Equipment and Tools Management (444) Business Process Documentation'

EHP4 for SAP ERP 6.0

September 2010

English

Equipment and Tools Management (444)

SAP AGDietmar-Hopp-Allee 1669190 WalldorfGermany

Business Process Documentation

SAP Best Practices Equipment and Tools Management (444): BPD

Copyright

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Icons

Icon Meaning

Caution

Example

Note

Recommendation

Syntax

External Process

Business Process Alternative/Decision Choice

Typographic Conventions

Type Style Description

Example text Words or characters that appear on the screen. These include Field names, screen titles, pushbuttons as well as menu names, paths and options.

Cross-references to other documentation.

Example text Emphasized words or phrases in body text, titles of graphics and tables.

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Example text Exact user entry. These are words or characters that you enter in the system exactly as they appear in the documentation.

<Example text> Variable user entry. Pointed brackets indicate that you replace these words and characters with appropriate entries.

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Contents

1 Purpose........................................................................................................................................ 6

2 Prerequisites................................................................................................................................ 6

2.1 Master Data and Organizational Data...................................................................................6

2.2 Roles..................................................................................................................................... 7

3 Process Overview Table...............................................................................................................8

4 Process Steps............................................................................................................................ 15

4.1 Time Based Equipment Process.........................................................................................15

4.1.1 Creating ETM Requisition Note....................................................................................15

4.1.2 Creating Acquisition Shipping Document in CL002......................................................16

4.1.3 Assigning Equipment and Creating Shipping Document..............................................18

4.1.4 Returning Equipment back to the Construction Yard/Warehouse................................19

4.1.5 CEM Sales Order Settlement (Creating Sales Order)..................................................20

4.1.6 Logging for CEM SD Settlement..................................................................................21

4.1.7 Internal Cost Allocation................................................................................................22

4.1.8 External Cost Allocation...............................................................................................24

4.2 Time-Based Equipment Process Including Third-Party Rental Equipment..........................26


4.2.2 Creating Purchasing Requisition for Rental Equipment................................................27

4.2.3 Converting Purchase Requisitions to Purchase Order.................................................28

4.2.4 Posting Goods Receipt.................................................................................................29

4.2.5 Invoice Verification.......................................................................................................30

4.2.6 Creating Equipment.....................................................................................................31

4.2.7 Creating Equipment BOM............................................................................................32

4.3 Performance Based Equipment Process.............................................................................33


4.3.2 Assigning Requisition Note to Equipment....................................................................35

4.3.3 Creating PBE Document..............................................................................................36

4.3.4 Document List for PBE.................................................................................................37

4.3.5 Creating Sales Order....................................................................................................38


4.3.7 Internal Cost Allocation................................................................................................40

4.3.8 External Invoice............................................................................................................42

4.4 ETM Non-Consumable Material Process............................................................................44

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4.4.1 Initial Stock Posting for Non-Consumable Material......................................................44

4.4.2 Stock Overview in MM..................................................................................................46

4.4.3 Current Stock for Material in ETM................................................................................46

4.4.4 Creating First ETM Shipping Document for Acquisition................................................47

4.4.5 Displaying Shipping Document....................................................................................48



4.4.8 Creating Second ETM Shipping Document for Acquisition..........................................50




4.4.12 Creating Sales Order....................................................................................................54


4.4.14 Internal ETM Material Sales.........................................................................................56

4.4.15 External ETM Material Sales........................................................................................58

4.4.16 Internal ETM Material Repurchasing............................................................................60

4.4.17 External ETM Material Repurchasing...........................................................................62

4.5 ETM Consumable Material Process....................................................................................64

4.5.1 Initial Stock Posting for Consumable Material..............................................................64



4.5.4 Creating ETM Shipping Document for Acquisition.......................................................67


4.5.6 Stock Overview in MM after Acquisition.......................................................................69


5 Follow-up Processes.................................................................................................................. 70

5.1 Project Reporting for Engineering and Construction...........................................................70

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Equipment and Tools Management

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1 PurposeThis scenario deals with the complexities of Equipment and Tools Management (ETM). ETM addresses the unique requirements of:

self performing construction companies

building contractors

equipment distributors (only restricted)

by handling industry-specific business processes such as equipment planning, -processing, -settlement, and evaluation of resources (equipment and materials) including performance measurement. By using ETM, customer can:

improve the visibility of profitability, TCO, and return on asset and equipment

improve the availability and tracking of equipment

manage the increasing administrative workload

reduce handling and administration cost

introduce most flexible prices and account determination

optimize equipment utilization

2 Prerequisites

2.1 Master Data and Organizational DataDefault ValuesEssential master and organizational data was created in your ERP system in the implementation phase, such as the data that reflects the organizational structure of your company and master data that suits its operational focus, for example, master data for materials, vendors, and customers.

The business process is enabled with this organization-specific master data, examples are provided in the next section.

Operational FocusSAP Best Practices delivers standard values for more than one operational focus area, such as Services, Trade or Manufacturing. This means that you may find more than one master data table below. Use the master data that matches the operational focus of your company (Service, Manufacturing, or Trading).

Additional Default ValuesYou can test the scenario with other SAP Best Practices default values that have the same characteristics.

Check your SAP ECC system to find out which other material master data exists.

Using Your Own Master Data

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You can also use customized values for any material or organizational data for which you have created master data. For more information on how to create master data, see the Master Data Procedures documentation.

Use the following master data in the process steps described in this document:

Org. Structure Value Comment

Controlling area Controlling area (1000) Controlling Area 1000

Company Code Company Code (1000) Company Code 1000

Plant Plant 1 (1000) Production Plant 1000

Sales organization Sales Org. 1 (1000) Sales Org. 1000

Distribution channel 10 Direct Sales

Division 10 Product Division 01

Purchase organization Purchasing Org 1 (1000) Purchasing Org. 1000

Storage Loc 1040 Finished Products

Equipment C00013 Tower crane SK-C 200

Equipment C00041 Mobile excavator C00041

Non-Consumable material CG0072 Aluminum standing ladder (2m)

Consumable Material CV0018 Metal blade for saw

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2.2 Roles

UseThe following roles must have already been installed to test this scenario in the SAP Netweaver Business Client (NWBC). The roles in this Business Process Documentation must be assigned to the user or users testing this scenario. You only need these roles if you are using the NWBC interface. You do not need these roles if you are using the standard SAP GUI.

PrerequisitesThe business roles have been assigned to the user who is testing this scenario.

Business Role Technical Name Process Step

Warehouse Clerk SAP_NBPR_WAREHOUSECLERK-S

Project Manager ECO (DIMP) SAP_NBPR_PROJMNGR_ECO_DIMP-M

Project Manager ECO SAP_NBPR_PROJECTMANAGER_ECO-M

ECO Equipment Administrator (DIMP)

SAP_NBPR_EQUIPADMIN_ECO_DIMP-S

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3 Process Overview Table

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Process step External process reference

Business condition

Business role (not technical role for BP)

Transaction code

Expected results

Time Based Equipment Process

Create Requisition Note(Availability check is taken through Hit button)

Project Manager ECO (DIMP)

/SAPCEM/BEDARF01

Requisition Note for Equipment is created

If Equipment is available, execute step- Assign requisition note to Equipment

Or execute Optional step

Create an Acquisition Shipping document in CL002 for Equipment (C00013)


J3GH Sender is empty

Receipt is the first location that contains your equipment.

