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SAP Online Help 12/11/2001

CEM - Construction Equipment Management 46C2 2

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© Copyright 2001 SAP AG. All rights reserved. No part of this publication may be reproduced or transmitted in any form or for any purpose without the express permission of SAP AG. The information contained herein may be changed without prior notice. Some software products marketed by SAP AG and its distributors contain proprietary software components of other software vendors. Microsoft®, WINDOWS®, NT®, EXCEL®, Word®, PowerPoint® and SQL Server® are registered trademarks of Microsoft Corporation. IBM®, DB2®, OS/2®, DB2/6000®, Parallel Sysplex®, MVS/ESA®, RS/6000®, AIX®, S/390®, AS/400®, OS/390®, and OS/400® are registered trademarks of IBM Corporation. ORACLE® is a registered trademark of ORACLE Corporation.

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are registered trademarks of Informix Software Incorporated. UNIX®, X/Open®, OSF/1®, and Motif® are registered trademarks of the Open Group. HTML, DHTML, XML, XHTML are trademarks or registered trademarks of W3C®, World Wide Web Consortium, Massachusetts Institute of Technology. JAVA® is a registered trademark of Sun Microsystems, Inc. JAVASCRIPT® is a registered trademark of Sun Microsystems, Inc., used under license for technology invented and implemented by Netscape. SAP, SAP Logo, R/2, RIVA, R/3, ABAP, SAP ArchiveLink, SAP Business Workflow, WebFlow, SAP EarlyWatch, BAPI, SAPPHIRE, Management Cockpit, mySAP.com Logo and mySAP.com are trademarks or registered trademarks of SAP AG in Germany and in several other countries all over the world. All other products mentioned are trademarks or registered trademarks of their respective companies.



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Caution

Example

Note

Recommendation

Syntax



CEM - Construction Equipment Management ......................................................................................... 8

Master Data.......................................................................................................................................... 9

CEM Catalog .................................................................................................................................. 10

Creating a Catalog ...................................................................................................................... 12

Importing the Construction Equipment Catalog (to 4.6C1 Incl.) ................................................. 14

Importing Catalogs (from Release 4.6C2 Inclusive) ................................................................... 15

Displaying the Catalog Structure (to Release 4.6C1 Inclusive).................................................. 17

Displaying the Catalog Structure (from Release 4.6C2 Inclusive).............................................. 18

Creating an Entry in a Catalog.................................................................................................... 19

Changing and Displaying a Catalog Entry .................................................................................. 21

Creating a Material Assignment to the Catalog .......................................................................... 22

Changing, Displaying and Deleting a Material Assignment........................................................ 23

CEM Bill of Material (BOM) ............................................................................................................ 24

Creating a BOM .......................................................................................................................... 25

Changing and Displaying a BOM................................................................................................ 27

Displaying the BOM (from Release 4.6C2 Inclusive) ................................................................. 29

Interpolation ................................................................................................................................ 30

CEM Equipment ............................................................................................................................. 32

Creating Equipment .................................................................................................................... 34

Changing and Displaying Equipment.......................................................................................... 36

Flagging Equipment for Deletion ................................................................................................ 38

Equipment Activation and Deactivation ...................................................................................... 39

Activating and Deactivating Equipment................................................................................... 40

Assigning Equipment to an Asset ............................................................................................... 41

Insurance Data............................................................................................................................ 42

Creating, Changing and Displaying Insurance Data ............................................................... 43

Package ...................................................................................................................................... 44

Shipping Package ................................................................................................................... 46

Creating a Shipping Package .............................................................................................. 48

Changing, Displaying and Deleting a Shipping Package .................................................... 50

Settlement Package ................................................................................................................ 51

Creating a Settlement Package........................................................................................... 52

Changing, Displaying and Deleting a Settlement Package................................................. 53

Price Information......................................................................................................................... 54

Displaying Price Information for the Equipment ...................................................................... 55

Displaying Price Information for the Construction Site............................................................ 56

Owner/Administrator....................................................................................................................... 57

Owner/Administrator Relationship .............................................................................................. 58

Creating an Owner/Administrator ............................................................................................... 59



Changing and Displaying an Owner/Administrator ..................................................................... 60

Recipient......................................................................................................................................... 61

Creating a Recipient ................................................................................................................... 62

Changing and Displaying a Recipient......................................................................................... 64

Basic Functions.................................................................................................................................. 65

CEM Planning................................................................................................................................. 66

Requisition Note.......................................................................................................................... 67

Creating a Requisition Note .................................................................................................... 69

Changing, Displaying and Deleting a Requisition Note .......................................................... 70

Requirements Overview.............................................................................................................. 71

Changing and Displaying the Requirements Overview........................................................... 72

Graphical Planning Board ....................................................................................................... 73

Editing and Displaying the Graphical Planning Board ............................................................ 74

Creating Shipping Documents from the Planning Board ........................................................ 76

Creating Requirements from the Planning Board ................................................................... 77

Deadline Logic ............................................................................................................................ 78

Deadline Logic (Indicator) ....................................................................................................... 79

Release Notification Limit for Unrestricted Usage .................................................................. 80

Minimum Usage Period for Restricted Usage......................................................................... 81

Surcharge for Unrestricted Usage........................................................................................... 82

Document Entry.............................................................................................................................. 83

CEM Document Entry - Terminology .......................................................................................... 84

Shipping Document..................................................................................................................... 89

Creating a Shipping Document ............................................................................................... 91

Changing, Displaying and Canceling a Shipping Document................................................... 93

Creating a Shipping Document by Copying from a Template................................................. 95

Parking and Releasing a Shipping Document ........................................................................ 96

Creating a Shipping Document from Confirmed Requirements.............................................. 97

Listing Shipping Documents.................................................................................................... 98

BAPIs to Maintain CEM Shipping Documents ........................................................................ 99

Clearing a Usage Site ........................................................................................................... 100

Shipping of Materials............................................................................................................. 101

Inventory Management.......................................................................................................... 102

Intermediate Recipient .......................................................................................................... 104

Performance-Based Equipment Documents ............................................................................ 106

Entering a PBE Document .................................................................................................... 108

Displaying a PBE Document ................................................................................................. 110

Calendar Maintenance ................................................................................................................. 111

Settlement Calendar ................................................................................................................. 112

Creating a Settlement Calendar............................................................................................ 114

Releasing Records from the Settlement Calendar................................................................ 116



Entry List................................................................................................................................ 118

Filler Calendar for Performance-Based Equipment.................................................................. 119

Creating a Filler Calendar for Performance-Based Equipment............................................. 120

CEM Settlement ........................................................................................................................... 121

Stock Control ............................................................................................................................ 122

Performing Stock Control ...................................................................................................... 123

Location Setup .......................................................................................................................... 124

Executing a Location Setup .................................................................................................. 125

Filling of Performance-Based Equipment Reports ................................................................... 126

Filling PBE Documents.......................................................................................................... 127

Example 1 (With Shipping Document)............................................................................... 129

Example 2 (Without Shipping Document).......................................................................... 131

Example 3.......................................................................................................................... 132

Example 4 (Special Case) ................................................................................................. 133

Example 5.......................................................................................................................... 134

Example 6.......................................................................................................................... 135

Example 7 (Retirement)..................................................................................................... 136

Example 8 (Retirement Date Not Set in Recipient 100050) .............................................. 137

Example 9 (Acquisition Date Not Set in Recipient 100004) .............................................. 138

SD Order Generation ................................................................................................................ 139

Settlement of Activity and Delivery........................................................................................ 140

Settlement of Time-Based Equipment............................................................................... 141

Settlement of Performance-Based Equipment .................................................................. 144

Settlement PBE as TBE .................................................................................................... 146

Settlement of a Settlement Package ................................................................................. 147

Settlement for Multipart Equipment ................................................................................... 148

Settlement of Materials ...................................................................................................... 149

Settlement Across Different Company Codes....................................................................... 150

Example: Settlement Across Different Company Codes Using EDI ................................. 151

Recipient Data Check............................................................................................................ 155

Checking a Recipient......................................................................................................... 156

Generating SD Orders........................................................................................................... 157

CEM Test Settlement Run..................................................................................................... 159

Changing and Displaying SD Orders .................................................................................... 160

Displaying the Settlement Run Log (to Release 4.6C1 Inclusive) ........................................ 161

Displaying the Settlement Run Log (from Release 4.6C2 Inclusive) .................................... 162

Input Postprocessing............................................................................................................. 163

SD Order Check .................................................................................................................... 164

Checking SD Orders.......................................................................................................... 165

Settlement List .......................................................................................................................... 166

CEM Inventory.............................................................................................................................. 167



Editing the Stock List ................................................................................................................ 168

Determining Quantity ................................................................................................................ 169

Initial Entry of Inventory Data.................................................................................................... 170

Entering stock........................................................................................................................ 171

Changing Stock ..................................................................................................................... 172

Displaying Stock.................................................................................................................... 173

Checking Stock Data ................................................................................................................ 174

Displaying Counted Stock Without Equipment Number ........................................................... 175

Displaying Counted Stock With Equipment Number ................................................................ 176

Generating Stock Differences................................................................................................... 177

Valuing Stock Differences......................................................................................................... 178

Resetting Generated Stock Differences ................................................................................... 179

Writing Off Differences for Multipart Equipment ....................................................................... 180

Archiving of CEM Data ................................................................................................................. 181

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Construction Equipment Management (CEM) deals with issues that secure an optimal process flow in enterprise areas of construction firms or equipment rental companies in aspects such as planning, processing, settlement and evaluation of resources (materials and equipment).

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If you want to use CEM, you must have the application components Sales and Distribution (SD), Plant Maintenance (PM), Financial Accounting (FI) and Controlling (CO). To make full use of the integrative nature of SAP R/3, it is also advisable to use the application components Asset Accounting (AA) and Project System (PS).

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• Representation of various catalogs containing construction equipment, machinery, tools, construction accessories and attachments and so on

• Catalog BOMs (bills of material)

• Shipping and settlement packages

• Relationships between owners and administrators of equipment

• Shipping and performance-based equipment (PBE) documents

• Settlement Calendar

• Filler Calendar for Performance-Based Equipment

• Time-based or performance-based settlement

• Inventory management

• Equipment planning

• Evaluations and reporting functions (settlement lists, statements of usage, stock lists for construction sites and so on)



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• CEM Catalog [Seite 10]

• CEM Bill of Material [Seite 24]

• CEM Equipment [Seite 32]

• Owner/Administrator [Seite 57]

• Recipient [Seite 61]



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A CEM catalog is a structured, hierarchical list of different types of machinery (for example, equipment, machines and vehicles) and is based on the SAP standard Classification System. Every CEM catalog is assigned to a Class [Extern] within a Class Type [Extern]. This means that all the numbers in the catalog are also assigned to this class or class type. The characteristics used in characteristic value assignment are assigned to the class.

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Before you can reference to a CEM catalog, it must have been defined in Customizing [Seite 12] for CEM. CEM catalogs can be specific to a company, region or country and form the basis for pricing in settlement accounting. By assigning bills of material (BOMs) to equipment, you can link to the CEM catalog, and therefore also to catalog valuation.

There are the following hierarchy levels in the “Baugeräteliste 1991” or “BGL 91” (German equipment rental compilation or construction equipment specifications list):

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�� Main equipment group Lifting appliances and transportation equipment

�� Equipment sub-group Cranes and attachments

�� Equipment category Diesel-hydraulic driven two-engine rubber-mounted cranes with steel-latticed boom

�� Equipment type Diesel-hydraulic driven two-engine rubber-mounted cranes with steel-latticed boom, maximum load moment 165tm

�� Attachments Booms for cranes etc.

��&�� Extras Non-interchangeable equipment items such as diesel or gasoline engines

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Every catalog has to be purchased from the appropriate publisher as a compact disc (CD) or as discs. CEM has a batch-input session.

We recommend that equipment be entered in separate lots according to main group. In this way, you can check and control the data transfer more easily. You can use the Procedure for the BGL [Seite 14] when you import data from the list of construction accessories, material and tools (for example, the “Bauaustattungsliste” or “BAL” in Germany).

CEM catalogs are client-dependent. This means that you can import a different catalog into each different client in the same system. If you want to use the same catalog in more than one client, you have to define in which logical system the original catalog is stored. You can do this under Creating a Catalog [Seite 12].

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Catalog entries can be entered in CEM BOMs [Seite 24]. They then form the valuation basis for settlement accounting. New catalog entries can also be interpolated [Seite 30] directly in the catalog.



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If the catalog records are valuated or should have values and you want to use dependencies and interpolate, the classes, class types, characteristics, and dependencies to be used must be created in Customizing or in the Application Menu under /RJLVWLFV��→�&HQWUDO�)XQFWLRQV��→�&ODVVLILFDWLRQ�6\VWHP. For more information, see the Implementation Guide (IMG) for CEM under /RJLVWLFV��*HQHUDO�→ &(0�→ &(0�0DVWHU�'DWD� → &DWDORJV� → 3UHUHTXLVLWHV�IRU�&DWDORJV.

You must have a comprehensive knowledge of the classification system if you want to create catalogs that do not reference to existing classes and class types.�

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Create the catalogs in Customizing for CEM.

1. Choose &(0��→�0DVWHU�'DWD� → &DWDORJV� → 'HILQH�&DWDORJ�&RGH�

2. Execute this Customizing activity. (See the system documentation.)

3. Select the catalog that you want to copy.

4. Choose (GLW�→ &RS\�DV��

Enter the target catalog and make your changes.

5. Choose (QWHU, save your entries and choose %DFN.

6. Choose Customizing for &(0�→ &(0��0DVWHU�'DWD�→ &DWDORJV� → &DWDORJ�&RVWLQJ and execute the 'HILQH�)RUPXOD�3DUDPHWHUV�IRU�&RVWLQJ�and 0DLQWDLQ�)RUPXOD�'HILQLWLRQV�IRU�&RVWLQJ Customizing activities. (See the system documentation.)

7. Save your entries.

Return to the application menu and add new entries to the catalog (see: Creating an Entry in a Catalog [Seite 19]).


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You have created a new catalog.

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For each main equipment group, a standard text processing program should provide a text file with catalog texts and a text file with catalog values, for example, .$7��7;7��.$7��7;7.

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1. Choose 7RROV�→ $%$3�:RUNEHQFK�→ 'HYHORSPHQW → $%$3�(GLWRU from the R/3 initial screen.

The $%$3�(GLWRU��,QLWLDO�6FUHHQ appears.

2. Enter program �6$3&(0�%, (equipment values) in the 3URJUDP field.

3. Execute this program.

Enter the catalog and the file path where the data to be imported can be found, for example, F�?%*/?�.$7��W[W! on the %DWFK�,QSXW�IRU�&DWDORJV screen. You can also enter a file type.

If you want to update the descriptions that are already in the system or import texts in a further language, set the 2QO\�UHDG�WH[WV indicator. The catalog values remain unchanged when this indicator is set.

4. Choose ([HFXWH�

5. Repeat this procedure for program �6$3&(0�7(;7 (equipment texts).

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After these programs have been imported, the catalog structure [Seite 17] is available with all its values and texts.



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To directly input a catalog a catalog must be defined in the IMG under 'HILQH�FDWDORJ�FRGH.

Catalogs with value assignment characteristics must exist in the catalog class with the associated characteristics and the class or class type must be entered in the above-mentioned IMG activity.

The data can be provided by a suitable tool such as EXCEL (for example, in the case of your own catalogs) or by a data preparation program (report /SAPCEM/INPUT_BGL91 for data from BGL91, report /SAPCEM/INPUT_BAL90 for data from BAL90).

A file must exist for data transfer and it must have the following attributes:

• The data is saved in ASCII format and separated by the tabulator in a record (*.txt).

• There are three data types in a data record:

#1 Catalog data

#2 Text data

#3 Characteristic data

• You must specify data type #1, the others are optional. Within the data type structures the optional data is highlighted

• Data type #1: One entry exists per data record with the following structure

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Structure / catalog number ,QWHUSRODWLRQ�LQGLFDWRU (empty = interpolation, ‘X’ = no interpolation)

• Data type #2: Any number of entries with the following structure can exist per data record

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Language indicator (for example D for German, E for English)

Catalog text

%20�WH[W, only for CEM BOM catalogs

• In the case of the catalog text this is the descriptive text assigned to the number in the catalog in the catalog structure display

• In the case of BOM text this is an abbreviated number-in-catalog description that is visible from within the BOM

• For the actual catalog structure only the catalog text has to be defined It is not necessary to define a catalog structure for a catalog, however it helps for clarity

• When converting BGL91 the catalog text for catalog entries is either copied from the provided text file or, if not available, from the BOM text

• In the case of your own CEM BOM catalog you should define catalog entries, catalog text, and BOM text. Entry of a text after the language indicator is viewed as catalog text, subsequent text is BOM text

• Data type #3: Any number of entries with the following structure can exist per data record

#3

Characteristic name

Characteristic value



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6. Choose 7RROV�→ $%$3�:RUNEHQFK�→ 'HYHORSPHQW → $%$3�(GLWRU from the R/3 initial screen.

The $%$3�(GLWRU��,QLWLDO�6FUHHQ appears.

7. In the 3URJUDP field enter �6$3&(0�,1387B%$/��, �6$3&(0�,1387B%*/�� or �6$3&(0�&$7$/2*8(B,1387.

8. Execute the program.

The &RS\�'DWD�IURP�&DWDORJ�,QSXW�screen appears.

9. Enter the catalog code and the file path on which the data for import is held. Choose an activity mode or copy type (,� �,QVHUW��0� �0RGLI\).

If you set the 7HVW�UXQ indicator, the system performs a data test and returns data errors or data information if successful. If you do not set this indicator the data is updated.


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After importing the program(s) the catalog structure is available in the system.



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At least one CEM Catalog [Seite 12] must exist.

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1. Choose /RJLVWLFV�→ &RQVWUXFWLRQ�(TXLSPHQW�0DQDJHPHQW�→ 0DVWHU�'DWD�→ &DWDORJV�→ &DWDORJ�6WUXFWXUH��2OG�.

2. Enter a catalog code in the &DWDORJ field.

3. Choose ([HFXWH to display the complete catalog structure.

4. You can display additional information for an entry by double-clicking on it. Choose 9DOXH�DVVLJQPHQW to display the characteristic assignment.



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At least one CEM Catalog [Seite 12] must exist.

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5. Choose /RJLVWLFV�→ &RQVWUXFWLRQ�(TXLSPHQW�0DQDJHPHQW�→ 0DVWHU�'DWD�� &DWDORJV�� &DWDORJ�6WUXFWXUH��1HZ�.

6. The &DWDORJ�6WUXFWXUH�'LVSOD\�ZLWK�9DOXHV�DQG�8VDJH screen appears.

7. Enter the catalog code or choose one from the list.

8. Choose (QWHU.

9. The catalog appears on the left in a tree structure.

10. Navigate through the structure to the desired node. You can use the functions ([SDQG�DOO and &ROODSVH�DOO. Using the function 'HWDLO�YLHZ you can branch to the master data of the catalog record. In an equipment group if you want to branch to the next higher level in the hierarchy choose 3UHYLRXV�KLHUDUFK\�OHYHO.

11. On the top right you can see the existing characteristic value.

12. On the bottom right you can see whether the equipment item is used in another BOM.

13. In this transaction you can change the catalog or number in the catalog.



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At least one CEM Catalog [Seite 12] must exist. Before you can create an entry (number) in the catalog, you must know the following:

• in which CEM catalog you want to create the number

• whether this number already exists in the catalog

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1. Choose /RJLVWLFV�→ &RQVWUXFWLRQ�(TXLSPHQW�0DQDJHPHQW�→ 0DVWHU�'DWD�→ &DWDORJV�→ 1XPEHU�LQ�&DWDORJ�→ &UHDWH.

2. The &UHDWH�1XPEHU�LQ�&DWDORJ��,QLWLDO�6FUHHQ appears.

3. Enter a catalog code in the &DWDORJ field.

4. Enter the number you want to create in accordance with the template.

5. Choose (QWHU.

6. Enter a catalog text (the text that you want to appear when the catalog structure is displayed) or a BOM text (text that you want to appear when the BOM is displayed).

You have to set the 1R�LQWHUSRODWLRQ indicator if either more than one technical size is required to classify the equipment correctly or when you are defining special equipment or equipment items. For more information, see Interpolation [Seite 30].

If you create a catalog structure and non-valuated equipment you can enter a catalog text but not a BOM text. The indicator 1R�LQWHUSRODWLRQ and the function 9DOXDWLRQ do not appear (depending on the Customizing settings under &(0�→ 0DVWHU�'DWD�→ &DWDORJV�→ 'HILQH�&DWDORJ�&RGH → 2QO\�FWOJ�YDOXH and &WOJ�PDLQW��EON).

7. Choose 9DOXH�DVVLJQPHQW.

You can now make the entries you require on the &UHDWH�&DWDORJ�(QWULHV��&KDUDFWHULVWLF�9DOXH�$VVLJQPHQW screen.

The values you enter here form the basis for pricing in CEM Settlement [Seite 121].

8. Choose %DFN and save your entry.

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1. On the initial screen choose /RJLVWLFV�→ &RQVWUXFWLRQ�(TXLSPHQW�0DQDJHPHQW�→ 0DVWHU�'DWD�→ &DWDORJV�→ 1XPEHU�LQ�&DWDORJ�→ &KDQJH.

2. The &KDQJH�1XPEHU�LQ�&DWDORJ��,QLWLDO�6FUHHQ appears.

3. Enter the catalog code and the catalog number that you want to change.


5. Make your changes.

6. Choose 9DOXH�DVVLJQPHQW.

A dialog box appears. Choose <HV if you want to change the existing catalog values.

If you want to change a catalog structure or non-valuated equipment you can change the catalog text but not the BOM text. The indicator 1R�LQWHUSRODWLRQ and the function 9DOXDWLRQ do not appear (depending on the Customizing settings under &(0�→ 0DVWHU�'DWD�→ &DWDORJV�→ 'HILQH�&DWDORJ�&RGH → 2QO\�FWOJ�YDOXH and &WOJ�PDLQW��EON).

7. You can change the mode using 'LVSOD\ <-> &KDQJH.

8. Choose %DFN to exit the change screen and save your entry.

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1. On the initial screen choose /RJLVWLFV�→ &RQVWUXFWLRQ�(TXLSPHQW�0DQDJHPHQW�→ 0DVWHU�'DWD�→ &DWDORJV�→ 1XPEHU�LQ�&DWDORJ�→ 'LVSOD\.

2. The 'LVSOD\�1XPEHU�LQ�&DWDORJ��,QLWLDO�6FUHHQ appears.

3. Enter the catalog code and the catalog number that you want to display.

4. Double-click on the entry that you want to display and choose &RQWLQXH.



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You use a material assignment if you want value assignment for materials to take place using CEM Catalogs [Seite 10].

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• The CEM catalog must exist in Customizing for CEM.

• The materials must have been created.

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1. Choose /RJLVWLFV�→ &RQVWUXFWLRQ�(TXLSPHQW�0DQDJHPHQW�→ 0DVWHU�'DWD�→ &DWDORJV� → 0DWHULDO�$VVLJQPHQW��→�&UHDWH.

The &UHDWH�0DWHULDO�$VVLJQPHQW��,QLWLDO�6FUHHQ appears.

2. Enter a material.

Choose 2YHUYLHZ if you want to display a list of materials with or without a catalog assignment. You can branch to the material master record by double-clicking on the appropriate material.

3. Enter the material number and the appropriate catalog.

You can only enter materials with a material type that has been defined as allowed and entered in Customizing for CEM.

4. Choose (QWHU.

5. Enter the number in the catalog that you would like to assign the material to.

6. Save your entry.

A message confirming that the assignment has been created successfully appears at the bottom of the screen.



&KDQJLQJ��'LVSOD\LQJ�DQG�'HOHWLQJ�D�0DWHULDO�$VVLJQPHQW�

3URFHGXUH�

&KDQJLQJ�D�0DWHULDO�$VVLJQPHQW�

1. Choose /RJLVWLFV�→�&RQVWUXFWLRQ�(TXLSPHQW�0DQDJHPHQW�→�0DVWHU�'DWD��→�&DWDORJV��→�

0DWHULDO�$VVLJQPHQW��→�&KDQJH.

The &KDQJH�0DWHULDO�$VVLJQPHQW��,QLWLDO�6FUHHQ appears.

2. Enter the material that you want to change the assignment for and choose Enter.


'LVSOD\LQJ�D�0DWHULDO�$VVLJQPHQW�

1. Choose /RJLVWLFV�→�&RQVWUXFWLRQ�(TXLSPHQW�0DQDJHPHQW�→�0DVWHU�'DWD�� → �&DWDORJV�� → �0DWHULDO�$VVLJQPHQW�� → �'LVSOD\.

The 'LVSOD\�0DWHULDO�$VVLJQPHQW��,QLWLDO�6FUHHQ appears.

2. Enter a material and choose (QWHU.

'HOHWLQJ�D�0DWHULDO�$VVLJQPHQW�

1. Choose /RJLVWLFV�→�&RQVWUXFWLRQ�(TXLSPHQW�0DQDJHPHQW�→�0DVWHU�'DWD��→�&DWDORJV��→�

0DWHULDO�$VVLJQPHQW��→�'HOHWH.

