ETM - Equipment and Tools Management
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Table of content
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Table of content
1 ETM - Equipment and Tools Management
1.1 Master Data
1.1.1 ETM Catalog
1.1.1.1 Creating a Catalog
1.1.1.2 Importing the Construction Equipment Catalog (to 4.6C1 Inclusive
1.1.1.3 Importing Catalogs (from Release 4.6C2 Inclusive)
1.1.1.4 Displaying the Catalog Structure (to Release 4.6C1 Inclusive)
1.1.1.5 Displaying the Catalog Structure (from Release 4.6C2 Inclusive)
1.1.1.6 Creating an Entry in a Catalog
1.1.1.7 Changing and Displaying a Catalog Entry
1.1.1.8 Creating a Material Assignment to the Catalog
1.1.1.9 Changing, Displaying and Deleting a Material Assignment
1.1.2 ETM Bill of Material (BOM)
1.1.2.1 Creating a BOM
1.1.2.2 Changing and Displaying a BOM
1.1.2.3 Displaying the BOM (from Release 4.6C2 Inclusive)
1.1.2.4 Interpolation
1.1.3 ETM Equipment
1.1.3.1 Creating Equipment
1.1.3.2 Changing and Displaying Equipment
1.1.3.3 Flagging Equipment for Deletion
1.1.3.4 Equipment Activation and Deactivation
1.1.3.4.1 Activating and Deactivating Equipment
1.1.3.5 Assigning Equipment to an Asset
1.1.3.6 Insurance Data
1.1.3.6.1 Creating, Changing and Displaying Insurance Data
1.1.3.7 Package
1.1.3.7.1 Shipping Package
1.1.3.7.1.1 Creating a Shipping Package
1.1.3.7.1.2 Changing, Displaying and Deleting a Shipping Package
1.1.3.7.2 Settlement Package
1.1.3.7.2.1 Creating a Settlement Package
1.1.3.7.2.2 Changing, Displaying and Deleting a Settlement Package
1.1.3.8 Price Information
1.1.3.8.1 Displaying Price Information for the Equipment
1.1.3.8.2 Displaying Price Information for the Location
1.1.4 Owner/Administrator
1.1.4.1 Owner/Administrator Relationship
1.1.4.2 Creating an Owner/Administrator
1.1.4.3 Changing and Displaying an Owner/Administrator
1.1.5 Recipient
1.1.5.1 Creating a Recipient
1.1.5.2 Changing and Displaying a Recipient
1.2 Basic Functions
1.2.1 ETM Planning
1.2.1.1 Requisition Note
1.2.1.1.1 Creating a Requisition Note
1.2.1.1.2 Changing, Displaying and Deleting a Requisition Note
1.2.1.2 Requirements Overview
1.2.1.2.1 Changing and Displaying the Requirements Overview
1.2.1.2.2 Graphical Planning Board
1.2.1.2.3 Editing and Displaying the Graphical Planning Board
1.2.1.2.4 Creating Shipping Documents from the Planning Board
1.2.1.2.5 Creating Requirements from the Planning Board
1.2.1.3 Deadline Logic
1.2.1.3.1 Deadline Logic (Indicator)
1.2.1.3.2 Release Notification Limit for Unrestricted Usage
1.2.1.3.3 Minimum Usage Period for Restricted Usage
1.2.1.3.4 Surcharge for Unrestricted Usage
1.2.2 Document Entry
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1.2.2.1 ETM Document Entry - Terminology
1.2.2.2 Integration with SAP Standard SD
1.2.2.3 Shipping Document
1.2.2.3.1 Creating a Shipping Document
1.2.2.3.2 Changing, Displaying and Canceling a Shipping Document
1.2.2.3.3 Creating a Shipping Document by Copying from a Template
1.2.2.3.4 Parking and Releasing a Shipping Document
1.2.2.3.5 Creating a Shipping Document from Confirmed Requirements
1.2.2.3.6 Listing Shipping Documents
1.2.2.3.7 BAPIs for Maintaining ETM Shipping Documents
1.2.2.3.8 Clearing a Usage Site
1.2.2.3.9 Shipping of Materials
1.2.2.3.10 Inventory Management
1.2.2.3.11 Intermediate Recipient
1.2.2.4 Performance-Based Equipment Documents
1.2.2.4.1 Entering a PBE Document
1.2.2.4.2 Displaying a PBE Document
1.2.3 Calendar Maintenance
1.2.3.1 Settlement Calendar
1.2.3.1.1 Creating a Settlement Calendar
1.2.3.1.2 Releasing Records from the Settlement Calendar
1.2.3.1.3 Entry List
1.2.3.2 Filler Calendar for PBE
1.2.3.2.1 Creating a Filler Calendar for Performance-Based Equipment
1.2.4 ETM Settlement
1.2.4.1 Stock Control
1.2.4.1.1 Performing a Stock Control
1.2.4.2 Location Setup
1.2.4.2.1 Executing a Location Setup
1.2.4.3 Completion of PBE Documents
1.2.4.3.1 Filling PBE Documents
1.2.4.3.1.1 Example 1 (With Shipping Document)
1.2.4.3.1.2 Example 2 (Without Shipping Document)
1.2.4.3.1.3 Example 3
1.2.4.3.1.4 Example 4 (Special Case)
1.2.4.3.1.5 Example 5
1.2.4.3.1.6 Example 6
1.2.4.3.1.7 Example 7 (Retirement)
1.2.4.3.1.8 Example 8 (Retirement Date Not Set in Recipient 100050)
1.2.4.3.1.9 Example 9 (Acquisition Date Not Set in Recipient 100004)
1.2.4.4 SD Order Generation
1.2.4.4.1 Settlement of Activity and Delivery
1.2.4.4.1.1 Settlement of Time-Based Equipment
1.2.4.4.1.2 Settlement of Performance-Based Equipment
1.2.4.4.1.3 Settlement of PBE as TBE
1.2.4.4.1.4 Settlement of a Settlement Package
1.2.4.4.1.5 Settlement for Multipart Equipment
1.2.4.4.1.6 Settlement of Materials
1.2.4.4.2 Settlement Across Different Company Codes
1.2.4.4.2.1 Example: Settlement Across Different Company Codes Using EDI
1.2.4.4.3 Recipient Data Check
1.2.4.4.3.1 Checking a Recipient
1.2.4.4.4 Generating SD Orders
1.2.4.4.5 ETM Test Settlement Run
1.2.4.4.6 Changing and Displaying SD Orders
1.2.4.4.7 Displaying the Settlement Run Log (to Release 4.6C1 Inclusive)
1.2.4.4.8 Displaying the Settlement Run Log (from Release 4.6C2 Inclusive)
1.2.4.4.9 Input Postprocessing
1.2.4.4.10 SD Order Check
1.2.4.4.10.1 Checking SD Orders
1.2.4.5 Settlement List
1.2.5 ETM Inventory
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1.2.5.1 Editing the Stock List
1.2.5.2 Determining Quantity
1.2.5.3 Initial Entry of Inventory Data
1.2.5.3.1 Entering Stock
1.2.5.3.2 Changing Stock
1.2.5.3.3 Displaying Stock
1.2.5.4 Checking Stock Data
1.2.5.5 Displaying Counted Stock Without Equipment Number
1.2.5.6 Displaying Counted Stock With Equipment Number
1.2.5.7 Generate Stock Differences
1.2.5.8 Values for Stock Differences
1.2.5.9 Reset Generated Stock Differences
1.2.5.10 Write Off Differences for Multipart Equipment
1.2.6 Archiving of ETM Data
1.2.7 Business Add-Ins (BAdIs) for ETM
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1 ETM - Equipment and Tools Management
Purpose
Equipment and Tools Management (ETM) deals with issues that secure an optimal process flow in enterprise areas of (construction) companies or equipment
rental companies, and so on, in aspects such as planning, processing, settlement and evaluation of resources (materials and equipment).
Integration
If you want to use ETM, you must have the application components Sales and Distribution (SD), Plant Maintenance (PM), Financial Accounting (FI) and
Controlling (CO). To make full use of the integrative nature of the SAP R/3 System, it is also advisable to use the application components Asset Accounting
(AA) and Project System (PS).
Features
Representation of various catalogs containing equipment, machinery, tools, accessories and attachments and so on
Catalog BOMs (bills of material)
Shipping and settlement packages
Relationships between owners and administrators of equipment
Shipping and performance-based equipment (PBE) documents
Settlement calendar
Filler calendar for PBE
Time-based or performance-based settlement
Inventory management
Equipment planning
Evaluations and reporting functions (settlement lists, statements of usage, stock lists for construction sites and so on)
Note
The following documentation uses almost always the term “Equipment and Tools Management” or the abbreviation “ETM”. However, note that the
previous term “Construction Equipment Management” (CEM), which was valid to Release 4.6C2, may still appear in this documentation.
Futhermore, as of SAP ECC DIMP 5.0, the character J, which was previously used in ETM tables and programs, has been replaced by the character
4. For more information, see SAP Note 731876.
1.1 Master Data
ETM Catalog
ETM Bill of Material
ETM Equipment
Owner/Administrator
Recipient
1.1.1 ETM Catalog
Definition
An ETM catalog is a structured, hierarchical list of different types of machinery (for example, equipment, machines and vehicles) and is based on the SAP
standard Classification System. Every ETM catalog is assigned to a Class within a Class Type . This means that all the numbers in the catalog are also
assigned to this class or class type. The characteristics used in characteristic value assignment are assigned to the class.
Use
Before you can reference to an ETM catalog, it must have been defined in Customizing for ETM. ETM catalogs can be specific to a company, region or
country and form the basis for pricing in settlement accounting. By assigning bills of material (BOMs) to equipment, you can link to the ETM catalog, and
therefore also to catalog valuation.
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There are the following hierarchy levels in the “Baugeräteliste 1991” or “BGL 91” (German equipment rental compilation or construction equipment
specifications list):
Structure
2
Main equipment group
Lifting appliances and transportation equipment
21
Equipment sub-group
Cranes and attachments
2176
Equipment category
Diesel-hydraulic driven two-engine rubber-mounted
cranes with steel-latticed boom
2176-0165
Equipment type
Diesel-hydraulic driven two-engine rubber-mounted
cranes with steel-latticed boom, maximum load
2176-0154- 01
Attachments
Booms for cranes etc.
2176-0154-C1
Extras
Non-interchangeable equipment items such as diesel
moment 165tm
or gasoline engines
Data Transfer
Every catalog has to be purchased from the appropriate publisher as a compact disc (CD) or as discs. ETM has a batch-input session.
Recommendation
We recommend that equipment be entered in separate lots according to main group. In this way, you can check and control the data transfer more easily.
You can use the Procedure for the Construction Equipment Catalog when you import data from the list of construction accessories, material and tools (for
example, the construction equipment list or “Bauaustattungsliste (BAL)” in Germany).
Note
ETM catalogs are client-dependent. This means that you can import a different catalog into each different client in the same system. If you want to use the
same catalog in more than one client, you have to define in which logical system the original catalog is stored. You can do this under Creating a Catalog .
Integration
Catalog entries can be entered in ETM BOMs . They then form the valuation basis for settlement accounting. New catalog entries can also be interpolated
directly in the catalog.
1.1.1.1 Creating a Catalog
Prerequisites
If the catalog records are valuated or should have values and you want to use dependencies and interpolate, the classes, class types, characteristics, and
dependencies to be used must be created in Customizing or in the Application Menu under
Logistics
Central Functions
Classification System
. For
more information, see the Implementation Guide for ETM under
Logistics - General Equipment and Tools Management (ETM) Master Data
Catalogs
Prerequisites for Catalogs
.
You must have a comprehensive knowledge of the classification system if you want to create catalogs that do not reference to existing classes and class
types.
Procedure
Create the catalogs in Customizing for ETM .
1.
2.
3.
4.
5.
6.
7.
8.
Choose
Equipment and Tools Management (ETM) Master Data Catalogs
Define Catalog Code.
Execute this Customizing activity. Read the system documentation.
Select the catalog that you want to copy.
Choose
Edit Copy as...
Enter the target catalog and make your changes.
Choose Enter , save your entries and choose Back .
In Customizing for Equipment and Tools Management (ETM), choose
ETM - Master Data Catalogs
Catalog Costing and execute the Define
Formula Parameters for Costing and Maintain Formula Definitions for Costing Customizing activities. Read the system documentation.
Save your entries.
Return to the application menu and add new entries to the catalog (see: Creating an Entry in a Catalog ).
Save your entries.
Result
You have created a new catalog.
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Example of a New Catalog
Catalog
BGLXY
Catalog description
Test catalog
Publisher of catalog
Test
Edition year
1991
Class type
600
Class
SAPJ_3GBGL91
Template
NNNN-NNNN-XX
Hierarchy levels
1
Technical size/statistics
4
2
3
4
5
Hierarchy level for catalog 2
group 1
Hierarchy level for catalog 3
group 2
Percent
20,00
Only catalog values
Lock against catalog
maintenance
Catalog use
S
Index series
Logical system
1.1.1.2 Importing the Construction Equipment Catalog (to 4.6C1
Inclusive)
Prerequisites
For each main equipment group, a standard text processing program should provide a text file with catalog texts and a text file with catalog values, for
example, KAT1.TXT - KAT9.TXT .
Procedure
1. Choose
Tools
ABAP Workbench Development ABAP Editor
from the R/3 initial screen.
The ABAP Editor: Initial Screen appears.
2. Enter program /SAPCEM/BI (equipment values) in the Program field.
3. Execute this program.
Enter the catalog and the file path where the data to be imported can be found, for example, c:\BGL\<KAT1.txt> on the Batch Input for Catalogs
screen. You can also enter a file type.
Note
If you want to update the descriptions that are already in the system or import texts in a further language, set the Only read texts indicator. The
catalog values remain unchanged when this indicator is set.
4. Choose Execute.
5. Repeat this procedure for program /SAPCEM/TEXT (equipment texts).
Result
After these programs have been imported, the Catalog Structure is available with all its values and texts.
1.1.1.3 Importing Catalogs (from Release 4.6C2 Inclusive)
Prerequisites
To directly input a catalog a catalog must be defined in the IMG activity Define catalog code .
Catalogs with value assignment characteristics must exist in the catalog class with the associated characteristics and the class or class type must be entered
in the above-mentioned Customizing activity.
The data can be provided by a suitable tool such as EXCEL (for example, in the case of your own catalogs) or by a data preparation program (report
/SAPCEM/INPUT_BGL91 for data from BGL91, report /SAPCEM/INPUT_BAL90 for data from BAL90).
A file must exist for data transfer and it must have the following attributes:
The data is saved in ASCII format and separated by the tabulator in a record (*.txt).
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The data is saved in ASCII format and separated by the tabulator in a record (*.txt).
There are three data types in a data record:
#1 Catalog data
#2 Text data
#3 Characteristic data
You must specify data type #1, the others are optional. Within the data type structures the optional data is highlighted
Data type #1: One entry exists per data record with the following structure
#1
Structure / catalog number
Interpolation indicator (empty = interpolation, ‘X’ = no interpolation)
Data type #2: Any number of entries with the following structure can exist per data record
#2
Language indicator (for example D for German, E for English)
Catalog text
BOM text , only for ETM BOM catalogs
In the case of the catalog text this is the descriptive text assigned to the number in the catalog in the catalog structure display
In the case of BOM text this is an abbreviated number-in-catalog description that is visible from within the BOM
For the actual catalog structure only the catalog text has to be defined It is not necessary to define a catalog structure for a catalog, however it helps for
clarity
When converting BGL91 the catalog text for catalog entries is either copied from the provided text file or, if not available, from the BOM text
In the case of your own ETM BOM catalog you should define catalog entries, catalog text, and BOM text. Entry of a text after the language indicator is
viewed as catalog text, subsequent text entry is BOM text.
Data type #3: Any number of entries with the following structure can exist per data record
#3
Characteristic name
Characteristic value
Procedure
1. Choose
Tools
ABAP Workbench Development ABAP Editor
from the R/3 initial screen.
The ABAP Editor: Initial Screen appears.
2. In the Program field enter /SAPCEM/INPUT_BAL90 , /SAPCEM/INPUT_BGL91 or /SAPCEM/CATALOGUE_INPUT .
3. Execute the program.
The Copy Data from Catalog Input screen appears.
4. Enter the catalog code and the file path on which the data for import is held. Choose an activity mode or copy type ( I = Insert, M = Modify ).
Note
If you set the Test run indicator, the system performs a data test and returns data errors or data information if successful. If you do not set this
indicator the data is updated.
5. Choose Execute.
Result
After importing the program(s) the catalog structure is available in the system.
1.1.1.4 Displaying the Catalog Structure (to Release 4.6C1
Inclusive)
Prerequisites
At least one ETM Catalog must exist.
Procedure
1.
2.
3.
4.
On the initial screen choose
Logistics
Equipment and Tools Management Master Data Catalogs
Catalog Structure (Old).
Enter a catalog code in the Catalog field.
Choose Execute to display the complete catalog structure.
You can display additional information for an entry by double-clicking on it. Choose Value assignment to display the characteristic assignment.
1.1.1.5 Displaying the Catalog Structure (from Release 4.6C2
Inclusive)
Prerequisites
At least one ETM Catalog must exist.
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Procedure
1. On the initial screen choose
Logistics
Equipment and Tools Management Master Data Catalogs
Catalog Structure (New).
The Catalog Structure Display with Values and Usage screen appears.
2. Enter the catalog code or choose one from the list.
3. Choose Enter .
4. The catalog appears on the left in a tree structure.
5. Navigate through the structure to the desired node. You can use the functions Expand all and Collapse all . Using the function Detail view you can
branch to the master data of the catalog record. In an equipment group if you want to branch to the next higher level in the hierarchy choose Previous
hierarchy level .
6. On the top right you can see the existing characteristic value.
7. On the bottom right you can see whether the equipment item is used in another BOM.
8. In this transaction you can change the catalog or number in the catalog.
1.1.1.6 Creating an Entry in a Catalog
Prerequisites
At least one ETM Catalog must exist. Before you can create an entry (number) in the catalog, you must know the following:
The ETM catalog in which you want to create the number
whether this number already exists in the catalog
Procedure
1. On the initial screen choose
Logistics
Equipment and Tools Management Master Data Catalogs
Number in Catalog Create
.
The Create Number in Catalog: Initial Screen appears.
2. Enter a catalog code in the Catalog field.
3. Enter the number you want to create in accordance with the template.
4. Choose Enter .
5. Enter a catalog text (the text that you want to appear when the catalog structure is displayed) or a BOM text (text that you want to appear when the
BOM is displayed).
Note
You have to set the No interpolation indicator if either more than one technical size is required to classify the equipment correctly or when you are
defining special equipment or equipment items. For more information, see Interpolation .
If you create a catalog structure and non-valuated equipment you can enter a catalog text but not a BOM text. The indicator No interpolation and
the function Valuation do not appear (depending on the Customizing settings under
Equipment and Tools Management (ETM) Master Data
Catalogs
Define Catalog Code Only ctlg value
and Ctlg maint. blk ).
6. Choose Value assignment .
You can now make the entries you require on the Create Catalog Entries: Characteristic Value Assignment screen.
Note
The values you enter here form the basis for pricing in ETM Settlement .
7. Choose Back and save your entry.
Catalog BGL2001 (Number in catalog, for example A.5.10.0410)
Characteristic description
Value
Working life (in years)
7 years
Average value when new
7.150,00 €
Overall commissioning time in months (lower value)
55 months
Depreciation and interest (lower value as a percentage)
2,2 %
Depreciation and interest (lower value as an amount)
157,00 €
Overall commissioning time in months (upper value)
50 months
Depreciation and interest (upper value as a percentage)
2,5 %
Depreciation and interest (upper value as an amount)
179,00 €
Repair (as a percentage)
1,4 %
Repair (as an amount)
100,00 €
Weight
1,200 kg
Depreciation and interest (average)
168,00 €
1.1.1.7 Changing and Displaying a Catalog Entry
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Procedure
Changing a Catalog Entry
1. On the initial screen choose
Logistics
Equipment and Tools Management Master Data
The Change Number in Catalog: Initial Screen appears.
2. Enter the catalog code and the catalog number that you want to change.
3. Choose Execute.
4. Make your changes.
5. Choose Value assignment .
A dialog box appears. Choose Yes if you want to change the existing catalog values.
Catalogs
Catalog Number
Change
.
Note
If you want to change a catalog structure or non-valuated equipment you can change the catalog text but not the BOM text. The indicator No
interpolation and the function Valuation do not appear (depending on the Customizing settings under
Equipment and Tools Management (ETM)
Master Data Catalogs
Define Catalog Code Only ctlg value
and Ctlg maint. blk ).
6. You can change the mode using Display <-> Change .
7. Choose Back to exit the change screen and save your entry.
Displaying a Catalog Entry
1.
2.
3.
4.
On the initial screen choose
Logistics
Equipment and Tools Management
The Display Number in Catalog: Initial Screen appears.
Enter the catalog code and the catalog number that you want to display.
Double-click on the entry that you want to display and choose Continue .
Master Data
Catalogs
Number in Catalog
Display
.
1.1.1.8 Creating a Material Assignment to the Catalog
Use
You use a material assignment if you want value assignment for materials to take place using ETM Catalogs .
Prerequisites
The ETM catalog must exist in Customizing for ETM.
The materials must have been created.
Procedure
1. On the initial screen choose
Logistics
Equipment and Tools Management Master Data Catalogs
Bill of Material Create
.
The Create Material Assignment: Initial Screen appears.
2. Enter a material.
Choose Overview if you want to display a list of materials with or without a catalog assignment. You can branch to the material master record by
double-clicking on the appropriate material.
3. Enter the material number and the appropriate catalog.
You can only enter materials with a material type that has been defined as allowed and entered in Customizing for ETM.
4. Choose Enter .
5. Enter the number in the catalog that you would like to assign the material to.
6. Save your entry.
A message confirming that the assignment has been created successfully appears at the bottom of the screen.
1.1.1.9 Changing, Displaying and Deleting a Material Assignment
Procedure
Changing a Material Assignment
1. On the initial screen choose
Logistics
Equipment and Tools Management Master Data
The Change Material Assignment: Initial Screen appears.
2. Enter the material that you want to change the assignment for and choose Enter.
3. Save your entries.
Catalogs
Material Assignment
Change
.
Catalogs
Material Assignment
Display
.
Displaying a Material Assignment
1. On the initial screen choose
Logistics
Equipment and Tools Management
The Display Material Assignment: Initial Screen appears.
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Master Data
Page 10 of 81
2. Enter a material and choose Enter .
Deleting a Material Assignment
1. On the initial screen choose
Logistics
Equipment and Tools Management Master Data Catalogs
The Delete Material Assignment: Initial Screen appears.
2. Enter the material that you want to delete the assignment for.
3. Choose Enter .
4. Choose Delete and then Yes in the confirmation prompt.
A message confirming that the assignment has been deleted appears at the bottom of the screen.
Material Assignment
Delete
.
1.1.2 ETM Bill of Material (BOM)
Definition
An ETM bill of material (BOM) is a list of parts (for example, machines, equipment, interchangeable items and attachments) that, together with a description
and quantity, forms the ETM Equipment . The parts are referred to as items. Each item has a value. The cumulated values of the items form the equipment
valuation (value assignment for the equipment).
Use
Any amount of ETM BOMs can be assigned to a piece of ETM equipment. However, there can only ever be one active ETM BOM per ETM Catalog . The
value assignment for the active BOM is the total of all the individual BOM items and forms the basis for ETM Settlement . ETM BOMs are time-dependent. In
other words, you can trace which BOM was active with which value when the settlement run took place.
Structure
1.1.2.1 Creating a BOM
Prerequisites
You must know the following before you can create an ETM BOM:
for which equipment master record you want to create the BOM and whether this equipment master record already exists.
for which ETM Catalog you want to create the BOM.
as of when you want the ETM BOM to be valid.
Procedure
1.
2.
3.
4.
5.
6.
On the initial screen choose
Logistics
Equipment and Tools Management Master Data Catalogs
Bill of Material Create
.
The Create ETM BOM: Initial Screen appears.
Enter an equipment number and the appropriate catalog and choose the number in the catalog from the catalog structure.
You can display the catalog entry by double clicking on it.
Select the entry and choose Choose entry to copy the catalog entry to the entry screen.
Enter the date as of which you want the BOM to be valid in the Valid from field. The date cannot be before the date in the EquiSgmnts from field.
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Note
The catalog number that you have chosen is automatically copied as the first item in the BOM.
7. Enter all the additional items that you want the equipment to consist of.
8. If a catalog number does not exist, a dialog box will appear and you will have to decide whether you would like to add this number to the catalog or
whether you want to interpolate . How the system reacts depends on the Customizing settings for the indicators Only ctlg value and Ctlg maint. blk in
ETM Master Data Catalogs
Define Catalog Code
.
Choose No ( Interpolation ) if you want this number to be interpolated for this BOM only. If interpolation is not possible you must perform manual
classification.
