ETM Manual Configuración

Equipment and Tools Management – Guide for Customizing and Master Data
Guide
ETM - Equipment and Tools Management
Customizing and Master Data
1
1 Introduction............................................................................................................................4
2 Overview.................................................................................................................................5
2.1 Sample Data for the Scenarios

.........................................................................................

5
2.1.1 External RentTimeBased Equipment

.............................................................................

5
2.1.2 External RentPerformanceBased Equipment

.................................................................

5
2.1.3 Equipment Internal Rent (Time Based Equipment)

...........................................................

5
2.1.4 Equipment Internal Rent (PerformanceBased Equipment)

...............................................

6
2.1.5 ETM – Consumable Material

.............................................................................................

6
2.1.6 ETM – NonConsumable Material

.....................................................................................

6
3 Customizing...........................................................................................................................6
3.1 Organizational Structure

...................................................................................................

6
3.2 Basic Settings

...................................................................................................................

6
3.2.1 Create Number Range Intervals

........................................................................................

6
3.2.2 Create external customer number ranges

.........................................................................

7
3.2.3 Assign order types to number range group

........................................................................

7
3.2.4 Account Groups for Construction Equipment Management

...............................................

8
3.2.5 Create Account group for ETM:

.........................................................................................

8
3.2.6 Assign partner functions to customer account groups

.......................................................

9
3.2.7 Define Sales Area for Each Company Code/Business Area/Plant

..................................

10
3.2.8 Define Business Area Account Assignment

.....................................................................

10
3.2.9 Define Group Mapping

.....................................................................................................

11
3.2.10 Define the Planning Group

............................................................................................

11
3.3 Sales documents

............................................................................................................

12
3.3.1 Publishing Account Groups in SD

....................................................................................

12
3.3.2 Create Sales Document Types

........................................................................................

14
3.3.3 ETM relevance of sales document types

.........................................................................

17
3.3.4 Partner determination procedures for sales document headers

......................................

18
3.3.5 Create sales item categories

...........................................................................................

18
3.3.6 Set up partner determination for sales document item

...................................................

19
3.3.7 Create Billing document types

.........................................................................................

19
3.3.8 Define allowed document types per sales organization

...................................................

24
3.4 Preparation

.....................................................................................................................

24
3.4.1 Material Preparation

........................................................................................................

24
3.4.2 Equipment preparation

.....................................................................................................

26
1
3.4.3 Stock check equipment

....................................................................................................

28
3.5 Recipient types

...............................................................................................................

29
Maintain Recipient Type DU (Dummy)....................................................................................29
Maintaining Recipient Types BI, EX, AG, LA, PD and KI ........................................................30
Matchcode ID for Selecting WBS Element (Project Definition)................................................30
3.6 Activity and service types

...............................................................................................

31
3.6.1 Determine Activity Types and Settlement Types (Check)

................................................

31
3.6.2 Service Types per Material Type

.....................................................................................

32
3.7 Documents

.....................................................................................................................

32
3.7.1 Define Screen Layout for Document Types

.....................................................................

33
3.7.2 Define Document Types

..................................................................................................

33
3.7.3 Assign Activity Types per Document Type

......................................................................

34
3.7.4 Activity Types Default in Document Entry for Equipment

................................................

36
3.7.5 Activity Types Default in Document Entry for Material

.....................................................

36
3.7.6 Allowed Material Types

....................................................................................................

37
3.7.7 Maintaining the Recipient Types per Document Type

.....................................................

38
3.7.8 Intermediate Recipient Indicator for Material Shipping

....................................................

38
3.7.9 Determine Inventory Management Type per Document Category (Check)

.....................

39
3.7.10 Define Inventory Management Types for Material (Check)

..........................................

39
3.7.11 Assigning the Inventory Management Type per Recipient Type

...................................

40
3.7.12 Maintaining the Material Removal Sequence Depending on the Activity Type

..............

40
3.7.13 Maintaining/Checking Activity Types for Equipment Removal Sequence

......................

41
3.8 Pricing
41

3.8.1 Defining Condition Types

.................................................................................................

41
3.8.2 Determining the Posting Rules

........................................................................................

43
3.8.3 Condition groups

..............................................................................................................

44
3.8.4 Document procedure

.......................................................................................................

44
3.8.5 Pricing procedure determination

......................................................................................

44
3.9 Integration

.......................................................................................................................

46
3.9.1 Linking Document Types with SD Document Types

........................................................

46
3.9.2 Sales/repurchase assignment to shipping types

..............................................................

47
3.9.3 Materials management

....................................................................................................

48
3.10 Equipment

....................................................................................................................

49
3.10.1 Default for Each Equipment Type 
CU

.......................................................................

49
3.11 Material Types

..............................................................................................................

50
2
3.11.1 Defining the Properties of the Material Types (GBRA / VBRA)

.....................................

50
3.12 Controlling

....................................................................................................................

51
Maintaining/Checking Versions................................................................................................51
4 Master Data..........................................................................................................................55
4.1 Create Catalogs

..............................................................................................................

55
4.1.1 Define characteristic groups (BAL90/BGL91)

..................................................................

55
4.1.2 Create characteristics

......................................................................................................

55
4.1.3 Characteristics group for characteristics: J_3GBAL90

....................................................

55
4.1.4 Characteristics group for characteristics: J_3GBGL91

....................................................

55
4.1.5 Equipment characteristics

................................................................................................

56
4.1.6 Create equipment class (###_ETM_KRANE)

..................................................................

57
4.1.7 Create classes

.................................................................................................................

57
4.1.8 Create catalog code

.........................................................................................................

59
4.1.9 Assign catalog code to resource type

..............................................................................

60
4.1.10 Create individual catalog code entries

..........................................................................

60
4.2 Create Owners/Administrators

.......................................................................................

61
4.3 Create Cost Center

.........................................................................................................

61
4.4 Assign Cost Center to Cost Element

..............................................................................

62
4.5 Create Work Centers

......................................................................................................

62
4.6 Create Project with WBS Element

..................................................................................

63
4.7 Assign WBS Element to Company Code

.......................................................................

64
4.8 Create Materials

............................................................................................................

64
4.8.1 Create Service Material (SER)

.........................................................................................

64
4.8.2 Create Used (nonconsumable) Material (GBRA)

...........................................................

65
4.8.3 Create Consumable Material (VBRA)

..............................................................................

66
4.8.4 Assign Materials (GBRA/VBRA) to Catalog Item

.............................................................

67
4.9 Create Equipments

.........................................................................................................

68
4.9.1 Maintain default values for equipment ETMspecific data

...............................................

68
4.9.2 Create PerformanceBased Equipment

..........................................................................

69
4.9.3 Create TimeBased Equipment

.......................................................................................

70
4.10 Create Maintenance Orders

.........................................................................................

71
4.11 Create ETM BOM

.........................................................................................................

71
4.12 Create Receivers

..........................................................................................................

72
4.12.1 Create Dummy Points of Receipt and Customers for “Internal Settlement”

..................

72
4.12.2 Maintain Dummy Recipient with Recipient Type DU

.....................................................

72
3
4.12.3 Dummy recipient: Create CI Customer for Internal Settlement

......................................

74
4.12.4 CustomerInternal Settlement for Each Sales Organization in ETM

..............................

75
4.12.5 Dummy Recipient: Creating BCII Internal Construction Sites

........................................

75
4.12.6 Dummy Recipient: EX Creating External Third Parties

..................................................

76
4.12.7 Dummy Recipient: SP Creating External SoldTo Parties

.............................................

77
4.12.8 Dummy Recipient: LA Creating Storage Bins and Yards

...............................................

78
4.12.9 Intermediate Recipient per Organizational Structure

.....................................................

79
4.12.10 Dummy Recipient: PD Create Project Definition

..........................................................

80
5 Operations and Functions..................................................................................................82

5.1 Service and Settlement Types

........................................................................................

82
5.1.1 Assigning Service and Settlement Types to Equipment Types

.......................................

82
5.2 Inventory Management

...................................................................................................

83
5.2.1 Assigning a Reference Type to Transaction Types from MM (Check)

............................

83
5.2.2 Material Types per Document Type

.................................................................................

83
5.2.3 Assigning a Dominance Indicator per Document Type

....................................................

84
5.3 Price List Determination

.................................................................................................

84
5.4 Billing
85

Determining Billing Blocks.......................................................................................................85
Assignment of Sale/Repurchase for Material Deliveries..........................................................85
Settlement in MM per Material Type........................................................................................86
New Logic SD Settlement PBE as TBE...................................................................................86
6 Open Issues /Solutions.......................................................................................................70

6.1 Procuring Equipment

......................................................................................................

70
6.2 Procuring Material

..........................................................................................................

70
6.3 General Settings

.............................................................................................................

71
6.4 Sales and Distribution

.....................................................................................................

71
6.4.1 Sales Documents Available (Check)

................................................................................

71
6.4.2 Define and Assign Pricing Procedures (Check)

...............................................................

71
6.5 Define Blocking Reason for Billing

.................................................................................

75
6.6 Assign characteristics to class

........................................................................................

75
6.7 BGL91 > Preparations

...................................................................................................

76
6.7.1 Define characteristic groups for BGL91

..........................................................................

76
6.7.2 Define relationship groups for BGL91

............................................................................

76
6.8 Maintain/check object key

..............................................................................................

76
4
6.9 Maintain/check object types that can be classified

.........................................................

77
6.10 Maintain/check class objects of table J_3GSTLPOS

.................................................

80
6.11 Create characteristics

...................................................................................................

80
6.11.1 Assign characteristics to class

.......................................................................................

80
5
1 Introduction
This guide helps you set up the system for the functions of Equipment and Tools
Management. All settings are based on Company Code 0001, Sales Organization 0001,
Division 01, Distribution Channel 01. Adjustments to cope with differences in the
organizational structure have to be made on a customer by customer basis. If you want to use
your own organizational structure, proceed as described in the “Set Up Enterprise Structure”
section.
To gain a better understanding of Equipment and Tools Management, we recommend reading

the documentation for SAP Engineering, Construction & Operations  Equipment and Tools
Management to find out about the functions and procedures.
The settings are not complete but they suffice for executing a settlement run.
The guide consists of an overview of the currently available ETM demo scripts, a Customizing
section, which you can use to set up a minimal configuration for running the scripts,
instructions for the required master data generation and an optional short description for
setting up an enterprise structure.
4
2 Overview
2.1 Sample Data for the Scenarios
2.1.1 External Rent-Time-Based Equipment
Unit
WBS Element Master Data: Project WBS Element
Warehouse Master Data: Customers
Joint Venture Master Data: Customers
Owner/Administrator Customizing: Owner/Administrator
Maintenance Order Master Data: PM Order
Equipment Class Master Data: Equipment Class
Equipment Master Time- Master Data: Time-Based Equipment
Based
2.1.2 External Rent-Performance-Based Equipment
Unit
Joint Venture Master Data: Customers
Equipment Master Performance - Based Master Data: Performance-Based
Equipment
2.1.3 Equipment Internal Rent (Time Based Equipment)
Unit
Sender Master Data: Customers
Receiver Master Data: Customers
5

Equipment Master Time-Based Master Data: Time-Based Equipment
2.1.4 Equipment Internal Rent (Performance-Based Equipment)
Unit
Sender Master Data: Customers
Receiver Master Data: Customers
Equipment Master Performance - Based Master Data: Performance-Based
Equipment
2.1.5 ETM – Consumable Material
Unit
Recipient 1 (RT Warehouse) Master Data: Customers
CO – Object for Recipient 1 (Cost Center) Master Data: Cost Center
Recipient 2 (Project Definition) Master Data: Customers
CO – Object for Recipient 2 (Project) Master Data: Project WBS Element
Material master Master Data: Consumable Material
2.1.6 ETM – Non-Consumable Material
Non-consumable material
Unit
Recipient 1 (RT Warehouse) Master Data: Customers
CO – Object for Recipient 1 (Cost Center) Master Data: Cost Center
Recipient 2 (Joint Venture) Master Data: Customers
CO – Object for Recipient 2 (WBS Element) Master Data: Project WBS Element
Recipient 3 (Project Definition) Master Data: Customers
CO – Object for Recipient 3 (Project) Master Data: Project WBS Element
6
Material master Master Data: Non-Consumable

Material
For the material for the script to be available in the warehouse, it still has to be delivered there/
procured (see “Procuring Material”).
7
3 Customizing
3.1 Organizational Structure
Controlling area 0001

Company code 0001
Sales organization 0001
Distribution channel 01
Division 01
Plant 0001
Storage bin 0001
3.2 Basic Settings
3.2.1 Create Number Range Intervals
If there are many data structures, it must be possible to access individual database records
directly. This is achieved by means of unique keys. Number ranges are used to assign
numbers to individual database records for a business object in order to complete the keys.
Examples of these numbers are order numbers or material master numbers.
Besides making it possible to uniquely identify a database record, these database records
offer the option to encode distinguishing information on the object. From the number you can
see, for example, to which material type a material belongs.
Creating number ranges for the following number range objects:
1. Call up the number range transactions TA SNRO or: Tools -> ABAP Workbench ->
Development -> Other Tools -> Number Ranges
2. Enter an object name and choose Create (button: ). You get a window for entering
the development class in which you want to store the number range object.
3. Enter a development class and choose Save. You now get a window with the fields for
defining the object.
4. To define the number range object, fill the fields with the following data:
6
NumberRangeObject Description No. Area

J_3GPRLHD ETM Number Range for Condition 01 0...1-99*
Technique Price List Dtrmn
J_3GANZVAR Internal Number for Display Variant for 01 0...1-99*
Key Creation INDX
J_3GARCHIV Internal Number for Archiving Lists for 01 0...1-99*
Key Creation INDX
J_3GRVLAUF Settlement Run ETM 01 0...1-99*
J_3GRVB SD Order ETM 01 0...1-99*
J_3GBELEG Shipping document (ETM document) 01 0...1-99*
J_3GSTLKOP Number of Catalog BOM 01 0...1-99*
/SAPCEM/BD Internal document number of the 01 0...1-99*
requirements notification
3.2.2 Create external customer number ranges
Call TA XDN1. Add new interval:
Number range From To Current number External

object number number indicator
XX A ZZ* X
Note: Maintain number range object “AUFTRAG” and assign order type J3GV to the network
group (see Equipment, Create PM Order).
Furthermore, from the SD standard object RV_BELEG (sales document), you choose an
external number range (such as 02 and external), which meets the condition:
Start > 0.000.500.000. You thus create an internal number range with the exact same limits
for object J_3GRVB (Construction Equipment Management).
You also have to set up additional number ranges for Sales & Distribution, Maintenance
and Customer Service (see help.sap.com -> “Defining and Creating Number Range
Intervals”).
3.2.3 Assign order types to number range group
Call TA CO82 – Order number ranges
Press button Update Groups.