The 'HOHWH�0DWHULDO�$VVLJQPHQW��,QLWLDO�6FUHHQ appears.

2. Enter the material that you want to delete the assignment for.

3. Choose (QWHU.

4. Choose 'HOHWH and then <HV in the confirmation prompt.

A message confirming that the assignment has been deleted appears at the bottom of the screen.



&(0�%LOO�RI�0DWHULDO��%20��

'HILQLWLRQ�

A CEM bill of material (BOM) is a list of parts (for example, machines, equipment, interchangeable items and attachments) that, together with a description and quantity, forms the CEM Equipment [Seite 32]. The parts are referred to as items. Each item has a value. The cumulated values of the items form the equipment valuation (value assignment for the equipment).

8VH�

Any number of CEM BOMs can be assigned to a piece of CEM equipment. However, there can only ever be one active CEM BOM per CEM Catalog [Seite 10]. The value assignment for the active BOM is the total of all the individual BOM items and forms the basis for CEM Settlement [Seite 121]. CEM BOMs are time-dependent. In other words, you can trace which BOM was active with which value when the settlement run took place.

6WUXFWXUH�

EquipmentBagger # 4711 Katalog BGL91

EquipmentBagger # 4711 Katalog BGL91

Übersicht

Stückliste 1Status aktiv

Stückliste 2Status inaktiv

Stückliste 3Status inaktiv

Kat.-Nr. Bezeichnung

3110-0050 Raupenseilbagger3110-0050-A1 Fahrwerk


3110-0075 Raupenseilbagger3110-0075-F1 Winde


3110-0100 Raupenseilbagger3110-0100-A1 Fahrwerk3110-0100-I1 Zusatzballast3110-0100-P1 Kabinenschutz- belüftung

Positions-MerkmalsbewertungAbschreibung 8JahreMittlerer Neuwert DM 242.000,-Reparatur DM 3.870,-Abschr.+Verzinsung u. DM 5.080,-

Aktive Equi-Bewertung DM 229.900,-

Aktuelle Equi-Bewertung DM 393.300,-

Aktuelle Equi-Bewertung DM 498.250,-Positions-MerkmalsbewertungAbschreibung 8JahreMittlerer Neuwert DM - 12.100,-Reparatur DM - 194,-Abschr.+Verzinsung u. DM - 254,-



&UHDWLQJ�D�%20�

3UHUHTXLVLWHV�

You must know the following before you can create a CEM BOM:

• for which equipment master record you want to create the BOM and whether this equipment master record already exists.

• for which CEM Catalog [Seite 10] you want to create the BOM.

• as of when you want the BOM to be valid.

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1. Choose /RJLVWLFV�→ &RQVWUXFWLRQ�(TXLSPHQW�0DQDJHPHQW�→ 0DVWHU�'DWD�→ &DWDORJV�→ %LOO�RI�0DWHULDO�→ &UHDWH.

2. The &UHDWH�&(0�%20��,QLWLDO�6FUHHQ appears.

3. Enter an equipment number and the appropriate catalog and choose the number in the catalog from the catalog structure.

4. You can display the catalog entry by double clicking on it.

5. Select the entry and choose &KRRVH�HQWU\ to copy the catalog entry to the entry screen.

6. Enter the date as of which you want the BOM to be valid in the 9DOLG�IURP field. The date cannot be before the date in the (TXL6JPQWV�IURP�field.

The catalog number that you have chosen is automatically copied as the first item in the BOM.

7. Enter all the additional items that you want the equipment to consist of.

8. If a catalog number does not exist, a dialog box will appear and you will have to decide whether you would like to add this number to the catalog or whether you want to interpolate [Seite 30]. How the system reacts depends on the Customizing settings for the indicators 2QO\�FWOJ�YDOXH and &WOJ�PDLQW��EON in &(0�→ 0DVWHU�'DWD�→ &DWDORJV�→ 'HILQH�&DWDORJ�&RGH.

Choose 1R (,QWHUSRODWLRQ) if you want this number to be interpolated for this BOM only. If interpolation is not possible you must perform manual classification.

Choose <HV if you want to add this number to the catalog. You branch to transaction J3GK01 (Create Number in Catalog).

9. Enter a structure text and a BOM text and select 1R�LQWHUSRODWLRQ if the equipment has more than one technical size or when you are dealing with a special piece of equipment.

10. Choose 9DOXH�DVVLJQPHQW to branch to a view for entering characteristic value assignments.

11. Enter the appropriate values.

12. Choose %DFN and save your entries.


The system writes a default value into the fields for the quantity and the description/short text. If necessary, you can change these values.

14. Choose 6DYH�DQG�DFWLYDWH.

If an active BOM already exists, a dialog box appears. If you wish, you can then deactivate the active BOM. If you save (without activating), this dialog box does not appear.

You cannot activate BOMs with items or a 9DOLG�IURP date in the future.



&KDQJLQJ�DQG�'LVSOD\LQJ�D�%20�

3UHUHTXLVLWHV�

• You can only change BOM items for which the 9DOLG�WR date lies in the future.

• You can change quantities and short descriptions, and you can add and delete items.

• You can change the value assignment of existing items.

3URFHGXUH�

&KDQJLQJ�D�%20�

1. On the initial screen choose /RJLVWLFV�→ &RQVWUXFWLRQ�(TXLSPHQW�0DQDJHPHQW�→ 0DVWHU�'DWD�→ &DWDORJV�→ %LOO�RI�0DWHULDO → &KDQJH.

2. The &KDQJH�&(0�%20��,QLWLDO�6FUHHQ appears.

3. Enter at least the (TXLSPHQW number and the appropriate CEM FDWDORJ and choose 2YHUYLHZ.

A screen displaying an overview of all CEM BOMs that exist for this equipment appears.


5. You can choose an entry by double-clicking on it.


7. If you want to add an item, place the cursor in the next available item line. If you want to delete an item, select it and choose 'HOHWH.

In a CEM BOM an item can already be completed (depending on the settings completed items have a different color). This means that you can display this item but you can no longer make any changes to it.

8. Choose either 6DYH or 6DYH�DQG�$FWLYDWH.

'LVSOD\LQJ�D�%20�

1. On the initial screen choose /RJLVWLFV�→ &RQVWUXFWLRQ�(TXLSPHQW�0DQDJHPHQW�→ 0DVWHU�'DWD�→ &DWDORJV�→ %LOO�RI�0DWHULDO → &KDQJH.

2. The 'LVSOD\�&(0�%20��,QLWLDO�6FUHHQ appears.

3. Enter an equipment number and the appropriate catalog code and choose $FWLYH�%20 to display the BOM that is currently active.

If you just enter an equipment number (and do not enter a catalog code) and choose $FWLYH�%20, a dialog box appears, provided that more than one CEM catalog exists. Choose the appropriate CEM catalog by double-clicking on it.

4. If you want to display the value assignment for a specific item, select this item and choose 9DOXH DVVLJQPHQW�IRU�LWHP�

5. If you want to display the value assignment for the active equipment BOM, choose 9DOXH�DVVLJQPHQW�±�DFWLYH�%20�IRU�HTXLSPHQW.

6. If you want to display the value assignment for the BOM item that is currently displayed, choose 9DOXH�DVVLJQPHQW��%20�IRU�HTXL��FXUUHQWO\�GLVSOD\HG.

The values assigned to the DFWLYH�BOM for the equipment may be the same as the values assigned to the equipment BOM that is FXUUHQWO\�GLVSOD\HG. This is the case when the BOM that is currently being displayed is the active BOM.



If you choose a BOM using the 2YHUYLHZ function, you can enter a date in the ,WHPV�IURP field to display the items that are contained in the BOM on this key date.

On the initial screen if you choose Active BOM you branch to the BOM display (Displaying a BOM [Seite 29]). The selection fields (TXLSPHQW, &DWDORJ, 1XPEHU�LQ�FDWDORJ, 1XPEHU, .H\�GDWH cannot be input.



'LVSOD\LQJ�WKH�%20��IURP�5HOHDVH��&��,QFOXVLYH��

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If you want to display a BOM proceed as follows:

1. On the initial screen choose /RJLVWLFV�→ &RQVWUXFWLRQ�(TXLSPHQW�0DQDJHPHQW�→ 0DVWHU�'DWD�→ &DWDORJV�→ %LOO�RI�0DWHULDO�→ 'LVSOD\��1HZ��or enter transaction �1�6$3&(0�6+2:B%20.

2. The %LOO�RI�0DWHULDO�'LVSOD\ screen appears.

3. On the initial screen enter an equipment number, CEM catalog and the number in the catalog and choose (QWHU.

4. At the top you see the actual BOM data and the associated item, bottom left you see the total evaluation of the BOM and bottom right the evaluation of the selected item.

5. You have a variety of standard display and sort functions and you can change the BOM within the transaction.

You branch to this transaction if you choose the &(0�%20 function in the equipment master record.



,QWHUSRODWLRQ�

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Interpolation offers you the possibility of referencing to an equipment number in a CEM BOM [Seite 24] or in a CEM Catalog [Seite 10] when this number does QRW actually exist, as such, in the CEM catalog. The interpolated catalog values are derived from the catalog items situated above and below the equipment number you wish to interpolate and are used to calculate values for the new items.

You have two options as far as interpolation is concerned. One the one hand, you can interpolate when you enter the CEM BOM. This interpolation is then only valid for this one BOM. On the other hand, you can interpolate an entry directly in the CEM catalog. This makes a permanent change to the CEM catalog. You can also use interpolation to change existing catalog values.

You can only interpolate if the catalog item that is to be interpolated lies between two existing adjacent equipment sizes (technical statistics). The average value when new, monthly repair costs and monthly depreciation and interest rate can then be determined with sufficient exactness.

3UHUHTXLVLWHV�

The number logic for the numbers in the catalog has to be subject to encoding.

([DPSOH�RI�,QWHUSRODWLRQ�

([LVWLQJ�FDWDORJ�QXPEHU��

&DWDORJ�QXPEHU� &KDUDFWHULVWLF�

3110-0050 Average value when new: 242 000 DM

Monthly depreciation and interest, lower value 5 080 DM

Monthly repair costs 3 870 DM

,QWHUSRODWHG�FDWDORJ�QXPEHU��


3110-0060 Average value when new: 297.200 DM

Monthly depreciation and interest, lower value 6 240 DM

Monthly repair costs 4 760 DM

([LVWLQJ�FDWDORJ�QXPEHU��



Monthly depreciation and interest, lower value 7.220 DM

Monthly repair costs 5.320 DM

([DPSOH�:LWK�7ZR�,QWHUSRODWLRQV�

([LVWLQJ�FDWDORJ�QXPEHUV�






)LUVW�LQWHUSRODWLRQ�IRU�FDWDORJ�QXPEHU��

Calculation formula: difference of 100 000 DM x 4/�� + 100 000 DM = average value when new of 106 670 DM)





6HFRQG�LQWHUSRODWLRQ�IRU�FDWDORJ�QXPEHU��

Calculation formula: difference of 93 330 DM x 26/�� + 106 670 DM = average value when new of 150 000 DM)







&(0�(TXLSPHQW�

'HILQLWLRQ�

CEM equipment encompasses objects such as vehicles, equipment, machinery, scaffolding, shuttering and tools that have to be sent and managed. These objects can belong to all branches of industry.

Engineering, construction, aircraft and road traffic objects and so on.

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Equipment can be classified as Performance-Based Equipment or Time-Based Equipment [Seite 84] .

Generally speaking, pieces of equipment that are expensive and managed in asset accounting are defined and managed as equipment items. Bulk products and less expensive equipment are defined and managed as multipart equipment. Once defined, you should not try to alter the above-mentioned definitions for equipment since any changes that you make may have a negative effect on CEM-Settlement [Seite 121] (multipart equipment Å equipment item).

Create an equipment master record if:

• you want to add equipment to stock for the first time.

• you want to manage CEM-specific data for the equipment.

You can perform the following activities for equipment:

• send it directly from a warehouse/storage location to a usage site (construction site). This is referred to as an acquisition.

• send it from usage site to usage site.

• change the activity type of the equipment (equipment remains on the same usage site).

• withdraw the equipment from usage (retirement). You may want to do this, for example, if the equipment is sold, if the rental agreement has expired or if the equipment is scrapped.

The commissioning time of equipment at one usage site is documented using Shipping and Performance-Based Equipment Documents [Seite 83].

6WUXFWXUH�

The equipment master record contains several types of data:

• General data

Fixed, time-independent data that tends not to change with time, for example, equipment category or equipment type.

• CEM-Specific Data

Time-dependent data that can change throughout the period of time that the equipment is in use, for example, owner or administrator, the PM order (that acts as cost collector or account assignment object for the equipment).

If you want the historical data to be updated, you have to make the appropriate Customizing settings under 3ODQW�0DLQWHQDQFH�DQG�&XVWRPHU�6HUYLFH→�0DVWHU�'DWD�LQ�3ODQW�0DLQWHQDQFH�

DQG�&XVWRPHU�6HUYLFH�→�7HFKQLFDO�2EMHFWV�→�(TXLSPHQW�→�(TXLSPHQW�8VDJH�3HULRG�

→ 8VDJH�+LVWRU\�8SGDWH and 'HILQH�+LVWRU\�5HODWHG�)LHOGV or under 3ODQW�0DLQWHQDQFH�→�

(TXLSPHQW�DQG�7HFKQLFDO�2EMHFWV�→ 7HFKQLFDO�2EMHFWV�→�(TXLSPHQW�→ (TXLSPHQW�8VDJH�3HULRG�→ 8VDJH�KLVWRU\�XSGDWH�DQG�'HILQH�KLVWRU\�UHOHYDQW�ILHOGV.

• Assignment of CEM BOMs [Seite 25].



• Assignment of Insurance Data [Seite 43].

• Assignment of Packages [Seite 44].

• Assignment to Planning [Seite 66] using classification.

• Storage of master operators (partner roles).

,QWHJUDWLRQ�

If you want to be able to create equipment, the Owner/Administrator [Seite 57] and the Owner/Administrator Relationship [Seite 58] must have been defined in Customizing. If the owner and the administrator are the same, you do not need to define a relationship.

You can use workflows to minimize the amount of time and effort you have to spend on maintaining equipment master data. For further information, please see the IMG for CEM under /RJLVWLFV��*HQHUDO�→ &(0�→ &(0�0DVWHU�'DWD�→ :RUNIORZ�,QWHJUDWLRQ�),�$$�&(0.

For further information on equipment in the standard R/3 System, please see Equipment [Extern].



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Before you can create equipment, you must know the following:

• whether you are dealing with an equipment item or multipart equipment.

• whether you are dealing with Performance-Based or Time-Based Equipment [Seite 84].

• for which document categories the equipment is allowed.

• whether the equipment has been bought or whether it is being rented.

• whether the equipment is to be managed centrally or decentrally (CEM Planning [Seite 66]).

• whether loading and unloading costs or provision fees are to be charged for the equipment.

3URFHGXUH�

1. On the initial screen choose /RJLVWLFV�→ &RQVWUXFWLRQ�(TXLSPHQW�0DQDJHPHQW�→ 0DVWHU�'DWD�→ (TXLSPHQW�→ &UHDWH.

2. The &UHDWH�(TXLSPHQW��,QLWLDO�6FUHHQ appears.

3. If external number assignment has been set in Customizing, enter an equipment number here. If internal number assignment has been set in Customizing, a dummy is used as default in the views that follow. An internal number then replaces this dummy when you save the master record.

4. Enter the date on which you are creating the equipment in the 9DOLG�RQ field. If you want to enter shipping documents and performance-based equipment (PBE) documents for the equipment in retrospect, you must back-date the equipment number accordingly, otherwise you will not be able to enter any documents (see: Document Entry [Seite 83]).

You can enter a user-specific validity date on the tabstrip 3DUDPHWHUV under 7RROV�→ $GPLQLVWUDWLRQ�→ 8VHU�0DLQWHQDQFH�→ 8VHUV. Enter the parameter ID from the F1 help of the appropriate data field in the 3DUD�column and the value that you want to appear as default in the form YYYYMMDD in the 9DOX column.

5. Enter an equipment category. The equipment category controls which views and entry screens appear in the equipment master record. In Customizing for CEM, check which equipment category is specific to CEM.

6. If you want to use another equipment as a template to copy from when you create the new equipment, enter the equipment number of the equipment you want to copy from in the (TXLSPHQW field in the area of the screen entitled 5HIHUHQFH.

7. Choose (QWHU.

A dialog box appears from which you can choose which data you want to be copied from the template equipment to the new equipment. Choose�(QWHU.

The &UHDWH�(TXLSPHQW��*HQHUDO�'DWD�screen appears.

8. Make the necessary entries on this screen.

You do not have to enter an HTXLSPHQW�W\SH or REMHFW�W\SH but we recommend that you do so since the equipment type has a central control function and exerts an influence on pricing.

9. Choose the &(0�GDWD view. You must enter an owner/administrator [Seite 59].



Open a second session and create a PM order with the order type for owner (PM order) or administrator (PM order) in the 3ODQW�0DLQWHQDQFH application component (Creation of an Order [Extern]). Enter this owner order/administrator order as the account assignment object (cost collector) in the 30�RUGHU�RZQHU or 30�RUGHU�DGPLQ� field on the &(0�GDWD tab page in the equipment master record.�

The /HDVLQJ�W\SH field is filled in accordance with the settings for the Owner/Administrator Relationship [Seite 58] in Customizing. However, you can change it, if necessary.

You can link to workflows (SAP Business Workflow) to minimize the amount of time you have to spend on maintenance tasks when you create master records. For more information, see Customizing for CEM under 0DVWHU�'DWD�→ :RUNIORZ�,QWHJUDWLRQ�),�$$�&(0.

10. Enter the control parameters as required.

11. On the screen area 3ODQQLQJ�GDWD in the field 3ODQQLQJ�*URXS you can define the assignment planning group <-> equipment from the equipment master record.

12. On the screen area 6HWWOHPHQW�7\SH only the indicators :LWK�6KLS'RF� and :LWK�3%(�'RF��have an effect in the new settlement logic.

If you set the indicator :LWK�6KLS'RF� you can determine that equipment is only settled by commissioning or on the basis of shipping documents. If you set the indicator :LWK�3%(�'RF� you can determine that equipment is only settled by activity or on the basis of performance-based equipment (PBE) documents. If you set both indicators you can settle equipment on the basis of its shipping documents and PBE documents. If you do not set either of the indicators the equipment is not settled.

13. Using the menu path ([WUDV�→ &(0 you can go to a list of shipping documents and PBE documents and a list of the total equipment costs.

14. If you double-click (or press F2) in the field &XUUHQW�ORFWQ you can go to the corresponding shipping document.

15. Create an actual or calculated measuring point for the equipment by choosing ([WUDV�→ 0HDVXULQJ�SRLQWV�FRXQWHUV. This measuring point is used in accordance with the settings in Customizing when you create performance-based equipment documents (see: Entering a PBE Document [Seite 108]). Ensure that the 7 (transfer measurement reading) and &RXQWHU indicators are flagged.

You can find further information under Entering Measurement and Counter Readings [Extern].

16. Choose %DFN.

17. Choose 3DUWQHUV if you want to enter the partner function and personnel number of the operator who is responsible for the equipment. A default value is entered for this partner in accordance with settings in the Requisition Note [Seite 67] (planning) but you can change this value if you wish.

18. Save the master record.

A message confirming that the equipment/equipment number has been created appears at the bottom of the screen.



&KDQJLQJ�DQG�'LVSOD\LQJ�(TXLSPHQW�

3URFHGXUH�

&KDQJLQJ�(TXLSPHQW

1. On the initial screen choose /RJLVWLFV�→ &RQVWUXFWLRQ�(TXLSPHQW�0DQDJHPHQW�→ 0DVWHU�'DWD�→ (TXLSPHQW → &KDQJH.

The &KDQJH�(TXLSPHQW��,QLWLDO�6FUHHQ appears.

2. Enter the (TXLSPHQW�QXPEHU and choose (QWHU.

The &KDQJH�(TXLSPHQW��*HQHUDO�'DWD�screen appears.

3. Make all the necessary changes. If you want to make further changes, choose the appropriate tab page.

4. Choose (GLW�→ &KDQJH�FDWHJRU\�� if you want to change the equipment category. You can also change the maintenance plant by choosing (GLW� → &KDQJH�PDLQWHQDQFH�SODQW and the views that are displayed by choosing (GLW� → 9LHZ�VHOHFWLRQ��

A message informing you of differences in the two types may appear. Be aware of the effects that these changes have on other functions!

5. If you want to change the 9DOLG�IURP date for equipment in retrospect, start report �6$3&(0�&+$1*(B(48,B'$7(�by choosing 6\VWHP�→ 6HUYLFHV�→ 5HSRUWLQJ.

Be aware of the effects that these changes have on other functions!

6. You can display any Packages [Seite 44] that have been created for the equipment under ([WUDV�→ &(0�→ (TXLSPHQW�3DFNDJH. Likewise, you can choose ([WUDV� → &(0� → 8VHG�LQ�SDFNDJH to display the packages in which this equipment has been included.

7. Save your changes.

A message confirming that the equipment/equipment number has been changed appears at the bottom of the screen.

'LVSOD\LQJ�(TXLSPHQW�

1. On the initial screen choose /RJLVWLFV�→ &RQVWUXFWLRQ�(TXLSPHQW�0DQDJHPHQW�→ 0DVWHU�'DWD�→ (TXLSPHQW → 'LVSOD\.

The 'LVSOD\�(TXLSPHQW��,QLWLDO�6FUHHQ appears.

2. Enter an equipment number and choose (QWHU.

The 'LVSOD\�(TXLSPHQW��*HQHUDO�'DWD�screen appears.

You can display further information for the equipment using the menu bar and the function keys.

If necessary, you can branch to the change mode from the display mode. To do this, on the 'LVSOD\�(TXLSPHQW��,QLWLDO�6FUHHQ screen choose (TXLSPHQW�→ 'LVSOD\��→�&KDQJH.

3. The &XUUHQW�ORFWQ field displays the current usage site for equipment items. This field remains empty for multipart equipment since there may be several usage sites.

You can display all the usage sites in list form by choosing /RJLVWLFV�→�&RQVWUXFWLRQ�

(TXLSPHQW�0DQDJHPHQW�→ 7UDQVDFWLRQ�'DWD�→ (QYLURQPHQW��→�&XUUHQW�6WRFN�→ (TXLSPHQW�6WRFN�or�+LVWRULFDO�6WRFN�→ (TXLSPHQW�6WRFN.



The 6WRFN�/LVW�³&XUUHQW�6WRFN´ displays which equipment and materials, for example, in which quantity and with which unit of measure and activity type are on which usage site. It does not, however, tell you since when the equipment has been on the usage site or with which shipping document the equipment was sent. You can display information of this nature using the 6WRFN�/LVW�³+LVWRULFDO�6WRFN´.



)ODJJLQJ�(TXLSPHQW�IRU�'HOHWLRQ�

3UHUHTXLVLWHV�

You should be aware of all the effects and repercussions of deleting equipment before you flag equipment for deletion. For further information, please see: Deletion Flag for Master Records [Extern].

3URFHGXUH�

6HWWLQJ�WKH�'HOHWLRQ�)ODJ�

1. Access the equipment master record in change mode.

2. Choose (TXLSPHQW�→�)XQFWLRQV�→�'HOHWLRQ�IODJ�→�6HW.

The system sets the 'HOHWLRQ�IODJ status for this equipment master record.


&DQFHOOLQJ�WKH�'HOHWLRQ�)ODJ�


2. Choose (TXLSPHQW�→�)XQFWLRQV�→�'HOHWLRQ�IODJ�→�5HVHW.

The system cancels the 'HOHWLRQ�IODJ status for this equipment master record.


You can find further information about archiving equipment data under CA - Archiving and Deleting Application Data [Extern].



(TXLSPHQW�$FWLYDWLRQ�DQG�'HDFWLYDWLRQ�

8VH�

You use this function if equipment has been sold or scrapped, but you nevertheless wish to retain the master data in the system (for example, for statistical reasons).

)HDWXUHV�

You can activate or deactivate equipment at any time you like.

Generally speaking, if you inactivate a master record you can still maintain the master data but you can no longer enter any new transaction data for the equipment.

You can no longer enter any new shipping documents or performance-based equipment documents.

However, you can still create a CEM BOM for this equipment (see: Creating a CEM BOM [Seite 25]) and activate it. SD orders can still be created for the Shipping and Performance-Based Equipment Documents [Seite 83] and then also be included in the settlement run.



$FWLYDWLQJ�DQG�'HDFWLYDWLQJ�(TXLSPHQW�

3UHUHTXLVLWHV�

Before you deactivate equipment, you should be aware of the effects and repercussions of your actions.

3URFHGXUH�

'HDFWLYDWLQJ�(TXLSPHQW�

Perform the following three steps if you wish to deactivate equipment:


2. Choose (TXLSPHQW�→�)XQFWLRQV�→�$FWLYH��!�,QDFWLYH�→�'HDFWLYDWH.

The system sets the 2EMHFW�LQDFWLYH status.


