ETM Help

ETM - Equipment and Tools ManagementPDF download from SAP Help Portal: http://help.sap.com/saphelp_dimp50/helpdata/en/26/f40736adb6cd0fe10000009b38f839/content.htm Created on May 13, 2016 The documentation may have changed since you downloaded the PDF. You can always find the latest information on SAP Help Portal. Note This PDF document contains the selected topic and its subtopics (max. 150) in the selected structure. Subtopics from other structures are not included. © 2016 SAP SE or an SAP affiliate company. All rights reserved. No part of this publication may be reproduced or transmitted in any form or for any purpose without the express permission of SAP SE. The information contained herein may be changed without prior notice. Some software products marketed by SAP SE and its distributors contain proprietary software components of other software vendors. National product specifications may vary. These materials are provided by SAP SE and its affiliated companies ("SAP Group") for informational purposes only, without representation or warranty of any kind, and SAP Group shall not be liable for errors or omissions with respect to the materials. The only warranties for SAP Group products and services are those that are set forth in the express warranty statements accompanying such products and services, if any. Nothing herein should be construed as constituting an additional warranty. SAP and other SAP products and services mentioned herein as well as their respective logos are trademarks or registered trademarks of SAP SE in Germany and other countries. Please see www.sap.com/corporate-en/legal/copyright/index.epx#trademark for additional trademark information and notices. Table of content PUBLIC © 2014 SAP SE or an SAP affiliate company. All rights reserved. Page 1 of 85 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 PUBLIC © 2014 SAP SE or an SAP affiliate company. All rights reserved. Page 2 of 85 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 PUBLIC © 2014 SAP SE or an SAP affiliate company. All rights reserved. Page 3 of 85 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 PUBLIC © 2014 SAP SE or an SAP affiliate company. All rights reserved. Page 4 of 85 This means that all the numbers in the catalog are also assigned to this class or class type. hierarchical list of different types of machinery (for example. may still appear in this documentation. Every ETM catalog is assigned to a Class within a Class Type.6C2. you must have the application components Sales and Distribution (SD). which was valid to Release 4.1. PUBLIC © 2014 SAP SE or an SAP affiliate company. the character J.1 Master Data · · · · · ETM Catalog ETM Bill of Material ETM Equipment Owner/Administrator Recipient !--a11y--> 1. The characteristics used in characteristic value assignment are assigned to the class.0.!--a11y--> ETM . All rights reserved. Financial Accounting (FI) and Controlling (CO). Features · · · · · · · · · · · Representation of various catalogs containing equipment. 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. equipment. !--a11y--> 1. in aspects such as planning. has been replaced by the character 4. it is also advisable to use the application components Asset Accounting (AA) and Project System (PS). To make full use of the integrative nature of the SAP R/3 System. However. processing. For more information. machines and vehicles) and is based on the SAP standard Classification System. Page 5 of 85 . which was previously used in ETM tables and programs. tools. see SAP Note 731876. machinery. stock lists for construction sites and so on) The following documentation uses almost always the term “Equipment and Tools Management” or the abbreviation “ETM”. settlement and evaluation of resources (materials and equipment). note that the previous term “Construction Equipment Management” (CEM). Integration If you want to use 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.1 ETM Catalog Definition An ETM catalog is a structured. Plant Maintenance (PM). and so on. as of SAP ECC DIMP 5. Futhermore. statements of usage. Choose Edit ® Copy as. Read the system documentation. region or country and form the basis for pricing in settlement accounting. You can do this under Creating a Catalog. 6. 7.. You can use the Procedure for the Construction Equipment Catalog when you import data from the list of construction accessories. the classes. characteristics. Enter the target catalog and make your changes. maximum load moment 165tm 2176-0154-01 Attachments Booms for cranes etc. 3. class types. Procedure Create the catalogs in Customizing for ETM . Read the system documentation. New catalog entries can also be interpolated directly in the catalog. choose ETM .Master Data ® Catalogs ® Catalog Costing and execute the Define Formula Parameters for Costing and Maintain Formula Definitions for Costing Customizing activities. Execute this Customizing activity. 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. material and tools (for example. save your entries and choose Back .Use Before you can reference to an ETM catalog. and therefore also to catalog valuation. you can link to the ETM catalog. the construction equipment list or “Bauaustattungsliste (BAL)” in Germany). If you want to use the same catalog in more than one client. 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. you can check and control the data transfer more easily.1. By assigning bills of material (BOMs) to equipment.1. Select the catalog that you want to copy.General ® Equipment and Tools Management (ETM) ® Master Data ® Catalogs ® Prerequisites for Catalogs . PUBLIC © 2014 SAP SE or an SAP affiliate company. Page 6 of 85 . 5. and dependencies to be used must be created in Customizing or in the Application Menu under Logistics ® Central Functions ® Classification System . Choose Equipment and Tools Management (ETM) ® Master Data ® Catalogs ® Define Catalog Code. For more information. In Customizing for Equipment and Tools Management (ETM). In this way. ETM has a batch-input session. it must have been defined in Customizing for ETM. They then form the valuation basis for settlement accounting. This means that you can import a different catalog into each different client in the same system. Return to the application menu and add new entries to the catalog (see: Creating an Entry in a Catalog). Choose Enter . ETM catalogs can be specific to a company. 2. Integration Catalog entries can be entered in ETM BOMs. Save your entries.1 Creating a Catalog Prerequisites If the catalog records are valuated or should have values and you want to use dependencies and interpolate. ETM catalogs are client-dependent.. 4. 2176-0154-C1 Extras Non-interchangeable equipment items such as diesel or gasoline engines Data Transfer Every catalog has to be purchased from the appropriate publisher as a compact disc (CD) or as discs. 1. We recommend that equipment be entered in separate lots according to main group. All rights reserved. you have to define in which logical system the original catalog is stored. !--a11y--> 1. see the Implementation Guide for ETM under Logistics . Enter the catalog and the file path where the data to be imported can be found.KAT9. !--a11y--> PUBLIC © 2014 SAP SE or an SAP affiliate company. Result You have created a new catalog.00 Only catalog values Lock against catalog maintenance Catalog use S Index series Logical system !--a11y--> Importing the Construction Equipment Catalog (to 4. a standard text processing program should provide a text file with catalog texts and a text file with catalog values. The catalog values remain unchanged when this indicator is set. the Catalog Structure is available with all its values and texts. Result After these programs have been imported. for example. Repeat this procedure for program /SAPCEM/TEXT (equipment texts). You can also enter a file type. The ABAP Editor: Initial Screen appears.6C1 Inclusive) Prerequisites For each main equipment group.TXT . Save your entries. set the Only read texts indicator. KAT1.txt> on the Batch Input for Catalogs screen. Procedure Choose Tools ® ABAP Workbench ® Development ® ABAP Editor from the R/3 initial screen. for example. 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 Hierarchy level for catalog group 1 2 Hierarchy level for 3 2 3 4 5 catalog group 2 Percent 20. Page 7 of 85 . If you want to update the descriptions that are already in the system or import texts in a further language.TXT. Execute this program.8. Enter program /SAPCEM/BI (equipment values) in the Program field. c:\BGL\<KAT1. Choose Execute. All rights reserved. 6C1 Inclusive) Prerequisites At least one ETM Catalog must exist. Enter the catalog code and the file path on which the data for import is held. subsequent text entry is BOM text.Importing Catalogs (from Release 4. !--a11y--> Displaying the Catalog Structure (to Release 4.6C2 Inclusive) Prerequisites To directly input a catalog a catalog must be defined in the IMG activity Define catalog code . The data can be provided by a suitable tool such as EXCEL (for example. · Data type #3: Any number of entries with the following structure can exist per data record #3 Characteristic name Characteristic value Procedure Choose Tools ® ABAP Workbench ® Development ® ABAP Editor from the R/3 initial screen. 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. 2. however it helps for clarity · When converting BGL91 the catalog text for catalog entries is either copied from the provided text file or. E for English) Catalog text BOM text. /SAPCEM/INPUT_BGL91 or /SAPCEM/CATALOGUE_INPUT. Choose an activity mode or copy type ( I = Insert. On the initial screen choose Logistics ® Equipment and Tools Management ® Master Data ® Catalogs ® Catalog Structure (Old). M = Modify ). 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. If you do not set this indicator the data is updated. If you set the Test run indicator. Execute the program. All rights reserved. from the BOM text · In the case of your own ETM BOM catalog you should define catalog entries. 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 (*. report /SAPCEM/INPUT_BAL90 for data from BAL90). The Copy Data from Catalog Input screen appears. Result After importing the program(s) the catalog structure is available in the system. Page 8 of 85 . ‘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. Entry of a text after the language indicator is viewed as catalog text. Procedure 1. The ABAP Editor: Initial Screen appears. the others are optional. In the Program field enter /SAPCEM/INPUT_BAL90. 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. in the case of your own catalogs) or by a data preparation program (report /SAPCEM/INPUT_BGL91 for data from BGL91. and BOM text. catalog text. Choose Execute. the system performs a data test and returns data errors or data information if successful.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. Enter a catalog code in the Catalog field. PUBLIC © 2014 SAP SE or an SAP affiliate company. if not available. 10. Catalog BGL2001 (Number in catalog. Choose Back and save your entry. 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). 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. The Create Number in Catalog: Initial Screen appears.6 Creating an Entry in a Catalog Prerequisites At least one ETM Catalog must exist. 5.5. 7. You can now make the entries you require on the Create Catalog Entries: Characteristic Value Assignment screen. !--a11y--> Displaying the Catalog Structure (from Release 4. 2. 2. All rights reserved. On the initial screen choose Logistics ® Equipment and Tools Management ® Master Data ® Catalogs ® Catalog Structure (New). Choose Enter . For more information. Enter a catalog code in the Catalog field. !--a11y--> 1. 6. If you create a catalog structure and non-valuated equipment you can enter a catalog text but not a BOM text. 4.6C2 Inclusive) Prerequisites At least one ETM Catalog must exist.1. Choose Execute to display the complete catalog structure. see Interpolation. Navigate through the structure to the desired node.1. Before you can create an entry (number) in the catalog. Choose Value assignment to display the characteristic assignment. On the bottom right you can see whether the equipment item is used in another BOM. Choose Enter . Enter the catalog code or choose one from the list. In an equipment group if you want to branch to the next higher level in the hierarchy choose Previous hierarchy level . The Catalog Structure Display with Values and Usage screen appears. Procedure 1.0410) Characteristic description Value Working life (in years) 7 years PUBLIC © 2014 SAP SE or an SAP affiliate company. You can display additional information for an entry by double-clicking on it. 3. In this transaction you can change the catalog or number in the catalog. 5. for example A. Page 9 of 85 . Choose Value assignment .3. 7. 3. 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. Using the function Detail view you can branch to the master data of the catalog record. Enter the number you want to create in accordance with the template. 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. You can use the functions Expand all and Collapse all . The catalog appears on the left in a tree structure. 8. 4. On the top right you can see the existing characteristic value. blk ). On the initial screen choose Logistics ® Equipment and Tools Management ® Master Data ® Catalogs ® Number in Catalog ® Create . 6. The values you enter here form the basis for pricing in ETM Settlement. 4. Choose Yes if you want to change the existing catalog values. Choose Execute.Average value when new 7. blk ). 3. You can branch to the material master record by double- PUBLIC © 2014 SAP SE or an SAP affiliate company. Procedure 1. Displaying a Catalog Entry 1. Prerequisites · The ETM catalog must exist in Customizing for ETM. Choose Value assignment .00 € Overall commissioning time in months (lower value) 55 months Depreciation and interest (lower value as a percentage) 2. Make your changes.00 € !--a11y--> Changing and Displaying a Catalog Entry Procedure Changing a Catalog Entry 1. · The materials must have been created. All rights reserved. Choose Overview if you want to display a list of materials with or without a catalog assignment. Enter the catalog code and the catalog number that you want to change. 2.00 € Repair (as a percentage) 1. 6.5 % Depreciation and interest (upper value as an amount) 179. On the initial screen choose Logistics ® Equipment and Tools Management ® Master Data ® Catalogs ® Number in Catalog ® Display . On the initial screen choose Logistics ® Equipment and Tools Management ® Master Data ® Catalogs ® Bill of Material ® Create . Page 10 of 85 .2 % Depreciation and interest (lower value as an amount) 157. The Create Material Assignment: Initial Screen appears. 2.150. Double-click on the entry that you want to display and choose Continue . Choose Back to exit the change screen and save your entry. You can change the mode using Display <-> Change . A dialog box appears. 3. On the initial screen choose Logistics ® Equipment and Tools Management ® Master Data ® Catalogs ® Catalog Number ® Change . 4.4 % Repair (as an amount) 100. 4. Enter the catalog code and the catalog number that you want to display. 5. The Display Number in Catalog: Initial Screen appears.200 kg Depreciation and interest (average) 168.00 € Overall commissioning time in months (upper value) 50 months Depreciation and interest (upper value as a percentage) 2. 7. Enter a material.00 € Weight 1. !--a11y--> 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. 2. 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. The Change Number in Catalog: Initial Screen appears. Enter the number in the catalog that you would like to assign the material to. Choose Enter . 2. All rights reserved. The parts are referred to as items. On the initial screen choose Logistics ® Equipment and Tools Management ® Master Data ® Catalogs ® Material Assignment ® Change . Each item has a value. On the initial screen choose Logistics ® Equipment and Tools Management ® Master Data ® Catalogs ® Material Assignment ® Delete . The Display Material Assignment: Initial Screen appears. Use Any amount of ETM BOMs can be assigned to a piece of ETM equipment. 2. Enter the material that you want to delete the assignment for. The Delete Material Assignment: Initial Screen appears. The Change Material Assignment: Initial Screen appears. 4. 4. Enter a material and choose Enter . machines. Choose Enter . forms the ETM Equipment. Enter the material that you want to change the assignment for and choose Enter.clicking on the appropriate material. A message confirming that the assignment has been deleted appears at the bottom of the screen. You can only enter materials with a material type that has been defined as allowed and entered in Customizing for ETM. interchangeable items and attachments) that. Deleting a Material Assignment 1.2 ETM Bill of Material (BOM) Definition An ETM bill of material (BOM) is a list of parts (for example. 5. Save your entry. 2. 3. Save your entries. ETM BOMs are time-dependent. A message confirming that the assignment has been created successfully appears at the bottom of the screen. Displaying and Deleting a Material Assignment Procedure Changing a Material Assignment 1. The cumulated values of the items form the equipment valuation (value assignment for the equipment). However. 6. Page 11 of 85 . together with a description and quantity. Structure PUBLIC © 2014 SAP SE or an SAP affiliate company. On the initial screen choose Logistics ® Equipment and Tools Management ® Master Data ® Catalogs ® Material Assignment ® Display . you can trace which BOM was active with which value when the settlement run took place. In other words.1. Displaying a Material Assignment 1. !--a11y--> Changing. !--a11y--> 1. Enter the material number and the appropriate catalog. Choose Delete and then Yes in the confirmation prompt. equipment. 3. 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. 3. Choose Back and save your entries. this dialog box does not appear. You cannot activate BOMs with items or a Valid from date in the future. If an active ETM BOM already exists. You can display the catalog entry by double clicking on it. a dialog box appears. The Create ETM BOM: Initial Screen appears. Page 12 of 85 . 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. you can then deactivate the active BOM. Select the entry and choose Choose entry to copy the catalog entry to the entry screen. 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. · for which ETM Catalog you want to create the BOM.1.!--a11y--> 1. Choose Yes if you want to add this number to the catalog. If interpolation is not possible you must perform manual classification. Choose Value assignment to branch to a view for entering characteristic value assignments. You branch to transaction J3GK01 (Create Number in Catalog). Choose No ( Interpolation ) if you want this number to be interpolated for this BOM only. All rights reserved. If you wish.2 Changing and Displaying a BOM PUBLIC © 2014 SAP SE or an SAP affiliate company. you can change these values. Choose Execute. If necessary. !--a11y--> 1. The date cannot be before the date in the EquiSgmnts from field. Enter all the additional items that you want the equipment to consist of. Choose Save and activate . Enter the date as of which you want the BOM to be valid in the Valid from field.2. Enter the appropriate values.2. Enter an equipment number and the appropriate catalog and choose the number in the catalog from the catalog structure. If a catalog number does not exist. · as of when you want the ETM BOM to be valid. The catalog number that you have chosen is automatically copied as the first item in the BOM. blk in ETM ® Master Data ® Catalogs ® Define Catalog Code .1.1 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. Procedure On the initial screen choose Logistics ® Equipment and Tools Management ® Master Data ® Catalogs ® Bill of Material ® Create . If you save (without activating). How the system reacts depends on the Customizing settings for the indicators Only ctlg value and Ctlg maint. The system writes a default value into the fields for the quantity and the description/short text. and choose Active BOM to display the ETM BOM that is currently active. The Bill of Material Display screen appears. bottom left you see the total evaluation of the BOM and bottom right the evaluation of the selected item. The selection fields Equipment . !--a11y--> 1. On the initial screen enter an equipment number. On the initial screen if you choose Active BOM you branch to the BOM display (Displaying a BOM). place the cursor in the next available item line. If you want to delete an item. Choose Execute. Choose the appropriate ETM catalog by double-clicking on it. choose Value assignment . 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. Page 13 of 85 . If you want to display the value assignment for a specific item. Procedure Changing a BOM On the initial screen choose Logistics ® Equipment and Tools Management ® Master Data ® Catalogs ® Bill of Material ® Change . You branch to this transaction if you choose the ETM BOM function in the equipment master record.6C2 Inclusive) Procedure If you want to display a BOM proceed as follows: 1. If you just enter an equipment number (and do not enter a catalog). A screen displaying an overview of all ETM BOMs that exist for this equipment appears. a dialog box appears.BOM for equi. if more than one ETM catalog exists. This means that you can display this item but you can no longer make any changes to it. select it and choose Delete . At the top you see the actual BOM data and the associated item. Number . Key date cannot be input. 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. Displaying a BOM On the initial screen choose Logistics ® Equipment and Tools Management ® Master Data ® Catalogs ® Bill of Material ® Display . Number in catalog . If you want to display the value assignment for the active equipment BOM. choose Value assignment – active BOM for equipment . In an ETM BOM an item can already be completed (depending on the settings completed items have a different color). currently displayed . ETM catalog and the number in the catalog and choose Enter . · You can change the value assignment of existing items. select this item and choose Value assignment for item. If you want to display the value assignment for the ETM BOM item that is currently displayed. · You can change quantities and short descriptions.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. The interpolated catalog values are derived from the catalog items situated above and below the equipment number you wish to PUBLIC © 2014 SAP SE or an SAP affiliate company. The Display ETM BOM: Initial Screen appears. The Change ETM BOM: Initial Screen appears. You have a variety of standard display and sort functions and you can change the BOM within the transaction. This is the case when the BOM that is currently being displayed is the active BOM. you can enter a date in the Items from field to display the items that are contained in the BOM on this key date. Enter at least the Equipment number and the appropriate ETM catalog . All rights reserved. Enter the Equipment number and the appropriate ETM catalog .2. Choose either Save or Save and Activate . and choose Overview . and choose Active BOM . If you want to add an item. and you can add and delete items. 4. Choose Execute.1. 3. If you choose a BOM using the Overview function. !--a11y--> Displaying the BOM (from Release 4. in the ETM catalog. 