SAP ETM –FI PERSPECTIVE
MOORTHY ESAKKY
Lead Consultant
RP Techsoft
SAP – ETM Business Process
Time Based Equipment Process – Own Equipments
Time Based Equipment Process – Rental Equipments
Performance Based Equipment Process
ETM Non-Consumable Material Process
ETM Consumable Material Process
ETM Project Budget Report
Time Based Equipment Process
• 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 timebased 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.
Performance Based Equipment Process -PBE
Equipment that has been defined as performance-based, for example an
excavator, is usually settled in hours on the basis of the PBE document.
The performance-based equipment document is used as basis for settlement for
performance-based equipment.
If no PBE document has been created for the complete commissioning period,
the shipping document is used as a basis for settlement.
PBE is usually expensive equipment and managed in stock as an equipment item.
To keep the equipment costs as comprehensive as possible, it is usually a good
idea to create a separate PM order administrator (cost collector) for each
equipment item.
ETM Non-Consumable Material Process
• This business process is used if standard material, called nonconsumable material e.g. site facilities, ladders etc. has to be
shipped from a warehouse to a recipient (debtor master with
enhanced ETM view) together with equipment in one ETM shipping
document or has to be taken out of a magazine
• In both ways, non-consumable material is given back to the
magazine or the warehouse via ETM shipping document after it has
been used. This saves time and costs for transports and
administrative effort. Magazines are a kind of “little project
warehouses “ on big construction sites/projects.
• The process in ETM is called “sales and repurchase of non
consumable material” to and from a recipient/project - to and from
a warehouse. This means, construction sites “buy” non consumable
material for a fixed price and after the non consumable material is
given back to either the magazine or the warehouse a reduced
value will be credited to the project (automated repurchase
process).
ETM Non-Consumable Material Process
• When the periodically settlement takes place,
projects get debited for the received material and
credited for the returned material. So the project
pays a kind of provision fee for the usage of the
material.
• Generally the settlement of non consumable
material is based on quantity and not on the time
period like time based equipment!
• The cost charging and automated repurchase of
non-consumable material is fully automated
handled via ETM!
ETM Consumable Material Process
• This business process is used for shipping standard material,
called consumable material (e.g. concrete or nails) together
with equipment in one ETM shipping document to reduce
transport- and handling costs for projects in construction
industry.
• The cost charging is done by SAP standard Sales and
Distribution (SD) and Material Management (MM).
• ETM only overtakes - logistically seen - the delivery of
consumable material.
• No settlement takes place in ETM for consumable materials!
Time Based Equipment Process
• Create ETM Requisition Note
• Create Acquisition Shipping Document and
Requirement Note
• Assign Equipment and Create Shipping Document
• Return Equipment Back to the Construction
Yard/Warehouse (Create Second Shipping Document)
Time Based Equipment Process
•
•
•
•
CEM Sales Order Settlement (Create Sales Order)
Log for CEM SD Settlement
Internal Cost Allocation
External Cost Allocation
Time-Based Equipment Process Including ThirdParty Rental Equipment
• Create ETM Requisition Note
• Create Purchasing Requisition for Rental
Equipment
• Convert Purchase Requisitions to Purchase Order
• Posting Goods Receipt
• Invoice Verification
• Create Equipment
• Create Equipment BOM
Performance Based Equipment Process
ETM equipment encompasses objects such as vehicles, equipment, machinery,
scaffolding, shuttering and tools that have to be sent and managed
Organization Structure in ETM
Controlling area
Company Code
Plant
Sales organization
Distribution channel
Division
Purchase organization
Storage Loc
Equipment – Eg., Tower crane SK-C 200
Non-Consumable material – Ex., Aluminum standing ladder
Consumable Material – Ex., Metal blade for saw
Business Role
•
•
•
•
Warehouse Clerk
Project Manager ECO (DIMP)
Project Manager ECO
ECO Equipment Adminitrator (DIMP)
Time Based Equipment Process (Internal)
• Create Requisition Note(Availability check)\
Create ETM Requisition Note
Create Acquisition Shipping Document and Requirement Note
Assign Equipment and Create Shipping Document
This step is to assign the Equipment to the Requisition Note and create the shipping
document to the graphical planning board.
Logistics  Equipment and Tools Management  Transaction data 
Planning  Requirements Overview  Graphical Planning Board- Change
T Code : /SAPCEM/PT01