Double-click on rows J3GE – Owner order and J3GV – Administrator order. Then assign following
number range numbers to these order types:
Order type Number range number
J3GE 01
J3GV 01
7
3.2.4 Account Groups for Construction Equipment Management
All business transactions are posted to accounts and managed using accounts. You need to
create a master record for each account you require. The master record contains data that
controls the posting of business transactions to the account and the processing of the posting
data. In addition, you store all data you require for the business relationship with the customer
in the master record.
3.2.4.1 Define the customer master data in the Customizing of Financial Accounting.
TA SPRO -> button “SAP Reference IMG” and, in the Implementation Guide, choose:
Financial Accounting (New) Accounts Receivable and Accounts Payable Accounting
Customer Accounts Master Data Preparations for Creating Customer Master
Data
1.  Define Account Groups with Screen Layout (Customers)

2.  Define Screen Layout per Activity (Customers)
3.  Create Number Ranges for Customer Accounts
4.  Assign Number Ranges to Customer Account Groups (account group J3G should
be assigned to number range object “XX” to enable external number range
assignment!!! Maintenance objects: View V_077D_B and TA SM30)
Note: Maintain views under item 1 and item 2! (Define screen layout for each activity)
You need to define fields for master data forms, in order for fields to appear later.
3.2.5 Create Account group for ETM:
Call TA OVT0.
Find account group KUNA in the list, and press Copy As… button. Enter data:
Field Value
Name J3G
Description Construction site
Number range XX
Central Text Det. Proc.
Text Det. Procedure SD
Partner determination procedure WE – Ship-to-party
Pricing proc. assigned to this customer
Output det. procedure
Unspecified fields should be left blank or in their original state.
8
3.2.6 Assign partner functions to customer account groups
Call TA VOPA. Select Sales Document Header and press Partner procedures button. Double-
click on J3G in list, or press Procedure details button. Enter following data:
Partner function Description Not changeable Mandatory func.

BP Bill-to-party
PY Payer X
SH Ship-to-party
You do not need to specify source partner functions, origin table and partner determination
sequence.
9
3.2.7 Define Sales Area for Each Company Code/Business Area/Plant
TA SPRO: Logistic - General o Equipment and Tools Management (ETM) t Basic

Settings - Sales Area per Company Code/Business Area/Plant
If you permit cross company code allocation in your organizational structure, or if you use
external settlement (for example, to work cooperatives), then you have to make settings for the
affected goods recipients (account assignment objects) here.
If you only use internal activity allocation (cost allocation), settings are required here
(for example, for company code 0001).
Company code1 0001

Sales organization1 0001
Distribution channel1 01
Division1 01
3.2.8 Define Business Area Account Assignment
TA SPRO: Logistics - General Equipment and Tools Management (ETM) o Basic

Settings Business Area Account Assignment
Here, you define for each sales area, which posting rules (business area account assignment)
are to be used for billing.
In the standard Customizing under “Define rules for each sales area”, the sales areas should
be defined with the rules for sales area determination.
For ETM-relevant sales areas, the sales area determination should take place from the sales
organization/distribution channel/division (rule 3). For each sales area, enter whether it is to be
ETM-relevant or not.
Division 01
Rule 3 Business area det. from sales org./dist. channel item div.
ETM – relevant 1 Relevant to CEM with CEM posting rules
1 Company code, sales organization, distribution channel, and division have to be adjusted customer-specifically
10
3.2.9 Define Group Mapping
Here you define whether the group is to be mapped as a company code/business area/plant
or a profit center from the CEM perspective.
TA SPRO -> button “SAP Reference IMG” and then, in the Implementation Guide, choose:
Logistics - General L Equipment and Tools Management (ETM) , Basic Settings t
Consolidated Mapping Category and Settlement Dates
Maintenance object: J_3GKONZAB
TA: SM30
MappingCat 1 (business area/company code/plant)

Start date Current date (dd.mm.yy.)
Lst equi. settl. Current date
CurSettlmntEqui Current date
Lst. pers. settl. -
CurSettlmntPers -
Lst mat. settl. Current date
CurSettlmntMat Current date
3.2.10 Define the Planning Group
TA SPRO: Logistics - General ETM o Master Data m Equipment n Define Planning

Group
Define the planning group with the description for the equipment types and later the
equipments.
Planning group Code, for example, 0001
Description Description, for example “Planning group 0001”
11
3.3 Sales documents
3.3.1 Publishing Account Groups in SD
TA SPRO: Sales and Distribution s Basic Functions Partner Determination D Set Up

Partner Determination
- Press the “Set Up Partner Determination for Customer Master” button,
1. Creating new partner function
In the dialog structure, double-click “Partner Functions” and choose “New Entries”
Function Name Partner Type
J1 ETM - Sender KU
2. Assigning partner functions to account groups
Press the “Set Up Partner Determination for Customer Master” button, and double-click
“Account Groups – Function Assignment” in the dialog structure.
Partn. (Partn.Funct. description) Acc. (Acc. Grp. description)
Function Group
SP Sold-to party 0001 Sold-to party
BP Bill-to party 0001 Sold-to party
PY Payer 0001 Sold-to party
J1 ETM sender 0001 Sold-to party
J1 ETM sender 0002 Goods recipient
J1 ETM sender J3G Construction site
SH Ship-to-party J3G Construction site
SH Ship-to party 0001 Sold-to party
3. Setting partner function in procedure
Press the “Back” button until you get back to Choose Activity dialog. Double-click on “Set Up
Partner Determination for Sales Document Header” row.
Click on ‘Partner determination procedure’ and click on ‘New entries’
Add ‘J3G – Construction site’ as new entry and save the entries
In the dialog structure, double-click “Partner Functions in procedure”. Select J3G –
Construction site row, then double-click Partner Functions in Procedure in dialog structure.
Partner Det. Partn. Name After entry, Mandatory
Proc. Funct. no changes partner
SP Sold-to-party X X
J1 ETM – Sender
J3G BP Bill-to-party
PY Payer X
SH Ship-to-party
12
You do not need to specify source partner functions, table of origin, and determination
sequence.
4. Set up partner functions in procedure for sales document item
Press the “Back” button until you get back to Choose Activity dialog. Double-click on “Set Up
Partner Determination for Sales Document Item” row.
Create a new entry for ‘J3GP – CEM Item ‘and save the entry In the dialog structure, double-
click “Partner Functions in procedure”.
Select J3GP – CEM Item row, then double-click Partner Functions in Procedure in dialog
structure.
Proc. Funct. no partner
changes
J1 ETM – Sender
BP Bill-to-party
J3GP
PY Payer
SH Ship-to-party X
5. Set up partner determination in billing document header
Press Back until you get to Choose Activity dialog again. Double-click on Set Up Partner
Determination for Billing Document Header.
Create a New entry for J3GK and save the entry
Select J3GK – CEM billing header on the right, then double-click on partner functions in
procedure in dialog structure.
changes
SP Sold-to-party X X
BP Bill-to-party X X
J3GK
PY Payer X X
SH Ship-to-party X X
6. Set up partner determination in billing document item
Press Back until you get to Choose Activity dialog again. Double-click on Set Up Partner
Determination for Billing Document ItemHeader.
Create a new entry for J3GF and save the entry
Select J3GF – CEM billing item on the right, then double-click on partner functions in
procedure in dialog structure.
changes
SH Ship-to-party X X
J3GF
J1 ETM – Sender X X
13
3.3.2 Create Sales Document Types
TA SPRO: Sales and Distribution -> Sales -> Sales Document Header -> Define Sales Document
Types
Field Value
Sales Doc. Type J3G1
Description ETM cost settlement
SD doc. category C – Order
Number range for int. number assignment 01
Increment of number in SD document 10
Number range for ext. number assignment
Check division 2
Division in sales order item from material X
Read customer-material info record X
Application for output conditions V1
Screen sequence group for doc. header & AU
item
Display range UALL
F-code default for overview screen J3G1
Transaction group 0
Doc. procedure (for determining pricing proc.) 5
Dialog message for product attribute A
Default delivery type LF
Proposed billing type for an order-related J3G1
billing doc.
Field Value
Description ETM customer settle.
Check division 2
14

Screen sequence group for doc. header & GA
item
Display range UALL
Transaction group 0
Default delivery type
billing doc.
Field Value
Description ETM mat.sales int.
Check division 2
item
Display range UALL
Transaction group 0
billing doc.
Field Value
15
Description ETM mat. repur. Int.

SD doc. category K – credit memo request
Check division 2
item
Display range UALL
Transaction group 0
billing doc.
Field Value
Description ETM mat. sales ext.
Check division 2
item
Display range UALL
Transaction group 0
16

billing doc.
Field Value
Description ETM mat. repur. ext.
SD doc. category K – credit memo request
Check division 2
item
Display range UALL
Transaction group 0
billing doc.
3.3.3 ETM relevance of sales document types
TA : SPRO  Logistics general  ETMOperations and functions Document Types Integration

with SAP standard SD Determine indicator for SD Document types.
ETM relevance defines posting rules by which account assignment takes place.
Sales document type ETM-relevant indicator
J3G1 1 – Relevant to CEM with CEM posting rules
J3G2 2 – Relevant to CEM with SAP std posting rules
17
J3G6 1
J3G7 1
J3G8 2
J3G9 2
3.3.4 Partner determination procedures for sales document headers
Press the “Back” button followed by the “Set Up Partner Determination for Sales Document
Header” button. In the dialog structure, double-click “Partner Determination Procedure
Assignment”, and make sure these entries exist with these settings. New Entries might not be
available at this point.
PartnerDetermProced Name
J3G Construction Equipment Management
SalesDocType Name PartnerDetProc Name

J3G1 CEM cost settlement J3G Construction Equipment
Management
J3G2 CEM customer settl. J3G Construction Equipment
Management
J3G6 CEM mat. settlement int. J3G Construction Equipment
Management
J3G7 CEM mat. repur. int. J3G Construction Equipment
Management
J3G8 CEM mat. sales ext. J3G Construction Equipment
Management
J3G9 CEM mat. repur. ext. J3G Construction Equipment
Management
J3GB CEM credit memo int. J3G Construction Equipment
Management
J3GC CEM credit memo ext. J3G Construction Equipment
Management
3.3.5 Create sales item categories
TA : VOV7
Field Value
Item category J3GM
Description ETM Material Sales
Item type
Billing Relevance B – text item
18
Pricing X
Screen sequence group N - item
Field Value
Item category J3GP
Description ETM Services
Item type A – value item
Pricing X
Field Value
Item category J3GR
Description ETM Repurchase
Item type
Returns item X
Pricing X
3.3.6 Set up partner determination for sales document item
J3GP CEM item
Item Type Name Schema Name
Sales Document
J3GM CEM Material Sales J3GP CEM item
J3GP CEM Services J3GP CEM item
J3GR CEM Repurchase J3GP CEM item
3.3.7 Create Billing document types
TA : VOFA
Field Value
Billing Type J3G1
19
Number range 01
SD document category M
Transaction group 7
Billing type for cancellation J3G6
Invoice list type
Account determination procedure J3GKOF
Document procedure (for det. pricing proc.) 5
Output determination procedure J3G100
Application V3
Condition type RD00
Partner det. Proc for billing doc hdr J3GK
Partner det. Proc for billing doc item J3GF
Field Value
Billing Type J3G2
Number range 01
Transaction group 7
Invoice list type
Output determination procedure V10000
Application V3
Condition type RD00
Field Value
Billing Type J3G3
Number range 01
SD document category M – Invoice
Transaction group 7
Invoice list type
Document procedure (for det. pricing proc.) 7 – Billing documents
20