Choose Yes if you want to add this number to the catalog. You branch to transaction J3GK01 (Create Number in Catalog).
9. Enter a structure text and a BOM text and select No interpolation if the equipment has more than one technical size or when you are dealing with a
special piece of equipment.
10. Choose Value assignment to branch to a view for entering characteristic value assignments.
11. Enter the appropriate values.
12. Choose Back and save your entries.
13. Choose Execute.
The system writes a default value into the fields for the quantity and the description/short text. If necessary, you can change these values.
14. Choose Save and activate .
If an active ETM BOM already exists, a dialog box appears. If you wish, you can then deactivate the active BOM. If you save (without activating), this
dialog box does not appear.
Caution
You cannot activate BOMs with items or a Valid from date in the future.
1.1.2.2 Changing and Displaying a BOM
Prerequisites
You can only change BOM items for which the Valid to date lies in the future.
You can change quantities and short descriptions, and you can add and delete items.
You can change the value assignment of existing items.
Procedure
Changing a BOM
1. On the initial screen choose
Logistics
Equipment and Tools Management Master Data Catalogs
Bill of Material Change
.
2. The Change ETM BOM: Initial Screen appears.
3. Enter at least the Equipment number and the appropriate ETM catalog , and choose Overview .
A screen displaying an overview of all ETM BOMs that exist for this equipment appears.
4. Choose Execute.
5. You can choose an entry by double-clicking on it.
6. Choose Execute.
7. If you want to add an item, place the cursor in the next available item line. If you want to delete an item, select it and choose Delete .
In an ETM BOM an item can already be completed (depending on the settings completed items have a different color). This means that you can display
this item but you can no longer make any changes to it.
8. Choose either Save or Save and Activate .
Displaying a BOM
1. On the initial screen choose
Logistics
Equipment and Tools Management Master Data Catalogs
Bill of Material Display
.
2. The Display ETM BOM: Initial Screen appears.
3. Enter the Equipment number and the appropriate ETM catalog , and choose Active BOM to display the ETM BOM that is currently active.
If you just enter an equipment number (and do not enter a catalog), and choose Active BOM , a dialog box appears, if more than one ETM catalog
exists. Choose the appropriate ETM catalog by double-clicking on it.
4. If you want to display the value assignment for a specific item, select this item and choose Value assignment for item.
5. If you want to display the value assignment for the active equipment BOM, choose Value assignment – active BOM for equipment .
6. If you want to display the value assignment for the ETM BOM item that is currently displayed, choose Value assignment - BOM for equi. currently
displayed .
Caution
The values assigned to the active BOM for the equipment may be the same as the values assigned to the equipment BOM that is currently
displayed . This is the case when the BOM that is currently being displayed is the active BOM.
Caution
If you choose a BOM using the Overview function, you can enter a date in the Items from field to display the items that are contained in the BOM
on this key date.
On the initial screen if you choose Active BOM you branch to the BOM display ( Displaying a BOM ). The selection fields Equipment , Catalog ,
Number in catalog , Number , Key date cannot be input.
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1.1.2.3 Displaying the BOM (from Release 4.6C2 Inclusive)
Procedure
If you want to display a BOM proceed as follows:
1. On the initial screen choose
Logistics
Equipment and Tools Management (ETM) Master Data Catalogs
Bill of Material Display
or enter
transaction /N/SAPCEM/SHOW_BOM.
The Bill of Material Display screen appears.
2. On the initial screen enter an equipment number, ETM catalog and the number in the catalog and choose Enter .
3. At the top you see the actual BOM data and the associated item, bottom left you see the total evaluation of the BOM and bottom right the evaluation of
the selected item.
4. You have a variety of standard display and sort functions and you can change the BOM within the transaction.
Note
You branch to this transaction if you choose the ETM BOM function in the equipment master record.
1.1.2.4 Interpolation
Use
Interpolation offers you the possibility of referencing to an equipment number in an ETM BOM or in an ETM Catalog when this number does not actually exist,
as such, in the ETM catalog. The interpolated catalog values are derived from the catalog items situated above and below the equipment number you wish to
interpolate and are used to calculate values for the new items.
You have two options as far as interpolation is concerned. One the one hand, you can interpolate when you enter the ETM BOM. This interpolation is then only
valid for this one BOM. On the other hand, you can interpolate an entry directly in the ETM catalog. This makes a permanent change to the ETM catalog. You
can also use interpolation to change existing catalog values.
You can only interpolate if the ETM catalog item that is to be interpolated lies between two existing adjacent equipment sizes (technical statistics). The
average value when new, monthly repair costs and monthly depreciation and interest rate can then be determined with sufficient exactness.
Prerequisites
The number logic for the numbers in the catalog has to be subject to encoding.
Example of Interpolation
Existing catalog number A.1.02.0760
Catalog number
Characteristic
A.1.02.0760
Average value when new € 108.500,00
Monthly depreciation and interest, lower value €2,170.00
Monthly repair costs € 1,410.00
Interpolated catalog number A.1.02.0800
Catalog number
Characteristic
A.1.02.0800
Average value when new € 116,200
Monthly depreciation and interest, lower value €2,320.00
Monthly repair costs € 1,510.00
Existing catalog number A.1.02.0910
Catalog number
Characteristic
A.1.02.0910
Average value when new € 136,500.00
Monthly depreciation and interest, lower value €2,730.00
Monthly repair costs € 1,770.00
Example With Two Interpolations
Existing catalog numbers
Catalog number
Characteristic
A.1.02.0760
Average value when new € 108.500,00
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A.1.02.0910
Average value when new € 136,500.00
Interpolation 1 for catalog number A.1.02.0800
(Calculation formula: Difference of € 28,000.00 x 40/ 150 + € 108,500.00 = Average value when new of €116,000.00)
Catalog number
Characteristic
A.1.02.0760
Average value when new € 108.500,00
A.1.02.0800
Average value when new € 116,000.00
A.1.02.0910
Average value when new € 136,500.00
Interpolation 2 for catalog number A.1.02.0850
(Calculation formula: Difference of € 20,500.00 x 50/ 110 + € 116,000.00 = Average value when new of €150,000.00)
Catalog number
Characteristic
A.1.02.0800
Average value when new € 116,000.00
A.1.02.0850
Average value when new € 125,320.00
A.1.02.0910
Average value when new € 136,500.00
Note
Interpolation takes place if an equipment lies between two technical sizes. Extrapolation must take place if the technical size of an equipment is max. 20%
below the smallest or above the largest technical size. If the variances are larger, you have to manually enter the value.
1.1.3 ETM Equipment
Definition
ETM equipment encompasses objects such as vehicles, equipment, machinery, scaffolding, shuttering and tools that have to be sent and managed. These
objects can belong to all branches of industry.
Example
Engineering, construction, aircraft and road traffic objects and so on.
Use
Equipment can be classified as Performance-Based Equipment or Time-Based Equipment .
Recommendation
Generally speaking, pieces of equipment that are expensive and managed in asset accounting are defined and managed as equipment items. Bulk
products and less expensive equipment are defined and managed as multipart equipment. Once defined, you should not try to alter the above-mentioned
definitions for equipment since any changes that you make may have a negative effect on ETM Settlement (multipart equipment → equipment item).
Create an equipment master record if:
you want to add equipment to stock for the first time.
you want to manage ETM-specific data for the equipment.
You can perform the following activities for equipment:
send it directly from a warehouse/storage location to a usage site (construction site). This is referred to as an acquisition .
send it from usage site to usage site.
change the activity type of the equipment (equipment remains on the same usage site).
withdraw the equipment from usage ( retirement ). You may want to do this, for example, if the equipment is sold, if the rental agreement has expired or
if the equipment is scrapped.
The commissioning time of equipment at one usage site is documented using Shipping and Performance-Based Equipment Documents .
Structure
The equipment master record contains several types of data:
General data
Fixed, time-independent data that tends not to change with time, for example, equipment category or equipment type.
ETM-Specific Data
Time-dependent data that can change throughout the period of time that the equipment is in use, for example, owner or administrator, the PM order (that
acts as cost collector or account assignment object for the equipment).
If you want the historical data to be updated, you have to make the appropriate Customizing settings in the SAP Implementation Guide under
Plant
Maintenance and Customer Service Master Data in Plant Maintenance and Customer Service Technical Objects
Equipment Equipment Usage
Period Usage History Update
and Define History-Related Fields or under
Plant Maintenance Equipment and Technical Objects
Technical
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Objects
Equipment Equipment Usage Period
Assignment of ETM BOMs .
Assignment of Insurance Data .
Assignment of Packages .
Assignment to Planning using classification.
Storage of master operators (partner roles).
Usage history update and Define history-relevant fields
.
Integration
If you want to be able to create equipment, the Owner/Administrator and the Owner/Administrator Relationship must have been defined in Customizing. If the
owner and the administrator are the same, you do not need to define a relationship.
You can use workflows to minimize the amount of time and effort you have to spend on maintaining equipment master data. For more information, see the
documentation in Customizing for ETM under
Master Data Workflow Integration FI-AA ETM
.
For further information on equipment in the standard R/3 System, see Equipment .
1.1.3.1 Creating Equipment
Prerequisites
Before you can create equipment, you must know the following:
whether you are dealing with an equipment item or multipart equipment.
whether you are dealing with Performance-Based or Time-Based Equipment .
for which document categories the equipment is allowed.
whether the equipment has been bought or whether it is being rented.
whether the equipment is to be managed centrally or decentrally ( Planning ).
whether loading and unloading costs or provision fees are to be charged for the equipment.
Procedure
1. On the initial screen choose
Logistics
Equipment and Tools Management Master Data Equipment Create.
2. The Create Equipment: Initial Screen appears.
3. If external number assignment has been set in Customizing, enter an equipment number here. If internal number assignment has been set in
Customizing, a dummy is used as default in the views that follow. An internal number then replaces this dummy when you save the master record.
4. Enter the date on which you are creating the equipment in the Valid on field. If you want to enter shipping documents and performance-based
equipment (PBE) documents for the equipment in retrospect, you must back-date the equipment number accordingly, otherwise you will not be able to
enter any documents (see: Document Entry ).
Note
You can enter a user-specific validity date on the tabstrip Parameters under
Tools
Administration User Maintenance Users
. Enter the
parameter ID from the F1 help of the appropriate data field in the Para column and the value that you want to appear as default in the form
YYYYMMDD in the Valu column.
5. Enter an equipment category. The equipment category controls which views and entry screens appear in the equipment master record. In Customizing
for Equipment and Tools Management (ETM) , check which equipment type is ETM-specific.
6. If you want to use another equipment as a template to copy from when you create the new equipment, enter the equipment number of the equipment you
want to copy from in the Equipment field in the area of the screen entitled Reference .
7. Choose Enter .
A dialog box appears from which you can choose which data you want to be copied from the template equipment to the new equipment. Choose Enter .
The Create Equipment: General Data screen appears.
8. Make the necessary entries on this screen.
Caution
You do not have to enter an equipment type or object type but we recommend that you do so since the equipment type has a central control
function and exerts an influence on pricing.
9. Choose the ETM data view . You must enter an Owner and/or Administrator .
Recommendation
Open a second session and create a PM order with the order type for owner (PM order) or administrator (PM order) in the Plant Maintenance
application component ( Creating a PM Order ). Enter this owner order/administrator order as the account assignment object (cost collector) in the
PM order owner or PM order admin. field on the ETM data tab page in the equipment master record.
The Leasing type field is filled in accordance with the settings for the Owner/Administrator Relationship in Customizing. However, you can change
it, if necessary.
You can link to workflows (SAP Business Workflow) to minimize the amount of time you have to spend on maintenance tasks when you create master
records. For more information, see Customizing for Equipment und Tools Management (ETM) under
Master Data Workflow Integration FI-AA
ETM.
10. Enter the control parameters as required.
11. On the screen area Planning data in the field Planning Group you can define the assignment planning group <-> equipment from the equipment master
record.
12. On the screen area Settlement Type only the indicators With ShipDoc. and With PBE Doc. have an effect in the new settlement logic.
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Note
If you set the indicator With ShipDoc. you can determine that equipment is only settled by commissioning or on the basis of shipping documents. If
you set the indicator With PBE Doc. you can determine that equipment is only settled by activity or on the basis of performance-based equipment
(PBE) documents. If you set both indicators you can settle equipment on the basis of its shipping documents and PBE documents. If you do not set
either of the indicators the equipment is not settled.
13. Using the menu path
Extras
ETM,
you can go to a list of shipping documents and PBE documents and a list of the total equipment costs.
14. If you double-click (or press F2) in the field Current loctn you can go to the corresponding shipping document.
15. Create an actual or calculated measuring point for the equipment by choosing
Extras
Measuring points/counters
. This measuring point is used
in accordance with the settings in Customizing when you create performance-based equipment documents (see: Creating Performance-Based
Equipment Documents ). Please ensure that the C (copy measurement reading) and Counter indicators are flagged.
You can find further information under Entry of Measurement Readings and Meter Readings .
16. Choose Back .
17. Choose Partners if you want to enter the partner function and personnel number of the operator who is responsible for the equipment. A default value is
entered for this partner in accordance with settings in the Requisition Note (planning) but you can change this value if you wish.
18. Save the master record.
A message confirming that the equipment/equipment number has been created appears at the bottom of the screen.
1.1.3.2 Changing and Displaying Equipment
Procedure
On the initial screen choose Logistics → Equipment and Tools Management → Master Data → Equipment → Change .
The Change Equipment: Initial Screen appears.
Enter the Equipment number and choose Enter .
The Change Equipment: General Data screen appears.
Make all the necessary changes. If you want to make further changes, choose the appropriate tab page.
Choose Edit → Change category... if you want to change the equipment category. You can also change the maintenance plant by choosing Edit Change
maintenance plant and the views that are displayed by choosing Edit View selection...
A message informing you of differences in the two types may appear. Be aware of the effects that these changes have on other functions!
If you want to change the Valid-from date for equipment in retrospect, start report/SAPCEM/CHANGE_EQUI_DATEby choosing System → Services →
Reporting
Be aware of the effects that these changes have on other functions!
You can display any Packages that have been created for the equipment under Extras → ETM → Package . Likewise, you can choose Extras ETM
Used in package to display the packages in which this equipment has been included.
Save your changes.
A message confirming that the equipment/equipment number has been changed appears at the bottom of the screen.
Displaying Equipment
On the initial screen choose Logistics → Equipment and Tools Management → Master Data → Equipment → Display .
The Display Equipment: Initial Screen appears.
Enter an equipment number and choose Enter .
The Display Equipment: General Data screen appears.
You can display further information for the equipment using the menu bar and the function keys.
If necessary, you can branch to the change mode from the display mode. To do this, on the Display Equipment: Initial Screen screen choose Equipment
→ Display → Change
The Current loctn field displays the current usage site for equipment items. This field remains empty for multipart equipment since there may be several
usage sites.
You can display all the usage sites in list form by choosing Logistics → Equipment and Tool Management → Transaction Data → Environment and
then Current Stock → Equipment Stock or Historical Stock Equipment Stock
The Stock List “Current Stock” displays which equipment and materials, for example, in which quantity and with which unit of measure and activity type are
on which usage site. It does not, however, tell you since when the equipment has been on the usage site or with which shipping document the equipment was
sent. You can display information of this nature using the Stock List “Historical Stock” .
1.1.3.3 Flagging Equipment for Deletion
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1.1.3.3 Flagging Equipment for Deletion
Prerequisites
You should be aware of all the effects and repercussions of deleting equipment before you flag equipment for deletion. For further information, please see:
Deletion Flag for Master Records .
Procedure
Setting the Deletion Flag
1. Access the equipment master record in change mode.
2. Choose
Equipment
Functions
Deletion flag
Set
.
The system sets the Deletion flag status for this equipment master record.
3. Save the master record.
Canceling the Deletion Flag
1. Access the equipment master record in change mode.
2. Choose
Equipment
Functions
Deletion flag
Reset
.
The system cancels the Deletion flag status for this equipment master record.
3. Save the master record.
You can find further information about archiving equipment data in the documentation for the cross-application component (CA-ARC) under Data Archiving .
1.1.3.4 Equipment Activation and Deactivation
Use
You use this function if equipment has been sold or scrapped, but you nevertheless wish to retain the master data in the system (for example, for statistical
reasons).
Features
You can activate or deactivate equipment at any time you like.
Generally speaking, if you inactivate a master record you can still maintain the master data but you can no longer enter any new transaction data for the
equipment.
Example
You can no longer enter any new shipping documents or performance-based equipment documents.
However, you can still create an ETM BOM for this equipment and activate it. SD orders can still be created for the Shipping and Performance-Based
Equipment Documents and then also be included in the settlement run.
1.1.3.4.1 Activating and Deactivating Equipment
Prerequisites
Before you deactivate equipment, you should be aware of the effects and repercussions of your actions.
Procedure
Deactivating Equipment
Perform the following three steps if you wish to deactivate equipment:
1. Access the equipment master record in change mode.
2. Choose
Equipment Functions
Active <-> Inactive
The system sets the Object inactive status.
3. Save the master record.
Deactivate
.
Activating Equipment
Perform the following three steps if you wish to activate equipment:
1. Access the equipment master record in change mode.
2. Choose
Equipment Functions
Active <-> Inactive
Activate
.
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The system cancels the Object inactive status.
3. Save the master record.
1.1.3.5 Assigning Equipment to an Asset
Prerequisites
The asset must have been created in a company code under
reference to it in the equipment master record.
Accounting
Financial Accounting
Fixed Assets
Asset
Create
before you can
Procedure
1. Access the equipment master record in change mode.
Logistics
Equipment and Tools Management Master Data Equipment Change
.
2. Enter the equipment number and choose Location data .
3. On the Location tab page under Account assignment , enter the appropriate asset number (main or sub-number) and the company code.
You can link to workflows (SAP Business Workflow) to minimize the amount of time you have to spend on maintenance tasks when you create master
records. For more information, see Customizing for Equipment und Tools Management (ETM) under
Master Data Workflow Integration FI-AA
ETM.
4. Save your changes.
A message confirming that the equipment/equipment number has been changed appears at the bottom of the screen.
1.1.3.6 Insurance Data
Use
You can store any amount of insurance data for equipment, for example, vehicle tax, vehicle insurance, insurance against fire, and so on.
Integration
You can maintain a link to standard FI (financial accounting) using recurring entry documents.
Prerequisites
The equipment must exist as a master record.
1.1.3.6.1 Creating, Changing and Displaying Insurance Data
Prerequisites
The equipment must exist in a master record.
Procedure
Creating Insurance Data
1. On the initial screen choose
Logistics
Equipment and Tools Management Master Data Equipment Package Create
.
The Create Tax/Insurance Data: Initial Screen appears.
2. On the initial screen enter an equipment number, insurance type, and registration date and choose Enter .
3. Enter the required data on the detail screen.
4. Choose Recurring document . You can then enter the appropriate recurring document for the transaction here. If you wish to display recurring
documents in the financial accounting module (FI), choose
Logistics
Financial Accounting General Ledger Document Reference
documents
Recurring document Display
.
5. Save the master record.
A message appears at the bottom of the screen confirming that the data for equipment/equipment number has been saved.
Changing Insurance Data
1. On the initial screen choose
Logistics
Equipment and Tools Management Master Data
The Change Tax/Insurance Data: Initial Screen appears.
2. Enter an equipment number, insurance type, and registration date and choose Enter .
3. Make your changes.
4. Save your entry.
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Equipment
Insurance Data
Change
.
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Displaying Insurance Data
1. On the initial screen choose
Logistics
Equipment and Tools Management Master Data Equipment Insurance Data Display
.
The Display Tax/Insurance Data: Initial Screen appears.
2. Enter an equipment number and insurance type on the Display Tax/Insurance Data: Initial Screen and find the appropriate registration date using F4
help (matchcode).
1.1.3.7 Package
Definition
A Shipping Package is a list of Equipment and/or materials.
A Settlement Package is a list of equipment that is always sent and settled in its entirety. Amongst other things, it serves to allocate costs to different
equipment (objects).
Structure
Structure of a Shipping Package
Equipment = shipping package ( header can be either “physical”/”real” equipment or “fictitious” equipment). Shipping package items can only be physical
equipment and materials.
Structure of a Settlement Package
Equipment = settlement package ( header can only be “physical”/”real” equipment).
Settlement package items can only be physical equipment. They are not relevant in the shipping document. However, they are relevant in ETM Settlement .
Note
A box (equipment number 1000152) is sent to a usage site with a shipping document. The box contains, for example, 10 lengths of cable, 100 screws and
so on (a pre-determined number of each object). Inventory management uses the settlement package header (1000152).
Prerequisites
All the equipment and materials that you want to use must have been created as master records.
You must have set the equipment item/multipart equipment indicator.
A shipping package can be a settlement package and vice versa.
A shipping package item cannot be a settlement package.
A settlement package item cannot be a shipping package.
You cannot enter any other shipping package as an item in the shipping package items.
You cannot enter any other settlement package as an item in the settlement package items.
Equipment that you want to enter on item level in a shipping or settlement package must be physical equipment.
Integration
Packages are assigned to equipment. Equipment can either be in the form of a shipping package or a settlement package. The assignment of the ETM BOM
to the appropriate equipment is not affected. In other words, if you want to settle costs using an equipment catalog, a BOM has to have been assigned to each
piece of equipment to be included in settlement.
1.1.3.7.1 Shipping Package
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1.1.3.7.1 Shipping Package
Use
A shipping package is an aid to entering documents (please see: Document Entry ).
Example
A minibus is driven to a usage site with a box containing several small equipment items (a shovel, two buckets, five floor cloths etc.). The box and its
contents are entered in the system and sent together as one shipping package.
Integration
You can integrate a Settlement Package into a shipping package. However, you cannot integrate a shipping package into another shipping package. Both
physical equipment and materials are allowed.
Prerequisites
If you are dealing with materials, the material type must have been defined as allowed in Customizing.
Equipment must have been defined as allowed for shipping documents. You make this setting in the field for allowed document categories in the
equipment master record.
The shipping package number can represent physical equipment or fictitious equipment.
Shipping package items can only be physical equipment.
You cannot enter the shipping package number (equipment) itself as an item (in contrast to the settlement package).
Note
If the Copy shipping document indicator is set accordingly, you may be required to choose the equipment to be included in the shipping document
from a list when you try to enter equipment in the shipping document. If you so wish, you can also set the Copy ship. doc. indicator so that this
selection list does not appear.
Features
When you enter shipping documents, the shipping package is split up into its individual items and the quantity of each item in the shipping package is
multiplied by the number of shipping documents. In this way, inventory management is also performed. If the shipping package number represents
physical/real equipment, the shipping package number is copied to the shipping document. If the shipping package number represents fictitious equipment, the
shipping package number is not copied to the shipping document.
Example 1
Equipment number 10000760 , description Hydraulic Excavator , Fictitious indicator is not set, equipment item
Shipping package 10000760 contains:
Item
Equipment
Equipment description
Qty
UM
00010
10001491
Shovel with a capacity of 0.20
1
Itm
m³
00020
10001480
Purpose-made bucket
2
Itm
00030
10001101
Ditching grab
1
Itm
Entry in shipping document:
Item
Equipment
Qty
UM
AT
Equipment
Number in catalog
description
00010
10001491
1
Itm
E
Shovel with a capacity 3153-1025
of 0.20 m³
00020
10001480
2
Itm
E
Purpose-made bucket 3153-3025
00030
10001101
1
Itm
E
Ditching grab
3153-8025
00040
10000760
1
Itm
E
Hydraulic excavator
3151-0025
Example 2
Equipment number 10000759 , description Hydraulic Excavator , Fictitious indicator is set, equipment item
Shipping package 10000759 contains:
Item
Equipment
Equipment description
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Qty
UM
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00010
10001491
Shovel with a capacity of 0.20
1
Itm
m³
00020
10001480
Purpose-made bucket
2
Itm
00030
10001101
Ditching grab
1
Itm
Entry in shipping document:
Item
Equipment
Qty
UM
AT
Equipment
Number in catalog
description
00010
10001491
1
Itm
E
Shovel with a capacity 3153-1025
00020
10001480
2
Itm
E
Purpose-made bucket 3153-3025
00030
10001101
1
Itm
E
Ditching grab
of 0.20 m³
3153-8025
1.1.3.7.1.1 Creating a Shipping Package
Prerequisites
Before you can create a shipping package, you must know the following:
for which equipment master record you want to create the shipping package
whether the equipment master record already exists and the view ETM-Data has been maintained
whether a settlement package has already been created for the equipment
Procedure
1. On the initial screen choose
Logistics
Equipment and Tools Management
The Create Package screen appears.
2. Enter the equipment number in the Package field.
3. Choose the appropriate entry for the Package type field and choose Enter .
Master Data
Equipment
Package
Create
.
Note
You can use a reference package as an entry aid; the reference package must also be of type Shipping package .
4. Select the appropriate entry for the Copy ship. doc. indicator to determine how and which items are copied to the shipping document.