$FWLYDWLQJ�(TXLSPHQW�

Perform the following three steps if you wish to activate equipment:


2. Choose (TXLSPHQW�→�)XQFWLRQV�→�$FWLYH��!�,QDFWLYH�→�$FWLYDWH.

The system cancels the 2EMHFW�LQDFWLYH status.




$VVLJQLQJ�(TXLSPHQW�WR�DQ�$VVHW�

3UHUHTXLVLWHV�

The asset must have been created in a company code under $FFRXQWLQJ�→ )LQDQFLDO�$FFRXQWLQJ�→ )L[HG�$VVHWV�→ $VVHW�→ &UHDWH�before you can reference to it in the equipment master record.

3URFHGXUH�


To do this, choose /RJLVWLFV�→ &RQVWUXFWLRQ�(TXLSPHQW�0DQDJHPHQW�→ 0DVWHU�'DWD�→ (TXLSPHQW�→ &KDQJH from the R/3 initial screen.

2. Enter the equipment number and choose /RFDWLRQ�GDWD.

3. On the /RFDWLRQ tab page under $FFRXQW�DVVLJQPHQW, enter the appropriate asset number (main or sub-number) and the company code.

You can link to workflows (SAP Business Workflow) to minimize the amount of time you have to spend on maintenance tasks when you create master records. For further information, please see: Customizing for CEM under &(0��0DVWHU�'DWD�→ :RUNIORZ�,QWHJUDWLRQ�),�$$�&(0.


A message confirming that the equipment/equipment number has been changed appears at the bottom of the screen.



,QVXUDQFH�'DWD�

8VH�

You can store any amount of insurance data for equipment, for example, vehicle tax, vehicle insurance, insurance against fire.

,QWHJUDWLRQ�

You can maintain a link to standard FI (financial accounting) using recurring entry documents.

3UHUHTXLVLWHV�

The equipment must exist as a master record.



&UHDWLQJ��&KDQJLQJ�DQG�'LVSOD\LQJ�,QVXUDQFH�'DWD�

3UHUHTXLVLWHV�

The equipment must exist in a master record.

3URFHGXUH�

&UHDWLQJ�,QVXUDQFH�'DWD�

1. On the initial screen choose /RJLVWLFV�→�&RQVWUXFWLRQ�(TXLSPHQW�0DQDJHPHQW�→�0DVWHU�'DWD�→ (TXLSPHQW�→ ,QVXUDQFH�'DWD�→ &UHDWH.

The &UHDWH�7D[�,QVXUDQFH�'DWD��,QLWLDO�6FUHHQ appears.

2. On the initial screen enter an equipment number, insurance type and registration date and choose (QWHU.

3. Enter the required data on the detail screen.

4. Choose 5HFXUULQJ�GRFXPHQW. You can then enter the appropriate recurring document for the transaction here. If you wish to display recurring documents in the financial accounting module (FI), choose /RJLVWLFV�→ )LQDQFLDO�$FFRXQWLQJ�→ *HQHUDO�/HGJHU�→ 'RFXPHQW�→ 5HIHUHQFH�GRFXPHQWV�→ 5HFXUULQJ�GRFXPHQW�→ 'LVSOD\.


A message appears at the bottom of the screen confirming that the data for equipment/equipment number has been saved.

&KDQJLQJ�,QVXUDQFH�'DWD�

1. On the initial screen choose /RJLVWLFV�→�&RQVWUXFWLRQ�(TXLSPHQW�0DQDJHPHQW�→�0DVWHU�'DWD�→ (TXLSPHQW�→ ,QVXUDQFH�'DWD�→ &KDQJH.

The &KDQJH�7D[�,QVXUDQFH�'DWD��,QLWLDO�6FUHHQ appears.

2. Enter an equipment number, insurance type and registration date and choose (QWHU.


4. Save your entry.

'LVSOD\LQJ�,QVXUDQFH�'DWD�

1. On the initial screen choose /RJLVWLFV�→�&RQVWUXFWLRQ�(TXLSPHQW�0DQDJHPHQW�→�0DVWHU�'DWD�→ (TXLSPHQW�→ ,QVXUDQFH�'DWD�→ 'LVSOD\.

The 'LVSOD\�7D[�,QVXUDQFH�'DWD��,QLWLDO�6FUHHQ appears.

2. Enter an equipment number and insurance type on the 'LVSOD\�7D[�,QVXUDQFH�'DWD��,QLWLDO�6FUHHQ and find the appropriate registration date using F4 help (matchcode).



3DFNDJH�

'HILQLWLRQ�

A Shipping Package [Seite 46] is a list of Equipment [Seite 32] and/or materials.

A Settlement Package [Seite 51] is a list of equipment that is always sent and settled in its entirety. Amongst other things, it serves to allocate costs to different equipment (objects).

6WUXFWXUH�

6KLSSLQJ�GRFXPHQW�� ! �� ! "��

# $ % &(' ) * + , - . ,0/ % $ $ 1 ,02�% 3 4 5 + 6 $ + . -7 897 8 8 8 8 8 7 ' : 4 ; < ; $ . 5= 897 8 8 8 8 8 = >�. 1 1 % 5? 897 8 8 8 7 @ =BAC/ % $ $ 1 % &�% - $�6 ; 4 D ; E % F G . :

# $ % &H' ) * + , - . , 2�% 3 4 5 + 6 $ + . -7 897 8 8 8 8 8 7 ' : 4 ; < ; $ . 5= 897 8 8 8 8 8 = >�. 1 1 % 5

I��J��K� �� L� I��J��K� M� N�O� �� PQ��O�NR�� O�!��! �� S �� O� � �� O�O�� KTO��JU�K�

�� RV �� W �� R �X��Y��

Z\[�]_â`�]cbTâdfeMâgf] ihRjQ�� O�O�� KkO��J�K� "RhRjS �� V ��_ ��SO��J��K�

jQ�� O�O�� KTO��J��K� ��i��O�V � �S� �� Y�� V�� R�R�i�� a��O�� _� �� O�O�� Ka��

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sut�v�w xQyTz�{�|U}�~��S~��sut�v�w ��| ��x�zQ}��Sw ��| w | w �uv��Q}�{S�

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Z0[�]_â`�]�baâdfeM^Tg�]

I��J� �� L�"I��J� �� N�Oc"�S �� K��_�i�� K��O��J� �

I��V � �� J� ��

# $ % &�' ) * + , - . ,p2U% 3 4 5 + 6 $ + . -\��$ ��. �� % 5 4 ,�' ) * + < , - . ,7 8�7 8 8 8 7 8 7l/ 4 � ; * � % 1 -(7 89/ $ @= 8�7 8 8 8 7 8 =\/ 4 � 5 ; * G % -�7 8 8�/ $ =

Mh�j�� O�O�� KTO��J��K� "ih�j� � � V ��a ��SO��J��K�

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j� � � V ��a ��SO��J�K� ��_��O�� _�� O�O�� K_�� O��J�K� R��T��O�V � �� Y�� V�� R�

6WUXFWXUH�RI�D�6KLSSLQJ�3DFNDJH�

Equipment = shipping package (KHDGHU�can be either “physical”/”real” equipment or “fictitious” equipment). Shipping package items can only be physical equipment and materials.

6WUXFWXUH�RI�D�6HWWOHPHQW�3DFNDJH�

Equipment = settlement package (KHDGHU�can only be “physical”/”real” equipment).

Settlement package items can only be physical equipment. They are irrelevant in the shipping document but take effect in CEM Settlement [Seite 121].

A box (equipment number 1000152) is sent to a construction site with a shipping document. The box contains, for example, 10 lengths of cable, 100 screws and so on (a pre-determined number of each object). Inventory management uses the settlement package header (1000152).

3UHUHTXLVLWHV�

• All the equipment and materials that you want to use must have been created as master records.

• You must have set the equipment item/multipart equipment indicator.

• A shipping package can be a settlement package and vice versa.

• A shipping package item cannot be a settlement package.



• A settlement package item cannot be a shipping package.

• You cannot enter any other shipping package as an item in the shipping package items.

• You cannot enter any other settlement package as an item in the settlement package items.

• Equipment that you want to enter on item level in a shipping or settlement package must be physical equipment.

,QWHJUDWLRQ�

Packages are assigned to equipment. Equipment can either be in the form of a shipping package or a settlement package. The assignment of the CEM BOM to the appropriate equipment is not affected. In other words, if you want to settle costs using an equipment catalog, a BOM has to have been assigned to each piece of equipment to be included in settlement.



6KLSSLQJ�3DFNDJH�

8VH�

A shipping package is an aid to entering documents (please see: Document Entry [Seite 89]).

A minibus is driven to a construction site with a box containing several small equipment items (a shovel, two buckets, five floor cloths etc.). The box and its contents are entered in the system and sent together as one shipping package.

,QWHJUDWLRQ�

You can integrate a Settlement Package [Seite 51] into a shipping package. However, you cannot integrate a shipping package into another shipping package. Both physical equipment and materials are allowed.

3UHUHTXLVLWHV�

• If you are dealing with materials, the material type must have been defined as allowed in Customizing.

• Equipment must have been defined as allowed for shipping documents. You make this setting in the field for allowed document categories in the equipment master record.

• The shipping package number can represent physical equipment or fictitious equipment.

• Shipping package items can only be physical equipment.

• You cannot enter the shipping package number (equipment) itself as an item (in contrast to the settlement package).

If the Copy shipping document indicator is set accordingly, you may be required to choose the equipment to be included in the shipping document from a list when you try to enter equipment in the shipping document. If you so wish, you can also set the &RS\�VKLS��GRF� indicator so that this selection list does not appear.

)HDWXUHV�

When you enter shipping documents, the shipping package is split up into its individual items and the quantity of each item in the shipping package is multiplied by the number of shipping documents. In this way, inventory management is also performed. If the shipping package number represents physical/real equipment, the shipping package number is copied to the shipping document. If the shipping package number represents fictitious equipment, the shipping package number is not copied to the shipping document.

([DPSOH��

(TXLSPHQW�QXPEHU ��. This is a hydraulic excavator, an equipment item and the )LFWLWLRXV�indicator has not been set in the CEM data section of the equipment master record.

6KLSSLQJ�SDFNDJH��FRQWDLQV��

,WHP� (TXLSPHQW� (TXLSPHQW�GHVFULSWLRQ� 4W\� 80�

00010 10001491 Shovel with a capacity of 0.20 m³

1 Itm

00020 10001480 Purpose-made bucket 2 Itm

00030 10001101 Ditching grab 1 Itm

(QWU\�LQ�VKLSSLQJ�GRFXPHQW��



,WHP� (TXLSPHQW� 4W\� 80� $7� (TXLSPHQW�GHVFULSWLRQ�

1XPEHU�LQ�FDWDORJ�

00010 10001491 1 Itm E Shovel with a capacity of 0.20 m³

3153-1025

00020 10001480 2 Itm E Purpose-made bucket 3153-3025

00030 10001101 1 Itm E Ditching grab 3153-8025

00040 �� 1 Itm E Hydraulic excavator 3151-0025

([DPSOH��

(TXLSPHQW�QXPEHU ��. This is a shipping package hydraulic excavator, an equipment item and the )LFWLWLRXV�indicator has been set in the CEM data section of the equipment master record.




1 Itm



(QWU\�LQ�VKLSSLQJ�GRFXPHQW��

,WHP� (TXLSPHQW� 4W\� 80� $7� (TXLSPHQW�GHVFULSWLRQ�


00010 10001491 1 Itm E Shovel with a capacity of 0.20 m³

3153-1025

00020 10001480 2 Itm E Purpose-made bucket 3153-3025

00030 10001101 1 Itm E Ditching grab 3153-8025



&UHDWLQJ�D�6KLSSLQJ�3DFNDJH�

3UHUHTXLVLWHV�

Before you can create a shipping package, you must know the following:

• for which equipment master record you want to create the shipping package

• whether the equipment master record already exists and the view &(0�'DWD has been maintained

• whether a settlement package has already been created for the equipment

3URFHGXUH�

5. On the initial screen choose /RJLVWLFV�→ &RQVWUXFWLRQ�(TXLSPHQW�0DQDJHPHQW�→ 0DVWHU�'DWD�→ (TXLSPHQW�→ 3DFNDJH�→ &UHDWH.

6. The &UHDWH�3DFNDJH screen appears.

Enter the equipment number in the 3DFNDJH field.

7. In the 3DFNDJH�W\SH field choose the appropriate entry and choose (QWHU.

You can use a reference package as an entry aid; the reference package must also be of type 6KLSSLQJ�SDFNDJH.

8. Select the appropriate entry for the &RS\�VKLS��GRF� indicator to determine how and which items are copied to the shipping document.

9. Enter the equipment or material on the appropriate tab page. You can use F4 as search help. The equipment must have CEM-relevant data and cannot be fictitious equipment.


The system enters values automatically for the item, quantity and unit of measure. If necessary, you can change these values. The unit of measure from the equipment master record is used for equipment. The base unit of measure from the material basic data is used for materials.

11. After you have entered everything, you can check your entries by choosing the 2YHUYLHZ tabstrip. All the equipment or material (resources) that you have entered are displayed in the 5HVR column. The indicators in the 5HVF column tell you whether the corresponding number in the 5HVR column refers to equipment or material.


A message confirming that the package for equipment/equipment number has been created appears at the bottom of the screen.

(TXLSPHQW�QXPEHU ��. This is a hydraulic excavator, an equipment item and the )LFWLWLRXV�indicator has not been set in the CEM data section of the equipment master record.




1 Itm





&KDQJLQJ��'LVSOD\LQJ�DQG�'HOHWLQJ�D�6KLSSLQJ�3DFNDJH�

3URFHGXUH�

&KDQJLQJ�D�6KLSSLQJ�3DFNDJH�

1. On the initial screen choose /RJLVWLFV�→ &RQVWUXFWLRQ�(TXLSPHQW�0DQDJHPHQW�→ 0DVWHU�'DWD�→ (TXLSPHQW� → 3DFNDJH� → &KDQJH.

The &KDQJH�3DFNDJH screen appears.

2. Enter the package number and choose (QWHU.

3. You can add new items with quantity and unit of measure.

4. If you want to delete an item, select it and choose 'HOHWH�LWHP.

5. Select an item. You can use the :KHUH�XVHG�OLVW function or the menu path ([WUDV�Å :KHUH�XVHG�OLVW to find out which packages the equipment is in.


A message appears at the bottom of the screen confirming that the package for equipment/equipment number has been changed.

'LVSOD\LQJ�D�6KLSSLQJ�3DFNDJH�

1. Enter the package number in the 3DFNDJH field.


3. You can branch to the appropriate master record by double-clicking on the equipment or material.

You can find out in which packages the equipment is still contained by choosing /RJLVWLFV� → &RQVWUXFWLRQ�(TXLSPHQW�0DQDJHPHQW� → 0DVWHU�'DWD�→ (TXLSPHQW� → 3DFNDJH� → /LVWV� → 0DQDJH�(TXLSPHQW�LQ�3DFNDJHV�DQG�0DQDJH�0DWHULDO�LQ�3DFNDJHV from the SAP Easy Access screen.

'HOHWLQJ�D�6KLSSLQJ�3DFNDJH�

1. Choose the package number in change mode.

2. Choose 3DFNDJH�→ 'HOHWH.

3. Confirm the prompt asking you if you really want to delete the package for equipment/equipment number.

A message confirming that the package for equipment/equipment number has been deleted appears at the bottom of the screen.



6HWWOHPHQW�3DFNDJH�

8VH�

• Cost assignment for multipart equipment. In other words, controls whether the costs for equipment are assigned to different administrators (PM order administrators) as a percentage or proportionally (using equivalence numbers).

• Separates inventory management from settlement.

• Manages stock under one equipment number (settlement package number). The package is separated into its individual items during Settlement [Seite 147].

• Fixed prices can be used.

• Can be used when stock changes are made

,QWHJUDWLRQ�

You cannot integrate a shipping package into a settlement package. Nor can you integrate a settlement package into a settlement package. You can only use “physical”/”real” equipment (as opposed to “fictitious” equipment). Materials are not allowed.

3UHUHTXLVLWHV�

• The settlement package number must represent physical equipment.

• The equipment must have been defined as allowed for shipping documents or performance-based equipment documents. You make this setting in the field for allowed document categories in the equipment master record.

• Inventory management only takes place on package number level and not on item level.

• You can also enter the settlement package number (equipment number) as an item.

Equipment number ��. This is a settlement package consisting of a finisher, shovel X and shovel Y. It is an equipment item and the )LFWLWLRXV indicator has not been set.

6HWWOHPHQW�SDFNDJH�FRQWDLQV��

,WHP� (TXLSPHQW� (TXLSPHQW�GHVFULSWLRQ�

4W\� 80� 3HUFHQW� (TXLYDOHQFH�QXPEHU�

00010 10000756 Shovel X 10 Item 2

00020 10000757 Shovel Y 10 Item 2

00030 10000754 Finisher 1 Item 5

The quantity per item only serves as information and is not relevant to settlement or inventory management.



&UHDWLQJ�D�6HWWOHPHQW�3DFNDJH�

3UHUHTXLVLWHV�

Before you can create a settlement package, you must know the following:

• for which equipment master record you want to create the settlement package

• whether the equipment master record already exists and the view &(0�'DWD has been maintained

• whether a shipping package has already been created for the equipment

• the equipment cannot be a dummy (indicator in the equipment master record under the CEM data)

3URFHGXUH�

1. On the initial screen choose /RJLVWLFV�→ &RQVWUXFWLRQ�(TXLSPHQW�0DQDJHPHQW�→ 0DVWHU�'DWD�→ (TXLSPHQW�→ 3DFNDJH�→ &UHDWH.

2. The &UHDWH�3DFNDJH screen appears.

3. Enter the equipment number in the 3DFNDJH field.

4. Choose the appropriate entry for settlement packages in the 3DFNDJH�W\SH field.

5. Choose (QWHU.

6. Enter the text that you want to be used in evaluations and reporting functions in the 'HVFULSWLRQ�field.

The descriptive text for the equipment is used when you enter documents.

7. Enter your desired equipment as the first item and a percentage rate or an equivalence number. By entering a percentage or equivalence number in the first item line, you control further entries. The sum of all the percentages must always equal 100.


The system enters values automatically for the item, quantity and unit of measure. If necessary, you can change these values. The quantity per item is only informative and has no effect. The unit of measure is taken from the equipment master record.


A message confirming that the package for equipment/equipment number has been created appears at the bottom of the screen.

For further information, please see Settlement of a Settlement Package [Seite 147].



&KDQJLQJ��'LVSOD\LQJ�DQG�'HOHWLQJ�D�6HWWOHPHQW�3DFNDJH�

3URFHGXUH�

&KDQJLQJ�D�6HWWOHPHQW�3DFNDJH�

1. On the initial screen choose /RJLVWLFV → &RQVWUXFWLRQ�(TXLSPHQW�0DQDJHPHQW → 0DVWHU�'DWD → (TXLSPHQW → 3DFNDJH → &KDQJH.

The &KDQJH�3DFNDJH screen appears.


3. Select an item. You can use the menu path ([WUDV → :KHUH�XVHG�OLVW to find out which packages the equipment is contained in.

4. You can add new items with quantity and unit of measure.

5. If you want to delete an item, select it and choose 'HOHWH�LWHP.


A message appears at the bottom of the screen confirming that the package for equipment/equipment number has been changed.

'LVSOD\LQJ�D�6HWWOHPHQW�3DFNDJH�



3. You can branch to the appropriate master record by double-clicking on the equipment or material.

You can find out which in packages equipment or material is still contained by choosing /RJLVWLFV�→ &RQVWUXFWLRQ�(TXLSPHQW�0DQDJHPHQW�→ 0DVWHU�'DWD�→ (TXLSPHQW�→ 3DFNDJH�→ /LVWV�→ 0DQDJH�(TXLSPHQW�LQ�3DFNDJHV�or�0DQDJH�0DWHULDO�LQ�3DFNDJHV from the R/3 initial screen.

'HOHWLQJ�D�6HWWOHPHQW�3DFNDJH�

1. Choose the package number in change mode.

2. Choose 3DFNDJH�→ 'HOHWH

3. Confirm the prompt asking you if you really want to delete the package for equipment/equipment number.

A message confirming that the package for equipment/equipment number has been deleted appears at the bottom of the screen.



3ULFH�,QIRUPDWLRQ�

8VH�

Using the appropriate Catalog [Seite 10] (BOMs) as a basis for calculation, this function displays the monthly, hourly and daily prices for equipment with a specific activity type (for example, in operation, shutdown), taking all the conditions on the key date into account.

,QWHJUDWLRQ�

You can call customer-specific price information or customer-independent price information:

• For FXVWRPHU�VSHFLILF price information, the customer’s conditions and the catalog price is used to determine the price.

• For FXVWRPHU�LQGHSHQGHQW price information, the system uses data from the equipment master record to determine the price.

3UHUHTXLVLWHV�

• A BOM must have been created for the equipment.

• A PM order administrator must have been assigned to the equipment.

• At least one variant must have been created in Customizing for internal or external price determiners and the activity types per variant must also have been defined.

$FWLYLWLHV�

1. Define any number of price variants you wish in Customizing for CEM under &(0�±�,QIRUPDWLRQ�6\VWHPV�→ 9DULDQW�'HILQLWLRQ�IRU�3ULFH�,QIRUPDWLRQ�→ 9DULDQWV�IRU�3ULFH�,QIRUPDWLRQ.

2. Assign the activity types that you want to be displayed in the price information to these variants. You do this in Customizing for CEM under &(0�±�,QIRUPDWLRQ�6\VWHPV�→ 9DULDQW�'HILQLWLRQ�IRU�3ULFH�,QIRUPDWLRQ�→ $FWLYLW\�6HWWOHPHQW�7\SHV�SHU�9DULDQW.

3. Define which activity types you want to be able to assign to which document types. You also do this in Customizing for CEM under &(0�±�,QIRUPDWLRQ�6\VWHPV�→ 9DULDQW�'HILQLWLRQ�IRU�3ULFH�,QIRUPDWLRQ�→ 'RFXPHQW�7\SHV�SHU�$FWLYLW\�6HWWOHPHQW�7\SH.



'LVSOD\LQJ�3ULFH�,QIRUPDWLRQ�IRU�WKH�(TXLSPHQW�

3UHUHTXLVLWHV�

You have executed the relevant Customizing settings under /RJLVWLFV�±�*HQHUDO��→�&(0��→�

,QIRUPDWLRQ�6\VWHPV��→�9DULDQW�'HILQLWLRQ�IRU�3ULFH�,QIRUPDWLRQ.

3URFHGXUH�

'LVSOD\LQJ�3ULFH�,QIRUPDWLRQ��*HQHUDO��

1. On the initial screen choose /RJLVWLFV�→ &RQVWUXFWLRQ�(TXLSPHQW�0DQDJHPHQW�→ 0DVWHU�'DWD� → (TXLSPHQW� → 3ULFH�,QIRUPDWLRQ.

2. The 3ULFH�,QIRUPDWLRQ�IRU�(TXLSPHQW��*HQHUDO�DQG�5HFLSLHQW�5HODWHG� screen appears.

3. Enter the date for which you want to display customer-specific price information (taking the conditions in the customer master record into account) in the 3ULFLQJ�GDWH field.

4. Select a price information variant. The price information variants must have been defined beforehand in Customizing.

5. Enter a recipient in the 5HFLSLHQW field.

Since it may be either internal or external recipients/ship-to parties that request price information, you must ensure that you have chosen the correct price information variant for either internal or external recipients.

No prices are displayed and you get an error message if you enter an internal customer with a price information variant that has been defined as external in Customizing.

6. Enter the CEM equipment [Seite 32] or the corresponding catalog number from the desired catalog, and choose ([HFXWH or (QWHU. If the system finds a catalog equipment with an active BOM, the price is displayed.

'LVSOD\LQJ�3ULFH�,QIRUPDWLRQ��(TXLSPHQW�5HODWHG��

1. On the initial screen choose /RJLVWLFV�→ &RQVWUXFWLRQ�(TXLSPHQW�0DQDJHPHQW�→ 0DVWHU�'DWD� → (TXLSPHQW� → 'LVSOD\.

2. The 'LVSOD\�(TXLSPHQW��,QLWLDO�6FUHHQ appears.

3. Enter the equipment and choose (QWHU.

4. Choose the &(0�GDWD view.

You can display price information by choosing ([WUDV�→ &(0�→ 3ULFH�LQIRUPDWLRQ.



'LVSOD\LQJ�3ULFH�,QIRUPDWLRQ�IRU�WKH�&RQVWUXFWLRQ�6LWH�

8VH�

Using this function you can determine equipment prices for a particular usage location on a particular date.

3URFHGXUH�

1. On the initial screen choose /RJLVWLFV�→ &RQVWUXFWLRQ�(TXLSPHQW�0DQDJHPHQW�→ 7UDQVDFWLRQ�'DWD�→ (QYLURQPHQW�→ 3ULFH�,QIRUPDWLRQ�IRU�&RQVWUXFWLRQ�6LWH or enter transaction �1�6$3&(0�3,B&66.