2. Catalog . as such.Prerequisites · You can only change BOM items for which the Valid to date lies in the future. You can choose an entry by double-clicking on it. 1.500.000.02.00) Catalog number Characteristic A.000.00 Interpolation 1 for catalog number A.02.00 A. monthly repair costs and monthly depreciation and interest rate can then be determined with sufficient exactness.0910 Average value when new € 136.00 Interpolation 2 for catalog number A.1.1.1. One the one hand. you can interpolate when you enter the ETM BOM.00 x 50/110 + € 116. You can also use interpolation to change existing catalog values. Extrapolation must take place if the technical size of an equipment PUBLIC © 2014 SAP SE or an SAP affiliate company.00 Interpolated catalog number A.0760 Catalog number Characteristic A.000.000. Page 14 of 85 .00 Interpolation takes place if an equipment lies between two technical sizes.0800 Catalog number Characteristic A.500. This makes a permanent change to the ETM catalog.0910 Catalog number Characteristic A. The average value when new.02.00 Monthly repair costs € 1.000.02.0760 Average value when new € 108.500.0760 Average value when new € 108.0800 Average value when new € 116.02.00 Monthly depreciation and interest.500.410.1.1.320.00 Monthly depreciation and interest.02.00 Monthly repair costs € 1.000. Prerequisites The number logic for the numbers in the catalog has to be subject to encoding.02.1.1.0910 Average value when new € 136.0800 (Calculation formula: Difference of € 28.200 Monthly depreciation and interest. lower value € 2. lower value € 2.00 A.00 = Average value when new of € 150.0850 Average value when new € 125.0760 Average value when new € 108.02.1.02.1.00 = Average value when new of € 116.0910 Average value when new € 136.170.00 Monthly repair costs € 1.00 Example With Two Interpolations Existing catalog numbers Catalog number Characteristic A.02. Example of Interpolation Existing catalog number A.500. lower value € 2. You can only interpolate if the ETM catalog item that is to be interpolated lies between two existing adjacent equipment sizes (technical statistics).0800 Average value when new € 116.730.1.500.770. you can interpolate an entry directly in the ETM catalog. On the other hand.00) Catalog number Characteristic A.02.00 x 40/150 + € 108.00 A.1.0910 Average value when new € 136.0800 Average value when new € 116.02.00 A.00 A.interpolate and are used to calculate values for the new items.02.500.1. All rights reserved.510.1.500.320.500. This interpolation is then only valid for this one BOM.02.02.00 Existing catalog number A.0850 (Calculation formula: Difference of € 20. You have two options as far as interpolation is concerned.1.02.1. · Assignment of Packages. · ETM-Specific Data Time-dependent data that can change throughout the period of time that the equipment is in use. For further information on equipment in the standard R/3 System.is max. see Equipment. 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 à equipment item). You can use workflows to minimize the amount of time and effort you have to spend on maintaining equipment master data. equipment category or equipment type. All rights reserved. This is referred to as an acquisition. equipment. Engineering. These objects can belong to all branches of industry. Bulk products and less expensive equipment are defined and managed as multipart equipment.1. you do not need to define a relationship. scaffolding. · Storage of master operators (partner roles). the Owner/Administrator and the Owner/Administrator Relationship must have been defined in Customizing. The commissioning time of equipment at one usage site is documented using Shipping and Performance-Based Equipment Documents. the PM order (that acts as cost collector or account assignment object for the equipment). shuttering and tools that have to be sent and managed. If the variances are larger.1 Creating Equipment PUBLIC © 2014 SAP SE or an SAP affiliate company. 20% below the smallest or above the largest technical size. pieces of equipment that are expensive and managed in asset accounting are defined and managed as equipment items. 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 Objects ® Equipment ® Equipment Usage Period ® Usage history update and Define history-relevant fields . see the documentation in Customizing for ETM under Master Data ® Workflow Integration FI-AA ETM . Integration If you want to be able to create equipment. change the activity type of the equipment (equipment remains on the same usage site). If the owner and the administrator are the same. send it from usage site to usage site.3. you have to manually enter the value. time-independent data that tends not to change with time. Once defined. · Assignment to Planning using classification. You may want to do this. Structure The equipment master record contains several types of data: · General data Fixed. withdraw the equipment from usage (retirement). machinery. aircraft and road traffic objects and so on. For more information.1. if the rental agreement has expired or if the equipment is scrapped. !--a11y--> 1. for example. · Assignment of Insurance Data.3 ETM Equipment Definition ETM equipment encompasses objects such as vehicles. owner or administrator. Generally speaking. · Assignment of ETM BOMs. for example. If you want the historical data to be updated. Page 15 of 85 . construction. for example. · you want to manage ETM-specific data for the equipment. Use Equipment can be classified as Performance-Based Equipment or Time-Based Equipment. You can perform the following activities for equipment: · · · · send it directly from a warehouse/storage location to a usage site (construction site). if the equipment is sold. !--a11y--> 1. Create an equipment master record if: · you want to add equipment to stock for the first time. 16. Enter this owner order/administrator order as the account assignment object (cost collector) in the PM order owner or PM order admin. otherwise you will not be able to enter any documents (see: Document Entry). On the screen area Planning data in the field Planning Group you can define the assignment planning group <-> equipment from the equipment master record. · for which document categories the equipment is allowed. If you set both indicators you can settle equipment on the basis of its shipping documents and PBE documents. 4. Procedure 1. Choose the ETM data view . If you do not set either of the indicators the equipment is not settled. 9. Page 16 of 85 . If you want to enter shipping documents and performance-based equipment (PBE) documents for the equipment in retrospect. 6. On the initial screen choose Logistics ® Equipment and Tools Management ® Master Data ® Equipment ® Create. Please ensure that the C (copy measurement reading) and Counter indicators are flagged. 11. An internal number then replaces this dummy when you save the master record. A message confirming that the equipment/equipment number has been created appears at the bottom of the screen. Choose Back . Enter an equipment category. Create an actual or calculated measuring point for the equipment by choosing Extras ® Measuring points/counters . you can change it. 12. a dummy is used as default in the views that follow. Using the menu path Extras ® ETM. · whether loading and unloading costs or provision fees are to be charged for the equipment. You can find further information under Entry of Measurement Readings and Meter Readings. 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. you can go to a list of shipping documents and PBE documents and a list of the total equipment costs. · whether the equipment has been bought or whether it is being rented. enter the equipment number of the equipment you want to copy from in the Equipment field in the area of the screen entitled Reference . You must enter an Owner and/or Administrator. 14. The Create Equipment: General Data screen appears. 17. However.1. All rights reserved. On the screen area Settlement Type only the indicators With ShipDoc. enter an equipment number here. you can determine that equipment is only settled by activity or on the basis of performance-based equipment (PBE) documents. !--a11y--> 1. 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 the control parameters as required. In Customizing for Equipment and Tools Management (ETM) . have an effect in the new settlement logic. 13. if necessary. You can enter a user-specific validity date on the tabstrip Parameters under Tools ® Administration ® User Maintenance ® Users . The Leasing type field is filled in accordance with the settings for the Owner/Administrator Relationship in Customizing. 3. The equipment category controls which views and entry screens appear in the equipment master record. 5. you must know the following: · whether you are dealing with an equipment item or multipart equipment. If you set the indicator With PBE Doc. · whether you are dealing with Performance-Based or Time-Based Equipment. 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. If you set the indicator With ShipDoc. you must back-date the equipment number accordingly. Enter the date on which you are creating the equipment in the Valid on field. 2. 18. The Create Equipment: Initial Screen appears.3. If internal number assignment has been set in Customizing. check which equipment type is ETM-specific. · whether the equipment is to be managed centrally or decentrally (Planning). 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. and With PBE Doc. Choose Enter . Make the necessary entries on this screen. 7. A dialog box appears from which you can choose which data you want to be copied from the template equipment to the new equipment. If you want to use another equipment as a template to copy from when you create the new equipment.Prerequisites Before you can create equipment. Choose Partners if you want to enter the partner function and personnel number of the operator who is responsible for the equipment. Choose Enter .2 Changing and Displaying Equipment PUBLIC © 2014 SAP SE or an SAP affiliate company. For more information. field on the ETM data tab page in the equipment master record. If you double-click (or press F2) in the field Current loctn you can go to the corresponding shipping document. 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). Save the master record. you can determine that equipment is only settled by commissioning or on the basis of shipping documents. 10. 8. see Customizing for Equipment und Tools Management (ETM) under Master Data ® Workflow Integration FI-AA ETM. If external number assignment has been set in Customizing. 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. 15. You can find further information about archiving equipment data in the documentation for the cross-application component (CA-ARC) under Data Archiving . choose the appropriate tab page. Choose Equipment ® Functions ® Deletion flag ® Reset . Choose Equipment ® Functions ® Deletion flag ® Set . 4. If you want to make further changes. On the initial screen choose Logistics ® Equipment and Tools Management ® Master Data ® Equipment ® Change . you can branch to the change mode from the display mode. 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 Change Equipment: General Data screen appears. This field remains empty for multipart equipment since there may be several usage sites.. Likewise. start report /SAPCEM/CHANGE_EQUI_DATE by choosing System ® Services ® Reporting . if you want to change the equipment category. in which quantity and with which unit of measure and activity type are on which usage site. Save your changes. Page 17 of 85 .. The Display Equipment: Initial Screen appears. You can display further information for the equipment using the menu bar and the function keys.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. The system cancels the Deletion flag status for this equipment master record. !--a11y--> PUBLIC © 2014 SAP SE or an SAP affiliate company. The Stock List “Current Stock” displays which equipment and materials.Procedure 1. You can also change the maintenance plant by choosing Edit ® Change maintenance plant and the views that are displayed by choosing Edit ® View selection. Procedure Setting the Deletion Flag 1. 2. 3. The Change Equipment: Initial Screen appears. 3. You can display any Packages that have been created for the equipment under Extras ® ETM ® Package .. A message informing you of differences in the two types may appear. Be aware of the effects that these changes have on other functions! 6. please see: Deletion Flag for Master Records. on the Display Equipment: Initial Screen screen choose Equipment ® Display ® Change . !--a11y--> 1. Be aware of the effects that these changes have on other functions! 5. A message confirming that the equipment/equipment number has been changed appears at the bottom of the screen.1. The Current loctn field displays the current usage site for equipment items. On the initial screen choose Logistics ® Equipment and Tools Management ® Master Data ® Equipment ® Display . The system sets the Deletion flag status for this equipment master record. 7. 3. 2. 2.. Access the equipment master record in change mode. you can choose Extras ® ETM ® Used in package to display the packages in which this equipment has been included. For further information. Displaying Equipment 1. It does not. Choose Edit ® Change category. 3. Save the master record. Canceling the Deletion Flag 1. however. All rights reserved. You can display information of this nature using the Stock List “Historical Stock” . Make all the necessary changes. Enter an equipment number and choose Enter . Save the master record. Enter the Equipment number and choose Enter . tell you since when the equipment has been on the usage site or with which shipping document the equipment was sent. Access the equipment master record in change mode. If you want to change the Valid-from date for equipment in retrospect. 2.3. If necessary. for example. The Display Equipment: General Data screen appears. To do this. 2. Page 18 of 85 .3. Procedure Deactivating Equipment Perform the following three steps if you wish to deactivate equipment: 1. 3. Enter the equipment number and choose Location data . Procedure 1.5 Assigning Equipment to an Asset Prerequisites The asset must have been created in a company code under Accounting ® Financial Accounting ® Fixed Assets ® Asset ® Create before you can reference to it in the equipment master record.1. Access the equipment master record in change mode. However. Access the equipment master record in change mode. The system sets the Object inactive status. !--a11y--> Activating and Deactivating Equipment Prerequisites Before you deactivate equipment. you can still create an ETM BOM for this equipment and activate it. Save the master record. Logistics ® Equipment and Tools Management ® Master Data ® Equipment ® Change . 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. The system cancels the Object inactive status. Choose Equipment ® Functions ® Active <-> Inactive ® Activate . you should be aware of the effects and repercussions of your actions. Save the master record. Activating Equipment Perform the following three steps if you wish to activate equipment: 1. 2. 2. Generally speaking. You can no longer enter any new shipping documents or performance-based equipment documents. but you nevertheless wish to retain the master data in the system (for example. SD orders can still be created for the Shipping and Performance-Based Equipment Documents and then also be included in the settlement run. !--a11y--> 1. On the Location tab page under Account assignment . 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 PUBLIC © 2014 SAP SE or an SAP affiliate company. 3. 3. enter the appropriate asset number (main or sub-number) and the company code. Choose Equipment ® Functions ® Active <-> Inactive ® Deactivate . Access the equipment master record in change mode. Features You can activate or deactivate equipment at any time you like. All rights reserved.Equipment Activation and Deactivation Use You use this function if equipment has been sold or scrapped. for statistical reasons). 4. 5. choose Logistics ® Financial Accounting ® General Ledger ® Document ® Reference documents ® Recurring document ® Display . for example. and registration date and choose Enter . Prerequisites The equipment must exist as a master record. !--a11y--> 1. You can then enter the appropriate recurring document for the transaction here. 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). Save your entry. The Create Tax/Insurance Data: Initial Screen appears.records. The Change Tax/Insurance Data: Initial Screen appears. On the initial screen choose Logistics ® Equipment and Tools Management ® Master Data ® Equipment ® Package ® Create . Make your changes. On the initial screen enter an equipment number. see Customizing for Equipment und Tools Management (ETM) under Master Data ® Workflow Integration FI-AA ETM. Enter an equipment number. 2. On the initial screen choose Logistics ® Equipment and Tools Management ® Master Data ® Equipment ® Insurance Data ® Display . insurance against fire.1. A message confirming that the equipment/equipment number has been changed appears at the bottom of the screen. vehicle insurance. If you wish to display recurring documents in the financial accounting module (FI). A message appears at the bottom of the screen confirming that the data for equipment/equipment number has been saved. Choose Recurring document . 3. insurance type. 4. Save the master record. 3. Procedure Creating Insurance Data 1. On the initial screen choose Logistics ® Equipment and Tools Management ® Master Data ® Equipment ® Insurance Data ® Change . 2. For more information. Changing Insurance Data 1. !--a11y--> 1. insurance type.1. The Display Tax/Insurance Data: Initial Screen appears.3. 2. Displaying Insurance Data 1. Integration You can maintain a link to standard FI (financial accounting) using recurring entry documents. Page 19 of 85 .7 Package PUBLIC © 2014 SAP SE or an SAP affiliate company. Save your changes. 4. and so on. and registration date and choose Enter . All rights reserved.6 Insurance Data Use You can store any amount of insurance data for equipment.3. Enter the required data on the detail screen. vehicle tax. Changing and Displaying Insurance Data Prerequisites The equipment must exist in a master record. !--a11y--> Creating. 7. two buckets. Shipping package items can only be physical equipment and materials.Definition A Shipping Package is a list of Equipment and/or materials. Inventory management uses the settlement package header (1000152). if you want to settle costs using an equipment catalog. A settlement package item cannot be a shipping package. A shipping package item cannot be a settlement package. it serves to allocate costs to different equipment (objects). a BOM has to have been assigned to each piece of equipment to be included in settlement. A Settlement Package is a list of equipment that is always sent and settled in its entirety. Structure of a Settlement Package Equipment = settlement package (header can only be “physical”/”real” equipment). You must have set the equipment item/multipart equipment indicator. They are not relevant in the shipping document. The box contains. 10 lengths of cable. Amongst other things. A box (equipment number 1000152) is sent to a usage site with a shipping document. Settlement package items can only be physical equipment. Prerequisites · · · · · · · · All the equipment and materials that you want to use must have been created as master records. Page 20 of 85 . All rights reserved.1 Shipping Package Use A shipping package is an aid to entering documents (please see: Document Entry). You cannot enter any other shipping package as an item in the shipping package items.3.).1. The assignment of the ETM BOM to the appropriate equipment is not affected. Equipment can either be in the form of a shipping package or a settlement package. five floor cloths etc. 100 screws and so on (a pre-determined number of each object). Equipment that you want to enter on item level in a shipping or settlement package must be physical equipment. However. The box PUBLIC © 2014 SAP SE or an SAP affiliate company. In other words. Structure Structure of a Shipping Package Equipment = shipping package (header can be either “physical”/”real” equipment or “fictitious” equipment). Integration Packages are assigned to equipment. !--a11y--> 1. A shipping package can be a settlement package and vice versa. A minibus is driven to a usage site with a box containing several small equipment items (a shovel. for example. You cannot enter any other settlement package as an item in the settlement package items. they are relevant in ETM Settlement. You make this setting in the field for allowed document categories in the equipment master record. inventory management is also performed. Prerequisites · If you are dealing with materials. description Hydraulic Excavator .and its contents are entered in the system and sent together as one shipping package. Both physical equipment and materials are allowed. If the shipping package number represents fictitious equipment. All rights reserved. · You cannot enter the shipping package number (equipment) itself as an item (in contrast to the settlement package).20 m³ 1 Itm 00020 10001480 Purpose-made bucket 2 Itm 00030 10001101 Ditching grab 1 Itm Entry in shipping document: Item Equipment Qty UM AT Equipment description 00010 10001491 1 Itm E Shovel with a capacity 3153-1025 PUBLIC © 2014 SAP SE or an SAP affiliate company. If the Copy shipping document indicator is set accordingly.20 m³ 1 Itm 00020 10001480 Purpose-made bucket 2 Itm 00030 10001101 Ditching grab 1 Itm Entry in shipping document: Item Equipment Qty UM AT Equipment description Number in catalog 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 3153-8025 00040 10000760 1 Itm E Hydraulic excavator 3151-0025 of 0. Features When you enter shipping documents. Fictitious indicator is set. you can also set the Copy ship.20 m³ Example 2 Equipment number 10000759. Example 1 Equipment number 10000760. you cannot integrate a shipping package into another shipping package. 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. description Hydraulic Excavator . If you so wish. the shipping package number is copied to the shipping document. doc. 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. · Equipment must have been defined as allowed for shipping documents. However. In this way. indicator so that this selection list does not appear. Number in catalog Page 21 of 85 . equipment item Shipping package 10000759 contains: Item Equipment Equipment description Qty UM 00010 10001491 Shovel with a capacity of 0. · The shipping package number can represent physical equipment or fictitious equipment. · Shipping package items can only be physical equipment. Fictitious indicator is not set. If the shipping package number represents physical/real equipment. the material type must have been defined as allowed in Customizing. Integration You can integrate a Settlement Package into a shipping package. the shipping package number is not copied to the shipping document. equipment item Shipping package 10000760 contains: Item Equipment Equipment description Qty UM 00010 10001491 Shovel with a capacity of 0. quantity and unit of measure.1. 2. After you have entered everything. 8.1. Enter the package number and choose Enter .20 m³ 1 Itm 00020 10001480 Purpose-made bucket 2 Itm 00030 10001101 Ditching grab 1 Itm !--a11y--> Changing. All rights reserved. The base unit of measure from the material basic data is used for materials.of 0. 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. PUBLIC © 2014 SAP SE or an SAP affiliate company. Select an item. This is a hydraulic excavator. A message confirming that the package for equipment/equipment number has been created appears at the bottom of the screen. 4. Displaying and Deleting a Shipping Package Procedure Changing a Shipping Package 1. If necessary. Enter the equipment number in the Package field. If you want to delete an item. 3. you can change these values. The system enters values automatically for the item. 4. 5. indicator to determine how and which items are copied to the shipping document. 6. 7. You can use a reference package as an entry aid. The unit of measure form the equipment master record is used for equipment.7. The Create Package screen appears. The indicators in the Resc column tell you whether the corresponding number in the Reso column refers to equipment or material. 2. the reference package must also be of type Shipping package . You can add new items with quantity and unit of measure. On the initial screen choose Logistics ® Equipment and Tools Management ® Master Data ® Equipment ® Package ® Create . The equipment must have ETM-relevant data and cannot be fictitious equipment. Select the appropriate entry for the Copy ship. All the equipment or material (resources) that you have entered are displayed in the Reso column. On the initial screen choose Logistics ® Equipment and Tools Management ® Master Data ® Equipment ® Package ® Change . Equipment number 10001490. You can use F4 as search help. Choose the appropriate entry for the Package type field and choose Enter . you can check your entries by choosing the Overview tab page. Choose Execute. Shipping package 10001490 contains: Item Equipment Equipment description Qty UM 00010 10001491 Shovel with a capacity of 0. Page 22 of 85 . 5.20 m³ 00020 10001480 2 Itm E Purpose-made bucket 3153-3025 00030 10001101 1 Itm E Ditching grab 3153-8025 !--a11y--> 1. The Change Package screen appears. 6. Save the master record.1 Creating a Shipping Package Prerequisites Before you can create a shipping package. select it and choose Delete item . Save the master record. You can use the Where-used list function or the menu path Extras à Where-used list to find out which packages the equipment is in. 3. an equipment item and the Fictitious indicator has not been set in the ETM data section of the equipment master record.3. Enter the equipment or material on the appropriate tab page. doc. Displaying a Shipping Package 1. Choose the package number in change mode. You can find out in which packages the equipment is still contained by choosing Logistics à Construction Equipment Management à Master Data ® Equipment ® Package ® Lists ® Manage Equipment in Packages and Manage Material in Packages from the SAP Easy Access screen. !