5. Enter the equipment or material on the appropriate tab page. You can use F4 as search help. The equipment must have ETM-relevant data and cannot
be fictitious equipment.
6. Choose Execute.
The system enters values automatically for the item, quantity and unit of measure. If necessary, you can change these values. The unit of measure
form the equipment master record is used for equipment. The base unit of measure from the material basic data is used for materials.
7. After you have entered everything, you can check your entries by choosing the Overview tab page. All the equipment or material (resources) that you
have entered are displayed in the Reso column. The indicators in the Resc column tell you whether the corresponding number in the Reso column
refers to equipment or material.
8. Save the master record.
A message confirming that the package for equipment/equipment number has been created appears at the bottom of the screen.
Equipment number 10001490 . This is a hydraulic excavator, an equipment item and the Fictitious indicator has not been set in the ETM data section of the
equipment master record.
Shipping package 10001490 contains:
Item
Equipment
Equipment description
Qty
UM
00010
10001491
Shovel with a capacity of 0.20
m³
1
Itm
00020
10001480
Purpose-made bucket
2
Itm
00030
10001101
Ditching grab
1
Itm
1.1.3.7.1.2 Changing, Displaying and Deleting a Shipping
Package
Procedure
Changing a Shipping Package
1. On the initial screen choose
Logistics
The Change Package screen appears.
Equipment and Tools Management
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Master Data
Equipment
Package
Change
.
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2.
3.
4.
5.
Enter the package number and choose Enter .
You can add new items with quantity and unit of measure.
If you want to delete an item, select it and choose Delete item .
Select an item. You can use the Where-used list function or the menu path Extras → Where-used list to find out which packages the equipment is
in.
6. Save the master record.
A message appears at the bottom of the screen confirming that the package for equipment/equipment number has been changed.
Displaying a Shipping Package
1. Enter the package number in the Package field.
2. Choose Execute.
3. You can branch to the appropriate master record by double-clicking on the equipment or material.
Note
You can find out in which packages the equipment is still contained by choosing Logistics à Construction Equipment Management →
Master
Data Equipment
Package
Lists
Manage Equipment in Packages and Manage Material in Packages from the SAP Easy Access
screen.
Deleting a Shipping Package
1. Choose the package number in change mode.
2. Choose
Package Delete
.
3. Confirm the prompt asking you if you really want to delete the package for equipment/equipment number.
A message confirming that the package for equipment/equipment number has been deleted appears at the bottom of the screen.
1.1.3.7.2 Settlement Package
Use
Cost assignment for multipart equipment. In other words, controls whether the costs for equipment are assigned to different administrators (PM order
administrators) as a percentage or proportionally (using equivalence numbers).
Separates inventory management from settlement.
Manages stock under one equipment number (settlement package number). The package is separated into its individual items during Settlement .
Fixed prices can be used.
Can be used when stock changes are made
Integration
You cannot integrate a shipping package into a settlement package. Nor can you integrate a settlement package into a settlement package. You can only use
“physical”/”real” equipment (as opposed to “fictitious” equipment). Materials are not allowed.
Prerequisites
The settlement package number must represent physical equipment.
The equipment must have been defined as allowed for shipping documents or performance-based equipment documents. You make this setting in the
field for allowed document categories in the equipment master record.
Inventory management only takes place on package number level and not on item level.
You can also enter the settlement package number (equipment number) as an item.
Example
Equipment number 10000754 . This is a settlement package consisting of a finisher, shovel X and shovel Y. It is an equipment item and the
Fictitious indicator has not been set.
Settlement package contains:
Item
Equipment
Equipment
Qty
UM
Percent
Equivalence number
description
00010
10000756
Shovel X
10
Itm
2
00020
10000757
Shovel Y
10
Itm
2
00030
10000754
Finisher
1
Itm
5
The quantity per item only serves as information and is not relevant to settlement or inventory management.
1.1.3.7.2.1 Creating a Settlement Package
Prerequisites
Before you can create a settlement package, you must know the following:
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for which equipment master record you want to create the settlement package
whether the equipment master record already exists and the view ETM-Data has been maintained
whether a shipping package has already been created for the equipment
The equipment cannot be fictitious (indicator in the equipment master record under the ETM data)
Procedure
1.
2.
3.
4.
5.
6.
On the initial screen choose
Logistics
Equipment and Tools Management Master Data Equipment
The Create Package screen appears.
Enter the equipment number in the Package field.
Choose the appropriate entry for settlement packages in the Package type field.
Choose Enter .
Enter the text that you want to be used in evaluations and reporting functions in the Description field.
Package
Create
.
Caution
The descriptive text for the equipment is used when you enter documents.
7. Enter your desired equipment as the first item and a percentage rate or an equivalence number. By entering a percentage or equivalence number in the
first item line, you control further entries. The sum of all the percentages must always equal 100.
8. Choose Execute.
The system enters values automatically for the item, quantity and unit of measure. If necessary, you can change these values. The quantity per item is
only informative and has no effect. The unit of measure is taken from the equipment master record.
9. Save the master record.
A message confirming that the package for equipment/equipment number has been created appears at the bottom of the screen.
For further information, please see Settlement of a Settlement Package .
1.1.3.7.2.2 Changing, Displaying and Deleting a Settlement
Package
Procedure
Changing a Settlement Package
1. On the initial screen choose
Logistics
Equipment and Tools Management Master Data Equipment Package Change
.
2. The Change Package screen appears.
Enter the package number in the Package field.
3. Select an item. You can use the Where-used list function or the menu path
Extras
Where-used list
to find out which packages the equipment is
contained in.
4. You can add new items with quantity and unit of measure.
5. If you want to delete an item, select it and choose Delete item .
6. Save the master record.
A message appears at the bottom of the screen confirming that the package for equipment/equipment number has been changed.
Displaying a Settlement Package
1. Enter the package number in the Package field.
2. Choose Execute.
3. You can branch to the appropriate master record by double-clicking on the equipment or material.
Note
You can find out which in packages equipment or material is still contained by choosing
Logistics
Construction Equipment Management
Master Data Equipment Package Lists
Manage Equipment in Packages
or Manage Material in Packages from the R/3 initial screen.
Deleting a Settlement Package
1. Choose the package number in change mode.
2. Choose
Package Delete
3. Confirm the prompt asking you if you really want to delete the package for equipment/equipment number.
A message confirming that the package for equipment/equipment number has been deleted appears at the bottom of the screen.
1.1.3.8 Price Information
Use
Using the appropriate Catalog (BOMs) as a basis for calculation, this function displays the monthly, hourly and daily prices for equipment with a specific
activity type (for example, in operation, shutdown), taking all the conditions on the key date into account.
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Integration
You can call customer-specific price information or customer-independent price information:
For customer-specific price information, the customer’s conditions and the catalog price is used to determine the price.
For customer-independent price information, the system uses data from the equipment master record to determine the price.
Prerequisites
A BOM must have been created for the equipment.
A PM order administrator must have been assigned to the equipment.
At least one variant must have been created in Customizing for internal or external price determiners and the activity types per variant must also have been
defined.
Activities
Define price variants in Customizing for Equipment and Tools Management (ETM) under Information Systems → Variant Definition for Price Information →
Variants for Price Information
Assign the required activity settlement types to the variants in Customizing for Equipment and Tools Management (ETM) under Information Systems→
Variant Definition for Price Information → Activity Settlement Types per Variant.
Define which activity types you want to be able to assign to which document types. You also do this in Customizing for Equipment and Tools Management
(ETM) under Information Systems → Variant Definition for Price Information → Document Types per Activity Settlement Type
1.1.3.8.1 Displaying Price Information for the Equipment
Prerequisites
You have executed the relevant Customizing settings under
Variant Definition for Price Information
.
Logistics – General
Equipment and Tools Management (ETM)
Information Systems
Procedure
Displaying Price Information (General)
1. On the initial screen choose
Logistics
Equipment and Tools Management Master Data Equipment Price Information
.
2. The Price Information for Equipment (General and Recipient-Related) screen appears.
3. Enter the date for which you want to display customer-specific price information (taking the conditions in the customer master record into account) in the
Pricing date field.
4. Select a price information variant. The price information variants must have been defined beforehand in Customizing.
5. Enter a recipient in the Recipient field.
Caution
Since it may be either internal or external recipients/ship-to parties that request price information, you must ensure that you have chosen the correct
price information variant for either internal or external recipients.
Example
No prices are displayed and you get an error message if you enter an internal customer with a price information variant that has been defined as
external in Customizing.
6. Enter the Equipment or the corresponding catalog number from the desired catalog, and choose Execute or Enter . If the system finds a catalog
equipment with an active BOM, the price is displayed.
Displaying Price Information (Equipment-Related)
1. On the initial screen choose
Logistics
Equipment and Tools Management Master Data
The Display Equipment: Initial Screen appears.
Enter the equipment and choose Enter .
Choose the ETM Data view.
You can display price information by choosing
Extras
ETM Price information
.
Equipment
Display
.
1.1.3.8.2 Displaying Price Information for the Location
Use
Using this function you can determine equipment prices for a particular usage location on a particular date.
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Procedure
1. On the initial screen choose
Logistics
Equipment and Tools Management (ETM) Transaction Data
Construction Site
or enter transaction /N/SAPCEM/PI_CSS.
2. The Price Information Location Stock screen appears.
3. Enter a date and a recipient.
4. Choose Execute.
5. You have a variety of display and sort options. You can create totals and subtotals and print the list.
Environment
Price Information for
Result
The system displays all price information for the selected usage location and date in an ALV list (SAP List Viewer).
1.1.4 Owner/Administrator
Definition
The owner is the owner of an equipment. The owner manages the equipment in plant financial accounting and is responsible for depreciation of the equipment.
The administrator manages (for example, rents, repairs and maintains) the equipment on behalf of the owner. In return for being allowed to rent the owner’s
equipment and therefore collect and receive revenue form the rental to external third parties, the administrator has to pay the owner a leasing charge. This can
be a static/fixed amount or a dynamic amount (for example, a percentage of the revenue from the rental).
Use
Depending on the ownership relationship, you have to create an Owner, an Administrator or an Owner/Administrator master record. You then have to assign
this master record to the appropriate equipment.
1.1.4.1 Owner/Administrator Relationship
Definition
By an owner/administrator relationship we mean the relationship that the owner of the equipment has to the administrator of this same equipment. The owner
can also be the administrator.
Use
The owner/administrator relationship determines which leasing type applies to the administrator (for example, whether the administrator has to pay the owner a
fixed amount, a percentage of the rental revenue or whether there is no leasing charge at all) and which objects (equipment, machinery) the administrator is
allowed to manage for the owner.
You can define the owner/administrator relationship in Customizing for ETM. If the owner and administrator are the same, you do not need to establish a
relationship. If this is the case, the default entry in the owner/administrator master record is for no leasing.
1.1.4.2 Creating an Owner/Administrator
Prerequisites
You must know the following before you can create an owner, an administrator or an owner/administrator:
whether the owner is also the administrator of the equipment
for which company code you want to create the owner and/or administrator
whether you want the equipment to be managed centrally or decentrally.
Procedure
Creating an Owner/Administrator
1. On the initial screen choose
Logistics
Equipment and Tools Management Master Data Environment Owner/Administrator Create.
The Create Owner/Administrator: Initial Screen appears.
If external number assignment has been set in Customizing, either enter the owner/administrator number here or the system sets the number during
save.
2. Choose Enter .
3. Enter the name of the owner/administrator.
4. Set the Owner/admin. indicator to 1,2 or 3 according to whether you want this master record to be for an owner, an administrator or an
owner/administrator.
5. Make all the necessary entries.
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The controlling area and the mapping category (business area/company code/plant) fields already have default values entered in them.
6. Save your entries.
A message confirming that the data for this owner, administrator, owner/administrator has been saved appears at the bottom of the screen.
Creating an Owner/Administrator in Customizing
You can also create owner/administrator master records in Customizing for ETM.
1.
In Customizing for Equipment and Tools Management (ETM), choose Master Data
.
2. Select Create Owner/Administrator and press Choose .
3. Proceed as described above in (2) under “Creating an Owner/Administrator”.
Owners and Administrators
Determine Owner/Administrator
1.1.4.3 Changing and Displaying an Owner/Administrator
Procedure
Changing an Owner/Administrator
1.
2.
3.
4.
5.
6.
On the initial screen choose
Logistics
Equipment and Tools Management Master Data Environment Owner/Administrator Change.
The Change Owner/Administrator: Initial Screen appears.
Enter the owner/administrator that you want to display.
Choose Enter .
Make the necessary changes.
Save the master record.
A message confirming that the data for this owner, administrator, owner/administrator has been saved appears at the bottom of the screen.
Displaying an Owner/Administrator
1.
2.
3.
4.
On the initial screen choose
Logistics
Equipment and Tools Management
The Display Owner/Administrator: Initial Screen appears.
Enter the owner/administrator that you want to display.
Choose Enter .
Master Data
Environment
Owner/Administrator
Display.
1.1.5 Recipient
Definition
The recipient is a central control element in ETM. In addition to standard views, there are two ETM views where ETM basic data and ETM settlement data for
the recipient can be stored.
The term “recipient” is used as an umbrella term to cover a variety of roles in ETKM. You should not understand this term to mean merely a “recipient” in the
conventional sense of the word. The recipient can be the ship-to party, but also the sender of equipment (since to be able to send the equipment, even the
sender must have received the equipment, in other words, been the recipient of the equipment at some point in time).
Use
Either the sender or the Ship-To Party or the sender and the ship-to party must be entered in the Shipping Document . This, however, depends on whether you
are dealing with an acquisition (only the recipient is entered and the sender field remains empty), a retirement (only the sender is entered and the recipient
field remains empty), a change of activity type (the sender and the recipient are the same) or shipping (from one usage site to the next).
Example
If equipment is sent from a warehouse or storage location (usage site) to a construction site (usage site), then the warehouse/storage location is the
sender and the usage site is the ship-to party (recipient).
Integration
The customer master record has been enhanced by ETM-specific views. Control parameters such as recipient type and reference type define which type of
recipient (recipient type) you are dealing with or which account assignment object is used in Settlement and postings to FI/CO (reference type). Which
company code a recipient belongs to depends on which company code the appropriate account assignment object (for example, WBS element, project
definition, cost center, CO order or PM order) has been created in.
For further information, see: Customer Master Data .
1.1.5.1 Creating a Recipient
Prerequisites
Before you can create a recipient, you must know the following:
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for which sales area (sales organization/distribution channel/division) you want to create the recipient.
to which account group you want to assign the recipient (necessary for internal/external number assignment).
which recipient type you are dealing with (for example, warehouse/storage location, internal usage site or external third party, and so on)
whether the account assignment object has already been created as an object.
to which grouping (dummy recipient, and so on) you want to assign the recipient.
Procedure
1. On the initial screen choose
Logistics
Equipment and Tools Management Master Data
Master Data Recipient Change
.
The Create Customer: Initial Screen appears.
2. Enter a sales organization, distribution channel and division.
Choose Customer’s sales areas... to find out which sales areas (combination of sales organization, distribution channel and division) the recipient has
already been created for. If you want to display all the sales areas for a specific client, choose All sales areas...
3. Assign an account group to the recipient.
A number range is assigned to the account group in Customizing. This number range can be either internal or external. If external number assignment
has been set in Customizing, enter the number here. If internal number assignment has been set in Customizing, a placeholder is displayed instead of
the number. An internal number then replaces this placeholder when you save the master record.
Recommendation
ETM provides account group J3G . The account group is the same for each recipient. You cannot enter a different account group for each different
sales area (sales organization/distribution channel/division). For further information, see: Account Group .
If you want to create a recipient without copying from a reference template, go to 8.
4. If you want to create a recipient by copying from a reference template, enter the customer number you want to copy from in the Customer field in the
Reference area of the screen.
5. If you want to copy a recipient that has been created in a different sales area (sales organization/distribution channel/division), enter the customer with
the sales organization/distribution channel/division that you want to copy in the Reference area of the screen. Enter the new sales
organization/distribution channel/division and recipient in the upper part of the screen and choose Enter .
The system copies the account group of the recipient being copied to the new recipient.
Caution
You only see the sales views that have been entered in Customizing for Financial Accounting under
Accounts Receivable and Accounts
Payable Customer Accounts
Master Records
Preparations for Creating Customer Master Records
Define Account Groups with Screen
Layout (Customers)
.
Enter the different sales data as required.
Choose Enter .
A screen for entering address details appears. Make all the necessary entries on this screen and the standard views that follow.
6. Enter the Recipient Type in the ETM - Basic Data view.
The Reference Type field contains an entry in accordance with the settings in Customizing. You cannot change the reference type here. If you flag the
BlckIndDocEntry field (block indicator against document entry), you can prevent this recipient from being entered in documents. This is recommended
if you are dealing with dummy recipients (recipients of reference type Dummy ).
7. If required, change the default dummy or standard recipient.
Note
From an ETM point of view, the Cust.int.set. (customer internal settlement) is the actual sold-to party that appears in the order header during
internal settlement. The customer (internal settlement) is necessary purely from a sales and distribution point of view. It has no relevance in ETM
since the providing party and debited object (for example, equipment and WBS element) are relevant to postings in FI/CO during settlement.
8.
9.
10.
11.
12.
Enter a planning area.
Enter an account assignment object. The account assignment object must have already been created before you can reference to it.
Choose Execute.
Enter the appropriate Indicators in the ETM - Settlement view.
Save the master record.
A message confirming that the recipient master record has been created for the sales organization/distribution channel/division appears at the bottom of
the screen.
Result
The master record has been created. You can now create Shipping and Performance-Based Equipment Documents for this recipient.
1.1.5.2 Changing and Displaying a Recipient
Procedure
Changing a Recipient
On the initial screen choose Logistics → Equipment and Tools Management → Master Data Master Data → Recipient → Change . The Change
Customer: Initial Screen appears.
Enter a customer and sales area if necessary, and choose Continue
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If shipping documents have already been created for the recipient, you cannot change the recipient type , customer internal settlement and the account
assignment object or reference category (for example, WBS element).
By using F2 or a double-click on the account assignment object (field Order ) you go to the general data of the customer.
Using the button Location Stock you go to the report to determine the usage site stock.
Make your changes and save them.
A message confirming that the changes have been made appears at the bottom of the screen.
Once the recipient is used as a goods recipient in a shipping document (first shipment to the recipient) you can no longer change the basic data of the
recipient.
Displaying a Recipient
On the initial screen choose Logistics → Equipment and Tools Management → Master Data Master Data → Recipient → Display .
The Display Customer: Initial Screen appears.
Enter a customer and sales area if necessary, and choose Continue
You can display the account group by choosing Extras → Administrative data .
1.2 Basic Functions
ETM Planning
Document Entry
Calendar Maintenance
ETM Settlement
Inventory
1.2.1 ETM Planning
Purpose
You can use ETM planning to help you enter requirements (for example, equipment needed by a usage site) that will then be processed by a stock and
requirements planning controller. The controller uses the characteristics ( classes ) of the equipment that is needed to process the requirements and find the
equipment that most exactly fulfils the requirements and is available for use at the required time .
Process Flow
Requesting party (for example, construction site supervisor) reports a requirement
This requirement is entered in the system in the form of a requisition note with the a ppropriate characteristics
The stock and requirements planning controller uses the requirements overview to process the requirements for the recipients that have been assigned
to him (for his planning area).
A shipping document is used to send the required and confirmed equipment to the appropriate usage site.
1.2.1.1 Requisition Note
Use
Requisition notes are used by the requesting location (for example, usage site) of an equipment. Equipment with the required features and characteristic
attributes are registered in planning for the required period of time.
Integration
The stock controller then processes the requisition note and either confirms or rejects the requirement(s) on the Requirements Overview screen.
Prerequisites
All equipment (equipment items) are classified (for example, assigned to the class for excavators, wheeled loaders, graders, cranes, and so on)
You must have entered the equipment items using classes
You must have entered multipart equipment using the equipment number
The location or usage site requiring the equipment (recipient) cannot be of reference type External third party or Dummy
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The equipment must have been flagged as relevant to planning
Multipart equipment must have been defined as allowed in Shipping Document Entry .
Equipment items must be allowed for a document category
Activities
For equipment items, enter the class with the appropriate characteristic attributes. For multipart equipment, enter the equipment number directly.
Entering Requirements
Item
Main item
Class
010
Loader on
wheels
020
Digger
030
Equipment
Desc.
Qty
UM
Start
End
S
Loader on
wheels
1
Itm
01.01.99
31.12.99
1
LT
ST
Immediately
501034
Cat. 120
1
Itm
01.03.99
21.07.99
1
ASAP
700200
Steel pipes
300
Itm
01.04.99
30.06.99
1
Cannot be
changed
040
010
OTHER
Other
equipment
2
Itm
01.02.99
30.04.99
1
Note
Item 040 is a sub-item of item 010.
Entering a Class for Wheeled Loaders
Item
010
Class
Loader on wheels
Characteristics
Capacity in KW
100-120
Weight in tonnes
15-20
Additional equipment - shovel
X
Additional equipment - fork
1.2.1.1.1 Creating a Requisition Note
Prerequisites
Before you can create a requisition note, you must know the following:
for which recipient (site requesting the equipment) you want to create a requisition note
whether you are dealing with an equipment item or multipart equipment
for which period of time the equipment is required
Note
You can create a requisition note by using another ETM requisition note as a template and copying it.
Procedure
1.
2.
3.
4.
On the initial screen choose
Logistics
Equipment and Tools Management Transaction Data Planning Requirements Note Change
.
The Create Requisition Note screen appears.
Enter the number of the usage site that requires the equipment in the Recipient field.
Enter the from-date and to-date for the period of time that the site requires the equipment in the Period fields. This date is only a proposal for the items
in the requisition note.
5. Choose Enter .
The system displays the appropriate contact person and telephone number from the recipient (customer) master record in accordance with Customizing
settings. You can change this data if you wish.
You can display further information for the recipient by choosing
Goto Header
. If you double-click on the recipient, you can branch directly to
the recipient (customer) master record.
6. Enter your requirements on item level.
Caution
You can enter requirements for equipment items using the class and requirements for multipart equipment using the equipment number. If you enter
the requirement using the class the Characteristic Value Assignment screen appears, on which you can further classify your requirement.
7. You can enter a short text and a longer descriptive text as notes to help the stock controller if you wish.
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8. Save the requisition note.
A message confirming that the requisition note/requisition note number has been saved appears at the bottom of the screen.
Result
You have created the requisition note and the stock controller can now process it in the requirements overview or planning table. You can find further
information on this subject under Changing the Requirements Overview .
1.2.1.1.2 Changing, Displaying and Deleting a Requisition Note
Procedure
Changing a Requisition Note
On the initial screen choose Logistics → Equipment and Tools Management → Transaction Data → Planning → Requirements Note → Change .
The Change Requisition Note screen appears.
Enter a document number. You can use F4 matchcode help.
Choose Enter .
Make your changes.
Save your changes.
A message confirming that the requisition note/requisition note number has been saved appears at the bottom of the screen.
Displaying a Requisition Note
Enter a document number.
Choose Enter .
Select an item.
You can branch to a screen displaying the characteristic values for the required equipment by choosing Value assignment.You can branch to the package list
for the equipment, if appropriate, by choosing Package.You can branch to the appropriate master record by double-clicking on the recipient, contact person or
equipment.
Deleting a Requisition Note
Enter a document number on the Change Requisition Note initial screen.
Select the item(s) you want to delete and choose Delete requirement .
Save the requisition note.
You cannot delete the requisition note itself.
1.2.1.2 Requirements Overview
Use
After you have created a Requisition Note , you can process it further on the Requirements Overview screen.
Prerequisites
Requisition notes must exist.
Activities
Select the requisition notes you wish to process.
Process the individual items by either confirming or rejecting them. You can enter a descriptive text for each item. You can find further information on this
subject under Changing and Displaying the Requirements Overview .
1.2.1.2.1 Changing and Displaying the Requirements Overview
Procedure
Changing the Requirements Overview
1. On the initial screen choose
Logistics
Equipment and Tools Management
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Transaction Data
Planning
Requirements Overview
Change
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List
.
The Requirements Overview: Change screen appears.
2. Select requisition notes using either the recipient or the planning area and the period of requirement. The Status field is filled with the default value
Requirement created .
3. On the next screen that appears, select the items that you want to process and choose Confirm . A dialog box appears. You can also decide to reject
an item.
4. If you choose Hit list , the system creates a list of all the equipment that fulfills the requirements. You can then select and choose the equipment you
desire from this list. If you accept this data again, you can copy the equipment number and the personnel number (provided that it has been entered in
the equipment master record) to the requirements overview. The color of the item changes. The item has now the status confirmed .
Note
The system only generates the hit list for requirements that have been entered using classes (equipment items). You can confirm or reject the item
completely for multipart equipment. If you wish to change the quantity, you can do this in Shipping Document Transfer .
