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Table of content
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Table of content
1 Master Data
1.1 ETM Catalog
1.1.1 Creating a Catalog
1.1.2 Importing the Construction Equipment Catalog (to 4.6C1 Inclusive
1.1.3 Importing Catalogs (from Release 4.6C2 Inclusive)
1.1.4 Displaying the Catalog Structure (to Release 4.6C1 Inclusive)
1.1.5 Displaying the Catalog Structure (from Release 4.6C2 Inclusive)
1.1.6 Creating an Entry in a Catalog
1.1.7 Changing and Displaying a Catalog Entry
1.1.8 Creating a Material Assignment to the Catalog
1.1.9 Changing, Displaying and Deleting a Material Assignment
1.2 ETM Bill of Material (BOM)
1.2.1 Creating a BOM
1.2.2 Changing and Displaying a BOM
1.2.3 Displaying the BOM (from Release 4.6C2 Inclusive)
1.2.4 Interpolation
1.3 ETM Equipment
1.3.1 Creating Equipment
1.3.2 Changing and Displaying Equipment
1.3.3 Flagging Equipment for Deletion
1.3.4 Equipment Activation and Deactivation
1.3.4.1 Activating and Deactivating Equipment
1.3.5 Assigning Equipment to an Asset
1.3.6 Insurance Data
1.3.6.1 Creating, Changing and Displaying Insurance Data
1.3.7 Package
1.3.7.1 Shipping Package
1.3.7.1.1 Creating a Shipping Package
1.3.7.1.2 Changing, Displaying and Deleting a Shipping Package
1.3.7.2 Settlement Package
1.3.7.2.1 Creating a Settlement Package
1.3.7.2.2 Changing, Displaying and Deleting a Settlement Package
1.3.8 Price Information
1.3.8.1 Displaying Price Information for the Equipment
1.3.8.2 Displaying Price Information for the Location
1.4 Owner/Administrator
1.4.1 Owner/Administrator Relationship
1.4.2 Creating an Owner/Administrator
1.4.3 Changing and Displaying an Owner/Administrator
1.5 Recipient
1.5.1 Creating a Recipient
1.5.2 Changing and Displaying a Recipient
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1 Master Data
ETM Catalog
ETM Bill of Material
ETM Equipment
Owner/Administrator
Recipient
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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.
There are the following hierarchy levels in the Baugerteliste 1991 or BGL 91 (German equipment rental compilation or construction equipment specifications
list):
Structure
2
21
Equipment sub-group
2176
Equipment category
2176-0165
Equipment type
2176-0154-01
Attachments
2176-0154-C1
Extras
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.
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).
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.
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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.
BGLXY
Catalog description
Test catalog
Publisher of catalog
Test
Edition year
1991
Class type
600
Class
SAPJ_3GBGL91
Template
NNNN-NNNN-XX
Hierarchy levels
Technical size/statistics
catalog group 2
Percent
20,00
Index series
Logical system
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Procedure
Choose Tools ABAP Workbench Development ABAP Editor from the R/3 initial screen.
The ABAP Editor: Initial Screen appears.
Enter program /SAPCEM/BI (equipment values) in the Program field.
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.
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.
Choose Execute.
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.
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Procedure
Choose Tools ABAP Workbench Development ABAP Editor from the R/3 initial screen.
The ABAP Editor: Initial Screen appears.
In the Program field enter /SAPCEM/INPUT_BAL90, /SAPCEM/INPUT_BGL91 or /SAPCEM/CATALOGUE_INPUT.
Execute the program.
The Copy Data from Catalog Input screen appears.
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 ).
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.
Choose Execute.
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Result
After importing the program(s) the catalog structure is available in the system.
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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.
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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.
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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.
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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).
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.
The values you enter here form the basis for pricing in ETM Settlement.
7. Choose Back and save your entry.
Value
7 years
7.150,00
55 months
2,2 %
157,00
50 months
2,5 %
179,00
1,4 %
100,00
Weight
1,200 kg
168,00
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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.
On the initial screen choose Logistics Equipment and Tools Management Master Data Catalogs Number in Catalog Display .
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 .
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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 doubleclicking 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.
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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
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Procedure
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.
The catalog number that you have chosen is automatically copied as the first item in the BOM.
Enter all the additional items that you want the equipment to consist of.
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).
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.
Choose Value assignment to branch to a view for entering characteristic value assignments.
Enter the appropriate values.
Choose Back and save your entries.
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.
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.
You cannot activate BOMs with items or a Valid from date in the future.
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Procedure
Changing a BOM
On the initial screen choose Logistics Equipment and Tools Management Master Data Catalogs Bill of Material Change .
The Change ETM BOM: Initial Screen appears.
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.
Choose Execute.
You can choose an entry by double-clicking on it.
Choose Execute.
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.
Choose either Save or Save and Activate .
Displaying a BOM
On the initial screen choose Logistics Equipment and Tools Management Master Data Catalogs Bill of Material Display .
The Display ETM BOM: Initial Screen appears.
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.
If you want to display the value assignment for a specific item, select this item and choose Value assignment for item.
If you want to display the value assignment for the active equipment BOM, choose Value assignment active BOM for equipment .
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 .
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.
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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You branch to this transaction if you choose the ETM BOM function in the equipment master record.
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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
Characteristic
A.1.02.0800
Characteristic
A.1.02.0910
Characteristic
A.1.02.0760
A.1.02.0910
Characteristic
A.1.02.0760
A.1.02.0800
A.1.02.0910
Characteristic
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A.1.02.0800
A.1.02.0850
A.1.02.0910
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.
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Use
Equipment can be classified as Performance-Based Equipment or Time-Based Equipment.
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 Objects Equipment Equipment Usage Period Usage history update and Define history-relevant fields .