--a11y--> 1. · Manages stock under one equipment number (settlement package number). · Fixed prices can be used. · Separates inventory management from settlement.2 Settlement Package Use · Cost assignment for multipart equipment. Confirm the prompt asking you if you really want to delete the package for equipment/equipment number. Choose Package ® Delete . Materials are not allowed. controls whether the costs for equipment are assigned to different administrators (PM order administrators) as a percentage or proportionally (using equivalence numbers). Enter the package number in the Package field. 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. · Inventory management only takes place on package number level and not on item level. All rights reserved. you must know the following: for which equipment master record you want to create the settlement package PUBLIC © 2014 SAP SE or an SAP affiliate company.3. This is a settlement package consisting of a finisher. You make this setting in the field for allowed document categories in the equipment master record. · You can also enter the settlement package number (equipment number) as an item. The package is separated into its individual items during Settlement. !--a11y--> 1.1. Deleting a Shipping Package 1.A message appears at the bottom of the screen confirming that the package for equipment/equipment number has been changed. shovel X and shovel Y.3. You can only use “physical”/”real” equipment (as opposed to “fictitious” equipment).1. · The equipment must have been defined as allowed for shipping documents or performance-based equipment documents.7. Equipment number 10000754. 3. You can branch to the appropriate master record by double-clicking on the equipment or material. Choose Execute. Nor can you integrate a settlement package into a settlement package.2. 2. In other words. Prerequisites · The settlement package number must represent physical equipment. 3. A message confirming that the package for equipment/equipment number has been deleted appears at the bottom of the screen.1 Creating a Settlement Package Prerequisites Before you can create a settlement package. 2. Page 23 of 85 .7. · Can be used when stock changes are made Integration You cannot integrate a shipping package into a settlement package. It is an equipment item and the Fictitious indicator has not been set. A message appears at the bottom of the screen confirming that the package for equipment/equipment number has been changed. Choose the appropriate entry for settlement packages in the Package type field. The descriptive text for the equipment is used when you enter documents. 6. You can add new items with quantity and unit of measure. If you want to delete an item. All rights reserved. Choose the package number in change mode. The unit of measure is taken from the equipment master record. you can change these values. Displaying a Settlement Package 1. quantity and unit of measure. Choose Enter . The sum of all the percentages must always equal 100. By entering a percentage or equivalence number in the first item line. taking all the conditions on the key date into account. in operation. Enter the text that you want to be used in evaluations and reporting functions in the Description field. 5. Confirm the prompt asking you if you really want to delete the package for equipment/equipment number. Page 24 of 85 . 3. ® Create . Enter the package number in the Package field. 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. For further information.1. A message confirming that the package for equipment/equipment number has been created appears at the bottom of the screen.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 On the initial screen choose Logistics ® Equipment and Tools Management ® Master Data ® Equipment ® Package The Create Package screen appears. A message confirming that the package for equipment/equipment number has been deleted appears at the bottom of the screen. 4. Choose Execute. On the initial screen choose Logistics ® Equipment and Tools Management ® Master Data ® Equipment ® Package ® Change . The quantity per item is only informative and has no effect. If necessary. hourly and daily prices for equipment with a specific activity type (for example. 2. 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.8 Price Information Use Using the appropriate Catalog (BOMs) as a basis for calculation. PUBLIC © 2014 SAP SE or an SAP affiliate company. The system enters values automatically for the item. shutdown). Enter the package number in the Package field. Enter your desired equipment as the first item and a percentage rate or an equivalence number. !--a11y--> 1. Choose Package ® Delete 3. Select an item. Enter the equipment number in the Package field. Deleting a Settlement Package 1. 2. 3. You can branch to the appropriate master record by double-clicking on the equipment or material. Displaying and Deleting a Settlement Package Procedure Changing a Settlement Package 1. The Change Package screen appears. 2. select it and choose Delete item .3. please see Settlement of a Settlement Package. you control further entries. Save the master record. !--a11y--> Changing. this function displays the monthly. Save the master record. Choose Execute. Since it may be either internal or external recipients/ship-to parties that request price information. Displaying Price Information (Equipment-Related) 1. 2. 2. Page 25 of 85 . The price information variants must have been defined beforehand in Customizing. 5. You can display price information by choosing Extras ® ETM ® Price information . Select a price information variant. The Display Equipment: Initial Screen appears. Choose the ETM Data view. Define which activity types you want to be able to assign to which document types. you must ensure that you have chosen the correct price information variant for either internal or external recipients. 3. the price is displayed. · A PM order administrator must have been assigned to the equipment. 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 . Define price variants in Customizing for Equipment and Tools Management (ETM) under Information Systems ® Variant Definition for Price Information ® Variants for Price Information .Integration You can call customer-specific price information or customer-independent price information: · For customer-specific 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. !--a11y--> Displaying Price Information for the Location PUBLIC © 2014 SAP SE or an SAP affiliate company. All rights reserved. !--a11y--> Displaying Price Information for the Equipment Prerequisites You have executed the relevant Customizing settings under Logistics – General ® Equipment and Tools Management (ETM) ® Information Systems ® Variant Definition for Price Information . the system uses data from the equipment master record to determine the price. On the initial screen choose Logistics ® Equipment and Tools Management ® Master Data ® Equipment ® Display . · 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. 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. · For customer-independent price information. Enter the equipment and choose Enter . Procedure Displaying Price Information (General) 1. 3. On the initial screen choose Logistics ® Equipment and Tools Management ® Master Data ® Equipment ® Price Information . 4. the customer’s conditions and the catalog price is used to determine the price. Activities 1. Enter the Equipment or the corresponding catalog number from the desired catalog. and choose Execute or Enter . Enter a recipient in the Recipient field. The Price Information for Equipment (General and Recipient-Related) screen appears. 6. Prerequisites · A BOM must have been created for the equipment. 3. 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. If the system finds a catalog equipment with an active BOM. 2. 4. The administrator manages (for example. machinery) the administrator is allowed to manage for the owner. If the owner and administrator are the same. All rights reserved. you have to create an Owner. Page 26 of 85 . you do not need to establish a relationship. a percentage of the rental revenue or whether there is no leasing charge at all) and which objects (equipment. This can be a static/fixed amount or a dynamic amount (for example. You can create totals and subtotals and print the list. You can define the owner/administrator relationship in Customizing for ETM. Choose Execute. a percentage of the revenue from the rental). 5. PUBLIC © 2014 SAP SE or an SAP affiliate company. 4.1.4. You have a variety of display and sort options. !--a11y--> 1. 2. !--a11y--> 1. Result The system displays all price information for the selected usage location and date in an ALV list (SAP List Viewer). On the initial screen choose Logistics ® Equipment and Tools Management (ETM) ® Transaction Data ® Environment ® Price Information for Construction Site or enter transaction /N/SAPCEM/PI_CSS. repairs and maintains) the equipment on behalf of the owner. 3. You then have to assign this master record to the appropriate equipment. Procedure 1.2 Creating an Owner/Administrator Prerequisites You must know the following before you can create an owner.1. The Price Information Location Stock screen appears. The owner can also be the administrator.4 Owner/Administrator Definition The owner is the owner of an equipment.1.Use Using this function you can determine equipment prices for a particular usage location on a particular date. In return for being allowed to rent the owner’s equipment and therefore collect and receive revenue form the rental to external third parties. Use Depending on the ownership relationship. rents. Enter a date and a recipient. 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. The owner manages the equipment in plant financial accounting and is responsible for depreciation of the equipment. whether the administrator has to pay the owner a fixed amount.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. If this is the case. Use The owner/administrator relationship determines which leasing type applies to the administrator (for example. !--a11y--> 1. an Administrator or an Owner/Administrator master record. the administrator has to pay the owner a leasing charge. the default entry in the owner/administrator master record is for no leasing. !--a11y--> 1. In addition to standard views. even the sender must have received the equipment. If external number assignment has been set in Customizing. 4. 6. Save the master record. In Customizing for Equipment and Tools Management (ETM). Proceed as described above in (2) under “Creating an Owner/Administrator”. A message confirming that the data for this owner. however. 4. This. Displaying an Owner/Administrator 1. choose Master Data ® Owners and Administrators ® Determine Owner/Administrator . a retirement (only the sender is entered and the recipient field remains empty). Choose Enter . You should not understand this term to mean merely a “recipient” in the conventional sense of the word. The Create Owner/Administrator: Initial Screen appears. Use Either the sender or the Ship-To Party or the sender and the ship-to party must be entered in the Shipping Document. 5.5 Recipient Definition The recipient is a central control element in ETM. 5. Page 27 of 85 . 2. !--a11y--> Changing and Displaying an Owner/Administrator Procedure Changing an Owner/Administrator 1. owner/administrator has been saved appears at the bottom of the screen. Select Create Owner/Administrator and press Choose . 3.1. either enter the owner/administrator number here or the system sets the number during save. 3. On the initial screen choose Logistics ® Equipment and Tools Management ® Master Data ® Environment ® Owner/Administrator ® Create. Choose Enter . Make the necessary changes. On the initial screen choose Logistics ® Equipment and Tools Management ® Master Data ® Environment ® Owner/Administrator ® Change. Choose Enter . On the initial screen choose Logistics ® Equipment and Tools Management ® Master Data ® Environment ® Owner/Administrator ® Display. Enter the owner/administrator that you want to display. a change of activity type (the sender and the recipient are the same) or shipping (from one usage site to the next). Make all the necessary entries. 6. 3. 1. The term “recipient” is used as an umbrella term to cover a variety of roles in ETKM. The recipient can be the ship-to party. there are two ETM views where ETM basic data and ETM settlement data for the recipient can be stored. depends on whether you are dealing with an acquisition (only the recipient is entered and the sender field remains empty). The Display Owner/Administrator: Initial Screen appears. Enter the owner/administrator that you want to display. indicator to 1. 4.2 or 3 according to whether you want this master record to be for an owner. administrator. 2. PUBLIC © 2014 SAP SE or an SAP affiliate company. The controlling area and the mapping category (business area/company code/plant) fields already have default values entered in them. but also the sender of equipment (since to be able to send the equipment. in other words. Creating an Owner/Administrator in Customizing You can also create owner/administrator master records in Customizing for ETM. All rights reserved. 3. 2. Save your entries.Procedure Creating an Owner/Administrator 1. an administrator or an owner/administrator. administrator. Enter the name of the owner/administrator. owner/administrator has been saved appears at the bottom of the screen. 2. The Change Owner/Administrator: Initial Screen appears. been the recipient of the equipment at some point in time). Set the Owner/admin. A message confirming that the data for this owner. to find out which sales areas (combination of sales organization. A screen for entering address details appears. Integration The customer master record has been enhanced by ETM-specific views. Which company code a recipient belongs to depends on which company code the appropriate account assignment object (for example. The system copies the account group of the recipient being copied to the new recipient. CO order or PM order) has been created in. (customer internal settlement) is the actual sold-to party that appears in the order header during internal settlement. Save the master record. Page 28 of 85 . For further information.set. go to 8. enter the number here.1. and so on) whether the account assignment object has already been created as an object. 8. equipment and WBS element) are relevant to postings in FI/CO during settlement. 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) .. distribution channel and division. All rights reserved. Enter the appropriate Indicators in the ETM . Enter the different sales data as required. It has no relevance in ETM since the providing party and debited object (for example. Enter the new sales organization/distribution channel/division and recipient in the upper part of the screen and choose Enter . cost center.1 Creating a Recipient Prerequisites Before you can create a recipient. PUBLIC © 2014 SAP SE or an SAP affiliate company. Procedure On the initial screen choose Logistics ® Equipment and Tools Management ® Master Data ® Master Data ® Recipient ® Change . If you want to create a recipient by copying from a reference template. you must know the following: for which sales area (sales organization/distribution channel/division) you want to create the recipient. project definition. ETM provides account group J3G. Enter a planning area. and so on) you want to assign the recipient. a placeholder is displayed instead of the number. warehouse/storage location. If you flag the BlckIndDocEntry field (block indicator against document entry). change the default dummy or standard recipient. !--a11y--> 1.Settlement view. If external number assignment has been set in Customizing. the Cust. Enter a sales organization. see: Customer Master Data. If internal number assignment has been set in Customizing. to which grouping (dummy recipient. see: Account Group. The customer (internal settlement) is necessary purely from a sales and distribution point of view. If you want to create a recipient without copying from a reference template. The account assignment object must have already been created before you can reference to it. For further information. then the warehouse/storage location is the sender and the usage site is the ship-to party (recipient). Choose Enter .. An internal number then replaces this placeholder when you save the master record. You cannot enter a different account group for each different sales area (sales organization/distribution channel/division). If you want to display all the sales areas for a specific client. enter the customer with the sales organization/distribution channel/division that you want to copy in the Reference area of the screen. Choose Customer’s sales areas. which recipient type you are dealing with (for example. 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). Assign an account group to the recipient. Make all the necessary entries on this screen and the standard views that follow. This number range can be either internal or external. If required. Choose Execute. You cannot change the reference type here. Enter an account assignment object. 7.. If you want to copy a recipient that has been created in a different sales area (sales organization/distribution channel/division). internal usage site or external third party.int. This is recommended if you are dealing with dummy recipients (recipients of reference type Dummy ). to which account group you want to assign the recipient (necessary for internal/external number assignment). WBS element.If equipment is sent from a warehouse or storage location (usage site) to a construction site (usage site).5. choose All sales areas. Enter the Recipient Type in the ETM . you can prevent this recipient from being entered in documents.Basic Data view. The account group is the same for each recipient. A number range is assigned to the account group in Customizing.. The Reference Type field contains an entry in accordance with the settings in Customizing. enter the customer number you want to copy from in the Customer field in the Reference area of the screen. From an ETM point of view. distribution channel and division) the recipient has already been created for. The Create Customer: Initial Screen appears. 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. You can now create Shipping and Performance-Based Equipment Documents for this recipient. 2.2 Basic Functions ETM Planning Document Entry Calendar Maintenance ETM Settlement Inventory !--a11y--> ETM Planning Purpose You can use ETM planning to help you enter requirements (for example. 2. WBS element). Enter a customer and sales area if necessary. On the initial screen choose Logistics ® Equipment and Tools Management ® Master Data The Display Customer: Initial Screen appears. 3. !--a11y--> 1. By using F2 or a double-click on the account assignment object (field Order ) you go to the general data of the customer. On the initial screen choose Logistics ® Equipment and Tools Management ® Master Data The Change Customer: Initial Screen appears. Make your changes and save them. ® Master Data ® Recipient ® Display . 5. ® Master Data ® Recipient ® Change . customer internal settlement and the account assignment object or reference category (for example. you cannot change the recipient type . Process Flow · Requesting party (for example. 4. and choose Continue . construction site supervisor) reports a requirement · This requirement is entered in the system in the form of a requisition note with the appropriate 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 message confirming that the recipient master record has been created for the sales organization/distribution channel/division appears at the bottom of the screen. A message confirming that the changes have been made appears at the bottom of the screen. If shipping documents have already been created for the recipient. 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. Result The master record has been created. 4. All rights reserved. PUBLIC © 2014 SAP SE or an SAP affiliate company. · A shipping document is used to send the required and confirmed equipment to the appropriate usage site. You can display the account group by choosing Extras ® Administrative data . Displaying a Recipient 1. 3. equipment needed by a usage site) that will then be processed by a stock and requirements planning controller. Enter a customer and sales area if necessary. Page 29 of 85 . !--a11y--> Changing and Displaying a Recipient Procedure Changing a Recipient 1. Using the button Location Stock you go to the report to determine the usage site stock. and choose Continue . 1.03.99 30.1. Prerequisites · · · · · · · All equipment (equipment items) are classified (for example.1 Requisition Note Use Requisition notes are used by the requesting location (for example. Integration The stock controller then processes the requisition note and either confirms or rejects the requirement(s) on the Requirements Overview screen. 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 .!--a11y--> 1. All rights reserved.shovel X Additional equipment .99 1 LT ST Immediately 501034 Cat. Equipment items must be allowed for a document category Activities For equipment items.99 1 changed 040 010 OTHER Item 040 is a sub-item of item 010.2.02. Qty UM Start End S Loader on wheels 1 Itm 01. graders.99 31.06. 120 1 Itm 01.12.01.99 1 Cannot be Other equipment 2 Itm 01. Equipment with the required features and characteristic attributes are registered in planning for the required period of time.1. assigned to the class for excavators.07.04.1 Creating a Requisition Note PUBLIC © 2014 SAP SE or an SAP affiliate company. For multipart equipment.04.2. Page 30 of 85 . enter the class with the appropriate characteristic attributes. wheeled loaders. enter the equipment number directly.99 30. cranes.99 1 ASAP 700200 Steel pipes 300 Itm 01.99 21. usage site) of an equipment. Entering Requirements Item Main item Class 010 Loader on wheels 020 Digger 030 Equipment Desc.fork !--a11y--> 1. 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 The equipment must have been flagged as relevant to planning Multipart equipment must have been defined as allowed in Shipping Document Entry. PUBLIC © 2014 SAP SE or an SAP affiliate company. If you enter the requirement using the class the Characteristic Value Assignment screen appears. Select the item(s) you want to delete and choose Delete requirement . You can change this data if you wish. A message confirming that the requisition note/requisition note number has been saved appears at the bottom of the screen. Displaying and Deleting a Requisition Note Procedure Changing a Requisition Note 1. 2. by choosing Package . Displaying a Requisition Note 1. The system displays the appropriate contact person and telephone number from the recipient (customer) master record in accordance with Customizing settings.You can branch to the appropriate master record by double-clicking on the recipient. If you double-click on the recipient. 5. Enter your requirements on item level. 6. Procedure 1. All rights reserved. Choose Enter . 7. On the initial screen choose Logistics ® Equipment and Tools Management ® Transaction Data ® Planning ® Requirements Note ® Change . You can use F4 matchcode help. Enter the from-date and to-date for the period of time that the site requires the equipment in the Period fields. 3. 2. Select an item. The Create Requisition Note screen appears. Enter a document number. Enter a document number. Make your changes. On the initial screen choose Logistics ® Equipment and Tools Management ® Transaction Data ® Planning ® Requirements Note ® Change . This date is only a proposal for the items in the requisition note. 3. 6. Choose Enter . 3. on which you can further classify your requirement. You can enter requirements for equipment items using the class and requirements for multipart equipment using the equipment number. Save the requisition note. You can enter a short text and a longer descriptive text as notes to help the stock controller if you wish. You can display further information for the recipient by choosing Goto ® Header . !--a11y--> Changing.You can branch to the package list for the equipment. Deleting a Requisition Note 1. A message confirming that the requisition note/requisition note number has been saved appears at the bottom of the screen. You can find further information on this subject under Changing the Requirements Overview. Page 31 of 85 . 