Traffic lights (color legend):
Traffic lights
Conflict
Green
No overlapping in planning
Yellow
Requirements for the planned usage site do not overlap
Red
Overlapping in planning
5. You can cancel entries you have made by choosing Undo .
6. Save the requirements overview.
A message confirming that the requirements have been saved appears at the bottom of the screen.
If you call the requirements overview again (status 1 – requirement created), the items that have been processed will no longer appear.
Displaying the Requirements Overview
1. On the initial screen choose
Logistics
Equipment and Tools Management
.
The Requirements Overview: Display screen appears.
2. You can display where multipart equipment is in use (usage site) by choosing
Transaction Data
Environment
Planning
Historical stock
Requirements Overview
Display
.
1.2.1.2.2 Graphical Planning Board
Use
Using the graphical planning table you can assign requirements from ETM, for example from a usage site manager, the project system (PS), or plant
maintenance (PM), to an equipment.
Prerequisites
To use the graphical planning board you must meet the following prerequisites:
To plan ETM requirements you must have created ETM requirements ( Creating Requisition Note ).
To plan requirements from PS or PM (that is capacity requirements) they must exist in the corresponding order (PM order or PS network).
The equipment must be for planning and an equipment item.
ETM requirement requisitions are entered and notified using classes (for equipment items).
In the case of capacity requirements you have maintained work centers and individual capacities as well as assigned them to a capacity type (in
Customizing for ETM under
Operations and Functions
Planning Planning Board Use of Work Center Requirements
).
The equipment has been assigned to class.
Features
You can process requirements for equipment items using the graphical planning board. The planner can also process requirements for multipart equipment
using Edit Requirements Overview .
1.2.1.2.3 Editing and Displaying the Graphical Planning Board
Use
You can use the graphical planning board to assign requirements from ETM, PS, or PM to an equipment.
Prerequisites
Prerequisites to display an equipment:
The equipment is assigned to the current class
The equipment is an equipment item
You must be able to plan the equipment
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You have maintained authorization for the MRP group of the equipment (see Customizing)
Prerequisites to display a requirement:
The requirement is within the period
You have authorization for the recipient’s MRP area in which the requirement has been created
Further prerequisites to display an ETM requirement:
The requirement is within the period
The requirement is assigned to the class
Further FurtherFurtherprerequisites to display a capacity requirement:
In Customizing for the ETM planning board the ETM capacity type is defined
The class is assigned to a work center
A capacity exists for the ETM capacity type in the work center
A formula to determine the capacity requirement for internal rework is stored for the capacity
An order or network is released for the capacity requirement
Procedure
To process or display the graphical planning board proceed as follows:
1. Choose
Logistics
Equipment and Tools Management Transaction Data Planning Requirements Overview Graphical Planning Board –
Change
or Graphical Planning Board – Display .
2. Select your requirements.
By using the evaluation period you can determine the period over which the data is imported, processed, and displayed. The planning period is the period
in the planning board between the pre-evaluation period and the post-evaluation period.
For more information see the IMG documentation under
Logistics – General Equipment and Tools Management (ETM) Operations and
Functions
Planning Planning Board Define Time Profile
or
Production Capacity Requirements Planning Capacity Leveling and
Extended Evaluation Define Time Profile
.
3. You have two options to call the planning board:
Enter a class and choose Execute .
If you do not know the class you can restrict the selection. After choosing Execute the system displays the requirements for the classes in the
requirements list. By selecting a node you select the corresponding requirements and call the planning board.
4.
The planning board has two subscreens. By default the equipment is displayed in the top subscreen and the requirements in the bottom subscreen.
However you can change this in Customizing underLogistics – General Equipment and Tools Management (ETM) Operations and Functions
Planning Planning Board Define Layout of Planning Board.
5. You have two assignment options:
Planning by Drag and Drop: You drag a requirement to an equipment of your choice
Planning through a hit list: You select an open ETM requirement and execute the function. The Equipment Hit List screen appears. Select an
equipment and choose Copy .
6. The requirement is assigned to the equipment.
Note
Every requisition note has a requirement start and finish. You can change this by dragging along the requirements time scale.
Note
As a default setting in Customizing (timely scheduling indicator) the requirement start and end are not changed during assignment. However, you
can change the start and end dates after the initial assignment.
7.
8.
Using the reload equipment function you can search for additional equipment and include them in the planning board.
If you choose Split document you can assign several equipment to one requirement. You select a requirement and execute this function. On the
next screen you can assign equipment and individual capacity to the requirements.
9. If you select an ETM requirement and choose Assign equipment you can either enter an equipment or select one from the hit list.
10. You can deallocate a requirement from an equipment as follows:
Deallocation by Drag and Drop: You drag a requirement from an equipment to the requirement subscreen
Deallocation function: You select a planned requirement and execute this function. The requirement is displayed in the requirement subscreen.
Split requirement : You select a requirement and execute this function. On the next screen you can delete or deallocate an existing split.
Reject ETM requirement : You select a planned ETM requirement and execute this function. The requirement gets status Rejected and is no longer
displayed in the planning board.
1.2.1.2.4 Creating Shipping Documents from the Planning Board
Use
You can use this function to create a shipping document from within the planning board.
Prerequisites
You are working in the planning board.
There is at least one confirmed requirement.
Procedure
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1.
2.
3.
4.
5.
Select a confirmed requirement.
Choose the function Generate Shipping Document .
A dialog box appears. Enter the document type and activity type. You can change the default values for this dialog box in the function User Settings .
Choose Enter .
A dialog box appears, stating that the shipping document has been created.
Note
When copied to the shipping document, the requirement start matches the date of the shipping document. The requirement end is copied on item
level to the field Usage End / Usage End Time of the billing-relevant data.
Result
The status of the requisition note changes to “ Shipped ”.
Note
If you delete a generated shipping document or shipping document item (which has arisen from a requirement), the status is reset to “ Confirmed
requirement ”. The requirement is reopened and can be rejected or assigned to a different equipment.
1.2.1.2.5 Creating Requirements from the Planning Board
Use
You use this function to create ETM requisition notes from within the planning board.
Note
The planner, who works mainly in the graphical planning board, does not have to create another session using transaction Create requisition note in order
to create a requirement.
Prerequisites
You are working in the planning board.
Procedure
1. Choose the function Create requisition note .
The screen Create requisition note appears.
2. Proceed as described in Creating Requisition Notes .
Result
You have created an ETM requisition note. If the created requirement matches the selection criteria entered in the planning board (for example: class, period),
the requirement is displayed immediately in the planning board.
1.2.1.3 Deadline Logic
Definition
A collection of rules to improve equipment planning.
A simplified deadline logic has been developed in ETM with the support of the German work cooperative (edition 1995). The processes that are controlled by
this are specific to Germany and may not be relevant for other countries.
Using deadline logic enables improved equipment planning. “Penalty mechanisms” enable costing and planning of equipment shipment scheduling.
Use
Deadline logic is only active if
it is a time-based equipment
the equipment is sent with a shipping document
the movements are category receipt, issue, change of activity type, or shipping
The construction industry differentiates between restricted and unrestricted usage. In unrestricted usage as a rule it is not known how long an equipment will
remain on a usage site. “Short” unrestricted usage exists where the equipment remains for example up to 30 days on a usage site as does “long” unrestricted
usage where equipment may remain for years on a usage site. The minimum usage duration in ETM corresponds to restricted usage. In restricted usage it is
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assumed that it is known how long an equipment will be used.
Integration
The Settlement indicator (either by recipient, or dummy or standard recipient) and the Deadline logic indicator must be set in the recipient master.
Note
If settlement recognition is set to Dummy or Standard recipient (dummy) and the settlement recognition and deadline indicator is set in this dummy, the
deadline logic is valid for all recipients to which this dummy is assigned.
1.2.1.3.1 Deadline Logic (Indicator)
Definition
An indicator in the recipient master record.
Use
This indicator is used in planning and controls per recipient that time-based equipment (TBE) is treated according to deadline logic in settlement.
Note
This has no effect on performance-based equipment (PBE). Materials are excluded from deadline logic.
Integration
The Deadline logic indicator in the recipient master record does not control deadline logic in settlement alone. You also have to make ETM-specific
Customizing settings under
Logistics - General Equipment and Tools Management (ETM) Operations and Functions
Settlement Settlement Basic
Data Usage Period Deadlines per Transaction Type and Activity Type
and Assign Activity Types to Deadline Surcharges .
Example
A usage site manager requests an equipment from October 5 th to November 2 nd (restricted). The construction yard delivers the equipment to the usage site.
If the equipment is not returned or released on November 2 nd the usage site is charged. Released means the same as returned except that the equipment
remains on the usage site and is sent from there to the next usage site that requires it. This reduces transport costs that would arise because of return
transports to the construction yard.
1.2.1.3.2 Release Notification Limit for Unrestricted Usage
Definition
A field in the recipient master record.
Use
For unrestricted usage of time-based equipment (TBE) you can determine the number of days in advance that a release notification is required before shipping.
If this date is exceeded and shipping takes place without a prior release notification a Surcharge for Unrestricted Usage is raised in settlement (in the form of
additional SD order items) according to the deadline logic.
Example
A crane is on a usage site from April 5 th (there is no end date). From May 20 th the site manager states the crane is no longer required; this means a release
notification exists for this usage site from 04.20. However from an administrative point of view the site manager must notify (release notification) the
administrator/planner 10 days in advance (that is on May 10 th ) that the crane will be returned on 05.20., therefore allowing the planner to consider it again in
planning.
Settlement result: The crane has activity type In operation from 04.05. – 05.20.
1.2.1.3.3 Minimum Usage Period for Restricted Usage
Definition
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A field in the recipient master record.
Use
This field determines the minimum number of days that a time-based equipment (TBE) is in use per recipient. If the equipment is shipped prematurely to a
different activity type or usage location the full number of days till deadline is settled. This option from deadline logic is usually recommended if you know in
advance how long the equipment is required. This is usually necessary to obtain a base for planning.
Prerequisites
The settlement indicator and deadline logic indicator are set in the recipient master.The deadline logic 1 (minimum usage period) has been set for the
combination document type, movement type, and activity number in the Customizing settings for ETM under
Logistics - General Equipment and Tools
Management (ETM) Operations and Functions
Settlement Settlement Basic Data Usage Period Deadlines per Transaction Type and Activity Type
.
Example 1
Minimum usage period: 16 days
A crane is shipped to usage site A on January 1 st and removed on January 10 th . According to the shipping document 10 days plus a surcharge of 6 days
(total 16 days) are settled on usage site A.
However if the crane exceeds the minimum usage period on the usage site the restricted usage changes to an unrestricted usage and the Release Notification
Limit for Unrestricted Usage , and therefore the associated rules, come into effect.
Example 2
The usage site manager ships the crane to usage site B on January 18 th without prior release notification. The release notification limit for unrestricted usage
is five days (RelNotAllUnrUsg field in recipient master) and the surcharge for unrestricted usage is 3 days (SrchrgeUnrstUse field in recipient master). The
usage site manager has not met the release notification limit of five days, therefore 18 days plus three days surcharge (total 21 days) is settled.
1.2.1.3.4 Surcharge for Unrestricted Usage
Definition
A field in the recipient master record.
Use
This field specifies the number of days per recipient that can be charged as a surcharge for unrestricted usage if a deadline in the deadline logic is exceeded.
Integration
This field is integrated with the field Release Notification Limit for Unrestricted Usage .
1.2.2 Document Entry
Use
ETM distinguishes between two categories of document:
Shipping Document
Performance-based equipment document
Shipping Document
You can send equipment, material or packages with a Shipping Document . There are the following document types:
Acquisition (for example, when equipment is purchased, leased or rented)
Change of activity type (for example, change of activity type from "in operation" to "downtime". The equipment remains on the same usage site).
Shipping from usage site A to usage site B
Retirement (for example, when equipment is sold, scrapped or when the rental agreement comes to an end)
Inventory or inventory adjustment postings
Performance-based equipment document
You can enter and store the number of hours that equipment has been in operation on a usage site in the Performance-Based Equipment Document . There is
the following document type that can be copied any number of times:
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Machine/operator’s report
Prerequisites
Only physical equipment and materials are allowed.
The equipment must have been assigned to an equipment type.
The equipment must be allowed in document entry.
The document type must have been defined.
The recipient (ship-to party) must have been created in the appropriate sales area.
1.2.2.1 ETM Document Entry - Terminology
Some of the terms that are important in ETM are listed and explained below.
Recipient Master Record
Internal ship-to party
Usage site to which equipment is sent.
Note
Internal construction site in an enterprise.
Ship-to party (joint venture)
A joint venture is, from the point of view of a construction enterprise, for example, also an internal construction site to which equipment and materials are sent.
However, you must also enter an external sold-to party in the recipient (customer) master record. The external sold-to party is required for customer settlement
purposes.
External sold-to party
Customer or debtor that is used externally for customer settlement.
Customer internal settlement (internal sold-to party)
From an ETM point of view, customer internal settlement represents the internal sold-to party that appears in the order header during internal settlement. The
customer (internal settlement) is necessary purely from a sales and distribution point of view (it represents the bill-to party and the payer). It has no relevance
within a company code in ETM since the providing party or the debited party (for example, equipment and WBS element) is relevant to postings in FI/CO
during settlement. However, the customer (internal settlement) plays an important role in operations across different company codes. See: Example:
Settlement Across Different Company Codes Using EDI for further information on this subject.
Control Parameters in the Recipient Master Record
Recipient type
The recipient type is a central control element in ETM. Different recipients can be grouped together to form a recipient type. You use the recipient type to
assign a reference type, and therefore also an account assignment object, to the recipient. This enables you to make postings to FI/CO.
Reference type
The reference type controls which account assignment object (for example, WBS element, project definition, CO order, cost center, PM order) is used for
settlement purposes and for postings to FI/CO.
Settlement indicator
This indicator controls whether ETM basic data and settlement data for the appropriate recipient, standard recipient or dummy recipient is used in settlement.
(3-level hierarchical access)
Standard recipient and dummy recipient
These are fictitious recipients; their ETM settlement data is valid for a group of recipients during ETM settlement. This entails less maintenance when you
want to change the control parameters. You only need to make the changes in the master record of the fictitious recipient (standard recipient or dummy
recipient) and the changes will take effect for all recipients in the group as of the next settlement run. (See “Settlement indicator” above for further information).
Settlement type
The settlement type determines how the recipient is settled. Together with the Calendar ID , the Complete month and the No. days/month indicators in the
ETM settlement data of the recipient master record, it forms an important factor in long-standing determination of settlement data. There are the following
settlement types for long-standing data determination:
1.
2.
3.
4.
5.
Complete months + remaining calendar days
Complete months + remaining working days
Calendar days
Working days
Customer logic
If you want to use method 1 or 3 (calendar days), you have to enter the number of calendar days per month (for example, 30) that you want the system to use
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If you want to use method 1 or 3 (calendar days), you have to enter the number of calendar days per month (for example, 30) that you want the system to use
as a basis for its calculations. If you want to use method 2 or 4 (working days), you have to enter the number of working days per month (for example, 20) that
you want the system to use as a basis for its calculations.
In addition to the number of calendar or working days per month, you must also set the Complete month indicator to 1 or 2 for settlement types for which a
complete month is relevant.
If the settlement type is 3, the system determines the actual number of calendar days. All other statistics, including the Calendar ID indicator, have no effect
on the calculation.
If the settlement type is 4, the system determines the number of working days by using the factory calendar ( Calendar ID indicator). All other statistics have
no effect on the calculation.
If the settlement type is 5, the system determines the number of days for settlement from customer specific logic implemented in the BAdI method
/sapcem/badi_days_calculate days_calculate . All other statistics have no effect on the calculation. Note that if this BAdI method is not implemented,
number of days calculation does not take place.
Note
Normal case: internal construction sites
To fulfill German requirements (commissioning month = 30 calendar days = 170 commissioning hours), you must make the following settings. These
settings will vary from country to country. (Also valid for February):
Settlement type = 1 (complete month + remaining calendar days) and Complete month indicator = 2 (whole month is encompassed), Days/month = 30
(calendar days), Hours/month = 170.
Special case: joint ventures
If equipment is in operation on a usage site from Oct. 1st until Oct. 31st, then according to the contract, 31 days should be included in settlement and if
equipment is in operation on a usage site from Nov. 1st until Nov. 30th then 30 days should be accounted for in settlement. The recommended settlement
type in this case would be Calendar days .
Retirement date for time-based equipment
If this indicator is set (in ETM settlement data in the recipient master record), the retirement date is included in the settlement of time-based equipment.
The retirement date is the actual date on which the physical shipping of the equipment from one usage site to the next takes place. If the activity type is
changed several times after the equipment has been sent to a usage site, the last day of the last activity type before the ETM settlement run is not regarded
as the retirement date from this usage site. This day is settled normally, in other words in accordance with the equipment activity and settlement type and the
available shipping and PBE documents.
Acquisition date for time-based equipment
This date always counts when the commissioning period is calculated and is therefore always included in settlement. There is no special indicator in the
recipient master record.
Retirement date for performance-based equipment (PBE)
This indicator determines whether the retirement date is included for performance-based equipment when you use the Filler Calendar for Performance-Based
Equipment function, in other words whether hours are automatically generated for the retirement date. The hours are only generated if at least one unit of
activity (for example, one hour) has been entered with a PBE document within the whole period of time. If no PBE document has been entered in the period of
time, the equipment activity is calculated in accordance with the shipping document (special case).
Use
This indicator is only of importance for internal settlement and only when the filler calendar for PBE takes effect. If you have set the RetireDate/PBE indicator
in the recipient master record, then the system generates a PBE document for the equipment on its retirement date when you execute the filler calendar
function.
Only the actual units of activity (without hours that have been generated by the filler calendar) are included in external settlement for external sold-to parties.
You cannot control this by using Customizing settings.
Note
PBE documents that have been entered manually are always included in settlement. The RetireDate/PBE indicator does not exclude PBE documents
that have been entered from settlement.
Acquisition date for performance-based equipment (PBE)
See: “Retirement date for performance-based equipment”.
PBE as TBE
If you set this indicator in the recipient master record, equipment that has been defined as performance-based equipment (Customizing for Equipment and
Tools Management (ETM) under  Operations and Functions
Stock Check for Equipment Stock Check per Equi. Type for Performance-Based Equi. )
is treated as time-based equipment in settlement for this recipient. This means that the equipment is not settled on the basis of the PBE document, but on
the basis of the shipping documents. You can find further information on this subject under Settlement of PBE as TBE.
Equipment Master Record
Time-based equipment
Equipment that has been defined as time-based, for example a crane, is usually commissioned for a specific length of time on a specific usage site. This
period of time is always settled in days for time-based equipment. The shipping document is used as basis for settlement for time-based equipment. The PBE
document is not taken into account for time-based equipment. If it were, settlement would take place twice – once using the shipping document and once
using the PBE document. Time-based equipment can be an equipment item or multipart equipment.
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For further information, see Settlement of Time-Based Equipment.
Performance-based equipment
Equipment that has been defined as performance-based, for example an excavator, is usually settled in hours on the basis of the PBE document. The
performance-based equipment document is used as basis for settlement for performance-based equipment. If no PBE document has been created for the
complete commissioning period, the shipping document is used as a basis for settlement. PBE is usually expensive equipment and managed in stock as an
equipment item. To keep the equipment costs as comprehensive as possible, it is usually a good idea to create a separate PM order administrator (cost
collector) for each equipment item.
Note
Due to contractual agreements, PBE must sometimes be settled using the shipping document for specific ship-to parties (for example, joint ventures). If
you want to represent this case in the system, you must set the PBE as TBE indicator in the recipient master record. You can find further information
on this subject in the section PBE as TBE and under Settlement of Performance-Based Equipment.
Stock check for performance-based equipment
A check takes place to determine whether the equipment type that has been defined for the equipment (in Customizing) is relevant to the stock check or not.
Note
The Price group (material group) indicator in the equipment master record is only relevant to pricing.
Equipment item
You can find further information under “Performance-based equipment”. An equipment item is usually defined as performance-based equipment but can also
be time-based equipment.
Multipart equipment
Equipment such as drilling machines, grinders, scaffolding and shuttering that do not have their own inventory number. You cannot define multipart equipment
as performance-based.
Document Entry
Activity and settlement type (AS type)
There are different activity and settlement types, for example, in operation, downtime, available for use. An activity type does not have to be a settlement type
and vice versa.
Condition techniques and the pricing procedure in SD determine which condition types are used in settlement. For example, you can define that rental and
repair costs are due when equipment is in operation, only rent has to be paid when the equipment has been assigned the activity type “downtime” and there are
no extra costs at all when the equipment is available for use.
Note
Equipment is in operation on a usage site for five days (activity type: “in operation”). For two of these five days, the activity type of the equipment is
changed to “downtime” because no work was done on the usage site on these two days.
Result in settlement: The usage site is charged for 3 days in operation (for these three days the usage site has to pay rental and repair costs) and 2 days
downtime (for these two days the usage site only has to pay rental charges).
For further information, see: Settlement of Activity and Delivery.
Acquisition
We use the term acquisition when equipment is entered in the company stock for the first time, for example after it has been bought, leased or rented. You can
send equipment directly to a usage site without having to first send it to the contractor’s yard, warehouse or storage location.
Retirement
We use the term retirement when equipment is sold, scrapped or returned to an external rental service. The physical “retirement” of equipment when it is sent
from one usage site to another usage site is not referred to as retirement but as shipping.
Shipping
All equipment, irrespective of whether it is performance-based or time-based, is usually sent from one usage site to another usage site by means of a shipping
document (historical inventory management). In this case, building contractor’s yards and storage locations are also regarded as usage sites from which
equipment can be sent.
Change of activity type
We use the term change of activity type to represent the case when the activity and settlement type of equipment on a usage site is changed as of a specific
date but the equipment itself remains on the same site.
Example
On 10.01. shipment of an equipment to usage site A with activity type Usage . From 11.14. the activity type changes from Usage to Available , on
11.20. the equipment again has activity type Usage , on 11.30. the settlement runs. The equipment is removed from usage site A on 12.15. The
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commissioning time for this equipment on usage site A is hereby ended.
Note
If the activity type is changed several times after the equipment has been sent to a usage site, the last day of the last activity type before the ETM
settlement run is not regarded as the retirement date from this usage site. This day is settled normally, in other words in accordance with the equipment
activity and settlement type and the available shipping and PBE documents. We only use the term retirement date when the equipment is physically sent
from one usage site to the next.
ETM Settlement
Commissioning time
The commissioning time, or commissioning period, covers the time from the start of the usage period until the end of the usage period or until the settlement
date if the equipment is still in use on the settlement date. It is of no importance how often the activity type for the equipment has been changed in this time.
1.2.2.2 Integration with SAP Standard SD
Settings for sales documents determine how a business process is performed: Sales and billing documents are provided in the Customizing for the SAP
Discrete Industries (DI) System. You can make ETM-specific settings in Customizing for Equipment and Tools Management (ETM) under
Operations and
Functions
Document Types
Integration with SAP Standard SD
.
Caution
If you copy a client the Customizing settings are not copied to the target client. You have to manually copy them. In this respect look at note 217012.
1.2.2.3 Shipping Document
Definition
A document that enables you to send equipment, materials (resources) or packages with information on quantity and activity type.
Use
You can perform the following with a shipping document:
Send Equipment , material or a package to a usage site for the first time → acquisition
Send equipment, material or a Package from one usage site to another usage site → shipping
Change the activity type of equipment → Change of activity type
Send equipment from a usage site for the last time → retirement
Clearing a Usage Site
Reset delivery → park document
Transfer confirmed requirements from planning
Perform adjustment postings → inventory
Prerequisites
The equipment must be allowed for the document category “shipping document”.
The equipment can only be entered in a shipping document once.
The equipment type must have been assigned to an inventory management type (chronological inventory management, chaotic inventory management or no
inventory management at all).
If you want to ship materials (see: Shipping of Materials ), you must have entered an Intermediate Recipient .
Structure
Header and item data
Data relevant to billing
General data
Document-specific data
Header data for the shipping document
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Document number
External document number
Sender
Building contractor’s yard 01
Recipient
Usage site 02
Total weight
16 000 kg
Document date
15.07.99
Item overview for equipment
Item
Equipment
Desc.
Qty
UM
AT
Settl. pckge Number in
ind
catalog
10
10000055
Digger
1
Itm
E
20
10001460
Settl. pckge
1
Itm
E
Yes
Settl. pckge Number in
ind
catalog
3301-0050
Total weight
7.400
kg
Rm stk
Unit
0
Itm
0
Itm
Rm stk
Unit
Item overview for material
Item
Material
Desc.
Qty
UM
AT
Total wght
30
1588
Shovel
3
Itm
NH
628160
3
kg
47
Itm
40
1456
Wheelbarrow
5
Itm
NH
628161
50
kg
0
Itm
50
1592
Fence
10
Itm
NH
628162
400
kg
10-
Itm
60
1593
Door
1
Itm
NH
628163
60
kg
5-
Itm
All item detail data in the shipping document is passed as read-only to the BAdI /SAPCEM/SHIPDOC.
