational

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reasons PBE documents also existed for TBE, these would be taken into account in settlement. Result of settlement: settlement would take place twice in this case – once using the shipping document as in case study 1 and a second time using the PBE document.

Recommendation To avoid this, you should block the PBE document against data entry for TBE.

1.2.4.4.1.2 Settlement of Performance-Based Equipment Case Study 1: Shipping With Shipping Document Prerequisites The basis for settlement of performance-based equipment is: the PBE Document with the actual number of hours worked on the usage site and the appropriate activity and settlement type (AS type) such as “in operation”, “available for use”, “downtime”, and so on the number of hours per month (in the recipient master record) the Catalog (a type of equipment specifications list) for pricing purposes The equipment type for the performance-based equipment must be relevant to inventory checks . The activity type must point to an equipment activity (SAP Implementation Guide Logistics - General Equipment and Tools Management (ETM) Operations and Functions Activity Types and Settlement Types Determine Activity Types and Settlement Types Service Provider indicator is the equipment. The PBE as TBE indicator in the recipient master record must not be set

Example Standard case: PBE is sent to the usage site with a shipping document on Feb. 1 st (historical stock record). PBE documents are created for the equipment. (04.02./06.02. (February 4 th /6 th and 8 th , each 3 hours with activity and settlement type “in operation”). Result of Settlement on Feb. 29 th: On Feb. 4 th , Feb. 6 th and Feb. 8 th , each date with 3 hours in operation. 9 hours are included in settlement. If there is no PBE document for the whole period of time, the shipping document is used as a basis for the settlement (from Feb. 1 st until Feb. 29 th ).

Caution If the equipment type for the equipment is irrelevant to stock checks, then as far as ETM is concerned, you are dealing with time-based equipment. If both shipping documents and PBE documents exist for the equipment, both are settled (double settlement).

Case Study 2: Shipping Without Shipping Document Prerequisites The basis for settlement of performance-based equipment is: the equipment type for the equipment must not be relevant to stock checks. If it were, the equipment would have to have been sent to the usage site using a shipping document. only the PBE document should be flagged as allowed document category for this equipment in the equipment master record.

Example PBE equipment is sent to a usage site without a shipping document (for example, on a heavy goods vehicle). No historical stock record is created. Equipment activities are entered in the system using PBE documents . Result of settlement: only the PBE document can be used in settlement. If no PBE documents had been created in the settlement period, no activity would be included in settlement.

Case Study 3: Using theSettlement Calendar Example Settings: Equipment 300000006 allowed for shipping documents and PBE documents, equipment type 2000 (relevant to stock checks) and recipient 100050. Equipment is sent to recipient 100050 with a shipping document on Feb. 1 st (acquisition). A PBE document is entered with 3 hours in operation on Feb. 3 rd . The settlement calendar enters activity and settlement type “downtime” on recipient level 100050 for Feb. 2 nd and 3 rd . The equipment is sent from usage site 100050 to usage site 100051 on Feb. 5 th and it stays there for the rest of the settlement period. No PBE document is entered for recipient 100051 over the entire period.

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Result of Settlement on Feb. 29 th: Recipient 100050 is charged for 3 hours in operation on Feb 3 rd (PBE document). Recipient 100051 is charged with activity type “in operation” from Feb. 5 th until Feb. 29 th (shipping document).

Caution Since you are dealing with PBE, only the PBE document is settled for recipient 100050. Entries in the settlement calendar are irrelevant to settlement in this case and are ignored.

Activities Ensure that the PBE as TBE indicator in the ETM Settlement data view of the recipient master record is not flagged. Define the equipment types for PBE equipment that you want to be settled using PBE documents as relevant to stock checks. You can do this in Customizing for ETM under Operations and Functions Stock Check for Equipment Stock Check per Equipment Type for Performance-Based Equipment .

1.2.4.4.1.3 Settlement of PBE as TBE Use ETM equipment activity can be settled differently for different recipients. For example, there is an indicator ( PBE as TBE indicator) in the recipient master record that allows you to determine that the same equipment is settled as time-based equipment (TBE) for external recipients and as performance-based equipment (PBE) for internal recipients.

Prerequisites The basis for settlement of performance-based equipment as time-based equipment (PBE as TBE) is the shipping document. The PBE as TBE indicator must have been set in the Recipient Master Record for the recipient that you want to include in settlement. The equipment type for the equipment must be relevant to stock checks (= performance-based equipment). The prerequisites from Settlement of Time-Based Equipment also apply.

Exception If PBE has been sent to a customer using a shipping document and no PBE document has been created during the whole commissioning period, the PBE is settled as though it were TBE (using the shipping document). This avoids the case of the customer not being billed at all.

Activities Flag the PBE as TBE indicator in the Settlement data view of the recipient master record (see: Changing a Recipient Master Record .

1.2.4.4.1.4 Settlement of a Settlement Package Prerequisites Shipping documents containing settlement packages must have been entered in the system.