2.Prerequisites Before you can create a requisition note. Enter a document number on the Change Requisition Note initial screen. You cannot delete the requisition note itself. 2. you can branch directly to the recipient (customer) master record. Choose Enter . contact person or equipment. Save the requisition note. 3. 8. 5. 4. Result You have created the requisition note and the stock controller can now process it in the requirements overview or planning table. You can branch to a screen displaying the characteristic values for the required equipment by choosing Value assignment . 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 You can create a requisition note by using another ETM requisition note as a template and copying it. 4. Save your changes. Enter the number of the usage site that requires the equipment in the Recipient field. if appropriate. The Change Requisition Note screen appears. You can enter a descriptive text for each item. You can confirm or reject the item completely for multipart equipment. The Requirements Overview: Change screen appears.2 Graphical Planning Board PUBLIC © 2014 SAP SE or an SAP affiliate company.2. All rights reserved. Activities Select the requisition notes you wish to process. The Status field is filled with the default value Requirement created . Prerequisites Requisition notes must exist. The item has now the status confirmed . the items that have been processed will no longer appear. If you accept this data again.!--a11y--> 1. 2. If you wish to change the quantity. You can display where multipart equipment is in use (usage site) by choosing Environment ® Historical stock . 3. You can find further information on this subject under Changing and Displaying the Requirements Overview. Displaying the Requirements Overview 1. !--a11y--> Changing and Displaying the Requirements Overview Procedure Changing the Requirements Overview 1. !--a11y--> 1. select the items that you want to process and choose Confirm .1. On the initial screen choose Logistics ® Equipment and Tools Management ® Transaction Data ® Planning ® Requirements Overview ® Change List . On the initial screen choose Logistics ® Equipment and Tools Management ® Transaction Data ® Planning ® Requirements Overview ® Display . You can also decide to reject an item. You can then select and choose the equipment you desire from this list. the system creates a list of all the equipment that fulfills the requirements. A message confirming that the requirements have been saved appears at the bottom of the screen. 2. If you call the requirements overview again (status 1 – requirement created). The Requirements Overview: Display screen appears. 4. 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. you can do this in Shipping Document Transfer. Page 32 of 85 . Select requisition notes using either the recipient or the planning area and the period of requirement. The system only generates the hit list for requirements that have been entered using classes (equipment items). you can process it further on the Requirements Overview screen. 2. Process the individual items by either confirming or rejecting them.2 Requirements Overview Use After you have created a Requisition Note.1. On the next screen that appears. The color of the item changes.2. A dialog box appears.2. If you choose Hit list . Save the requirements overview. You can cancel entries you have made by choosing Undo . 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 1. !--a11y--> Editing and Displaying the Graphical Planning Board Use You can use the graphical planning board to assign requirements from ETM. processed. or PM to an equipment. 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 .Use Using the graphical planning table you can assign requirements from ETM. Select your requirements. ETM requirement requisitions are entered and notified using classes (for equipment items). All rights reserved. Page 33 of 85 . By using the evaluation period you can determine the period over which the data is imported. PS. You have two options to call the planning board: Enter a class and choose Execute . However you can change this in Customizing under Logistics – General ® Equipment and Tools Management (ETM) ® Operations and Functions ® PUBLIC © 2014 SAP SE or an SAP affiliate company. By default the equipment is displayed in the top subscreen and the requirements in the bottom subscreen. 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). 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 ). To plan requirements from PS or PM (that is capacity requirements) they must exist in the corresponding order (PM order or PS network). 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 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 FurtherFurtherFurther prerequisites 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: Choose Logistics ® Equipment and Tools Management ® Transaction Data ® Planning ® Requirements Overview ® Graphical Planning Board – Change or Graphical Planning Board – Display . the project system (PS). or plant maintenance (PM). Features You can process requirements for equipment items using the graphical planning board. After choosing Execute the system displays the requirements for the classes in the requirements list. The equipment must be for planning and an equipment item. to an equipment. If you do not know the class you can restrict the selection. · The equipment has been assigned to class. for example from a usage site manager. The planner can also process requirements for multipart equipment using Edit Requirements Overview. By selecting a node you select the corresponding requirements and call the planning board. The planning board has two subscreens. 3. Reject ETM requirement : You select a planned ETM requirement and execute this function.Planning ® Planning Board ® Define Layout of Planning Board . The planner. A dialog box appears. Using the reload equipment function you can search for additional equipment and include them in the planning board. Enter the document type and activity type. All rights reserved. Prerequisites · You are working in the planning board. · There is at least one confirmed requirement. stating that the shipping document has been created. does not have to create another session using transaction Create requisition PUBLIC © 2014 SAP SE or an SAP affiliate company. A dialog box appears. You can change the default values for this dialog box in the function User Settings . 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. !--a11y--> Creating Requirements from the Planning Board Use You use this function to create ETM requisition notes from within the planning board. Select an equipment and choose Copy . you can change the start and end dates after the initial assignment. On the next screen you can delete or deallocate an existing split. The requirement gets status Rejected and is no longer displayed in the planning board. 5. Page 34 of 85 . On the next screen you can assign equipment and individual capacity to the requirements. You select a requirement and execute this function. When copied to the shipping document. However. The requirement is assigned to the equipment. Procedure 1. Result The status of the requisition note changes to “ Shipped ”. Split requirement : You select a requirement and execute this function. 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. 2. !--a11y--> Creating Shipping Documents from the Planning Board Use You can use this function to create a shipping document from within the planning board. If you delete a generated shipping document or shipping document item (which has arisen from a requirement). The Equipment Hit List screen appears. Choose Enter . If you select an ETM requirement and choose Assign equipment you can either enter an equipment or select one from the hit list. who works mainly in the graphical planning board. Every requisition note has a requirement start and finish. Choose the function Generate Shipping Document . the status is reset to “ Confirmed requirement ”. If you choose Split document you can assign several equipment to one requirement. The requirement end is copied on item level to the field Usage End / Usage End Time of the billing-relevant data. As a default setting in Customizing (timely scheduling indicator) the requirement start and end are not changed during assignment. 4. The requirement is displayed in the requirement subscreen. You can change this by dragging along the requirements time scale. the requirement start matches the date of the shipping document. Select a confirmed requirement. The requirement is reopened and can be rejected or assigned to a different equipment. All rights reserved. issue. or shipping The construction industry differentiates between restricted and unrestricted usage.3. Using deadline logic enables improved equipment planning. the deadline logic is valid for all recipients to which this dummy is assigned. This has no effect on performance-based equipment (PBE). The screen Create requisition note appears. “Penalty mechanisms” enable costing and planning of equipment shipment scheduling. Procedure 1. PUBLIC © 2014 SAP SE or an SAP affiliate company. The processes that are controlled by this are specific to Germany and may not be relevant for other countries.note in order to create a requirement. Integration The Settlement indicator (either by recipient. Choose the function Create requisition note . !--a11y--> 1. The minimum usage duration in ETM corresponds to restricted usage. change of activity type. “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. If settlement recognition is set to Dummy or Standard recipient (dummy) and the settlement recognition and deadline indicator is set in this dummy. the requirement is displayed immediately in the planning board.3 Deadline Logic Definition A collection of rules to improve equipment planning. period). 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.2. 2.1. Materials are excluded from deadline logic. Prerequisites · You are working in the planning board. Use This indicator is used in planning and controls per recipient that time-based equipment (TBE) is treated according to deadline logic in settlement. Proceed as described in Creating Requisition Notes.2. or dummy or standard recipient) and the Deadline logic indicator must be set in the recipient master.1.1 Deadline Logic (Indicator) Definition An indicator in the recipient master record. Page 35 of 85 . Result You have created an ETM requisition note. A simplified deadline logic has been developed in ETM with the support of the German work cooperative (edition 1995). !--a11y--> 1. In restricted usage it is assumed that it is known how long an equipment will be used. In unrestricted usage as a rule it is not known how long an equipment will remain on a usage site. If the created requirement matches the selection criteria entered in the planning board (for example: class. The deadline logic 1 (minimum usage period) has been set for the combination document type.20. 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. Page 36 of 85 . Settlement result: The crane has activity type In operation from 04..05. Example 1 Minimum usage period: 16 days PUBLIC © 2014 SAP SE or an SAP affiliate company.Integration The Deadline logic indicator in the recipient master record does not control deadline logic in settlement alone. This option from deadline logic is usually recommended if you know in advance how long the equipment is required. 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.General ® Equipment and Tools Management (ETM) ® Operations and Functions ® Settlement ® Settlement Basic Data ® Usage Period Deadlines per Transaction Type and Activity Type . this means a release notification exists for this usage site from 04. From May 20th the site manager states the crane is no longer required. Example A usage site manager requests an equipment from October 5th to November 2nd (restricted).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 . If the equipment is shipped prematurely to a different activity type or usage location the full number of days till deadline is settled. You also have to make ETM-specific Customizing settings under Logistics . 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. Prerequisites The settlement indicator and deadline logic indicator are set in the recipient master.20. movement type. – 05. All rights reserved. If the equipment is not returned or released on November 2nd the usage site is charged. and activity number in the Customizing settings for ETM under Logistics . !--a11y--> Release Notification Limit for Unrestricted Usage Definition A field in the recipient master record.20. Example A crane is on a usage site from April 5th (there is no end date). therefore allowing the planner to consider it again in planning. The construction yard delivers the equipment to the usage site. This is usually necessary to obtain a base for planning. !--a11y--> Minimum Usage Period for Restricted Usage Definition 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. This reduces transport costs that would arise because of return transports to the construction yard. 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 10th ) that the crane will be returned on 05. A crane is shipped to usage site A on January 1st and removed on January 10th . 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 18th 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. !--a11y--> 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. !--a11y--> 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: · 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. !--a11y--> PUBLIC © 2014 SAP SE or an SAP affiliate company. All rights reserved. Page 37 of 85 1.2.2.1 ETM Document Entry - Terminology Use 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. 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 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. Complete months + remaining calendar days Complete months + remaining working days Calendar days Working days 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. PUBLIC © 2014 SAP SE or an SAP affiliate company. All rights reserved. Page 38 of 85 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. 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. 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 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. 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 PUBLIC © 2014 SAP SE or an SAP affiliate company. All rights reserved. Page 39 of 85 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. 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. 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. 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 Delivery and Activity. 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. 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 commissioning time for this equipment on usage site A is hereby ended. 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. PUBLIC © 2014 SAP SE or an SAP affiliate company. All rights reserved. Page 40 of 85 ETM Settlement Commissioning time The commissioning time. Page 41 of 85 . In this respect look at note 217012. Structure · · · · Header and item data Data relevant to billing General data Document-specific data Header data for the shipping document Document number External document number Sender Building contractor’s yard 01 Recipient Usage site 02 Total weight 16 000 kg Document date 15. It is of no importance how often the activity type for the equipment has been changed in this time.07. 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 . · The equipment can only be entered in a shipping document once.99 PUBLIC © 2014 SAP SE or an SAP affiliate company. materials (resources) or packages with information on quantity and activity type.3 Shipping Document Definition A document that enables you to send equipment. !--a11y--> 1. or commissioning period. chaotic inventory management or no inventory management at all).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. If you copy a client the Customizing settings are not copied to the target client.2. You have to manually copy them.2. All rights reserved. · The equipment type must have been assigned to an inventory management type (chronological inventory management. you must have entered an Intermediate Recipient. 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. 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”. material or a package to a usage site for the first time ® acquisition Send equipment. !--a11y--> 1.2. Use You can perform the following with a shipping document: · · · · · · · · Send Equipment. · If you want to ship materials (see: Shipping of Materials). Enter a document type. 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. Qty UM AT Settl. catalog 10 10000055 Digger 1 Itm E 20 10001460 Settl. retirement. Because of the link to Materials Management (MM).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. Depending on whether you are dealing with an acquisition. This date must be later than the valid-from date of the equipment you want to enter. A message confirming that the data for the shipping document/shipping document number has been saved appears at the bottom of the screen. You do not have to enter a quantity for equipment items. You can find further information on this subject under Changing and Displaying the Requirements Overview. shipping or inventory document) Procedure On the initial screen choose Logistics ® Construction Equipment Management ® Transaction Data ® Documents ® Shipping Documents ® Change or enter transaction J3GI. Using Header <->Item you can navigate between header and item data. Page 42 of 85 . pckge Number in ind. In this list you can change the quantity and the activity type and copy them to the shipping document. Using function Clear usage site a list of equipment and material belonging to the sender appears. which fields are required entry fields and which are optional. The status changes to reflect the fact that shipping has taken place when you transfer a requirements item. You can transfer equipment that has been planned from the requisition note to the shipping document by choosing Requirements . The screen layout for the shipping document (settings in Customizing) determines which fields are displayed and which are hidden in the document. change of activity type. Qty UM AT Total wght 30 1588 Shovel 3 Itm NH 628160 3 kg 47 Itm 40 1456 Wheel- 5 Itm NH 628161 50 kg 0 Itm barrow 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. during shipping if the sender and/or recipient has reference type Warehouse the system posts a material document when you save the shipping document. Choose Enter . PUBLIC © 2014 SAP SE or an SAP affiliate company. pckge 1 Itm E Yes Settl. Save your shipping document after you have entered all the items. the system saves the internal document number as the external document number. The Create Shipping Document: Initial Screen appears. catalog 3301-0050 Total weight 7. The document type in (settings in Customizing) controls which resources you can enter in the shipping document. The system automatically enters the value 1. This only applies to requirement items that have the status Confirmed . shipping.3. the system does not perform a stock check to determine whether the equipment really is on the sending site. or so on. !--a11y--> 1. At present. If you do not enter an external document number in this field. for example if you want to change the document date. Enter a sender and/or a recipient in accordance with the document type. recipient. pckge Number in ind.400 kg Rm stk Unit 0 Itm 0 Itm Rm stk Unit Item overview for material Item Material Desc.Item overview for equipment Item Equipment Desc. Enter a quantity and an activity type for each item. Enter your desired equipment or material on item level. Enter a document date. you must enter a sender and/or a recipient. If you then delete this item from the shipping document. You can only enter materials for which a material type has been defined in Customizing.2.2. a change of activity type or a retirement. All rights reserved. Enter an external document number. !--a11y--> Changing. You can display a list of all shipping documents by choosing Documents ® Shipping Documents ® List of Shipping Documents . Page 43 of 85 . The Change Shipping Document: Initial Screen appears. Enter the document number that you want to cancel. · The item you want to change cannot have already been included in Location Setup. 2. A message confirming that the data for the shipping document/shipping document number has been saved appears at the bottom of the screen. for example containing errors from Copy requirements . If you double-click on the item you can branch directly to the SD order. 7. 4. 10. 4. If you choose Edit Initialize ® Log you initialize the error log. Choose Shipping document ® Cancel document . 5. Save your changes. The status of the document items changes accordingly. The Change Shipping Document: Initial Screen appears. Using this function you can branch to the measurement document and maintain the measurement document data for a shipping document item. If you double-click on the document number. A dialog box appears. You can define and save your own display variant using table settings. If you choose Display document flow on item level. Displaying a shipping document 1. the system only displays the SD order for the item. Enter a document number or select one by means of the External Document number. 3. Save the shipping document. Choose Environment ® Change Documents to branch to the change documents of the shipping document. Canceling a shipping document 1. The Display Shipping Document: Initial Screen appears. Enter a document number. 5. On the initial screen choose Logistics ® Construction Equipment Management ® Transaction Data ® Documents ® Shipping Documents ® Change or enter transaction J3GI. 3. You can only display shipping documents that have been cancelled/deleted. 8.Result You have created a Shipping Document. cancelled or already included in the settlement run. Add additional items to the shipping document. 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). the symbol Measurement Document appears in the shipping document. 5. 2. 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 can delete an item by selecting it and then choosing Edit ® Delete item . 6. Change the existing items. All rights reserved. You can change the quantity as long as no SD orders or follow-on documents have been created for the item. You cannot change or add items to a shipping document that has been cancelled/deleted. Displaying and Canceling a Shipping Document Prerequisites · The shipping document or the item cannot have already been deleted. You must confirm the prompt if you are sure that you want to delete the document. 9. !--a11y--> PUBLIC © 2014 SAP SE or an SAP affiliate company. 3. On the initial screen. choose Logistics ® Equipment and Tools Management ® Transaction Data ® Documents ® Shipping Documents ® Display or enter transaction J3GJ. you can branch directly to the shipping document. 2. If you select function PriceInfo you branch to the cost overview for the selected item. Procedure Changing a shipping document 1. You can display the SD orders for this shipping document by choosing Display document flow . A table containing all items that can be changed appears. On the initial screen choose Logistics ® Equipment and Tools Management ® Transaction Data ® Documents ® Shipping Documents ® Change or enter transaction J3GI. Choose Enter . 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 ). 4. If you want to activate a shipping document that has been parked. choose Item selection . On the initial screen choose Logistics ® Equipment and Tools Management ® Transaction Data ® Documents ® Shipping Documents ® Create . Equipment stock is not updated and material documents are not posted for documents that have been parked. All rights reserved. Procedure On the initial screen choose Logistics ® Equipment and Tools Management ® Transaction Data ® Documents ® Shipping Documents ® Change . 5. Choose Shipping document ® Park/release document ® Park document . Enter a document number or choose an external document number and choose Enter . sender and recipient are displayed so that you can change them if required. PUBLIC © 2014 SAP SE or an SAP affiliate company. !