For example CL002, Activity type is 03

Assign Requisition Note to Equipment

Create Shipping Document Automatically


/SAPCEM/PT01

Shipping document is created automatically

Sender is the first location

Receipt is the location defined in the requisition note

For example from CL002 to CA002

Return Equipment back to the Construction Yard/Warehouse


J3GH Shipping document created. Not for settlement

Create SD Order- Periodical Settlement Run


J3GZ SD Order created for settlement run

Log for CEM SD Settlement

ECO Equipment Administrator

/SAPCEM/

SD Order numbers noted

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Business condition


Transaction code

Expected results

(DIMP) SD_PROT(shall set the criteria among this step)

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Business condition


Transaction code

Expected results

Internal Cost Allocation

Display SD Order


/SAPCEM/SD_PROT

SD Order displayed

Create Billing Document


VF01 Billing run started

Display Billing Document


VF03 Material and Accounting documents displayed

External Invoice

Display SD Order


/SAPCEM/SD_PROT

Display SD Order







Time-Based Equipment Process Including 3rd Party Rental Equipment



/SAPCEM/BEDARF01


Create Purchase Requisition for 3rd party equipment (Optional)


ME51N Purchase requisition is created

Create Purchase Order for 3rd party


ME21N Copy from previous Purchase

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Business condition


Transaction code

Expected results

equipment(Optional)

(DIMP) requisition

Posting Goods Receipt

Warehouse Clerk

MIGO Material document XXXXXXXX posted

Enter Invoice Verification


MIRO Invoice and account document were created

Create Equipment


IE01 Create the equipment in the system for second time run time-based scenario or Time-based Third-party rental equipment

Create Equipment BOM


J3GSL01

Create the equipment in the system for second time run time-based scenario or Time-based Third-party rental equipment

Performance based Equipment Process



/SAPCEM/BEDARF01


Assign Requisition Note to Equipment

Create the first Shipping Document


/SAPCEM/PT01

Create shipping document through the same TA

Create PBE Document


J3G$ PBE document created

Document List for PBE

ECO Equipment

J4GQ PBE documents

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Business condition


Transaction code

Expected results

Administrator (DIMP)

displayed

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Business condition


Transaction code

Expected results

Create SD Order ECO Equipment Administrator (DIMP)

J3GZ Periodical Settlement run started

Log for CEM SD Settlement


/SAPCEM/SD_PROT

SD Order numbers noted

Internal Cost Allocation


Display SD Order


/SAPCEM/SD_PROT

SD Order displayed







External Invoice ECO Equipment Administrator (DIMP)

Display SD Order


VA03 SD order displayed






VF03 Material and Accounting document displayed

ETM Non-Consumable Material Process

Initial Stock Warehouse MIGO Material

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Business condition


Transaction code

Expected results

Posting for Non-Consumable Material

Clerk document xxxxxxxx posted

Stock in MM, ETM increased

Stock Overview in MM

Project Manager ECO

MMBE Material stock displayed in MM

Current Stock for Material in ETM


J4GM Material stock displayed in ETM

Create First ETM Shipping Document for Acquisition


J3GH First shipping document created

Display First Shipping Document


J3GJ Shipping document displayed


Project Manager ECO

MMBE Material stock in MM displayed




Create Second ETM Shipping Document for acquisition


J3GH Second shipping document created

Display Second Shipping Document


J3GJ Shipping document displayed


Project Manager ECO

MMBE Material stock in MM displayed




Create SD Order ECO Equipment Administrator (DIMP)

J3GZ Periodical settlement run started

Log for CEM SD ECO / Note down the SD

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Business condition


Transaction code

Expected results

Settlement Equipment Administrator (DIMP)

SAPCEM/SD_PROT

order numbers

Internal ETM Material Sale


Display SD Order


/SAPCEM/SD_PROT

SD Order displayed







External ETM Material Sale


Display SD Order


VA03 Check SD Order created






VF03 Display Material and Accounting documents

Internal ETM Material Repurchase


Displaying SD Order


VA03 Check SD order created

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Business condition


Transaction code

Expected results

(DIMP)

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Business condition


Transaction code

Expected results







External ETM Material Repurchase


Display SD Order


VA03 Check SD order created







Consumable Material Process

Initial Stock for Consumable Material

MIGO Initial Stock make


Project Manager ECO

MMBE Initial stock noted

Stock Overview in ETM


J4GM ETM stock updated

Create ETM Shipping Document for acquisition


J3GH Shipping document created

Display Shipping Document


J3GJ Material and Accounting documents displayed

Stock Overview in MM after

Project MMBE Stock updated

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Business condition


Transaction code

Expected results

acquisition Manager ECO

Stock Overview in ETM


J4GM ETM stock updated

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4 Process Steps

4.1 Time Based Equipment Process

PurposeYou use this business process to plan, dispatch, and settle time based equipment. Time based equipment can be single- or multipart equipment, which are shipped via an ETM shipping document and are settled due to time/days they have been on a recipient/location and its quantity. The shipping document allows the tracking of each equipment (single- and multipart). A time-based equipment is settled periodically with a fixed price, whereas it is not relevant, how often equipment has been used (in operation). A typical time-based equipment is a crane.

The time based equipment process starts with an equipment request of a project manager or foreman, who needs a crane with a certain specification (for example, Hook high max. 20 mtr.) for a certain period. The project manager or foreman can either enter an ETM requisition note directly by himself or he calls the equipment manager/administrator (responsible for all equipment) and he then enters the requirement in the system. After the equipment manager has assigned the request to equipment, it is sent out to the project. Typically month end the settlement and billing run takes place.

4.1.1 Creating ETM Requisition Note

Procedure1. Access the transaction choosing one of the following navigation options:

Option 1: SAP Graphical User Interface (SAP GUI)

SAP ECC menu Logistics Equipment and Tools Management Transaction data Planning Requisition Note Create

Transaction code /SAPCEM/BEDARF01

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Option 2: SAP NetWeaver Business Client (SAP NWBC) via Business Role

Business role ECO Purchasing Manager (DIMP)

(SAP_NBPR_PURCHMGR_ECO_DIMP-M)

Business role menu Equipment and Tools Management Transaction Data Requisition Note Create Requisition Note

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2. On the Create Requisition Note screen, make the following entries:

Field name Description User action and values Comment

Recipient CA002

Period Today’s date

Today’s date + 10days

Enter today’s date in from field

Enter today’s date + 10 days into to field

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3. Choose Enter.

4. On the Create Requisition Note: Requirements overview screen, make the following entries:


Short text Demo Requisition Note

Reqmts Overview screen

Class CEM_CRANE_TOP

Quantity 1

U/M NOS

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5. Choose Value assignment on the top of the screen.

6. On the Item %000000001/00010:Characteristic Value Assignment screen, make the following entries in the tab screen Characteristic value assignment:

Characteristic description Value

Hook high max. > 10 m

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7. Choose Back twice.

8. On the Create Requisition Note: Requirements overview screen, choose item 10 and choose Hit list.

9. On the Equipment Hit List screen, all equipment matching the requirement is displayed. Choose Exit.

10. On the Create Requisition Note: Requirements overview screen, choose Save (Ctrl + S).

11. On the Create Requisition Note screen, note down the requisition number displayed at the bottom of the screen.

12. Choose Back.

4.1.2 Creating Acquisition Shipping Document in CL002

UseTo have the equipment for the next step on recipient CL002 available, create a shipping document (without requirement) which returns the equipment to the warehouse.