1.2.2.3.1 Creating a Shipping Document
Prerequisites
You must know the following if you want to create a shipping document:
which type of document you want to create (acquisition, retirement, change of activity type, shipping or inventory document)
Procedure
1. On the initial screen choose
Logistics
Construction Equipment Management
or enter transaction J3GI.
The Create Shipping Document: Initial Screen appears.
2. Enter a document type.
Transaction Data
Documents
Shipping Documents
Change
Note
The document type in (settings in Customizing) controls which resources you can enter in the shipping document. The screen layout for the shipping
document (settings in Customizing) determines which fields are displayed and which are hidden in the document, which fields are required entry
fields and which are optional.
3. Choose Enter .
4. Enter an external document number.
Note
If you do not enter an external document number in this field, the system saves the internal document number as the external document number.
5. Enter a document date. This date must be later than the valid-from date of the equipment you want to enter.
6. Enter a sender and/or a recipient in accordance with the document type. Depending on whether you are dealing with an acquisition, shipping, a change of
activity type or a retirement, you must enter a sender and/or a recipient.
7. Enter your desired equipment or material on item level. Enter a quantity and an activity type for each item. You do not have to enter a quantity for
equipment items. The system automatically enters the value 1.
Note
You can only enter materials for which a material type has been defined in Customizing. Because of the link to Materials Management (MM), during
shipping if the sender and/or recipient has reference type Warehouse the system posts a material document when you save the shipping document.
8. You can transfer equipment that has been planned from the requisition note to the shipping document by choosing Requirements . This only applies to
requirement items that have the status Confirmed .
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The status changes to reflect the fact that shipping has taken place when you transfer a requirements item. If you then delete this item from the shipping
document, the status in the requisition note returns to Confirmed and the item is displayed for this recipient again the next time you want to transfer
confirmed requirements.
You can find further information on this subject under Changing and Displaying the Requirements Overview .
Caution
At present, the system does not perform a stock check to determine whether the equipment really is on the sending site.
9. Using function Clear usage site a list of equipment and material belonging to the sender appears. In this list you can change the quantity and the
activity type and copy them to the shipping document.
10. Using Header <->Item you can navigate between header and item data, for example if you want to change the document date, recipient, or so on.
11. Save your shipping document after you have entered all the items.
A message confirming that the data for the shipping document/shipping document number has been saved appears at the bottom of the screen.
Result
You have created a Shipping Document .
1.2.2.3.2 Changing, Displaying and Canceling a Shipping
Document
Prerequisites
The shipping document or the item cannot have already been deleted, cancelled or already included in the settlement run.
The item you want to change cannot have already been included in Location Setup .
Procedure
Changing a shipping document
On the initial screen choose Logistics → Equipment and Tools Management → Transaction Data → Documents → Shipping Documents → Change
or enter transactionJ3GI
The Change Shipping Document: Initial Screen appears.
Enter a document number. You can display the SD orders for this shipping document by choosing Display document flow . If you choose Display document
flow on item level, the system only displays the SD order for the item. If you double-click on the item you can branch directly to the SD order.
Choose Enter .
Add additional items to the shipping document.
You can define and save your own display variant using table settings.
Change the existing items.
You can change the quantity as long as no SD orders or follow-on documents have been created for the item.
You can delete an item by selecting it and then choosing Edit → Delete item
Through menu entry Shipping document → Change End of Usage Period you can change the usage period for documents that do not have status 1
(standard). A table containing all items that can be changed appears.
If you choose Edit Initialize → Log you initialize the error log, for example containing errors from Copy requirements .
If you have maintained the required ETM-specific settings in Customizing ( Equipment and Tools Management (ETM) → Operations and Functions →
Document Types → Measurement Document Entry → Measurement Document Entry in Shipping Document ), the symbol Measurement Document
appears in the shipping document. Using this function you can branch to the measurement document and maintain the measurement document data for a
shipping document item.
Save your changes.
A message confirming that the data for the shipping document/shipping document number has been saved appears at the bottom of the screen.
Displaying a shipping document
On the initial screen, choose Logistics Equipment and Tools Management → Transaction Data Documents → Shipping Documents → Display or enter
transactionJ3GJ
The Display Shipping Document: Initial Screen appears.
Enter a document number or select one by means of the External Document number.
You can display a list of all shipping documents by choosing Documents → Shipping Documents → List of Shipping Documents . If you double-click on
the document number, you can branch directly to the shipping document.
If you select function PriceInfo you branch to the cost overview for the selected item.
Choose Environment → Change Documents to branch to the change documents of the shipping document.
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Canceling a shipping document
On the initial screen choose Logistics → Construction Equipment Management → Transaction Data → Documents → Shipping Documents →
Change or enter transactionJ3GI
The Change Shipping Document: Initial Screen appears.
Enter the document number that you want to cancel.
Choose Shipping document → Cancel document . A dialog box appears. You must confirm the prompt if you are sure that you want to delete the document.
The status of the document items changes accordingly.
Save the shipping document.
If you call the document again in change mode, a message confirming that the document has been cancelled appears at the bottom of the screen.
You cannot change or add items to a shipping document that has been cancelled/deleted. You can only display shipping documents that have been
cancelled/deleted.
1.2.2.3.3 Creating a Shipping Document by Copying from a
Template
Prerequisites
The reference document determines the document category and transaction type.
Use
The reference document serves to help you enter data.
Procedure
1. On the initial screen choose
Logistics
Equipment and Tools Management Transaction Data Documents
Shipping Documents
Create
.
The Create Shipping Document: Initial Screen appears.
2. You have two options if you want to create a shipping document by copying:
1.
by choosing Copy from or Shipping document Create by copying on the initial screen
2. on the entry screen
3. choose Create with reference . The Create Shipping Document: Initial Screen appears.
4. Enter the number of the document to be copied and choose Enter . The document date, sender and recipient are displayed so that you can change
them if required. Change this data if required and choose Copy to copy the whole document.
In the Document type field you can change the document type.
If you only want to copy certain items, choose Item selection , select your desired items and choose Copy . The system copies the items that you
have chosen to the new shipping document.
You can display a log of any error messages.
5. Save your shipping document after you have entered all the items.
A message confirming that the data for the shipping document/shipping document number has been saved appears at the bottom of the screen.
Result
The shipping document has been created.
1.2.2.3.4 Parking and Releasing a Shipping Document
Use
You park a shipping document for the following reasons:
to enter a delivery that you do not want to assemble until a later date
to ensure that the documents are entered chronologically (for Chronological Inventory Management ).
Procedure
1. On the initial screen choose
Logistics
Equipment and Tools Management Transaction Data Documents
Shipping Documents
Change
.
The Change Shipping Document: Initial Screen appears.
2. Enter a document number or choose an external document number and choose Enter .
3. Choose
Shipping document Park/release document Park document
. The internal/external document status changes accordingly.
Caution
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Equipment stock is not updated and material documents are not posted for documents that have been parked. This does not happen until the
documents have been released. If the document has been parked, the equipment contained in it can be sent to other usage sites.
4. If you want to activate a shipping document that has been parked, choose
Shipping document Park/release document Release document
5. Save your changes.
A message confirming that the data for the shipping document/shipping document number has been saved appears at the bottom of the screen.
.
1.2.2.3.5 Creating a Shipping Document from Confirmed
Requirements
Use
Using this function you can automatically create shipping documents based on confirmed ETM or work center requirements.
Prerequisites
Confirmed requirements must exist for the recipient on the document date.
Procedure
To automatically generate shipping documents, proceed as follows:
1. On the initial screen choose
Logistics
Equipment and Tools Management Transaction Data Documents
Shipping Documents from Confirmed Requirements
or enter transaction /SAPCEM/VS_CREATE .
The Create Shipping Documents With Confirmed Requirements screen appears.
2. You can enter either the sender or the recipient.
Shipping Documents
Create
Note
If you enter the sender the system determines whether confirmed requirements exist for equipment for this sender. If so the system generates a
simulated shipping document and displays a list of results. If you enter the recipient the system determines whether confirmed requirements exist for
this recipient. A comparison against the stock from possible senders takes place. If a confirmed requirement can be met the system generates a
simulated shipping document and displays a list of results.
3.
Select the radio button Yes or No for Material reservation .
Note
You can use these radio buttons to define whether the system displays existing material reservations. On the next screen you can copy this with
the Reservation button.
4.
Restrict your selection in the screen areas Shipping document data , Requirement period , and Equipment restriction .
Note
If the quantity in the confirmed requirement is greater than the quantity available on any sender and the Split requirement checkbox in the screen
areaRequirement period is set, the system displays a warning message to the effect that the complete quantity is not available. If you continue to
create the shipping document, the system splits the ETM requirements and also splits the one requisition note into two items. The first item has the
status 4 (Shipping created ) with the available quantity, the other item has the status 2 (Confirmed ) with the remaining quantity.
5.
6.
7.
Choose Execute.
A list of results appears.
Using the button Split document you can select individual items in a simulated shipping document and generate another simulated document for these
items by pressing this button again.
8. If you select a correct simulated shipping document and press the button Create document the system generates the shipping document.
9. If you select a shipping document and choose the button Park Document the system parks the shipping document, meaning it is not available in ETM
settlement.
1.2.2.3.6 Listing Shipping Documents
Procedure
If you want to display a list of existing shipping documents, proceed as follows:
1. On the initial screen choose
Logistics
Equipment and Tools Management Transaction Data Documents
Shipping Documents
List of
Shipping Documents
or enter transaction /N/SAPCEM/SDL.
The List of Shipping Documents screen appears.
2. Select the data you want to display by entering the desired data in the screen areas Doc. data , Hdr data , and Entrd/Chngd by , and choose
Execute .
Note
The Document date and Number of Document Items fields are filled, however you can change them. The value in Number of Document Items
specifies the maximum number of document items to be imported. If the number of imported data records exceeds this value a dialog box appears.
If you choose No processing is terminated. If you choose Yes the first document items in the selection are displayed.
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3. Using the functions First Column , Last Column , Previous Column , and Next Column you can scroll through the list.
1.2.2.3.7 BAPIs for Maintaining ETM Shipping Documents
Definition
In the business object ShippingDocumentCEM the following methods and BAPIs (Business Application Programming Interfaces) are available for maintaining
shipping documents:
Methods:
ShippingDocumentCEM.Cancel (cancel shipping document)
ShippingDocumentCEM.Change (change shipping document)
ShippingDocumentCEM.Create (create shipping document)
ShippingDocumentCEM.GetDetail (shipping document details)
ShippingDocumentCEM.Park (park shipping document)
ShippingDocumentCEM.Release (release shipping document)
For more information see the documentation for the corresponding BAPIs:
/SAPCEM/BAPI_SHIPDOCCEM_CANCEL
SAPCEM/BAPI_SHIPDOCCEM_CHANGE
SAPCEM/BAPI_SHIPDOCCEM_CREATE
SAPCEM/BAPI_SHIPDOC_GETDETAIL
SAPCEM/BAPI_SHIPDOCCEM_PARK
SAPCEM/BAPI_SHIPDOCCEM_RELEAS
Use
BAPIs can be of assistance to users who do not have direct access to the SAP System or to companies that use distributed systems.
1.2.2.3.8 Clearing a Usage Site
Use
If you want all the equipment and materials to be removed from a usage site in one operation.
From the point of view of the sending site, this function serves as an aid to entering data with a stock overview.
Procedure
1. On the initial screen choose
Logistics
Equipment and Tools Management Transaction Data Documents
Shipping Documents
Create
.
The Create Shipping Documents: Initial Screen appears.
2. Enter the Document Type and choose Enter .
The Create Shipping Document: Item Data appears.
3. The Create Shipping Document: Item Data screen appears. Enter the date on which you want the usage site to be cleared or on which individual
equipment items should be sent in the Document date field.
4. Enter a sender in the Sender field and a recipient in the Recipient field.
5. Choose Clear usage site . A dialog box appears. It displays a list in which all the equipment and material from the sender is selected. You can copy all
the selected items to the shipping document from here. A dialog box appears if errors occur whilst the data is being copied. You can display the log and
make any necessary changes.
6. Choose Execute.
7. Save the shipping document.
A message confirming that the data for the shipping document/shipping document number has been saved appears at the bottom of the screen.
Result
The shipping document has been created.
1.2.2.3.9 Shipping of Materials
Use
You can use a shipping document to send not only equipment but also materials.
Integration
There is always a link to Inventory Management if either the sender or the recipient in the shipping document is of reference type “warehouse/storage location”.
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Example
If you use a shipping document to send material to a warehouse (for example, acquisition of 26 items of material 4711), then as far as inventory management
is concerned, this means an acquisition of 26 items in ETM as well as 26 items in MM.
You can branch to the material document by double-clicking on it in the shipping document.
Note
If you post both equipment and materials in the same shipping document and you then discover that you did not want to post the material and you cancel
it, the equipment is also cancelled.
Recommendation
Cancel the document completely and create a new document using the Copy from function.
If you create material documents in ETM you should also cancel them in ETM and not in MM. If you cancel them in MM you will no longer be able to call the
shipping document.
Inventory Management
Intermediate Recipient
Material Master Data
1.2.2.3.10 Inventory Management
Use
We distinguish between inventory management for equipment and inventory management for materials. You can define on different levels whether you want
inventory management to take place (for example, on document level, on recipient level, on equipment level or on material level) and which type of inventory
management you want to take place. There are two types of inventory management:
Chronological inventory management, without missing parts/shortfall quantities: you must enter the shipping documents in chronological order. This
means that you cannot enter a shipping document to send equipment or material from usage site A (sender) to usage site B (recipient) until the
equipment or material really is available (in stock) on usage site A (sender).
Chaotic inventory management, with missing parts/shortfall quantities: you can enter a shipping document for equipment/material without it previously
having been posted to the site you want to send it from. You can post the acquisition document for the sending site at a later date. For more information,
see Stock Control .
Prerequisites
You must have made the appropriate settings in Customizing for ETM.
Activities
Making settings for equipment inventory management
You can control the inventory management type for equipment on three levels in the following sequence:
Document category
Recipient type
Equipment type
If you want to use chaotic inventory management for specific equipment, you must ensure that you have set chaotic inventory management on all of
these three levels. If you do not do this, the system uses the inventory management type and chaotic inventory management is not the first in the set
sequence of inventory management types in the system.
Example 1
Inventory management for document category “shipping document” = chaotic
Inventory management for recipient type “internal usage site” = chronological
Inventory management for equipment type 2000 = chaotic (setting no longer necessary)
Result: inventory management would be chronological for equipment of equipment type 2000 and recipient of recipient type “internal usage site”.
Example 2
Inventory management for document category “shipping document” = chaotic
Inventory management for recipient type “warehouse” = no inventory management
Inventory management for equipment type 2000 = chaotic (setting no longer necessary)
Result: no inventory management takes place for all recipients of recipient type “warehouse”.
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Making settings for material inventory management
You can control the inventory management type for materials on two levels in the following sequence:
Document category
Material type/recipient type
If you want to use chaotic inventory management for specific materials, you must ensure that you have set chaotic inventory management on both of
these levels. If you do not do this, the system uses the inventory management type and chaotic inventory management is not the first in the set
sequence of inventory management types in the system.
Inventory management for document category “shipping document” = chaotic
Inventory management for material type “non-consumable materials”/recipient type “internal usage site” = chaotic
Result: inventory management would be chaotic.
1.2.2.3.11 Intermediate Recipient
Definition
Physical material deliveries from one usage site to another (onward delivery) require a “warehouse/storage location” in the system as a type of intermediate
recipient. This “warehouse” is known as the “intermediate recipient”.
Use
If materials are shipped from usage site to usage site, the warehouse, or intermediate recipient, must first purchase back the materials and then resell them to
the next usage site. The Intermediate Recipient adopts the double role of the warehouse to which the sending usage site would return the materials and
from which the receiving usage site would receive these materials.
The intermediate recipient must have reference type “warehouse”. For more information about the intermediate recipient, see the appropriate chapters in the
IMG under:
Define Document Types
Intermediate Recipient per Organizational Structure
Intermediate Recipient Indicator for Material Shipping
Integration
The system checks the Intermediate Recipient when you create a shipping document (see: Creating a Shipping Document ) if the resource “material” has
been defined in the document type.
You can define an intermediate recipient per company code, business area and plant in Customizing. This intermediate recipient appears as default entry when
you enter a shipping document but you change it in accordance with your Customizing setting.
Structure (Intermediate Recipient Within a Company Code)
Structure (Intermediate Recipient Across Different Company Codes)
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1.2.2.4 Performance-Based Equipment Documents
Definition
A performance-based equipment document contains the following information:
actual number of hours worked per activity type and equipment
operating hours of equipment
for a specific usage site.
Use
Depending on your company’s requirements, you can define whether you want performance-based equipment documents (PBE documents) to be entered as
daily documents (multiple item entry), daily documents (single item entry) or as weekly documents. You can make this setting in Customizing for ETM under
Operations and Functions
Document Types
Define Document Types
Details
PBE dsply var.
Recommendation
If you want to be able to use all three types of document, you must create three separate document types, each of category PBE document , and then
assign the appropriate PBE display variant to each of the three document types.
Prerequisites
The PBE document must have been defined as a document type in Customizing
It must be of document category: PBE document
The equipment that is entered in the PBE document must be:
Performance-based equipment
Equipment item
of document category: PBE document
If you want to use the measuring point functions, two measuring points/counters must have been created in the equipment master record for each
equipment (an actual measuring point and a calculated measuring point) Appropriate settings must have been made in Customizing
Equipment cannot have been entered as an item more than once in the same PBE document with the same ship-to party
No Inventory Management check takes place when you enter PBE documents
Structure
Header data
General data for each item
Data relevant to billing for each item
Example of a weekly document. recipients are 100050, 100101, 100102; equipment is 300000005 and 30000006
Header data for the PBE document
Period
01.02.1999
External document number
123
03.02.1999
Personnel Number
Recipient
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Equipment
Item Data Performance Document
Item
Pers.Nr.
Recipient
Equi.
AT
UM
01.02.
02.02.
10
100101
10000102
E
H
3.000
1.000
20
100050
30000006
E
H
2.000
30
100050
30000005
E
H
40
100102
10000102
S
H
03.02.
2.000
4.000
1.000
1.000
Measuring
point
WBS element
1200
ESL004
1310
ESL003
1309
ESL003
1200
ESL002
Integration
For more information, please see: Measurement Documents and Measuring Points and Counters (PM-EQM-SF-MPC) .
1.2.2.4.1 Entering a PBE Document
Use
The function Enter PBE document covers Create PBE document and Change PBE document .
Prerequisites
The document type for PBE documents must have been defined.
Procedure
1. On the initial screen choose
Logistics
Equipment and Tools Management
2. The Create PBE Documents: Initial Screen appears.
3. Enter the Document type , for example operator’s report.
Transaction Data
Documents
PBE Documents
Enter
.
Note
The system only displays document types of document category PBE document .
4. Choose Copy .
5. The system displays the daily document (multiple item entry), daily document (single item entry) or the weekly document in accordance with the settings
in Customizing.
6. In the document header data enter the period of time , the recipient , and, if appropriate, an internal or external document number . You can use the
F4 search help to find the PBE document. If there is more than one document with the same external number, the system displays a list of these
documents and you can choose the required document from the list.
Note
You can enter either the internal or the external document number in the Ext. doc. no. field.
Recommendation
If you are entering a lot of data at once, we recommend that you enter a complete month for the period and then navigate using Previous calendar
week and Next calendar week . This simplifies subsequent entry.
7. Choose Enter .
Recommendation
If you want to enter performance/activity units for more than one recipient and more than one equipment item in one document, we recommend
that you use a variant.
If you want to enter more than one equipment item for one recipient in one document, enter the recipient in Recipient field in the Header data
area of the screen and leave the Equipment field empty. You can then enter the performance/activity units for several equipment items for this one
recipient.
Or you may wish to enter data for one equipment item and more than one recipient . If this is the case, proceed as described above, but enter
the equipment number in the Equipment field and leave the Recipient field empty. You can then enter the equipment performance with the
appropriate activity type for each recipient.
8. You can switch between item level and header level by using the function Item <-> Header .
9. You can view the subsequent sales order by using the function Document flow .
10. You can enter user-specific data on item level using the button User-spec. data . You can enter user-specific data for a specific day. If the userspecific data differs on day level entry on item level is not possible.
11. In the item data enter data for recipient , equipment and activity type and choose Enter . A dialog box appears requesting you to assign an
actual/theoretical category to the measuring point. If you select a measuring point the assignment is automatic based on the Customizing settings under
Logistics – General Equipment and Tools Management (ETM) Operations and Functions
Document Types
Measurement Document Entry
Measurement Document Entry in PBE Documents
.
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12. You only have to assign one or two measuring point(s) to the equipment item the first time you enter a PBE document for this equipment item.
Note
The Measuring Point must have already been defined in the equipment master record under
also required in Customizing for ETM and Plant Maintenance .
Extras
Measuring points/counters
. Settings are
13. Choose Execute. A dialog box appears, displaying the selected measurement point(s) for the equipment.
14. Accept this data.
15. Enter the performance/activity units for the appropriate days.
Note
The system only displays the measurement document for entering the counter reading on the day that has been defined in Customizing for ETM
under
Operations and Functions
Document Types
Define Document Types
. Enter the correct value for the counter reading and choose
Back .
16. Place the cursor in the quantity field for the date. You can branch to the measuring document for this day (if one exists) by choosing
Details
Measuring document Display
.
17. You can display information on the activity type, number of hours and the utilization of capacity as a percentage in the time period you have entered by
choosing Usage statement .
18. Save your entries.
A message confirming that the data for the PBE documents has been saved appears at the bottom of the screen.
19. If no stock exists you can park the PBE document using
PBE Document Park Item Park Item
.
20. You can park or release the PBE document using report /SAPCEM/AUSPARKEN_LGBELEG.
21. You can delete or reverse LG documents that are not settled.
Result
PBE documents have been created.
You can display PBE documents that have been entered by choosing Document List for PBE and making the appropriate selection. You can display
additional information such as date created, user, measuring point and so on with
Select Item Choose detail
.
If you want to change existing PBE documents proceed as described in points 1 to 7 above, make the desired changes, and save.
Note
If you want to delete an item, select it and choose Delete Line .
1.2.2.4.2 Displaying a PBE Document
Prerequisites
Performance/Activity units have already been entered for the period of time in question.
Procedure
1. On the initial screen choose
Logistics
Equipment and Tools Management Transaction Data
The Display PBE Document: Initial Screen appears.
2. Enter the document type and choose Enter .
The PBE Document (MACHINES) Display Header and Item Data: Detail screen appears.
Documents
PBE Documents
Display
.
Note
The system only displays document types of document category PBE document .
3. Enter the relevant period and recipient, and choose Enter .
Note
Evaluations and Reporting Functions:
You can display a list of PBE documents by choosingDocuments
PBE Documents
Document List for PBE Document List for PBE.
You can display this information in graphical form by choosingDocuments
PBE Documents
Document List for PBE Evaluation of Hours.
You can display PBE documents by choosingDocuments
PBE Documents
Document List for PBE
Display PBE Document.
1.2.3 Calendar Maintenance
Use
In accordance with settings for the Settlement Calendar (date, activity type and access sequence), you can takes changes of activity type into account in
settlement without shipping documents having previously been created.
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Likewise, performance-based equipment documents (PBE documents) can be generated with the Filler Calendar for Performance-Based Equipment in
accordance with the settings for date, activity type and access sequence for this calendar.
Integration
The data that is created by calendar maintenance is processed using the condition technique in the SD order.
Prerequisites
The settlement calendar only takes shipping documents into account.
The PBE filler calendar only takes effect for performance-based equipment (PBE documents).
Features
In accordance with the access sequence that has been defined for settlement, the settlement calendar simulates a change of activity type.
The PBE filler calendar creates missing PBE documents or completes existing PBE documents that are incomplete.
Activities
The appropriate settings must have been made in Customizing and appropriate transaction data must have been defined.
1.2.3.1 Settlement Calendar
Use
The settlement calendar enables you to enter and store important settlement data for equipment on different levels per day or period of time. It consists of the
following functions:
Creating a Settlement Calendar
Releasing Entries in a Settlement Calendar
Integration
You have to release all the entries in the settlement calendar after you have entered them. Entries in the settlement calendar will not be taken into account in
the Generation of SD Orders until they have been released.
Prerequisites
You can make settings in Customizing to control the following:
which settlement and activity type is taken into account in the settlement calendar
whether the settlement calendar or the document activity and settlement type is dominant (Customizing for
Equipment and Tools Management
(ETM) Operations and Functions
Settlement Settlement Calendar
)
which access sequences the system uses (Customizing for
Equipment and Tools Management (ETM) Operations and Functions
Settlement
Pricing
).
Features
Users should make entries in the settlement calendar. Releasing entries has a major impact on the generation of SD orders. The release acts as a type of
control mechanism and should be carried out by an authorized person.