2. The 3ULFH�,QIRUPDWLRQ�&RQVWUXFWLRQ�6LWH�6WRFN�screen appears.

3. Enter a date and a recipient.


5. You have a variety of display and sort options. You can create totals and subtotals and print the list.

5HVXOW�

The system displays all price information for the selected usage location and date in an ALV list (SAP List Viewer).



2ZQHU�$GPLQLVWUDWRU�

'HILQLWLRQ�

The owner of the equipment maintains the equipment in asset accounting and is responsible for its depreciation.

The administrator manages (for example, rents, repairs and maintains) the equipment on behalf of the owner. In return for being allowed to rent the owner’s equipment and therefore collect and receive revenue form the rental to external third parties, the administrator has to pay the owner a leasing charge. This can be a static/fixed amount or a dynamic amount (for example, a percentage of the revenue from the rental).

8VH�

Depending on the ownership relationship, you have to create an Owner, an Administrator or an Owner/Administrator [Seite 59] master record. You then have to assign this master record to the appropriate equipment.



2ZQHU�$GPLQLVWUDWRU�5HODWLRQVKLS�

'HILQLWLRQ�

By an owner/administrator relationship we mean the relationship that the owner of the equipment has to the administrator of this same equipment. The owner can also be the administrator.

8VH�

The owner/administrator relationship determines which leasing type applies to the administrator (for example, whether the administrator has to pay the owner a fixed amount, a percentage of the rental revenue or whether there is no leasing charge at all) and which objects (equipment, machinery) the administrator is allowed to manage for the owner.

You can define the owner/administrator relationship in Customizing for CEM. If the owner and administrator are the same, you do not need to establish a relationship. If this is the case, the default entry in the owner/administrator master record is for no leasing.



&UHDWLQJ�DQ�2ZQHU�$GPLQLVWUDWRU�

3UHUHTXLVLWHV�

You must know the following before you can create an owner, an administrator or an owner/administrator:

• whether the owner is also the administrator of the equipment

• for which company code you want to create the owner and/or administrator

• whether you want the equipment to be managed centrally or decentrally.

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&UHDWLQJ�DQ�2ZQHU�$GPLQLVWUDWRU�

13. On the initial screen choose /RJLVWLFV�→ &RQVWUXFWLRQ�(TXLSPHQW�0DQDJHPHQW�→ 0DVWHU�'DWD�→ (QYLURQPHQW�→ 2ZQHU�$GPLQLVWUDWRU�→ &UHDWH.

14. The &UHDWH�2ZQHU�$GPLQLVWUDWRU��,QLWLDO�6FUHHQ appears.

If external number assignment has been set in Customizing, either enter the owner/administrator number here or the system sets the number during save.

15. Choose (QWHU.

16. Enter the name of the owner/administrator.

17. Set the 2ZQHU�DGPLQ� indicator to 1,2 or 3 according to whether you want this master record to be for an owner, an administrator or an owner/administrator.

18. Make all the necessary entries.

The controlling area and the mapping category (business area/company code/plant) fields already have default values entered in them.


A message confirming that the data for this owner, administrator, owner/administrator has been saved appears at the bottom of the screen.

&UHDWLQJ�DQ�2ZQHU�$GPLQLVWUDWRU�LQ�&XVWRPL]LQJ�

You can also create owner/administrator master records in Customizing for CEM.

1. In Customizing for CEM choose 0DVWHU�'DWD�→ 2ZQHUV�DQG�$GPLQLVWUDWRUV�→ 'HWHUPLQH�2ZQHU�$GPLQLVWUDWRU.

2. Select &UHDWH�2ZQHU�$GPLQLVWUDWRU and press &KRRVH.

3. Proceed as described above in (2) under “Creating an Owner/Administrator”.



&KDQJLQJ�DQG�'LVSOD\LQJ�DQ�2ZQHU�$GPLQLVWUDWRU�

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&KDQJLQJ�DQ�2ZQHU�$GPLQLVWUDWRU�

1. On the initial screen choose /RJLVWLFV�→ &RQVWUXFWLRQ�(TXLSPHQW�0DQDJHPHQW�→ 0DVWHU�'DWD�→ (QYLURQPHQW�→ 2ZQHU�$GPLQLVWUDWRU�→ &KDQJH.

2. The &KDQJH�2ZQHU�$GPLQLVWUDWRU��,QLWLDO�6FUHHQ appears.

3. Enter the owner/administrator that you want to display.

4. Choose (QWHU.

5. Make the necessary changes.


A message confirming that the data for this owner, administrator, owner/administrator has been saved appears at the bottom of the screen.

'LVSOD\LQJ�DQ�2ZQHU�$GPLQLVWUDWRU�

1. On the initial screen choose /RJLVWLFV�→ &RQVWUXFWLRQ�(TXLSPHQW�0DQDJHPHQW�→ 0DVWHU�'DWD�→ (QYLURQPHQW�→ 2ZQHU�$GPLQLVWUDWRU�→ 'LVSOD\.

2. The 'LVSOD\�2ZQHU�$GPLQLVWUDWRU��,QLWLDO�6FUHHQ appears.

3. Enter the owner/administrator that you want to display.

4. Choose (QWHU.



5HFLSLHQW�

'HILQLWLRQ�

The recipient is a central control element in CEM. In addition to views from the standard R/3 System, there are two CEM views where CEM basic data and CEM settlement data for the recipient can be stored.

The term “recipient” is used as an umbrella term to cover a variety of roles in CEM. You should not understand this term to mean merely a “recipient” in the conventional sense of the word. The recipient can be the ship-to party, but also the sender of equipment (since to be able to send the equipment, even the sender must have received the equipment, in other words, been the recipient of the equipment at some point in time).

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Either the sender or the Ship-To Party [Seite 84] or the sender and the ship-to party must be entered in the Shipping Document [Seite 83]. This, however, depends on whether you are dealing with an DFTXLVLWLRQ (only the recipient is entered and the sender field remains empty), a UHWLUHPHQW�(only the sender is entered and the recipient field remains empty), a FKDQJH�RI�DFWLYLW\�W\SH (the sender and the recipient are the same) or VKLSSLQJ (from one usage site to the next).

If equipment is sent from a warehouse or storage location (usage site) to a construction site (usage site), then the warehouse/storage location is the sender and the construction site is the ship-to party (recipient).

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The customer master record has been enhanced by CEM-specific views. Control parameters such as recipient type and reference type define which type of recipient (recipient type) you are dealing with or which account assignment object is used in Settlement [Seite 121] and postings to FI/CO (reference type). Which company code a recipient belongs to depends on which company code the appropriate account assignment object (for example, WBS element, project definition, cost center, CO order or PM order) has been created in.

For further information, see: Customer Master Data [Extern].



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Before you can create a recipient, you must know the following:

• for which sales area (sales organization/distribution channel/division) you want to create the recipient.

• to which account group you want to assign the recipient (necessary for internal/external number assignment).

• which recipient type you are dealing with (for example, warehouse/storage location, internal construction site or external third party...)

• whether the account assignment object has already been created as an object.

• to which grouping (dummy recipient etc.) you want to assign the recipient.

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1. On the initial screen choose /RJLVWLFV�→ &RQVWUXFWLRQ�(TXLSPHQW�0DQDJHPHQW�→ 0DVWHU�'DWD�→ 5HFLSLHQW�→ &UHDWH.

2. The &UHDWH�&XVWRPHU��,QLWLDO�6FUHHQ appears.

3. Enter a sales organization, distribution channel and division.

Choose &XVWRPHU¶V�VDOHV�DUHDV��to find out which sales areas (combination of sales organization, distribution channel and division) the recipient has already been created for.�If you want to display all the sales areas for a specific client, choose $OO�VDOHV�DUHDV��

4. Assign an account group to the recipient.

A number range is assigned to the account group in Customizing. This number range can be either internal or external. If external number assignment has been set in Customizing, enter the number here. If internal number assignment has been set in Customizing, a placeholder is displayed instead of the number. An internal number then replaces this placeholder when you save the master record.

CEM delivers account group J3G. The account group is the same for each recipient. You cannot enter a different account group for each different sales area (sales organization/distribution channel/division). For further information, see: Account Group [Extern].

If you want to create a recipient without copying from a reference template, go to 8.

5. If you want to create a recipient by copying from a reference template, enter the customer number you want to copy from in the &XVWRPHU field in the 5HIHUHQFH area of the screen.

6. If you want to copy a recipient that has been created in a different sales area (sales organization/distribution channel/division), enter the customer with the sales organization/distribution channel/division that you want to copy in the 5HIHUHQFH area of the screen. Enter the new sales organization/distribution channel/division and recipient in the upper part of the screen and choose (QWHU.

The system copies the account group of the recipient being copied to the new recipient.

You only see the sales views that have been entered in Customizing for )LQDQFLDO�$FFRXQWLQJ under $FFRXQWV�5HFHLYDEOH�DQG�$FFRXQWV�3D\DEOH�→ &XVWRPHU�$FFRXQWV�→ 0DVWHU�5HFRUGV�→ 3UHSDUDWLRQV�IRU�&UHDWLQJ�&XVWRPHU�0DVWHU�5HFRUGV → 'HILQH�$FFRXQW�*URXSV�ZLWK�6FUHHQ�/D\RXW��&XVWRPHUV�.

7. Enter the different sales data as required.



8. Choose (QWHU.

A screen for entering address details appears.�Make all the necessary entries on this screen and the standard views that follow.

9. Enter the Recipient Type [Seite 84] in the CEM - Basic Data view.

The Reference Type [Seite 84] field contains an entry in accordance with the settings in Customizing. You cannot change the reference type here. If you flag the %OFN,QG'RF(QWU\ field (block indicator against document entry), you can prevent this recipient from being entered in documents. This is recommended if you are dealing with dummy recipients (recipients of reference type 'XPP\).

10. If required, change the default dummy or standard recipient.

From a CEM point of view, the &XVW�LQW�VHW� (customer internal settlement) is the actual sold-to party that appears in the order header during internal settlement. The customer (internal settlement) is necessary purely from a sales and distribution point of view. It has no relevance in CEM since the providing party and debited object (for example, equipment and WBS element) are relevant to postings in FI/CO during settlement.

11. Enter a planning area.

12. Enter an account assignment object. The account assignment object must have already been created before you can reference to it.


14. Enter the appropriate Indicators [Seite 84] in the &(0��6HWWOHPHQW view.


A message confirming that the recipient master record has been created for the sales organization/distribution channel/division appears at the bottom of the screen.

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The master record has been created. You can now create Shipping and Performance-Based Equipment Documents [Seite 83] for this recipient.



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&KDQJLQJ�D�5HFLSLHQW�

4. On the initial screen choose /RJLVWLFV�→ &RQVWUXFWLRQ�(TXLSPHQW�0DQDJHPHQW�→ 0DVWHU�'DWD�→ 5HFLSLHQW�→ &KDQJH.

5. The &KDQJH�&XVWRPHU��,QLWLDO�6FUHHQ appears.

6. Enter a customer and sales area if necessary, and choose &RQWLQXH.

If shipping documents have already been created for the recipient, you cannot change the UHFLSLHQW�W\SH, FXVWRPHU�LQWHUQDO�VHWWOHPHQW and the DFFRXQW�DVVLJQPHQW�REMHFW or UHIHUHQFH�FDWHJRU\ (for example, WBS element).

4. By using F2 or a double-click on the account assignment object (field 2UGHU) you go to the general data of the customer.

5. Using the button &RQVWU�6LWH6WN you go to the report to determine the construction site stock.

6. Make your changes and save them.

A message confirming that the changes have been made appears at the bottom of the screen.

Once the recipient is used as a goods recipient in a shipping document (first shipment to the recipient) you can no longer change the basic data of the recipient.

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1. On the initial screen choose /RJLVWLFV�→ &RQVWUXFWLRQ�(TXLSPHQW�0DQDJHPHQW�→ 0DVWHU�'DWD�→ 5HFLSLHQW�→ &KDQJH.

2. The 'LVSOD\�&XVWRPHU��,QLWLDO�6FUHHQ appears.

3. Enter a customer and sales area if necessary, and choose &RQWLQXH.

4. You can display the account group by choosing ([WUDV → $GPLQLVWUDWLYH�GDWD.



%DVLF�)XQFWLRQV�• CEM Planning [Seite 66]

• Document Entry [Seite 83]

• Calendar Maintenance [Seite 111]

• CEM Settlement [Seite 121]

• Inventory [Seite 167]



&(0�3ODQQLQJ�

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You can use CEM planning to help you enter requirements (for example, equipment needed by a construction site) that will then be processed by a stock and requirements planning controller. The controller uses the characteristics (Classes [Extern]) of the equipment that is needed to process the requirements and find the equipment that most exactly fulfils the requirements and is available for use at the required time.

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• Requesting party (for example, construction site supervisor) reports a requirement

• This requirement is entered in the system in the form of a requisition note [Seite 67] with the appropriate characteristics

• The stock and requirements planning controller uses the Requirements Overview [Seite 71] to process the requirements for the recipients that have been assigned to him (for his planning area).

• A shipping document is used to send the required and confirmed equipment to the appropriate usage site.



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Requisition notes are used by the location or construction site that requires the equipment. Equipment with the required features and characteristic attributes are registered in Planning [Seite 66] for the required period of time.

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The stock controller then processes the requisition note and either confirms or rejects the requirement(s) on the 5HTXLUHPHQWV�2YHUYLHZ screen.

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• All equipment (equipment items) must have been classified (for example, assigned to the class for excavators, wheeled loaders, graders, cranes or so on)

• You must have entered the equipment items using classes

• You must have entered multipart equipment using the equipment number

• The location or construction site requiring the equipment (recipient) cannot be of reference type ([WHUQDO�WKLUG�SDUW\ or 'XPP\

• The equipment must have been flagged as relevant to planning

• Multipart equipment must have been defined as allowed in Shipping Document Entry [Seite 89].

• Equipment items must be allowed for a document category

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For equipment items, enter the class with the appropriate characteristic attributes. For multipart equipment, enter the equipment number directly.

(QWHULQJ�5HTXLUHPHQWV�

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010 Loader on wheels

Loader on wheels

1 Itm 01.01.99

31.12.99 1 Immediately

020 Digger 501034 Cat. 120 1 Itm 01.03.99

21.07.99 1 ASAP

030 700200 Steel pipes

300 Itm 01.04.99

30.06.99 1 Cannot be changed

040 010 OTHER Other equipment

2 Itm 01.02.99

30.04.99 1

Item 040 is a sub-item of item 010.

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Item 010



Class Loader on wheels

Characteristics

Capacity in KW 100-120

Weight in tonnes 15-20

Additional equipment - shovel X

Additional equipment - fork



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Before you can create a requisition note, you must know the following:

• for which recipient (site requesting the equipment) you want to create a requisition note

• whether you are dealing with an equipment item or multipart equipment

• for which period of time the equipment is required

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1. On the initial screen choose /RJLVWLFV�→ &RQVWUXFWLRQ�(TXLSPHQW�0DQDJHPHQW�→ 7UDQVDFWLRQ�'DWD�→ 3ODQQLQJ�→ 5HTXLVLWLRQ�1RWH�→ &UHDWH.

2. The &UHDWH�5HTXLVLWLRQ�1RWH screen appears.

3. Enter the number of the construction site that requires the equipment in the 5HFLSLHQW�field.

4. Enter the from-date and to-date for the period of time that the site requires the equipment in the 3HULRG fields. This date is only a proposal for the items in the requisition note.

5. Choose (QWHU.

The system displays the appropriate contact person and telephone number from the recipient (customer) master record in accordance with Customizing settings. You can change this data if you wish.

You can display further information for the recipient by choosing *RWR�→ +HDGHU. If you double-click on the recipient, you can branch directly to the recipient (customer) master record.

6. Enter your requirements on item level.

You can enter requirements for equipment items using the class and requirements for multipart equipment using the equipment number. If you enter the requirement using the class the &KDUDFWHULVWLF�9DOXH�$VVLJQPHQW screen appears, on which you can further classify your requirement.

7. You can enter a short text and a longer descriptive text as notes to help the stock controller if you wish.

8. Save the requisition note.

A message confirming that the requisition note/requisition note number has been saved appears at the bottom of the screen.

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You have created the requisition note and the stock controller can now process it in the requirements overview or planning table. You can find further information on this subject under Changing and Displaying the Requirements Overview [Seite 72].



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1. On the initial screen choose /RJLVWLFV�→ &RQVWUXFWLRQ�(TXLSPHQW�0DQDJHPHQW�→ 7UDQVDFWLRQ�'DWD�→ 3ODQQLQJ�→ 5HTXLVLWLRQ�1RWH�→ &KDQJH.

2. The &KDQJH�5HTXLVLWLRQ�1RWH�screen appears.

3. Enter a document number. You can use F4 matchcode help.

4. Choose (QWHU.



A message confirming that the requisition note/requisition note number has been saved appears at the bottom of the screen.

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1. Enter a document number.

2. Choose (QWHU.

3. Select an item.

− You can branch to a screen displaying the characteristic values for the required equipment by choosing 9DOXH�DVVLJQPHQW.

− You can branch to the package list for the equipment, if appropriate, by choosing 3DFNDJH.

− You can branch to the appropriate master record by double-clicking on the recipient, contact person or equipment.

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1. Enter a document number on the &KDQJH�5HTXLVLWLRQ�1RWH initial screen.

2. Select the item(s) you want to delete and choose 'HOHWH�UHTXLUHPHQW.

3. Save the requisition note.

You cannot delete the requisition note itself.



5HTXLUHPHQWV�2YHUYLHZ�

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After you have created a Requisition Note [Seite 67], you can process it further on the 5HTXLUHPHQWV�2YHUYLHZ screen.

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Requisition notes must exist.

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Select the requisition notes you wish to process.

Process the individual items by either confirming or rejecting them. You can enter a descriptive text for each item. You can find further information on this subject under Changing the Requirements Overview [Seite 72].



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&KDQJLQJ�WKH�5HTXLUHPHQWV�2YHUYLHZ�

1. On the initial screen choose /RJLVWLFV�→ &RQVWUXFWLRQ�(TXLSPHQW�0DQDJHPHQW�→ 7UDQVDFWLRQ�'DWD�→ 3ODQQLQJ�→ 5HTXLUHPHQWV�2YHUYLHZ�→ &KDQJH�/LVW.

The 5HTXLUHPHQWV�2YHUYLHZ��&KDQJH�screen appears.

2. Select requisition notes using either the recipient or the planning area and the period of requirement. The 6WDWXV field is filled with the default value 5HTXLUHPHQW�FUHDWHG.

3. On the next screen that appears, select the items that you want to process and choose &RQILUP. A dialog box appears. You can also decide to reject an item.

4. If you choose +LW�OLVW, the system creates a list of all the equipment that fulfills the requirements. You can then select and choose the equipment you desire from this list. If you accept this data again, you can copy the equipment number and the personnel number (provided that it has been entered in the equipment master record) to the requirements overview. The color of the item changes. The item has now the status FRQILUPHG.

The system only generates the hit list for requirements that have been entered using classes (equipment items). You can confirm or reject the item completely for multipart equipment. If you wish to change the quantity, you can do this in Creating a Shipping Document [Seite 91].

7UDIILF�OLJKWV��FRORU�OHJHQG��

7UDIILF�OLJKWV� &RQIOLFW�

Green No overlap in planning

Yellow Requirements for the planned usage site do not overlap

Red Overlap in planning

1. You can cancel entries you have made by choosing 8QGR.

2. Save the requirements overview.

A message confirming that the requirements have been saved appears at the bottom of the screen.

If you call the requirements overview again (status 1 – requirement created), the items that have been processed will no longer appear.

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1. On the initial screen choose /RJLVWLFV�→ &RQVWUXFWLRQ�(TXLSPHQW�0DQDJHPHQW�→ 7UDQVDFWLRQ�'DWD�→ 3ODQQLQJ�→ 5HTXLUHPHQWV�2YHUYLHZ�→ &KDQJH.

The 5HTXLUHPHQWV�2YHUYLHZ��'LVSOD\�screen appears.

2. You can display where multipart equipment is in use (usage site) by choosing (QYLURQPHQW�→ +LVWRULFDO�VWRFN.



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Using the graphical planning table you can assign requirements from CEM, for example from a construction site manager, the project system (PS), or plant maintenance (PM), to an equipment.

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To use the graphical planning board you must meet the following prerequisites:

• To plan CEM requirements you must have created CEM requirements (Creating a Requisition Note [Seite 69]).

• To plan requirements from PS or PM (that is capacity requirements) they must exist in the corresponding order (PM order or PS network).

• The equipment must be for planning and an equipment item.

• CEM requirement requests are entered and notified using classes (for equipment items).

• In the case of capacity requirements you have maintained work centers and individual capacities as well as assigned them to a capacity type (in Customizing for CEM under 2SHUDWLRQV�DQG�)XQFWLRQV�→ 3ODQQLQJ�→ 3ODQQLQJ�%RDUG�→ 8VH�RI�:RUN�&HQWHU�5HTXLUHPHQWV).

• The equipment has been assigned to class.

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You can process requirements for equipment items using the graphical planning board. The planner can also process requirements for multipart equipment when Changing the Requirements Overview [Seite 72].



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You can use the graphical planning board to assign requirements from CEM, PS, or PM to an equipment.

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Prerequisites to display an equipment:

• The equipment is assigned to the current class

• The equipment is an equipment item

• The equipment can be planned

• You have authorization for the MRP group of the equipment (see Customizing)

Prerequisites to display a requirement:

• The requirement is within the period

• You have authorization for the recipient’s MRP area in which the requirement has been created

Further prerequisites to display a CEM requirement:

• The requirement is within the period

• The requirement is assigned to the class

Further prerequisites to display a capacity requirement:

• In Customizing for the CEM planning board the CEM capacity type is defined

• The class is assigned to a work center

• A capacity exists for the CEM capacity type in the work center

• A formula to determine the capacity requirement for internal rework is stored for the capacity

• An order or network is released for the capacity requirement

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To process or display the graphical planning board proceed as follows:

1. Choose /RJLVWLFV�→ &RQVWUXFWLRQ�(TXLSPHQW�0DQDJHPHQW�→ 7UDQVDFWLRQ�'DWD�→ 3ODQQLQJ�→ 5HTXLUHPHQWV�2YHUYLHZ�→ *UDSKLFDO�3ODQQLQJ�%RDUG�±�&KDQJH�or *UDSKLFDO�3ODQQLQJ�%RDUG�±�'LVSOD\.

2. Select your requirements.

By using the evaluation period you can determine the period over which the data is imported, processed, and displayed. The planning period is the period in the planning board between the pre-evaluation period and the post-evaluation period.

For more information see the IMG documentation under /RJLVWLFV�±�*HQHUDO�→ &(0�→ 2SHUDWLRQV�DQG�)XQFWLRQV�→ 3ODQQLQJ�→ 3ODQQLQJ�%RDUG�→ 'HILQH�7LPH�3URILOH�or�3URGXFWLRQ�→ &DSDFLW\�5HTXLUHPHQWV�3ODQQLQJ�→ &DSDFLW\�/HYHOLQJ�DQG�([WHQGHG�(YDOXDWLRQ�→ 'HILQH�7LPH�3URILOH.

3. You have two options to call the planning board:

Enter a class and choose ([HFXWH.

If you do not know the class you can restrict the selection. After choosing ([HFXWH the system displays the requirements for the classes in the requirements list. By selecting a node you select the corresponding requirements and call the planning board.



4. The planning board has two subscreens. By default the equipment is displayed in the top subscreen and the requirements in the bottom subscreen. However you can change this in Customizing under /RJLVWLFV�±�*HQHUDO�→ &(0�→ 2SHUDWLRQV�DQG�)XQFWLRQV�→ 3ODQQLQJ�→ 3ODQQLQJ�%RDUG�→ 'HILQH�/D\RXW�RI�3ODQQLQJ�%RDUG .

�� <RX�KDYH�WZR�DVVLJQPHQW�RSWLRQV��

Planning by Drag and Drop: You drag a requirement to an equipment of your choice

Planning through a hit list: You select an open CEM requirement and execute the function. The (TXLSPHQW�+LW�/LVW screen appears. Select an equipment and choose &RS\.

6. The requirement is assigned to the equipment.

Every requisition note has a requirement start and finish. You can change this by dragging along the requirements time scale.

As a default setting in Customizing (timely scheduling indicator) the requirement start and end are not changed during assignment. However, you can change the start and end dates after the initial assignment.

7. Using the reload equipment function you can search for additional equipment and include them in the planning board.

8. If you choose 6SOLW�GRFXPHQW you can assign several equipment to one requirement. You select a requirement and execute this function. On the next screen you can assign equipment and individual capacity to the requirements.

9. If you select a CEM requirement and choose $VVLJQ�HTXLSPHQW you can either enter an equipment or select one from the hit list.

�� <RX�FDQ�GHDOORFDWH�D�UHTXLUHPHQW�IURP�DQ�HTXLSPHQW�DV�IROORZV��

Deallocation by Drag and Drop: You drag a requirement from an equipment to the requirement subscreen

Deallocation function: You select a planned requirement and execute this function. The requirement is displayed in the requirement subscreen.

6SOLW�UHTXLUHPHQW: You select a requirement and execute this function. On the next screen you can delete or deallocate an existing split.