If the Equipment is not available as mentioned in step 9 of section 4.1.1, use a dummy equipment number that represents equipment rented from a third party.



SAP ECC menu Logistics Equipment and Tools Management Transaction Data Documents Shipping Documents Create

Transaction code J3GH

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Business role ECO Equipment Administrator (DIMP)

(SAP_NBPR_EQUIPADMIN_ECO_DIMP-S)

Business role menu Equipment Administration Transaction data Shipping Document Create Shipping Documents

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2. On the Create Shipping document: Initial Screen, enter Document type C1 and choose Enter.

3. On the Create SHIPPING DOCUMENT: Item Data screen, enter the following values:


Document date Today’s date

Sender

Recipient CL002 Warehouse

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4. On the Create SHIPPING DOCUMENT: Item Data screen, choose Equipment tab and make the following entries:


Equipment C00013 Use steps 4.2.6 and 4.2.7 to create a new equipment and BOM if C00013 has been used already

Quantity <enter quantity> For example: 1

Activity Type 03

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If the system indicates the equipment is already under recipient CL002, please ignore this step and go to 4.1.3.

If the system indicates the equipment is under other recipient (for example, CA002), than the CL002, please input the other recipient (for example, CA002) in the Sender field mentioned in step 3 above.

5. Save your entries.

6. Choose Back and return to SAP Easy Access screen.

This shipping document is not used for further processing; the activity type 03 is not relevant for settlement.

ResultShipping Document is created.

4.1.3 Assigning Equipment and Creating Shipping Document

UseThis step is to assign the Equipment to the Requisition Note and create the shipping document to the graphical planning board.



SAP ECC menu Logistics Equipment and Tools Management Transaction Data Planning Requirements Overview Graphical Planning Board - Change

Transaction code /SAPCEM/PT01

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Business role menu Equipment Administration Transaction data Shipping Document ETM Planning Board - Change Mode

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2. On the CEM: planning board screen, make the following entries:


Evaluation period From: Today’s date

To: Today’s date +1 month

Class Type 002

Class CEM_CRANE_TOP

Planning period From: Today’s date


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3. Choose Execute.

4. On the CEM Planning Board: Change mode screen, you can find the Equipment on the upper half and Recipient on the lower half of the screen.

5. Find your recipient and on the right side of the screen in line of your recipient you can find your requirement created in step 4.1.1.

6. Select your Requirement and assign it with drag and drop to Equipment used in step 4.1.2 one day after the document date of the first shipping document created in the prior step.

7. Choose Save and refresh (Ctrl + F2).

8. On the ETM Planning Board: Change mode screen, choose the Requirement and choose Shipping for creating the shipping document.

9. In the Generate Shipping Document: Enter Parameters dialog box, enter Document type C1 and choose Default Activity Type then choose Continue (Enter).

10. Choose Enter to confirm the message for the shipping document creation.

11. Note down the Shipping Document number at the bottom of the screen _____________

12. Choose Back twice and return to SAP Easy Access screen.

ResultPlanning board is updated and the requirement is now assigned to the Equipment and the first shipping document had been created.

4.1.4 Returning Equipment back to the Construction Yard/Warehouse

UseTo have the equipment for the next step on recipient CL002 available, create a second shipping document (without requirement) which returns the equipment to the warehouse.





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Document date Today’s date+12days

Sender CA002

Recipient CL002

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4. On the Create SHIPPING DOCUMENT: Item Data screen, choose Equipment tab and make the following entries:


Equipment C00013


Activity Type 03

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This shipping document is not used for further processing; the activity type 03 is not relevant for settlement.


4.1.5 CEM Sales Order Settlement (Creating Sales Order)

UseTo be able to settle/invoice the rental fee for a period of time, SD orders must be created.



SAP ECC menu Logistics Equipment and Tools Management Transaction Data Settlement SD Orders Create SD Orders

Transaction code J3GZ

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Business role menu Equipment Administration Settlement SD Order Create SD Orders Job Split (INPUT)

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2. On the Input CEM Sales Orders with Job Split in SD screen, make the following entries:


Document no. First shipping document number

Noted in the step 4.1.3

Settlement date Today‘s date + 12days

Program starts as: Test Run

Program starts as: Upd. Run X

Settle equipment performance X

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If test run is marked, the transaction J3GZ can be executed several times with the same document number. This can be used to test the customize settings during implementation of ETM (CEM).

3. Choose Execute.

4. Choose Back. Choose Enter to confirm the message External job J3GNACHBEARBEITUNG started with serial number xxxxxxxx.

If you are running transaction via J3GZ, please choose Back to confirm the message, and then exit the screen. Otherwise, the system is blocked during next J3GZ run. In case the transaction is blocked, please execute transaction code J3GN, choose the Refresh data option then choose Execute to unlock.


4.1.6 Logging for CEM SD Settlement



SAP ECC menu Logistics Equipment and Tools Management Transaction Data Settlement SD Orders Settlement Log

Transaction code /SAPCEM/SD_PROT

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Business role ECO Equipment Administrator(DIMP)


Business role menu Equipment Administration Transaction data Settlement Log for ETM SD Settlement

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2. Double-click the latest protocol entry.

<Date> Upd. run <User Name>

3. All Messages to this settlement run are displayed on the right screen.

4. Double-click the text SD order created of message 332.

5. All messages of this settlement run are displayed at the bottom of the screen under SD Order as shown below:

Sales Doc. Sold-to party Sender Recipient Resource ATyp ShipDocNo.

5000AAA CI002 CL002 CA002 C00013 02 XXX

5000BBB CE030 CA002 CA002 C00013 02 XXX

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SD order 5000AAA (document type J3G1) created for internal cost allocation.

SD order 5000BBB (document type J3G2) created for external invoice.

Double-click the shipping document number or master data recipient/resource) the selected document or master data is displayed.

6. Note the SD-order numbers. The data is now ready for the cost allocation via invoice.

The creation of SD order documents is usually done once at the end of the period for all documents.


4.1.7 Internal Cost Allocation

4.1.7.1 Displaying SD Order



SAP ECC menu Logistics Sales and Distribution Sales Order Display

Transaction code VA03

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Business role menu Equipment Administration Sales Sales Order Display Sales Order

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2. On the Display Sales Order: Initial Screen, make the following entries and choose Enter:


Order 5000AAA Order number displayed in line 1

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3. On the Display CEM cost settlement 5000AAA: Overview screen, choose the line item 10 and choose Document at the button of the screen.

4. On the Display CEM cost settlement 5000AAA: Item Data screen, choose the tab Object data for CEM and view the equipment relevant data.

5. On the Display CEM cost settlement 5000AAA: Item data screen, choose the tab Document data for CEM and view the document relevant data.

6. Choose Exit and go back to SAP Easy Access screen.

4.1.7.2 Creating Billing Document



SAP ECC menu Logistics Sales and Distribution Billing Billing Document Create

Transaction code VF01

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Business role menu Equipment Administration Sales Billing Create Billing Document

2. On the Create Billing Document screen, enter the sales document number 5000AAA in the document field and choose Enter.

3. On the CEM internal (J3G1) Create: Overview of Billing Items screen, save your entries.

4. Note the Billing document number displayed at the bottom of the screen.


4.1.7.3 Displaying Billing Document



SAP ECC menu Logistics Sales and Distribution Billing Billing Document Display





Business role menu Equipment Administration Sales Billing Display Billing Document

2. On the Display Billing Document screen, enter the billing document number created in previous step in the Billing document field and choose Accounting.