Activities The following example helps to clarify the activities that are required: Settlement package for excavator 4711 (fictitious equipment 4711) containing: Equipment

Description

Qty

Percent

Equiv. number

4712

Digger

2*

6

4713

Shovel

5

3

The quantity per item only serves as information and is not relevant to settlement or inventory management. If you enter percentages, the total must equal 100%. Basic rental price, according to the catalog (equipment specifications list) Equipment 4712: € 275/month Equipment 4713: € 75/month 1 x equipment 4711 with activity type “in operation” was sent with a shipping document (4 days in operation). No. days/month indicator in the recipient master record = 30 days. SD order created (conditions on item level)

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Item

Equipment

Qty

Value

10

4712

0,667

24,44

20

4713

0,333

3,33

Formula for determining the value of the order for each item: (axb/c) x base amount (basic price) x condition factor = order value per item. a = quantity from shipping document b = equivalence number from settlement package of appropriate item c = sum of all equivalence numbers in package condition factor = days in operation/days per month from recipient master record Result of settlement Item 10 (1 x 6/9) x 275 x 0.1333 = € 24.44 Item 20 (1 x 3/9) x 75 x 0.1333 = € 3.33

Note The quantity in the SD item does not represent the physical quantity but the condition type for the settlement package. The quantity in the SD document is multiplied accordingly for multipart equipment.

1.2.4.4.1.5 Settlement for Multipart Equipment Prerequisites Multipart equipment should not be performance-based. The allowed document category in the equipment master record is shipping document. (PBE document should not be an allowed document category for multipart equipment). The equipment type of the equipment cannot be relevant to stock checks.

Example 10 drills (multipart equipment) are sent to usage site A with settlement and activity type “in operation” on May 1 st .

Display in Historical Stock Settlement with activity and settlement type In Operation . 3 of these drilling machines are sent to usage site B on May 15 th . The remaining 7 drilling machines stay on usage site A for the whole of the settlement period (until May 31 st ).

Display in Historical Stock From May 5 th - 15.05. 10 machines on usage site A, settlement and activity type “in operation”. From May 15 th - unrestricted-use stock = 7 on usage site A, activity and settlement type “in operation” From May 15 th - unrestricted-use stock = 3 on usage site B, activity and settlement type “in operation”. 1) Usage site A with activity and settlement type “in operation” is completed by May 15 th . Usage site A: new stock is created as of May 15 th for the remaining quantity of 7 with activity type “in operation”. Usage site B: new stock is created as of May 15 th for the remaining quantity of 3 with activity type “in operation”.

Result of Settlement on May 31ston Usage Site A 10 units are settled with activity type “in operation” from May 1 st until May 15 th . 7 units are settled with activity type “in operation” from May 15 th until May 31 st .

Result of Settlement on May 31ston Usage Site B 3 units are settled with activity type “in operation” from May 15 th until May 31 st .

1.2.4.4.1.6 Settlement of Materials Use You must use an intermediate recipient if you want to send materials. This intermediate recipient usually represents the physical warehouse or storage location.

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The Intermediate Recipient field must have been filled in the shipping document in cases of onward delivery (automatic material sales/material repurchase). The system only takes those materials into account that are being sent internally (within the same company code or across different company codes). External shipping is irrelevant here. The activity type form the shipping document must have been assigned an onward delivery activity type (return delivery activity type). The appropriate assignment sales/repurchase for material deliveries must have been made for the document and material type. The shipping document type must have been assigned to the appropriate sales document types for internal and external material sales and material repurchase. The appropriate billing type must have been assigned to the sales/repurchase document type. Different item categories (Standard SD and MM) must have been created for material sales and repurchase and these must have been assigned to item category groups which, in turn, must have been assigned to the material.

1.2.4.4.2 Settlement Across Different Company Codes Use This type of settlement takes effect if you have more than one company code (legally independent company) in your enterprise. It does not matter which company code the objects for settlement (PM order, WBS element, CO order and so on) belong to. Posting rules determine which account assignment object is used to determine the company code for the providing and debited parties.

Integration Numerous settings must be made in Customizing for ETM.

Prerequisites All the company codes must use the same chart of accounts.

Features This function uses electronic data interchange (EDI) to generate an outgoing invoice for one company code and an incoming invoice in another company code. Settlement of tax is also taken into account.

Activities The following example helps to clarify the activities that are required: Short description Equipment 4711

Company code 0001

Usage Location X

Company code 0002

Warehouse

Company code 0001

Shipping: From warehouse (company code 0001) to usage site X (company code 0002). An outgoing invoice (debit) is created in company code 0001. Company code 0001 Posting key 01

Receivables co. code 0001 to co. code 0002

€ 1.160,-

Posting key 50

For example, PM order administrator for equi. 4711

€ 1.000,-

Posting key A1

Output tax

€ 160,-

EDI is triggered using message/output control. It posts an incoming invoice (credit) in company code 0002. Company code 0002 Posting key 31

Payables co. code 0002 to co. code 0001

€ 1.160,-

Posting key 40

Usage Location X

€ 1.000,-

Posting key V1

Input tax

€ 160,-

For more information, see Example: Settlement Across Different Company Codes .