The settlement calendar is only of relevance for shipping documents and not for PBE documents.
Example 1
Equipment is in operation on usage site A from 12.01. – 12.30. No work is done on usage site A on 12.12. due to severe weather conditions. So that this can
be taken into account in settlement, the appropriate activity type for bad weather is set on usage site level for this site and on this date.
Result in settlement: the activity type for bad weather is used in settlement for all equipment on this usage site and on this date Equipment is split into
several SD items in ETM Settlement . Different settlement condition records can be used depending on the activity and settlement type. You can define these
using condition techniques in the SD module.
Example 2
The whole company is shut down from December 24 th until January 3 rd . If you want this to be taken into account in settlement, you must make appropriate
settings on the highest access level (company code).
Result in settlement: all equipment on all usage sites in this company code is settled with activity and settlement type “shutdown” from 12.24. – 01.03.
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Example
The following hierarchical levels have been defined:
Debited company
Debited company
Debited company
Debited company
Debited company
code – debited business area – recipient – equipment (most exact setting)
code – debited business area – recipient – equipment type
code – debited business area – recipient
code – debited business area
code (least exact setting)
1.2.3.1.1 Creating a Settlement Calendar
Prerequisites
The access sequences and activity and settlement types used in the settlement calendar must have been defined in Customizing.
Procedure
On the initial screen choose Logistics → Equipment and Tools Management → Transaction Data → Calendar Maintenance → Settlement Calendar →
Create Current .
The Create Settlement Calendar screen appears.
Place the cursor on the access sequence that you want to use and choose Edit → Choose or double-click on the appropriate access sequence.
Debited company code – debited business area – recipient
Enter the appropriate factory calendar and select the data for the conditions.
Choose Execute .
A screen displaying the settlement calendar appears.
Place the cursor on the required date and choose Assign . Proceed with (9) if you wish to work without block selection.
If you wish to select a period of time, for example from 12.05. until 12.20., place the cursor on 12.05. and choose Select block limit . Then place the cursor
on 12.20. and choose Select block limit again. The period of time that you have selected is shown in a different color. Choose Assign .
Choose a settlement type in the dialog box that appears by double-clicking on it (use F4 possible entries help) and then choose Copy .
The period of time that you have just defined is now displayed in the color of your chosen activity type (settings in Customizing). You can delete an
assignment by selecting another period of time and choosing Functions ® Undo assignment.
Save your entries.
A message confirming that the requirements have been saved appears at the bottom of the screen.
Result
As for the access sequence, the desired settlement type has been assigned to the period of time that you have defined. The shipping document items are split
when the SD orders are generated.
Shipping document from usage site 1 to usage site 2, document date Dec. 5 th with activity type “in operation”. Equipment 4711 remains on usage site 2 until
Jan. 10 th. The settlement calendar dictates “shutdown” from Dec. 23 rd until Dec. 31 st.
Result of settlement on Dec. 31 st:
Item 10, equipment 4711: Dec. 5 th until Dec. 22 nd Settlement with activity and settlement type “in operation”
Item 20, equipment 4711: Dec. 23 rd until Dec. 31 st Settlement with activity and settlement type “shutdown”
You can find further information on procedures under Releasing Records from the Settlement Calendar .
1.2.3.1.2 Releasing Records from the Settlement Calendar
Prerequisites
Periods of time must have been defined in the settlement calendar and appropriate settlement types must have been assigned to them. You can find further
information under Creating a Settlement Calendar .
Procedure
On the initial screen choose Logistics → Equipment and Tools Management → Transaction Data → Calendar Maintenance → Settlement Calendar →
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Release Current
The Release Settlement Calendar screen appears.
In the same way as for Create Settlement Calendar , you have to access the calendar at a certain level. In accordance with the authorization concept, you
can release records directly from the highest level (company code).
Choose the appropriate access sequence (level).
Select the data for the conditions.
Choose Execute . A screen displaying the settlement calendar appears.
Choose Release current .
The structure (release list) appears as follows:
Not released
Released
Rejected
Choose Edit → Expand
The system displays the entries that have been entered in the settlement calendar (levels) under their corresponding status.
Place the cursor on the level that you would like to release and choose Edit → Select
Choose the Release icon or Release → Release from the menu.
The level and period of time you have just released is displayed in the structure under Being processed (In process) → Release
Save your settings.
You automatically return to the settlement calendar. Repeat steps 6 and 7.
The system displays the levels you have released in the structure under Released .
You can cancel the release on the level (period of time) as long as it has not been included in an SD settlement run. After it has been included in the run, you
can no longer cancel the release.
If you want to cancel the release, select the appropriate level. Choose Edit → Release → Cancel release . The system then displays this level in the
structure under Not released .
You can also reject a release. If you want to do this, the entry cannot have been released and must still appear in the structure under Not released .
Select the appropriate entry. Choose the Release → Reject release . A dialog box appears. Enter a reason for the rejection in this dialog box. The reasons
for rejection must have been defined beforehand in Customizing.
Accept this data.
If you choose Release → Data entry information you can display information on the period of time entered, activity type, reason for rejection, user name and
the date on which this record was entered in the system.
Result
The entries in the calendar have been released or rejected. They can now be included in SD Settlement .
Several equipment items with activity type “in operation” were sent to recipient A with a shipping document on March 1 st.
Data is entered and released from the settlement calendar for March 3 rd with the activity type “downtime” for recipient A. (Customizing settings dictate that
the settlement calendar takes precedence over the document activity and settlement type for the activity type “downtime”).
Result of Settlement on March 30 th:
Equipment is settled as follows for recipient A:
From 03.01. - 02.03. using activity type In operation
From 03.03. - 03.03. using activity type Downtime (from settlement calendar)
From 03.04. – 03.30. with activity type “in operation”
Comparison:
If you wanted to achieve this result with shipping documents, you would have to proceed as follows:
manually change the activity type of all pieces of equipment on recipient A on March 3 rd to “downtime”
manually change the activity type of all pieces of equipment on recipient A as of March 4 th back to “in operation”
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1.2.3.1.3 Entry List
Use
The entry list displays which user made which entries in the settlement calendar.
Prerequisites
Entries have been made in the settlement calendar. You can find further information under Creating a Settlement Calendar .
The entries in the settlement calendar should not have been released.
Procedure
1. On the initial screen choose
Logistics
Equipment and Tools Management
(The ETM – Transaction Data screen appears.)
2. Choose
Calendar Maintenance Settlement Calendar Entry List.
The Entry List Settlement Calendar screen appears.
3. Enter appropriate data in the Created by , Date or Activity type fields.
4. Choose
Program Executeor theExecuteicon.
Transaction Data.
Result
Entries that not yet been released from the settlement calendar are displayed in accordance with your selection criteria.
1.2.3.2 Filler Calendar for PBE
Use
The PBE filler calendar generates missing PBE documents or completes existing PBE documents that are incomplete. In praxis it is used as a type of
controlling mechanism or “educational measure”.
Example
The construction workers/the construction site manager has forgotten to enter PBE documents for excavator A on 04.04. The excavator was being
repaired on this date, however the missing 8 hours for the 04.04. are nevertheless still filled and settled with activity and settlement type “in operation” as
defined in the filler calendar for PBE.
Integration
PBE documents that are then taken into account in the Generation of SD Orders are generated by the following function:
Filling Performance-Based Equipment Documents
Prerequisites
At least one unit of activity must have been entered manually for the equipment in the commissioning period.
If you want to be able to complete/fill PBE documents, you must have defined a separate document type for which the Generate hours indicator has
been set. (Customizing for Equipment and Tools Management (ETM) under
Operations and Functions
Document Types
Define Document
Types
and Assign Activity Types per Document Type ).
You must have defined for which activity type you want missing daily documents to be created or existing documents to be completed. You can do this
in Customizing for
Equipment and Tools Management (ETM) under Operations and Functions
Settlement Filler Calendar for Performance-Based
Equipment Maintain Filler Calendar for Performance-Based Equipment
.
Features
You can define, on different levels and for each activity type, the maximum number of hours that the system creates or fills with which activity type if there are
gaps in the documents.
The PBE filler calendar is only relevant to performance-based equipment.
Activity
You can find further information under Creating a Filler Calendar for Performance-Based Equipment .
1.2.3.2.1 Creating a Filler Calendar for Performance-Based
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1.2.3.2.1 Creating a Filler Calendar for Performance-Based
Equipment
Prerequisites
If you want entries in the PBE filler calendar to be taken into account, you must ensure that the following prerequisites have been fulfilled:
the equipment type for the equipment in question must be defined as subject to an inventory check
the indicator for the PBE filler calendar must be set correctly in the recipient master record
Procedure
1. On the initial screen choose
Logistics
Equipment and Tools Management Transaction Data
Current
.
The Maintain Filler Calendar for Performance-Based Equipment screen appears.
2. Select your desired access sequence and then choose
Edit Choose
.
Calendar Maintenance
PBE Calendar
Create
Recommendation
Debited company code – recipient type
3.
4.
5.
6.
7.
Enter the appropriate factory calendar and select the data for the conditions.
Enter the appropriate activity and settlement type defined in Customizing for the following:
COMPLETE REPORTS (ActivityType)
CREATE REPORTS (ActivityType)
Choose Execute .
A screen displaying the filler calendar for performance-based equipment appears.
8. Place the cursor on the required date and choose Assign . Proceed with (10) if you wish to work without block selection.
9. If you wish to select a period of time, for example from 02.01. until 02.28., place the cursor on 02.01. and choose Select block limit . Then place the
cursor on 02.28.and choose Select block limit again. The period of time that you have selected is shown in a different color. Choose Assign .
10. A dialog box appears. Define for how many hours per day you want PBE documents to be completed or missing ones created and choose Copy .
Please note that there are separate entry options for public holidays and days that are not workdays.
Note
The period of time that you have just defined is now displayed in the color of your chosen activity type (settings in Customizing). You can delete an
assignment by selecting another period of time and choosing
Functions
Undo assignment.
11. Save your entries.
A message confirming that the requirements have been saved appears at the bottom of the screen.
Result
Your entries have been made in the filler calendar for performance-based equipment. You can find further information under Filling a Performance-Based
Equipment Calendar .
1.2.4 ETM Settlement
Purpose
When talking about ETM settlement, we are referring to automatic SD Order Generation including its determination of the appropriate condition types for the
individual activity and settlement types per usage site and then subsequent billing and updating in FI/CO.
ETM settlement automates the complex internal and external creation of SD documents. SD orders are generated on the basis of existing shipping and PBE
documents. It does not make any difference whether the objects are in the same company code or in different company codes. The system converts the
shipping documents and PBE documents into SD orders. These SD orders can then be billed.
You can settle equipment according to commissioning (corresponding to the date of the shipping document and using exact days) or according to activity
(corresponding to the performance-based equipment document and using exact hours). Usually (old logic) you determine the settlement type that you use
(commissioning only, activity only, both, neither) using the indicator Stock check per equipment type for performance-based equipment in Customizing for
ETM, and the indicator PBE or TBE in the recipient master record of the recipient for settlement. (Settle PBE as per TBE) controlled in the recipient master
record of the settlement-relevant recipient.
The new settlement logic derives the settlement type from two indicators in the equipment master record (by commissioning, by activity) and the abovementioned indicator in the recipient master record. The system settles shipping documents if the indicator Settlement by commissioning is set in the
equipment master. The system settles performance-based equipment documents (PBE documents) if the indicator Settlement by activity is set in the
equipment master and the indicator Settl PBE as TBE is not set in the recipient master.
In Customizing for ETM under
Operations and Functions
Settlement Settlement Basic Data
the indicator of the same name if you want to execute settlement according to the new logic.
New Logic SD Settlement PBE as TBE
you can set
Prerequisites
Shipping Documents and PBE Documents must exist.
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Process Flow
In praxis, a central body (depending on authorization group) usually starts the settlement run a few days after the end of the month since it is presumed that all
the shipping documents and PBE documents have been entered in the system by then. You should execute these functions connected with settlement in the
following order:
Location Setup
Completion of PBE Documents
Check Recipient
Generating SD Orders
Postprocess Input
Check SD Orders
Settlement List
Result
The system has generated internal and external SD orders.
1.2.4.1 Stock Control
Use
This is a function that finds missing shipping documents or incorrect stock data and displays this information in a table with colors to ease comprehension. It
is only sensible to use the stock control function for chaotic inventory management. You should perform a stock control before you execute the Location
Setup .
Activities
If the stock control function finds incorrect documents, you have to correct the errors before you continue. You must repeat the above step until you have
corrected all the errors. The last run should be an update run.
1.2.4.1.1 Performing a Stock Control
Procedure
1. On the initial screen choose
Logistics
Equipment and Tools Management Transaction Data
The Stock Control screen appears.
2. You can make appropriate restrictions using the recipient, equipment or materials.
3. Choose Execute.
Settlement
Stock Control.
Result
The system displays a hit list. You can change this list by choosing
Settings
Display variant
Current...
.
1.2.4.2 Location Setup
Use
This function is used in conjunction with chaotic Inventory Management . It enables you to keep the correct chronological order of shipping documents for
equipment (equipment items and multipart equipment) and materials.
Integration
If chaotic inventory management is being used, you must have executed a complete location setup before SD orders can be generated in ETM Settlement .
This ensures that the documents from chaotic inventory management are transferred to historical stock from where they can then be included in settlement.
Only authorized persons should execute a location setup since the location setup changes the status of the shipping documents definitively. You can no
longer make any more changes to the shipping documents after location setup has been executed.
Prerequisites
Incorrect stock chains must have been corrected using the Stock Control function. You must correct any stock errors for equipment items before you can
execute a location setup. As far as multipart equipment and materials are concerned, it is advisable to correct any errors before executing a location setup.
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Recommendation
You should correct missing parts and shortfall quantities for multipart equipment and materials manually at regular intervals.
Activities
Execute the location setup directly or in the background. Background processing has the following advantages:
Incorrect stock chains are transferred to historical stock and saved automatically.
The system displays incorrect stock at the end of the location setup and you can then correct these errors.
1.2.4.2.1 Executing a Location Setup
Procedure
1. On the initial screen choose
Logistics
Equipment and Tools Management Transaction Data Settlement Location Setup.
2. Select your data using the restrictions for date, recipient (only for multipart equipment and materials), equipment and materials or execute a complete
location setup before ETM settlement.
3. Choose
Program Execute in background
.
Caution
If you want to run an update run, remove the Test run indicator. If you only want to display the error log (and not a list of stock) set the indicator
Only display error log . If you set the indicator Negative stock allowed the system allows negative stock for multipart equipment and material in
the location. To avoid problems during settlement do not set this indicator. The system does not consider negative stock during settlement.
4.
5.
6.
7.
8.
Choose Execute.
The system displays a list containing all the data for your selection.
Save the location setup.
Correct erroneous entries and execute the location setup again. Repeat this procedure until you have corrected all the errors.
Save the location setup.
Result
You have created historical stock that can be taken into account in settlement.
1.2.4.3 Completion of PBE Documents
Use
The filler calendar for performance-based equipment allows you to do the following for internal activity settlement:
Create a performance-based equipment (PBE) document for missing days (days that have not been accounted for at all) and fill these days with, for
example, the activity and settlement type “in operation”.
Complete reports for days on which a PBE document exists but has not been fully maintained (in other words, fill gaps in the report up to a maximum
number of hours per day).
Integration
You can make Customizing settings to determine whether the Settlement Calendar or the Performance-Based Equipment Calendar takes precedence in SD
settlement.
Prerequisites
In the appropriate recipient master record, you must have defined whether you want missing PBE documents to be created and/or existing ones to be
completed
Whether you want the acquisition date and the retirement date for PBE to be taken into account when hours are generated (taking the presumptions
below into account)
You must know the location of the performance-based equipment via the shipping documents (historical stock)
You can only create or complete hours for periods of time for which at least one PBE document has been entered manually.
The equipment type for the performance-based equipment must be relevant to stock checks.
Features
Creates a separate document type for generated PBE documents from the filler calendar for PBE.
Before the monthly settlement run for PBE takes place, the system displays in color the periods of time on usage sites where no equipment activity in the
form of PBE documents has been entered. You should pay particular attention to the retirement date at the submitting usage site and the acquisition date at
the receiving usage site.
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The following presumptions have been made:
The standard case accounts for a constant (daily) change of PBE. This means that the system does not generate any hours on the retirement date (for
example, retirement date for sending usage site is 02.22.). Presumption is that a PBE document will be entered for the receiving party on the acquisition
date (02.22.).
If neither the sending party nor the receiving party enter a PBE document, PBE documents are generated with the activity type “in operation” for both
parties.
In the case of onward delivery (usage site to usage site), it is presumed that hours will not be generated by the other party if at least one PBE document
has been entered on either the retirement date (submitting usage site) or the acquisition date (receiving usage site).
1.2.4.3.1 Filling PBE Documents
Prerequisites
PBE documents that have been entered manually
Entries must have been made in the calendar (see: Creating a Filler Calendar for Performance-Based Equipment ).
The indicator for filling PBE documents must have been set in the recipient master record.
Procedure
1. On the initial screen choose
Logistics
Equipment and Tools Management Transaction Data Settlement Fill PBE Documents.
The Fill PBE Documents screen appears.
2. Enter the document type that has been defined specially for the PBE filler calendar.
3. Enter the appropriate sales area (sales organization, distribution channel, division) and the settlement period.
4. Choose Execute.
A screen displaying the commissioning time for the equipment (according to the shipping document) on the usage site appears. There may be the
following entries:
Location record with PBE documents exists
Location record without PBE documents exists
5.
Fill the document using Edit Create/Enhance PBE Documents (F5)
or using function Create/Enhance PBE Documents (F5). The display
changes. The following key appears:
Do not create/complete, PBE document exists
Do not create/complete, no PBE document exists
Missing daily documents are created
Existing daily documents are completed
6. Save the PBE documents.
Result
You have created and/or completed PBE documents.
Example
Settings:
Period Feb. 1 st until Feb. 29 th has been defined with create/complete up to 8 hours incl. (but no hours should be generated at the weekend or on public
holidays). Complete hours with the activity and settlement type “downtime” and create hours with the activity and settlement type “in operation”.
In the recipient master record of usage sites 100050 and 100004 the PBE Documents are set to Create (1) and Enhance (2). This indicator will only
take effect if the stock check for PBE has been set in Customizing.
A stock check has been defined for equipment type 2000, for example. This means that you must enter a shipping document before a PBE document can
be entered.
The retirement date PBE ( RetireDate/PBE ) and acquisition date PBE ( Acq. dte counts ) indicators have been set for recipient 100050 and 100004, in
other words, these dates will be taken into account when the PBE calendar is filled.
Example 1
1.2.4.3.1.1 Example 1 (With Shipping Document)
Equipment 300000007 (PBE)
01.02. Shipping document (acquisition), activity type “in operation”
22.02. Shipping document (shipping) from usage site 100050 to usage site 100004, activity type “in operation”
Usage site 100050 (sending site)
02.02. PBE document, 3 hours entered with activity type “in operation”
12.02. PBE document, 3 hours entered with activity type “in operation”
14.02. PBE document, 3 hours entered with activity type “in operation”
15.02. PBE document, 3 hours entered with activity type “in operation”
21.02. PBE document, 3 hours entered with activity type “in operation”
Usage site 100004 (receiving site)
No PBE document entered
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Result of Filler Calendar for PBE for Recipient 100050
01.02.
Acquisition date counts (recipient master record) – a daily document with 8
hours is generated
02.02.
3 hours – PBE document – 5 hours filled in to make a total of 8 hours
03. + 04.02.
Daily document generated on both days, each with 8 hours
05. + 06.02.
Weekend (settings dictate that no generation takes place)
07. - 11.02.
Daily document generated on both days, each with 8 hours
12.02.
3 hours – PBE document– no hours generated at the weekend
13.02.
Weekend (no document exists)
14. + 15.02.
every 3 hours – PBE document – 5 hours filled in to make a total of 8 hours
16. - 18.02.
Daily document generated on both days, each with 8 hours
19. + 20.02.
Weekend
21.02.
3 hours – PBE document – 5 hours filled in to make a total of 8 hours
22.02.
Set as retirement date but no hours generated because the system presumes that a
PBE document will be generated by the receiving party for onward delivery, or else
settlement will be time-based and take place on the basis of the shipping
documents.
Result of Filler Calendar for PBE for Recipient 100004
The filler calendar for PBE has not generated any PBE documents.
Result of Settlement on Feb. 29thfor Recipient 100050
01.02.
8 hours in operation from generated daily document (acquisition date)
02.02.
3 hours in operation from PBE document and 5 hours downtime from completed
PBE document
03. + 04.02.
8 hours in operation from generated daily document for both dates
07. - 11.02.
8 hours in operation from generated daily document for both dates
12.02.
3 hours in operation from PBE document (Saturday not completed)
14. + 15.02.
3 hours in operation from PBE document and 5 hours downtime from completed
PBE document for both dates
16. - 18.02.
8 hours in operation from generated daily document for both dates
21.02.
3 hours in operation from PBE document and 5 hours downtime from completed
PBE document
22.02.
No hours (retirement date)
Result of Settlement on Feb. 29thfor Recipient 100004
Settlement on the basis of the shipping documents.
If no PBE document has been entered for the whole period of time, then settlement is performed on the basis of the shipping documents.
Note
Key for the traffic lights:
Green: executed in accordance with settings in the filler calendar for PBE
Yellow: would be executed (hours generated and filled) but the settlement calendar has precedence over the filler calendar for PBE (in accordance with
settings in Customizing)
Red: not executed (no hours generated or filled)
Example 2
1.2.4.3.1.2 Example 2 (Without Shipping Document)
Equipment 300000004 is delivered to usage site 100050 on Feb. 1 st (without a shipping document).
Usage site 100050 (sending site)
12.02. PBE document, 3 hours entered with activity type “in operation”
14.02. PBE document, 3 hours entered with activity type “in operation”
17.02. PBE document, 3 hours entered with activity type “in operation”
The equipment is sent from usage site 100050 to usage site 100004 on Feb. 22 nd .
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Equipment type 2000 has not been defined as relevant to stock checks.
Result of Filler Calendar for PBE for Recipient 100050
Message: no data to be processed exists in period 02/2000.
In other words, you cannot generate hours using the filler calendar for PBE without having entered a shipping document (historical stock record).
Result of Settlement on Feb. 29thfor Recipient 100050
3 hours in operation (PBE document) on Feb. 12 th , 14 th and 17 th = total of 9 hours settled.
Example 3
1.2.4.3.1.3 Example 3
As example 1, but:
Usage site 100050 (sending site)
Feb. 22 nd PBE document, 3 hours entered with activity type “in operation”
Usage site 100004 (receiving site)
22.02. No PBE document entered
23.02. PBE document, 3 hours entered with activity type “in operation”
Result of Filler Calendar for PBE for Recipient 100050
22.02.
3 hours according to PBE document, nothing is entered
Result of Filler Calendar for PBE for Recipient 100004
22.02.
No hours are generated (acquisition date)
23.03.
3 hours – PBE document – 5 hours filled in to make a total of 8 hours
Result of Settlement for Recipient 100050
22.02.
3 hours in operation (PBE document)
Result of Settlement for Recipient 100004
22.02.
No calculation
23.02.
3 hours in operation from PBE document and 5 hours downtime from completed
PBE document
Example 4
1.2.4.3.1.4 Example 4 (Special Case)
As example 1, but:
Usage site 100050 (sending site)
22.02. No PBE document entered
Usage site 100004 (receiving site)
22.02. No PBE document entered
23.02. 3 hours in operation (PBE document)
Result of Filler Calendar for PBE for Recipient 100050
22.02.
Daily document with 8 hours generated (retirement date)
Result of Filler Calendar for PBE for Recipient 100004
22.02.
Daily document with 8 hours generated (acquisition date)
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23.02.
3 hours – PBE document – 5 hours filled in to make a total of 8 hours
Result of Settlement for Recipient 100050
22.02.
8 hours in operation from generated daily document
Result of Settlement for Recipient 100004
22.02.
8 hours in operation from generated daily document
23.02.
3 hours in operation from PBE document and 5 hours downtime from completed
PBE document
Example 5
1.2.4.3.1.5 Example 5
As example 1, but:
Usage site 100050 (sending site)
22.02. 3 hours in operation (PBE document)
Usage site 100004 (receiving site)
22.02. 3 hours in operation (PBE document)
Result of Filler Calendar for PBE for Recipient 100050
22.02.
3 hours (PBE document) – since this is a retirement date, no hours are
completed/filled
Result of Filler Calendar for PBE for Recipient 100004
22.02.
3 hours (PBE document) – since this is an acquisition date, no hours are
completed/filled
Result of Settlement for Recipient 100050
22.02.
3 hours in operation (PBE document)
Result of Settlement for Recipients 100050 and 100004
22.02.