3. In the List of Documents in Accounting dialog box, choose the Accounting document number and choose Choose.

4. On the Display Document: Data Entry View screen, you can view and note the bookings of the Accounting document. Choose Cancel.

5. In the List of Documents in Accounting dialog box, choose Controlling Document and choose Choose.

6. On the Display Actual Cost Documents screen, you can view the booking of Cost Accounting document.

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ResultAccounting Documents are generated.

4.1.8 External Cost Allocation

4.1.8.1 Displaying Sales Order





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Order 5000BBB Order number displayed in line 2

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3. On the Display CEM cost settlement 5000BBB: Overview screen, select the line item 10 and choose Document at the button of the screen.

4. On the Display CEM cost settlement 5000BBB: Item Data screen, choose the tab Object data for CEM and view the equipment relevant data.

5. On the Display CEM cost settlement 5000BBB: Item data screen, choose the tab Document data for CEM and view the document relevant data.







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2. On the Create Billing Document screen, enter the sales document number 5000BBB in the Document field and choose Enter.




ResultThe system generates an invoice for billing.






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2. On the Display Billing Document screen, enter the Billing document number created in previous step in the field Billing Document and choose Accounting.

3. In the List of Documents in Accounting dialog box, choose the Accounting number and choose Choose.

4. On the Display Document: Data Entry View screen, you can view and note the bookings of the Accounting document. Choose cancel.

5. In the List of accounting documents dialog box, choose Cost Accounting doc and choose Choose.

6. On the Display Actual Cost Document screen, you can view at the booking of Cost Accounting document.


ResultAccounting Document is generated.

Financial Posting:

Material Debited Accounts

Credited Accounts Cost Element / CO Object

CE030 (16443100)

38000100 Depr. + intrst calc. for time-bsd equi.

38000120 Repair costs flat rate time-bsd equi.

18141101 Service tax provision on services-HO

WBS CA002

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If you run above business case for the second time, execute steps 4.2.4 to 4.2.5 for creating the equipment and equipment BOM firstly and then execute steps 4.1.1 to 4.1.8 for all the rest.

4.2 Time-Based Equipment Process Including Third-Party Rental Equipment


UseIn this activity, you create an ETM requisition note.



SAP ECC menu Logistics Equipment and Tools Management Transaction Data Planning Requisition Note Create


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Business role Project Manager ECO (DIMP)

(SAP_NBPR_PROJMNGR_ECO_DIMP-M)


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2. On the Create Requisition Note screen, make the following entries:


Recipient CA002

Period Today’s date

Today’s date + 10days

Enter today’s date in from field

Enter today’s date + 10 days into to field

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3. Choose Enter.

4. On the Create Requisition Note: Requirement overview screen, make the following entries:



Requirement Overview screen

Class CEM_CRANE_TOP

Quantity 1

U/M NOS

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6. On the Item %000000001/00010:Characteristic Value Assignment screen, make the following entries in the tab screen Characteristic Value Assignment:


Hook high max > 10 m

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8. On the Create Requisition Note: Requirements overview screen, select item 10 and choose Hit list.

9. On the Equipment Hit List screen, all equipment matching the requirement is displayed.

10. If no equipment is available, we shall rent the equipment from the third-party company then process the following step for Chapter 4.2.2.

11. Choose Back and not save the requisition note, choose back and confirm the message to go back to SAP Easy Access screen.

4.2.2 Creating Purchasing Requisition for Rental Equipment

UseThis step is only required if there is no equipment available when executing the previous step.



SAP ECC menu Logistics Materials Management Purchasing Purchasing Requisition Create

Transaction code ME51N

© SAP AG of 214





Business role menu Equipment Administration Purchasing Purchase Requisition Create Purchase Requisition

© SAP AG of 214


2. On the Create Purchasing Requisition screen, choose NB Purchasing Requisition and make the following entries:


Item Overview Choose Expand Items if the collapsed

AK

Account Assignment Category – Project

Short Text Rental of Crane - 10 mtr.

Quantity 1

Unit NOS

Delivery Date Today+10days

Purchasing Group 100

Material Group YBF01

Plant 1000

Choose Enter

Valuation Price 500 Under tab Valuation

G/L account 49999100 Under tab Account Assignment

CC 1801 Under tab Account Assignment

© SAP AG of 214



4. Choose Back to SAP Easy Access screen.

4.2.3 Converting Purchase Requisitions to Purchase Order

UseOnce the purchase requisitions have been generated, the Purchasing agent can then generate a list of the requisitions that fall under their responsibility and then convert them to POs.



SAP ECC menu Logistics Materials Management Purchasing Purchase Order Create Vendor/Supplying Plant Known

Transaction code ME21N

© SAP AG of 214





Business role menu Equipment Administration Purchasing Purchase Order Create Purchase Order

© SAP AG of 214


If the help window displays on the left side of the screen, choose Close.

2. If the Document overview window is not displayed, choose Document overview on.

3. In the Document Overview window, choose Selection Variant on the left of the screen, and then choose Purchase Requisitions.

4. On the Purchasing Requisitions screen, make sure all fields are blank. In the Purchasing Group field, enter 100 and choose Execute. The requisitions are listed in the Document Overview pane on the Create Purchase Order screen.

5. Choose the requisition you noted in the previous step that correspond to the following materials: (Use the shift key to select a range of requisitions).

6. Choose Adopt on the left pane.

7. Enter Vendor 300000, Purch. Org. 1000.

8. Expand the Item Overview and Item Details if they are collapsed, then enter quantity 1 and tax code S1 for each item.


10. Choose Back and go back to SAP Easy Access screen.

4.2.4 Posting Goods Receipt

UseOnce the purchase requisitions have been generated, the Purchasing agent can then generate a list of the requisitions that fall under their responsibility and then convert them to POs.



SAP ECC menu Logistics Materials Management Inventory Management Goods Movement Goods Movement(MIGO)

Transaction code MIGO

© SAP AG of 214



Business role Warehouse Clerk

(SAP_NBPR_WAREHOUSECLERK-S)

Business role menu Warehouse Management Consumption and Transfers Other Goods Movement

© SAP AG of 214


If the help window displays on the left side of the screen, choose Close.

2. On the Goods Receipt Purchase Order - <User> screen, make the following entries and choose Execute:


Executable Action in Transaction

Goods Receipt

Reference Document Purchase Order

Purchasing Document number

Purchase Order Number created in previous step

© SAP AG of 214


3. Select the Item OK checkbox at the bottom of the screen, choose Enter.

4. On the Excise Invoice tab, at Header Data, make the following entries.


Excise Action No Excise Entry Choose No Excise Entry from dropdown list

© SAP AG of 214


5. Choose Post.

6. Confirm any warning message, then choose Back and go back to SAP Easy Access screen.

4.2.5 Invoice Verification

UseEnter the invoice for this Purchase order.



SAP ECC menu Logistics Materials Management Logistics Invoice Verification Document Entry Enter Invoice

Transaction code MIRO

© SAP AG of 214





Business role menu Equipment Administration Invoice Enter Incoming Invoice

© SAP AG of 214


2. On the Enter Incoming Invoice: Company Code 1000 screen, make the following entries:


Transaction Invoice Choose entry from the input help.