1.2.4.4.2.1 Example: Settlement Across Different Company Codes Using EDI Prerequisites

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Providing and debited account assignment objects belong to different organizational structures (company codes).

Equipment (PM order administrator = providing object) has been assigned to company code 0001. Construction site (WBS element = debited object) has been assigned to company code 0002. Material must have been created in the appropriate organizational structure. Debtor must have been created for the appropriate sales area or for Financial Accounting (FI).

Procedure Business background and task Many companies manage their equipment in a separate company that is a legally independent unit with its own balance sheets and accounts. This is represented by a company code in SAP (company code 0001). The usage sites (for example, construction sites) can also belong to their own legally independent company and therefore have another company code (company code 0002). For this reason, and provided that you are not dealing with an integrated company, when using an equipment or material that belongs to company code 001 at a usage site belonging to company code 002 you must create an outbound and inbound billing document with the relevant tax for each company code. In other words, company code 0001 creates and posts an outbound invoice (debit). Company code 0002 posts an inbound invoice (credit). How does the system deal with this task? EDI can be used to avoid invoices from company code 0001 having to be entered manually in company code 0002. When the outbound invoice from company code 0001 is created and posted, an inbound invoice is triggered in company code 0002 by means of output/message control and EDI. As far as company code 0001 is concerned, company code 0002 is a real customer and must therefore be entered as a customer (debtor) in the system, even for the sales area. As far as company code 0002 is concerned, company code 0001 is a real vendor and must therefore be entered as a vendor (creditor) in the system, even for the purchasing organization. Postings Outbound invoice (debit) in company code 0001 01 Receivables for company code 0002 (usage site) 50 Cost element revenue from rental (accounted to providing party = PM order) A1 Value-added tax (V.A.T.) Automatic inbound invoice (credit) in company code 0002 31 Payables for company code 0001 40 Equipment rental costs (accounted to debiting party = WBS element for usage site) V1 Input tax Detailed description of the procedure and appropriate Customizing settings for cross-company code settlement with EDI Equipment from company code 0001 is sent to a usage site in company code 0002 The PM order (administrator) for the equipment has been assigned to company code/business area/plant (in our example, company code 0001). The equipment is the provider of the service (creditor). The account assignment object for the recipient (in accordance with recipient type), for example WBS element or cost center has been assigned to company code/business area (in our example, company code 0002). The usage site is the debtor. a. Determining the sales area for the provider of the service (creditor) ETM Settlement proceeds as follows: The organizational data for the equipment and therefore its assignment to a company code/business area/plant is determined from the provider of the service = equipment. Then the sales area for the equipment is defined in Customizing for ETM under Global Settings → Sales Area per Company Code/Business Area/Plant . The system then also generates the SD order in this sales area. In our example, this would be company code 0001 which is equivalent to sales organization 0001/distribution channel 01/division 01. b. Determining the sales area for the debtor The appropriate sales area is determined from the account assignment object for the debtor = usage site. In our example, this would be company code 0002 which is equivalent to sales organization 0002/diistribution channel 02/division 02. c. Determining the customer (internal settlement) A debtor (bill-to party and payer) is defined for sales organization 0002 in Customizing for ETM under Global Settings → Customer Internal Settlement per Sales Organization in ETM . This debtor is used for the outbound invoice form company code 0001. This “customer internal settlement”, for example debtor 111, must have been created in sales area 0001/01/01. However, it represents company code 0002. You do not have to maintain a ETM view in the master data for the “customer internal settlement” but you must have maintained data correctly for financial accounting (FI) and sales and distribution (SD). d. Across different company codes: As described in 4a and 4b above, the business transactions have been determined as cross-company code. The ETM indicator for postings is adapted accordingly in internal programs. Message determination If you want to use EDI, you must have made the appropriate settings for message determination for billing documents in Customizing. ( Equipment and Tools Management (ETM) → Operations and Functions → Settlement → EDI Settlement ).

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Message condition type J3GO is delivered with the system. As is usually the case with condition technique, you have to create a condition record for this condition type and a customer (internal settlement), for example debtor 111.

You also have to define message determination for cancellations in accordance with the billing documents. Partner profiles You have to define which message type you want the system to use for both the customer (debtor) and the vendor (creditor). The system uses the following partner types: KU = customerLI = vendor a. Settings for the customer For example, for debtor 111 that has been created in company code 0001 and represents company code 0002: Output/message control Partner number 111 Application V3 Partner type KU Output/message type J3G0 Partner function RE Output/message category INVOIC Output/message variant CEM Process code /SAPCEM/INVOIC_OUTPUT Outbound parameters Recipient type, for example, external system IDoc basic type / SAPCEM/INVOIC

Set the output mode to Collect IDocs and Do not start subsystem . Inbound parameters None necessary b. Settings for the vendor In our example, sales area 0002/02/02 for the customer (internal settlement). Output/message control and outbound parameters None necessary Inbound parameters Partner number 500002 Output/message category INVOIC Partner type LI Invoice/billing document Partner function Output/message variant CEM Process code /SAPCEM/INVOIC_OUTPUT c. Forwarding inbound data to the vendor (creditor) The debtor from one company code (for example, company code 0001 and debtor number 111) is converted for the other company code (for example, company code 0002 and vendor 500002). For further information on this subject, please see the appropriate documentation in the SAP Implementation Guide (IMG). d. Setting posting parameters You must define a tax type (for example, A1) and the tax rate that the EDI partner can transfer (from the providing company code 0001) using control indicators. You define the posting key and the document type in the program parameters. Here you can decide whether you want posting to take place directly or by means of a batch input session.