--a11y--> 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. This does not happen until the documents have been released. choose Shipping document ® Park/release document ® Release document . If the document has been parked. A message confirming that the data for the shipping document/shipping document number has been saved appears at the bottom of the screen. Use The reference document serves to help you enter data. A message confirming that the data for the shipping document/shipping document number has been saved appears at the bottom of the screen. Save your shipping document after you have entered all the items. Enter the number of the document to be copied and choose Enter . The Change Shipping Document: Initial Screen appears. select your desired items and choose Copy . If you only want to copy certain items. !--a11y--> 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). Change this data if required and choose Copy to copy the whole document. The document date. The system copies the items that you have chosen to the new shipping document. Page 44 of 85 . choose Create with reference . You have two options if you want to create a shipping document by copying: 3. The internal/external document status changes accordingly. In the Document type field you can change the document type. Save your changes. Procedure 1.Creating a Shipping Document by Copying from a Template Prerequisites · The reference document determines the document category and transaction type. The Create Shipping Document: Initial Screen appears. You can display a log of any error messages. 4. Result The shipping document has been created. The Create Shipping Document: Initial Screen appears. the equipment contained in it can be sent to other usage sites. 2. and Equipment restriction .Change (change shipping document) · ShippingDocumentCEM. meaning it is not available in ETM settlement. proceed as follows: 1. If you choose No processing is terminated. 6. Previous Column . and choose Execute . 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. 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. All rights reserved. data . and Entrd/Chngd by . 3. A list of results appears. You can use these radio buttons to define whether the system displays existing material reservations. and Next Column you can scroll through the list.Cancel (cancel shipping document) · ShippingDocumentCEM.2. Choose Execute. !--a11y--> 1. On the initial screen choose Logistics ® Equipment and Tools Management ® Transaction Data ® Documents ® Shipping Documents ® Create Shipping Documents from Confirmed Requirements or enter transaction /SAPCEM/VS_CREATE .Prerequisites Confirmed requirements must exist for the recipient on the document date. however you can change them. If the quantity in the confirmed requirement is greater than the quantity available on any sender and the Split requirement checkbox in the screen area Requirement period is set. Last Column . If you choose Yes the first document items in the selection are displayed. 3. Page 45 of 85 . Restrict your selection in the screen areas Shipping document data . 4. the other item has the status 2 (Confirmed ) with the remaining quantity. 8. proceed as follows: 1.Create (create shipping document) PUBLIC © 2014 SAP SE or an SAP affiliate company. 2.6 Listing Shipping Documents Procedure If you want to display a list of existing shipping documents. 5. Requirement period . The Document date and Number of Document Items fields are filled.2. Select the radio button Yes or No for Material reservation . !--a11y--> 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. Using the functions First Column . If you select a shipping document and choose the button Park Document the system parks the shipping document. Procedure To automatically generate shipping documents. Hdr data . If a confirmed requirement can be met the system generates a simulated shipping document and displays a list of results. The value in Number of Document Items specifies the maximum number of document items to be imported. Select the data you want to display by entering the desired data in the screen areas Doc.3. If the number of imported data records exceeds this value a dialog box appears. 9. The first item has the status 4 (Shipping created ) with the available quantity. The Create Shipping Documents With Confirmed Requirements screen appears. If so the system generates a simulated shipping document and displays a list of results. If you continue to create the shipping document. A comparison against the stock from possible senders takes place. If you select a correct simulated shipping document and press the button Create document the system generates the shipping document. The List of Shipping Documents screen appears. On the next screen you can copy this with the Reservation button. the system displays a warning message to the effect that the complete quantity is not available. If you enter the sender the system determines whether confirmed requirements exist for equipment for this sender. If you enter the recipient the system determines whether confirmed requirements exist for this recipient. 2. the system splits the ETM requirements and also splits the one requisition note into two items. You can enter either the sender or the recipient. 7. Inventory Management if either the sender or the recipient in the shipping document is of reference type “warehouse/storage If you use a shipping document to send material to a warehouse (for example. 7.2.2. 4. 2. Procedure 1. The Create Shipping Document: Item Data screen appears. You can branch to the material document by double-clicking on it in the shipping document. On the initial screen choose Logistics ® Equipment and Tools Management ® Transaction Data ® Documents ® Shipping Documents ® Create . You can display the log and make any necessary changes. The Create Shipping Documents: Initial Screen appears. · From the point of view of the sending site.8 Clearing a Usage Site Use · If you want all the equipment and materials to be removed from a usage site in one operation. 3. Choose Clear usage site . A dialog box appears if errors occur whilst the data is being copied. then as far as inventory management is concerned.· ShippingDocumentCEM. 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 PUBLIC © 2014 SAP SE or an SAP affiliate company.2. !--a11y--> 1. Page 46 of 85 . this means an acquisition of 26 items in ETM as well as 26 items in MM. It displays a list in which all the equipment and material from the sender is selected. 5. 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. All rights reserved.9 Shipping of Materials Use You can use a shipping document to send not only equipment but also materials.2. A message confirming that the data for the shipping document/shipping document number has been saved appears at the bottom of the screen. acquisition of 26 items of material 4711). Choose Execute. this function serves as an aid to entering data with a stock overview. You can copy all the selected items to the shipping document from here. Integration There is always a link to location”. Save the shipping document.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.3. 6. Enter a sender in the Sender field and a recipient in the Recipient field. The Create Shipping Document: Item Data appears. !--a11y--> 1. Enter the Document Type and choose Enter .3. A dialog box appears.GetDetail (shipping document details) · ShippingDocumentCEM.Park (park shipping document) · ShippingDocumentCEM. Result The shipping document has been created. you cancel it. Page 47 of 85 . Prerequisites You must have made the appropriate settings in Customizing for ETM. 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. Cancel the document completely and create a new document using the Copy from function. the equipment is also cancelled. If you cancel them in MM you will no longer be able to call the shipping document.2. You can post the acquisition document for the sending site at a later date. · 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. on document level. If you create material documents in ETM you should also cancel them in ETM and not in MM.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 equipment level or on material level) and which type of inventory management you want to take place. 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. on recipient level. PUBLIC © 2014 SAP SE or an SAP affiliate company. you must ensure that you have set chaotic inventory management on both of these levels. For more information. If you do not do this. If you do not do this.2. see Stock Control. 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.3. 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. 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. There are two types of inventory management: · Chronological inventory management. 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”. without missing parts/shortfall quantities: you must enter the shipping documents in chronological order. 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”. Inventory Management Intermediate Recipient Material Master Data !--a11y--> 1. 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). All rights reserved. you must ensure that you have set chaotic inventory management on all of these three levels. !--a11y--> 1. 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. You can define an intermediate recipient per company code.2. Structure (Intermediate Recipient Within a Company Code) Structure (Intermediate Recipient Across Different Company Codes) PUBLIC © 2014 SAP SE or an SAP affiliate company. business area and plant in Customizing. This “warehouse” is known as the “intermediate recipient”. Page 48 of 85 . must first purchase back the materials and then resell them to the next usage site.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. For more information about the intermediate recipient. The intermediate recipient must have reference type “warehouse”.2. Use If materials are shipped from usage site to usage site. the warehouse.3. All rights reserved. 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. or intermediate recipient. This intermediate recipient appears as default entry when you enter a shipping document but you change it in accordance with your Customizing setting. you must create three separate document types. If you want to be able to use all three types of document. daily documents (single item entry) or as weekly documents. 100101.02. recipients are 100050.1999 Personnel Number Recipient PUBLIC © 2014 SAP SE or an SAP affiliate company. You can make this setting in Customizing for ETM under Operations and Functions ® Document Types ® Define Document Types ® Details ® PBE dsply var. Use Depending on your company’s requirements. 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.!--a11y--> 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. 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. you can define whether you want performance-based equipment documents (PBE documents) to be entered as daily documents (multiple item entry). 100102.02. Page 49 of 85 . equipment is 300000005 and 30000006 Header data for the PBE document Period 01. each of category PBE document .1999 External document number 123 03. All rights reserved. In the item data enter data for recipient . 2. The system only displays document types of document category PBE document . On the initial screen choose Logistics ® Equipment and Tools Management ® Transaction Data ® Documents ® PBE Documents ® Enter . You can enter either the internal or the external document number in the Ext. 8. but enter the equipment number in the Equipment field and leave the Recipient field empty. equipment and activity type and choose Enter . 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. Recipient Equi.1 Entering a PBE Document Use The function Enter PBE document covers Create PBE document and Change PBE document . You can then enter the performance/activity units for several equipment items for this one recipient. 12. please see: Measurement Documents and Measuring Points and Counters (PM-EQM-SF-MPC).000 30 100050 30000005 E H 40 100102 10000102 S H 03. the system displays a list of these documents and you can choose the required document from the list. and. You can use the F4 search help to find the PBE document. 3. You can switch between item level and header level by using the function Item <-> Header . You can enter user-specific data on item level using the button User-spec. we recommend that you use a variant. You can then enter the equipment performance with the appropriate activity type for each recipient. 6. field. Or you may wish to enter data for one equipment item and more than one recipient. Procedure 1. Choose Copy .000 1. If this is the case.000 20 100050 30000006 E H 2. The Create PBE Documents: Initial Screen appears. 10. 10 100101 10000102 E H 3. doc. You can view the subsequent sales order by using the function Document flow . If you want to enter more than one equipment item for one recipient in one document. for example operator’s report. we recommend that you enter a complete month for the period and then navigate using Previous calendar week and Next calendar week . data .Equipment Item Data Performance Document Item Pers. 7.000 1. If there is more than one document with the same external number. 4. All rights reserved. In the document header data enter the period of time .02. A dialog box appears requesting you to assign an actual/theoretical category to the measuring point.000 4. 11. Enter the Document type . The system displays the daily document (multiple item entry). Choose Enter . 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 . 5. If you want to enter performance/activity units for more than one recipient and more than one equipment item in one document. no. the recipient .02. !--a11y--> 1. an internal or external document number . Prerequisites The document type for PBE documents must have been defined.2.02. Page 50 of 85 . proceed as described above. If the user-specific data differs on day level entry on item level is not possible. AT UM 01. 02. This simplifies subsequent entry.Nr. 9. enter the recipient in Recipient field in the Header data area of the screen and leave the Equipment field empty.000 Measuring point WBS element 1200 ESL004 1310 ESL003 1309 ESL003 1200 ESL002 Integration For more information.2. daily document (single item entry) or the weekly document in accordance with the settings in Customizing. if appropriate. PUBLIC © 2014 SAP SE or an SAP affiliate company. If you are entering a lot of data at once. 2. You can enter user-specific data for a specific day.4.000 1. 3. Result PBE documents have been created. 17. 2. Page 51 of 85 . Save your entries. Enter the document type and choose Enter . and save.The Measuring Point must have already been defined in the equipment master record under Extras ® Measuring points/counters . Place the cursor in the quantity field for the date. Enter the correct value for the counter reading and choose Back . You can display PBE documents that have been entered by choosing Document List for PBE and making the appropriate selection. 18.4. You can display information on the activity type. The Display PBE Document: Initial Screen appears. 21.2. and choose Enter . If you want to change existing PBE documents proceed as described in points 1 to 7 above. 13. Evaluations and Reporting Functions: You can display a list of PBE documents by choosing Documents ® PBE Documents ® Document List for PBE ® Document List for PBE . Choose Execute. You can park or release the PBE document using report /SAPCEM/AUSPARKEN_LGBELEG. 14. measuring point and so on with Select Item ® Choose detail . A dialog box appears. Enter the performance/activity units for the appropriate days. !--a11y--> 1.2 Displaying a PBE Document Prerequisites Performance/Activity units have already been entered for the period of time in question. 15. You can display PBE documents by choosing Documents ® PBE Documents ® Document List for PBE ® Display PBE Document . 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 . You can branch to the measuring document for this day (if one exists) by choosing Details ® Measuring document ® Display . The system only displays document types of document category PBE document . Procedure 1.3 Calendar Maintenance PUBLIC © 2014 SAP SE or an SAP affiliate company. !--a11y--> 1. 20. A message confirming that the data for the PBE documents has been saved appears at the bottom of the screen. select it and choose Delete Line . Enter the relevant period and recipient. 16. If you want to delete an item. You can display additional information such as date created. 19.2. Settings are also required in Customizing for ETM and Plant Maintenance . On the initial screen choose Logistics ® Equipment and Tools Management ® Transaction Data ® Documents ® PBE Documents ® Display . displaying the selected measurement point(s) for the equipment.2. make the desired changes. number of hours and the utilization of capacity as a percentage in the time period you have entered by choosing Usage statement . All rights reserved. If no stock exists you can park the PBE document using PBE Document ® Park Item ® Park Item . Accept this data. The PBE Document (MACHINES) Display Header and Item Data: Detail screen appears. user. You can delete or reverse LG documents that are not settled. You can display this information in graphical form by choosing Documents ® PBE Documents ® Document List for PBE ® Evaluation of Hours . Different settlement condition records can be used depending on the activity and settlement type. you can takes changes of activity type into account in settlement without shipping documents having previously been created.3.2. 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. 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 ). 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. PUBLIC © 2014 SAP SE or an SAP affiliate company. activity type and access sequence). Releasing entries has a major impact on the generation of SD orders. · The PBE filler calendar creates missing PBE documents or completes existing PBE documents that are incomplete. Page 52 of 85 . Likewise.30. Entries in the settlement calendar will not be taken into account in the Generation of SD Orders until they have been released. Integration The data that is created by calendar maintenance is processed using the condition technique in the SD order. the settlement calendar simulates a change of activity type. performance-based equipment documents (PBE documents) can be generated with the Filler Calendar for Performance-Based Equipment in accordance with the settings for date.Use In accordance with settings for the Settlement Calendar (date. · The PBE filler calendar only takes effect for performance-based equipment (PBE documents).12. Features Users should make entries in the settlement calendar.01.1 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. All rights reserved. No work is done on usage site A on 12. Prerequisites · The settlement calendar only takes shipping documents into account. The release acts as a type of control mechanism and should be carried out by an authorized person. Features · In accordance with the access sequence that has been defined for settlement. !--a11y--> 1. the appropriate activity type for bad weather is set on usage site level for this site and on this date. – 12. 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. activity type and access sequence for this calendar. Activities The appropriate settings must have been made in Customizing and appropriate transaction data must have been defined. So that this can be taken into account in settlement. You can define these using condition techniques in the SD module. due to severe weather conditions. You can find further information under Creating a Settlement Calendar.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. PUBLIC © 2014 SAP SE or an SAP affiliate company. Debited company code – debited business area – recipient Enter the appropriate factory calendar and select the data for the conditions. The period of time that you have selected is shown in a different color. until 12. equipment 4711: Dec. Result of settlement on Dec.3. place the cursor on 12.03. 5th until Dec. Procedure On the initial screen choose Logistics ® Equipment and Tools Management ® Transaction Data ® Calendar Maintenance ® Settlement Calendar ® Create Current .1. Shipping document from usage site 1 to usage site 2. 31st Settlement with activity and settlement type “shutdown” You can find further information on procedures under Releasing Records from the Settlement Calendar. A message confirming that the requirements have been saved appears at the bottom of the screen. Equipment 4711 remains on usage site 2 until Jan. 23rd until Dec. 31st: · Item 10. The following hierarchical levels have been defined: · Debited company code – debited business area – recipient – equipment (most exact setting) · Debited company code – debited business area – recipient – equipment type · Debited company code – debited business area – recipient · Debited company code – debited business area · Debited company code (least exact setting) !--a11y--> 1.05. Page 53 of 85 . The settlement calendar dictates “shutdown” from Dec. Place the cursor on the access sequence that you want to use and choose Edit ® Choose or double-click on the appropriate access sequence. 10th . A screen displaying the settlement calendar appears.20. The Create Settlement Calendar screen appears. Then place the cursor on 12.20. equipment 4711: Dec. and choose Select block limit . Result As for the access sequence. 31st. 23rd until Dec. 5th with activity type “in operation”. You can delete an assignment by selecting another period of time and choosing Functions ® Undo assignment. The shipping document items are split when the SD orders are generated.05. The period of time that you have just defined is now displayed in the color of your chosen activity type (settings in Customizing). you must make appropriate settings on the highest access level (company code).2. the desired settlement type has been assigned to the period of time that you have defined. for example from 12. If you wish to select a period of time. 22nd Settlement with activity and settlement type “in operation” · Item 20. If you want this to be taken into account in settlement. Result in settlement: all equipment on all usage sites in this company code is settled with activity and settlement type “shutdown” from 12. Choose a settlement type in the dialog box that appears by double-clicking on it (use F4 possible entries help) and then choose Copy . – 01. Choose Execute . Save your entries. Place the cursor on the required date and choose Assign . All rights reserved. and choose Select block limit again. !--a11y--> 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..Example 2 The whole company is shut down from December 24th until January 3rd . document date Dec.24. Proceed with (9) if you wish to work without block selection. Choose Assign . On the initial screen choose Logistics ® Equipment and Tools Management ® Transaction Data ® Calendar Maintenance ® Settlement Calendar ® Release Current . A screen displaying the settlement calendar appears. You can find further information under Creating a Settlement Calendar. A dialog box appears. The system displays the levels you have released in the structure under Released . you can release records directly from the highest level (company code). reason for rejection. 2. you have to access the calendar at a certain level. activity type. Several equipment items with activity type “in operation” were sent to recipient A with a shipping document on March 1st. 8. If you choose Release ® Data entry information you can display information on the period of time entered.03. Accept this data. Repeat steps 6 and 7.03. Choose Edit ® Release ® Cancel release . Choose Execute . Choose the Release icon or Release ® Release from the menu. 10. · The entries in the settlement calendar should not have been released. select the appropriate level.03. – 03. Prerequisites · Entries have been made in the settlement calendar. Page 54 of 85 . The level and period of time you have just released is displayed in the structure under Being processed (In process) ® Release . (Customizing settings dictate that the settlement calendar takes precedence over the document activity and settlement type for the activity type “downtime”). 9. you can no longer cancel the release. The system displays the entries that have been entered in the settlement calendar (levels) under their corresponding status. user name and the date on which this record was entered in the system. Choose Release current .1. The structure (release list) appears as follows: Not released Released 6. You can cancel the release on the level (period of time) as long as it has not been included in an SD settlement run. 7.2. Choose the Release ® Reject release . 