Application V3
Condition type RD00
Partner det. Proc for billing doc item J3GP
Field Value
Billing Type J3G4
Number range 01
SD document category O – Credit memo
Transaction group 7
Billing type for cancellation J3GA
Invoice list type
Application V3
Condition type RD00
Field Value
Billing Type J3G6
Number range 01
SD document category N – Invoice cancellation
Transaction group 7 – Blling documents
Billing type for cancellation
Invoice list type J3G3
Application V3
Condition type RD00
Field Value
21
Billing Type J3G7

Number range 01
SD document category N – Invoice cancellation
Transaction group 7
Invoice list type J3G3
Output determination procedure V10000
Application V3
Condition type RD00
Field Value
Billing Type J3G8
Number range 01
Transaction group 7
Invoice list type
Document procedure (for det. Pricing proc.) 8
Application V3
Condition type RD00
Field Value
Billing Type J3G9
Number range 01
SD document category O
Transaction group 7
Invoice list type
22

Application V3
Condition type RD00
Field Value
Billing Type J3GA
Number range 01
SD document category S
Transaction group 7
Invoice list type
Document procedure (for det. pricing proc.)
Application V3
Condition type RD00
7. Set up Partner Determination for Billing document types

J3GK CEM billing header
(InvType) (Name) Schema
J3G1 CEM internal J3GK
J3G2 CEM external J3GK
J3G3 CEM mat. sales int. J3GK
J3G4 CEM mat. repur. int. J3GK
J3G6 CEM cancellation int. J3GK
J3G7 CEM cancellation ext. J3GK
J3G8 CEM mat. sales ext. J3GK
J3G9 CEM mat. repur. ext. J3GK
8. Set up Partner Determination for Billing Item

23
J3GF CEM billing item

(InvType) (Name) Schema
J3G1 CEM internal J3GF
J3G2 CEM external J3GF
J3G3 CEM mat. sales int. J3GF
J3G4 CEM mat. repur. int. J3GF
J3G6 CEM cancellation int. J3GP
J3G7 CEM cancellation ext. J3GP
J3G8 CEM mat. sales ext. J3GF
J3G9 CEM mat. repur. ext. J3GF
3.3.8 Define allowed document types per sales organization
TA: SPRO Sales and distribution salesSales documentssales document headerAssign

sales area to sales document
We need to assign document types to organizational units.

Sales org Distr channel Division Sales doc type
J3G1
J3G2
J3G6
J3G7
0001 01 01
J3G8
J3G9
J3GB
J3GC
3.4 Preparation
3.4.1 Material Preparation
3.4.1.1 Creating new material types

This is done by copying existing materials due to large number of dependencies. We will
change properties that require it after copying. Open TA MTART and enter following data:
Source material Target material Description
ROH GBRA ETM non-consumable material
HAWA VBRA ETM consumable material
24
3.4.1.2 Change account category reference

Call TA OMSK.
Press “Material type/account category reference” button and change property for non-
consumable material
Material name Account Cat. reference
GBRA 0007 – Ref. for nonvaluated material
Change updating module

In this step, we control value and quantity update in MM module. For non-consumable materials, only
quantity update is needed, for consumables, both needed to be updated in master record. The setting
is done in view VT134M. Call TA SM30, enter view name and change flags according to these
settings:
Field Value
Valuation Area 0001
Material Type DIEN
Quantity updating in Material Master Record
Value update in Material Master Record
Field Value
Valuation Area 0001
Material Type GBRA
Quantity updating in Material Master Record X
Value update in Material Master Record
Field Value
Valuation Area 0001
Material Type VBRA
Quantity updating in Material Master Record X
Value update in Material Master Record X
3.4.1.3 Settlement in module MM

View name: J_3GV_ABRMTART
Material Type Settlement in CEM/MM
VBRA X
Allowed material types in catalog and packages

View name: J_3GERLMTART
Field Value
Material Type GBRA
25
Material Type Allowed in Package X

Material Type Allowed in Catalog X
3.4.2 Equipment preparation
3.4.2.1 Maintaining the Equipment Category
TA SPRO: Plant Maintenance and Customer Service o Master Data in Plant

Maintenance and Customer Service e Technical Objects Equipment
Equipment Categories E Maintain Equipment Category
Maintenance objects
Customizing object: V_T370T
Transaction: SM30
This is where you define equipment categories. You use this to control which basic properties
such an equipment master record is supposed to have. You use the control properties to
decide how many equipment types you need and which these are. You can use the following
control properties:
- Assignment of a reference type (used especially for defining the
historically relevant fields of an equipment master record)
- Meaningful description of the equipment type by specifying a short text
- Prohibition of alpha-numeric numbers in external number assignment
- Activation of change documents for documenting master data changes
- Triggering certain workflow events in master data maintenance
- Assignment of a view profile for master data maintenance
- Definition of a synchronization between material number and build construction type
C RefType Description A Ch WFE Object View Profile General

Info
B M Construction X (X ?) SM ETM No check
Machines machinery
3.4.2.2 Defining Additional Views for Equipment Categories
TA SPRO: Plant Maintenance and Customer Service C Master Data in Plant

Maintenance and Customer Service e Technical Objects Equipment l
Equipment Categories m Define Additional Business Views for Equipment
Categories
Maintenance Objects
Customizing object: V_T370T_A
Transaction: SM30
26
In this activity, you can define additional views for each equipment category. The views
represent certain additional data screens of the equipment master record.
E RefType Production S2 C SD2 Other Data CC
Res./Tools 2
B M Machines Blank - - X - -
3.4.2.3 Updating the Usage History + History Relevant Fields
In this activity you define for which equipment category the usage history is to be updated. The
update takes place when changes are made to certain master data fields, which you define
separately for every reference type in another activity. Specify for which equipment category a
usage history is to be recorded.
1. Usage history update
TA SPRO: Plant Maintenance and Customer Service n Master Data in Plant

Maintenance and Customer Service e Technical Objects Equipment f
Equipment Usage Period r USAGE Equipment History Update
Maintenance Objects
Customizing object: V_T370T_Z
Transaction: SM30
Equipment Equipment Generate Usage Description of the

Category Reference History for Equipment Category
Category Equipment
B M X Construction equipment
3.4.2.4 Maintaining the Equipment Type View and Editing (Check)  DC
TA SPRO: Logistics - General p ETM T Master Data E Equipment c Maintain

Equipment Category View and Processing
Maintenance Objects
Customizing object: J_3GV_BAUS
Transaction: SM30
Activate the possible ETM views for the respective equipment.

Equipment Category B
2
S = sales equipment; c = configurable; SD = serial data in equipment maintenance
27
Equipment Reference M Machines

Category
Equipment Category Desc. Construction equipment
ETM X
To do so, you can create another view (with ETM screen) in maintenance. This view is
assigned to the equipment category (see “Creating the Equipment View”).
3.4.2.5 Specifying the Equipment Category  DC

TA SPRO: Logistics - General m ETM a Master Data i Equipment e Specify
Equipment Types
Maintenance objects
Customizing object: V_T370K
Transaction: SM30
Here, you specify the equipment categories that are valid across the group. You then have the
option of creating new equipment categories here (button “New Entries”) and then creating the
corresponding properties in the next step.
Object Type Description
1000 Crane
1380 Bulldozers
Equipment type 1000 is maintained for time-based equipment and type 1380 is maintained for
performance-based equipment.
3.4.3 Stock check equipment
Inventory Management per Equipment Type for Shipping Documents (check)
TA SPRO: Logistics - General ETM q Operations and Functions D Stock

Check for Equipment Inventory Management per Equipment Type for
Shipping Documents
Maintenance objects:
J_3GV_EQUIVO_S
Here you specify for each equipment type whether a stock check is supposed to take place for
shipping documents (especially for newly created equipment types).
Here is the standard type “1000” that was used above.

Object type 1000
Inventory management 1 Chronological, without missing quantities
type/equipment
28
Here is the standard type “1380” that was used above.

Object type 1380
type/equipment
3.4.3.1 Stock Check per Equi. Type for Performance-Based Equi. (Check)
TA SPRO: Logistics - General . ETM Operations and Functions . Stock Check for
Equipment - Stock Check per Equi. Type for Performance-Based Equi.
This is where you specify for each equipment type whether a stock check for performance-
based equipment is to take place or not. If a stock check takes place, an activity document can
only be written if the equipment was previously sent with a shipping document to the
respective goods recipient. If no stock check is set for the equipment type, and activity
document for the equipment can be for any goods recipient at any time. The equipment does
not have to be available on the respective recipient.
Object type 1000

Stock check indicator X
For the previously created or changed document type: “1380”

Object type 1380
Stock check indicator X
3.5 Recipient types
Maintain Recipient Type DU (Dummy)
A recipient can have several functions in the ETM process. From the respective perspective of
the shipping document it can be either the sender or the goods recipient.
TA SPRO: Logistics - General t ETM a Master Data h Recipient Maintain

Recipient Types
Recipient type DU - DUMMY RECIPIENT

Reference type 99 Dummy
Debtor ref. 0 Internal settlement - no customer can be entered
29
Maintaining Recipient Types BI, EX, AG, LA, PD and KI
TA SPRO: Logistics - General t ETM s Master Data L Recipient I

Maintain Recipient Types
The customer master records was enhanced with the ETM-specific views. You use control
parameters such as recipient and reference type to define the type of recipient (recipient type)
or which account assignment object is to be used for settlement and posting in FI/CO
(reference category).
To which company code a recipient belongs depends on the company code in which the
respective account assignment object (for example, WBS element, project definition, cost
center, CO order or PM order) is created.
Rec. Name Ref. Auth group Debtor InvMgmtTypeEqui AAC

type type ref. ware-
house
BI CONSTRUCTION 1 02 Construction 0 1 -
SITES (INTERNAL) sites
EX THIRD PARTY 7 05 Third party 2 1 -
SP WORK 1 03 Joint ventures 1 1 -
(AG) COOPS/JOINT
VENTURES
LA STORAGE BINS/ 6 01 Storage 0 1 4
CONTRACTORS' bins/contractors'
YRDS yrds
PD PROJECT 2 02 Construction 0 1 -
DEFINITION sites
KI CUSTOMER 7 - 0 - -
INTERNAL
SETTLEMENT
NW Network 2 02 Network 0 1 -
Matchcode ID for Selecting WBS Element (Project Definition)
TA SPRO: Logistics - General t ETM B Operations and Functionst

Matchcode ID for Selecting WBS Element (Project Definition)
Search help J_3GPA

Field 1 POST1
30
3.6 Activity and service types
3.6.1 Determine Activity Types and Settlement Types (Check)
TA SPRO: Logistics - General p ETM d Operations and Functions Activity

Types and Settlement Types m Determine Activity Types and Settlement
Types
Here, you can specify whether the service type is relevant for settlement or whether it is
permitted in document entry and who is supposed to be the service provider.
Activity type F
Activity type description FREE
Document entry X
Settlement type X
Service provider indicator 1
Service type E
Service type description USAGE
Document entry X
Settlement type X
Service type ML
Service type description MATERIAL DELIVERY
Document entry X
Settlement type X
Service type MR
Service type description MATERIAL RETURN DELIVERY
Document entry X
Settlement type X
Service type MZ
31
Service type description MATERIAL RECEIPT

Document entry X
Settlement type
Service type MA
Service type description MATERIAL OUTFLOW
Document entry X
Settlement type
3.6.2 Service Types per Material Type
TA SPRO: Logistics - General e ETM T Operations and Functions Activity

Types and Settlement Types T Activity Types per Material Type
Here, you assign the material type to the service types that may be entered in the shipping
document.
Prerequisite:
• Created material types (see “Specify properties of material types”)
• Created service types (see “Specify Service and Settlement Types”)
Material type Service type Service type description

GBRA ML MATERIAL DELIVERY
GBRA MR MATERIAL RETURN DELIVERY
GBRA MZ MATERIAL RECEIPT
GBRA MA MATERIAL OUTFLOW
VBRA ML MATERIAL DELIVERY
VBRA MZ MATERIAL RECEIPT
VBRA MA MATERIAL OUTFLOW
3.7 Documents
32
3.7.1 Define Screen Layout for Document Types
Defining User-Specific Fields
TA SPRO: Logistics - General c ETM d Operations and Functionsg Screen

Layout for Document TypesM Define User-Specific Fields
Field key ETMHEAD

Text (20) Text Text
Text (10) Text Text
Quantity Quantity SAP_14 Quantity SAP_14
Value Value Value
Date Date Date
Checkboxes Checkboxes Checkboxes
Field key ETMPOS