Posting by means of a batch input session.

Result An outbound invoice has been created in company code 0001 and an inbound invoice has been created in company code 0002.

1.2.4.4.3 Recipient Data Check

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Use This function finds any errors in the shipping documents and PBE documents that are used to generate the SD orders. The system displays an error log from which you can correct the errors directly. The system checks the following: Recipient Billing and account assignment indicator for WBS elements Whether the recipient has been defined as relevant to settlement ( Settlement Indicator ) Correctness and completeness of the settlement data (settlement type, calendar ID, hours per day/month, complete month, days per month) in accordance with the document type Equipment Active BOM for the equipment (basis for pricing) PM order (owner) PM order (administrator) Comparison of organizational structures Material sales/repurchase Assignment of material to catalog Comparison of organizational structures Posting/update block for CO objects, WBS elements and equipment

Prerequisites Shipping documents and PBE documents exist.

Activities Correct the errors in the log. Double-click on the appropriate entry. You should not perform SD Settlement until you have corrected all the errors.

1.2.4.4.3.1 Checking a Recipient Prerequisites Shipping documents and PBE documents exist.

Procedure 1. On the initial screen choose Logistics Equipment and Tools Management Transaction Data Settlement SD Orders Check SD Orders . The Check Recipient/Std and Dummy Recipient Settlement Relevance Etc. selection screen appears. 2. Select either by using the document date or by using the document number. If you enter values for Document Date and Document Number you receive a message informing you that the period of time has been ignored and the system has selected data on the basis of the document numbers you entered. 3. Choose Execute. 4. Correct any mistakes.

Result The check is free from errors. SD orders can be generated (please see: Generating SD Orders ).

1.2.4.4.4 Generating SD Orders Procedure 1. On the initial screen choose Logistics Equipment and Tools Management 2. The Input ETM Sales Orders with Job Split in R/3 SD screen appears.

Transaction Data

Settlement

SD Orders

Create SD Orders

.

Note The system fills the Settlement date field with a value corresponding to the last settlement date from Customizing, the Max. no. of items per order field with a default value of 10 and the No. of jobs to be started field with a default value of 10. If more than one batch job is to be run, you should enter the number in the No. of jobs to be started field. If you process parts of data in parallel, you can minimize the total run time dramatically. You can change the default values. 3. Enter the appropriate values. If you enter a document number as well as a ship-to party and company code, the system ignores the document number. A warning appears. If you select your data using the document number, you must remove/not enter a ship-to party or company code. Confirm the warning and continue processing. 4. The selection buttons program start as test run or as update run control whether it is a test or update settlement run.

Caution

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You should always run a Test without orders before you run an update run. You can settle materials and equipment separately if you have not selected using the ship-to party or the company code. 5. Set either Yes or No for Orders sorted by GR . If you select Yes, only items from a goods recipient are created per automatically generated SD order (can be used for example by work cooperatives). If you select No the standard ETM order generation occurs. This means that each order item can be a different goods recipient. 6. By entering a value for Number of Orders per Commit Work you can determine the number of order headers per commit work. In the case of an incorrect settlement this saves you time because you only have to run the incorrect orders again. 7. Choose Execute. If you have not performed or not completed a location setup, a dialog box appears informing you of this. If this is the case, execute a Location Setup and repeat the SD settlement procedure.

Note If a split job in settlement is terminated you can process the remaining data to be processed by using restart (transaction SE38 Program J_3GINVC_RESCUE). Enter the same selection criteria in the input fields as in the original settlement start (pay special attention to Update run / Test run .

Result SD orders have been generated. You can now process these SD orders. You can find further information on this subject under Changing and Displaying SD Orders . After completing the SD order generation you have to perform a postprocessing run to update the status ( Logistics Equipment and Tools Management Transaction Data Settlement SD Orders Postprocess Input ) If during the first postprocessing run the system does not update all statuses (for example because of a lock by another user) you have to trigger another run.

Note Release 4.6C2 has an improved settlement lock concept. Double-start of the update run is not possible. The required lock is set at the start of the program and released at the end. The lock remains during program termination. In this case to unlock the run you have to use program J _3GINVC_RESCUE (transaction SE38 Program J_3GINVC_RESCUE )

1.2.4.4.5 ETM Test Settlement Run Definition The ETM test settlement run process the data completely and carries out all the checks. The only difference from the update run is that the appropriate status is not set in the documents included in the run. The system writes all the errors it finds into a Settlement Log . This settlement run log is displayed when the appropriate program is started after the run has finished. The system makes a copy of this log and archives it so you can display it at any time.