Invoice Date <enter date dd.mm.yyyy> For example: current date

PO number <purchase order number from previous steps>

On tab PO reference in lower screen area

© SAP AG of 214


3. Choose Enter.

4. With the purchase order information displayed, enter the invoice amount including taxes, and select the Calculate Tax checkbox. Choose the same tax code S1 in the purchase order.

5. Choose Post to save your entries.

6. Choose Back and go back to SAP Easy Access screen.

ResultThe system generates a logistics invoice and an accounting document.

Financial postings:

Material Debited Accounts

Credited Accounts Cost Element / CO Object

300000 Vendor domestic 00

18729001 Provisional liability-Vendor-Materials-GR/IR

26364211 Service tax on hold on services-BP 21

26364216 ECS on hold on services-BP 21

26364218 SEC on hold on services-BP 21

none

© SAP AG of 214


4.2.6 Creating Equipment

UseIn this activity, you create equipment.



SAP ECC menu Logistics Equipment and Tools Management Master Data Equipment Create

Transaction code IE01

© SAP AG of 214





Business role menu Equipment Administration Master Data Equipment Create Equipment

© SAP AG of 214


2. On the Create Equipment: Initial Screen, make the following entries:


Equipment C00015

Valid On 01.01.2010

Equipment Category 1

Reference Equipment C00013

© SAP AG of 214


3. Choose Enter.

4. On the Copy Equipment screen, mark all fields and choose Continue.

5. Save your entries to create the new equipment.


4.2.7 Creating Equipment BOM

UseIn this activity, you process the Time Based scenario for the second time or process this business case with rental equipment from a third-party company.



SAP ECC menu Logistics Equipment and Tools Management Master Data Catalogs Bill of Material Create

Transaction code J3GSL01

© SAP AG of 214





Business role menu Equipment Administration Master Data Catalog - Bill of Material Create Catalog BOM

© SAP AG of 214


2. On the Create ETM BOM: Initial Screen, make the following entries:


Equipment C00015

Catalog BGL91

No.in catalog 2125-0200

Valid From 01.01.2010

© SAP AG of 214


3. Choose Enter.

4. On the Create ETM BOM: Detail screen, make the following entries:


No. in catalog 2125-0200

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5. Choose the Value assignment for item, accept the message as Do you want to change the existing values with Yes.

6. Choose Back.

7. Choose Save and activate (F7).

Execute steps 4.1.1 to 4.1.8 for the remaining steps from creating the requisition notes to billing document generation.


4.3 Performance Based Equipment Process

PurposeThis business scenario is used to record performed equipment hours, used amount of fuel and oil (for example, liter), amount of kilometers, and so on, for a project and to settle performance based equipment (PBE). PBEs are settled due to its performed hours respectively its quantity. Performance based equipment - mostly very expensive single equipment – are send out to a construction side via a shipping document (for tracking), but parallel to this a performance based equipment document (PBE document) is entered to control the usage of single equipment. A typical performance based equipment is an excavator.

The performance based equipment process starts analogous to the time based equipment process with an equipment request of a project manager or foreman, who needs an excavator with a certain specification (for example, Power 100kw) for a certain period. The project manager can either enter an ETM requisition note directly by himself or he calls the equipment manager/administrator (responsible for all equipment) and he then enters the requirement in the system. After the equipment manager has assigned the request to equipment, it is sent to the project.

On either a daily or weekly basis, the performed equipment hours are entered on a PBE document to the project or recipient. After the PBE documents are entered for the period, settlement is run, which recognizes that a PBE document and a shipping document exist and that they are interdependent.

After the settlement list has been created and checked for its correctness through the project manager or foreman the billing run takes place.




SAP ECC menu Logistics Equipment and Tools Management Planning Requisition Note Create


© SAP AG of 214



Business role Project Manager ECO (DIMP)

(SAP_NBPR_PROJMNGR_ECO_DIMP-M)


© SAP AG of 214


2. On the Create Requisition Note screen, make the following entries and choose Enter:


Recipient CA002

Period Today’s date until Today’s date

Enter today’s date in both from and to fields

© SAP AG of 214


3. On the Create Requisition Note: Requirements overview screen, make the following entries:



Requirement Overview screen

Class CEM_EX_WHEELS

Quantity 1

U/M NOS

© SAP AG of 214



5. On the Item %000000001/00010:Characteristic Value Assignment screen, make the following entries in the tab screen Characteristic Value Assignment:


Power kw < 100 KW

© SAP AG of 214



7. On the Create Requisition Note: Requirements overview screen, select item 10 and choose Hit list.

8. On the Equipment Hit List screen, all Equipment matching the requirement is displayed.

9. Choose Exit.

10. On the Create Requisition Note: Requirements overview screen, save your entries.

11. On the Create Requisition Note screen, note down the requisition number displayed at the bottom of the screen.


4.3.2 Assigning Requisition Note to Equipment

UseIn this activity, you assign the requisition note to the equipment.



SAP ECC menu Logistics Equipment and Tools Management Planning Requirements Overview Graphical Planning Board - Change

Transaction code /SAPCEM/PT01

© SAP AG of 214





Business role menu Equipment Administration Transaction data Shipping Document ETM Planning Board - Change Mode

© SAP AG of 214


2. On the CEM: planning board screen, make the following entries:


Evaluation Period From: Today’s date


Class Type 002

Class CEM_EX_WHEELS

Planning board From: Today’s date


© SAP AG of 214


3. Choose Execute.

4. On the CEM Planning Board: Change mode screen, you can find the Equipment on the upper half and Recipient on the lower half of the screen.

5. Find your Recipient and on the right side of the screen in line of your recipient you can find your requirement created in step 4.3.1.

6. Select your Requirement and assign it with drag and drop to Equipment C00041 (or a new equipment created if C00041 has been used already).

7. Choose Save and Refresh.

8. On the ETM Planning Board: Change mode screen, choose your requirement and then choose Shipping.

9. On the Generate Shipping Document: Enter Parameters screen, enter Document type C1 and Default Activity Type, then choose Enter.

If the system raise error message as Equipment CXXXXX already at recipient CA002, please use transaction code J3GH to move the equipment CXXXXX from CA002 to CL002. You may refer to step 4.1.4 Returning Equipment back to the Construction Yard/Warehouse for the details. Then execute the step 8-9.

10. Confirm the message.


12. Choose Back twice to return to SAP Easy Access screen.

ResultPlanning board is updated and the requirement is now assigned to the Equipment and the first shipping document had been created.

4.3.3 Creating PBE Document

UseIn this activity, you create the PBE document.



SAP ECC menu Logistics Equipment and Tools Management Transaction Data Documents PBE Documents Enter

Transaction code J3G$

© SAP AG of 214





Business role menu Equipment Administration Transaction data PBE Document Create PBE Document

© SAP AG of 214


2. On the Create PBE Document: Initial Screen, make the following entries and choose Enter:


Document Type C6

© SAP AG of 214


3. On the PBE DOCUMENT (MACHINES) Create Header and Item Data: Detail screen, maintain following entries and choose Enter:


Period Today’s date – Today’s date

In both fields from and to, enter today’s date

Recipient CA002

Equipment C00041

© SAP AG of 214


4. When you choose Enter, Item data screen is displayed. Maintain the following values on Item data screen:


Activity Type02

Choose Enter after entering the activity type.

mm/dd/yy (today’s date) 8

Specify working hours

© SAP AG of 214




ResultPBE document is created.