5HMHFW�&(0�UHTXLUHPHQW: You select a planned CEM requirement and execute this function. The requirement gets status 5HMHFWHG and is no longer displayed in the planning board.



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You can use this function to create a shipping document from within the planning board.

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• You are working in the planning board.

• There is at least one confirmed requirement.

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1. Select a confirmed requirement.

2. Choose the function *HQHUDWH�6KLSSLQJ�'RFXPHQW.

3. A dialog box appears. Enter the document type and activity type. You can change the default values for this dialog box in the function 8VHU�6HWWLQJV.

4. Choose (QWHU.

5. A dialog box appears, stating that the shipping document has been created.

When copied to the shipping document, the requirement start matches the date of the shipping document. The requirement end is copied on item level to the field 8VDJH�(QG/8VDJH�(QG�7LPH of the billing-relevant data.

5HVXOW�

The status of the requisition note changes to “6KLSSHG”.

If you delete a generated shipping document or shipping document item (which has arisen from a requirement), the status is reset to “&RQILUPHG�UHTXLUHPHQW”. The requirement is reopened and can be rejected or assigned to a different equipment.



&UHDWLQJ�5HTXLUHPHQWV�IURP�WKH�3ODQQLQJ�%RDUG�

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You use this function to create CEM requisition notes from within the planning board.

The planner, who works mainly in the graphical planning board, does not have to create another session using transaction &UHDWH�UHTXLVLWLRQ�QRWH in order to create a requirement.

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• You are working in the planning board.

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1. Choose the function &UHDWH�UHTXLVLWLRQ�QRWH. The screen &UHDWH�UHTXLVLWLRQ�QRWH appears.

2. Proceed as described in Creating Requisition Notes [Seite 69].

5HVXOW�

You have created a CEM requisition note. If the created requirement matches the selection criteria entered in the planning board (for example: class, period), the requirement is displayed immediately in the planning board.



'HDGOLQH�/RJLF�

'HILQLWLRQ�

A collection of rules to improve equipment planning.

A simplified deadline logic has been developed in CEM with the support of the German work cooperative (edition 1995). The processes that are controlled by this are specific to Germany and may not be relevant for other countries. Using deadline logic enables improved equipment planning. “Penalty mechanisms” enable costing and planning of equipment shipment scheduling.

8VH�

Deadline logic is only active if

• it is a time-based equipment

• the equipment is sent with a shipping document

• the movements are category receipt, issue, change of activity type, or shipping

The construction industry differentiates between restricted and unrestricted usage. In unrestricted usage as a rule it is not known how long an equipment will remain on a construction site. “Short” unrestricted usage exists where the equipment remains for example up to 30 days on a construction site as does “long” unrestricted usage where equipment may remain for years on a construction site. The minimum usage duration in CEM corresponds to restricted usage. In restricted usage it is assumed that it is known how long an equipment will be used.

,QWHJUDWLRQ�

The 6HWWOHPHQW indicator (either by recipient, or dummy or standard recipient) and the 'HDGOLQH�ORJLF indicator must be set in the recipient master.

If settlement recognition is set to Dummy or Standard recipient (dummy) and the settlement recognition and deadline indicator is set in this dummy, the deadline logic is valid for all recipients to which this dummy is assigned.



'HDGOLQH�/RJLF��,QGLFDWRU��

'HILQLWLRQ�

An indicator in the recipient master record.

8VH�

This indicator is used in planning and controls per recipient that time-based equipment (TBE) is treated according to deadline logic in settlement.

This has no effect on performance-based equipment (PBE). Materials are excluded from deadline logic.

,QWHJUDWLRQ�

The 'HDGOLQH�ORJLF indicator in the recipient master record does not control deadline logic in settlement alone. You also have to make CEM-specific Customizing settings under /RJLVWLFV��*HQHUDO�→ &(0�→ 2SHUDWLRQV�DQG�)XQFWLRQV�→ 6HWWOHPHQW�→ 6HWWOHPHQW�%DVLF�'DWD�→ 8VDJH�3HULRG�→ 'HDGOLQHV�SHU�7UDQVDFWLRQ�7\SH�DQG�$FWLYLW\�7\SH�and�$VVLJQ�$FWLYLW\�7\SHV�WR�'HDGOLQH�6XUFKDUJHV.

([DPSOH�

A construction site manager requests an equipment from October 5th to November 2nd (restricted). The construction yard delivers the equipment to the construction site. If the equipment is not returned or released on November 2nd the construction site is charged. Released means the same as returned except that the equipment remains on the construction site and is sent from there to the next construction site that requires it. This reduces transport costs that would arise because of return transports to the construction yard.



5HOHDVH�1RWLILFDWLRQ�/LPLW�IRU�8QUHVWULFWHG�8VDJH�

'HILQLWLRQ�

A field in the recipient master record.

8VH�

For unrestricted usage of time-based equipment (TBE) you can determine the number of days in advance that a release notification is required before shipping. If this date is exceeded and shipping takes place without a prior release notification a Surcharge for Unrestricted Usage [Seite 82] is raised in settlement (in the form of additional SD order items) according to the deadline logic.

([DPSOH�

A crane is on a construction site from April 5th and no end date exists. From May 20th the site manager states the crane is no longer required; this means a release notification exists for this construction site from May 20th. However from an administrative point of view the site manager must notify (release notification) the administrator/planner 10 days in advance (that is on May 10th) that the crane will be returned on May 20th, therefore allowing the planner to consider it again in planning.

Settlement result: The crane has activity type ,Q�RSHUDWLRQ from April 5th to May 20th.



0LQLPXP�8VDJH�3HULRG�IRU�5HVWULFWHG�8VDJH�

'HILQLWLRQ�


8VH�

This field determines the minimum number of days that a time-based equipment (TBE) is in use per recipient. If the equipment is shipped prematurely to a different activity type or usage location the full number of days till deadline is settled. This option from deadline logic is usually recommended if you know in advance how long the equipment is required. This is usually necessary to obtain a base for planning.

3UHUHTXLVLWHV�

The settlement indicator and deadline logic indicator are set in the recipient master. The deadline logic 1 (minimum usage period) has been set for the combination document type, movement type, and activity number in the Customizing settings for CEM under /RJLVWLFV��*HQHUDO�→ &(0�→ 2SHUDWLRQV�DQG�)XQFWLRQV�→ 6HWWOHPHQW�→ 6HWWOHPHQW�%DVLF�'DWD�→ 8VDJH�3HULRG�'HDGOLQHV�SHU�7UDQVDFWLRQ�7\SH�DQG�$FWLYLW\�7\SH.

([DPSOH��

Minimum usage period: 16 days

A crane is shipped to construction site A on January 1st and removed on January 10th. According to the shipping document 10 days plus a surcharge of 6 days (total 16 days) are settled on construction site A.

However if the crane exceeds the minimum usage period on the construction site the restricted usage changes to an unrestricted usage and the release notification limit for unrestricted usage [Seite 80], and therefore the associated rules, come into effect.

([DPSOH��

The construction site manager ships the crane to construction site B on January 18th without prior release notification. The release notification limit for unrestricted usage [Seite 80] is five days (RelNotAllUnrUsg field in recipient master) and the surcharge for unrestricted usage [Seite 82] is 3 days (SrchrgeUnrstUse field in recipient master). The construction site manager has not met the release notification limit of five days, therefore 18 days plus three days surcharge (total 21 days) is settled.



6XUFKDUJH�IRU�8QUHVWULFWHG�8VDJH�

'HILQLWLRQ�


8VH�

This field specifies the number of days per recipient that can be charged as a surcharge for unrestricted usage if a deadline in the deadline logic is exceeded.

,QWHJUDWLRQ�

This field is integrated with the field Release Notification Limit for Unrestricted Usage [Seite 80].



'RFXPHQW�(QWU\�

8VH�

CEM distinguishes between two categories of document:

• Shipping Document

• Performance-based equipment document

6KLSSLQJ�'RFXPHQW�

You can send equipment, material or packages with a Shipping Document [Seite 89]. There are the following document types:

• Acquisition (for example, when equipment is purchased, leased or rented)

• Change of activity type (for example, change of activity type from "in operation" to "downtime". The equipment remains on the same usage site).

• Shipping from usage site A to usage site B

• Retirement (for example, when equipment is sold, scrapped or when the rental agreement comes to an end)

• Inventory or inventory adjustment postings

3HUIRUPDQFH�EDVHG�HTXLSPHQW�GRFXPHQW�

You can enter and store the number of hours that equipment has been in operation on a usage site in the Performance-Based Equipment Document [Seite 106]. There is the following document type that can be copied any number of times:

• Machine/operator’s report

3UHUHTXLVLWHV�

• Only physical equipment and materials are allowed.

• The equipment must have been assigned to an equipment type.

• The equipment must be allowed in document entry.

• The document type must have been defined.

• The recipient (ship-to party) must have been created in the appropriate sales area.



&(0�'RFXPHQW�(QWU\��7HUPLQRORJ\�

8VH�

Some of the terms that are important in CEM are listed and explained below.

5HFLSLHQW�0DVWHU�5HFRUG�

,QWHUQDO�VKLS�WR�SDUW\�

Usage site to which equipment is sent.

Internal construction site in an enterprise

6KLS�WR�SDUW\��MRLQW�YHQWXUH��

A joint venture is, from the point of view of a construction enterprise, also an internal construction site to which equipment and materials are sent. However, you must also enter an external sold-to party in the recipient (customer) master record. The external sold-to party is required for customer settlement purposes.

([WHUQDO�VROG�WR�SDUW\�

Customer or debtor that is used externally for customer settlement.

&XVWRPHU�LQWHUQDO�VHWWOHPHQW��LQWHUQDO�VROG�WR�SDUW\��

From a CEM point of view, customer internal settlement represents the internal sold-to party that appears in the order header during internal settlement. The customer (internal settlement) is necessary purely from a sales and distribution point of view (it represents the bill-to party and the payer). It has no relevance ZLWKLQ�D�FRPSDQ\�FRGH in CEM since the providing party or the debited party (for example, equipment and WBS element) is relevant to postings in FI/CO during settlement.

However, the customer (internal settlement) plays an important role in operations across different company codes. Please see: Example: Settlement Across Different Company Codes [Seite 151] for further information on this subject.

&RQWURO�3DUDPHWHUV�LQ�WKH�5HFLSLHQW�0DVWHU�5HFRUG�

5HFLSLHQW�W\SH�

The recipient type is a central control element in CEM. Different recipients can be grouped together to form a recipient type. You use the recipient type to assign a reference type, and therefore also an account assignment object, to the recipient. This enables you to make postings to FI/CO.

5HIHUHQFH�W\SH�

The reference type controls which account assignment object (for example, WBS element, project definition, CO order, cost center, PM order) is used for settlement purposes and for postings to FI/CO.

6HWWOHPHQW�LQGLFDWRU�

This indicator controls whether CEM basic data and settlement data for the appropriate recipient, standard recipient or dummy recipient is used in settlement. (3-level hierarchical access)!

6WDQGDUG�UHFLSLHQW�DQG�GXPP\�UHFLSLHQW�

These are fictitious recipients. Their CEM settlement data is valid for a group of recipients during CEM settlement. This entails less maintenance when you want to change the control parameters. You only need to make the changes in the master record of the fictitious recipient (standard recipient or dummy recipient) and the changes will take effect for all recipients in the group as of the next settlement run. (Please see ³6HWWOHPHQW�LQGLFDWRU´ above for further information).



6HWWOHPHQW�W\SH�

The settlement type determines how the recipient is settled. Together with the &DOHQGDU�,', the &RPSOHWH�PRQWK and the 1R��GD\V�PRQWK indicators in the CEM settlement data of the recipient master record, it forms an important factor in long-standing determination of settlement data. There are the following settlement types for long-standing data determination:

1. Complete months + remaining calendar days

2. Complete months + remaining working days

3. Calendar days

4. Working days

If you want to use method 1 or 3 (calendar days), you have to enter the number of calendar days per month (for example, 30) that you want the system to use as a basis for its calculations. If you want to use method 2 or 4 (working days), you have to enter the number of working days per month (for example, 20) that you want the system to use as a basis for its calculations.

In addition to the number of calendar or working days per month, you must also set the &RPSOHWH�PRQWK indicator to 1 or 2 for settlement types for which a complete month is relevant.

If the settlement type is 3, the system determines the actual number of calendar days. All other statistics, including the &DOHQGDU�,' indicator, have no effect on the calculation.

If the settlement type is 4, the system determines the number of working days by using the factory calendar (&DOHQGDU�,' indicator). All other statistics have no effect on the calculation.

1RUPDO�FDVH��LQWHUQDO�FRQVWUXFWLRQ�VLWHV�

To fulfill German requirements (commissioning month = 30 calendar days = 170 commissioning hours), you must make the following settings. These settings will vary from country to country. (Also valid for February):

6HWWOHPHQW�W\SH = 1 (complete month + remaining calendar days) and &RPSOHWH�PRQWK indicator = 2 (whole month is encompassed), 'D\V�PRQWK = 30 (calendar days), +RXUV�PRQWK = 170.

6SHFLDO�FDVH��MRLQW�YHQWXUHV�

If equipment is in operation on a construction site from Oct. 1st until Oct. 31st, then according to the contract, 31 days should be included in settlement and if equipment is in operation on a construction site from Nov. 1st until Nov. 30th then 30 days should be accounted for in settlement. The recommended settlement type in this case would be &DOHQGDU�GD\V.

5HWLUHPHQW�GDWH�IRU�WLPH�EDVHG�HTXLSPHQW�

If this indicator is set (in CEM settlement data in the recipient master record), the retirement date is included in the settlement of time-based equipment.

The retirement date is the actual date on which the physical shipping of the equipment from one usage site to the next takes place. If the activity type is changed several times after the equipment has been sent to a usage site, the last day of the last activity type before the CEM settlement run is QRW regarded as the retirement date from this usage site. This day is settled normally, in other words in accordance with the equipment activity and settlement type and the available shipping and PBE documents.

$FTXLVLWLRQ�GDWH�IRU�WLPH�EDVHG�HTXLSPHQW�

This date always counts when the commissioning period is calculated and is therefore always included in settlement. There is no special indicator in the recipient master record.

5HWLUHPHQW�GDWH�IRU�SHUIRUPDQFH�EDVHG�HTXLSPHQW��3%(��

This indicator determines whether the retirement date is included for performance-based equipment when you use the Filler Calendar for Performance-Based Equipment [Seite 119] function, in other



words whether hours are automatically generated for the retirement date. The hours are only generated if at least one unit of activity (for example, one hour) has been entered with a PBE report within the whole period of time. If no PBE report has been entered in the period of time, the equipment activity is calculated in accordance with the shipping document (special case).

8VH�

This indicator is only of importance for internal settlement and only when the filler calendar for PBE takes effect. If you have set the 5HWLUH'DWH�3%( indicator in the recipient master record, then the system generates a PBE document for the equipment on its retirement date when you execute the filler calendar function.

Only the actual units of activity (without hours that have been generated by the filler calendar) are included in external settlement for external sold-to parties. You cannot control this by using Customizing settings.

PBE reports that have been entered manually are always included in settlement. The 5HWLUH'DWH�3%( indicator does not exclude PBE reports that have been entered from settlement.

$FTXLVLWLRQ�GDWH�IRU�SHUIRUPDQFH�EDVHG�HTXLSPHQW��3%(��

Please see: ³5HWLUHPHQW�GDWH�IRU�SHUIRUPDQFH�EDVHG�HTXLSPHQW´.

3%(�DV�7%(�

If you set this indicator in the recipient master record, equipment that has been defined as performance-based equipment (Customizing for CEM under 2SHUDWLRQV�DQG�)XQFWLRQV�→ 6WRFN�&KHFN�IRU�(TXLSPHQW → 6WRFN�&KHFN�SHU�(TXL��7\SH�IRU�3HUIRUPDQFH�%DVHG�(TXL�) is treated as time-based equipment in settlement IRU�WKLV�UHFLSLHQW. This means that the equipment is not settled on the basis of the PBE report but on the basis of the shipping documents. You can find further information on this subject under Settlement PBE as TBE [Seite 146].

(TXLSPHQW�0DVWHU�5HFRUG�

7LPH�EDVHG�HTXLSPHQW�

Equipment that has been defined as time-based, for example a crane, is usually commissioned for a specific length of time on a specific usage site. This period of time is always settled in days for time-based equipment. The shipping document is used as basis for settlement for time-based equipment. The PBE document is not taken into account for time-based equipment. If it were, settlement would take place twice – once using the shipping document and once using the PBE document. Time-based equipment can be an equipment item or multipart equipment.

For further information, please see Settlement of Time-Based Equipment [Seite 141].

3HUIRUPDQFH�EDVHG�HTXLSPHQW�

Equipment that has been defined as performance-based, for example an excavator, is usually settled in hours on the basis of the PBE report. The performance-based equipment document is used as basis for settlement for performance-based equipment. If no PBE report has been created for the complete commissioning period, the shipping document is used as a basis for settlement. PBE is usually expensive equipment and managed in stock as an equipment item. To keep the equipment costs as comprehensive as possible, it is usually a good idea to create a separate PM order administrator (cost collector) for each equipment item.

Due to contractual agreements, PBE must sometimes be settled using the shipping document for specific ship-to parties (for example, joint ventures). If you want to represent this case in the system, you must set the 3%(�DV�7%( indicator in the recipient master record. You can find further information on this subject in the section PBE as TBE

and under Settlement of Performance-Based Equipment [Seite 144].



6WRFN�FKHFN�IRU�SHUIRUPDQFH�EDVHG�HTXLSPHQW�

A check takes place to determine whether the equipment type that has been defined for the equipment (in Customizing) is relevant to the stock check or not.

The 3ULFH�JURXS (material group) indicator in the equipment master record is only relevant to pricing.

(TXLSPHQW�LWHP�

You can find further information under ³3HUIRUPDQFH�EDVHG�HTXLSPHQW´. An equipment item is usually defined as performance-based equipment but can also be time-based equipment.

0XOWLSDUW�HTXLSPHQW�

Equipment such as drilling machines, grinders, scaffolding and shuttering that do not have their own inventory number. You cannot define multipart equipment as performance-based.

'RFXPHQW�(QWU\�

$FWLYLW\�DQG�VHWWOHPHQW�W\SH��$6�W\SH��

There are different activity and settlement types, for example, in operation, downtime, available for use. An activity type does not have to be a settlement type and vice versa.

Condition techniques and the pricing procedure in SD determine which condition types are used in settlement. For example, you can define that rental and repair costs are due when equipment is in operation, only rent has to be paid when the equipment has been assigned the activity type “downtime” and there are no extra costs at all when the equipment is available for use.

Equipment is in operation on a construction site for five days (activity type: “in operation”). For two of these five days, the activity type of the equipment is changed to “downtime” because no work was done on the construction site on these two days.

Result in settlement: the construction site is charged for 3 days in operation (for these three days the construction site has to pay rental and repair costs) and 2 days downtime (for these two days the construction site only has to pay rental charges).

For further information, please see: Settlement of Delivery and Activity [Seite 140].

$FTXLVLWLRQ�

We use the term acquisition when equipment is entered in the company stock for the first time, for example after it has been bought, leased or rented. You can send equipment directly to a usage site without having to first send it to the contractor’s yard, warehouse or storage location.

5HWLUHPHQW�

We use the term retirement when equipment is sold, scrapped or returned to an external rental service. The physical “retirement” of equipment when it is sent from one usage site to another usage site is not referred to as retirement but as shipping.

6KLSSLQJ�

All equipment, irrespective of whether it is performance-based or time-based, is usually sent from one usage site to another usage site by means of a shipping document (historical inventory management). In this case, building contractor’s yards and storage locations are also regarded as usage sites from which equipment can be sent.



&KDQJH�RI�DFWLYLW\�W\SH�

We use the term change of activity type to represent the case when the activity and settlement type of equipment on a usage site is changed as of a specific date but the equipment itself remains on the same site.

Equipment with activity and settlement type (AS type) "in operation" is sent to construction site A on Oct. 1st. The AS type is then changed to "available for use" on Nov. 14th and back to "in operation" on Nov. 20th. The settlement run takes place on Nov. 30th. The equipment is removed from construction site A on Dec. 15th. The commissioning time for this equipment on construction site A is hereby ended.

If the activity type is changed several times after the equipment has been sent to a usage site, the last day of the last activity type before the CEM settlement run is QRW regarded as the retirement date from this usage site. This day is settled normally, in other words in accordance with the equipment activity and settlement type and the available shipping and PBE documents. We only use the term retirement date when the equipment is physically sent from one usage site to the next.

&(0�6HWWOHPHQW�

&RPPLVVLRQLQJ�WLPH��

The commissioning time, or commissioning period, covers the time from the start of the usage period until the end of the usage period or until the settlement date if the equipment is still in use on the settlement date. It is of no importance how often the activity type for the equipment has been changed in this time.



6KLSSLQJ�'RFXPHQW�

'HILQLWLRQ�

A document that enables you to send equipment, materials (resources) or packages with information on quantity and activity type.

8VH�

You can perform the following with a shipping document:

• Send Equipment [Seite 32], material or a package to a usage site for the first time (acquisition)

• Send equipment, material or a Package [Seite 44] from one usage site to another usage site (shipping)

• Change the activity type of equipment

• Send equipment from a usage site for the last time (retirement)

• Clear a usage site

• Reset delivery (park document)

• Transfer confirmed requirements from planning

• Perform adjustment postings (inventory)

3UHUHTXLVLWHV�

• The equipment must be allowed for the document category “shipping document”.

• The equipment can only be entered in a shipping document once.

• The equipment type must have been assigned to an inventory management type (chronological inventory management, chaotic inventory management or no inventory management at all).

• If you want to ship materials (see: Shipping of Materials [Seite 101]), you must have entered an Intermediate Recipient [Seite 104].

6WUXFWXUH�

• Header and item data

• Data relevant to billing

• General data

• Document-specific data

+HDGHU�GDWD�IRU�WKH�VKLSSLQJ�GRFXPHQW�

'RFXPHQW�QXPEHU�

([WHUQDO�GRFXPHQW�QXPEHU�

6HQGHU� Building contractor’s yard 01

5HFLSLHQW� Construction site 02

Total weight 16 000 kg

'RFXPHQW�GDWH� 15.07.99



�

�

,WHP�RYHUYLHZ�IRU�HTXLSPHQW�

,WHP� (TXLSPHQW� 'HVF�� 4W\� 80� $7� 6HWWO��SFNJH�

LQG��


7RWDO�ZHLJKW�

� 5P�VWN�

8QLW�

10 10000055 Digger 1 Itm E 3301-0050 7.400 kg 0 Itm

20 10001460 Settl. pckge

1 Itm E Yes 0 Itm

,WHP�RYHUYLHZ�IRU�PDWHULDO�

,WHP� 0DWHULDO� 'HVF�� 4W\� 80� $7� 6HWWO��SFNJH�

LQG��


7RWDO�ZJKW�

� 5P�VWN�

8QLW�

30 1588 Shovel 3 Itm NH 628160 3 kg 47 Itm

40 1456 Wheel-barrow

5 Itm NH 628161 50 kg 0 Itm

50 1592 Fence 10 Itm NH 628162 400 kg 10- Itm

60 1593 Door 1 Itm NH 628163 60 kg 5- Itm



&UHDWLQJ�D�6KLSSLQJ�'RFXPHQW�

3UHUHTXLVLWHV�

You must know the following if you want to create a shipping document:

• which type of document you want to create (acquisition, retirement, change of activity type, shipping or inventory document)

3URFHGXUH�

1. On the initial screen choose /RJLVWLFV�→ &RQVWUXFWLRQ�(TXLSPHQW�0DQDJHPHQW�→ 7UDQVDFWLRQ�'DWD�→ 'RFXPHQWV�→ 6KLSSLQJ�'RFXPHQWV�→ &UHDWH or enter transaction -�*+.

2. The &UHDWH�6KLSSLQJ�'RFXPHQW��,QLWLDO�6FUHHQ appears.

3. Enter a document type.

The document type in Customizing controls which resources you can enter in the shipping document. The screen layout for the shipping document (settings in Customizing) determines which fields are displayed and which are hidden in the document, which fields are required entry fields and which are optional.

4. Choose (QWHU.

5. Enter an external document number.

If you do not enter an external document number in this field, the system saves the internal document number as the external document number.

6. Enter a document date. This date must be later than the valid-from date of the equipment you want to enter.

7. Enter a sender and/or a recipient in accordance with the document type. Depending on whether you are dealing with an acquisition, shipping, a change of activity type or a retirement, you must enter a sender and/or a recipient.

8. Enter your desired equipment or material on item level. Enter a quantity and an activity type for each item. You do not have to enter a quantity for equipment items. The system automatically enters the value 1.

You can only enter materials for which a material type has been defined in Customizing. Because of the link to Materials Management (MM), during shipping if the sender and/or recipient has reference type :DUHKRXVH the system posts a material document when you save the shipping document.

9. You can transfer equipment that has been planned from the requisition note to the shipping document by choosing 5HTXLUHPHQWV. This only applies to requirement items that have the status &RQILUPHG.