Use You can use the ETM test settlement run to simulate SD settlement and therefore minimize errors in each monthly settlement.

1.2.4.4.6 Changing and Displaying SD Orders Procedure If you want to display the SD order and the appropriate values in dialog, proceed as follows: 1. Choose Logistics Sales and Distribution Sales . 2. Choose Order Change or Order Display . 3. Enter the appropriate order number on the Change Sales Order or on the Display Sales Order initial screen and choose Enter . The ETM overview screen for the SD order appears. (This screen will be different depending on whether the order type is for materials or equipment). 4. Select your desired item in the ETM overview and choose: 1. Document The system displays information on the document category, sending and receiving recipient type, organizational structure, transaction type, shipping document and so on. If you double-click on the document number, you can branch directly to either the shipping document or the performance-based equipment document. 2. Object The system displays information on the equipment, owner/administrator, price lists or catalog and so on. All other SD Order functions are the same as in the standard R/3 System.

1.2.4.4.7 Displaying the Settlement Run Log (to Release 4.6C1 Inclusive)

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Use You can find and later correct incorrect or incomplete master data using the log that the system generates for the settlement run.

Procedure 1. On the initial screen choose Logistics Equipment and Tools Management Transaction Data. (The ETM – Transaction Data screen appears.) 2. Choose Environment Archive Lists . A selection screen appears. 3. You can find the result of all the settlement runs listed according to date and user under archived lists Input Sales Orders in R/3 SD .

1.2.4.4.8 Displaying the Settlement Run Log (from Release 4.6C2 Inclusive) Use You can use the settlement run log to display data for a settlement run and to correct any errors that may have occurred. You can do the following with the log: get an overall view (settlement, error, SD document, and ETM shipping document) navigate (in change mode branch to the shipping document and SD order and return to the settlement log on saving changes) define user-specific display variants

Procedure 1. On the initial screen choose Logistics Equipment and Tools Management 2. The Settlement Log for ETM Settlement screen appears.

Transaction Data

Settlement

SD Orders

Settlement Log

.

Result On the left you see a navigation tree from which you can navigate to the different settlements. On the top right you can display the details with long text for the messages. On the bottom the system displays the corresponding document. You can branch to the display for the corresponding master records or to the change screen for SD orders and ETM shipping documents. You can set up the retention period of settlement logs in Customizing ( Logistics – General Equipment and Tools Management (ETM) Operations and Functions Settlement Settlement Basic Data Retention Period for SD Order Log Objects).The default setting for the retention period of logs for test runs is 50 days, for all other logs 500 days. Log deletion is not automatic, you must delete logs using transaction SGL2 . An annual reorganization is recommended. You can also delete logs before the end of the retention period (parameter entry in transaction SLG2).

1.2.4.4.9 Input Postprocessing Use If you have created SD orders with restrictions on document number, recipient or company code, the system automatically starts a postprocessing run. Postprocessing assigns an appropriate status to the shipping and PBE documents so that no changes can be made to them after they have been included in the settlement run and so that they cannot be settled again. A check in view J_3GKONZAB (basic settlement date) determines that you cannot make any further changes to this settlement date until postprocessing has been completed. If you generated SD orders without any restrictions, you have to start the postprocessing run manually from the menu. You must have performed this run before the next settlement run takes place!

Prerequisites Settlement and all other preparations must have been completed.

Procedure 1. On the initial screen choose Logistics Equipment and Tools Management Transaction Data. (The ETM – Transaction Data screen appears.) 2. Choose Settlement SD Orders Postprocess Input . 3. Select Refresh data . 4. Choose Execute . If all the manual and automatic postprocessing runs have been executed, the system display a message to this effect.

Integration Displaying the Settlement Log

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Check SD Orders

1.2.4.4.10 SD Order Check Use The system checks how the CO objects are determined.

Integration This function finds and corrects inconsistencies in account assignment in advance and thus ensures a smooth and trouble-free billing run.

Prerequisites SD orders that have been generated in ETM settlement exist ( Generating SD Orders ).

Process Flow The system only checks internal or cross-company code orders.

1.2.4.4.10.1 Checking SD Orders Procedure 1. On the initial screen choose Logistics Equipment and Tools Management The ETM: Analysis of CO Object Determination screen appears. 2. Select your data using the Sales document , Period and Equipment fields.

Transaction Data

Settlement

SD Orders

Check SD Orders

.

You can create a batch input session that sets a billing block for incorrect orders.

Result The system displays an error log. You can branch to the SD order from this log. Correct any mistakes.

1.2.4.5 Settlement List Use The settlement list displays the result of the settlement run with reference to the shipping and PBE documents that were entered in the given settlement period.

Prerequisites ETM Settlement must have taken place.

Activities 1. If you want to display the settlement list, choose Logistics Equipment and Tools Management Transaction Data List . You can alter how the system displays this list in Customizing for ETM under Information Systems Settlement List

Settlement

Settlement

.