4.3.4 Document List for PBE

UseIn an operation system it is not necessary to run this transaction, because the following transaction J3GZ is executed once per month and the selection is made per settlement date or ship-to party.



SAP ECC menu Logistics Equipment and Tools Management Transaction Data Documents PBE Documents Document List for PBE Document List for PBE

Transaction code J4GQ

© SAP AG of 214





Business role menu Equipment Administration Transaction data PBE Document Document List for PBE

© SAP AG of 214


2. On the List of Created PBE Documents screen, enter the following values and choose Execute (F8).


Date of activity output Today’s date

Equipment C00041

© SAP AG of 214


3. On the List of created PBE documents screen, make a note of the external document number: __________


4.3.5 Creating Sales Order

UseIn this activity, to settle or invoice the rental fee for a period of time, you create SD orders.





© SAP AG of 214


2. On the Input CEM Sales Orders with Job Split in SD screen, make the following entries:


Document noPBE document number

Noted in the previous step

Settlement date Today‘s date

Program starts as: Test Run

Program starts as: Upd. Run X

Settle equipment performance X

© SAP AG of 214



3. Choose Execute.

4. Choose Back. Choose Enter to confirm the message External job J3GNACHBEARBEITUNG started w serial number 12xxxxxx.

If you are running transaction via J3GZ, please choose Back to confirm the message, and then exit the screen. Otherwise, the system is blocked during next J3GZ run. In case the transaction is blocked, execute transaction code J3GN, choose the Refresh data option to unlock.



UseIn this activity, you check a settlement log.





© SAP AG of 214



<Date>Upd.run<Name>

3. All Messages to this settlement run are displayed.


5. All messages of this settlement run are displayed at the bottom of the screen under SD Order as shown below:

Sales doc. Sold-to pt Sender Recipient Resource ATyp Document No

5000AAA CI002 CA002 C00041 02 200000XXX

5000BBB CE030 CA002 CA002 C00041 02 200000XXX

© SAP AG of 214


SD order 5000AAA (document type J3G1) created for internal cost allocation

SD order 5000BBB (document type J3G2) created for external invoice

Double-click the document number (shipping document) or master data recipient/resource) the selected document or master data is displayed.

6. Note the SD order numbers. The data is now ready for the cost allocation via invoice.

The step of creating SD order documents is usually done once at the end of the period for all documents collectively.


4.3.7 Internal Cost Allocation


UseIn this activity, you display the sales order.





© SAP AG of 214


2. On the Display Sales Order: Initial Screen, make the following entries and choose enter:


Order 5000AAA Order number displayed in line 1

© SAP AG of 214


3. On the Display CEM cost settlement 5000AAA: Overview screen, select the line item 10 and choose Document at the bottom of the screen.

4. On the Display CEM cost settlement 5000AAA: Item data screen, choose the tab Object data for CEM and view the equipment relevant data.

5. On the Display CEM cost settlement 5000AAA: Item data screen, choose the tab Document data for CEM and view the document relevant data.

6. Choose exit and go back to SAP Easy Access screen.


UseIn this activity, you create the billing document.





© SAP AG of 214


2. On the Create Billing Document screen, enter the sales document number 5000XXX in the document field and choose Enter.



5. Choose Exit and return to SAP Easy Access screen.

ResultThe billing document is created.






© SAP AG of 214




4. On the Document Overview screen, you can view and note the bookings of the Accounting document. Choose cancel.


6. On the Display Actual Cost Document screen, you can view ate booking of Cost Accounting document.

7. Choose Back and confirm the message to return to SAP Easy Access screen.


4.3.8 External Invoice


UseIn this activity, you display the sales order.





© SAP AG of 214




Order 5000BBB Order number displayed in line 2

© SAP AG of 214


3. On the Display CEM cost settlement 5000BBB: Overview screen, select the line item 10 and choose Document button at the button of the screen.

4. On the Display CEM cost settlement 5000BBB: Item Data screen, choose the tab Object data for CEM and view the equipment relevant data.

5. On the Display CEM cost settlement 5000BBB: Item data screen, choose the tab Document data for CEM and view the document relevant data.



UseIn this activity, you create the billing document.





© SAP AG of 214


2. On the Create Billing Document screen, enter the sales document number 5000YYY in the document field and choose Enter.

3. On the CEM external (J3G2) Create: Overview of Billing Items screen, save your entries.




UseIn this activity, you display the billing document.





© SAP AG of 214









4.4 ETM Non-Consumable Material Process

PurposeThis business scenario uses standard material, called non-consumable material for example, site facilities, ladders, and so on.

has to be sent out from a warehouse to a recipient (debtor master with enhanced ETM view) together with equipment in one ETM shipping document

or

has to be taken out of a magazine

In both ways, non-consumable material is given back to the magazine or the warehouse via ETM shipping document after it has been used. This saves time and costs for transports and administrative effort. Magazines are a kind of little project warehouses on large construction sites/projects.

The process in ETM is called sales and repurchase of non consumable material to and from a recipient/project - to and from a warehouse. This means, construction sides buy non consumable material for a fixed price and after the non consumable material is given back to either the magazine or the warehouse a reduced value is credited to the project (automated repurchase process).

When the periodically settlement takes place, projects get debited for the received material and credited for the returned material. So the project pays a kind of provision fee for the usage of the material.

Generally the settlement of non consumable material is based on quantity and not on the time period like time based equipment.

The cost charging and automated repurchase of non-consumable material is fully automated handled via ETM.

4.4.1 Initial Stock Posting for Non-Consumable Material

Use

© SAP AG of 214


In this step, you receive the material both in MM and ETM stock. After the goods receipt posting, the stock in MM and ETM increase with the same quantity.





© SAP AG of 214


2. On the Initial Screen, make the following entries:


Action Goods Receipt First top-left frame

Reference Other Second top-left frame

Movement type 501

Special Stock Indicator

© SAP AG of 214


3. Choose Enter.

4. On the Material tab, make the following entries:


Material CG0072

© SAP AG of 214


5. On the Quantity tab, make the following entries:


Qty in Unit of Entry <Required quantity> 100

© SAP AG of 214


6. On the Where tab, make the following entries:


Plant 1000

Storage Location 1040

Choose Enter

© SAP AG of 214


7. Select the Items OK check box.

8. Choose Post.


ResultInitial stock for the consumable materials was posted.

4.4.2 Stock Overview in MM

UseThis step is carried out to note down the initial stock (stock before creating a shipping document) in the SAP Plant.



SAP ECC menu Logistics Materials Management Environment Stock Stock Overview

Transaction code MMBE

© SAP AG of 214



Business role Project Manager ECO

(SAP_NBPR_PROJECTMANAGER_ECO-M)

Business role menu Project Management Material Stock Stock Overview

© SAP AG of 214


2. On the Stock Overview: Company Code/ Plant/ Storage Location/ Batch screen, enter the following values and choose Execute (F8):


Material CG0072 <Material Number>

Plant 1000 <Plant>

Storage Location 1040 <Stor. Loc>

© SAP AG of 214


3. Note the quantity of Material in Unrestricted Use column ___________. This is the quantity of material in Plant/ Storage Location before any delivery.


ResultMaterial Stock in Storage Location is noted _______

4.4.3 Current Stock for Material in ETM

UseThe current stock for material can be noted down for the recipients CL002, CA002, and CP002.