Assignment of ETM BOMs.
Assignment of Insurance Data.
Assignment of Packages.
Assignment to Planning using classification.
Storage of master operators (partner roles).
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.
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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).
5.
6.
7.
8.
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.
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.
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 .
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.
Make the necessary entries on this screen.
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.
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.
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.
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A message informing you of differences in the two types may appear. Be aware of the effects that these changes have on other functions!
5. If you want to change the Valid-from date for equipment in retrospect, start report /SAPCEM/CHANGE_EQUI_DATE by choosing System Services
Reporting .
Displaying Equipment
1. On the initial screen choose Logistics Equipment and Tools Management Master Data Equipment Display .
The Display Equipment: Initial Screen appears.
2. 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 .
3. 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 .
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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.
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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 .
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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.
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 PerformanceBased Equipment Documents and then also be included in the settlement run.
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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 Deactivate .
The system sets the Object inactive status.
3. Save the master record.
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 .
The system cancels the Object inactive status.
3. Save the master record.
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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.
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Integration
You can maintain a link to standard FI (financial accounting) using recurring entry documents.
Prerequisites
The equipment must exist as a master record.
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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.
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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
A box (equipment number 1000152) is sent to a usage site with a shipping document. The box contains, for example, 10 lengths of cable, 100
screws and so on (a pre-determined number of each object). Inventory management uses the settlement package header (1000152).
Prerequisites
All the equipment and materials that you want to use must have been created as master records.
You must have set the equipment item/multipart equipment indicator.
A shipping package can be a settlement package and vice versa.
A shipping package item cannot be a settlement package.
A settlement package item cannot be a shipping package.
You cannot enter any other shipping package as an item in the shipping package items.
You cannot enter any other settlement package as an item in the settlement package items.
Equipment that you want to enter on item level in a shipping or settlement package must be physical equipment.
Integration
Packages are assigned to equipment. Equipment can either be in the form of a shipping package or a settlement package. The assignment of the ETM BOM to
the appropriate equipment is not affected. In other words, if you want to settle costs using an equipment catalog, a BOM has to have been assigned to each piece
of equipment to be included in settlement.
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Use
A shipping package is an aid to entering documents (please see: Document Entry).
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).
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
Itm
00020
10001480
Purpose-made bucket
Itm
00030
10001101
Ditching grab
Itm
Equipment
Qty
UM
AT
Equipment
Number in catalog
description
00010
10001491
Itm
00020
10001480
Itm
Purpose-made bucket
3153-3025
00030
10001101
Itm
Ditching grab
3153-8025
00040
10000760
Itm
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
Qty
UM
00010
10001491
Itm
00020
10001480
Purpose-made bucket
Itm
00030
10001101
Ditching grab
Itm
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Equipment
Qty
UM
AT
Equipment
Number in catalog
description
00010
10001491
Itm
00020
10001480
Itm
Purpose-made bucket
3153-3025
00030
10001101
Itm
Ditching grab
3153-8025
0.20 m
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Procedure
1. On the initial screen choose Logistics Equipment and Tools Management Master Data Equipment Package Create .
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 .
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
Itm
00020
10001480
Purpose-made bucket
Itm
00030
10001101
Ditching grab
Itm
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2.
3.
4.
5.
6.
You can find out in which packages the equipment is still contained by choosing Logistics Construction Equipment Management Master
Data Equipment Package Lists Manage Equipment in Packages and Manage Material in Packages from the SAP Easy
Access screen.
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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.
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
description
Qty
UM
Percent
Equivalence number
00010
10000756
Shovel X
10
Itm
00020
10000757
Shovel Y
10
Itm
00030
10000754
Finisher
Itm
The quantity per item only serves as information and is not relevant to settlement or inventory management.
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Prerequisites
Before you can create a settlement package, you must know the following:
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
On the initial screen choose Logistics Equipment and Tools Management Master Data Equipment Package
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.
Create .
The descriptive text for the equipment is used when you enter documents.
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.
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.
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.
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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.
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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.
Integration
You can call customer-specific price information or customer-independent price information:
For customer-specific price information, the customers 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
1. Define price variants in Customizing for Equipment and Tools Management (ETM) under Information Systems Variant Definition for Price Information
Variants for Price Information .
2. 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.
3. 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 .
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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.
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.
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.
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Procedure
1. On the initial screen choose Logistics Equipment and Tools Management (ETM) Transaction Data Environment Price Information for
Construction Site or enter transaction /N/SAPCEM/PI_CSS.
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.
Result
The system displays all price information for the selected usage location and date in an ALV list (SAP List Viewer).
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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 owners
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.
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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.
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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.
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.
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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 Master Data Environment Owner/Administrator Display.
The Display Owner/Administrator: Initial Screen appears.
Enter the owner/administrator that you want to display.
Choose Enter .
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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
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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).
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:
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Procedure
On the initial screen choose Logistics Equipment and Tools Management Master Data Master Data Recipient Change .
The Create Customer: Initial Screen appears.
Enter a sales organization, distribution channel and division.
Choose Customers 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...
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.
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.
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.
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.
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) .
7. Enter the different sales data as required.
8. Choose Enter .
A screen for entering address details appears. Make all the necessary entries on this screen and the standard views that follow.
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 ).
If required, change the default dummy or standard recipient.
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.
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.
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Result
The master record has been created. You can now create Shipping and Performance-Based Equipment Documents for this recipient.
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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).
3. By using F2 or a double-click on the account assignment object (field Order ) you go to the general data of the customer.
4. Using the button Location Stock you go to the report to determine the usage site stock.
5. 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
1.
2.
3.
4.
On the initial screen choose Logistics Equipment and Tools Management Master Data
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 .
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