1.2.5 ETM Inventory Purpose ETM inventory is used in the area of equipment rental. It is based upon recipient-oriented key-date inventory, similar to that used in the Materials Management (MM) module. However, materials are not included in inventory, only equipment (equipment items and multipart equipment). Materials can be included in inventory by using the standard R/3 System.

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You should not enter any more shipping documents after the stock lists have been generated.

Process Flow Part 1 Determine quantity Print stock list A stock list without any quantities entered is distributed to the usage sites. The stock controller or person responsible on the usage site enters the quantities in the list. Create, change and display initial entry of stock balances After the stock has been counted, the result has to be entered in the system. Items (equipment and small parts) that are not listed in the stock list can also be included. The items must be marked with the appropriate indicator.

Part 2 Check entry of stock balances Counted stock without equipment number Counted stock with equipment number

Part 3 Generate stock differences Values for stock differences Reset generated stock differences You can use this function to reset inventory completely. Write off differences for multipart equipment You can only write off the differences for multipart equipment using this function. Equipment items are ignored.

Note You have to use Asset Accounting (AA) in the Financial Accounting (FI) module to deal with equipment items.

Result You have corrected the stock for multipart equipment.

1.2.5.1 Editing the Stock List Use The stock list lists all equipment that has been sent to a usage site or recipient by a certain key date, and therefore should still theoretically be on the usage site. In practice a printout of the stock list serves as a reference for the physical equipment count. The person in charge of inventory or the responsible employee counts the equipment that is physically available on the usage site and enters this quantity in writing on the inventory form.

Prerequisites Before executing the report for the stock list you have maintained the following data: Global Settings in Customizing for ETM under Operations and Functions Inventory Global Settings . Valid Administrator in Customizing for ETM under Operations and Functions Inventory Valid Administrators

.

Procedure To display the stock list for a construction site proceed as follows: 1. On the initial screen choose Logistics Equipment and Tools Management Transaction Data Physical Inventory Stock List . The Stock List - Inventory screen appears. 2. Select the data that you want to display by completing the relevant restrictions in the screen areas Recipient-oriented restrictions, Equipment restriction and Catalog restriction . The Recipient field is mandatory. The key date is filled with the value defined in the Customizing table Global Settings . 3. Enter the desired value for the number of empty pages and lines per page. If you only want to print empty pages (for example for initial distribution) set the Output empty pages only indicator. 4. Choose Execute.

Result The Stock List - Inventory screen appears. If you want you can print the list, send it, or save it as a file.

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1.2.5.2 Determining Quantity Use The person responsible for inventory runs this report to determine the number of inventory labels required on a usage site. Usually employees label each of the counted equipment. This avoids double-counting. Only the number of equipment (equipment numbers) is determined. The stock quantity is not relevant for multipart equipment. Sufficient labels are distributed to the person in charge of inventory.

Prerequisites Before executing the report to determine the quantity you have maintained the following data: Global Settings in Customizing for ETM under Operations and Functions Inventory Global Settings . Valid Administrator in Customizing for ETM under Operations and Functions Inventory Valid Administrators

.

Procedure If you want to determine quantities for a usage site proceed as follows: 1. On the initial screen choose Logistics Equipment and Tools Management Transaction Data Physical Inventory Quantity Determination . The Quantity Determination for Inventory screen appears. 2. Select the data that you want to display by completing the relevant restrictions in the screen areas Recipient-oriented restrictions, Equipment restriction and Catalog restriction . You must enter a usage site The key date is filled with the value defined in the Customizing table Global Settings . 3. If you want to consider multipart equipment set the Consider multipart equipment indicator. 4. Choose Execute .

Result The Quantity Determination for Inventory screen appears. You can determine the number of inventory labels required on the desired usage site.

1.2.5.3 Initial Entry of Inventory Data Purpose You use initial entry of inventory data to enter the amount of equipment that has been counted, that means the equipment that is physically available on the usage site.

Process Flow The stock lists are printed on the key date and distributed to the employees with the labels from the person(s) responsible for inventory (quantity determination). The physical inventory takes place on usage sites, construction sites, construction yards, and so on. All items (with the exception of scaffolding and shuttering) are given labels during the count to avoid double-entry. The current counter readings are entered for equipment with counters for operational hours/kilometers. The completed stock lists are confirmed with name, date, and signature and passed to the person responsible for inventory. The person responsible for inventory ensures that all entered stock of equipment items and multipart equipment is entered in the system by the key date.

Result The stock is entered in the system.

1.2.5.3.1 Entering Stock Use Using this function you can enter equipment that has been counted on the usage site in the system.

Procedure If you want to enter stock for a construction site proceed as follows: On the initial screen choose Logistics → Equipment and Tools Management → Transaction Data → Physical Inventory

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→ Initial Entry of Inventory

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Data → Enter The Enter Stock in Inventory screen appears. Enter the count date (current date) and the usage site for which you want to enter stock. Choose Enter . The Enter Stock in Inventory screen appears. Enter data as required. Enter the counted quantity in the Quantity column. If an equipment is missing at the usage site set the Quantity 0 indicator. If equipment has been counted at the usage site but was not included in the stock list or not part of the inventory (no equipment number) set the NN indicator (No (correct) number on equipment) Choose Save .