SAP ECC menu Logistics Equipment and Tools Management Transaction Data Environment Current Stock J4GM – Material Stock

Transaction code J4GM

© SAP AG of 214





Business role menu Equipment Administration Transaction data Material Stock Current Stock for Material

© SAP AG of 214


2. On the Stock List Current Stock screen, enter following values and choose Execute.


Material stock Checked

Choose Enter

Material Number CG0072 <Material Number>

© SAP AG of 214


3. Note the stock quantity of Material for Recipients CL002, CA002, and CP002.


ResultMaterial Stock is noted for Recipients.

4.4.4 Creating First ETM Shipping Document for Acquisition

UseThe shipping document is created to transfer material from warehouse CL002 (recipient 1) to CA002 (recipient 2).

PrerequisitesThere should be enough stock in the warehouse.





© SAP AG of 214






Sender CL002

Recipient CA002

© SAP AG of 214


4. On the Create SHIPPING DOCUMENT: Item Data screen, choose Material tab and make the following entries:


Material CG0072


Activity Type 20

© SAP AG of 214






4.4.5 Displaying Shipping Document

UseThis activity displays Material documents.



SAP ECC menu Logistics Equipment and Tools Management Transaction Data Documents Shipping Documents Display

Transaction code J3GJ

© SAP AG of 214





Business role menu Equipment Administration Transaction data Shipping Document Display Shipping Documents

© SAP AG of 214


2. On the Display Shipping document: Initial Screen, enter the shipping document number noted in the previous step in the Document number field. Choose Enter.

3. On the Display SHIPPING DOCUMENT: Item Data screen, in the Header data area, you can see the material document number in the Mat. Doc. field.

4. Double-click the field material document number in Mat. Doc. field.

5. On the Display Material Document XXXXXXXXXX: Overview screen, the system displays the material document that is automatically created via shipping document.

6. Choose Back to return to SAP Easy Access screen.


UseThis step is carried out to note down the stock after acquisition of material.





© SAP AG of 214


2. On the Stock Overview: Company Code/ Plant/ Storage Location/ Batch screen, enter the following values and choose execute:



Plant 1000 <Plant>


© SAP AG of 214


3. Note the quantity of Material in Unrestricted Use column ___________. This is the quantity of material in Plant/ Storage Location after delivery.


ResultMaterial Stock in Storage Location is reduced by 5 units.


UseThe current stock for material can be noted down for the recipients CL002 and CA002 after delivery document is created.





© SAP AG of 214




ResultThe stock of recipient (1) Warehouse CL002 is now 5 pieces less and the stock of recipient (2) CA002 is increased by 5 pieces.

4.4.8 Creating Second ETM Shipping Document for Acquisition

UseThe shipping document is created to transfer material form (recipient 2) CA002 to (recipient 3) CP002.





© SAP AG of 214



3. On the Create SHIPPING DOCUMENT: Item Data screen, enter the following values and choose Enter:



Sender CA002

Recipient CP002

© SAP AG of 214


4. In the Choose PSP element (personal value list) dialog box, choose WBS element XSUBCON00213.

5. Choose Enter.



Material CG0072


Activity Type 20

© SAP AG of 214







UseThis activity displays generated documents.



SAP ECC menu Logistics Equipment and Tools Management Transaction Data Documents Shipping Documents Display


© SAP AG of 214


2. On the Display Shipping Document: Initial Screen, enter the shipping document number noted in the previous step in the Document Number field. Choose Enter.

3. On the Display Shipping Document: Item Data screen, you can view the shipping document generated.

4. The field Material document is empty because the shipping document was generated from recipient (2) CA002 to Recipient (3) CP002.

The intermediate recipient (header data) field displays Warehouse CL002 (recipient (1). In the SD order, a position is automatically generated for the repurchase from recipient (2) CA002 to the Warehouse CL002 recipient (1).








© SAP AG of 214


2. On the Stock Overview: Company Code/ Plant/ Storage Location/ Batch screen, enter the following values and choose Execute.



Plant 1000 <Plant>


© SAP AG of 214


3. Note the quantity of Material in Unrestricted Use column ___________. This is the quantity of material in Plant/ Storage Location after second delivery.

4. Choose Exit twice and go back to SAP Easy Access screen.

ResultThere is no change in quantity.







© SAP AG of 214




ResultThe stock of recipient (2) CA002 is now 5 pieces less and the stock of recipient (3) CP002 is increased by 5 pieces.

4.4.12 Creating Sales Order

UseAn SD order must be created to settle/ invoice the rental fee for a period of time.





© SAP AG of 214


2. On the Input CEM Sales Orders with Job Split in SD screen, enter the following values and choose Execute:


Document no. From: First Shipping document created

To: Second shipping document

Settlement Date Today’s date

Program start as Upd. Run X

Program start as Test run

Settle material deliveries X

© SAP AG of 214



3. Choose Back, choose Enter to confirm the message External job J3GNACHBEARBEITUNG started w serial number 12xxxxxx.

If you are running transaction via J3GZ, choose Back to confirm the message, and then exit the screen. Otherwise, the system is locked during next J3GZ run. In case the transaction J3GZ is blocked, execute transaction code J3GN, choose the Refresh data option to unlock.

4. Choose Back to return to SAP Easy Access screen.






© SAP AG of 214







<Date>Upd.run<Name>

3. All Messages to this settlement run are displayed.


5. SD Orders are created and displayed as overview at the bottom of the screen as shown below:

Sales doc.

Sold-to pt Sender Recipient Resource ATyp ShipDocNo

5000AAA CI002 CL002 CA002 20 XXX (first shipping doc)

5000BBB CI002 CL002 CP002 20YYY(second shipping doc number)

5000CCC CI002 CA002 CL002 21YYY(second shipping doc number)

5000DDD CE030 CA002 CA002 20 XXX (first shipping doc)

5000EEE CE030 CA002 CA002 21YYY(second shipping doc number)

Shipping Document number XXX (first shipping document number)

Sender recipient (1) CL002 to recipient (2) CA002

Line 1:Internal Selling of Material from CL002 to CA002

Line 4: External Selling of Material to debtor CE030 on behalf of CA002

Shipping Document number YYY (second shipping document number)

Line 3: Internal Purchasing of material from recipient (2) CA002 to recipient (1) CL002

© SAP AG of 214


Line 5: external repurchasing of material from debtor CE030 on behalf of recipient (2) CA002

Line 2: internal selling of material from recipient (1) CL002 to recipient (3) CP002

The SD orders on lines 3, 4, and 5 are automatically created due customizing settings. With double-click the document number (sales-/shipping document) or master data (recipient/resource) the selected document or master data is displayed.

6. Make a note of the SD Order numbers: __________ __________ __________ __________


ResultSD orders are created and the data is now ready for cost allocation via invoice.

4.4.14 Internal ETM Material Sales






© SAP AG of 214




Order SD Order no. (Line 1), for example: 5000AAA

Order number displayed in line 1, for cost allocation

© SAP AG of 214


3. On the Display CEM mat. sales int.5000AAA: Overview screen, select the line item 10 and choose Item Details at the button of the screen.

4. On the Display CEM mat. sales int.5000AAA: Item Data screen, choose the tab Document data for CEM and view the document data.

5. Choose ETM Material Sales/ Repurchase tab and review the sales and repurchase data for material.

6. Choose cancel twice to go back to SAP Easy Access screen.






© SAP AG of 214


2. On the Create Billing Document screen, enter the sales document number in the document field and choose Enter.

3. On the CEM invoice list int (J3G3) Create: Overview of Billing Items screen, check the order quantity, delivery date, and activity. Save your entries.