Text (20) Text Text
Text (10) Text Text
Quantity Quantity Quantity
Value Value Value
Date Date Date
Checkboxes Checkboxes Checkboxes
3.7.2 Define Document Types
Define Document Types (Check & Adjust)
TA SPRO: Logistics - General ETM k Operations and Functions

Document Types  Define Document Types
The document types map the different business transactions in ETM and are of central
importance in controlling the entire process (for example, shipping). Note that pricing, account
determination and message determination are controlled via the document types.
3.7.2.1 Document type for time-based equipment
Requirement:
• Defined user-specific fields (ETMHEAD, ETMPOS should be created)
Document Type 20 Shipping document
33
Doc cat. 2 Shipping document

NR int. assgt. 01
Number of days 20
Intermdte rcpnt. 2 Intermediate recipient not allowed
1 Intermediate recipient allowed (storage bin of sender)
 1 for time-based equipment
Change Documents X
Wght determ. X KG
Field key head ETMHEAD
Field key item ETMPOS
Park document X
Alwd resource 1 Equipment and material
Hierarchy/pack. 0 Do Not Explode Equipment Hierarchy
Requirements check Can be set but not required
3.7.2.2 Document type for performance-based equipment

Document Type 10 Operator's report
Doc cat. 1 PBE document
NR int. assgt. 01
Number of days Variable
PBE display var. Weekly report
Offset week 0 week
Intermdte rcpnt. 0 Intermediate recipient not allowed
Hierarchy/pack. 0 Do Not Explode Equipment Hierarchy
Requirements check Can be set but not required
3.7.3 Assign Activity Types per Document Type
TA SPRO: Logistics - General ETM o Operations and Functions r

Document Typese Activity Types per Document Type o Assign Activity Types
per Document Type
Prerequisite:
• Determine document types
• Determine Activity Types and Settlement Types (Check)
34
Here it is defined for each document and activity type whether sender, recipient, equipment,
personnel and material are permitted in document entry. In addition, it is also defined here,
whether an administrator check is supposed to take place for each document type/activity
type.
Doc type 20 Shipping document
Activity type F AVAILABLE FOR USE
Sender allowed 1 You can make an entry
Recipient allowed 2 You must make an entry
Equipment allowed 2 You must make an entry

Activity type E IN OPERATION
Sender allowed 1 You can make an entry
Equipment allowed 1 You can make an entry
Doc type 10 Operator's report

Activity type E IN OPERATION
Doc type 10 Operator's report

Activity type F Available

Activity type ML MATERIAL DELIVERY
Sender allowed 2 You must make an entry
Material allowed 2 You must make an entry
Material activity type rep. MR MATERIAL RETURN DELIVERY

Activity type MR MATERIAL RETURN DELIVERY
Sender allowed 2 You must make an entry
35

Material activity type rep. ML MATERIAL DELIVERY

Activity type MZ MATERIAL RECEIPT

Activity type A MATERIAL RETIREMENT
Sender allowed 2 Must be filled
Material allowed 2 Must be filled
3.7.4 Activity Types Default in Document Entry for Equipment
TA SPRO: Logistics - General t ETM o Operations and Functions Document

Typess Activity Types Default in Document Entry for Equipment
For each document type and recipient type, you specify the activity type that is to be used as
the default value when a shipping document is created.
Document TType Recipient type Sender AType
Type type
20 1 Receipt Mission
20 1 Receipt LA Unrestricted
20 2 Outflow Outflow
20 3 Change of activity type Usage
20 3 Change of activity type LA Unrestricted
20 4 Shipping Usage
20 4 LA Unrestricted
3.7.5 Activity Types Default in Document Entry for Material
TA SPRO: Logistics - General t ETM o Operations and Functions Document

Typess Activity Types per Document Type  Activity Types Default in Document Entry
for Material
36
This is where you enter the activity type, which is to be used as the default value in document
entry, for each document type/material type/transaction type/Etype recipient/Etype sender.
Prerequisite:
Document Type Material Transaction RType STy. AType
type type
20 GBRA 1 LA MZ
SHIPPING DOCUMENT
20 GBRA 2 LA MA
SHIPPING DOCUMENT
20 GBRA 4 LA ML
SHIPPING DOCUMENT
20 VBRA 1 LA MZ
SHIPPING DOCUMENT
20 VBRA 2 LA MA
SHIPPING DOCUMENT
20 VBRA 4 LA MZ
SHIPPING DOCUMENT
20 VBRA 4 SP (AG) PD ML
SHIPPING DOCUMENT
3.7.6 Allowed Material Types
TA SPRO: Logistics - General e ETM n Master Data T Equipment ) Allowed Material

Types
Prerequisite:
• Created material types for non-consumable and consumable materials
Material Type Material Type Allowed in Material Type Allowed in

Package? Catalog?
GBRA (poss. ROH) X X
VBRA (poss. FERT) X X
37
3.7.7 Maintaining the Recipient Types per Document Type
TA SPRO: Logistics - General i ETM y Operations and Functions

Document Types n Maintain Recipient Types per Document Type
Define for each recipient type whether the sender internal/external, recipient internal/external
or intermediate recipient is permitted or not.
Prerequisite:
• Create dummy recipients and customers for “internal settlement”
Document RType Sender Sender Rec. int. Rec. ext. Interm.
Type int. ext. Rec.
10 AG* X X
10 BI X
10 EX X
10 LA X
10 VK X X
20 AG* X X X X
20 PD X X
20 BI X X
20 EX X X
20 LA X X X
20 VK X X
*: AG is the type for joint venture, SP
3.7.8 Intermediate Recipient Indicator for Material Shipping
TA SPRO: Logistics - General t ETM c Operations and Functions t Document Types

Intermediate Recipient Indicator for Material Shipping
Here you define, depending on the recipient type, whether the intermediate recipient for
material repurchase is allowed, cannot be entered but can be filled; can be entered and filled;
cannot be entered but must be filled, can be entered and must be filled.
Prerequisite:
38
Doc. type Sendr type Rcpnt type IRI ext. IRI int.
20 SHIPPING DOCUMENT LA SP
20 SHIPPING DOCUMENT SP BI 3
20 SHIPPING DOCUMENT SP PD 2 2
3.7.9 Determine Inventory Management Type per Document Category (Check)
TA SPRO: Logistics - General M ETM m Operations and Functions g Document

Categories- Determine Inventory Management Type per Document Category
This is where you define the inventory management type for equipment and material for each
document category.
Document cat. ETM 1 Activity document
type/equipment
Inventory management type/material 1 Inventory management without missing
quantities
Document cat. ETM 2 Shipping document

type/equipment
Inventory management type/material 1 Inventory management without missing
quantities
3.7.10 Define Inventory Management Types for Material (Check)
TA SPRO: Logistics - General a ETM t Operations and Functions ) Inventory

Management for Material M Define Inventory Management Types for Material
In the material area, cross-stock and delivery-related statements are made via the material
types (such as NEW).
Inventory Management Name
Type
G USED
N NEW
39
3.7.11 Assigning the Inventory Management Type per Recipient Type
TA SPRO: Logistics - General o ETM n Operations and Functionst Activity

Types and Settlement Types Assign Inv. Mgmt Type to Activity Type per
Recipient Type
This is where the inventory management type is converted to the activity type per recipient
type in material sales/repurchases.
Prerequisite:
• Created service types (see “Specify Service and Settlement Types”)
Recipient Type Activity Type Inventory Management Type

MA N NEW
BI ML N NEW
AG ML N NEW
LA MZ N NEW
LA MR N NEW
PD MZ N NEW
PD ML N NEW
3.7.12 Maintaining the Material Removal Sequence Depending on the Activity

Type
TA SPRO: Logistics- General r ETM e Operations and Functions n Document

Categories- Maintain Removal Sequence Depending on Activity Typei Maintain
Material Removal Sequence Dep. on Activity Type
This is where you maintain the order of access for the document category / activity category
on the sender side depending on the activity type.
Prerequisite:
• Created dummy recipients and customers for “internal settlement”
• Determine activity types and settlement types (checked)
• Assigned inventory management type per recipient type
Doc cat. TType STy. AType Seq. IM type
No.
2 4 LA WAREHOUSE ML 10 N NEW
2 4 AG COOP ML 20 N NEW
40
2 4 LA WAREHOUSE MA 30 N NEW
2 4 PD ML 20 N
2 4 PD MR 10 N
3.7.13 Maintaining/Checking Activity Types for Equipment Removal Sequence
TA SPRO: Logistics - General A ETM t Operations and Functions v Document

Categories C Maintain Removal Sequence Depending on Activity Type l Maintain
Activity Types for Equipment Removal Sequence
This is where you maintain the order of access for the document category and activity
category depending on the activity type.
Prerequisite:
Doc cat. TType Seq. No. AType +
1 5 F X
1 10 E
1 20 S
2 4 10 F X
2 4 20 E
2 4 30 S
3.8 Pricing
3.8.1 Defining Condition Types
Done in customizing view V_T685. Call TA SM30, and enter following data:
Work area determination
Usage Application
A - Pricing V – Sales& Distribution
Field Value
Condition Type J3G3
Description ETM mat. basic price
Access sequence J3GB – CEM - document category
41
Condition class B – Prices

Calculation type C – Quantity
Item condition X
Valid from 3 – First day of the year
Quantity conversion X

Usage Application
A - Pricing V – Sales&Distribution
Field Value
Condition Type J3G4
Description ETM mat. % internal
Access sequence J3G4 – CEM material % internal
Condition class A – Discount or surcharge
Calculation type A – Percentage
Item condition X
Usage Application
Field Value
Condition Type J3G5
Description ETM mat % external
Item condition X
Usage Application
42
Field Value
Condition Type J3G7
Description ETM mat. % internal
Item condition X
Usage Application
Field Value
Condition Type J3G8
Description ETM mat. % external
Access sequence J3G5 – CEM material % external
Item condition X
3.8.2 Determining the Posting Rules
TA SPRO: Logistics - General n ETM e Operations and Functions Settlement a

Account Determination A Determine Posting Rules
Maint. Objects: J_3GV_T685
This is where you enter the type of posting for the providing and debited side for each
condition type that is used in the costing sheet specified by you.
Prerequisite:
• The required condition types are available
CTyp PostTypeP PostTypeD
J3G4 7 1
J3G7 1 7
43
J3GB 2 1
J3GC 2 1
J3GD 2 1
J3GG 2 1
J3GH 3 2
J3GJ 3 2
J3GM 2 1
J3GN 4 1
J3GO 2 1
J3GP 2 1
J3GQ 2 1
J3GR 2 1
J3GS 2 1
3.8.3 Condition groups
Maintenance object: V_T178

TA: SM30
Material Pricing Description

1 Perf.-bsd equi. (h)
2 Time-based equi. (d)
3.8.4 Document procedure
Maintenance objects: V_TVKV

TA: SM30
Document procedure Description
5 ETM Internal
6 ETM external
7 ETM Material (int.)
8 ETM Material (ext.)
3.8.5 Pricing procedure determination
Maintenance object: V_T683V
44
Field Value
Sales Organization 0001
Distribution Channel 01
Division 01
Document Procedure 5
Pricing proc. assigned to this customer 1
Pricing procedure J3GINT – CEM internal view
Condition Type
Field Value
Division 01
Pricing procedure J3GEXT – CEM external view
Condition Type
Field Value
Division 01
Pricing procedure J3GMA1 – CEM material (internal)
Condition Type
Field Value
Division 01
Pricing procedure J3GMA1 – CEM material (internal)
Condition Type
45
Field Value
Division 01
Pricing procedure J3GMA2 – CEM material (external)
Condition Type
Field Value
Division 01
Pricing procedure J3GMA2 – CEM material (external)
Condition Type
3.9 Integration
3.9.1 Linking Document Types with SD Document Types
TA SPRO: Logistics - General s ETM Operations and Functions

Document Typese Integration with SAP Standard SD i Link Document Types
with SD Document Types
This is where you assign the ETM-specific document types to the sales document types
previously assigned in the standard.
Requirement:
• Sales Documents Available (Check)
Document Type 10 Operator's report
SDT/IntEquiActy J3G1 CEM cost settlement
SDT/ExtEquiActy J3G2 CEM customer settlement
46

SDT/IntEquiActy J3G1 CEM cost settlement
SDT/ExtEquiActy J3G2 CEM customer settlement
SlsDocT/IntMat J3G6 CEM mat. sales int.
SlsDocT/ExtMat J3G8 CEM mat. sales ext.
Repur. int. mat. J3G7 CEM mat. repur. int.
Repur. ext. mat. J3G9 CEM mat. repur. ext.
3.9.2 Sales/repurchase assignment to shipping types
Maintenance object: J_3GBELAMA