Result You have entered stock for a usage site in the system.

1.2.5.3.2 Changing Stock Use Using this function you can change stock on a usage site.

Prerequisites You have already entered stock for a usage site.

Procedure If you want to change stock for a construction site proceed as follows: On the initial screen choose Logistics → Equipment and Tools Management → Transaction Data → Physical Inventory → Value Stock Differences → Change The Change Stock in Inventory screen appears. Enter the count date (date on which the stock was entered in the system) and the usage site for which you want to change the stock. Choose Enter . The Change Stock in Inventory screen appears. Make the desired changes. Choose Save .

Result You have changed the stock for the usage site that you entered.

1.2.5.3.3 Displaying Stock Use Using this function you can display equipment that is on a usage site.

Prerequisites You have already entered stock for a usage site.

Procedure If you want to change stock for a usage site proceed as follows: On the initial screen choose Logistics → Equipment and Tools Management → Transaction Data → Physical Inventory Data → Display

→ Initial Entry of Inventory

The Display Stock in Inventory screen appears. Enter the usage site for which you want to display stock. Choose Enter . The Display Stock in Inventory screen appears.

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Result You have displayed the stock for the usage site that you entered.

1.2.5.4 Checking Stock Data Use Using this function you can check stock data.

Prerequisites You have already entered stock for a usage site.

Procedure If you want to check stock data, proceed as follows: 1. Choose Logistics Equipment and Tools Management Transaction Data Physical Inventory Check Entry of Stock Balances . The Check Entry of Stock Balances screen appears. 2. Select the data to be displayed by making the desired entries in the screen areas Recipient-oriented restrictions and Equipment restriction . The system fills the key date with the value from the global settings in Customizing for ETM Inventory. 3. Choose Execute. The Check Entry of Stock Balances screen appears. 4. You see whether open items exist per recipient/usage site. The light is green if there are no open items (that means if all equipment on the usage site has been entered in the system). The light is yellow if some of the equipment has been entered but open items still exist. The light is red if the construction site inventory has not been entered.

Result You have checked the stock that has been entered in the system.

1.2.5.5 Displaying Counted Stock Without Equipment Number Use Using this function you can display equipment that has been counted on the usage site and entered in the system (for example entered in Initial Entry of Inventory Data using the inventory number or a description) but that does not have an equipment number in the system (see also Counted Stock With Equipment Number ). The equipment manager or person responsible for inventory should decide whether the equipment should be given an equipment number or not.

Prerequisites You have already entered stock for a usage site.

Procedure To display the counted stock without equipment number proceed as follows: 1. On the initial screen choose Logistics Equipment and Tools Management Transaction Data Physical Inventory Counted Stock without Equipment Number . The Counted Stock Without Equipment Number screen appears. 2. Select the data that you want to display by completing the relevant restrictions in the screen areas Recipient-oriented restrictions and General restrictions . 3. If you set the Display items individually indicator the system displays the individually counted stock per equipment. If you do not set the indicator the system displays cumulative counted stock, meaning that all individual records are summed per equipment.

Result The system displays the counted stock without equipment number.

1.2.5.6 Displaying Counted Stock With Equipment Number

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Use Using this function you can display equipment that has been counted on the usage site and entered in the system and that already has an existing equipment number (see also Counted Stock Without Equipment Number ).

Prerequisites You have already entered stock for a usage site.

Procedure To display the counted stock with equipment number proceed as follows: 1. On the initial screen choose Logistics Equipment and Tools Management Transaction Data Physical Inventory Counted Stock with Equipment Number . The Counted Stock With Equipment Number screen appears. 2. Select the data that you want to display by completing the relevant restrictions in the screen areas Recipient-oriented restrictions and General restrictions . 3. Using the Sort order indicator you can determine how the system displays the list and the columns that the list contains. 4. On the Counted Stock With Equipment Number screen you can sort the columns ascending and descending. You can store this list as a clientdependent (and user-specific) variant using Settings Layout Save .

Result The system displays the counted stock with equipment number.

Generating Stock Differences Use Using this function you can determine discrepancies between counted and actual stock on a certain key date for the entered selection data. The report automatically generates missing shipping documents.

Procedure If you want to generate stock differences, proceed as follows: 1. On the initial screen choose Logistics Equipment and Tools Management Transaction Data Physical Inventory GenerateStock Differences . The 1.2.5.7 Generate Stock Differences screen appears. 2. Select the data that you want to evaluate by completing the relevant restrictions in the screen areas Equipment restriction and Recipient-oriented restrictions for multipart equipment . In Program parameters you can determine whether you execute a test run or an update run with posting (meaning the shipping documents are generated automatically).

Valuing Stock Differences Use With this function you can determine the value of the stock differences.

Procedure If you want to value the stock differences, proceed as follows: 1. On the initial screen choose Logistics Equipment and Tools Management Transaction Data Physical Inventory Value Stock Differences . The 1.2.5.8 Values for Stock Differences screen appears. 2. Select the data that you want to evaluate by completing the relevant restrictions in the screen areas Recipient-oriented restrictions , Equipment restriction, ValAssgmt , and General Parameters . 3. Enter the Values as Percentage field. The amount of difference is calculated from the average new value of the equipment multiplied by the percentage. 4. Choose Execute.