3 hours in operation (PBE document)
Example 6
1.2.4.3.1.6 Example 6
As example 1, but:
Usage site 100050 (sending site)
22.02. No PBE document entered
Usage site 100004 (receiving site)
22.02. 3 hours in operation (PBE document)
Result of Filler Calendar for PBE for Recipient 100050
22.02.
No hours are generated (retirement date)
Result of Filler Calendar for PBE for Recipient 100004
22.02.
3 hours (PBE document) – since this is an acquisition date, no hours are
completed/filled
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Result of Settlement for Recipient 100050
22.02.
No calculation (retirement date)
Result of Settlement for Recipient 100004
22.02.
3 hours in operation (PBE document)
Example 7
1.2.4.3.1.7 Example 7 (Retirement)
As example 1, a shipping document is created on Feb. 22 nd with the activity type “retirement” (equipment will be scrapped).
Usage site 100050 (sending site)
22.02. No PBE document entered
Result of Filler Calendar for PBE for Recipient 100050
22.02.
Daily document with 8 hours generated (retirement date)
Result of Settlement for Recipient 100050
22.02.
8 hours in operation from generated daily document
Example 8
1.2.4.3.1.8 Example 8 (Retirement Date Not Set in Recipient
100050)
As example 1, but:
Usage site 100050 (sending site)
22.02. No PBE document entered
Usage site 100004 (receiving site)
22.02. No PBE document entered
23.02. 3 hours in operation (PBE document)
Result of Filler Calendar for PBE for Recipient 100050
22.02.
No hours are generated (retirement date)
Result of Filler Calendar for PBE for Recipient 100004
22.02.
Daily document with 8 hours generated (acquisition date)
23.02.
3 hours – PBE document – 5 hours filled in to make a total of 8 hours
Result of Settlement for Recipient 100050
22.02.
No calculation (retirement date)
Result of Settlement for Recipient 100004
22.02.
8 hours in operation from generated daily document
23.02.
3 hours in operation from PBE document and 5 hours downtime from completed
PBE document
Example 9
1.2.4.3.1.9 Example 9 (Acquisition Date Not Set in Recipient
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1.2.4.3.1.9 Example 9 (Acquisition Date Not Set in Recipient
100004)
As example 1, but:
Usage site 100050 (sending site)
22.02. No PBE document entered
Usage site 100004 (receiving site)
22.02. No PBE document entered
23.02. 3 hours in operation (PBE document)
Result of Filler Calendar for PBE for Recipient 100050
22.02.
Daily document with 8 hours generated (retirement date)
Result of Filler Calendar for PBE for Recipient 100004
22.02.
No hours are generated (acquisition date)
23.02.
3 hours according to PBE document are extended by 5 hours to make a total of 8
hours
Result of Settlement for Recipient 100050
22.02.
8 hours in operation from generated daily document
Result of Settlement for Recipient 100004
22.02.
No calculation (acquisition date)
23.02.
3 hours in operation from PBE document and 5 hours downtime from completed
PBE document
1.2.4.4 SD Order Generation
Use
This function automatically transfers all shipping documents and PBE documents up to a freely definable date (settlement date) to SD orders (customerspecific conditions are taken into account).
Prerequisites
You have entered all the shipping documents and PBE documents for the defined period of time. The settlement run that is triggered when you run the program
ultimately ends a settlement period to such an extent that you can no longer create or change the affected shipping and PBE documents in retrospect
(because the document status is changed).
The system does not generate SD order items for retirement documents. The system assigns a retirement status to retirement documents.
Only documents for which the activity type has been defined as relevant to settlement in Customizing are taken into account.
Features
ETM settlement makes all the necessary checks on recipient and equipment master data, including a check to determine whether the equipment activity type
is also a settlement type. The system generates SD orders from shipping documents and PBE documents (taking the settlement calendar into account).
When you start the program, the system checks whether it is dealing with dependent or independent equipment and generates different batch jobs in the
background according to this criterion.
Dependent equipment refers to equipment for which there can be both shipping documents and PBE documents for a recipient in the same period of time.
(Equipment type is relevant to stock check.) Independent equipment refers to equipment for which there can only be shipping documents. (Equipment type is
irrelevant to stock check).
Recommendation
You should perform an ETM Test Settlement Run and correct any outstanding errors before you start an update run.
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Activities
Include all the documents in settlement or select the data you wish to include via the document number, ship-to party or company code.
You can distinguish between SD orders that are generated automatically and those that are created in dialog. The system assigns a number for each update
settlement run that is generated automatically. This number is entered as the order number for the generated SD order. The order date is the date of the
settlement run. For each item in the SD order, you can also find the original document and item numbers for the shipping document or PBE document.
Result
Generated SD orders.
1.2.4.4.1 Settlement of Activity and Delivery
Purpose
The amount of activity that is performed is settled for equipment. Delivery and return delivery is settled for materials.
The system generates documents and postings automatically during ETM settlement of equipment activity and material deliveries. This ensures that ETM
mass data can be processed successfully.
Organizational structures in ETM are determined in accordance with (1) the providing party (equipment) and settings for the PM order administrator, for
example, and (2) the account assignment object to be debited in the recipient master record. (You can make posting rule settings in Customizing to determine
this).
Process Flow
The system separates settlement of activity and delivery automatically into internal cost settlement and external customer settlement (joint ventures)
during the ETM settlement run.
Since ETM uses a providing and debited party as a base for calculations, additional posting rules have been defined that control debiting and crediting of the
account assignment objects for each party. If required, these posting rules can be automatically redirected (per condition type) to account assignment objects
(for example, collective cost center) other than those that have been defined in the equipment master record and in the recipient/customer master record. For
further information on this subject, please see the appropriate documentation in the Implementation Guide (IMG).
Price determination for settlement purposes usually takes place using equipment specification catalogs. However, it can also be based on price lists and
prices that have been entered directly in the equipment master record.
Result
Generated SD orders.
1.2.4.4.1.1 Settlement of Time-Based Equipment
Prerequisites
The basis for settlement of time-based equipment is:
the shipping document (acquisition documents, shipping documents, changes of activity type and retirement documents)
the appropriate activity and settlement type (AS type), for example, “in operation”, “available for use”, “downtime”
the Settlement Type in the Recipient Master Record
the commissioning time in days, the factory calendar and the number of days per month in the recipient master record
the Catalog (a type of equipment specifications list) for pricing purposes
Caution
The system checks the following:
whether the equipment type of the equipment (in Customizing) is relevant to stock checks
which recipient master record is used for settlement (3-level hierarchy)
Example
Presumption 1:
Equipment 4711 has been defined as an equipment item with equipment type 2000 in the equipment master record.
Settings in Customizing for ETM:
Under Equipment and Tools Management (ETM)
Operations and Functions
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Stock Check for Equipment
Inventory Management per Equipment
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Type for Shipping Documents
, the indicator ( InvM indicator) has been set for chronological inventory management.
Under Equipment and Tools Management (ETM) Operations and Functions
Stock Check for Equipment Stock Check per Equipment Type for
Performance Based Equipment
, the indicator ( InvM indicator) has been set for chronological inventory management.
Settlement type: complete month and remaining calendar days
Days/month: 30 days
Case study 1:
Equipment (for example, a crane) is sent to usage site A with a shipping document on Oct. 15 th . It remains at usage site A for the whole of the settlement
period. Settlement takes place on Oct. 31 st . The RetireDate/TBE indicator for time-based equipment is set for usage site A.
Result of settlement on Oct. 31 st: Calendar days determined from Oct. 15 th until Oct. 31 st = 15 days. The retirement date is of no consequence here. The
retirement date does not count until an actual retirement (scrapping, sale of equipment and so on) takes place.
The monthly depreciation and interest rate (lower value) is € 3,375.
Condition value: 15/30 * € 3.375 = € 1.687,50
Result of settlement on Nov. 31 st: Calendar days determined from Nov. 1 st until Nov. 12 th (incl. retirement date) = 12 days.
The monthly depreciation and interest rate is the same as above.
Condition value: 12/30 * € 3.375 = € 1,350
Case study 2:
The above equipment is sent to usage site B on Nov. 12 th where its activity type is changed several times. It is sent to usage site C on Dec. 20 th and it
remains there for the rest of the settlement period.
Usage site B: retirement date (TBE) does not count
Usage site C: Retirement date (TBE) counts
Result of Settlement on Nov. 30 th:
At usage site B:
An order item from 11.12 until 11.19. = 8 days in operation
An order item from 11.20. until 11.25. = 6 days available for use
An order item from 11.26. until 11.30. = 5 days downtime
Result of Settlement on Dec. 31 st:
At usage site B:
An order item from Dec. 1 st to Dec. 20 th = 19 days in operation (without retirement date – see above)
At usage site C:
An order item from Dec. 21 st to Dec. 31 st = 11 days in operation (acquisition date always counts for TBE)
Presumption 2:
Equipment 4711 has been defined as an equipment item with equipment type 2000 in the equipment master record.
Settings in Customizing for ETM :
Under Equipment and Tools Management (ETM) Operations and Functions
Stock Check for Equipment Inventory Management per Equipment
Type for Shipping Documents
, the indicator ( InvM indicator) has been set for chronological inventory management.
Under
Equipment and Tools Management (ETM) Operations and Functions
Stock Check for Equipment Stock Check per Equipment Type for
Performance-Based Equipment
, The indicator ( Stck indicator) has been set as being relevant to stock checks. In other words, if for organizational
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reasons PBE documents also existed for TBE, these would be taken into account in settlement.
Result of settlement: settlement would take place twice in this case – once using the shipping document as in case study 1 and a second time using the
PBE document.
Recommendation
To avoid this, you should block the PBE document against data entry for TBE.
1.2.4.4.1.2 Settlement of Performance-Based Equipment
Case Study 1: Shipping With Shipping Document
Prerequisites
The basis for settlement of performance-based equipment is:
the PBE Document with the actual number of hours worked on the usage site and the appropriate activity and settlement type (AS type) such as “in
operation”, “available for use”, “downtime”, and so on
the number of hours per month (in the recipient master record)
the Catalog (a type of equipment specifications list) for pricing purposes
The equipment type for the performance-based equipment must be relevant to inventory checks .
The activity type must point to an equipment activity (SAP Implementation Guide Logistics - General Equipment and Tools Management (ETM)
Operations and Functions
Activity Types and Settlement Types
Determine Activity Types and Settlement Types
Service Provider
indicator is the
equipment.
The PBE as TBE indicator in the recipient master record must not be set
Example
Standard case:
PBE is sent to the usage site with a shipping document on Feb. 1 st (historical stock record). PBE documents are created for the equipment. (04.02./06.02.
(February 4 th /6 th and 8 th , each 3 hours with activity and settlement type “in operation”).
Result of Settlement on Feb. 29 th:
On Feb. 4 th , Feb. 6 th and Feb. 8 th , each date with 3 hours in operation. 9 hours are included in settlement.
If there is no PBE document for the whole period of time, the shipping document is used as a basis for the settlement (from Feb. 1 st until Feb. 29 th ).
Caution
If the equipment type for the equipment is irrelevant to stock checks, then as far as ETM is concerned, you are dealing with time-based equipment. If both
shipping documents and PBE documents exist for the equipment, both are settled (double settlement).
Case Study 2: Shipping Without Shipping Document
Prerequisites
The basis for settlement of performance-based equipment is:
the equipment type for the equipment must not be relevant to stock checks. If it were, the equipment would have to have been sent to the usage site
using a shipping document.
only the PBE document should be flagged as allowed document category for this equipment in the equipment master record.
Example
PBE equipment is sent to a usage site without a shipping document (for example, on a heavy goods vehicle). No historical stock record is created.
Equipment activities are entered in the system using PBE documents .
Result of settlement: only the PBE document can be used in settlement. If no PBE documents had been created in the settlement period, no
activity would be included in settlement.
Case Study 3: Using theSettlement Calendar
Example
Settings:
Equipment 300000006 allowed for shipping documents and PBE documents, equipment type 2000 (relevant to stock checks) and recipient 100050.
Equipment is sent to recipient 100050 with a shipping document on Feb. 1 st (acquisition). A PBE document is entered with 3 hours in operation on Feb. 3
rd .
The settlement calendar enters activity and settlement type “downtime” on recipient level 100050 for Feb. 2 nd and 3 rd .
The equipment is sent from usage site 100050 to usage site 100051 on Feb. 5 th and it stays there for the rest of the settlement period. No PBE document
is entered for recipient 100051 over the entire period.
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Result of Settlement on Feb. 29 th:
Recipient 100050 is charged for 3 hours in operation on Feb 3 rd (PBE document).
Recipient 100051 is charged with activity type “in operation” from Feb. 5 th until Feb. 29 th (shipping document).
Caution
Since you are dealing with PBE, only the PBE document is settled for recipient 100050. Entries in the settlement calendar are irrelevant to
settlement in this case and are ignored.
Activities
Ensure that the PBE as TBE indicator in the ETM Settlement data view of the recipient master record is not flagged.
Define the equipment types for PBE equipment that you want to be settled using PBE documents as relevant to stock checks. You can do this in Customizing
for ETM under
Operations and Functions
Stock Check for Equipment Stock Check per Equipment Type for Performance-Based Equipment
.
1.2.4.4.1.3 Settlement of PBE as TBE
Use
ETM equipment activity can be settled differently for different recipients. For example, there is an indicator ( PBE as TBE indicator) in the recipient master
record that allows you to determine that the same equipment is settled as time-based equipment (TBE) for external recipients and as performance-based
equipment (PBE) for internal recipients.
Prerequisites
The basis for settlement of performance-based equipment as time-based equipment (PBE as TBE) is the shipping document.
The PBE as TBE indicator must have been set in the Recipient Master Record for the recipient that you want to include in settlement.
The equipment type for the equipment must be relevant to stock checks (= performance-based equipment).
The prerequisites from Settlement of Time-Based Equipment also apply.
Exception
If PBE has been sent to a customer using a shipping document and no PBE document has been created during the whole commissioning period, the PBE is
settled as though it were TBE (using the shipping document). This avoids the case of the customer not being billed at all.
Activities
Flag the PBE as TBE indicator in the Settlement data view of the recipient master record (see: Changing a Recipient Master Record .
1.2.4.4.1.4 Settlement of a Settlement Package
Prerequisites
Shipping documents containing settlement packages must have been entered in the system.
Activities
The following example helps to clarify the activities that are required:
Settlement package for excavator 4711 (fictitious equipment 4711) containing:
Equipment
Description
Qty
Percent
Equiv. number
4712
Digger
2*
6
4713
Shovel
5
3
The quantity per item only serves as information and is not relevant to settlement or inventory management. If you enter percentages, the total must equal
100%.
Basic rental price, according to the catalog (equipment specifications list)
Equipment 4712: € 275/month
Equipment 4713: € 75/month
1 x equipment 4711 with activity type “in operation” was sent with a shipping document (4 days in operation).
No. days/month indicator in the recipient master record = 30 days.
SD order created (conditions on item level)
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Item
Equipment
Qty
Value
10
4712
0,667
24,44
20
4713
0,333
3,33
Formula for determining the value of the order for each item: (axb/c) x base amount (basic price) x condition factor = order value per item.
a = quantity from shipping document
b = equivalence number from settlement package of appropriate item
c = sum of all equivalence numbers in package
condition factor = days in operation/days per month from recipient master record
Result of settlement
Item 10 (1 x 6/9) x 275 x 0.1333 = € 24.44
Item 20 (1 x 3/9) x 75 x 0.1333 = € 3.33
Note
The quantity in the SD item does not represent the physical quantity but the condition type for the settlement package. The quantity in the SD document is
multiplied accordingly for multipart equipment.
1.2.4.4.1.5 Settlement for Multipart Equipment
Prerequisites
Multipart equipment should not be performance-based.
The allowed document category in the equipment master record is shipping document. (PBE document should not be an allowed document category for
multipart equipment).
The equipment type of the equipment cannot be relevant to stock checks.
Example
10 drills (multipart equipment) are sent to usage site A with settlement and activity type “in operation” on May 1 st .
Display in Historical Stock
Settlement with activity and settlement type In Operation .
3 of these drilling machines are sent to usage site B on May 15 th . The remaining 7 drilling machines stay on usage site A for the whole of the settlement
period (until May 31 st ).
Display in Historical Stock
From May 5 th - 15.05. 10 machines on usage site A, settlement and activity type “in operation”.
From May 15 th - unrestricted-use stock = 7 on usage site A, activity and settlement type “in operation”
From May 15 th - unrestricted-use stock = 3 on usage site B, activity and settlement type “in operation”.
1) Usage site A with activity and settlement type “in operation” is completed by May 15 th .
Usage site A: new stock is created as of May 15 th for the remaining quantity of 7 with activity type “in operation”.
Usage site B: new stock is created as of May 15 th for the remaining quantity of 3 with activity type “in operation”.
Result of Settlement on May 31ston Usage Site A
10 units are settled with activity type “in operation” from May 1 st until May 15 th .
7 units are settled with activity type “in operation” from May 15 th until May 31 st .
Result of Settlement on May 31ston Usage Site B
3 units are settled with activity type “in operation” from May 15 th until May 31 st .
1.2.4.4.1.6 Settlement of Materials
Use
You must use an intermediate recipient if you want to send materials. This intermediate recipient usually represents the physical warehouse or storage
location.
Prerequisites
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The Intermediate Recipient field must have been filled in the shipping document in cases of onward delivery (automatic material sales/material
repurchase).
The system only takes those materials into account that are being sent internally (within the same company code or across different company codes).
External shipping is irrelevant here.
The activity type form the shipping document must have been assigned an onward delivery activity type (return delivery activity type).
The appropriate assignment sales/repurchase for material deliveries must have been made for the document and material type.
The shipping document type must have been assigned to the appropriate sales document types for internal and external material sales and material
repurchase.
The appropriate billing type must have been assigned to the sales/repurchase document type.
Different item categories (Standard SD and MM) must have been created for material sales and repurchase and these must have been assigned to item
category groups which, in turn, must have been assigned to the material.
1.2.4.4.2 Settlement Across Different Company Codes
Use
This type of settlement takes effect if you have more than one company code (legally independent company) in your enterprise. It does not matter which
company code the objects for settlement (PM order, WBS element, CO order and so on) belong to.
Posting rules determine which account assignment object is used to determine the company code for the providing and debited parties.
Integration
Numerous settings must be made in Customizing for ETM.
Prerequisites
All the company codes must use the same chart of accounts.
Features
This function uses electronic data interchange (EDI) to generate an outgoing invoice for one company code and an incoming invoice in another company code.
Settlement of tax is also taken into account.
Activities
The following example helps to clarify the activities that are required:
Short description
Equipment 4711
Company code 0001
Usage Location X
Company code 0002
Warehouse
Company code 0001
Shipping: From warehouse (company code 0001) to usage site X (company code 0002). An outgoing invoice (debit) is created in company code 0001.
Company code 0001
Posting key 01
Receivables co. code 0001 to co. code 0002
€ 1.160,-
Posting key 50
For example, PM order administrator for equi. 4711
€ 1.000,-
Posting key A1
Output tax
€ 160,-
EDI is triggered using message/output control. It posts an incoming invoice (credit) in company code 0002.
Company code 0002
Posting key 31
Payables co. code 0002 to co. code 0001
€ 1.160,-
Posting key 40
Usage Location X
€ 1.000,-
Posting key V1
Input tax
€ 160,-
For more information, see Example: Settlement Across Different Company Codes .
1.2.4.4.2.1 Example: Settlement Across Different Company Codes
Using EDI
Prerequisites
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Providing and debited account assignment objects belong to different organizational structures (company codes).
Equipment (PM order administrator = providing object) has been assigned to company code 0001.
Construction site (WBS element = debited object) has been assigned to company code 0002.
Material must have been created in the appropriate organizational structure.
Debtor must have been created for the appropriate sales area or for Financial Accounting (FI).
Procedure
Business background and task
Many companies manage their equipment in a separate company that is a legally independent unit with its own balance sheets and accounts. This is
represented by a company code in SAP (company code 0001).
The usage sites (for example, construction sites) can also belong to their own legally independent company and therefore have another company code
(company code 0002).
For this reason, and provided that you are not dealing with an integrated company, when using an equipment or material that belongs to company code 001 at
a usage site belonging to company code 002 you must create an outbound and inbound billing document with the relevant tax for each company code.
In other words, company code 0001 creates and posts an outbound invoice (debit). Company code 0002 posts an inbound invoice (credit).
How does the system deal with this task?
EDI can be used to avoid invoices from company code 0001 having to be entered manually in company code 0002.
When the outbound invoice from company code 0001 is created and posted, an inbound invoice is triggered in company code 0002 by means of
output/message control and EDI.
As far as company code 0001 is concerned, company code 0002 is a real customer and must therefore be entered as a customer (debtor) in the system, even
for the sales area.
As far as company code 0002 is concerned, company code 0001 is a real vendor and must therefore be entered as a vendor (creditor) in the system, even for
the purchasing organization.
Postings
Outbound invoice (debit) in company code 0001
01 Receivables for company code 0002 (usage site)
50 Cost element revenue from rental (accounted to providing party = PM order)
A1 Value-added tax (V.A.T.)
Automatic inbound invoice (credit) in company code 0002
31 Payables for company code 0001
40 Equipment rental costs (accounted to debiting party = WBS element for usage site)
V1 Input tax
Detailed description of the procedure and appropriate Customizing settings for cross-company code settlement with EDI
Equipment from company code 0001 is sent to a usage site in company code 0002 The PM order (administrator) for the equipment has been assigned to
company code/business area/plant (in our example, company code 0001). The equipment is the provider of the service (creditor).
The account assignment object for the recipient (in accordance with recipient type), for example WBS element or cost center has been assigned to company
code/business area (in our example, company code 0002). The usage site is the debtor.
a. Determining the sales area for the provider of the service (creditor)
ETM Settlement proceeds as follows:
The organizational data for the equipment and therefore its assignment to a company code/business area/plant is determined from the provider of the service =
equipment. Then the sales area for the equipment is defined in Customizing for ETM under Global Settings → Sales Area per Company Code/Business
Area/Plant . The system then also generates the SD order in this sales area.
In our example, this would be company code 0001 which is equivalent to sales organization 0001/distribution channel 01/division 01.
b. Determining the sales area for the debtor
The appropriate sales area is determined from the account assignment object for the debtor = usage site.
In our example, this would be company code 0002 which is equivalent to sales organization 0002/diistribution channel 02/division 02.
c. Determining the customer (internal settlement)
A debtor (bill-to party and payer) is defined for sales organization 0002 in Customizing for ETM under Global Settings → Customer Internal Settlement per
Sales Organization in ETM . This debtor is used for the outbound invoice form company code 0001.
This “customer internal settlement”, for example debtor 111, must have been created in sales area 0001/01/01. However, it represents company code 0002.
You do not have to maintain a ETM view in the master data for the “customer internal settlement” but you must have maintained data correctly for financial
accounting (FI) and sales and distribution (SD).
d. Across different company codes:
As described in 4a and 4b above, the business transactions have been determined as cross-company code. The ETM indicator for postings is adapted
accordingly in internal programs.
Message determination
If you want to use EDI, you must have made the appropriate settings for message determination for billing documents in Customizing. ( Equipment and Tools
Management (ETM) → Operations and Functions → Settlement → EDI Settlement ).
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Message condition type J3GO is delivered with the system. As is usually the case with condition technique, you have to create a condition record for this
condition type and a customer (internal settlement), for example debtor 111.
You also have to define message determination for cancellations in accordance with the billing documents.
Partner profiles
You have to define which message type you want the system to use for both the customer (debtor) and the vendor (creditor). The system uses the following
partner types:
KU = customerLI = vendor
a. Settings for the customer
For example, for debtor 111 that has been created in company code 0001 and represents company code 0002:
Output/message control
Partner number 111 Application V3
Partner type KU Output/message type J3G0
Partner function RE
Output/message category INVOIC
Output/message variant CEM
Process code /SAPCEM/INVOIC_OUTPUT
Outbound parameters
Recipient type, for example, external system
IDoc basic type / SAPCEM/INVOIC
Set the output mode to Collect IDocs and Do not start subsystem .
Inbound parameters
None necessary
b. Settings for the vendor
In our example, sales area 0002/02/02 for the customer (internal settlement).
Output/message control and outbound parameters
None necessary
Inbound parameters
Partner number 500002 Output/message category INVOIC
Partner type LI Invoice/billing document
Partner function Output/message variant CEM
Process code /SAPCEM/INVOIC_OUTPUT
c. Forwarding inbound data to the vendor (creditor)
The debtor from one company code (for example, company code 0001 and debtor number 111) is converted for the other company code (for example,
company code 0002 and vendor 500002).
For further information on this subject, please see the appropriate documentation in the SAP Implementation Guide (IMG).
d. Setting posting parameters
You must define a tax type (for example, A1) and the tax rate that the EDI partner can transfer (from the providing company code 0001) using control
indicators.
You define the posting key and the document type in the program parameters. Here you can decide whether you want posting to take place directly or by
means of a batch input session.
Posting by means of a batch input session.