TA: SM30
Field Value
Document Type 20
Material Type GBRA
Transaction Type 4
Sending Recipient Type
Receiving Recipient Type LA
Sales/repurchase Indicator 2
Field Value
Document Type 20
Material Type GBRA
Transaction Type 4
Sending Recipient Type LA
Receiving Recipient Type
Field Value
Document Type 20
Material Type GBRA
Transaction Type 4
47
Field Value
Document Type 20
Material Type VBRA
Transaction Type 4
3.9.3 Materials management
ETM->MM: movement types per recipient types
TA:SPRO->ETM->Operations and functions ->Integ.MM IM to ETM IM Integ.from

ETM to MM  Assign reference types to transaction types from MM
Reference type for Rcpt. Movement type for Goods Mvmnt type for Goods
Issue receipt
551 501
1 221 222
2 221 222
3 261 262
4 201 202
5 261 262
6 301 302
MM->ETM: movement types relevant tom ETM
TA:SPRO->ETM->Operations and functions ->Integ.MM IM to ETM IM Integ.from

MM to ETM  Define MM movement types relavant to ETM
Movement Type
221
501
551
48
3.10 Equipment
3.10.1 Default for Each Equipment Type  CU
TA SPRO: Logistics - General i ETM Master Data o Equipment n Proposal for

Each Equipment Type
Maintenance Objects
Customizing object: J_3GEQUIVO
Transaction: SM30
These default values are copied when the equipment is created, and you can change them.
Requirement:
- created owner/administrator for the first object type:
Object type 1000
Owner/administrator EV001 – created owner/administrator
Leasing type 4 (no lease)
Item/MultipartUnit/quan 1 equipment item
tity c.
Base Unit of Measure PC (piece)
In-house/external 1 Own
Type of procurement 00 (OWN)
Loading costs 2 (FULL LOADING AND UNLOADING COST RATE)
Price group 2 (Time-based equipment (d))
Shipping document X
PBE document X
MRP ind. Can be planned
Save data: button

Data for second object type:
Object type 1380
Owner administrator EV001 – created owner/administrator
Leasing type 4 (no lease)
Unit/quantity c. 1 equipment item
Base Unit of Measure PC (piece)
In-house/external 1 Own
Type of procurement 00 (OWN)
Loading costs 2 (FULL LOADING AND UNLOADING COST RATE)
49
Price group 1 (Performance-based equipment (h))

Shipping document X
PBE document X
MRP ind. Can be planned
Save data: button

Additional settings under “Inventory Check for Equipment”
3.11 Material Types
3.11.1 Defining the Properties of the Material Types (GBRA / VBRA)
TA SPRO: Logistics in General e Material Master Basic Settings R

Material Types M Define Properties of the Material Types
3.11.1.1 Material type GBRA copy of material master “HAWA”
Select material type GBRA and press the “Detail” button

Material type GBRA copy of material master “HAWA”
Material type GBRA
Name ETM non-consumable material
User departments Accounting
Materials planning
Purchasing
Basic data
Stock
Sales and distribution
Plant stocks
Storage location stocks
External no. assignment w/o check Space
Ext. purchase orders 2
Int. purchase orders 2
Price control S standard price
Account class ref. 0007
Display material -
Print price -
Quantity update Depending on the valuation area
50
Value update In no valuation area

Quantities for valuation area 0001
3.11.1.2 Material type VBRA copy of material master “HAWA”
Select material type VBRA and press the “Detail” button

Material type VBRA copy of material master “HAWA”
Material type VBRA
Name ETM consumable material
User departments Accounting
Materials planning
Purchasing
Basic Data
Stock
Sales and Distribution
Plant stocks
Storage location stocks
External no. assignment w/o check Space
Ext. purchase orders 2 external purchase orders allowed
Int. purchase orders 2 internal purchase orders allowed
Price control S standard price
Account class ref. 0002 reference for auxiliary materials
Display material -
Print price -
Quantity update Depending on the valuation area
Value update Depending on the valuation area
Quantity/value update for valuation area 0001
3.12 Controlling
Maintaining/Checking Versions
TA SPRO: Controlling i Controlling - General r Organization t Maintain

Versions
Initial Screen
51
Controlling area 0001

Version 0 Plan/actual version
Copy from the year 2002 and change the year and the value date
52
4 Master Data
4.1 Create Catalogs
4.1.1 Define characteristic groups (BAL90/BGL91)
TA SPRO: Cross-Application Components  Classification System 

Characteristics  Define Characteristics Groups
Choose “New Entries” and enter the following data:

Characteristics Group J_3GBAL90
Name BAL90 (ctlg small equi. tools and mats)
Characteristics Group J_3GBGL91

Name Catalog of construction equipment 1991
4.1.2 Create characteristics
TA CT04: Cross-Application Components m Classification System g Master Data a

CT04 - Characteristics
4.1.3 Characteristics group for characteristics: J_3GBAL90
Enter a characteristic name and press “Create”: button

Characteristic Rel. Chars. Data Number Curr. Stat. Dec. CS
Group Type of Chars
BAL90PRICE Value J_3GBAL90 CURR 10 EUR 1 2 -
BAL90EINHEIT Unit J_3GBAL90 CHAR 4 - 1 - X
Save data: button
4.1.4 Characteristics group for characteristics: J_3GBGL91
55
Characteristic Name Chars. Data Numb Curr. Stat.

Group type er of Negativ
Chars e value
allowed
SAP_J_3G_MNEUWERT Avg. value as new J_3GBG CURR 10 EUR 0 x
L91
SAP_J_3G_NJAHR Years of use J_3GBG NUM 2 -
L91
SAP_J_3G_VMONATEU Overall J_3GBG NUM 3 Months
commissioning time L91
in months (lower
value)
SAP_J_3G_AVUPROZ A+V percentage J_3GBG NUM 5 %
(lower value) L91
SAP_J_3G_AVU A+V lower value J_3GBG CURR 10 EUR x
L91
SAP_J_3G_VMONATEO Overall J_3GBG NUM 3 Mont
commissioning time L91 hs
in months (upper
value)
SAP_J_3G_AVOPROZ A+V percentage J_3GBG NUM 5 %
(upper value) L91
SAP_J_3G_AVO A+V upper value J_3GBG CURR 10 EUR x
L91
SAP_J_3G_REPPROZ Repair amount in J_3GBG NUM 5 %
percent L91
SAP_J_3G_REPBETRAG Repair amount J_3GBG CURR 10 EUR x
L91
SAP_J_3G_GEWICHT Weight J_3GBG NUM 9 kg x
L91
SAP_J_3G_AVM A+V median value J_3GBG CURR 10 EUR x
L91
4.1.5 Equipment characteristics
Creating Characteristics and Assigning them to Class ###_ETM_KRANE
TA CT04: Cross-Application Components A Classification System # Master Data a

CT04 - Characteristics

Characteristic Name Data type Number of E Interval U
Chars val n
allowed it
56
###_K_HOOK Max. hook NUM 15 0 x m

height
###_K_LIFT_CAPACITY Max. hook load NUM 15 0 x k
g
###_K_WORKING_RADIUS Working radius NUM 10 0 m
###_K_CAPACITY Capacity kw NUM 10 0 k
W
4.1.6 Create equipment class (###_ETM_KRANE)
TA CLHP: Cross-Application Components T Classification System g Master

Data - CLHP - Graphical Hierarchy Maintenance
Class ###_ETM_CRANE
Class type 002 Equipment Class
Name Cranes
Valid from Start, for example, start of the year
Valid to 31.12.9999
4.1.7 Create classes
TA CL01 or CL02:
Field Value
Class number ###SAPJ_3GBAL90
Class type 600 – Catalog
Class description BGL 1990
Class status 1
Valid from Current date
Valid to 31. 12. 9999.
No check for same classification X
Characteristic tab
Characteristic Name BAL90PRICE
Characteristic Name BAL90EINHEIT
Field Value
Class number ###SAPJ_3GBGL91
57
Class type 600 – Catalog

Class description Catalog of construction equipment 1991
Class status 1
Valid from Current date
Valid to 31. 12. 9999.
Characteristic tab
Characteristic Name SAP_J_3G_MNEUWERT
Characteristic Name SAP_J_3G_NJAHR
Characteristic Name SAP_J_3G_VMONATEU
Characteristic Name SAP_J_3G_AVUPROZ
Characteristic Name SAP_J_3G_AVU
Characteristic Name SAP_J_3G_VMONATEO
Characteristic Name SAP_J_3G_AVOPROZ
Characteristic Name SAP_J_3G_AVO
Characteristic Name SAP_J_3G_REPPROZ
Characteristic Name SAP_J_3G_REPBETRAG
Characteristic Name SAP_J_3G_GEWICHT
Characteristic Name SAP_J_3G_AVM
Field Value
Class number ###_ETM_KRANES
Class type 002
Class description Cranes (?)
Class status 1
Valid from Start, for example, start of the year
Valid to 31.12.9999
Characteristic name ###_K_HOOK
Characteristic Name ###_K_LIFT_CAPACITY
Characteristic Name ###_K_WORKING_RADIUS
Characteristic Name ###_K_CAPACITY
58
4.1.8 Create catalog code
TA SPRO: Logistics - General M ETM m Master Data o Catalogs i Define

Catalog Code (or TA SM30 Table: J_3GT370TX)
Enter data: Press button and enter the following data for construction
equipment catalog 1990 (BAL90):
Catalog BAL90
Catalog desc. Tools+small equi. Ctlg 1990
Ctlg publisher Bauverlag
Edition year 1990
Class type 600
Class SAPJ_3GBAL90 (replace with: ###J_3GBAL90 ?)
Template NNNNNN
Hierarchy 12 3
Tech. statistic 3
HierLvlCtlgGrp1
HierLvlCtlgGrp2
Percent
Use of catalog M Materials
Index series
Logical system If necessary: link to logical system with catalog (RFC)
Enter data: Press the button and enter the following data for construction
equipment catalog 1991 (BGL91):
Catalog BGL91
Catalog desc. Catalog of construction equipment 1991
Vendor Bauverlag
Edition year 1991
Class type 600
Class SAPJ_3GBGL91 (replace with: ###J_3GBGL91 ?)
Template NNNN-NNNN-XX
Hierarchy 12 3 4 5
Tech. statistic 4
HierLvlCtlgGrp1 2
HierLvlCtlgGrp2 3
Percent 20.00
59
Use of catalog S Bills of materials

Index series
Logical system If necessary: link to logical system with catalog (RFC)
4.1.9 Assign catalog code to resource type
Maint. objects: J_3GKATZU

TA: SM30
Resource Indicator Catalog code
IE BGL91
MA BAL90
4.1.10 Create individual catalog code entries
TA J3GK01: Logistics v Equipment and Tools Management t Master Data

Catalogs s Product Catalog Number a J3GK01 - Create
4.1.10.1 Create catalog entries for BAL90

1. Create catalog number
Catalog BAL90 (Tools+small equi. Ctlg 1990)
No. in catalog 111110 (any, according to template and hierarchy)
2. Maintain description in respective language

Language Choose language (DE/EN)
Description Catalog 90
3. Valuation (click “Valuation” button)

Characteristic Value
Value For example: 10000
Unit For example, h
Message: 111110 has been created successfully
4.1.10.2 Create catalog entries for BGL91

1. Create catalog number
Catalog BGL91 (construction equipment catalog 1991)
No. in catalog 1000-1000(any, according to template and hierarchy)
60
2. Maintain description in respective language

Language Choose language (DE/EN)
Description Catalog 91
Message: 1000-1000 has been created successfully
4.2 Create Owners/Administrators
TA SPRO: Logistics - General s ETM r Master Data n Owners and Administrators t

Determine Owner/Administrator
Maintenance Objects
Customizing object: J_3G_EIVER
Transaction: J3G1 or SM30
Choose “Create Owner/Administrator” and enter the following data:

Owner/administrator EV001
Own/admin. desc. Owner/Administrator
Owner/admin ID 3 (owner + administrator)
CO area 0001
Profit Center SAP-DUMMY
Company code 0001
Plant 0001
Business area 0001
(De)centralMgmt 2
4.3 Create Cost Center
TA KS01:
Initial Screen
Controlling Area 0001
Cost Center Abbreviation + CC (###_CC)
Valid From/To Start / end e.g. start of year/31.12.9999
“Basic Data” tab
Name 0001
Person Responsible Responsible 01
Cost Center Category G Logistics
61
Hierarchy area 0001-2-4

Company code 0001
Business Area 0001
Currency EUR
Profit Center SAP-DUMMY
“Control” tab
Record Quantity X
Plan Revenues X
4.4 Assign Cost Center to Cost Element
TA KS01:
Company code Cost element Cost center
0001 400001 ###_CC
4.5 Create Work Centers
TA CR01: Logistics k Production o Master Data e CAP Standard Values M