The status changes to reflect the fact that shipping has taken place when you transfer a requirements item. If you then delete this item from the shipping document, the status in the requisition note returns to &RQILUPHG and the item is displayed for this recipient again the next time you want to transfer confirmed requirements.

You can find further information on this subject under Changing and Displaying the Requirements Overview [Seite 72].



At present, the system does not perform a stock check to determine whether the equipment really is on the sending site.

10. Using function &OHDU�XVDJH�VLWH a list of equipment and material belonging to the sender appears. In this list you can change the quantity and the activity type and copy them to the shipping document.

11. Using +HDGHU��!,WHP�you can navigate between header and item data, for example if you want to change the document date, recipient, or so on.

12. Save your shipping document after you have entered all the items.

A message confirming that the data for the shipping document/shipping document number has been saved appears at the bottom of the screen.

5HVXOW�

You have created a Shipping Document [Seite 89].



&KDQJLQJ��'LVSOD\LQJ�DQG�&DQFHOLQJ�D�6KLSSLQJ�'RFXPHQW�

3UHUHTXLVLWHV�

• The shipping document or the item cannot have already been deleted, canceled or included in the settlement run.

• The item you want to change cannot have already been included in Location Setup [Seite 124].

3URFHGXUH�

&KDQJLQJ�D�VKLSSLQJ�GRFXPHQW�

1. On the initial screen choose /RJLVWLFV�→ &RQVWUXFWLRQ�(TXLSPHQW�0DQDJHPHQW�→ 7UDQVDFWLRQ�'DWD�→ 'RFXPHQWV�→ 6KLSSLQJ�'RFXPHQWV�→ &KDQJH or enter transaction -�*,.

2. The &KDQJH�6KLSSLQJ�'RFXPHQW��,QLWLDO�6FUHHQ appears.

3. Enter a document number. You can display the SD orders for this shipping document by choosing 'LVSOD\�GRFXPHQW IORZ. If you choose 'LVSOD\�GRFXPHQW�IORZ on item level, the system only displays the SD order for the item. If you double-click on the item you can branch directly to the SD order.

4. Choose (QWHU.

5. Add additional items to the shipping document.

You can define and save your own display variant using table settings.

6. Change the existing items.

You can change the quantity as long as no SD orders or follow-on documents have been created for the item.

7. You can delete an item by selecting it and then choosing�(GLW�→ 'HOHWH�LWHP.

8. Through menu entry 6KLSSLQJ�GRFXPHQW�→ &KDQJH�(QG�RI�8VDJH�3HULRG you can change the usage period for documents that do not have status 1 (standard). A table containing all items that can be changed appears.

9. If you choose (GLW�,QLWLDOL]H�→ /RJ you initialize the error log, for example containing errors from &RS\�UHTXLUHPHQWV.

10. If you have maintained the required CEM-specific settings in Customizing (&(0� → 2SHUDWLRQV� DQG� )XQFWLRQV� → 'RFXPHQW� 7\SHV� → 0HDVXUHPHQW� 'RFXPHQW� (QWU\� → 0HDVXUHPHQW�'RFXPHQW�(QWU\�LQ�6KLSSLQJ�'RFXPHQW) the symbol 0HDVXUHPHQW�'RFXPHQW appears in the shipping document. Using this function you can branch to the measurement document and maintain the measurement document data for a shipping document item.



'LVSOD\LQJ�D�VKLSSLQJ�GRFXPHQW�

1. On the initial screen choose /RJLVWLFV�→ &RQVWUXFWLRQ�(TXLSPHQW�0DQDJHPHQW�→ 7UDQVDFWLRQ�'DWD�→ 'RFXPHQWV�→ 6KLSSLQJ�'RFXPHQWV�→ 'LVSOD\ or enter transaction -�*-.

2. The 'LVSOD\�6KLSSLQJ�'RFXPHQW��,QLWLDO�6FUHHQ appears.

3. Enter a document number or choose an external document number.�



4. You can display a list of all shipping documents by choosing 'RFXPHQWV�→ 6KLSSLQJ�'RFXPHQWV�→ /LVW�RI�6KLSSLQJ�'RFXPHQWV. If you double-click on the document number, you can branch directly to the shipping document.

5. If you select function 3ULFH,QIR you branch to the cost overview for the selected item.

6. Choose (QYLURQPHQW�→ &KDQJH�'RFXPHQWV to branch to the change documents of the shipping document.

&DQFHOLQJ�D�VKLSSLQJ�GRFXPHQW�

1. On the initial screen choose /RJLVWLFV�→ &RQVWUXFWLRQ�(TXLSPHQW�0DQDJHPHQW�→ 7UDQVDFWLRQ�'DWD�→ 'RFXPHQWV�→ 6KLSSLQJ�'RFXPHQWV�→ &KDQJH or enter transaction -�*,.

2. The &KDQJH�6KLSSLQJ�'RFXPHQW��,QLWLDO�6FUHHQ appears.

3. Enter the document number that you want to cancel.

4. Choose 6KLSSLQJ�GRFXPHQW → &DQFHO�GRFXPHQW.�A dialog box appears. You must confirm the prompt if you are sure that you want to delete the document.

The status of the document items changes accordingly.

5. Save the shipping document.

6. If you call the document again in change mode, a message confirming that the document has been cancelled appears at the bottom of the screen.

You cannot change or add items to a shipping document that has been canceled/deleted. You can only display shipping documents that have been canceled/deleted.



&UHDWLQJ�D�6KLSSLQJ�'RFXPHQW�E\�&RS\LQJ�IURP�D�7HPSODWH�

3UHUHTXLVLWHV�

• The reference document determines the document category and transaction type.

8VH�

The reference document serves to help you enter data.

3URFHGXUH�

2. On the initial screen choose /RJLVWLFV�→ &RQVWUXFWLRQ�(TXLSPHQW�0DQDJHPHQW�→ 7UDQVDFWLRQ�'DWD�→ 'RFXPHQWV�→ 6KLSSLQJ�'RFXPHQWV�→ &UHDWH.

3. The &UHDWH�6KLSSLQJ�'RFXPHQW��,QLWLDO�6FUHHQ appears.

4. You have two options if you want to create a shipping document by copying:

− by choosing &RS\�IURP or 6KLSSLQJ�GRFXPHQW�→ &UHDWH�E\�FRS\LQJ on the initial screen

− by choosing &UHDWH�ZLWK�UHIHUHQFH on the entry screen.�The &UHDWH�6KLSSLQJ�'RFXPHQW��,QLWLDO�6FUHHQ appears.

4. Enter the number of the document to be copied and choose (QWHU. The document date, sender and recipient are displayed so that you can change them if required. Change this data if required and choose &RS\�to copy the whole document.

In the 'RFXPHQW�W\SH field you can change the document type.

If you only want to copy certain items, choose ,WHP�VHOHFWLRQ, select your desired items and choose &RS\. The system copies the items that you have chosen to the new shipping document.

You can display a log of any error messages.

5. Save your shipping document after you have entered all the items.


5HVXOW�

The shipping document has been created.



3DUNLQJ�DQG�5HOHDVLQJ�D�6KLSSLQJ�'RFXPHQW�

8VH�

You park a shipping document for the following reasons:

• to enter a delivery that you do not want to assemble until a later date

• to ensure that the documents are entered chronologically (for Inventory Management [Seite 102]).

3URFHGXUH�

1. On the initial screen choose /RJLVWLFV�→ &RQVWUXFWLRQ�(TXLSPHQW�0DQDJHPHQW�→ 7UDQVDFWLRQ�'DWD�→ 'RFXPHQWV�→ 6KLSSLQJ�'RFXPHQWV�→ &KDQJH.

The &KDQJH�6KLSSLQJ�'RFXPHQW��,QLWLDO�6FUHHQ appears.

2. Enter a document number or choose an external document number and choose (QWHU.

3. Choose 6KLSSLQJ�GRFXPHQW�→ 3DUN�UHOHDVH�GRFXPHQW�→ 3DUN�GRFXPHQW. The internal/external document status changes accordingly.

Equipment stock is not updated and material documents are not posted for documents that have been parked. This does not happen until the documents have been released. If the document has been parked, the equipment contained in it can be sent to other construction sites.

4. If you want to activate a shipping document that has been parked, choose 6KLSSLQJ�GRFXPHQW�→ 3DUN�UHOHDVH�GRFXPHQW�→ 5HOHDVH�GRFXPHQW.





&UHDWLQJ�D�6KLSSLQJ�'RFXPHQW�IURP�&RQILUPHG�5HTXLUHPHQWV�

8VH�

Using this function you can automatically create shipping documents based on confirmed CEM or work center requirements.

3UHUHTXLVLWHV�

Confirmed requirements must exist for the recipient on the document date.

3URFHGXUH�

To automatically generate shipping documents, proceed as follows:

1. On the initial screen choose /RJLVWLFV�→ &RQVWUXFWLRQ�(TXLSPHQW�0DQDJHPHQW�→ 7UDQVDFWLRQ�'DWD�→ 'RFXPHQWV�→ 6KLSSLQJ�'RFXPHQWV�→ &UHDWH�6KLSSLQJ�'RFXPHQWV�IURP�&RQILUPHG�5HTXLUHPHQWV or enter transaction �6$3&(0�96B&5($7(.

2. The &UHDWH�6KLSSLQJ�'RFXPHQWV�:LWK�&RQILUPHG�5HTXLUHPHQWV screen appears.

3. You can enter either the sender or the recipient.

If you enter the sender the system determines whether confirmed requirements exist for equipment for this sender. If so the system generates a simulated shipping document and displays a list of results. If you enter the recipient the system determines whether confirmed requirements exist for this recipient. A comparison against the stock from possible senders takes place. If a confirmed requirement can be met the system generates a simulated shipping document and displays a list of results.

4. Select the radio button <HV or 1R for 0DWHULDO�UHVHUYDWLRQ.

You can use these radio buttons to define whether the system displays existing material reservations. On the next screen you can copy this with the 5HVHUYDWLRQ button.

5. Restrict your selection in the screen areas 6KLSSLQJ�GRFXPHQW�GDWD, 5HTXLUHPHQW�SHULRG, and (TXLSPHQW�UHVWULFWLRQ.


7. A list of results appears.

8. Using the button 6SOLW�GRFXPHQW you can select individual items in a simulated shipping document and generate another simulated document for these items by pressing this button again.

9. If you select a correct simulated shipping document and press the button &UHDWH�GRFXPHQW the system generates the shipping document.

10. If you select a shipping document and choose the button 3DUN�'RFXPHQW the system parks the shipping document, meaning it is not available in CEM settlement.



/LVWLQJ�6KLSSLQJ�'RFXPHQWV�

3URFHGXUH�

If you want to display a list of existing shipping documents proceed as follows:

1. On the initial screen choose /RJLVWLFV�→ &RQVWUXFWLRQ�(TXLSPHQW�0DQDJHPHQW�→ 7UDQVDFWLRQ�'DWD�→ 'RFXPHQWV�→ 6KLSSLQJ�'RFXPHQWV�→ /LVW�RI�6KLSSLQJ�'RFXPHQWV or enter transaction �1�6$3&(0�6'/.

The /LVW�RI�6KLSSLQJ�'RFXPHQWV screen appears.

2. Select the data you want to display by entering the desired data in the screen areas 'RF��GDWD, +GU�GDWD, and (QWUG�&KQJG�E\, and choose ([HFXWH.

The 'RFXPHQW�GDWH and 1XPEHU�RI�'RFXPHQW�,WHPV fields are filled, however you can change them. The value in 1XPEHU�RI�'RFXPHQW�,WHPV specifies the maximum number of document items to be imported. If the number of imported data records exceeds this value a dialog box appears. If you choose 1R processing is terminated. If you choose <HV the first document items in the selection are displayed.

3. Using the functions )LUVW�&ROXPQ, /DVW�&ROXPQ, 3UHYLRXV�&ROXPQ, and 1H[W�&ROXPQ you can scroll through the list.



%$3,V�WR�0DLQWDLQ�&(0�6KLSSLQJ�'RFXPHQWV�

'HILQLWLRQ�

In the business object ShippingDocumentCEM the following methods and BAPIs (Business Application Programming Interfaces) are available to maintain shipping documents:

Methods:

• ShippingDocumentCEM.Cancel (cancel shipping document)

• ShippingDocumentCEM.Change (change shipping document)

• ShippingDocumentCEM.Create (create shipping document)

• ShippingDocumentCEM.GetDetail (shipping document details)

• ShippingDocumentCEM.Park (park shipping document)

• ShippingDocumentCEM.Release (release shipping document)

For more information see the documentation for the corresponding BAPIs:

• /SAPCEM/BAPI_SHIPDOCCEM_CANCEL

• SAPCEM/BAPI_SHIPDOCCEM_CHANGE

• SAPCEM/BAPI_SHIPDOCCEM_CREATE

• SAPCEM/BAPI_SHIPDOC_GETDETAIL

• SAPCEM/BAPI_SHIPDOCCEM_PARK

• SAPCEM/BAPI_SHIPDOCCEM_RELEAS

8VH�

BAPIs can be of assistance to users who do not have direct access to the SAP System or to companies that use distributed systems.



&OHDULQJ�D�8VDJH�6LWH�

8VH�

• If you want all the equipment and materials to be removed from a usage site in one operation.

• From the point of view of the sending site, this function serves as an aid to entering data with a stock overview.

3URFHGXUH�

20. On the initial screen choose /RJLVWLFV�→ &RQVWUXFWLRQ�(TXLSPHQW�0DQDJHPHQW�→ 7UDQVDFWLRQ�'DWD�→ 'RFXPHQWV�→ 6KLSSLQJ�'RFXPHQWV�→ &UHDWH.

The &UHDWH�6KLSSLQJ�'RFXPHQWV��,QLWLDO�6FUHHQ appears.

21. Enter the 'RFXPHQW�7\SH and choose (QWHU.

The &UHDWH�6KLSSLQJ�'RFXPHQW��,WHP�'DWD appears.

22. The &UHDWH�6KLSSLQJ�'RFXPHQW��,WHP�'DWD screen appears. Enter the date on which you want the usage site to be cleared or on which individual equipment items should be sent in the 'RFXPHQW�GDWH field.

23. Enter a sender in the 6HQGHU field and a recipient in the 5HFLSLHQW field.

24. Choose &OHDU�XVDJH�VLWH. A dialog box appears. It displays a list in which all the equipment and material from the sender is selected. You can copy all the selected items to the shipping document from here. A dialog box appears if errors occur whilst the data is being copied. You can display the log and make any necessary changes.


26. Save the shipping document.


5HVXOW�

The shipping document has been created.



6KLSSLQJ�RI�0DWHULDOV��

8VH�

You can use a shipping document to send not only equipment but also materials.

,QWHJUDWLRQ�

There is always a link to Inventory Management [Extern] if either the sender or the recipient in the shipping document is of reference type “warehouse/storage location”.

If you use a shipping document to send material to a warehouse (for example, acquisition of 26 items of material 4711), then as far as inventory management is concerned, this means an acquisition of 26 items in CEM as well as 26 items in MM.

You can branch to the material document by double-clicking on it in the shipping document.

If you post both equipment and materials in the same shipping document and you then discover that you did not want to post the material and you cancel it, the equipment is also cancelled.

Cancel the document completely and create a new document using the &RS\�IURP function.

If you create material documents in CEM you should also cancel them in CEM and not in MM. If you cancel them in MM you will no longer be able to call the shipping document.

Inventory Management [Seite 102]

Intermediate Recipient [Seite 104]

Material Master Data [Extern]



,QYHQWRU\�0DQDJHPHQW�

8VH�

We distinguish between inventory management for equipment and inventory management for materials. You can define on different levels whether you want inventory management to take place (for example, on document level, on recipient level, on equipment level or on material level) and which type of inventory management you want to take place. There are two types of inventory management:

• Chronological inventory management, without missing parts/shortfall quantities: you must enter the shipping documents in chronological order. This means that you cannot enter a shipping document to send equipment or material from usage site A (sender) to usage site B (recipient) until the equipment or material really is available (in stock) on usage site A (sender).

• Chaotic inventory management, with missing parts/shortfall quantities: you can enter a shipping document for equipment/material without it previously having been posted to the site you want to send it from. You can post the acquisition document for the sending site at a later date. Please see: Stock Control [Seite 122] for further information on this subject.

3UHUHTXLVLWHV�

You must have made the appropriate settings in Customizing for CEM.

$FWLYLWLHV�

0DNLQJ�VHWWLQJV�IRU�HTXLSPHQW�LQYHQWRU\�PDQDJHPHQW�

You can control the inventory management type for equipment on three levels in the following sequence:

• Document category

• Recipient type

• Equipment type

If you want to use chaotic inventory management for specific equipment, you must ensure that you have set chaotic inventory management on DOO of these three levels. If you do not do this, the system uses the inventory management type and chaotic inventory management is not the first in the set sequence of inventory management types in the system.

([DPSOH��

Inventory management for document category “shipping document” = chaotic

Inventory management for recipient type “internal construction site” = chronological

Inventory management for equipment type 2000 = chaotic (setting no longer necessary)

5HVXOW��inventory management would be chronological for equipment of equipment type 2000 and recipient of recipient type “internal construction site”.

([DPSOH��


Inventory management for recipient type “warehouse” = no inventory management

Inventory management for equipment type 2000 = chaotic (setting no longer necessary)

5HVXOW��no inventory management takes place for all recipients of recipient type “warehouse”.

0DNLQJ�VHWWLQJV�IRU�PDWHULDO�LQYHQWRU\�PDQDJHPHQW�

You can control the inventory management type for materials on two levels in the following sequence:

• Document category



• Material type/recipient type

If you want to use chaotic inventory management for specific materials, you must ensure that you have set chaotic inventory management on ERWK of these levels. If you do not do this, the system uses the inventory management type and chaotic inventory management is not the first in the set sequence of inventory management types in the system.


Inventory management for material type “non-consumable materials”/recipient type “internal construction site” = chaotic

5HVXOW��inventory management would be chaotic.



,QWHUPHGLDWH�5HFLSLHQW�

'HILQLWLRQ�

Physical material deliveries from one usage site to another (onward delivery) require a “warehouse/storage location” in the system as a type of intermediate recipient. This “warehouse” is known as the “intermediate recipient” in CEM.

8VH�

If materials are shipped from construction site to construction site, the warehouse, or intermediate recipient, must first purchase back the materials and then resell them to the next construction site. The intermediate recipient adopts the double role of the warehouse to which the sending construction site would return the materials and from which the receiving construction site would receive these materials.

The intermediate recipient must be of reference type “warehouse”. You can find more information on the intermediate recipient in the appropriate chapters of the IMG under:

• Define Document Types

• Intermediate Recipient per Organizational Structure

• Intermediate Recipient Indicator for Material Shipping

,QWHJUDWLRQ�

The system checks the intermediate recipient when you create a shipping document (see: Creating a Shipping Document [Seite 91]) if the resource “material” has been defined in the document type.

You can define an intermediate recipient per company code, business area and plant in Customizing. This intermediate recipient appears as default entry when you enter a shipping document but you change it in accordance with your Customizing setting.

6WUXFWXUH��,QWHUPHGLDWH�5HFLSLHQW�:LWKLQ�D�&RPSDQ\�&RGH��

�� !#"�$�%�%

�� &'�� (��)� ��*+��,�-� !�.��/��!10�%

�� 1�� 2��3��4 �� 35!�� /� !76�0�0�0

�� &1�� 2��3�&,1-� !�.��/��!70�%

Co. code 0001

Co. code 0001

Co. code 0001

Int. rcpntWarehouse 01Co. code 0001

Material repurchase(MP)

MS

Material sales (MS)

MR

Physical shipping

Physical shipping

Intermediate recipient in company code 0001

�� 1�� 3�� 8�� !1"�$�%�9

Co. code 0001

Physical shipping

MP

Int. RcpntWarehouse 01Co. code 0001

MS

Physical shipping

DebtorMS

MP



6WUXFWXUH��,QWHUPHGLDWH�5HFLSLHQW�$FURVV�'LIIHUHQW�&RPSDQ\�&RGHV��

�� '� ��(��3�� &�� !'"�$�%%

�� 1�� 2��)� ��* �,(-� !�.��/��!'0�%

�� 1�� 2��8�3� 4 �� 5�!�� /� !76�0�0�0

�� &1�� 2��3�&,1-� !�.��/��!70�%

Co. code 0001

Co. code 0002

Co. code 0001

EDI

EDI

Int. rcpntWarehouse 02Co. code 0002

Material repurchase(MP)

MS

Material sales (MS)

MR

Physical shipping

Physical shipping

Intermediate recipeint across different company codes

Debtor

MP

MS

Co. code 0001



3HUIRUPDQFH�%DVHG�(TXLSPHQW�'RFXPHQWV�

'HILQLWLRQ�

A performance-based equipment document contains the following information:

• actual number of hours worked per activity type and equipment

• operating hours of equipment

for a specific usage site.

8VH�

Depending on your company’s requirements, you can define whether you want performance-based equipment documents (PBE documents) to be entered as daily reports (multiple item entry), daily reports (single item entry) or as weekly reports. You can make this setting in Customizing for CEM under &(0�±�2SHUDWLRQV�DQG�)XQFWLRQV�→ 'RFXPHQW�7\SHV�→ 'HILQH�'RFXPHQW�7\SHV�→ 'HWDLOV�→ 3%(�GVSO\�YDU�

If you want to be able to use all three types of report, you must create three separate document types, each of category 3%(�GRFXPHQW, and then assign the appropriate PBE display variant to each of the three document types.

3UHUHTXLVLWHV�

• The PBE document must have been defined as a document type in Customizing

• It must be of document category: 3%(�GRFXPHQW

• The equipment that is entered in the PBE document must be:

− performance-based equipment

− an equipment item

− of document category: 3%(�GRFXPHQW

• If you want to use the measuring point functions, two measuring points/counters must have been created in the equipment master record for each equipment (an actual measuring point and a calculated measuring point) Appropriate settings must have been made in Customizing

• Equipment cannot have been entered as an item more than once in the same PBE document with the same ship-to party

• No Inventory Management [Seite 102] check takes place when you enter PBE reports

6WUXFWXUH�

• Header data

• General data for each item

• Data relevant to billing for each item

Example of a weekly report: recipients are 100050, 100101, 100102; equipment is 300000005 and 30000006

+HDGHU�GDWD�IRU�WKH�3%(�GRFXPHQW�

3HULRG� 01.02.1999 03.02.1999

([WHUQDO�GRFXPHQW�QXPEHU�

123



3HUVRQQHO�QXPEHU�

5HFLSLHQW�

(TXLSPHQW�

,WHP�GDWD�IRU�WKH�3%(�GRFXPHQW�

,WHP� 3HUV��QR��

5HFLSLHQW� (TXLSPHQW� $7� 80� ��

�� 0HDVXULQJ�SRLQW�

:%6�HOHPHQW�

10 100101 10000102 E H 3.000

1.000 1200 ESL004

20 100050 30000006 E H 2.000

2.000 1310 ESL003

30 100050 30000005 E H 4.000 1309 ESL003

40 100102 10000102 S H 1.000

1.000 1200 ESL002

,QWHJUDWLRQ�

You can find further information under Measurement Document [Extern] and Measuring Points and Counters (PM-EQM-SF-MPC) [Extern].



(QWHULQJ�D�3%(�'RFXPHQW�

8VH�

The function (QWHU�3%(�GRFXPHQW covers &UHDWH�3%(�GRFXPHQW and &KDQJH�3%(�GRFXPHQW.

3UHUHTXLVLWHV�

The document type for PBE documents must have been defined.

3URFHGXUH�

1. On the initial screen choose /RJLVWLFV�→ &RQVWUXFWLRQ�(TXLSPHQW�0DQDJHPHQW�→ 7UDQVDFWLRQ�'DWD�→ 'RFXPHQWV�→ 3%(�'RFXPHQWV → (QWHU.

2. The &UHDWH�3%(�'RFXPHQWV��,QLWLDO�6FUHHQ appears.

3. Enter the 'RFXPHQW�W\SH such as machine report.

The system only displays document types of document category 3%(�GRFXPHQW.

4. Choose &RS\.

5. The system displays the daily report (multiple item entry), daily report (single item entry) or the weekly report in accordance with the settings in Customizing.

6. In the report header data enter the SHULRG�RI�WLPH, the UHFLSLHQW, and, if appropriate, an H[WHUQDO�GRFXPHQW�QXPEHU.

If you are entering a lot of data at once, we recommend that you enter a complete month for the period and then navigate using 3UHYLRXV�FDOHQGDU�ZHHN and 1H[W�FDOHQGDU�ZHHN. This simplifies subsequent entry.

7. Choose (QWHU.

If you want to enter performance/activity units for PRUH�WKDQ�RQH�UHFLSLHQW�DQG�PRUH�WKDQ�RQH�HTXLSPHQW�LWHP in one document, we recommend that you use a variant.

If you want to enter PRUH�WKDQ�RQH�HTXLSPHQW�LWHP�IRU�RQH�UHFLSLHQW in one document, enter the recipient in 5HFLSLHQW field in the +HDGHU�GDWD area of the screen and leave the (TXLSPHQW�field empty. You can then enter the performance/activity units for several equipment items for this one recipient.

