Equipment Master

35
Equipment Master

Transcript of Equipment Master

Page 1: Equipment Master

Equipment Master

Page 2: Equipment Master

04/07/2023 School Transportation Maintenance 2

Display Equipment MasterSAP Transaction Code: IE03

• Use this transaction to review data on the vehicle.

• Master data is set up by Equipment number.Most of the time,only the vehicle’s Inventory number is known. Therefore, you need to search for the Equipment Number.

• Click on matchcode icon.– Select search “Equipment by

equipment list”.

Page 3: Equipment Master

04/07/2023 School Transportation Maintenance 3

Display Equipment Master (cont’d)

• Enter Inventory Number.

• Click on Execute .

• System puts corresponding Equipment Number in Equipment field on “Display Equipment: Initial screen”.

• Click on the green checkmark or hit Enter.

• System displays the Equipment Master Record.

Page 4: Equipment Master

04/07/2023 School Transportation Maintenance 4

Display Equipment Master (cont’d)

• Header displays Equipment Number and description.

• The “General” tab displays the Inventory Number, model year and warranty dates.

• The “Location” tab displays the Room, which represents LEA billing code.

• The “Organization” tab displays the Standing Fuel Order number.

• The “Fleet Info” tab displays VIN, License Plate number and current odometer reading.

• The “Fleet Usage” tab displays information about usage of the vehicle, engine data and fuel and lubricants.

Standing Order

Num

ber

Page 5: Equipment Master

04/07/2023 School Transportation Maintenance 5

Display Equipment Master (cont’d)

• Conversion chart to information displayed by clicking on blue “Status” icon.

STATUS CODE CONVERSION

CD/STATUS-CO STATUSSTATUS

EXT.0-SP Spare service vehicle E0 SSV0-SP Bus not on replacement E0 NRB0-XX Parked bus ES PKB2-00 Active vehicle on replace. E2 ARP2-CX Active vehicle on replace (CO) E2 ACO2-NP County E2 CTY2-RR Active: recommended replace. E2 ARR

2-blank CO County E2 CTY3-blank CO Wrecked vehicle E3

4-SA For-sale vehicle E44-SP Inactive vehicle (no PM) E14-XX Bus turned in for credit E0 CRE6-SP Dispose E6A-SP Available for transfer E0 TRNL-LO Loaner bus (CO to be ordered) E2 LCOL-SP Loaner bus (until credit avail.) E2 LCRS-SP Spare vehicle ES SPBZ-SP Cannabalized vehicle EZ

Page 6: Equipment Master

04/07/2023 School Transportation Maintenance 6

Create Measurement DocumentsSAP Transaction Code: IK22

• Measurement documents are created as a part of time confirmation (IW42) and automatically when fuel is issued (ZFE2). Use this transaction to manually update the measuring points of the vehicle.

– Odometer– Fuel Tank– Oil Meter

• If the driver of the vehicle purchases fuel, the odometer and the fuel tank must be updated.

• If the driver of the vehicle purchases oil, the odometer and the oil meter must be updated.

Page 7: Equipment Master

04/07/2023 School Transportation Maintenance 7

Create Measurement Documents (cont’d)

• Enter Equipment number of vehicle, if known– If not known, click

in the Equipment field to display the matchcode icon.

Page 8: Equipment Master

04/07/2023 School Transportation Maintenance 8

Create Measurement Documents (cont’d)

• If you get this “Restrict Value Range” dialog box, click on “New Search” icon.

• Select “For Equipment” from drop-down.

Page 9: Equipment Master

04/07/2023 School Transportation Maintenance 9

Create Measurement Documents (cont’d)

• Enter Vehicle Number in the “Inventory Number” field.

• Click on Execute icon.

Page 10: Equipment Master

04/07/2023 School Transportation Maintenance 10

Create Measurement Documents (cont’d)

• System will populate “Equipment” field with appropriate SAP-generated equipment number.

• After the system enters the Equipment number in the field, click on the green checkmark or click on icon or hit Enter.

Page 11: Equipment Master

04/07/2023 School Transportation Maintenance 11

Create Measurement Documents (cont’d)

• Click on

Page 12: Equipment Master

04/07/2023 School Transportation Maintenance 12

Create Measurement Documents (cont’d)

• Enter the quantity of fuel in the middle of the field - after the “+” sign in the “CounterRdgDifference” field.

• Enter the new odometer reading in the middle of the field – after the “+” sign in the Rdg/CtrRdg” field.

• Enter the quantity of oil in the middle of the field – after the “+” sign in the “CounterRdgDifference” field.

• Click on the green checkmark or hit Enter.

Page 13: Equipment Master

04/07/2023 School Transportation Maintenance 13

Create Measurement Documents(cont’d)

• System calculates the new Counter Readings for the vehicle.

• Click on the Save icon.

• System displays message in the Status bar.

Page 14: Equipment Master

04/07/2023 School Transportation Maintenance 14

Display Material MasterSAP Transaction Code: MM03

• Use this transaction to view the master data on a material.

• Enter material number.

• Click on Select view(s) button.

Page 15: Equipment Master

04/07/2023 School Transportation Maintenance 15

Display Material Master (cont’d)

• Commonly selected views are:– Basic Data 1– Basic Data 2– Purchasing– Accounting 1– Costing 2– Plant data/stor. 1– Plant Stock

• Click on Organization levels.

Page 16: Equipment Master

04/07/2023 School Transportation Maintenance 16

Display Material Master (cont’d) • Put in your Plant code.

• Click on Default Values to save this data.

• Click on green check .