Environment P CR01 - Create work center
Initial Screen
Plant (WERKS) 0001
Work center (ARBPL) 0001 (work center abbreviation)
Work center cat. (VERWE) 0001 Machine
Work center ETM work center 0001
Person Responsible 001 SAP Beispiel: Verantwortlicher 001
((AP_)VERAN)
Usage ((AP_)PLANV) 009 All task list types
Standard value key SAP0 No standard values
(VGWTS/VORGSCHL)
“Capacities” tab
Capacity category (KAPART) 002
Press “Capacity” button and enter data
Capacity planner grp 001
62
(PLANR/KAPPLANER)
Base unit of meas. H (or better STD)
(MEINS/KAPBASIS)
Capacity utilization (NGRAD 100
/NUTZGRAD)
No. of indiv. cap. 1
(AZNOR/KAPANZAHL)
Capacity (KAPEH /CR_KAPEH) H (or better STD)
Press the “Back” button and enter data
Setup formula (FORK1 SAP008 Proj:RqmtsNetwkMaint
/AP_FORM_K1) *: not working – some parameter is not right
Processing formula SAP020 Equal distrib.earl. loc.,fact. Calendar
(FORK2/AP_FORM_K2) (*:does not exist)
“Scheduling” tab
Capacity category ( KAPART ) 002
Other formula ( FORTN / SAP004
AP_FORM_TN )
Work dimension ( VGDIM / TIME
VGDIMAR )
Work unit (VGARB / VGWRTAR) H (or better STD)
“Costing” tab
Validity ( BEGDA/BEGDATUM – Start of year – end of year
ENDDA/ENDDATUM)
Controlling area (KOKRS, grey) 0001
Cost Center ( KOST / KOSTL) SAP-DUMMY
4.6 Create Project with WBS Element
TA CJ20N: Accounting  Project System  Project  CJ20N - Project Builder
Menu bar: Project  New  Project

Header Data
Project definition (PSPID) ###_ETM_PR
Project description CEM Project
(POST1)
“Control” tab
Project Profile (PROFL) 0000001 Standard project profile
63
Start date (PLFAZ) For example, start of year, note public holidays
End date (PLSEZ) For example, end of year, note public holidays
Make a note of project definition!
Project structure: Name  Select ###_ETM_BI; menu: Create  WBS element

Header Data
WBS Element (POSID) Abbreviation + name (###_ETM_PR1)
WBS Element Description CEM WBS element
(POST1)
Project type (PRART) 01 WBS element category A
Planning element X
(PLAKZ)
Account assignment X
element (BELKZ – script
relies on default value)
Billing element (FAKKZ) X
Release and Save: Project structure: Name  Select ###_ETM_BI. Menu: Edit  Status 
Release
4.7 Assign WBS Element to Company Code
TA SPRO: Logistics - General ETM n Operations and Functionsg

Settlement Settlement Basic Data t Assign WBS Element per Company
Code
Company code Work breakdown structure element (WBS element)

0001 ###_ETM_PR1 (created WBS element)
4.8 Create Materials
4.8.1 Create Service Material (SER)
SAP Menu: Logistics i Materials Management W Material Master n Material a

Create (General) r MM01 - Immediately
Initial Screen
64
Material ###_DU_MA
Industry M Mechanical engineering
Material type DIENSER Service
“Select view(s)” dialog box: Basic data 1, Sales: Sales Org. Data 1, Sales: General/Plant
Data
“Organizational levels” dialog box
Sales Org. 0001
Plant 0001
Distr. Channel 01
Name: Dummy Material
“Basic data 1” tab
Base unit of measure ST
Material group 01
GenItemCatgroup LEIS Service w/o Delivery
“Sales: Sales Org. Data 1” tab
Tax code 1 subject to tax
4.8.2 Create Used (non-consumable) Material (GBRA)
SAP Menu: Logistics d Materials Management r Material Master n Material t Create

(General) d MM01 - Immediately
Initial Screen
Material ###_GBRA
Industry P Plant engin./constr.
Material type GBRA
“Select view(s)” dialog box: Basic data 1, Sales: Sales Org. Data 1, Sales: Sales Org.
Data 2, Sales: General/Plant Data, MRP 4, Accounting 1
“Organizational levels” dialog box
Sales Org. 0001
Plant 0001
Storage location 0001
Distr. Channel 01
Name: Used material
65
Material group 01
GenItemCatgroup NORM Normal item
Gross weight 6
Net weight 4
StatisticGrMaterial 1 1
“Sales: General/Plant” tab
Availability check NC No check
TranspGr 0001 Pallet
Loading Group 0001 Crane
“MRP 1” tab
MRP type ND No MRP
“MRP 4” tab
Plant 0001
“Accounting 1” tab
Standard price 1,00
For pricing, you either have to maintain the manual price list, or the material assignment must
be linked to the catalog (see “Assigning a Material to a Catalog Item”) The Customizing setting
for Pricing is also import (see “Price list determination”).
4.8.3 Create Consumable Material (VBRA)
SAP Menu: Logistics u Materials Management i Material Master t

Material s Create (General) g MM01 - Immediately
Initial Screen
Material ###_VBRA
Industry P Plant engin./constr.
Material type VBRA
“Select view(s)” dialog box: Basic data 1, Sales: Sales Org. Data 1, Sales: Sales Org.
Data 2, Sales: General/Plant Data, MRP 4, Accounting 1
Organizational levels
Sales Org. 0001
Plant 0001
66

Distr. Channel 01
Name: Consumable material
Material group Any, for example, 01
GenItemCatgroup NORM Normal item
Gross weight Any, for example, 6
Net weight Any, for example, 6
StatisticGrMaterial 1 1
“Sales: General/Plant” tab
Availability check NC No check
TranspGr 0001 pallets
Loading Group 0001 Crane
“MRP 4” tab
Plant 0001
“Accounting 1” tab
Valuation Class 1210/3300
Standard price 1,50
For pricing, you either have to maintain the manual price list, or the material assignment must
be linked to the catalog (see “Create Materials ”) The Customizing setting for Pricing is also
import (see “Price List Determination”).
4.8.4 Assign Materials (GBRA/VBRA) to Catalog Item
SAP Menu: Logistics i ETMProduction o Master Data Catalogs )

Material Assignment M /SAPCEM/MZ01 - Create
The material assignment is used if the valuation of materials is to take place on the basis of
ETM catalog (for example, construction equipment catalog 1990).
Material ###_GBRA and ###_VBRA (created material)
Catalog BAL90
67
No. in catalog 111110 (corresponding catalog number for material)
4.9 Create Equipments
4.9.1 Maintain default values for equipment ETM-specific data
Maint. object: J_3GEQUIVO

TA: SM30
Field Value
Tech. object type 1000
Leasing type
Item/multipart indicator
Base unit of measure

Indicator for own/external
Procurement type for external equi.
Indicator for load cost relevance
Indicator for provision fees
Material pricing group
Shipping document allowed
PBE document allowed
Field Value
Tech. object type 1380
Leasing type
Item/multipart indicator
Base unit of measure

Indicator for own/external
Procurement type for external equi.
Indicator for load cost relevance
Indicator for provision fees
Material pricing group
Shipping document allowed
PBE document allowed
68
4.9.2 Create Performance-Based Equipment
TA IE01: Logistics f Equipment and Tools Management C Master Datat

Equipment f
IE01 - Create
Prerequisite:
• Owner/Administrator created
• PM order created
• Characteristics class created
Initial Screen (EQUNR? - generated)

Valid on (DATSL) Valid from (for example, start of year)
Equipment Category (EQTYP) B- Construction machinery M – Machines (set up
for ETM)*
Description (SHTXT) Performance Based Equipment 001
“General” tab
Class (KLASSE(_D)) ###_ETM_KRANE (hidden???)
Object type (EQART) 1380
“Location” tab
Maintenance plant (SWERK) 0001
Work center (ARBPL) 0001 (work center abbreviation)
“Organization” tab
Business area (GSBER) 0001
Cost Center (KOST(L)) SAP-DUMMY/SAP_ECATT
WBS Element ###_ETM_PR1
(PROID/PS_PSP_PNR) (see dummy recipient BI: WBS element)
“ETM – Data” tab (in QA0 Tab “Screen_BAdl01”)
Data is generated from the default values of the object type
Owner/Administrator EV001
PM order owner Created PM order (the number you’ve noted)
PM order adm. Created PM order (the number you’ve noted)

Plng group 0001 (created planning group)
Change PM-Order  Reference object Equipment
For pricing, you either have to maintain the manual price list, or the equipment must be linked
to the catalog via the BOM (see “Create BOM”).
Remember the equipment number!
69
4.9.3 Create Time-Based Equipment
TA IE01: Logistics - Equipment and Tools Management u Equipment n IE01 - Create
Prerequisite:
• Owner/Administrator created
• PM order created
• Characteristics class created
Initial Screen
Valid on Valid from (for example, start of year)
Equipment Category B-Construction machineryM – Machines
Name Time Based Equipment 001
“General” tab
Class ###_ETM_KRANE
Object type 1000
“Location” tab
Maintenance plant 0001
Work center 0001 (work center abbreviation)
“Organization” tab
Business area 0001
Cost Center SAP-DUMMY/SAP_ECATT
(see dummy recipient BI: WBS element)
“ETM – Data” tab (in QA0 Tab “Screen_BAdl01”)
Data is generated from the default values of the object type
Owner/Administrator EV001
Pm order owner Created PM order (the number you’ve noted)
Pm order adm. Created PM order (the number you’ve noted)
Plng group 0001 (created planning group)
Change PM-Order  Reference object Equipment
For pricing, you either have to maintain the manual price list, or the equipment must be linked
to the catalog via the BOM (see “Creating a BOM”)
Remember the equipment number!
70
4.10 Create Maintenance Orders
TA IW31: Logistics n Plant Maintenance Maintenance Processing a Order

IW31 - Create (General)
Requirement:
• Work center has already been created
Note: If you get the error message “Number range object does not exist”, the assignment
should be maintained: TA SNROT Enter number range object “AUFTRAG” ; menu bar r GoTo
choose number range, the “ Button “Groups” Assign view “Maintain number range
groups” J3GV to “Network” group!
Initial Screen
OrderType (PM_AUFART) J3GV
Plng Plant (IWERK) 0001
Bus. Area (GSBER) 0001
“Header data” button
Mn.wk.ctr. (VAPLZ/GEWRK) 0001 (created work center)
Bsc start ((CO_)GSTRP) Start, for example, start of the year-cannot be earlier
than current date*
Basic fin. ((CO_)GLTRP) Finish, e.g. end of year*
Ctrl key (STEUS) PM01 Plant maintenance - external
Work duration (ARBEI/ARBEIT) STD (?? – number required here)
“Location” tab
Maintenance plant (SWERK) 0001 (adjust for individual customer)
Make a note of the order number!
*: holidays cannot be entered!
* Go to TA : IW32 Release the created maintenance order. Then only posting in FI for
internal settlement will be allowed.
4.11 Create ETM BOM
TA J3GSL01: Logistics B Equipment and Tools Management Master Data t

Catalogs s Bill of Material o J3GSL01- Create
Initial Screen
Equipment Created equipment (both of the numbers you’ve written down)
Catalog BGL91 (catalog description)
71
No. in catalog 1000-1000 (catalog number of the equipment in the catalog)

Valid from For example, start of year
Press “Save and activate”
Initial Screen
Equipment Created equipment (both of the numbers you’ve written down)
Catalog BGL91 (catalog description)
No. in catalog 1000-1000* (catalog number of the equipment in the catalog)
Valid from For example, start of year
* Press ‘save and activate’ for activating the BOM created.c
4.12 Create Receivers
4.12.1 Create Dummy Points of Receipt and Customers for “Internal

Settlement”
The recipient is the central control element in ETM. In addition to the standard view, there are
two views in which ETM basic data and ETM settlement data of the recipient is stored.
Prerequisites
Before you create a recipient, you need to know the following:
• For which sales area (sales organization/distribution channel/division) it is to be
created
• To which account group it is to be created because this is required for external and
internal number assignment for example
• Which type of recipient you are dealing with (warehouse, internal constructions site,
external third party and so on)
• Whether the account assignment object has also been created as an object
• To which grouping (dummy point of unloading and so on) it is to be assigned
4.12.2 Maintain Dummy Recipient with Recipient Type DU
TA VD01: Logistics m Equipment and Tools Management D Master Data s

Recipient s VD01 - Create
72
The Customer Create: Initial Screen appears. Enter Sales Organization, Distribution Channel
and Division. To find out for which sales areas (combination of sales organization, distribution
channel and division) the recipient has already been created, choose Customer’s sales
areas… To look at all the sales areas of a client, choose All sales areas.
Assign an Account Group to the recipient (here J3G). In Customizing, assign a number range
to the account group. This number range can be external or internal. Enter a (10 character)
customer name of your choice, for example, FL1_DEB_DU (###_DEB_DU).
Choose Continue. The Address screen appears. Make all the required entries in this view and
the subsequent standard view: name (dummy recipient) and country (US).
Customer Create: Initial Screen:

Account group J3G construction site
Customer ###_DEB_DU
Division 01
Press the “ETM – Data” and then enter and save the following data in the CEM Basic Data
and CEM – Settlement Data screen, and save.
CEM – Basic Data:
Recipient type DU DUMMY RECIPIENT
CEM – Settlement Data:
Settlem. Ind: X (as per recipient)
Settlement type: 4 (work days)
Calendar ID: 01 (Germany)
Full month: 2 (whole month…)
Hours/month: 160.00
Hours/day: 8.00
Days/moth: 20.00
Performance-based
equipment: Neither Create (1) nor Supplement (2)
Retirement date / PBE: No
Receipt date PBE: No
Retirement date / TBE: No
C. date logic: No
PBE like TBE No
Shift price: No
Choose the “Sales Area Data” button and then the “Invoice” tab, under Taxes
enter tax classification 1 subject to tax (applies to all dummy recipients)
73
4.12.3 Dummy recipient: Create CI Customer for Internal Settlement
TA VD01: Logistics p Equipment and Tools Management e Master Data n

Recipient p XVD01 - Create

Account Group 0001 – Sold-to party
Customer name Number is generated automatically, note
Division 01
Choose Continue. The Address screen appears. Make all required entries in this standard
view: Name (internal settlement), Search term (INT.SETTL.), City (Walldorf), Transport zone
(0000000001) and Country (DE).
Press the “ETM – Data¸ and then enter and save the following data in the CEM Basic Data
and CEM – Settlement Data screen.
CEM – Basic Data:
Recipient type CI Dummy recipient for internal settlement
Dummy recipient ###_DEB_DU
CEM – settlement data:
Settlmnt. ind: X (as per recipient)
Settl. type: 4 (work days)
Hours per month: 160.00
Hours / day: 8.00
Days/month: 20.00
PBE: 2 (Suppl. Existing PBE)
RetireDate / PBE: Yes
AcqDate PBE: Yes
RetireDate / TBE: Yes
SetQtyEquiRel: 1
Dline logic: Yes
RelNotAllUnrUsg: 3
SrchrgeUnrstUse: 2
MinUsPrd-rsctd: 7
Press the “Company code data” button and enter the following data.
Control account 140000
Payment condition 0001
Dispute Management 0001
74
Press the “Sales area data” button, “Invoice” tab and enter the following data.
Shipping conditions 01 Standard
Incoterms EXW ex warehouse
Account assignment group 01 Domestic Revenue
Payment condition 0001 Payable immediately without discount
Note: Maintain partner roles and sales area.
4.12.4 Customer-Internal Settlement for Each Sales Organization in ETM
TA SPRO: Logistics – General t ETM n Basic Settings n Customer-Internal

Settlement for Each Sales Organization in ETM
Requirement:
• Previous assignment of sales area per company code/business area/plant
Enter a customer for internal activity settlement for each sales organization.

Customer number for Created customer for internal settlement (noted number)
internal settlement
4.12.5 Dummy Recipient: Creating BCII Internal Construction Sites
TA VD01: Logistics o Equipment and Tools Management t Master Data

Recipient VD01 - Create

Account Group J3G construction site
Customer ###_DEB_BI
Division 01
Choose Continue. The Address screen appears. Make all the required entries in this view
standard view: name (dummy recipient) and country (US).
CEM – Basic Data:
Recipient type BCII Construction site internal
75

Customer int. Settl. Noted CI customer name
Hours per month: 160,00
Hours/day: 8,00
Days/month: 20,00
RetireDate / PBE YES
4.12.6 Dummy Recipient: EX Creating External Third Parties
TA VD01: Logistics i Equipment and Tools Management P Master Data

Recipient i VD01 – Create

Account Group 0001 – Sold-to party
Customer name Is generated automatically, note
Division 01
Choose Continue. The Address screen appears. Make all required entries in this standard
view: Name (external third party), Search term (Ext.third party.), City (Walldorf), Transport
zone (0000000001) and Country (DE).
Press the “ETM – Data” button and then enter and save the following data in the CEM
Basic Data and CEM – Settlement Data screen.
CEM – Basic Data:
Recipient type EX external third parties
76

Hours / day: 8.00
Days/month: 20.00
RetireDate / PBE: YES
AcqDate PBE: YES
Retirement date / TBE: YES
SetQtyEquiRel: 1
Dline logic: JA
RelNotAllUnrUsg: 3
SrchrgeUnrstUse: 2
MinUsPrd-rsctd: 7
Press the “Company code data” button and enter the following data.
Control account 140000
Payment condition 0001
Dispute Management 0001
Shipping conditions 01 Standard
Incoterms EXW ex warehouse
Payment condition 0001 Payable immediately without discount
Account assignment group 01 Domestic Revenue
Tax code 1 – subject to tax
Partner roles SP Sold-to party
BP Bill-to party
PY Payer
TC
GR Ship-to party
Save and make a note of the number!
4.12.7 Dummy Recipient: SP Creating External Sold-To Parties
TA VD01: Logistics i Equipment and Tools Management o Master Data

77

Customer ###_DEB_SP
Division 01
standard view: name (external sold-to party) and country (US).
Press the “ETM – Data” button and enter the following data in the CEM Basic Data and
CEM – Settlement Data views.
CEM – Basic Data:
Recipient type SP external sold-to party
Customer int. Settl. Created CI customer
Sold-to party ext. Created external third party
Hours / day: 8,00
Days/month: 20,00
SetQtyEquiRel 1
4.12.8 Dummy Recipient: LA Creating Storage Bins and Yards
TA VD01: Logistics i Equipment and Tools Management d Master Data U

Recipient s VD01 - Create

Customer ###_DEB_LA
78

Division 01
standard view: name (storage bins) and country (US).
CEM – Basic Data:
Recipient type LA storage bins and yards
Reference type 6
Company code 0001
Plant 0001
Cost Center ###_0001
Hours / day: 8.00
Days/month: 20.00
Press the “Sales area data“ button and enter the following data.
4.12.9 Intermediate Recipient per Organizational Structure
TA SPRO: Logistics - General t ETM O Master Data Recipient s Recipient

per Organizational Structure M Intermediate Recipient per Organizational
Structure
This is where the intermediate recipient becomes important. A material delivery from one
usage location to another requires a “warehouse” as the intermediate recipient. For each
company code, business area and plant, enter an intermediate recipient that can be used as
79
the default for material repurchases. In the recipient master record, the intermediate recipient
must be created as a goods recipient.
Prerequisite:
• Created warehouse as intermediate recipient
CoCd BusA Plnt Inter.Rcpt

0001 ###_DEB_LA (created warehouse)
0001 ###_DEB_LA (created warehouse)
0001 0001 ###_DEB_LA (created warehouse)
4.12.10 Dummy Recipient: PD Create Project Definition
TA VD01: Logistics i Equipment and Tools Management n Master Data t


Account Group J3G construction site/ may be replaced with KUNA
Customer ###_DEB_PD
Division 01
standard view: name (project definition) and country (US).
CEM – Basic Data:
Recipient type
PD Project Definition
Reference type 2
Dummy recipient ###_DEB_DUPD
Project Def. ###_ETM_PR
80

Hours / day: 8.00
Days/month: 20.00
Press the “Sales area data” button and enter the following data.
You can create additional dummy recipients for HV / VK
81
5 Operations and Functions
5.1 Service and Settlement Types
5.1.1 Assigning Service and Settlement Types to Equipment Types
TA SPRO: Logistics - General ETM e Operations and Functionsy Activity

Types and Settlement Types e Assign Activity/Settlement Types to Equipment
Types
Here, a material number is assigned to each administrator/equipment type/document category/

activity type, which is used for settlement in application component SD. You also define here,
which administrator is permissible for which equipment types.
Prerequisites:
• Created material (see master data, material, dummy material: ###_DU_MA)
Here, for the above-checked activity type “FREE”:

Own/Adm EV001
Document cat. ETM 2 Shipping document
Activity type F FREE
Material Created material dummy ###_DU_MA
Here for the above-checked activity type “USAGE”:

Activity type U USAGE

Activity type E - Operation
82
5.2 Inventory Management
We distinguish between inventory management for equipment and inventory management for
material. Whether inventory management or which type of inventory management is supposed
to take place can be defined at different levels (document, recipient, equipment and material).
• Chronological inventory management, without missing quantities: The order/entry of

the shipping documents must be chronological. That is, for a piece of equipment or
material you can only enter a shipping document from location A to B, if stock is
available at location A (sender) on the document date, that is, if a receipt has been
posted to location A beforehand.
• Chaotic inventory management, with missing quantities: You can enter a shipping
document for equipment or material without a prior receipt posting. The receipt
document can be posted at a later time. For more information see Stocks Control.
You should make the corresponding settings in the ETM-specific part of Customizing.
5.2.1 Assigning a Reference Type to Transaction Types from MM (Check)
TA SPRO: Logistics - General e ETM Operations and Functions M

Integration MM Inventory Management - ETM Inventory Management) Integration
from ETM to MM I Assign Reference Type to Transaction Types from MM
Integration of ETM shipping document and MM inventory management. This is where you
define which shipping documents lead to an MM document. Check whether it is available.
Reference type for recipient V.GI3 V.GR4
50512 501
1 221 222
2 221 222
3 261 262
4 201 202
5 261 262
6 301 3021
5.2.2 Material Types per Document Type
TA SPRO: Logistics - General c ETM Operations and Functions . Document Types

Material Types per Document Type
3
Transaction type for goods issue
4
Valuation type for goods receipt
83
This is where you enter the allowed material types for each document type.
Prerequisite:
Determine document types Error: Reference source not found
Material type GBRA

Material type VBRA
5.2.3 Assigning a Dominance Indicator per Document Type
TA SPRO: Logistics - General ETM a Operations and Functions

Document Types n Assign Dominance Indicator per Document Type
Here, you resource-specifically define who is dominant in pricing, that is, from which recipient
the conditions (such as the price list) are to be fetched for settlement.
Document TType STy. RType Resc. PrDM P/I/D PrDM I/D
Type
10 IE 3 3
20 IE 3 3
20 1 - LA MA 3 3
20 2 LA - MA 1 3
20 4 LA SP MA 3 3
20 4 SP BI MA 2 3
5.3 Price List Determination
TA SPRO: Logistics - General i ETM Operations and Functionsc Settlementl

Pricing c Price List Determination i Create Condition Record (TA J4GD)
In this section, you define ETM price dependencies.
Prerequisite:
• Determine Inventory Management Type per Document Category (Check)
84
Condition type PRSL Price lists

Key combination Document cat./activity type
Doc cat. 2 Shipping document
Valid From/To Start of year/31.12.99
Activity type ML MATERIAL DELIVERY
PrList 33 BAL90
Activity type MR MATERIAL RETURN DELIVERY
PrList 33 BAL90
Activity type E
PrList 32
Create conditions records for all the relevant condition types which are assigned to the the ETM
relevant pricing procedures
5.4 Billing
Determining Billing Blocks
TA SPRO: Logistics - General l ETM o Operations and Functions o

Settlement - Settlement Basic Data  Determine Billing Blocks
Here, you enter a billing block that can be set if there are inconsistencies in ETM settlement.
Block Name
99 ETM billing block
Assignment of Sale/Repurchase for Material Deliveries
TA SPRO: Logistics - General p ETM s Operations and Functionse

Settlement Settlement Basic Data t Assign Sale/Repurchase for Material
Deliveries
Here it is controlled for material deliveries (shipping) which SD order type is to be used in
automatic SD order generation. Assign the sales/repurchase/onward delivery indicator for
each document type/material type/transaction type depending on the delivery relationship
(recipient/sender).
Prerequisite:
• Defining the Properties of the Materials
85
Doc. type Material type TType RTypS RTypR SRI

20 SHIPPING DOCUMENT GBRA 4 SHIPPING 3
20 SHIPPING DOCUMENT GBRA 4 SHIPPING LA 2
20 SHIPPING DOCUMENT GBRA 4 SHIPPING LA 1
20 SHIPPING DOCUMENT VBRA 4 SHIPPING 3
20 SHIPPING DOCUMENT VBRA 4 SHIPPING LA 2
20 SHIPPING DOCUMENT VBRA 4 SHIPPING LA 1
Settlement in MM per Material Type
TA SPRO: Logistics - General M ETM a Operations and Functionsg

Settlement Settlement Basic Data t Settlement in MM per Material Type
This is where you define which material types are to be settled in ETM.
Prerequisite:
• Defining the Properties of the Materials
Material type Settlement in ETM/MM
VBRA X
New Logic SD Settlement PBE as TBE
TA SPRO: Logistics - Generale ETM E Operations and Functions

Settlement Settlement Basic Data i New Logic SD Settlement PBE as TBE
In ETM SD settlement, devices can be settled by time (according to the data of the shipping
document; precise to the day) or by performance (according to the activity documents, precise
to the hour). Which of these settlement types (by time only, by activity only, by both or not at
all) it to be chosen is usually (old version) controlled using an indicator for the equipment type
(stock check requirement) and an indicator in the customer master data of the settlement-
relevant recipient (settle performance-based equipment like time-based equipment). In the
new version, this decision is derived from two new indicators in the equipment master data
(settlement by performance, settlement by time) and the above indicator in the recipient
master data. If the entry in the field remains initial, the old version is still used for the
derivation. If there is an 'X' entry, the new version is used. Note: If you are using the new
version, the indicators must be maintained in the equipment master record!
86
6 Open Issues /Solutions
6.1 Procuring Equipment
To ensure that equipment is in stock, it has to be delivered/ procured.
TA J3GH: Logistics t Equipment and Tools Management s Transaction Data