Or you may wish to enter data for RQH�HTXLSPHQW�LWHP�DQG�PRUH�WKDQ�RQH�UHFLSLHQW. If this is the case, proceed as described above, but enter the equipment number in the (TXLSPHQW field and leave the 5HFLSLHQW�field empty. You can then enter the equipment performance with the appropriate activity type for each recipient.

8. You can switch between item level and header level using the function ,WHP��!�+HDGHU.

9. You can enter user-specific data on item level using the button 8VHU�VSHF��GDWD. You can enter user-specific data for a specific day. If the user-specific data differs on day level entry on item level is not possible.

10. In the item data enter data for UHFLSLHQW, HTXLSPHQW and DFWLYLW\�W\SH and choose (QWHU. A dialog box appears requesting you to assign an actual/theoretical category to the measuring point. If you select a measuring point the assignment is automatic based on the Customizing settings under /RJLVWLFV�±�*HQHUDO��→�&(0��→�2SHUDWLRQV�DQG�)XQFWLRQV��→�'RFXPHQW�7\SHV��→�0HDVXUHPHQW�

'RFXPHQW�(QWU\��→�0HDVXUHPHQW�'RFXPHQW�(QWU\�LQ�3%(�'RFXPHQWV.

11. You only have to assign one or two measuring point(s) to the equipment item the first time you enter a PBE document for this equipment item.



The Measuring Point [Extern] must have already been defined in the equipment master record under ([WUDV�→ 0HDVXULQJ�SRLQWV�FRXQWHUV. Settings are also required in Customizing for CEM and Customizing for Plant Maintenance.

12. Choose ([HFXWH� A dialog box appears displaying the selected measuring point(s) for the equipment.

13. Accept this data.

14. Enter the performance/activity units for the appropriate days.

The system only displays the measurement document for entering the counter reading on the day that has been defined in Customizing under &(0�±�2SHUDWLRQV�DQG�)XQFWLRQV� → 'RFXPHQW�7\SHV� → 'HILQH�'RFXPHQW�7\SHV. Enter the correct value for the counter reading and choose %DFN.

15. Place the cursor in the quantity field for the date. You can branch to the measuring document for this day (if one exists) by choosing 'HWDLOV�→ 0HDVXULQJ�GRFXPHQW�→ 'LVSOD\.

16. You can display information on the activity type, number of hours and the utilization of capacity as a percentage in the time period you have entered by choosing 8VDJH�VWDWHPHQW.


A message confirming that the data for the PBE documents has been saved appears at the bottom of the screen.

18. If no stock exists you can park the PBE document using 3%(�'RFXPHQW → 3DUN�,WHP → 3DUN�,WHP.

19. You can park or release the PBE document using report /SAPCEM/AUSPARKEN_LGBELEG.

20. You can delete or reverse LG documents that are not settled.

5HVXOW�

PBE-documents have been created.

You can display PBE documents that have been entered by choosing 'RFXPHQW�/LVW�IRU�3%( and making the appropriate selection. You can display additional information such as date created, user, measuring point and so on with 6HOHFW�,WHP → &KRRVH�GHWDLO.

If you want to change existing PBE documents proceed as described in points 1 to 7 above, make the desired changes, and save.

If you want to delete an item, select it and choose 'HOHWH�/LQH.



'LVSOD\LQJ�D�3%(�'RFXPHQW�

3UHUHTXLVLWHV�

Performance/activity units have already been entered for the period of time in question.

3URFHGXUH�

1. On the initial screen choose /RJLVWLFV�→ &RQVWUXFWLRQ�(TXLSPHQW�0DQDJHPHQW�→ 7UDQVDFWLRQ�'DWD�→ 'RFXPHQWV�� → 3%(�'RFXPHQWV�� → 'LVSOD\.

The 'LVSOD\�3%(�'RFXPHQW��,QLWLDO�6FUHHQ appears.

2. Enter the document type and choose (QWHU.

The 3%(�'RFXPHQW��0$&+,1(6��'LVSOD\�+HDGHU�DQG�,WHP�'DWD��'HWDLO screen appears.

The system only displays document types of document category 3%(�GRFXPHQW.

3. Enter the relevant period and recipient, and choose (QWHU.

Evaluations and Reporting Functions:

You can display a list of PBE documents by choosing 'RFXPHQWV�→ 3%(�'RFXPHQWV�→ 'RFXPHQW�/LVW�IRU�3%(� → �'RFXPHQW�/LVW�IRU�3%(.

You can display this information in graphical form by choosing 'RFXPHQWV�→ 3%(�'RFXPHQWV�→ 'RFXPHQW�/LVW�IRU�3%(� → �(YDOXDWLRQ�RI�+RXUV.

You can display PBE documents by choosing 'RFXPHQWV�→ 3%(�'RFXPHQWV�→ 'RFXPHQW�/LVW�IRU�3%(� → 'LVSOD\�3%(�'RFXPHQW.



&DOHQGDU�0DLQWHQDQFH�

8VH�

In accordance with settings for the Settlement Calendar [Seite 112] (date, activity type and access sequence), you can takes changes of activity type into account in settlement without shipping documents having previously been created.

Likewise, performance-based equipment reports (PBE reports) can be generated with the Filler Calendar for Performance-Based Equipment [Seite 119] in accordance with the settings for date, activity type and access sequence for this calendar.

,QWHJUDWLRQ�

The data that is created by calendar maintenance is processed using the condition technique in the SD order.

3UHUHTXLVLWHV�

• The settlement calendar only takes shipping documents into account.

• The PBE filler calendar only takes effect for performance-based equipment (PBE reports).

)HDWXUHV�

• In accordance with the access sequence that has been defined for settlement, the settlement calendar simulates a change of activity type.

• The PBE filler calendar creates missing PBE reports or completes existing PBE reports that are incomplete.

$FWLYLWLHV�

The appropriate settings must have been made in Customizing and appropriate transaction data must have been defined.



6HWWOHPHQW�&DOHQGDU�

8VH�

The settlement calendar enables you to enter and store important settlement data for equipment on different levels per day or period of time. It consists of the following functions:

• Creating a Settlement Calendar [Seite 114]

• Releasing Entries in a Settlement Calendar [Seite 116]

,QWHJUDWLRQ�

You have to release all the entries in the settlement calendar after you have entered them. Entries in the settlement calendar will not be taken into account in the Generation of SD Orders [Seite 139] until they have been released.

3UHUHTXLVLWHV�

You can make settings in Customizing to control the following:

• which settlement and activity type is taken into account in the settlement calendar

• whether the settlement calendar or the document activity and settlement type is dominant (Customizing for &(0�→ 2SHUDWLRQV�DQG�)XQFWLRQV�→ 6HWWOHPHQW�→ 6HWWOHPHQW�&DOHQGDU)

• which access sequences the system uses (Customizing for &(0�→ 2SHUDWLRQV�DQG�)XQFWLRQV�→ 6HWWOHPHQW�→ 3ULFLQJ).

)HDWXUHV�

Users should make entries in the settlement calendar. Releasing entries has a major impact on the generation of SD orders. The release acts as a type of control mechanism and should be carried out by an authorized person.

The settlement calendar is only of relevance for shipping documents and QRW for PBE documents.

([DPSOH��

Equipment is in operation on construction site A from December 1st until December 30th. No work is done on construction site A on December 12th due to severe weather conditions. So that this can be taken into account in settlement, the appropriate activity type for bad weather is set on construction site level for this site and on this date.

5HVXOW�LQ�VHWWOHPHQW��the activity type for bad weather is used in settlement for all equipment on this construction site and on this date Equipment is split into several SD items in CEM Settlement [Seite 121]. Different settlement condition records can be used depending on the activity and settlement type. You can define these using condition techniques in the SD module.

([DPSOH��

The whole company is shut down from December 24th until January 3rd. If you want this to be taken into account in settlement, you must make appropriate settings on the highest access level (company code).

5HVXOW�LQ�VHWWOHPHQW��DOO equipment on DOO�construction sites in this company code is settled with activity and settlement type “shutdown” from December 24th until January 3rd.

The following hierarchical levels have been defined:

• 'HELWHG�FRPSDQ\�FRGH�±�GHELWHG�EXVLQHVV�DUHD�±�UHFLSLHQW�±�HTXLSPHQW (most exact setting)�

• 'HELWHG�FRPSDQ\�FRGH�±�GHELWHG�EXVLQHVV�DUHD�±�UHFLSLHQW�±�HTXLSPHQW�W\SH�



• 'HELWHG�FRPSDQ\�FRGH�±�GHELWHG�EXVLQHVV�DUHD�±�UHFLSLHQW�

• 'HELWHG�FRPSDQ\�FRGH�±�GHELWHG�EXVLQHVV�DUHD�

• 'HELWHG�FRPSDQ\�FRGH (least exact setting)



&UHDWLQJ�D�6HWWOHPHQW�&DOHQGDU�

3UHUHTXLVLWHV�

The access sequences and activity and settlement types used in the settlement calendar must have been defined in Customizing.

3URFHGXUH�

1. On the initial screen choose /RJLVWLFV�→ &RQVWUXFWLRQ�(TXLSPHQW�0DQDJHPHQW�→ 7UDQVDFWLRQ�'DWD�→ &DOHQGDU�0DLQWHQDQFH�→ 6HWWOHPHQW�&DOHQGDU�→ &UHDWH�&XUUHQW.

The &UHDWH�6HWWOHPHQW�&DOHQGDU screen appears.

2. Place the cursor on the access sequence that you want to use and choose (GLW�→ &KRRVH or double-click on the appropriate access sequence.

Debited company code – debited business area – recipient

3. Enter the appropriate factory calendar and select the data for the conditions.

4. Choose ([HFXWH.�

A screen displaying the settlement calendar appears.

5. Place the cursor on the required date and choose $VVLJQ. Proceed with (9) if you wish to work without block selection.

6. If you wish to select a period of time, for example from 12.05. until 12.20., place the cursor on 12.05. and choose 6HOHFW�EORFN�OLPLW. Then place the cursor on 12.20. and choose 6HOHFW�EORFN�OLPLW�again. The period of time that you have selected is shown in a different color. Choose $VVLJQ.

7. Choose a settlement type in the dialog box that appears by double-clicking on it (use F4 possible entries help) and then choose &RS\.

The period of time that you have just defined is now displayed in the color of your chosen activity type (settings in Customizing). You can delete an assignment by selecting another period of time and choosing )XQFWLRQV�→�8QGR�DVVLJQPHQW�



5HVXOW�

As for the access sequence, the desired settlement type has been assigned to the period of time that you have defined. The shipping document items are split when the SD orders are generated.

Shipping document from usage site 1 to usage site 2, document date Dec. 5th with activity type “in operation”. Equipment 4711 remains on usage site 2 until Jan. 10th. The settlement calendar dictates “shutdown” from Dec. 23rd until Dec. 31st.

Result of settlement on Dec. 31st:

• Item 10, equipment 4711: Dec. 5th until Dec. 22nd Settlement with activity and settlement type “in operation”

• Item 20, equipment 4711: Dec. 23rd until Dec. 31st Settlement with activity and settlement type “shutdown”



You can find further information on procedures under Releasing Records from the Settlement Calendar [Seite 116].



5HOHDVLQJ�5HFRUGV�IURP�WKH�6HWWOHPHQW�&DOHQGDU�

3UHUHTXLVLWHV�

Periods of time must have been defined in the settlement calendar and appropriate settlement types must have been assigned to them. You can find further information under Creating a Settlement Calendar [Seite 114].

3URFHGXUH�

1. On the initial screen choose /RJLVWLFV�→ &RQVWUXFWLRQ�(TXLSPHQW�0DQDJHPHQW�→ 7UDQVDFWLRQ�'DWD�→ &DOHQGDU�0DLQWHQDQFH�→ 6HWWOHPHQW�&DOHQGDU�→ 5HOHDVH�&XUUHQW.

The 5HOHDVH�6HWWOHPHQW�&DOHQGDU screen appears.

In the same way as for &UHDWH�6HWWOHPHQW�&DOHQGDU, you have to access the calendar at a certain level. In accordance with the authorization concept, you can release records directly from the highest level (company code).

2. Choose the appropriate access sequence (level).

3. Select the data for the conditions.

4. Choose ([HFXWH.�A screen displaying the settlement calendar appears.

5. Choose 5HOHDVH�FXUUHQW.

The structure (release list) appears as follows:

− Not released

− Released

− Rejected

6. Choose (GLW�→ ([SDQG.

The system displays the entries that have been entered in the settlement calendar (levels) under their corresponding status.

8. Place the cursor on the level that you would like to release and choose (GLW�→�6HOHFW.

9. Choose the 5HOHDVH icon or 5HOHDVH�→ 5HOHDVH from the menu.

10. The level and period of time you have just released is displayed in the structure under %HLQJ�SURFHVVHG��,Q�SURFHVV��→ 5HOHDVH.

11. Save your settings.

12. You automatically return to the settlement calendar. Repeat steps 6 and 7.

13. The system displays the levels you have released in the structure under 5HOHDVHG.

You can cancel the release on the level (period of time) as long as it has not been included in an SD settlement run. After it has been included in the run, you can no longer cancel the release.

14. If you want to cancel the release, select the appropriate level. Choose (GLW → 5HOHDVH�→ &DQFHO�UHOHDVH.�The system then displays this level in the structure under 1RW�UHOHDVHG.

You can also reject a release. If you want to do this, the entry cannot have been released and must still appear in the structure under 1RW�UHOHDVHG.



15. Select the appropriate entry. Choose 5HOHDVH → 5HMHFW�UHOHDVH.�A dialog box appears. Enter a reason for the rejection in this dialog box. The reasons for rejection must have been defined beforehand in Customizing.

16. Accept this data.

17. If you choose 5HOHDVH�→ 'DWD�HQWU\�LQIRUPDWLRQ you can display information on the period of time entered, activity type, reason for rejection, user name and the date on which this record was entered in the system.

5HVXOW�

The entries in the calendar have been released or rejected. They can now be included in CEM Settlement [Seite 121].

Several equipment items with activity type “in operation” were sent to recipient A with a shipping document on March 1st.

Data is entered and released from the settlement calendar for March 3rd with the activity type “downtime” for recipient A. (Customizing settings dictate that the settlement calendar takes precedence over the document activity and settlement type for the activity type “downtime”).

5HVXOW�RI�6HWWOHPHQW�RQ�0DUFK��

��

Equipment is settled as follows for recipient A:

From March 1st to March 2nd using activity type ,Q�RSHUDWLRQ

From March 3rd to March 3rd using activity type 'RZQWLPH (from settlement calendar)

From March 4th to March 30th using activity type ,Q�RSHUDWLRQ

&RPSDULVRQ��

If you wanted to achieve this result with shipping documents, you would have to proceed as follows:

• manually change the activity type of all pieces of equipment on recipient A on March 3rd to “downtime”

• manually change the activity type of all pieces of equipment on recipient A as of March 4th back to “in operation”



(QWU\�/LVW�

8VH�

The entry list displays which user made which entries in the settlement calendar.

3UHUHTXLVLWHV�

• Entries have been made in the settlement calendar. You can find further information under Creating a Settlement Calendar [Seite 114].

• The entries in the settlement calendar should not have been released.

3URFHGXUH�

1. Choose /RJLVWLFV → &RQVWUXFWLRQ�(TXLSPHQW�0DQDJHPHQW → 7UDQVDFWLRQ�'DWD�from the R/3 initial screen.

(The &(0�±�7UDQVDFWLRQ�'DWD screen appears.)

2. Choose &DOHQGDU�0DLQWHQDQFH�→ 6HWWOHPHQW�&DOHQGDU�→ (QWU\�/LVW�

The (QWU\�/LVW�6HWWOHPHQW�&DOHQGDU screen appears.

3. Enter appropriate data in the &UHDWHG�E\, 'DWH or $FWLYLW\�W\SH fields.

4. Choose 3URJUDP�→ ([HFXWH�or the�([HFXWH�icon.

5HVXOW�

Entries that not yet been released from the settlement calendar are displayed in accordance with your selection criteria.



)LOOHU�&DOHQGDU�IRU�3HUIRUPDQFH�%DVHG�(TXLSPHQW�

8VH�

The PBE filler calendar generates missing PBE documents or completes existing PBE reports that are incomplete. In praxis it is used as a type of controlling mechanism or “educational measure”.

The construction workers/the construction site manager has forgotten to enter PBE documents for excavator A on 04.04. The excavator was being repaired on this date, however the missing 8 hours for the 04.04. are nevertheless still filled and settled with activity and settlement type “in operation” as defined in the filler calendar for PBE.

,QWHJUDWLRQ�

PBE documents that are then taken into account in the Generation of SD Orders [Seite 139] are generated by the following function:

• Filling Performance-Based Equipment Documents [Seite 126]

3UHUHTXLVLWHV�

• At least one unit of activity must have been entered manually for the equipment in the commissioning period.

• If you want to be able to complete/fill PBE documents, you must have defined a VHSDUDWH document type for which the *HQHUDWH�KRXUV indicator has been set. (Customizing for CEM under 2SHUDWLRQV�DQG�)XQFWLRQV�→ 'RFXPHQW�7\SHV�→ 'HILQH�'RFXPHQW�7\SHV and $FWLYLW\�7\SHV�SHU�'RFXPHQW�7\SH� → $VVLJQ�$FWLYLW\�7\SHV�SHU�'RFXPHQW�7\SH).

• You must have defined for which activity type you want missing daily documents to be created or existing documents to be completed. You can do this in Customizing for &(0�XQGHU�&(0�±�2SHUDWLRQV�DQG�)XQFWLRQV�→ 6HWWOHPHQW�→ )LOOHU�&DOHQGDU�IRU�3HUIRUPDQFH�%DVHG�(TXLSPHQW�→ 0DLQWDLQ�)LOOHU�&DOHQGDU�IRU�3HUIRUPDQFH�%DVHG�(TXLSPHQW.

)HDWXUHV�

You can define, on different levels and for each activity type, the maximum number of hours that the system creates or fills with which activity type if there are gaps in the documents.

The PBE filler calendar is only relevant to performance-based equipment.

$FWLYLW\�

You can find further information under Creating a Filler Calendar for Performance-Based Equipment [Seite 120].



&UHDWLQJ�D�)LOOHU�&DOHQGDU�IRU�3HUIRUPDQFH�%DVHG�(TXLSPHQW�

3UHUHTXLVLWHV�

If you want entries in the PBE filler calendar to be taken into account, you must ensure that the following prerequisites have been fulfilled:

• the equipment type for the equipment in question must be defined as subject to an inventory check

• the indicator for the PBE filler calendar must be set correctly in the recipient master record

3URFHGXUH�

1. On the initial screen choose /RJLVWLFV�→ &RQVWUXFWLRQ�(TXLSPHQW�0DQDJHPHQW�→ 7UDQVDFWLRQ�'DWD�→ &DOHQGDU�0DLQWHQDQFH� → 3%(�&DOHQGDU� → &UHDWH�&XUUHQW.

The 0DLQWDLQ�)LOOHU�&DOHQGDU�IRU�3HUIRUPDQFH�%DVHG�(TXLSPHQW screen appears.

2. Select your desired access sequence and then choose (GLW�→ &KRRVH.

Debited company code – recipient type

3. Enter the appropriate factory calendar and select the data for the conditions.

4. Enter the appropriate activity and settlement type defined in Customizing for the following:

− COMPLETE REPORTS (ActvtyType)

− CREATE REPORTS (ActvtyType)

5. Choose ([HFXWH.

A screen displaying the filler calendar for performance-based equipment appears.

6. Place the cursor on the required date and choose $VVLJQ. Proceed with (9) if you wish to work without block selection.

7. If you wish to select a period of time, for example from 02.01. until 02.28., place the cursor on 02.01. and choose 6HOHFW�EORFN�OLPLW. Then place the cursor on 02.28. and choose 6HOHFW�EORFN�OLPLW�again. The period of time that you have selected is shown in a different color. Choose $VVLJQ.

8. A dialog box appears. Define for how many hours per day you want PBE reports to be completed or missing ones created and choose &RS\. Please note that there are separate entry options for public holidays and days that are not workdays.

The period of time that you have just defined is now displayed in the color of your chosen activity type (settings in Customizing). You can delete an assignment by selecting another period of time and choosing )XQFWLRQV�→�8QGR�DVVLJQPHQW�



5HVXOW�

Your entries have been made in the filler calendar for performance-based equipment. You can find further information under Filling of PBE Reports [Seite 126].



&(0�6HWWOHPHQW�

3XUSRVH�

When we talk about CEM settlement, we are referring to automatic SD Order Generation [Seite 139] including its determination of the appropriate condition types for the individual activity and settlement types per usage site and then subsequent billing and updating in FI/CO.

CEM settlement automates the complex internal and external creation of SD documents. SD orders are generated on the basis of existing shipping and PBE documents. It does not make any difference whether the objects are in the same company code or in different company codes. The system converts the shipping documents and PBE documents into SD orders. These SD orders can then be billed.

You can settle equipment according to commissioning (corresponding to the date of the shipping document and using exact days) or according to activity (corresponding to the performance-based equipment document and using exact hours). Usually (old logic) you determine the settlement type that you use (commissioning only, activity only, both, neither) using the indicator 6WRFN�FKHFN�SHU�HTXLSPHQW�W\SH�IRU�SHUIRUPDQFH�EDVHG�HTXLSPHQW in Customizing for CEM, and the indicator 3%( or 7%( (settle performance-based equipment as time-based equipment) in the recipient master record of the recipient for settlement.

The new settlement logic derives the settlement type from two indicators in the equipment master record (by commissioning, by activity) and the above-mentioned indicator in the recipient master record. The system settles shipping documents if the indicator 6HWWOHPHQW�E\�FRPPLVVLRQLQJ is set in the equipment master. The system settles performance-based equipment documents (PBE documents) if the indicator 6HWWOHPHQW�E\�DFWLYLW\ is set in the equipment master and the indicator 6HWWO�3%(�DV�7%( is not set in the recipient master.

In Customizing for CEM under 2SHUDWLRQV�DQG�)XQFWLRQV�→ 6HWWOHPHQW�→ 6HWWOHPHQW�%DVLF�'DWD�→ 1HZ�/RJLF�6'�6HWWOHPHQW�3%(�DV�7%( you can set the indicator of the same name if you want to execute settlement according to the new logic.

3UHUHTXLVLWHV�

Shipping Documents [Seite 89] and PBE Documents [Seite 106] must exist.

3URFHVV�)ORZ�

A central body (depending on authorization group) usually starts the settlement run a few days after the end of the month since it is presumed that all the shipping documents and PBE documents have been entered in the system by then. You should execute these functions connected with settlement in the following order:

• Location Setup [Seite 124]

• Filling of Performance-Based Equipment Reports [Seite 126]

• Recipient Data Check [Seite 155]

• Generating SD Orders [Seite 157]

• Input Postprocessing [Seite 163]

• SD Order Check [Seite 164]

• Settlement List [Seite 166]

5HVXOW�

The system has generated internal and external SD orders.



6WRFN�&RQWURO�

8VH�

This is a function that finds missing shipping documents or incorrect stock data and displays this information in a table with colors to ease comprehension. It is only sensible to use the stock control function for chaotic inventory management. You should perform a stock control before you execute the Location Setup [Seite 124].

$FWLYLWLHV�

If the stock control function finds incorrect documents, you have to correct the errors before you continue. You must repeat the above step until you have corrected all the errors. The last run should be an update run.



3HUIRUPLQJ�6WRFN�&RQWURO�

3URFHGXUH�

1. On the initial screen Choose /RJLVWLFV → &RQVWUXFWLRQ�(TXLSPHQW�0DQDJHPHQW → 7UDQVDFWLRQ�'DWD�→ 6HWWOHPHQW�→ 6WRFN�&RQWURO.

The 6WRFN�&RQWURO screen appears.

2. You can make appropriate restrictions using the recipient, equipment�or materials.


5HVXOW�

The system displays a hit list. You can change this list by choosing 6HWWLQJV�→ 'LVSOD\�YDULDQW�→ &XUUHQW��.



/RFDWLRQ�6HWXS�

8VH�

This function is used in conjunction with chaotic Inventory Management [Seite 102]. It enables you to keep the correct chronological order of shipping documents for equipment (equipment items and multipart equipment) and materials.

,QWHJUDWLRQ�

If chaotic inventory management is being used, you must have executed a complete location setup before SD orders can be generated in CEM Settlement [Seite 121]. This ensures that the documents from chaotic inventory management are transferred to historical stock from where they can then be included in settlement.

Only authorized persons should execute a location setup since the location setup changes the status of the shipping documents definitively. You can no longer make any more changes to the shipping documents after location setup has been executed.

3UHUHTXLVLWHV�

Incorrect stock chains must have been corrected using the Stock Control [Seite 122] function. You must correct any stock errors for equipment items before you can execute a location setup. As far as multipart equipment and materials are concerned, it is advisable to correct any errors before executing a location setup.

You should correct missing parts and shortfall quantities for multipart equipment and materials manually at regular intervals.

$FWLYLWLHV�

Execute the location setup directly or in the background. Background processing has the following advantages:

• Incorrect stock chains are transferred to historical stock and saved automatically.