16.3 Entry List Use The entry list displays which user made which entries in the settlement calendar. Enter a reason for the rejection in this dialog box. you would have to proceed as follows: manually change the activity type of all pieces of equipment on recipient A on March 3rd to “downtime” manually change the activity type of all pieces of equipment on recipient A as of March 4th back to “in operation” !--a11y--> 1. In accordance with the authorization concept. You automatically return to the settlement calendar.02. 4. PUBLIC © 2014 SAP SE or an SAP affiliate company. 14. Result of Settlement on March 30th: Equipment is settled as follows for recipient A: From 03. If you want to do this. 11. The reasons for rejection must have been defined beforehand in Customizing. 5. 3. Save your settings. with activity type “in operation” Comparison: If you wanted to achieve this result with shipping documents. the entry cannot have been released and must still appear in the structure under Not released .04. . Place the cursor on the level that you would like to release and choose Edit ® Select . The system then displays this level in the structure under Not released . Rejected Choose Edit ® Expand . All rights reserved.01. using activity type In operation From 03. Choose the appropriate access sequence (level). Data is entered and released from the settlement calendar for March 3rd with the activity type “downtime” for recipient A. using activity type Downtime (from settlement calendar) From 03. Select the data for the conditions. In the same way as for Create Settlement Calendar . If you want to cancel the release. The Release Settlement Calendar screen appears. Result The entries in the calendar have been released or rejected.3.Procedure 1. 15. .03. Select the appropriate entry. 12. You can also reject a release. After it has been included in the run. They can now be included in SD Settlement.30. 13. 2. Choose Program ® Execute or the Execute icon. On the initial screen choose Logistics ® Equipment and Tools Management ® Transaction Data. The excavator was being repaired on this date. In praxis it is used as a type of controlling mechanism or “educational measure”. you must have defined a separate document type for which the Generate hours indicator has been set. · If you want to be able to complete/fill PBE documents. !--a11y--> Creating a Filler Calendar for Performance-Based Equipment Prerequisites If you want entries in the PBE filler calendar to be taken into account. All rights reserved. on different levels and for each activity type. (Customizing for Equipment and Tools Management (ETM) under Operations and Functions ® Document Types ® Define Document Types and Assign Activity Types per Document Type ). 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 . Enter appropriate data in the Created by . Date or Activity type fields.3. 4. however the missing 8 hours for the 04. The construction workers/the construction site manager has forgotten to enter PBE documents for excavator A on 04. Choose Calendar Maintenance ® Settlement Calendar ® Entry List. The PBE filler calendar is only relevant to performance-based equipment.2 Filler Calendar for PBE Use The PBE filler calendar generates missing PBE documents or completes existing PBE documents that are incomplete. the maximum number of hours that the system creates or fills with which activity type if there are gaps in the documents. 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 PUBLIC © 2014 SAP SE or an SAP affiliate company. Result Entries that not yet been released from the settlement calendar are displayed in accordance with your selection criteria. 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. · You must have defined for which activity type you want missing daily documents to be created or existing documents to be completed. !--a11y--> 1. The Entry List Settlement Calendar screen appears.Procedure 1.) 2. Activity You can find further information under Creating a Filler Calendar for Performance-Based Equipment. are nevertheless still filled and settled with activity and settlement type “in operation” as defined in the filler calendar for PBE. 3.04. (The ETM – Transaction Data screen appears. Features You can define.04. Page 55 of 85 . 2. 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). activity only.4 ETM Settlement Purpose When talking about ETM settlement. both. It does not make any difference whether the objects are in the same company code or in different company codes. by activity) and the abovementioned indicator in the recipient master record. Place the cursor on the required date and choose Assign . Then place the cursor on 02. You should execute these functions connected with settlement in the following order: · · · · Location Setup Completion of PBE Documents Check Recipient Generating SD Orders PUBLIC © 2014 SAP SE or an SAP affiliate company. Select your desired access sequence and then choose Edit ® Choose . Prerequisites Shipping Documents and PBE Documents must exist. A screen displaying the filler calendar for performance-based equipment appears. SD orders are generated on the basis of existing shipping and PBE documents. Enter the appropriate activity and settlement type defined in Customizing for the following: COMPLETE REPORTS (ActivityType) CREATE REPORTS (ActivityType) Choose Execute . The Maintain Filler Calendar for Performance-Based Equipment screen appears. and choose Select block limit again. until 02. Please note that there are separate entry options for public holidays and days that are not workdays. Debited company code – recipient type Enter the appropriate factory calendar and select the data for the conditions. for example from 02. The period of time that you have just defined is now displayed in the color of your chosen activity type (settings in Customizing).Procedure On the initial screen choose Logistics ® Equipment and Tools Management ® Transaction Data ® Calendar Maintenance ® PBE Calendar ® Create Current . 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. Process Flow In praxis.28. You can delete an assignment by selecting another period of time and choosing Functions ® Undo assignment. !--a11y--> 1. These SD orders can then be billed. A dialog box appears. The system converts the shipping documents and PBE documents into SD orders. All rights reserved.28.. 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. place the cursor on 02. ETM settlement automates the complex internal and external creation of SD documents. If you wish to select a period of time. Save your entries. Define for how many hours per day you want PBE documents to be completed or missing ones created and choose Copy . and the indicator PBE or TBE in the recipient master record of the recipient for settlement. The new settlement logic derives the settlement type from two indicators in the equipment master record (by commissioning. The system settles shipping documents if the indicator Settlement by commissioning is set in the equipment master. You can find further information under Filling a Performance-Based Equipment Calendar. Result Your entries have been made in the filler calendar for performance-based equipment. Proceed with (10) if you wish to work without block selection. Choose Assign . A message confirming that the requirements have been saved appears at the bottom of the screen. The period of time that you have selected is shown in a different color. In Customizing for ETM under Operations and Functions ® Settlement ® Settlement Basic Data ® New Logic SD Settlement PBE as TBE you can set the indicator of the same name if you want to execute settlement according to the new logic. 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. neither) using the indicator Stock check per equipment type for performance-based equipment in Customizing for ETM. Usually (old logic) you determine the settlement type that you use (commissioning only. (Settle PBE as per TBE) controlled in the recipient master record of the settlement-relevant recipient. and choose Select block limit . Page 56 of 85 .01.01. 2. you have to correct the errors before you continue. !--a11y--> 1. you must have executed a complete location setup before SD orders can be generated in ETM Settlement. Result The system displays a hit list.· Postprocess Input · Check SD Orders · Settlement List Result The system has generated internal and external SD orders.1 Performing a Stock Control Procedure 1.2 Location Setup Use This function is used in conjunction with chaotic Inventory Management. Choose Execute.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.. You must correct any stock errors for equipment items before you can execute a location setup.4. You can change this list by choosing Settings ® Display variant ® Current. On the initial screen choose Logistics ® Equipment and Tools Management ® Transaction Data ® Settlement ® Stock Control. Page 57 of 85 . The Stock Control screen appears. It is only sensible to use the stock control function for chaotic inventory management. As far as multipart equipment and materials are concerned.2. You should perform a stock control before you execute the Location Setup. 2. !--a11y--> 1.2. equipment or materials. You can no longer make any more changes to the shipping documents after location setup has been executed. You can make appropriate restrictions using the recipient. The last run should be an update run. Only authorized persons should execute a location setup since the location setup changes the status of the shipping documents definitively.4. All rights reserved. Prerequisites Incorrect stock chains must have been corrected using the Stock Control function. it is advisable to correct any errors before executing a location setup. !--a11y--> 1. . Activities If the stock control function finds incorrect documents. It enables you to keep the correct chronological order of shipping documents for equipment (equipment items and multipart equipment) and materials.4.. Integration If chaotic inventory management is being used. You must repeat the above step until you have corrected all the errors. This ensures that the documents from chaotic inventory management are transferred to historical stock from where they can then be included in settlement. 3. PUBLIC © 2014 SAP SE or an SAP affiliate company.1. !--a11y--> 1. Save the location setup.You should correct missing parts and shortfall quantities for multipart equipment and materials manually at regular intervals. 5. 7.4.1 Executing a Location Setup Procedure 1. for example. 3. All rights reserved. remove the Test run indicator. Prerequisites · In the appropriate recipient master record. Page 58 of 85 . 2. recipient (only for multipart equipment and materials). Choose Program ® Execute in background . If you set the indicator Negative stock allowed the system allows negative stock for multipart equipment and material in the location. Save the location setup. · The equipment type for the performance-based equipment must be relevant to stock checks. The system does not consider negative stock during settlement. 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. Select your data using the restrictions for date. Features PUBLIC © 2014 SAP SE or an SAP affiliate company.2.4. To avoid problems during settlement do not set this indicator. 6. Integration You can make Customizing settings to determine whether the Settlement Calendar or the Performance-Based Equipment Calendar takes precedence in SD settlement. If you want to run an update run.2. Activities Execute the location setup directly or in the background.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. If you only want to display the error log (and not a list of stock) set the indicator Only display error log . equipment and materials or execute a complete location setup before ETM settlement. The system displays a list containing all the data for your selection.2. 8. Background processing has the following advantages: · Incorrect stock chains are transferred to historical stock and saved automatically. · 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). Result You have created historical stock that can be taken into account in settlement. Repeat this procedure until you have corrected all the errors. 4. · The system displays incorrect stock at the end of the location setup and you can then correct these errors. On the initial screen choose Logistics ® Equipment and Tools Management ® Transaction Data ® Settlement ® Location Setup. Correct erroneous entries and execute the location setup again. the activity and settlement type “in operation”. Choose Execute. !--a11y--> 1. (but no hours should be generated at the weekend or on public holidays). dte counts ) indicators have been set for recipient 100050 and 100004. 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). in other words. Shipping document (acquisition).Creates a separate document type for generated PBE documents from the filler calendar for PBE. The following key appears: ¡ Do not create/complete.22. Choose Execute.3. · The indicator for filling PBE documents must have been set in the recipient master record. activity type “in operation” 22. PBE documents are generated with the activity type “in operation” for both parties. Save the PBE documents. 4. PBE document exists ¡ Do not create/complete. All rights reserved. Shipping document (shipping) from usage site 100050 to usage site 100004. Settings: Period Feb. retirement date for sending usage site is 02. these dates will be taken into account when the PBE calendar is filled. activity type “in operation” PUBLIC © 2014 SAP SE or an SAP affiliate company. You should pay particular attention to the retirement date at the submitting usage site and the acquisition date at the receiving usage site. · In the case of onward delivery (usage site to usage site). Result You have created and/or completed PBE documents. Enter the document type that has been defined specially for the PBE filler calendar. Before the monthly settlement run for PBE takes place. The display changes. Procedure 1.22. The Fill PBE Documents screen appears. !--a11y--> 1. The retirement date PBE ( RetireDate/PBE ) and acquisition date PBE ( Acq.). Page 59 of 85 . Complete hours with the activity and settlement type “downtime” and create hours with the activity and settlement type “in operation”. This indicator will only take effect if the stock check for PBE has been set in Customizing. · If neither the sending party nor the receiving party enter a PBE document. On the initial screen choose Logistics ® Equipment and Tools Management ® Transaction Data ® Settlement ® Fill PBE Documents.4. Example 1 !--a11y--> Example 1 (With Shipping Document) Equipment 300000007 (PBE) 01. A stock check has been defined for equipment type 2000. distribution channel. 1st until Feb. In the recipient master record of usage sites 100050 and 100004 the PBE Documents are set to Create (1) and Enhance (2). The following presumptions have been made: · The standard case accounts for a constant (daily) change of PBE.2. This means that the system does not generate any hours on the retirement date (for example. There may be the following entries: ¡ Location record with PBE documents exists ¡ Location record without PBE documents exists 5. 2. This means that you must enter a shipping document before a PBE document can be entered. no PBE document exists ¡ Missing daily documents are created ¡ Existing daily documents are completed 6. 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. A screen displaying the commissioning time for the equipment (according to the shipping document) on the usage site appears. Fill the document using Edit ® Create/Enhance PBE Documents (F5) or using function Create/Enhance PBE Documents (F5).02. Enter the appropriate sales area (sales organization. Presumption is that a PBE document will be entered for the receiving party on the acquisition date (02. for example.). 29th has been defined with create/complete up to 8 hours incl.02. 3. division) and the settlement period.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). 02. Daily document generated on both days. No hours (retirement date) Result of Settlement on Feb. 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.02.02. Daily document generated on both days. then settlement is performed on the basis of the shipping documents. Weekend (no document exists) 14.Usage site 100050 (sending site) 02.02. Result of Filler Calendar for PBE for Recipient 100004 The filler calendar for PBE has not generated any PBE documents.18.02. 8 hours in operation from generated daily document for both dates 12. Daily document generated on both days. Weekend (settings dictate that no generation takes place) 07. Weekend 21. 29th for Recipient 100050 01.02.02. Acquisition date counts (recipient master record) – a daily document with 8 hours is generated 02.02.02. + 06. Result of Settlement on Feb.11. each with 8 hours 12. 3 hours entered with activity type “in operation” Usage site 100004 (receiving site) No PBE document entered Result of Filler Calendar for PBE for Recipient 100050 01. + 20. 3 hours in operation from PBE document and 5 hours downtime from completed PBE document 22.02. + 15. each with 8 hours 19. . every 3 hours – PBE document – 5 hours filled in to make a total of 8 hours 16. + 04. Page 60 of 85 . PBE document. 3 hours entered with activity type “in operation” 21. 3 hours entered with activity type “in operation” 14. If no PBE document has been entered for the whole period of time. PBE document. 8 hours in operation from generated daily document for both dates 21. 8 hours in operation from generated daily document for both dates 07.02. .02.02. .02.18. 3 hours in operation from PBE document and 5 hours downtime from completed PBE document 03.02.02.02.02.02. PBE document. + 15. . 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 PUBLIC © 2014 SAP SE or an SAP affiliate company. PBE document. 3 hours – PBE document– no hours generated at the weekend 13. 8 hours in operation from generated daily document (acquisition date) 02. 3 hours – PBE document – 5 hours filled in to make a total of 8 hours 03. 29th for Recipient 100004 Settlement on the basis of the shipping documents.02. + 04.02. or else settlement will be time-based and take place on the basis of the shipping documents. 3 hours in operation from PBE document and 5 hours downtime from completed PBE document for both dates 16.02. 3 hours in operation from PBE document (Saturday not completed) 14.02. 3 hours entered with activity type “in operation” 15. 3 hours – PBE document – 5 hours filled in to make a total of 8 hours 22. 3 hours entered with activity type “in operation” 12. PBE document.02.02.11. each with 8 hours 05. All rights reserved.02. 22nd .02. Page 61 of 85 .02. 3 hours entered with activity type “in operation” The equipment is sent from usage site 100050 to usage site 100004 on Feb.02. 3 hours entered with activity type “in operation” Result of Filler Calendar for PBE for Recipient 100050 22. 3 hours entered with activity type “in operation” 14.!--a11y--> Example 2 (Without Shipping Document) Equipment 300000004 is delivered to usage site 100050 on Feb.2. 3 hours in operation (PBE document) Result of Settlement for Recipient 100004 22. No calculation 23. Result of Settlement on Feb. Equipment type 2000 has not been defined as relevant to stock checks. PBE document.3.02. you cannot generate hours using the filler calendar for PBE without having entered a shipping document (historical stock record).03.02. PBE document.02. 1st (without a shipping document).02. All rights reserved. No hours are generated (acquisition date) 23. PBE document. No PBE document entered 23. 3 hours – PBE document – 5 hours filled in to make a total of 8 hours Result of Settlement for Recipient 100050 22. 29th for Recipient 100050 3 hours in operation (PBE document) on Feb.4. Result of Filler Calendar for PBE for Recipient 100050 Message: no data to be processed exists in period 02/2000. 22nd PBE document. 12th .02. 3 hours entered with activity type “in operation” 17. 3 hours entered with activity type “in operation” Usage site 100004 (receiving site) 22.3 Example 3 As example 1. nothing is entered Result of Filler Calendar for PBE for Recipient 100004 22. In other words.1. PBE document.02. 3 hours in operation from PBE document and 5 hours downtime from completed PBE document Example 4 !--a11y--> PUBLIC © 2014 SAP SE or an SAP affiliate company. Usage site 100050 (sending site) 12. but: Usage site 100050 (sending site) Feb. 14th and 17th = total of 9 hours settled. 3 hours according to PBE document.02. Example 3 !--a11y--> 1. 02.02. 3 hours in operation (PBE document) Usage site 100004 (receiving site) 22. 3 hours in operation (PBE document) Result of Filler Calendar for PBE for Recipient 100050 22.02.1. 3 hours (PBE document) – since this is an acquisition date.02. 8 hours in operation from generated daily document Result of Settlement for Recipient 100004 22. 8 hours in operation from generated daily document 23.3. no hours are completed/filled Result of Settlement for Recipient 100050 22. 3 hours (PBE document) – since this is a retirement date.4.02. No PBE document entered Usage site 100004 (receiving site) 22. but: Usage site 100050 (sending site) 22.02.2. 3 hours – PBE document – 5 hours filled in to make a total of 8 hours Result of Settlement for Recipient 100050 22. but: Usage site 100050 (sending site) 22. 3 hours in operation (PBE document) Result of Settlement for Recipients 100050 and 100004 PUBLIC © 2014 SAP SE or an SAP affiliate company.02.4. Page 62 of 85 . 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) 23. no hours are completed/filled Result of Filler Calendar for PBE for Recipient 100004 22.02.4 Example 4 (Special Case) As example 1.02.02. No PBE document entered 23.1.02. 3 hours in operation (PBE document) Result of Filler Calendar for PBE for Recipient 100050 22.2.02.3. All rights reserved. 3 hours in operation from PBE document and 5 hours downtime from completed PBE document Example 5 !--a11y--> 1.02.5 Example 5 As example 1.1. 22. but: PUBLIC © 2014 SAP SE or an SAP affiliate company.02.3.02. Usage site 100050 (sending site) 22. 3 hours in operation (PBE document) Example 6 !--a11y--> 1. No hours are generated (retirement date) Result of Filler Calendar for PBE for Recipient 100004 22. 3 hours in operation (PBE document) Example 7 !--a11y--> 1. No PBE document entered Result of Filler Calendar for PBE for Recipient 100050 22.6 Example 6 As example 1.02. 3 hours (PBE document) – since this is an acquisition date.4.02.3.02.2.02. no hours are completed/filled Result of Settlement for Recipient 100050 22. No calculation (retirement date) Result of Settlement for Recipient 100004 22.02. All rights reserved. No PBE document entered Usage site 100004 (receiving site) 22.4.1.02.1. 3 hours in operation (PBE document) Result of Filler Calendar for PBE for Recipient 100050 22.7 Example 7 (Retirement) As example 1.02.02. a shipping document is created on Feb. but: Usage site 100050 (sending site) 22. Page 63 of 85 . 22nd with the activity type “retirement” (equipment will be scrapped). 8 hours in operation from generated daily document Example 8 !--a11y--> Example 8 (Retirement Date Not Set in Recipient 100050) As example 1. Daily document with 8 hours generated (retirement date) Result of Settlement for Recipient 100050 22.2. 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. No calculation (acquisition date) 23.02.02.02. No hours are generated (acquisition date) 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 (acquisition date) 23.02. Page 64 of 85 . No PBE document entered 23.02.02.02. 3 hours in operation from PBE document and 5 hours downtime from completed PBE document Example 9 !--a11y--> Example 9 (Acquisition Date Not Set in Recipient 100004) As example 1.02. No calculation (retirement date) Result of Settlement for Recipient 100004 22. No PBE document entered Usage site 100004 (receiving site) 22. No hours are generated (retirement date) Result of Filler Calendar for PBE for Recipient 100004 22. 3 hours – PBE document – 5 hours filled in to make a total of 8 hours Result of Settlement for Recipient 100050 22. 8 hours in operation from generated daily document Result of Settlement for Recipient 100004 22.02. 3 hours in operation (PBE document) Result of Filler Calendar for PBE for Recipient 100050 22.02. No PBE document entered Usage site 100004 (receiving site) 22. 3 hours in operation from PBE document and 5 hours downtime from completed PUBLIC © 2014 SAP SE or an SAP affiliate company. All rights reserved.02.02. No PBE document entered 23.02.02.02. but: Usage site 100050 (sending site) 22.Usage site 100050 (sending site) 22.02. Daily document with 8 hours generated (retirement date) Result of Filler Calendar for PBE for Recipient 100004 22. 