Result You get a list containing the values of the stock differences.

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Resetting Generated Stock Differences Use Using this function you can reset the generated stock differences.

Prerequisites You have generated stock differences.

Procedure If you want to reset generated stock differences, proceed as follows: 1. On the initial screen choose Logistics Equipment and Tools Management Transaction Data Physical Inventory 1.2.5.9 Reset Generated Stock Differences . The Reset Generated Stock Differences screen appears. 2. Select the data that you want to evaluate by completing the relevant restrictions in the screen areas Recipient-oriented restrictions for multipart equipment, Equipment restriction and Program parameters . 3. Choose Execute.

Writing Off Differences for Multipart Equipment Use Using this function you can write off the differences that you have generated for multipart equipment.

Prerequisites You have generated stock differences.

Procedure If you want to write off differences for multipart equipment, proceed as follows: 1. On the initial screen choose Logistics Equipment and Tools Management Transaction Data Physical Inventory 1.2.5.10 Write Off Differences for Multipart Equipment . The Write Off Differences for Multipart Equipment screen appears. 2. Select the data that you want to evaluate by completing the relevant restrictions in the screen areas Recipient-oriented restrictions for multipart equipment, Equipment restriction and Program parameters . 3. Choose Execute.

1.2.6 Archiving of ETM Data Use This function provides 1. A where-used check of standard objects in ETM 2. Archiving of ETM objects About 1: Checks on the use of objects from the ETM area are added to the check logic for where-used checks of standard archiving objects (such as equipment). The where-used check should ensure that data that is not used in ETM cannot be archived. About 2: Data from the ETM area that you no longer require for the business process can be archived and, therefore, deleted from the system. When archiving the system initially stores the data in a file that has been defined in Customizing. When deleting the system imports the archived data from the file and deletes it from the system. The delete program starts automatically when performing archiving. The provision of archiving objects enables archiving of ETM objects of type shipping documents, performance-based equipment (PBE) documents, catalogs, bills of material (BOMs), insurance data, requisition notes, and condition records. This is integrated in standard archiving.

Prerequisites If you want to archive an ETM object you have to configure the archiving object in transaction SARA. Enter the archiving object and choose Customizing .

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Goto

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Activities To archive ETM data call transaction SARA and enter the following archiving objects: /SAPCEM01 - ETM shipping document /SAPCEM02 - ETM PBE document /SAPCEM03 - ETM BOM /SAPCEM04 - ETM catalog and catalog entries /SAPCEM05 - ETM insurance data /SAPCEM06 - ETM condition records /SAPCEM07 – requisition note

Note By entering the relevant archiving object as an info structure you can display archived data in the Archive Information System.

Result In archiving the following data is deleted from the system: When archiving shipping documents: document header, document items, and stock data that belongs to the shipping document When archiving PBE documents: document header and document items When archiving ETM BOMs: BOM header, BOM items, generation files, and classification data When archiving ETM catalogs: structure indicator catalog (Table J_3GT370S), structure indicator catalog text (Table J_3GT370ST), catalog (Table J_3GKATAL), catalog text (Table /SAPCEM/KATTEXT), catalog attributes (Table J_3GKATMER), default catalog code (Table J_3GKATZU), price-list condition-record catalog (Table J_3GPLKAT) When archiving individual ETM catalog entries: catalog (Table J_3GKATAL), catalog text (Table /SAPCEM/KATTEXT), classification data for the catalog entries When archiving tax/insurance data: tax/insurance data When archiving condition records: the corresponding condition table When archiving requisition notes: requisition note header data and items

1.2.7 Business Add-Ins (BAdIs) for ETM In Customizing for Equipment and Tools Management under System Modifications , you have the following business add-ins (BAdIs) at your disposal: Description

Technical Name

Note

Shipping Document

J_3G_BADI_VS

N/A

ETM Requisition Note

J_3G_DISPO_BADI_REQ

N/A

ETM Planning Board

J_3G_DISPO_BADI_PT01

N/A

Planning Board - Define Individual Function Codes

J_3G_DISPO_BADI_PT02

N/A

Choose Material for SD Settlement

/SAPCEM/SD_MATERIAL

This BAdI enables you to choose the material you require for ETM price list determination and settlement in the sales order. If you decide not to implement this BAdI, the system uses the Customizing settings under Logistics - General Equipment and Tools Management (ETM) Operations and Functions Activity Types and Settlement Types Assign Activity/Settlement Types to Equipment Types.

BAdI for Settlement Days Calculation

/SAPCEM/BADI_DAYS_CALCULATE

The BAdI has method days_calculate that you can implement to build your own logic for number of days calculation in settlement. Settlement type (KNA1J_3GABRART ) in customer master must be set to 5 – Customer logic .

and the following user exit: Description

Technical Name

Batch Determination in Shipping Document

J_3G_CHARGE

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