Result
An outbound invoice has been created in company code 0001 and an inbound invoice has been created in company code 0002.
1.2.4.4.3 Recipient Data Check
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Use
This function finds any errors in the shipping documents and PBE documents that are used to generate the SD orders. The system displays an error log from
which you can correct the errors directly.
The system checks the following:
Recipient
Billing and account assignment indicator for WBS elements
Whether the recipient has been defined as relevant to settlement ( Settlement Indicator )
Correctness and completeness of the settlement data (settlement type, calendar ID, hours per day/month, complete month, days per month) in
accordance with the document type
Equipment
Active BOM for the equipment (basis for pricing)
PM order (owner)
PM order (administrator)
Comparison of organizational structures
Material sales/repurchase
Assignment of material to catalog
Comparison of organizational structures
Posting/update block for CO objects, WBS elements and equipment
Prerequisites
Shipping documents and PBE documents exist.
Activities
Correct the errors in the log. Double-click on the appropriate entry. You should not perform SD Settlement until you have corrected all the errors.
1.2.4.4.3.1 Checking a Recipient
Prerequisites
Shipping documents and PBE documents exist.
Procedure
1. On the initial screen choose
Logistics
Equipment and Tools Management Transaction Data Settlement SD Orders
Check SD Orders
.
The Check Recipient/Std and Dummy Recipient Settlement Relevance Etc. selection screen appears.
2. Select either by using the document date or by using the document number.
If you enter values for Document Date and Document Number you receive a message informing you that the period of time has been ignored and the
system has selected data on the basis of the document numbers you entered.
3. Choose Execute.
4. Correct any mistakes.
Result
The check is free from errors. SD orders can be generated (please see: Generating SD Orders ).
1.2.4.4.4 Generating SD Orders
Procedure
1. On the initial screen choose
Logistics
Equipment and Tools Management
2. The Input ETM Sales Orders with Job Split in R/3 SD screen appears.
Transaction Data
Settlement
SD Orders
Create SD Orders
.
Note
The system fills the Settlement date field with a value corresponding to the last settlement date from Customizing, the Max. no. of items per order
field with a default value of 10 and the No. of jobs to be started field with a default value of 10. If more than one batch job is to be run, you should
enter the number in the No. of jobs to be started field. If you process parts of data in parallel, you can minimize the total run time dramatically. You
can change the default values.
3. Enter the appropriate values. If you enter a document number as well as a ship-to party and company code, the system ignores the document number. A
warning appears. If you select your data using the document number, you must remove/not enter a ship-to party or company code. Confirm the warning
and continue processing.
4. The selection buttons program start as test run or as update run control whether it is a test or update settlement run.
Caution
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You should always run a Test without orders before you run an update run.
You can settle materials and equipment separately if you have not selected using the ship-to party or the company code.
5. Set either Yes or No for Orders sorted by GR . If you select Yes, only items from a goods recipient are created per automatically generated SD order
(can be used for example by work cooperatives). If you select No the standard ETM order generation occurs. This means that each order item can be a
different goods recipient.
6. By entering a value for Number of Orders per Commit Work you can determine the number of order headers per commit work. In the case of an
incorrect settlement this saves you time because you only have to run the incorrect orders again.
7. Choose Execute.
If you have not performed or not completed a location setup, a dialog box appears informing you of this. If this is the case, execute a Location Setup
and repeat the SD settlement procedure.
Note
If a split job in settlement is terminated you can process the remaining data to be processed by using restart (transaction SE38 Program
J_3GINVC_RESCUE).
Enter the same selection criteria in the input fields as in the original settlement start (pay special attention to Update run /
Test run .
Result
SD orders have been generated. You can now process these SD orders. You can find further information on this subject under Changing and Displaying SD
Orders .
After completing the SD order generation you have to perform a postprocessing run to update the status (
Logistics
Equipment and Tools Management
Transaction Data Settlement SD Orders
Postprocess Input
) If during the first postprocessing run the system does not update all statuses (for
example because of a lock by another user) you have to trigger another run.
Note
Release 4.6C2 has an improved settlement lock concept. Double-start of the update run is not possible. The required lock is set at the start of the program
and released at the end. The lock remains during program termination. In this case to unlock the run you have to use program J _3GINVC_RESCUE
(transaction
SE38 Program J_3GINVC_RESCUE
)
1.2.4.4.5 ETM Test Settlement Run
Definition
The ETM test settlement run process the data completely and carries out all the checks. The only difference from the update run is that the appropriate status
is not set in the documents included in the run.
The system writes all the errors it finds into a Settlement Log . This settlement run log is displayed when the appropriate program is started after the run has
finished. The system makes a copy of this log and archives it so you can display it at any time.
Use
You can use the ETM test settlement run to simulate SD settlement and therefore minimize errors in each monthly settlement.
1.2.4.4.6 Changing and Displaying SD Orders
Procedure
If you want to display the SD order and the appropriate values in dialog, proceed as follows:
1. Choose
Logistics
Sales and Distribution Sales
.
2. Choose
Order Change
or
Order
Display .
3. Enter the appropriate order number on the Change Sales Order or on the Display Sales Order initial screen and choose Enter . The ETM overview
screen for the SD order appears. (This screen will be different depending on whether the order type is for materials or equipment).
4. Select your desired item in the ETM overview and choose:
1. Document
The system displays information on the document category, sending and receiving recipient type, organizational structure, transaction type,
shipping document and so on. If you double-click on the document number, you can branch directly to either the shipping document or the
performance-based equipment document.
2. Object
The system displays information on the equipment, owner/administrator, price lists or catalog and so on.
All other SD Order functions are the same as in the standard R/3 System.
1.2.4.4.7 Displaying the Settlement Run Log (to Release 4.6C1
Inclusive)
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Use
You can find and later correct incorrect or incomplete master data using the log that the system generates for the settlement run.
Procedure
1. On the initial screen choose
Logistics
Equipment and Tools Management Transaction Data.
(The ETM – Transaction Data screen appears.)
2. Choose
Environment Archive Lists
.
A selection screen appears.
3. You can find the result of all the settlement runs listed according to date and user under archived lists Input Sales Orders in R/3 SD .
1.2.4.4.8 Displaying the Settlement Run Log (from Release 4.6C2
Inclusive)
Use
You can use the settlement run log to display data for a settlement run and to correct any errors that may have occurred. You can do the following with the log:
get an overall view (settlement, error, SD document, and ETM shipping document)
navigate (in change mode branch to the shipping document and SD order and return to the settlement log on saving changes)
define user-specific display variants
Procedure
1. On the initial screen choose
Logistics
Equipment and Tools Management
2. The Settlement Log for ETM Settlement screen appears.
Transaction Data
Settlement
SD Orders
Settlement Log
.
Result
On the left you see a navigation tree from which you can navigate to the different settlements. On the top right you can display the details with long text for the
messages. On the bottom the system displays the corresponding document. You can branch to the display for the corresponding master records or to the
change screen for SD orders and ETM shipping documents.
You can set up the retention period of settlement logs in Customizing (
Logistics – General Equipment and Tools Management (ETM) Operations and
Functions
Settlement Settlement Basic Data Retention Period for SD Order Log Objects).The default setting for the retention period of logs for test
runs is 50 days, for all other logs 500 days. Log deletion is not automatic, you must delete logs using transaction
SGL2 . An annual reorganization is
recommended. You can also delete logs before the end of the retention period (parameter entry in transaction SLG2).
1.2.4.4.9 Input Postprocessing
Use
If you have created SD orders with restrictions on document number, recipient or company code, the system automatically starts a postprocessing run.
Postprocessing assigns an appropriate status to the shipping and PBE documents so that no changes can be made to them after they have been included in
the settlement run and so that they cannot be settled again. A check in view J_3GKONZAB (basic settlement date) determines that you cannot make any
further changes to this settlement date until postprocessing has been completed.
If you generated SD orders without any restrictions, you have to start the postprocessing run manually from the menu. You must have performed this run
before the next settlement run takes place!
Prerequisites
Settlement and all other preparations must have been completed.
Procedure
1. On the initial screen choose
Logistics
Equipment and Tools Management Transaction Data.
(The ETM – Transaction Data screen appears.)
2. Choose
Settlement SD Orders
Postprocess Input
.
3. Select Refresh data .
4. Choose Execute .
If all the manual and automatic postprocessing runs have been executed, the system display a message to this effect.
Integration
Displaying the Settlement Log
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Check SD Orders
1.2.4.4.10 SD Order Check
Use
The system checks how the CO objects are determined.
Integration
This function finds and corrects inconsistencies in account assignment in advance and thus ensures a smooth and trouble-free billing run.
Prerequisites
SD orders that have been generated in ETM settlement exist ( Generating SD Orders ).
Process Flow
The system only checks internal or cross-company code orders.
1.2.4.4.10.1 Checking SD Orders
Procedure
1. On the initial screen choose
Logistics
Equipment and Tools Management
The ETM: Analysis of CO Object Determination screen appears.
2. Select your data using the Sales document , Period and Equipment fields.
Transaction Data
Settlement
SD Orders
Check SD Orders
.
You can create a batch input session that sets a billing block for incorrect orders.
Result
The system displays an error log. You can branch to the SD order from this log. Correct any mistakes.
1.2.4.5 Settlement List
Use
The settlement list displays the result of the settlement run with reference to the shipping and PBE documents that were entered in the given settlement
period.
Prerequisites
ETM Settlement must have taken place.
Activities
1. If you want to display the settlement list, choose
Logistics
Equipment and Tools Management Transaction Data
List
.
You can alter how the system displays this list in Customizing for ETM under
Information Systems
Settlement List
Settlement
Settlement
.
1.2.5 ETM Inventory
Purpose
ETM inventory is used in the area of equipment rental. It is based upon recipient-oriented key-date inventory, similar to that used in the Materials Management
(MM) module. However, materials are not included in inventory, only equipment (equipment items and multipart equipment). Materials can be included in
inventory by using the standard R/3 System.
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You should not enter any more shipping documents after the stock lists have been generated.
Process Flow
Part 1
Determine quantity
Print stock list
A stock list without any quantities entered is distributed to the usage sites. The stock controller or person responsible on the usage site enters the
quantities in the list.
Create, change and display initial entry of stock balances
After the stock has been counted, the result has to be entered in the system. Items (equipment and small parts) that are not listed in the stock list can
also be included. The items must be marked with the appropriate indicator.
Part 2
Check entry of stock balances
Counted stock without equipment number
Counted stock with equipment number
Part 3
Generate stock differences
Values for stock differences
Reset generated stock differences
You can use this function to reset inventory completely.
Write off differences for multipart equipment
You can only write off the differences for multipart equipment using this function. Equipment items are ignored.
Note
You have to use Asset Accounting (AA) in the Financial Accounting (FI) module to deal with equipment items.
Result
You have corrected the stock for multipart equipment.
1.2.5.1 Editing the Stock List
Use
The stock list lists all equipment that has been sent to a usage site or recipient by a certain key date, and therefore should still theoretically be on the usage
site. In practice a printout of the stock list serves as a reference for the physical equipment count. The person in charge of inventory or the responsible
employee counts the equipment that is physically available on the usage site and enters this quantity in writing on the inventory form.
Prerequisites
Before executing the report for the stock list you have maintained the following data:
Global Settings in Customizing for ETM under
Operations and Functions
Inventory
Global Settings
.
Valid Administrator in Customizing for ETM under
Operations and Functions
Inventory
Valid Administrators
.
Procedure
To display the stock list for a construction site proceed as follows:
1. On the initial screen choose
Logistics
Equipment and Tools Management Transaction Data Physical Inventory
Stock List
.
The Stock List - Inventory screen appears.
2. Select the data that you want to display by completing the relevant restrictions in the screen areas Recipient-oriented restrictions, Equipment restriction
and Catalog restriction .
The Recipient field is mandatory.
The key date is filled with the value defined in the Customizing table Global Settings .
3. Enter the desired value for the number of empty pages and lines per page. If you only want to print empty pages (for example for initial distribution) set
the Output empty pages only indicator.
4. Choose Execute.
Result
The Stock List - Inventory screen appears. If you want you can print the list, send it, or save it as a file.
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1.2.5.2 Determining Quantity
Use
The person responsible for inventory runs this report to determine the number of inventory labels required on a usage site. Usually employees label each of the
counted equipment. This avoids double-counting. Only the number of equipment (equipment numbers) is determined. The stock quantity is not relevant for
multipart equipment. Sufficient labels are distributed to the person in charge of inventory.
Prerequisites
Before executing the report to determine the quantity you have maintained the following data:
Global Settings in Customizing for ETM under
Operations and Functions
Inventory
Global Settings
.
Valid Administrator in Customizing for ETM under
Operations and Functions
Inventory
Valid Administrators
.
Procedure
If you want to determine quantities for a usage site proceed as follows:
1. On the initial screen choose
Logistics
Equipment and Tools Management Transaction Data Physical Inventory
Quantity Determination
.
The Quantity Determination for Inventory screen appears.
2. Select the data that you want to display by completing the relevant restrictions in the screen areas Recipient-oriented restrictions, Equipment restriction
and Catalog restriction .
You must enter a usage site
The key date is filled with the value defined in the Customizing table Global Settings .
3. If you want to consider multipart equipment set the Consider multipart equipment indicator.
4. Choose Execute .
Result
The Quantity Determination for Inventory screen appears. You can determine the number of inventory labels required on the desired usage site.
1.2.5.3 Initial Entry of Inventory Data
Purpose
You use initial entry of inventory data to enter the amount of equipment that has been counted, that means the equipment that is physically available on the
usage site.
Process Flow
The stock lists are printed on the key date and distributed to the employees with the labels from the person(s) responsible for inventory (quantity
determination).
The physical inventory takes place on usage sites, construction sites, construction yards, and so on. All items (with the exception of scaffolding and
shuttering) are given labels during the count to avoid double-entry. The current counter readings are entered for equipment with counters for operational
hours/kilometers.
The completed stock lists are confirmed with name, date, and signature and passed to the person responsible for inventory.
The person responsible for inventory ensures that all entered stock of equipment items and multipart equipment is entered in the system by the key date.
Result
The stock is entered in the system.
1.2.5.3.1 Entering Stock
Use
Using this function you can enter equipment that has been counted on the usage site in the system.
Procedure
If you want to enter stock for a construction site proceed as follows:
On the initial screen choose Logistics → Equipment and Tools Management → Transaction Data → Physical Inventory
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Data → Enter
The Enter Stock in Inventory screen appears.
Enter the count date (current date) and the usage site for which you want to enter stock.
Choose Enter .
The Enter Stock in Inventory screen appears.
Enter data as required. Enter the counted quantity in the Quantity column. If an equipment is missing at the usage site set the Quantity 0 indicator. If
equipment has been counted at the usage site but was not included in the stock list or not part of the inventory (no equipment number) set the NN indicator
(No (correct) number on equipment)
Choose Save .
Result
You have entered stock for a usage site in the system.
1.2.5.3.2 Changing Stock
Use
Using this function you can change stock on a usage site.
Prerequisites
You have already entered stock for a usage site.
Procedure
If you want to change stock for a construction site proceed as follows:
On the initial screen choose Logistics → Equipment and Tools Management → Transaction Data → Physical Inventory → Value Stock Differences →
Change
The Change Stock in Inventory screen appears.
Enter the count date (date on which the stock was entered in the system) and the usage site for which you want to change the stock.
Choose Enter .
The Change Stock in Inventory screen appears.
Make the desired changes.
Choose Save .
Result
You have changed the stock for the usage site that you entered.
1.2.5.3.3 Displaying Stock
Use
Using this function you can display equipment that is on a usage site.
Prerequisites
You have already entered stock for a usage site.
Procedure
If you want to change stock for a usage site proceed as follows:
On the initial screen choose Logistics → Equipment and Tools Management → Transaction Data → Physical Inventory
Data → Display
→ Initial Entry of Inventory
The Display Stock in Inventory screen appears.
Enter the usage site for which you want to display stock.
Choose Enter .
The Display Stock in Inventory screen appears.
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Result
You have displayed the stock for the usage site that you entered.
1.2.5.4 Checking Stock Data
Use
Using this function you can check stock data.
Prerequisites
You have already entered stock for a usage site.
Procedure
If you want to check stock data, proceed as follows:
1. Choose
Logistics
Equipment and Tools Management Transaction Data Physical Inventory
Check Entry of Stock Balances
.
The Check Entry of Stock Balances screen appears.
2. Select the data to be displayed by making the desired entries in the screen areas Recipient-oriented restrictions and Equipment restriction . The
system fills the key date with the value from the global settings in Customizing for ETM Inventory.
3. Choose Execute.
The Check Entry of Stock Balances screen appears.
4. You see whether open items exist per recipient/usage site. The light is green if there are no open items (that means if all equipment on the usage site
has been entered in the system). The light is yellow if some of the equipment has been entered but open items still exist. The light is red if the
construction site inventory has not been entered.
Result
You have checked the stock that has been entered in the system.
1.2.5.5 Displaying Counted Stock Without Equipment Number
Use
Using this function you can display equipment that has been counted on the usage site and entered in the system (for example entered in Initial Entry of
Inventory Data using the inventory number or a description) but that does not have an equipment number in the system (see also Counted Stock With
Equipment Number ). The equipment manager or person responsible for inventory should decide whether the equipment should be given an equipment number
or not.
Prerequisites
You have already entered stock for a usage site.
Procedure
To display the counted stock without equipment number proceed as follows:
1. On the initial screen choose
Logistics
Equipment and Tools Management Transaction Data Physical Inventory
Counted Stock without
Equipment Number
.
The Counted Stock Without Equipment Number screen appears.
2. Select the data that you want to display by completing the relevant restrictions in the screen areas Recipient-oriented restrictions and General
restrictions .
3. If you set the Display items individually indicator the system displays the individually counted stock per equipment. If you do not set the indicator the
system displays cumulative counted stock, meaning that all individual records are summed per equipment.
Result
The system displays the counted stock without equipment number.
1.2.5.6 Displaying Counted Stock With Equipment Number
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Use
Using this function you can display equipment that has been counted on the usage site and entered in the system and that already has an existing equipment
number (see also Counted Stock Without Equipment Number ).
Prerequisites
You have already entered stock for a usage site.
Procedure
To display the counted stock with equipment number proceed as follows:
1. On the initial screen choose
Logistics
Equipment and Tools Management Transaction Data Physical Inventory
Counted Stock with
Equipment Number
.
The Counted Stock With Equipment Number screen appears.
2. Select the data that you want to display by completing the relevant restrictions in the screen areas Recipient-oriented restrictions and General
restrictions .
3. Using the Sort order indicator you can determine how the system displays the list and the columns that the list contains.
4. On the Counted Stock With Equipment Number screen you can sort the columns ascending and descending. You can store this list as a clientdependent (and user-specific) variant using
Settings
Layout Save
.
Result
The system displays the counted stock with equipment number.
Generating Stock Differences
Use
Using this function you can determine discrepancies between counted and actual stock on a certain key date for the entered selection data. The report
automatically generates missing shipping documents.
Procedure
If you want to generate stock differences, proceed as follows:
1. On the initial screen choose
Logistics
Equipment and Tools Management Transaction Data Physical Inventory
GenerateStock Differences
.
The
1.2.5.7 Generate Stock Differences screen appears.
2. Select the data that you want to evaluate by completing the relevant restrictions in the screen areas Equipment restriction and Recipient-oriented
restrictions for multipart equipment . In Program parameters you can determine whether you execute a test run or an update run with posting (meaning
the shipping documents are generated automatically).
Valuing Stock Differences
Use
With this function you can determine the value of the stock differences.
Procedure
If you want to value the stock differences, proceed as follows:
1. On the initial screen choose
Logistics
Equipment and Tools Management Transaction Data Physical Inventory
Value Stock Differences
.
The
1.2.5.8 Values for Stock Differences screen appears.
2. Select the data that you want to evaluate by completing the relevant restrictions in the screen areas Recipient-oriented restrictions , Equipment
restriction, ValAssgmt , and General Parameters .
3. Enter the Values as Percentage field. The amount of difference is calculated from the average new value of the equipment multiplied by the
percentage.
4. Choose Execute.
Result
You get a list containing the values of the stock differences.
Resetting Generated Stock Differences
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Resetting Generated Stock Differences
Use
Using this function you can reset the generated stock differences.
Prerequisites
You have generated stock differences.
Procedure
If you want to reset generated stock differences, proceed as follows:
1. On the initial screen choose
Logistics
Equipment and Tools Management Transaction Data Physical Inventory
1.2.5.9 Reset Generated
Stock Differences
.
The Reset Generated Stock Differences screen appears.
2. Select the data that you want to evaluate by completing the relevant restrictions in the screen areas Recipient-oriented restrictions for multipart
equipment, Equipment restriction and Program parameters .
3. Choose Execute.
Writing Off Differences for Multipart Equipment
Use
Using this function you can write off the differences that you have generated for multipart equipment.
Prerequisites
You have generated stock differences.
Procedure
If you want to write off differences for multipart equipment, proceed as follows:
1. On the initial screen choose
Logistics
Equipment and Tools Management Transaction Data Physical Inventory
1.2.5.10 Write Off
Differences for Multipart Equipment
.
The Write Off Differences for Multipart Equipment screen appears.
2. Select the data that you want to evaluate by completing the relevant restrictions in the screen areas Recipient-oriented restrictions for multipart
equipment, Equipment restriction and Program parameters .
3. Choose Execute.
1.2.6 Archiving of ETM Data
Use
This function provides
1. A where-used check of standard objects in ETM
2. Archiving of ETM objects
About 1:
Checks on the use of objects from the ETM area are added to the check logic for where-used checks of standard archiving objects (such as equipment). The
where-used check should ensure that data that is not used in ETM cannot be archived.
About 2:
Data from the ETM area that you no longer require for the business process can be archived and, therefore, deleted from the system. When archiving the
system initially stores the data in a file that has been defined in Customizing. When deleting the system imports the archived data from the file and deletes it
from the system. The delete program starts automatically when performing archiving.
The provision of archiving objects enables archiving of ETM objects of type shipping documents, performance-based equipment (PBE) documents, catalogs,
bills of material (BOMs), insurance data, requisition notes, and condition records. This is integrated in standard archiving.
Prerequisites
If you want to archive an ETM object you have to configure the archiving object in transaction SARA. Enter the archiving object and choose
Customizing
.
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Activities
To archive ETM data call transaction SARA and enter the following archiving objects:
/SAPCEM01 - ETM shipping document
/SAPCEM02 - ETM PBE document
/SAPCEM03 - ETM BOM
/SAPCEM04 - ETM catalog and catalog entries
/SAPCEM05 - ETM insurance data
/SAPCEM06 - ETM condition records
/SAPCEM07 – requisition note
Note
By entering the relevant archiving object as an info structure you can display archived data in the Archive Information System.
Result
In archiving the following data is deleted from the system:
When archiving shipping documents: document header, document items, and stock data that belongs to the shipping document
When archiving PBE documents: document header and document items
When archiving ETM BOMs: BOM header, BOM items, generation files, and classification data
When archiving ETM catalogs: structure indicator catalog (Table J_3GT370S), structure indicator catalog text (Table J_3GT370ST), catalog (Table
J_3GKATAL), catalog text (Table /SAPCEM/KATTEXT), catalog attributes (Table J_3GKATMER), default catalog code (Table J_3GKATZU), price-list
condition-record catalog (Table J_3GPLKAT)
When archiving individual ETM catalog entries: catalog (Table J_3GKATAL), catalog text (Table /SAPCEM/KATTEXT), classification data for the
catalog entries
When archiving tax/insurance data: tax/insurance data
When archiving condition records: the corresponding condition table
When archiving requisition notes: requisition note header data and items
1.2.7 Business Add-Ins (BAdIs) for ETM
In Customizing for Equipment and Tools Management under System Modifications , you have the following business add-ins (BAdIs) at your disposal:
Description
Technical Name
Note
Shipping Document
J_3G_BADI_VS
N/A
ETM Requisition Note
J_3G_DISPO_BADI_REQ
N/A
ETM Planning Board
J_3G_DISPO_BADI_PT01
N/A
Planning Board - Define Individual Function Codes
J_3G_DISPO_BADI_PT02
N/A
Choose Material for SD Settlement
/SAPCEM/SD_MATERIAL
This BAdI enables you to choose the material you
require for ETM price list determination and settlement
in the sales order. If you decide not to implement this
BAdI, the system uses the Customizing settings under
Logistics - General
Equipment and Tools
Management (ETM)
Operations and Functions
Activity Types and Settlement Types
Assign
Activity/Settlement Types to Equipment Types.
BAdI for Settlement Days Calculation
/SAPCEM/BADI_DAYS_CALCULATE
The BAdI has method days_calculate that you can
implement to build your own logic for number of days
calculation in settlement. Settlement type (KNA1J_3GABRART ) in customer master must be set to 5 –
Customer logic .
and the following user exit:
Description
Technical Name
Batch Determination in Shipping Document
J_3G_CHARGE
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