8 hours in operation from generated daily document 23. · The system does not generate SD order items for retirement documents. (Equipment type is irrelevant to stock check). you can also find the original document and item numbers for the shipping document or PBE document. The system assigns a number for each update settlement run that is generated automatically. !--a11y--> 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 checks whether it is dealing with dependent or independent equipment and generates different batch jobs in the background according to this criterion. The order date is the date of the settlement run. Activities Include all the documents in settlement or select the data you wish to include via the document number. The system assigns a retirement status to retirement documents. (Equipment type is relevant to stock check. Page 65 of 85 . You can distinguish between SD orders that are generated automatically and those that are created in dialog. (You can make posting rule settings in Customizing to determine this). Features ETM settlement makes all the necessary checks on recipient and equipment master data.4. ship-to party or company code. This ensures that ETM mass data can be processed successfully.2. When you start the program. Organizational structures in ETM are determined in accordance with (1) the providing party (equipment) and settings for the PM order administrator. The system generates SD orders from shipping documents and PBE documents (taking the settlement calendar into account).PBE document !--a11y--> 1. Prerequisites You have entered all the shipping documents and PBE documents for the defined period of time. for example. All rights reserved. Result Generated SD orders. and (2) the account assignment object to be debited in the recipient master record. The system generates documents and postings automatically during ETM settlement of equipment activity and material deliveries. Recommendation You should perform an ETM Test Settlement Run and correct any outstanding errors before you start an update run. PUBLIC © 2014 SAP SE or an SAP affiliate company.) Independent equipment refers to equipment for which there can only be shipping documents. 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. including a check to determine whether the equipment activity type is also a settlement type. This number is entered as the order number for the generated SD order.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). 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). For each item in the SD order. · Only documents for which the activity type has been defined as relevant to settlement in Customizing are taken into account. “in operation”.375 = € 1. Page 66 of 85 . collective cost center) other than those that have been defined in the equipment master record and in the recipient/customer master record. It remains at usage site A for the whole of the settlement period. 15th . Settlement takes place on Oct. shipping documents. 15th until Oct. additional posting rules have been defined that control debiting and crediting of the account assignment objects for each party. it can also be based on price lists and prices that have been entered directly in the equipment master record.50 Result of settlement on Nov. PUBLIC © 2014 SAP SE or an SAP affiliate company. · Under Equipment and Tools Management (ETM) ® Operations and Functions ® Stock Check for Equipment ® Stock Check per Equipment Type for Performance Based Equipment . retirement date) = 12 days. Result of settlement on Oct. Result Generated SD orders. the indicator ( InvM indicator) has been set for chronological inventory management. please see the appropriate documentation in the Implementation Guide (IMG). changes of activity type and retirement documents) the appropriate activity and settlement type (AS type). For further information on this subject. The retirement date is of no consequence here.375. 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 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. 12th (incl. 31st: Calendar days determined from Oct. 31st. “downtime” the Settlement Type in the Recipient Master Record the commissioning time in days.687. these posting rules can be automatically redirected (per condition type) to account assignment objects (for example. Settlement type: complete month and remaining calendar days Days/month: 30 days Case study 1: Equipment (for example. The RetireDate/TBE indicator for time-based equipment is set for usage site A. 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 . If required. Condition value: 15/30 * € 3. 1st until Nov. for example. All rights reserved. “available for use”. The monthly depreciation and interest rate (lower value) is € 3. !--a11y--> Settlement of Time-Based Equipment Prerequisites The basis for settlement of time-based equipment is: · · · · · the shipping document (acquisition documents. a crane) is sent to usage site A with a shipping document on Oct. Since ETM uses a providing and debited party as a base for calculations. 31st = 15 days. The monthly depreciation and interest rate is the same as above. However. Price determination for settlement purposes usually takes place using equipment specification catalogs. The retirement date does not count until an actual retirement (scrapping. sale of equipment and so on) takes place. the indicator ( InvM indicator) has been set for chronological inventory management.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. 31st: Calendar days determined from Nov. 30.375 = € 1.350 Case study 2: The above equipment is sent to usage site B on Nov. these would be taken into account in settlement. if for organizational reasons PBE documents also existed for TBE. Usage site B: retirement date (TBE) does not count Usage site C: Retirement date (TBE) counts Result of Settlement on Nov. until 11.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. = 5 days downtime Result of Settlement on Dec. 31st: At usage site B: An order item from Dec. The activity type must point to an equipment activity (SAP Implementation Guide ® Logistics .Condition value: 12/30 * € 3. All rights reserved.19. “downtime”. until 11.02. PUBLIC © 2014 SAP SE or an SAP affiliate company. 12th where its activity type is changed several times.25. 1st to Dec. 21st to Dec. 20th = 19 days in operation (without retirement date – see above) At usage site C: An order item from Dec. PBE documents are created for the equipment. Page 67 of 85 ./06. · Under Equipment and Tools Management (ETM) ® Operations and Functions ® Stock Check for Equipment ® Stock Check per Equipment Type for Performance-Based Equipment . 30th: At usage site B: An order item from 11. The PBE as TBE indicator in the recipient master record must not be set Standard case: PBE is sent to the usage site with a shipping document on Feb.26. To avoid this.12 until 11.02. = 6 days available for use An order item from 11. the indicator ( InvM indicator) has been set for chronological inventory management. 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. (February 4th /6th and 8th . 31st = 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. “available for use”. In other words. !--a11y--> 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”. = 8 days in operation An order item from 11. (04. 20th and it remains there for the rest of the settlement period. 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 . It is sent to usage site C on Dec. The indicator ( Stck indicator) has been set as being relevant to stock checks. each 3 hours with activity and settlement type “in operation”). 1st (historical stock record). 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.20. you should block the PBE document against data entry for TBE. 4th . Result of Settlement on Feb. · only the PBE document should be flagged as allowed document category for this equipment in the equipment master record. Define the equipment types for PBE equipment that you want to be settled using PBE documents as relevant to stock checks. The settlement calendar enters activity and settlement type “downtime” on recipient level 100050 for Feb. 5th and it stays there for the rest of the settlement period. No PBE document is entered for recipient 100051 over the entire period. 29th ). For example. the equipment would have to have been sent to the usage site using a shipping document. The equipment is sent from usage site 100050 to usage site 100051 on Feb. equipment type 2000 (relevant to stock checks) and recipient 100050. 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 . you are dealing with time-based equipment. !--a11y--> 1. 1st (acquisition). The prerequisites from Settlement of Time-Based Equipment also apply. · Recipient 100051 is charged with activity type “in operation” from Feb. no activity would be included in settlement. 6th and Feb. If it were. 2nd and 3rd . both are settled (double settlement). No historical stock record is created. If both shipping documents and PBE documents exist for the equipment. 9 hours are included in settlement. Activities Ensure that the PBE as TBE indicator in the ETM Settlement data view of the recipient master record is not flagged.4. 3rd .1. 29th: Recipient 100050 is charged for 3 hours in operation on Feb 3rd (PBE document). The equipment type for the equipment must be relevant to stock checks (= performance-based equipment). 5th until Feb. A PBE document is entered with 3 hours in operation on Feb. If there is no PBE document for the whole period of time. If no PBE documents had been created in the settlement period. Page 68 of 85 . All rights reserved. Result of settlement: only the PBE document can be used in settlement. 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. Case Study 3: Using the Settlement Calendar Settings: Equipment 300000006 allowed for shipping documents and PBE documents.2. only the PBE document is settled for recipient 100050. 29th (shipping document). PUBLIC © 2014 SAP SE or an SAP affiliate company. Prerequisites The basis for settlement of performance-based equipment as time-based equipment (PBE as TBE) is the shipping document. each date with 3 hours in operation.3 Settlement of PBE as TBE Use ETM equipment activity can be settled differently for different recipients.4. 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. on a heavy goods vehicle). Entries in the settlement calendar are irrelevant to settlement in this case and are ignored. PBE equipment is sent to a usage site without a shipping document (for example. Feb. Since you are dealing with PBE. The PBE as TBE indicator must have been set in the Recipient Master Record for the recipient that you want to include in settlement. 29th: On Feb. If the equipment type for the equipment is irrelevant to stock checks. 1st until Feb. Equipment is sent to recipient 100050 with a shipping document on Feb.Result of Settlement on Feb. the shipping document is used as a basis for the settlement (from Feb. Equipment activities are entered in the system using PBE documents . then as far as ETM is concerned. 8th . 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. the total must equal 100%.1333 = € 3.33 The quantity in the SD item does not represent the physical quantity but the condition type for the settlement package.44 20 4713 0. SD order created (conditions on item level) Item Equipment Qty Value 10 4712 0. number 6 4713 Shovel 5 3 The quantity per item only serves as information and is not relevant to settlement or inventory management. Activities Flag the PBE as TBE indicator in the Settlement data view of the recipient master record (see: Changing a Recipient Master Record.1333 = € 24. days/month indicator in the recipient master record = 30 days. The quantity in the SD document is multiplied accordingly for multipart equipment. Page 69 of 85 . (PBE document should not be an allowed document category for PUBLIC © 2014 SAP SE or an SAP affiliate company. !--a11y--> Settlement of a Settlement Package Prerequisites Shipping documents containing settlement packages must have been entered in the system. 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). 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. Activities The following example helps to clarify the activities that are required: Settlement package for excavator 4711 (fictitious equipment 4711) containing: Equipment Description Qty 4712 Digger 2* Percent Equiv. If you enter percentages. !--a11y--> Settlement for Multipart Equipment Prerequisites · Multipart equipment should not be performance-based.333 3. This avoids the case of the customer not being billed at all. No. the PBE is settled as though it were TBE (using the shipping document). All rights reserved. Basic rental price. · The allowed document category in the equipment master record is shipping document.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.667 24.44 Item 20 (1 x 3/9) x 75 x 0. Display in Historical Stock Settlement with activity and settlement type In Operation .6 Settlement of Materials Use You must use an intermediate recipient if you want to send materials.4. Display in Historical Stock From May 5th . This intermediate recipient usually represents the physical warehouse or storage location. All rights reserved. Result of Settlement on May 31st on Usage Site A 10 units are settled with activity type “in operation” from May 1st until May 15th . Page 70 of 85 . WBS element. Integration Numerous settings must be made in Customizing for ETM. Prerequisites · The Intermediate Recipient field must have been filled in the shipping document in cases of onward delivery (automatic material sales/material repurchase). must have been assigned to the material. Result of Settlement on May 31st on Usage Site B 3 units are settled with activity type “in operation” from May 15th until May 31st. Usage site B: new stock is created as of May 15th for the remaining quantity of 3 with activity type “in operation”.unrestricted-use stock = 3 on usage site B. · The equipment type of the equipment cannot be relevant to stock checks. 1) Usage site A with activity and settlement type “in operation” is completed by May 15th . · The appropriate billing type must have been assigned to the sales/repurchase document type. From May 15th .05.4. CO order and so on) belong to. · 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. The remaining 7 drilling machines stay on usage site A for the whole of the settlement period (until May 31st). activity and settlement type “in operation”.multipart equipment). Posting rules determine which account assignment object is used to determine the company code for the providing and debited parties. !--a11y--> 1. · The shipping document type must have been assigned to the appropriate sales document types for internal and external material sales and material repurchase. Usage site A: new stock is created as of May 15th for the remaining quantity of 7 with activity type “in operation”.2. 10 machines on usage site A.1. It does not matter which company code the objects for settlement (PM order.15. activity and settlement type “in operation” From May 15th . · The system only takes those materials into account that are being sent internally (within the same company code or across different company codes). PUBLIC © 2014 SAP SE or an SAP affiliate company. settlement and activity type “in operation”. · The activity type form the shipping document must have been assigned an onward delivery activity type (return delivery activity type). 7 units are settled with activity type “in operation” from May 15th until May 31st. Example 10 drills (multipart equipment) are sent to usage site A with settlement and activity type “in operation” on May 1st.unrestricted-use stock = 7 on usage site A. !--a11y--> 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. · The appropriate assignment sales/repurchase for material deliveries must have been made for the document and material type. 3 of these drilling machines are sent to usage site B on May 15th . in turn. External shipping is irrelevant here. Construction site (WBS element = debited object) has been assigned to company code 0002. 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. All rights reserved. When the outbound invoice from company code 0001 is created and posted.000.160.- For more information. Company code 0002 posts an inbound invoice (credit). This is represented by a company code in SAP (company code 0001).- Posting key 50 For example. An outgoing invoice (debit) is created in company code 0001. 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). code 0001 to co. and provided that you are not dealing with an integrated company. code 0002 € 1.- Posting key A1 Output tax € 160. 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. The usage sites (for example. company code 0001 creates and posts an outbound invoice (debit). construction sites) can also belong to their own legally independent company and therefore have another company code (company code 0002). code 0001 € 1. 4711 € 1. Company code 0001 Posting key 01 Receivables co. 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. an inbound invoice is triggered in company code 0002 by means of output/message control and EDI.000.160. 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. !--a11y--> Example: Settlement Across Different Company Codes Using EDI Prerequisites · Providing and debited account assignment objects belong to different organizational structures (company codes). · Debtor must have been created for the appropriate sales area or for Financial Accounting (FI). Equipment (PM order administrator = providing object) has been assigned to company code 0001.- EDI is triggered using message/output control. PUBLIC © 2014 SAP SE or an SAP affiliate company. Page 71 of 85 .- Posting key V1 Input tax € 160. · Material must have been created in the appropriate organizational structure. PM order administrator for equi. code 0002 to co. see Example: Settlement Across Different Company Codes. It posts an incoming invoice (credit) in company code 0002. In other words. Company code 0002 Posting key 31 Payables co.- Posting key 40 Usage Location X € 1. For this reason.Prerequisites All the company codes must use the same chart of accounts. for example debtor 111. even for the sales area. the business transactions have been determined as cross-company code. even for the purchasing organization.) 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. Settings for the customer For example. In our example. Forwarding inbound data to the vendor (creditor) The debtor from one company code (for example. The account assignment object for the recipient (in accordance with recipient type). Across different company codes: As described in 4a and 4b above. 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). Message condition type J3GO is delivered with the system.T.As far as company code 0001 is concerned. 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. PUBLIC © 2014 SAP SE or an SAP affiliate company. Page 72 of 85 . You also have to define message determination for cancellations in accordance with the billing documents. for example debtor 111. external system IDoc basic type /SAPCEM/INVOIC Set the output mode to Collect IDocs and Do not start subsystem . 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. Inbound parameters None necessary b. The usage site is the debtor. Settings for the vendor In our example. Partner profiles You have to define which message type you want the system to use for both the customer (debtor) and the vendor (creditor). for example WBS element or cost center has been assigned to company code/business area (in our example. company code 0002). This “customer internal settlement”. it represents company code 0002. For further information on this subject. As is usually the case with condition technique. for example. This debtor is used for the outbound invoice form company code 0001. must have been created in sales area 0001/01/01. The system then also generates the SD order in this sales area. The equipment is the provider of the service (creditor). The system uses the following partner types: KU = customerLI = vendor a. company code 0001 and debtor number 111) is converted for the other company code (for example. 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 . a. The ETM indicator for postings is adapted accordingly in internal programs. b. company code 0002 and vendor 500002). As far as company code 0002 is concerned. company code 0002 is a real customer and must therefore be entered as a customer (debtor) in the system. All rights reserved. sales area 0002/02/02 for the customer (internal settlement). However. company code 0001). please see the appropriate documentation in the SAP Implementation Guide (IMG). this would be company code 0002 which is equivalent to sales organization 0002/diistribution channel 02/division 02. In our example.A. 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. company code 0001 is a real vendor and must therefore be entered as a vendor (creditor) in the system. d. this would be company code 0001 which is equivalent to sales organization 0001/distribution channel 01/division 01. Message determination If you want to use EDI. you have to create a condition record for this condition type and a customer (internal settlement). Then the sales area for the equipment is defined in Customizing for ETM under Global Settings ® Sales Area per Company Code/Business Area/Plant . you must have made the appropriate settings for message determination for billing documents in Customizing. 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. c. ( Equipment and Tools Management (ETM) ® Operations and Functions ® Settlement ® EDI Settlement ). Determining the sales area for the debtor The appropriate sales area is determined from the account assignment object for the debtor = usage site. calendar ID.2. complete month.4. 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. 3. Posting by means of a batch input session. 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. hours per day/month. WBS elements and equipment Prerequisites Shipping documents and PBE documents exist. The Check Recipient/Std and Dummy Recipient Settlement Relevance Etc.3. You define the posting key and the document type in the program parameters. Setting posting parameters You must define a tax type (for example. PUBLIC © 2014 SAP SE or an SAP affiliate company. selection screen appears. You should not perform SD Settlement until you have corrected all the errors. !--a11y--> 1.2. !--a11y--> 1. Activities Correct the errors in the log.4.4. Page 73 of 85 . The system displays an error log from which you can correct the errors directly. 4. Choose Execute. 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 Recipient Data Check Use This function finds any errors in the shipping documents and PBE documents that are used to generate the SD orders.d.1 Checking a Recipient Prerequisites Shipping documents and PBE documents exist.4. 2. A1) and the tax rate that the EDI partner can transfer (from the providing company code 0001) using control indicators. Select either by using the document date or by using the document number. Procedure 1. Double-click on the appropriate entry. Result An outbound invoice has been created in company code 0001 and an inbound invoice has been created in company code 0002. Here you can decide whether you want posting to take place directly or by means of a batch input session. All rights reserved. On the initial screen choose Logistics ® Equipment and Tools Management ® Transaction Data ® Settlement ® SD Orders ® Check SD Orders . Correct any mistakes. Enter the same selection criteria in the input fields as in the original settlement start (pay special attention to Update run / Test run .6C2 has an improved settlement lock concept. Confirm the warning and continue processing. A warning appears. On the initial screen choose Logistics ® Equipment and Tools Management ® Create SD Orders . All rights reserved. The only difference from the update run is that the appropriate status is not set in the documents included in the run. You can now process these SD orders. If you select your data using the document number. execute a Location Setup and repeat the SD settlement procedure. 7. You should always run a Test without orders before you run an update run. 4.Result The check is free from errors. 3. Choose Execute. 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 ). of items per order field with a default value of 10 and the No. You can settle materials and equipment separately if you have not selected using the ship-to party or the company code. If you process parts of data in parallel. 6. you can minimize the total run time dramatically. The selection buttons program start as test run or as update run control whether it is a test or update settlement run. If you have not performed or not completed a location setup. In this case to unlock the run you have to use program J _3GINVC_RESCUE (transaction SE38 ®Program J_3GINVC_RESCUE ) !