© SAP AG of 214


2. On the Display Billing Document screen, enter the billing document number created in previous step in the Billing Document field and choose Accounting.


4. On the Display Document: Data Entry View screen, you can view and note the bookings of the accounting document. Choose Cancel.

5. In the List of Documents in Accounting dialog box, choose Controlling Document line and choose Choose.

6. On the Display Actual Cost Documents screen, you can view the booking of Cost Accounting document.



Financial Posting:

Debited Accounts Credited Accounts Note

33112900 Sal-Dom-Dir-Svc 33112900 Sal-Dom-Dir-Svc

© SAP AG of 214


3. On the Display CEM mat. Sales int.5000BBB: Overview screen, select the line item 10 and choose Item Details at the button of the screen.

4. On the Display CEM mat. Sales int.5000BBB: Item data screen, choose the tab Document data for CEM and view the document data.

5. Choose cancel twice to go back to SAP Easy Access screen.






© SAP AG of 214



3. On the CEM invoice list int (J3G3) Create: Overview of Billing Items screen, check the order quantity, delivery date, and activity. Save your entries.


5. Choose Exit to go back to SAP Easy Access screen.


4.4.15.3 Displaying Billing Document for External





© SAP AG of 214


2. On the Display Billing Document screen, enter the Billing document number created in previous step in the Billing Document field and choose Accounting.

3. In the List of Documents in Accounting dialog box, choose the Accounting document line and choose Choose.



6. On the Display Actual Cost Documents screen, you can view the Cost Accounting document.



Financial Posting:



© SAP AG of 214


3. On the Display CEM mat. repur. int.5000CCC: Overview screen, select the line item 10 and choose Item Details at the button of the screen.

4. On the Display CEM mat. repur. int.5000CCC: Item Data screen, choose the tab Document data for CEM and view the shipping document relevant data.

5. Choose Cancel twice and go back to SAP Easy Access screen.






© SAP AG of 214



3. On the CEM mat repur. int (J3G4) Create: Overview of Billing Items screen, check the order quantity, delivery date, and activity. Save your entries.


5. Choose cancel and go back to SAP Easy Access screen.







© SAP AG of 214


3. On the Display CEM mat. sales ext. 5000DDD: Overview screen, select the line item 10 and choose Item Details at the button of the screen.

4. On the Display CEM mat. sales ext. 5000DDD: Item data screen, choose the tab Document data for CEM and view the document data.

5. Choose cancel twice and go back to SAP Easy Access screen.






© SAP AG of 214


2. On the Create Billing Document screen, enter the sales document number in the document field and choose enter.

3. On the CEM mat. repur. ext. (J3G9) Create: Overview of Billing Items screen, check the order quantity, delivery date, and activity. Save your entries.








© SAP AG of 214



3. In the List of Documents in Accounting dialog box, choose the Accounting document line and choose Choose.






Financial Posting:

Material Debited Accounts Credited Accounts Note

CE030 33112900 Sales-Dom-Direct-Services

18141101 Service tax provision on services-HO

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4.5 ETM Consumable Material Process

PurposeYou use this business process to send out standard material, called consumable material (for example, concrete or nails) together with equipment in one ETM shipping document to reduce transport- and handling costs for projects in construction industry.

The cost charging is done by SAP standard Sales and Distribution (SD) and Material Management (MM). ETM only overtakes - logistically seen - the delivery of consumable material.

No settlement takes place in ETM for consumable materials.

4.5.1 Initial Stock Posting for Consumable Material





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2. On the Goods Receipt Other - <User> screen, make the following entries:


Action Goods Receipt First top-left frame

Reference Other Second top-left frame

Movement type 501

Special Stock Indicator

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7. Select the Items OK checkbox.



ResultInitial stock for the consumable materials was posted.


UseThis step is carried out to note down the initial stock (stock before creating a shipping document) in the SAP Plant.





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2. On the Stock Overview: Company Code/ Plant/ Storage Location/ Batch screen, enter the following values and choose Execute:


Material CV0018 <Material Number>

Plant 1000 <Plant>


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3. Note the quantity of Material in Unrestricted Use column ___________. This is the quantity of material in Plant/ Storage Location before any delivery.


ResultMaterial Stock in Storage Location is noted _______.







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3. Note the stock quantity of Material for Recipients CL002.


ResultThe stock of recipient CL002 is increased.

4.5.4 Creating ETM Shipping Document for Acquisition

UseThe shipping document is created to transfer material from warehouse CL002 (recipient 1) to CP002 (recipient 2).

PrerequisitesThere should be enough stock in the warehouse.



SAP ECC menu Logistics Construction Equipment Management Transaction Data Documents Shipping Documents Create


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3. On the Create SHIPPING DOCUMENT: Item Data screen, enter the following values and choose Enter:



Sender CL002

Recipient CP002

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4. In the Choose PSP element (personal value list) dialog box, choose WBS element XSUBCON00213.

5. Choose Enter.



Material CV0018


Activity Type 20

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UseThis activity displays Material and Accounting and Cost Accounting Documents.



SAP ECC menu Logistics Construction Equipment Management Transaction Data Documents Shipping Documents Display


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2. On the Display Shipping document: Initial Screen, enter the shipping document number noted in the previous step in the Document Number field. Choose Enter.

3. On the Display SHIPPING DOCUMENT: Item Data screen, in the Header data display, you can see the Material Document number.

4. Double-click the Material Document number field.

5. On the Display Material Document XXXXXXXXXX: Overview screen, the system displays the material document that is automatically created via shipping document.

6. Choose the Accounting Document tab.

7. In the List of Documents in Accounting dialog box, select the Accounting Document and choose Choose.

8. On the Document Overview screen, note down the account postings.

9. Choose Back.

10. In the List of Documents in Accounting dialog box, select the Cost accounting doc. Choose Choose.

11. On the Display Actual Cost Documents screen, you can see that the WBS element XSUBCON00213 of the Recipient CP002 is credited.

12. Choose Back twice to return on the SAP Easy Access screen.

4.5.6 Stock Overview in MM after Acquisition






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2. On the Stock Overview: Company Code/ Plant/ Storage Location/ Batch screen, enter the following values and choose Execute:


Material CV0018 <Material Number>

Plant 1000 <Plant>


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3. Note the quantity of Material in Unrestricted Use column ___________. This is the quantity of material in Plant/ Storage Location after delivery.


ResultMaterial Stock in Storage Location is reduced by 5 units.







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2. On the Stock List Current Stock screen, enter following values and choose Execute:


Material Stock Checked Choose Enter

Material Number CV0018 <Material Number>

3. Note the stock quantity of Material for Recipients CL002 and CP002.


ResultThe stock of recipient CL002 is decreased and the stock of recipient CP002 is increased.

5 Follow-up Processes

5.1 Project Reporting for Engineering and Construction

External Process

UseThe project budget report shows basically the cost situation, forecast, and profitability at a glance.

ProcedureTo execute this activity, see process step 4.1 in BPD 448 (Project Reporting for Engineering and Construction), using the master data given below.

Steps to process from scenario Project Structure Setup(448)

Report Name Project Budget Report

Transaction Code CJE0

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Equipment and Tools Management (444) Business Process Documentation'

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Transcript of Equipment and Tools Management (444) Business Process Documentation'