Documents E Shipping Documents a J3GH – Create
Initial Screen
Document type 20 Shipping document
Header data
Recipient Stock
Document date Date
Equipment data
Equipment Equipment to be procured
6.2 Procuring Material
To ensure that material is in stock, it has to be delivered/ procured.
TA J3GH: Logistics t Equipment and Tools Management Transaction Data

Documents E Shipping Documents a J3GH – Create
Initial Screen
Document type 20 Shipping document
Header data
Recipient Stock
Document date Date
Material data
Material Material to be procured
Quantity For example: 100
70
6.3 General Settings
Defining and Creating Number Range Intervals

- Internal SD orders, external number assignment (RV_document)
- External SD orders, external number assignment (RV_document)
- Internal billing document, internal number assignment
- External billing document, internal number assignment
- Internal billing lists, internal number assignment
- External billing lists, internal number assignment
- Number range for goods recipient (customer) external/internal?
- Number range for sold-to party (customer) external/internal?
6.4 Sales and Distribution
6.4.1 Sales Documents Available (Check)
TA SPRO: Sales and Distribution S Sales S Sales Documents S Sales

Document Header D Define Sales Document Types
Sales Doc. Type Description

J3G1 CEM cost settlement
J3G2 CEM customer settl.
J3G6 CEM mat. settlement int.
J3G7 CEM mat. repur. int.
J3G8 CEM mat. sales ext.
J3G9 CEM mat. repur. ext.
J3GB CEM credit memo int.
J3GC CEM credit memo ext.
Assigning the Sales Area to Sales Document Types

In this step, you assign the permitted order types to the sales area groups. If all order types
are to be permitted for all sales areas, you do not need to make any entries here. Make
customer settings!
6.4.2 Define and Assign Pricing Procedures (Check)
TA SPRO: Sales & Distribution S Basic Functions Pricing Pricing Control

Define and Assign Pricing Procedures
71
In this step, you define the pricing procedures. You also assign the pricing procedures to the
transactions.
Pricing procedures: “Maintain pricing procedures” button

Procedure Meaning
J3GEXT CEM external view
J3GINT CEM internal view
J3GMA1 ETM material internal
J3GMA2 ETM material external
Select J3GEXT from “Procedures” subdialog and double-click “Control” in the dialog.
CTyp Name
J3GV Rent special price ex
J3GG Rent basic price
J3GX Rent % recipient ex
J3DM A+V
J3GT Rep. special price ext
J3GA Repair basic price
72
J3GW Rep. % recipient ext

J3DR Rep. flat fee
J3GO Health insurance ext
J3GB Car tax
J3GC Car insurance
J3GN Loading costs
J3GS Unloading costs
Select J3GINT from “Procedures” subdialog and double-click “Control” in the dialog.
CTyp Name
J3GM Rent special price in
J3GG Rent basic price
J3GK Rent % equi/equi type
J3GP Rent % recipient in
J3DM A+V
J3GR Rep. special price int
73
J3GA Repair basic price

J3GL Rent % equi/ equi type
J3GQ Rep. % recipient int
J3DR Rep. flat fee
J3GB Car tax
J3GC Car insurance
J3G1 Retrieval reason
J3GD Retrieval
Select J3GMA1 from “Procedure” subdialog and double-click “Control” in the dialog.
CTyp Name
J3G3 ETM mat. basic price
J3G4 ETM mat. % internal
(J3G7) (ETM Mat. % internal r)
Select J3GMA2 from the “Procedures” subdialog and double-click “Control” in the dialog.
CTyp Name
J3G3 ETM mat. basic price
J3G5 ETM mat. % ext.
(J3G8) (ETM mat. % ext. rep.)
74
6.5 Define Blocking Reason for Billing
TA SPRO: Sales and Distribution f Billing g Billing Documents g Define

Blocking Reason For Billing
Choose “Billing: Blocking Reasons”, double-click, enter data and save.

Block Billing block desc.
89 Recipient blocked
Choose “Assign blocking reasons to billing types”, double-click.

Enter data and save.
Block Name Billing Type Name
89 Recipient blocked J3G2 CEM external
6.6 Assign characteristics to class
TA CL02: Cross-Application Components s Classification System b Master Data t

CL02 - Classes
Enter data and press “Create” button .

Class: J_3GBAL90 (no prefix needed)
Class type:600 - Catalog
-> “Basic Data” tab

Description: BGL 1990
Status: 0 in creation
-> “Characteristics” tab

Assign characteristics BAL90PREIS and BAL90EINHEIT to class J_3GBAL90 and save:
button
75
6.7 BGL91 -> Preparations
6.7.1 Define characteristic groups for BGL91
TA SPRO: Cross-Application Components  Classification System 

Characteristics  Define Characteristics Groups
Choose “New Entries” and enter the following data, if it’s not available already:
Characteristics J_3GBGL91
Group
6.7.2 Define relationship groups for BGL91
TA SPRO: Logistics - General r Variant Configuration v Dependencies

Relationships
R DefineSpecify Groups
Relationship group J_3GBGL91

6.8 Maintain/check object key
TA SPRO: Cross-Application Components m Classification System

C Classes l Maintain Object Keys
The following entries must be available in the table for J_3GKATAL:

To check the table, press the “Change/Display” button and, if the entries are not available,
press the “New Entries” button and enter the following data:
Table J_3GKATAL
TCode J3G6
Field Name Parameter ID Key Field Table
J_3GTPLKZ J2R - -
J_3GKATNRS J3K X -
(J_3GSTLPOS ?)
Table J_3GKATAL
76
Field Name J_3GZEILE1
The following entries must be available in the table for J_3GSTLPOS:

Table J_3GSTLPOS
TCode -
Field Name Parameter ID Key field Table
J_3GSTLNR - - -
J_3GPOSNRI - - -
Table -
Field Name -
6.9 Maintain/check object types that can be classified
TA SPRO: Cross-Application Components h Classification System g Classes

Maintain Object Types and Class Types
The following entries must be available in the column of the table: J_3GKATAL and
J_3GSTLPOS.
Check: In the table, choose J_3GKATAL and press the “Detail” button to check the
following data. Input: Choose “New Entries” and enter the following data:
- Maintain class objects of table J_3GKATAL (view V_CLT, table TCLT)

Table ( OBTAB / TABELLE ) J_3GKATAL
Table text ( OBTXT / Catalog.
OBJEKTTEXT)
Std. class object ( AKTIV / X
KLASAKTIV )
Screen No. for CL20N 900
( DYNNR1 / DYNPRO100 )
CL24N New 0
Object( DYNNR2 /
DYNPRO200 )
CL24N Header Line 903
Screen number valuation 904
Keywords ( SWOFL / X
SWORKENNZ )
Charact screen ( SMEFL / X
77
SACHMKENNZ )
Texts ( TXTFL / TEXTKENNZ ) X
1) Navigation: Class types of table J_3GKATAL -> double-click Class Types in

dialog log structure, top left, check/enter data: (view , table )
Class type (KLART / 600 Catalog
KLASSENART – no input)
Table (OBTAB / TABELLE) J_3GKATAL
Keywords (SWOFL / X
SWORKENNZ)
Characteristics (SMEFL / X
SACHMKENNZ)
Texts (TXTFL / TEXTKENNZ) X
Standard class type (STAND / X
KLARTST)
Multiple classification X
(MFKLS / MEHRFACHKL)
Multiple objs allowed X (check tech.info for changing)
(MULTOBJ)
2) Navigation: double-click Objects in dialog structure, enter/check data:

Type Table
600 EQUI
Attribute Value
Multiple class. X
Screens no. for CL20 102
Screens no. for heading 202
Screen no. obj. all. 302
Val. Assign. Screen no. 402
Table text EQUIPMENT
Pushbutton text EQUIPMENT
Object Type Equ
Type Table
600 J_3GKATAL
Attribute Value
Multiple class.
78

Screens no. for heading (0 entered previously)

Table text CATALOGS
Pushbutton text CATALOGS
Object Type
Type Table
600 J_3GSTLPOS
Attribute Value
Multiple class.
Screens no. for heading (0 entered previously)

Table text BOM item catalog
Pushbutton text BOM item ctlg
Object Type Slp
3) Navigation: double-click Class Status in dialog structure, enter/check data:

Type S Text
600 0 In Preparation
600 1 Released
600 2 Locked
4) Navigation: double-click Classification Status in dialog structure -> maintain/check data:

Type Status Free Locked Incomplete Incomplete Auto. Class type
- manual - system release
600 1 X - - - - Catalog
600 2 - X - - - Catalog
600 3 - - X - - Catalog
600 5 - - - X - Catalog
79
6.10 Maintain/check class objects of table J_3GSTLPOS
Table J_3GSTLPOS
Table text Catalog. (available -> catalog BOM item)
Std. class object X
Screen No. for CL20N 915
CL24N New Object 0
CL24N Header Line 923
Screen number valuation 916
Keywords X
Charact screen X
Texts X
Navigation: Class types of table J_3GSTLPOS -> no entries!
6.11 Create characteristics
6.11.1 Assign characteristics to class
TA CL02: Cross-Application Components s Classification System r Master Data a

CL02 - Classes
Enter data and press “Create” button .

Class: ###J_3GBBGL91 (use abbreviation instead of ###, e.g. FL1)
Class type:600
-> “Basic Data” tab

Description: Catalog of construction equipment 1991
Status: 1 released/0 in preparation
-> “Characteristics” tab

Assign all characteristics (###_J_3G_MNEUWERT, ###_J_3G_NJAHR, …) to class
###J_3GBBGL91 and save: button
After all relevant customizing for catalog ,Both material and equipment catalogs(Bal90 and
BGL91) should be uploaded
80

ETM Manual Configuración

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Equipment and Tools Management – Guide for Customizing and Master Data

ETM - Equipment and Tools Management

Customizing and Master Data

5 Operations and Functions..................................................................................................82

6 Open Issues /Solutions.......................................................................................................70

To gain a better understanding of Equipment and Tools Management, we recommend reading

2.1 Sample Data for the Scenarios

2.1.1 External Rent-Time-Based Equipment

2.1.2 External Rent-Performance-Based Equipment

2.1.3 Equipment Internal Rent (Time Based Equipment)

Equipment Class Master Data: Equipment Class

2.1.4 Equipment Internal Rent (Performance-Based Equipment)

2.1.5 ETM – Consumable Material

2.1.6 ETM – Non-Consumable Material

Material master Master Data: Non-Consumable

3.1 Organizational Structure

Controlling area 0001

3.2 Basic Settings

3.2.1 Create Number Range Intervals

NumberRangeObject Description No. Area

3.2.2 Create external customer number ranges

Call TA XDN1. Add new interval:

Number range From To Current number External

3.2.3 Assign order types to number range group

Call TA CO82 – Order number ranges

Press button Update Groups.

3.2.4 Account Groups for Construction Equipment Management

1.  Define Account Groups with Screen Layout (Customers)

3.2.5 Create Account group for ETM:

3.2.6 Assign partner functions to customer account groups

Partner function Description Not changeable Mandatory func.

3.2.7 Define Sales Area for Each Company Code/Business Area/Plant

TA SPRO: Logistic - General o Equipment and Tools Management (ETM) t Basic

Company code1 0001

3.2.8 Define Business Area Account Assignment

TA SPRO: Logistics - General Equipment and Tools Management (ETM) o Basic

3.2.9 Define Group Mapping

MappingCat 1 (business area/company code/plant)

3.2.10 Define the Planning Group

TA SPRO: Logistics - General ETM o Master Data m Equipment n Define Planning

3.3 Sales documents

3.3.1 Publishing Account Groups in SD

TA SPRO: Sales and Distribution s Basic Functions Partner Determination D Set Up

3.3.2 Create Sales Document Types

Application for output conditions V1

Description ETM mat. repur. Int.

Doc. procedure (for determining pricing proc.) 8

3.3.3 ETM relevance of sales document types

TA : SPRO  Logistics general  ETMOperations and functions Document Types Integration

3.3.4 Partner determination procedures for sales document headers

SalesDocType Name PartnerDetProc Name

3.3.5 Create sales item categories

3.3.6 Set up partner determination for sales document item

3.3.7 Create Billing document types

Output determination procedure J3G100

Billing Type J3G7

Document procedure (for det. pricing proc.) 8

7. Set up Partner Determination for Billing document types

8. Set up Partner Determination for Billing Item

J3GF CEM billing item

3.3.8 Define allowed document types per sales organization

TA: SPRO Sales and distribution salesSales documentssales document headerAssign