--a11y--> 1. Release 4. 2. 5. By entering a value for Number of Orders per Commit Work you can determine the number of order headers per commit work. The Input ETM Sales Orders with Job Split in R/3 SD screen appears. no. If you select Yes. If you enter a document number as well as a ship-to party and company code.4. In the case of an incorrect settlement this saves you time because you only have to run the incorrect orders again. Set either Yes or No for Orders sorted by GR . SD orders can be generated (please see: Generating SD Orders). PUBLIC © 2014 SAP SE or an SAP affiliate company. the system ignores the document number.5 ETM Test Settlement Run Definition The ETM test settlement run process the data completely and carries out all the checks. This means that each order item can be a different goods recipient.4 Generating SD Orders Procedure 1. Enter the appropriate values. of jobs to be started field. If more than one batch job is to be run.2. Double-start of the update run is not possible.4. the Max. The lock remains during program termination. only items from a goods recipient are created per automatically generated SD order (can be used for example by work cooperatives). !--a11y--> 1. a dialog box appears informing you of this. This settlement run log is displayed when the appropriate program is started after the run has finished. Use You can use the ETM test settlement run to simulate SD settlement and therefore minimize errors in each monthly settlement. The system writes all the errors it finds into a Settlement Log. You can change the default values.2. 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. you must remove/not enter a ship-to party or company code. If this is the case. Result SD orders have been generated. ® Transaction Data ® Settlement ® SD Orders The system fills the Settlement date field with a value corresponding to the last settlement date from Customizing. of jobs to be started field with a default value of 10.4. If you select No the standard ETM order generation occurs. The required lock is set at the start of the program and released at the end. you should enter the number in the No.4. The system makes a copy of this log and archives it so you can display it at any time. Page 74 of 85 . You can find further information on this subject under Changing and Displaying SD Orders. Log deletion is not automatic. The default setting for the retention period of logs for test runs is 50 days.!--a11y--> 1. (This screen will be different depending on whether the order type is for materials or equipment). Procedure 1. price lists or catalog and so on. You can do the following with the log: · get an overall view (settlement. 3. 2. you can branch directly to either the shipping document or the performance-based equipment document. The Settlement Log for ETM Settlement screen appears. On the bottom the system displays the corresponding document. owner/administrator. 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). A selection screen appears. Choose Logistics ® Sales and Distribution ® Sales . Result On the left you see a navigation tree from which you can navigate to the different settlements. 4. transaction type. (The ETM – Transaction Data screen appears. You can branch to the display for the corresponding master records or to the change screen for SD orders and ETM shipping documents. On the initial screen choose Logistics ® Equipment and Tools Management ® Transaction Data.4. shipping document and so on. The ETM overview screen for the SD order appears. You can also delete logs before the end of the retention period (parameter entry in transaction SLG2).) 2. 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. 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 . 2. On the initial screen choose Logistics ® Equipment and Tools Management ® Transaction Data ® Settlement ® SD Orders ® Settlement Log .4. Choose Order ® Change or Order ® Display . you must delete logs using transaction SGL2 . An annual reorganization is recommended. 3. Enter the appropriate order number on the Change Sales Order or on the Display Sales Order initial screen and choose Enter . All rights reserved. SD document. On the top right you can display the details with long text for the messages.6 Changing and Displaying SD Orders Procedure If you want to display the SD order and the appropriate values in dialog. proceed as follows: 1.6C2 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. sending and receiving recipient type. Select your desired item in the ETM overview and choose: The system displays information on the document category. error. Page 75 of 85 .2. Choose Environment ® Archive Lists . All other SD Order functions are the same as in the standard R/3 System. PUBLIC © 2014 SAP SE or an SAP affiliate company. organizational structure.6C1 Inclusive) Use You can find and later correct incorrect or incomplete master data using the log that the system generates for the settlement run. !--a11y--> Displaying the Settlement Run Log (from Release 4. !--a11y--> Displaying the Settlement Run Log (to Release 4. If you double-click on the document number. The system displays information on the equipment. for all other logs 500 days. recipient or company code. 4.4. Select Refresh data . 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. Integration Displaying the Settlement Log Check SD Orders !--a11y--> 1. Process Flow The system only checks internal or cross-company code orders.10. You must have performed this run before the next settlement run takes place! Prerequisites Settlement and all other preparations must have been completed. All rights reserved. you have to start the postprocessing run manually from the menu.!--a11y--> 1. 3. Choose Settlement ® SD Orders ® Postprocess Input . Page 76 of 85 . On the initial screen choose Logistics ® Equipment and Tools Management ® Transaction Data. Choose Execute .10 SD Order Check Use The system checks how the CO objects are determined. If all the manual and automatic postprocessing runs have been executed. Integration This function finds and corrects inconsistencies in account assignment in advance and thus ensures a smooth and trouble-free billing run.4.4.) 2.4. Procedure 1.2.4.2. Prerequisites SD orders that have been generated in ETM settlement exist (Generating SD Orders). the system automatically starts a postprocessing run. 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.4. the system display a message to this effect. !--a11y--> 1.9 Input Postprocessing Use If you have created SD orders with restrictions on document number. (The ETM – Transaction Data screen appears.2.1 Checking SD Orders Procedure PUBLIC © 2014 SAP SE or an SAP affiliate company. 5 ETM Inventory Purpose ETM inventory is used in the area of equipment rental. You can create a batch input session that sets a billing block for incorrect orders.4. You can alter how the system displays this list in Customizing for ETM under Information Systems ® Settlement List . the result has to be entered in the system. Process Flow Part 1 · Determine quantity · Print stock list A stock list without any quantities entered is distributed to the usage sites.2. You can branch to the SD order from this log. · Create. !--a11y--> 1. The ETM: Analysis of CO Object Determination screen appears. change and display initial entry of stock balances After the stock has been counted. choose Logistics ® Equipment and Tools Management ® Transaction Data ® Settlement ® Settlement List . materials are not included in inventory. If you want to display the settlement list. only equipment (equipment items and multipart equipment). Prerequisites You should not enter any more shipping documents after the stock lists have been generated. Items (equipment and small parts) that are not listed in the stock list can also be included. Materials can be included in inventory by using the standard R/3 System. Activities 1. similar to that used in the Materials Management (MM) module. Correct any mistakes. !--a11y--> 1. Period and Equipment fields. The stock controller or person responsible on the usage site enters the quantities in the list. It is based upon recipient-oriented key-date inventory. Result The system displays an error log. On the initial screen choose Logistics ® Equipment and Tools Management ® Transaction Data ® Settlement ® SD Orders ® Check SD Orders .1.2. 2. All rights reserved. Select your data using the Sales document .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. However. Page 77 of 85 . Part 2 · Check entry of stock balances ¡ Counted stock without equipment number ¡ Counted stock with equipment number PUBLIC © 2014 SAP SE or an SAP affiliate company. Prerequisites ETM Settlement must have taken place. The items must be marked with the appropriate indicator. The stock quantity is not relevant for multipart equipment.2. · Valid Administrator in Customizing for ETM under Operations and Functions ® Inventory ® Valid Administrators . All rights reserved. If you want you can print the list. Equipment restriction and Catalog restriction . 3. Result You have corrected the stock for multipart equipment. Choose Execute.Part 3 · Generate stock differences · Values for stock differences · Reset generated stock differences You can use this function to reset inventory completely. The key date is filled with the value defined in the Customizing table Global Settings . Usually employees label each of the counted equipment. · Valid Administrator in Customizing for ETM under Operations and Functions ® Inventory ® Valid Administrators . 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. Enter the desired value for the number of empty pages and lines per page. The Stock List . send it.2 Determining Quantity Use The person responsible for inventory runs this report to determine the number of inventory labels required on a usage site. In practice a printout of the stock list serves as a reference for the physical equipment count. If you only want to print empty pages (for example for initial distribution) set the Output empty pages only indicator. Procedure To display the stock list for a construction site proceed as follows: 1. !--a11y--> 1. PUBLIC © 2014 SAP SE or an SAP affiliate company. Only the number of equipment (equipment numbers) is determined. You have to use Asset Accounting (AA) in the Financial Accounting (FI) module to deal with equipment items. Select the data that you want to display by completing the relevant restrictions in the screen areas Recipient-oriented restrictions. !--a11y--> 1. and therefore should still theoretically be on the usage site. 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 . On the initial screen choose Logistics ® Equipment and Tools Management ® Transaction Data ® Physical Inventory ® Stock List . Result The Stock List .2. 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 . This avoids double-counting.5. · Write off differences for multipart equipment You can only write off the differences for multipart equipment using this function.5. 2. Page 78 of 85 .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.Inventory screen appears. 4. Equipment items are ignored. Sufficient labels are distributed to the person in charge of inventory. The Recipient field is mandatory. or save it as a file.Inventory screen appears. Procedure If you want to enter stock for a construction site proceed as follows: 1. and so on.3. 4.Procedure If you want to determine quantities for a usage site proceed as follows: 1. Choose Enter . 2. On the initial screen choose Logistics ® Equipment and Tools Management ® Transaction Data ® Physical Inventory ® Initial Entry of Inventory Data ® Enter . !--a11y--> 1. PUBLIC © 2014 SAP SE or an SAP affiliate company. On the initial screen choose Logistics ® Equipment and Tools Management ® Transaction Data ® Physical Inventory ® Quantity Determination . and signature and passed to the person responsible for inventory.1 Entering Stock Use Using this function you can enter equipment that has been counted on the usage site in the system. The Quantity Determination for Inventory screen appears. 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). You must enter a usage site The key date is filled with the value defined in the Customizing table Global Settings .2. Equipment restriction and Catalog restriction . Page 79 of 85 . Enter the count date (current date) and the usage site for which you want to enter stock. construction sites. The physical inventory takes place on usage sites. 3. Choose Execute . The completed stock lists are confirmed with name. construction yards. 4. that means the equipment that is physically available on the usage site. 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. The Enter Stock in Inventory screen appears. Result The Quantity Determination for Inventory screen appears. 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) 5. You can determine the number of inventory labels required on the desired usage site.3 Initial Entry of Inventory Data Purpose You use initial entry of inventory data to enter the amount of equipment that has been counted.5. Enter the counted quantity in the Quantity column. Enter data as required. If you want to consider multipart equipment set the Consider multipart equipment indicator. The current counter readings are entered for equipment with counters for operational hours/kilometers. Choose Save . 2. The Enter Stock in Inventory screen appears.5. Result The stock is entered in the system. If an equipment is missing at the usage site set the Quantity 0 indicator. date. !--a11y--> 1. All rights reserved. Select the data that you want to display by completing the relevant restrictions in the screen areas Recipient-oriented restrictions. All items (with the exception of scaffolding and shuttering) are given labels during the count to avoid double-entry.2. 3. 3. 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. The Change Stock in Inventory screen appears. !--a11y--> 1.3. The Display Stock in Inventory screen appears. 2. Prerequisites You have already entered stock for a usage site. Page 80 of 85 . PUBLIC © 2014 SAP SE or an SAP affiliate company. Enter the usage site for which you want to display stock. Make the desired changes. 5. 3.5. Prerequisites You have already entered stock for a usage site. Procedure If you want to change stock for a construction site proceed as follows: 1.2.2.5. 4. !--a11y--> 1. Choose Save . Result You have changed the stock for the usage site that you entered. On the initial screen choose Logistics ® Equipment and Tools Management ® Transaction Data ® Physical Inventory ® Initial Entry of Inventory Data ® Display . On the initial screen choose Logistics ® Equipment and Tools Management ® Transaction Data ® Physical Inventory ® Value Stock Differences ® Change .3 Displaying Stock Use Using this function you can display equipment that is on a usage site. Procedure If you want to change stock for a usage site proceed as follows: 1. Choose Enter .3. Choose Enter . Result You have displayed the stock for the usage site that you entered. The Change Stock in Inventory screen appears. 2.Result You have entered stock for a usage site in the system.2 Changing Stock Use Using this function you can change stock on a usage site. All rights reserved. The Display Stock in Inventory screen appears. Result The system displays the counted stock without equipment number. The light is red if the construction site inventory has not been entered.5. 2. The light is yellow if some of the equipment has been entered but open items still exist. 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). Prerequisites You have already entered stock for a usage site. Choose Logistics ® Equipment and Tools Management ® Transaction Data ® Physical Inventory ® Check Entry of Stock Balances . 4. !--a11y--> 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). Result You have checked the stock that has been entered in the system. The equipment manager or person responsible for inventory should decide whether the equipment should be given an equipment number or not. 3. Select the data to be displayed by making the desired entries in the screen areas Recipient-oriented restrictions and Equipment restriction . 2. The system fills the key date with the value from the global settings in Customizing for ETM Inventory.4 Checking Stock Data Use Using this function you can check stock data. Page 81 of 85 . You see whether open items exist per recipient/usage site. If you do not set the indicator the system displays cumulative counted stock. The Check Entry of Stock Balances screen appears.!--a11y--> 1. PUBLIC © 2014 SAP SE or an SAP affiliate company. On the initial screen choose Logistics ® Equipment and Tools Management ® Transaction Data ® Physical Inventory ® Counted Stock without Equipment Number . The Check Entry of Stock Balances screen appears. meaning that all individual records are summed per equipment. Choose Execute. Procedure To display the counted stock without equipment number proceed as follows: 1. All rights reserved. Prerequisites You have already entered stock for a usage site. If you set the Display items individually indicator the system displays the individually counted stock per equipment. Procedure If you want to check stock data. 3. proceed as follows: 1. Select the data that you want to display by completing the relevant restrictions in the screen areas Recipient-oriented restrictions and General restrictions . The Counted Stock Without Equipment Number screen appears.2. 4. On the initial screen choose Logistics ® Equipment and Tools Management ® Transaction Data ® Physical Inventory ® Counted Stock with Equipment Number . Page 82 of 85 . Select the data that you want to display by completing the relevant restrictions in the screen areas Recipient-oriented restrictions and General restrictions . Procedure If you want to value the stock differences. Prerequisites You have already entered stock for a usage site.7 Generate Stock Differences screen appears. Procedure If you want to generate stock differences. All rights reserved. proceed as follows: 1.2. !--a11y--> 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. On the Counted Stock With Equipment Number screen you can sort the columns ascending and descending. proceed as follows: 1. Using the Sort order indicator you can determine how the system displays the list and the columns that the list contains. 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 . 3. 2.5. Procedure To display the counted stock with equipment number proceed as follows: 1. You can store this list as a client-dependent (and user-specific) variant using Settings ® Layout ® Save . The 1.!--a11y--> Displaying Counted Stock With Equipment Number 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). 2. 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). On the initial screen choose Logistics ® Equipment and Tools Management ® Transaction Data ® Physical Inventory ® Generate Stock Differences . The Counted Stock With Equipment Number screen appears. Result The system displays the counted stock with equipment number. !--a11y--> Valuing Stock Differences Use With this function you can determine the value of the stock differences. On the initial screen choose Logistics ® Equipment and Tools Management ® Transaction Data ® Physical Inventory ® Value Stock PUBLIC © 2014 SAP SE or an SAP affiliate company. proceed as follows: 1. Select the data that you want to evaluate by completing the relevant restrictions in the screen areas Recipient-oriented restrictions for multipart equipment. Choose Execute. All rights reserved. Result You get a list containing the values of the stock differences.2. Prerequisites You have generated stock differences. 2. !--a11y--> Resetting Generated Stock Differences Use Using this function you can reset the generated stock differences.5. Prerequisites You have generated stock differences. !--a11y--> 1. !--a11y--> Writing Off Differences for Multipart Equipment Use Using this function you can write off the differences that you have generated for multipart equipment. Select the data that you want to evaluate by completing the relevant restrictions in the screen areas Recipient-oriented restrictions .5. 4.2. Equipment restriction.9 Reset Generated Stock Differences screen appears. Equipment restriction and Program parameters .Differences . The 1. 3. On the initial screen choose Logistics ® Equipment and Tools Management ® Transaction Data ® Physical Inventory ® Write Off Differences for Multipart Equipment . The amount of difference is calculated from the average new value of the equipment multiplied by the percentage.8 Values for Stock Differences screen appears. Choose Execute. proceed as follows: 1. 3. On the initial screen choose Logistics ® Equipment and Tools Management ® Transaction Data ® Physical Inventory ® Reset Generated Stock Differences . The Write Off Differences for Multipart Equipment screen appears. 2. 2.2. Procedure If you want to write off differences for multipart equipment.6 Archiving of ETM Data PUBLIC © 2014 SAP SE or an SAP affiliate company. 3. Procedure If you want to reset generated stock differences. The 1. and General Parameters . Equipment restriction and Program parameters . Select the data that you want to evaluate by completing the relevant restrictions in the screen areas Recipient-oriented restrictions for multipart equipment. Enter the Values as Percentage field. Page 83 of 85 . Choose Execute. ValAssgmt . ETM condition records /SAPCEM07 – requisition note By entering the relevant archiving object as an info structure you can display archived data in the Archive Information System. structure indicator catalog text (Table J_3GT370ST). catalog attributes (Table J_3GKATMER).Define Individual Function Codes J_3G_DISPO_BADI_PT02 Choose Material for SD Settlement /SAPCEM/SD_MATERIAL PUBLIC © 2014 SAP SE or an SAP affiliate company. Activities To archive ETM data call transaction SARA and enter the following archiving objects: · · · · · · · /SAPCEM01 .ETM catalog and catalog entries /SAPCEM05 .ETM shipping document /SAPCEM02 . About 2: Data from the ETM area that you no longer require for the business process can be archived and. 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). default catalog code (Table J_3GKATZU). the system uses the Customizing settings under Logistics – General ® Equipment and Tools Management (ETM) ® Operations and Page 84 of 85 . When deleting the system imports the archived data from the file and deletes it from the system. If you decide not to implement this BAdI.ETM PBE document /SAPCEM03 . All rights reserved. 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 !--a11y--> Business Add-Ins (BAdIs) for ETM In Customizing for Equipment and Tools Management under System Modifications . catalog (Table J_3GKATAL). The delete program starts automatically when performing archiving. requisition notes. 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. insurance data.Use This function provides 1. generation files. catalog text (Table /SAPCEM/KATTEXT). deleted from the system. The where-used check should ensure that data that is not used in ETM cannot be archived. BOM items. price-list condition-record catalog (Table J_3GPLKAT) When archiving individual ETM catalog entries: catalog (Table J_3GKATAL). performance-based equipment (PBE) documents. and classification data When archiving ETM catalogs: structure indicator catalog (Table J_3GT370S). catalogs. Result In archiving the following data is deleted from the system: · · · · · · · · When archiving shipping documents: document header.ETM insurance data /SAPCEM06 . therefore. catalog text (Table /SAPCEM/KATTEXT). When archiving the system initially stores the data in a file that has been defined in Customizing.ETM BOM /SAPCEM04 . A where-used check of standard objects in ETM 2. Enter the archiving object and choose Goto ® Customizing . Notes This BAdI enables you to choose the material you require for ETM price list determination and settlement in the sales order. The provision of archiving objects enables archiving of ETM objects of type shipping documents. bills of material (BOMs). and condition records. 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. you have the following business add-ins (BAdIs) at your disposal: Description Technical Name Shipping Document J_3G_BADI_VS ETM Requisition Note J_3G_DISPO_BADI_REQ ETM Planning Board J_3G_DISPO_BADI_PT01 Planning Board . Functions ® Activity Types and Settlement Types ® Assign Activity/Settlement Types to Equipment Types. and the following user exit: Description Technical Name Batch Determination in Shipping Document J_3G_CHARGE PUBLIC © 2014 SAP SE or an SAP affiliate company. All rights reserved. Page 85 of 85 .