Page 17: Equipment Master

04/07/2023 School Transportation Maintenance 17

Display Material Master (cont’d)

• The Basic data 1 screen shows the old material number.

• The Accounting 1 screen shows the Moving Price of the material.

• The Purchasing Screen shows the Manufacturer's Part Number.

• The Plant data/stor.1 screen shows the Bin number.

• The Plant stock screen shows the stock on hand.

• The Costing 2 screen shows the price.

Page 18: Equipment Master

04/07/2023 School Transportation Maintenance 18

Extend Material Master (cont’d)

• Select screens to be reviewed/updated:– Basic Data 1– General Plant Data/Storage 1– Accounting 1

• Check for moving price

• Click on “Organizational level” button.

Page 19: Equipment Master

04/07/2023 School Transportation Maintenance 19

Extend Material Master (cont’d)

• Enter the Plant and Storage location to which the material is being extended.

• Click on the green check or hit Enter.

• System displays the following message in the Status Bar.

Page 20: Equipment Master

04/07/2023 School Transportation Maintenance 20

Extend Material Master (cont’d)

• Review the Plant data/ stor. 1 data – Plant code to which material is

being extended.

• Plant can enter storage bin data

• Review any further information

• Click on the Save icon.• System displays a message in the

Status Bar.

Page 21: Equipment Master

04/07/2023 School Transportation Maintenance 21

Change Material Master (cont’d)

• Select “General Plant Data/Storage 1”.

– Click in the gray box

• Click on “Organizational levels” icon.

Page 22: Equipment Master

04/07/2023 School Transportation Maintenance 22

Change Material Master (cont’d)

• Enter Plant and Storage Location.– This can be set as a default by

clicking on the “Default values” icon.

• Click the green check or hit Enter.

Page 23: Equipment Master

04/07/2023 School Transportation Maintenance 23

Change Material Master (cont’d)

• Enter the new bin location in the “Storage bin” field.– Found on the Plant data/stor. 1

tab

• Click on icon to save change.• System displays a message in the

Status bar that material has been changed.

Page 24: Equipment Master

04/07/2023 School Transportation Maintenance 24

Set Deletion Flag for MaterialSAP Transaction Code: ZMM06

• Enter transaction code ZMM06.

• Enter material number

• Enter Plant Code

• Enter Storage Location Code

• Click the green checkmark or hit Enter.

Page 25: Equipment Master

04/07/2023 School Transportation Maintenance 25

Set Deletion Flag for Material (cont’d)

• Click in checkbox to the left of the plant and storage location to flag material for deletion.

• Click on the Save icon.

• System displays message in the Status Bar– “Deletion flags changed”

Page 26: Equipment Master

04/07/2023 School Transportation Maintenance 26

Find Objects by ClassificationSAP Transaction Code: CL30N

• Use this transaction to display public schools’ specific equipment information. This is helpful in finding information that is not easily located elsewhere.

• Use transaction code CL30N.• Select the matchcode icon to find the

class.

Page 27: Equipment Master

04/07/2023 School Transportation Maintenance 27

Find Objects by Classification (cont’d)

• DPI (Public Schools) uses 4-digit Class codes beginning with 6. On “Find via class number” tab enter 6* in the Class field.

• Click on the green check or hit Enter.

• Click on the icon to add these numbers to your personal list. (See “Setting up Personal Lists”)

• System populates the Class field with the number– Automatically enters the Class

type code.• Click on the green checkmark or

hit Enter.

Page 28: Equipment Master

04/07/2023 School Transportation Maintenance 28

Find Objects by Classification (cont’d)

• Enter the information you know. For example:– Make(Manufacturer) (follow

with an asterisk *)

• Click on button.

Page 29: Equipment Master

04/07/2023 School Transportation Maintenance 29

Find Objects by Classification (cont’d)

• Information based on the search criteria is displayed.

• You can add to this display.• Click on Change Layout icon

to add additional information.

Page 30: Equipment Master

04/07/2023 School Transportation Maintenance 30

Find Objects by Classification (cont’d)

• Add additional criteria from the “Column set” side to the “Columns” side by highlighting the Column Name and clicking on the arrow. Examples:– Inventory Number– Body Serial Number– Engine Serial Number

• Arrange columns by using the up/down arrows above “Columns”.

• Click on the green check or hit Enter.

Page 31: Equipment Master

04/07/2023 School Transportation Maintenance 31

Find Objects by Classification (cont’d)

• Additional information requested is added to the report.

• The default setting can be changed so that this information is always shown.

Page 32: Equipment Master

04/07/2023 School Transportation Maintenance 32

Find Objects by Classification (cont’d)

• Click on the Change Layout icon again (right side of the icon).

• Select “Save layout”.

• System puts a message in the Status Bar.– This will be the default

layout. Future searches will be shown in this layout.

Page 33: Equipment Master

04/07/2023 School Transportation Maintenance 33

Find Objects by Classification (cont’d)

• This information can be printed or exported to a spreadsheet.

Page 34: Equipment Master

04/07/2023 School Transportation Maintenance 34

Work Performed Per EquipmentSAP Transaction Code: IW40

• Use this transaction to review the maintenance work on a particular vehicle. Suggested field to display:

– Order: Order number, order text and status.

– Functional location: Func Location code

– Cost: Value category, description and total cost

– Operation: Operation number, operation text, start date and finish date

– Confirmation: Hours and personnel number

– Goods Movement: Material number, material description, quantity, cost and movement type.

Page 35: Equipment Master

04/07/2023 School Transportation Maintenance 35