• The system displays incorrect stock at the end of the location setup and you can then correct these errors.



([HFXWLQJ�D�/RFDWLRQ�6HWXS�

3URFHGXUH�

1. On the initial screen choose /RJLVWLFV → &RQVWUXFWLRQ�(TXLSPHQW�0DQDJHPHQW → 7UDQVDFWLRQ�'DWD�→ 6HWWOHPHQW�→ /RFDWLRQ�6HWXS.

2. Select your data using the restrictions for date, recipient (only for multipart equipment and materials), equipment and materials or execute a complete location setup before CEM settlement.

3. Choose 3URJUDP�→ ([HFXWH�LQ�EDFNJURXQG.

If you want to run an update run, remove the 7HVW�UXQ indicator. If you only want to display the error log (and not a list of stock) set the indicator 2QO\�GLVSOD\�HUURU�ORJ. If you set the indicator 1HJDWLYH�VWRFN�DOORZHG the system allows negative stock for multipart equipment and material in the location. To avoid problems during settlement do not set this indicator. The system does not consider negative stock during settlement.


5. The system displays a list containing all the data for your selection.

6. Save the location setup.

7. Correct erroneous entries and execute the location setup again. Repeat this procedure until you have corrected all the errors.

8. Save the location setup.

5HVXOW�

You have created historical stock that can be taken into account in settlement.



)LOOLQJ�RI�3HUIRUPDQFH�%DVHG�(TXLSPHQW�5HSRUWV�

8VH�

The filler calendar for performance-based equipment allows you to do the following for internal activity settlement:

• Create a performance-based equipment (PBE) report for missing days (days that have not been accounted for at all) and fill these days with, for example, the activity and settlement type “in operation”.

• Complete reports for days on which a report exists but has not been fully maintained (in other words, fill gaps in the report up to a maximum number of hours per day).

,QWHJUDWLRQ�

You can make Customizing settings to determine whether the Settlement Calendar [Seite 112] or the Performance-Based Equipment Calendar [Seite 119] takes precedence in SD settlement.

3UHUHTXLVLWHV�

• In the appropriate recipient master record, you must have defined whether you want missing PBE documents to be created and/or existing ones to be completed

• Whether you want the acquisition date and the retirement date for PBE to be taken into account when hours are generated (taking the presumptions below into account)

• You must know the location of the performance-based equipment via the shipping documents (historical stock)

• You can only create or complete hours for periods of time for which at least one PBE report has been entered manually.

• The equipment type for the performance-based equipment must be relevant to stock checks.

)HDWXUHV�

Creates a separate document type for generated PBE reports from the filler calendar for PBE.

Before the monthly settlement run for PBE takes place, the system displays in color the periods of time on usage sites where no equipment activity in the form of PBE reports has been entered. You should pay particular attention to the retirement date on the sending construction site and the acquisition date on the receiving construction site.

The following presumptions have been made:

• The standard case accounts for a constant (daily) change of PBE. This means that the system does not generate any hours on the retirement date (for example, retirement date for sending construction site is Feb. 22nd). Presumption is that a PBE report will be entered for the receiving party on the acquisition date (Feb. 22nd).

• If neither the sending party nor the receiving party enter a PBE report, PBE reports are generated with the activity type “in operation” for both parties.

• In the case of onward delivery (construction site to construction site), it is presumed that hours will not be generated by the other party if at least one PBE report has been entered on either the retirement date (sending construction site) or the acquisition date (receiving construction site).



)LOOLQJ�3%(�'RFXPHQWV�

3UHUHTXLVLWHV�

• PBE documents that have been entered manually

• Entries must have been made in the calendar (see: Creating a Filler Calendar for Performance-Based Equipment [Seite 120]).

• The indicator for filling PBE documents must have been set in the recipient master record.

3URFHGXUH�

1. On the initial screen Choose /RJLVWLFV → &RQVWUXFWLRQ�(TXLSPHQW�0DQDJHPHQW → 7UDQVDFWLRQ�'DWD�→ 6HWWOHPHQW�→ )LOO�3%(�'RFXPHQWV.

The )LOO�3%(�'RFXPHQWV screen appears.

2. Enter the document type that has been defined specially for the PBE filler calendar.

3. Enter the appropriate sales area (sales organization, distribution channel, division) and the settlement period.


A screen displaying the commissioning time for the equipment (according to the shipping document) on the usage site appears. There may be the following entries:

− Location record with PBE documents exists

− Location record without PBE documents exists

6. Fill the report by choosing (GLW�→ )LOO�UHSRUW.�The display changes. The following key appears:

− Do not create/complete, PBE document exists

− Do not create/complete, no PBE document exists

− Missing daily reports are created

− Existing daily reports are completed

7. Save the PBE documents.

5HVXOW�

You have created and/or completed PBE documents.

Settings:

Period Feb. 1st until Feb. 29th has been defined with create/complete up to 8 hours incl. (but no hours should be generated at the weekend or on public holidays). Complete hours with the activity and settlement type “downtime” and create hours with the activity and settlement type “in operation”.

The indicator for ILOOLQJ�3%(�GRFXPHQWV (Å create and complete) has been set in the recipient master record for construction sites 100050 and 100004. This indicator will only take effect if the stock check for PBE has been set in Customizing.

A stock check has been defined for equipment type 2000, for example. This means that you must enter a shipping document before a PBE report can be entered.

The retirement date PBE (5HWLUH'DWH�3%() and acquisition date PBE ($FT��GWH�FRXQWV) indicators have been set for recipient 100050 and 100004, in other words, these dates will be taken into account when the PBE calendar is filled.

Example 1 [Seite 129]



([DPSOH��:LWK�6KLSSLQJ�'RFXPHQW��(TXLSPHQW��3%(��

01.02. Shipping document (acquisition), activity type “in operation”

22.02. Shipping document (shipping) from usage site 100050 to usage site 100004, activity type “in operation”

8VDJH�VLWH��VHQGLQJ�VLWH��

02.02. PBE report, 3 hours entered with activity type “in operation”





8VDJH�VLWH��UHFHLYLQJ�VLWH��

No PBE report entered

5HVXOW�RI�)LOOHU�&DOHQGDU�IRU�3%(�IRU�5HFLSLHQW��

01.02. Acquisition date counts (recipient master record) – a daily report with 8 hours is generated

�� 3 hours – PBE report – 5 hours filled in to make a total of 8 hours

03. + 04.02. Daily report generated on both days, each with 8 hours

05. + 06.02. Weekend (settings dictate that no generation takes place)

07. - 11.02. Daily report generated on both days, each with 8 hours

�� 3 hours – PBE report – no hours generated at the weekend

13.02. Weekend (no document exists)

�� 3 hours – PBE report – 5 hours filled to make a total of 8 hours on both days

16. - 18.02. Daily report generated on both days, each with 8 hours

19. + 20.02. Weekend

�� 3 hours – PBE report – 5 hours filled in to make a total of 8 hours

22.02. Set as retirement date but no hours generated because the system presumes that a PBE report will be generated by the receiving party for onward delivery, or else settlement will be time-based and take place on the basis of the shipping documents.


The filler calendar for PBE has not generated any PBE reports.

5HVXOW�RI�6HWWOHPHQW�RQ�)HE��WK�IRU�5HFLSLHQW��

01.02. 8 hours in operation from generated daily report (acquisition date)

02.02. 3 hours in operation from PBE document and 5 hours downtime from completed PBE report

03. + 04.02. 8 hours in operation from generated daily report for both dates

07. - 11.02. 8 hours in operation from generated daily report for both dates

12.02. 3 hours in operation from PBE document (Saturday not completed)



14. + 15.02. 3 hours in operation from PBE document and 5 hours downtime from completed PBE report for both dates

16. - 18.02. 8 hours in operation from generated daily report for both dates


22.02. No hours (retirement date)


Settlement on the basis of the shipping documents.

If no PBE report has been entered for the whole period of time, then settlement is performed on the basis of the shipping documents.

Key for the traffic lights:

Green: executed in accordance with settings in the filler calendar for PBE

Yellow: would be executed (hours generated and filled) but the settlement calendar has precedence over the filler calendar for PBE (in accordance with settings in Customizing)

Red: not executed (no hours generated or filled)




([DPSOH��:LWKRXW�6KLSSLQJ�'RFXPHQW��

Equipment 300000004 is delivered to usage site 100050 on Feb. 1st (without a shipping document).�





The equipment is sent from usage site 100050 to usage site 100004 on Feb. 22nd.

Equipment type 2000 has not been defined as relevant to stock checks.


Message: no data to be processed exists in period 02/2000.

In other words, you cannot generate hours using the filler calendar for PBE without having entered a shipping document (historical stock record).


3 hours in operation (PBE report) on Feb. 12th, 14th and 17th = total of 9 hours settled.




([DPSOH��

As example 1, but:


Feb. 22nd PBE report, 3 hours entered with activity type “in operation”


22.02. No PBE report entered



22.02. 3 hours (PBE report) No hours are completed/filled.


22.02. No hours are generated (acquisition date)

23.03. 3 hours – PBE report – 5 hours filled to make a total of 8 hours

5HVXOW�RI�6HWWOHPHQW�IRU�5HFLSLHQW��

22.02. 3 hours in operation (PBE report)


22.02. No calculation





([DPSOH��6SHFLDO�&DVH��

As example 1, but:





23.02. 3 hours in operation (PBE document)�


22.02. Daily report with 8 hours generated (retirement date)


22.02. Daily report with 8 hours generated (acquisition date)



22.02. 8 hours in operation from generated daily report







([DPSOH��

As example 1, but:






22.02. 3 hours (PBE report) – since this is a retirement date, no hours are completed/filled�


22.02. 3 hours (PBE report) – since this is an acquisition date, no hours are completed/filled�



5HVXOW�RI�6HWWOHPHQW�IRU�5HFLSLHQWV��DQG��

22.02. 3 hours in operation (PBE document)




([DPSOH��

As example 1, but:




22.02. 3 hours in operation (PBE report)�


22.02. No hours are generated (retirement date)


22.02. 3 hours (PBE report) – since this is an acquisition date, no hours are completed/filled


22.02. No calculation (retirement date)






([DPSOH��5HWLUHPHQW��

As example 1, a shipping document is created on Feb. 22nd with the activity type “retirement” (equipment will be scrapped).










([DPSOH��5HWLUHPHQW�'DWH�1RW�6HW�LQ�5HFLSLHQW��

As example 1, but:







22.02. No hours are generated (retirement date)


22.02. Daily report with 8 hours generated (acquisition date)



22.02. No calculation (retirement date)







([DPSOH��$FTXLVLWLRQ�'DWH�1RW�6HW�LQ�5HFLSLHQW��

As example 1, but:









22.02. No hours are generated (acquisition date)





22.02. No calculation (acquisition date)




6'�2UGHU�*HQHUDWLRQ�

8VH�

This function automatically transfers all shipping documents and PBE documents up to a freely definable date (settlement date) to SD orders (customer-specific conditions are taken into account).

3UHUHTXLVLWHV�

You have entered all the shipping documents and PBE documents for the defined period of time. The settlement run that is triggered when you run the program ultimately ends a settlement period to such an extent that you can no longer create or change the affected shipping and PBE documents in retrospect (because the document status is changed).

• The system does not generate SD order items for retirement documents. The system assigns a retirement status to retirement documents.

• Only documents for which the activity type has been defined as relevant to settlement in Customizing are taken into account.

)HDWXUHV�

CEM settlement makes all the necessary checks on recipient and equipment master data, including a check to determine whether the equipment activity type is also a settlement type. The system generates SD orders from shipping documents and PBE documents (taking the settlement calendar into account). �

When you start the program, the system checks whether it is dealing with GHSHQGHQW or LQGHSHQGHQW�equipment and generates different batch jobs in the background according to this criterion.

'HSHQGHQW equipment refers to equipment for which there can be both shipping documents and PBE documents for a recipient in the same period of time. (Equipment type is relevant to stock check.) ,QGHSHQGHQW equipment refers to equipment for which there can only be shipping documents. (Equipment type is irrelevant to stock check).

5HFRPPHQGDWLRQ�

You should perform a CEM Test Settlement Run [Seite 159] and correct any outstanding errors before you start an update run.

$FWLYLWLHV�

Include all the documents in settlement or select the data you wish to include via the document number, ship-to party or company code.�

You can distinguish between SD orders that are generated automatically and those that are created in dialog. The system assigns a number for each update settlement run that is generated automatically. This number is entered as the order number for the generated SD order. The order date is the date of the settlement run. For each item in the SD order, you can also find the original document and item numbers for the shipping document or PBE document.

5HVXOW�

Generated SD orders.



6HWWOHPHQW�RI�$FWLYLW\�DQG�'HOLYHU\�

3XUSRVH�

The amount of activity that is performed is settled for equipment. Delivery and return delivery is settled for materials.

The system generates documents and postings automatically during CEM settlement of equipment activity and material deliveries. This ensures that CEM mass data can be processed successfully.

Organizational structures in CEM are determined in accordance with (1) the providing party (equipment) and settings for the PM order administrator, for example, and (2) the account assignment object to be debited in the recipient master record. (You can make posting rule settings in Customizing to determine this).

3URFHVV�)ORZ�

The system separates settlement of activity and delivery automatically into LQWHUQDO�FRVW�VHWWOHPHQW and H[WHUQDO�FXVWRPHU�VHWWOHPHQW (joint ventures) during the CEM settlement run.

Since CEM uses a providing and debited party as a base for calculations, additional posting rules have been defined that control debiting and crediting of the account assignment objects for each party. If required, these posting rules can be automatically redirected (per condition type) to account assignment objects (for example, collective cost center) other than those that have been defined in the equipment master record and in the recipient/customer master record. For further information on this subject, please see the appropriate documentation in the Implementation Guide (IMG).

Price determination for settlement purposes usually takes place using equipment specification catalogs. However, it can also be based on price lists and prices that have been entered directly in the equipment master record.

5HVXOW�

Generated SD orders.



6HWWOHPHQW�RI�7LPH�%DVHG�(TXLSPHQW�

3UHUHTXLVLWHV�

The basis for settlement of time-based equipment is:

• the shipping document (acquisition documents, shipping documents, changes of activity type and retirement documents)

• the appropriate activity and settlement type (AS type), for example, “in operation”, “available for use”, “downtime”

• the Settlement Type in the Recipient Master Record [Seite 84]

• the commissioning time in days, the factory calendar and the number of days per month in the recipient master record

• the Catalog [Seite 10] (a type of equipment specifications list) for pricing purposes

�

The system checks the following:

• whether the equipment type of the equipment (in Customizing) is relevant to stock checks

• which recipient master record is used for settlement (3-level hierarchy)

�([DPSOH�

3UHVXPSWLRQ��

Equipment 4711 has been defined as an equipment item with equipment type 2000 in the equipment master record.

Settings in Customizing for CEM:

• 2SHUDWLRQV�DQG�)XQFWLRQV�→ 6WRFN�&KHFN�IRU�(TXLSPHQW�→ ,QYHQWRU\�0DQDJHPHQW�SHU�(TXLSPHQW�7\SH�IRU�6KLSSLQJ�'RFXPHQWV. The indicator (,QY0 indicator) has been set for chronological inventory management.

• 2SHUDWLRQV�DQG�)XQFWLRQV�→ 6WRFN�&KHFN�IRU�(TXLSPHQW�→ 6WRFN�&KHFN�SHU�(TXLSPHQW�7\SH�IRU�3HUIRUPDQFH�%DVHG�(TXLSPHQW. The indicator (6WFN indicator) has been set as being irrelevant to stock checks.

Settlement type: complete month and remaining calendar days

Days/month: 30 days

&DVH�VWXG\��

Equipment (for example, a crane) is sent to construction site A with a shipping document on Oct. 15th. It remains on construction site A for the whole of the settlement period. Settlement takes place on Oct. 31st. The 5HWLUH'DWH�7%( indicator for time-based equipment is set for construction site A.



&RQVWU��VLWH�$��

� ��

7LPH�D[LV� �� "!#� �$�� %��&� �&��'�)(��

�+*�,�-.� /�� 0� �� 1��&�2��3 ��4�� 5��0�6��47��&�

5HVXOW�RI�VHWWOHPHQW�RQ�2FW��8 �

��calendar days determined from Oct. 15th until Oct. 31st = 15 days. The retirement date is of no consequence here. The retirement date does not count until an actual retirement (scrapping, sale of equipment and so on) takes place.

The monthly depreciation and interest rate (lower value) is $ 6 600.

Condition value: 15/30 x $ 6 600 = $ 3.300.

5HVXOW�RI�VHWWOHPHQW�RQ�1RY��8 �

��calendar days determined from Nov. 1st until Nov. 12th (incl. retirement date) = 12 days.

The monthly depreciation and interest rate is the same as above.

Condition value: 12/30 x $ 6 600 = $ 2 640.

&DVH�VWXG\��

The above equipment is sent to construction site B on Nov. 12th where its activity type is changed several times. It is sent to construction site C on Dec. 20th and it remains there for the rest of the settlement period.

Construction site B: retirement date (TBE) does not count�

Construction site C: retirement date (TBE) counts

&RQVWU��VLWH�%�

9;:=<#>�?@6ACB.>�D':�A

7LPH�D[LV� E�E�F E"G&F E�E�F G�H�F E"G�F G�I&F

9KJ�L FM�N�O A�P�?9;:=<�>&? Q ?$:�:�R ?&ST? A�:

E�E$F6E"U&F

Q ?":�:�R ?�SC? A�:

9WV O X R F Y B�ZCA�:X S[?

E�E�F \�I�F

MKN&O A&P�?9;:=<#>�? Q N�X > > X A�P

@6ACB�> D=:�A

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E)G�F \�E�F

�

5HVXOW�RI�6HWWOHPHQW�RQ�1RY��

�

On construction site B:

An order item from 11.12 until 11.19. = 8 days in operation

An order item from 11.20. until 11.25. = 6 days available for use

An order item from 11.26. until 11.30. = 5 days downtime

5HVXOW�RI�6HWWOHPHQW�RQ�'HF��8 �

��

On construction site B:

An order item from 12.01. until 12.20. = 19 days in operation (without retirement date – see above)

On construction site C:

An order item from 12.21. until 12.31. = 11 days in operation (acquisition date always counts for TBE)



3UHVXPSWLRQ��

Equipment 4711 has been defined as an equipment item with equipment type 2000 in the equipment master record.

Settings in Customizing for CEM:

• 2SHUDWLRQV�DQG�)XQFWLRQV�→ 6WRFN�&KHFN�IRU�(TXLSPHQW�→ ,QYHQWRU\�0DQDJHPHQW�SHU�(TXLSPHQW�7\SH�IRU�6KLSSLQJ�'RFXPHQWV. The indicator (,QY0 indicator) has been set for chronological inventory management.

• 2SHUDWLRQV�DQG�)XQFWLRQV�→ 6WRFN�&KHFN�IRU�(TXLSPHQW�→ ,QYHQWRU\�0DQDJHPHQW�SHU�(TXLSPHQW�7\SH�IRU�3HUIRUPDQFH�%DVHG�(TXLSPHQW��The indicator (6WFN indicator) has been set as being relevant to stock checks. In other words, if for organizational reasons PBE documents also existed for TBE, these would be taken into account in settlement.

5HVXOW�RI�VHWWOHPHQW� settlement would take place twice in this case – once using the shipping document as in case study 1 and a second time using the PBE document.

To avoid this, you should block the PBE document against data entry for TBE.



6HWWOHPHQW�RI�3HUIRUPDQFH�%DVHG�(TXLSPHQW�

&DVH�6WXG\��6KLSSLQJ�:LWK�6KLSSLQJ�'RFXPHQW�

3UHUHTXLVLWHV�

The basis for settlement of performance-based equipment is:

• the PBE Document [Seite 106] with the actual number of hours worked on the usage site and the appropriate activity and settlement type (AS type) such as “in operation”, “available for use”, “downtime”

• the number of hours per month (in the recipient master record)

• the Catalog [Seite 10] (a type of equipment specifications list) for pricing purposes

The equipment type for the performance-based equipment must be relevant to stock checks [Seite 84].

The activity and settlement type must be associated with equipment activity. (Customizing for CEM under 2SHUDWLRQV�DQG�)XQFWLRQV�→ $FWLYLW\�7\SHV�DQG�6HWWOHPHQW�7\SHV�→ 'HWHUPLQH�$FWLYLW\�7\SHV�DQG�6HWWOHPHQW�7\SHV�and enter the correct code for equipment as service provider).

The 3%(�DV�7%( indicator in the recipient master record must QRW�be set

6WDQGDUG�FDVH��

PBE is sent to a construction site with a shipping document on Feb. 1st (historical stock record). PBE reports are created for the equipment. (February 4th/6th and 8th, each 3 hours with activity and settlement type “in operation”).

5HVXOW�RI�6HWWOHPHQW�RQ�)HE��

�

On Feb. 4th, Feb. 6th and Feb. 8th, each date with 3 hours in operation. 9 hours are included in settlement.

If there is no PBE report for the whole period of time, the shipping document is used as a basis for the settlement (from Feb. 1st until Feb. 29th).

If the equipment type for the equipment is irrelevant to stock checks, then as far as CEM is concerned, you are dealing with time-based equipment. If both shipping documents and PBE documents exist for the equipment, both are settled (double settlement).

&DVH�6WXG\��6KLSSLQJ�:LWKRXW�6KLSSLQJ�'RFXPHQW�

3UHUHTXLVLWHV�

The basis for settlement of performance-based equipment is:

• the equipment type for the equipment must not be relevant to stock checks. If it were, the equipment would have to have been sent to the usage site using a shipping document.

• only the PBE document should be flagged as allowed document category for this equipment in the equipment master record.

PBE equipment is sent to a usage site without a shipping document (for example, on a heavy goods vehicle). No historical stock record is created. Then equipment activity is entered in the system in the form of PBE reports.

5HVXOW�RI�VHWWOHPHQW� only the PBE document can be used in settlement. If no PBE documents had been created in the settlement period, no activity would be included in settlement.



&DVH�6WXG\��8VLQJ�WKH�6HWWOHPHQW�&DOHQGDU�>6HLWH��@��

6HWWLQJV��

Equipment 300000006 allowed for shipping documents and PBE documents, equipment type 2000 (relevant to stock checks) and recipient 100050.

Equipment is sent to recipient 100050 with a shipping document on Feb. 1st (acquisition). A PBE report is entered with 3 hours in operation on Feb. 3rd.

The settlement calendar enters activity and settlement type “downtime” on recipient level 100050 for Feb. 2nd and 3rd.

The equipment is sent from usage site 100050 to usage site 100051 on Feb. 5th and it stays there for the rest of the settlement period. No PBE report is entered for recipient 100051 over the entire period.

5HVXOW�RI�6HWWOHPHQW�RQ�)HE��

��

a. Recipient 100050 is charged for 3 hours in operation on Feb 3rd (PBE document).

b. Recipient 100051 is charged with activity type “in operation” from Feb. 5th until Feb. 29th (shipping document).

Since you are dealing with PBE, only the PBE report is settled for recipient 100050. Entries in the settlement calendar are irrelevant to settlement in this case and are ignored.

$FWLYLWLHV�

Ensure that the 3%(�DV�7%( indicator in the CEM 6HWWOHPHQW�GDWD view of the recipient master record is not flagged.�

Define the equipment types for PBE equipment that you want to be settled using PBE documents as relevant to stock checks. You can do this in Customizing for CEM under 2SHUDWLRQV�DQG�)XQFWLRQV�→ 6WRFN�&KHFN�IRU�(TXLSPHQW�→ 6WRFN�&KHFN�SHU�(TXLSPHQW�7\SH�IRU�3HUIRUPDQFH�%DVHG�(TXLSPHQW.



6HWWOHPHQW�3%(�DV�7%(�

8VH�

CEM equipment activity can be settled differently for different recipients. For example, there is an indicator (3%(�DV�7%( indicator) in the recipient master record that allows you to determine that the same equipment is settled as time-based equipment (TBE) for external recipients and as performance-based equipment (PBE) for internal recipients.

3UHUHTXLVLWHV�

The basis for settlement of performance-based equipment as time-based equipment (PBE as TBE) is the shipping document.

The 3%(�DV�7%( indicator must have been set in the Recipient Master Record [Seite 61] for the recipient that you want to include in settlement.

The equipment type for the equipment must be relevant to stock checks (= performance-based equipment).

The prerequisites from Settlement of Time-Based Equipment [Seite 141] also apply.

([FHSWLRQ�

If PBE has been sent to a customer using a shipping document and no PBE document has been created during the whole commissioning period, the PBE is settled as though it were TBE (using the shipping document). This avoids the case of the customer not being billed at all.

$FWLYLWLHV�

Flag the 3%(�DV�7%( indicator in the 6HWWOHPHQW�GDWD�view of the recipient master record (see: Changing a Recipient Master Record [Seite 64].



6HWWOHPHQW�RI�D�6HWWOHPHQW�3DFNDJH�

3UHUHTXLVLWHV�

Shipping documents containing settlement packages must have been entered in the system.

$FWLYLWLHV�

The following example helps to clarify the activities that are required:

6HWWOHPHQW�SDFNDJH�IRU�H[FDYDWRU��ILFWLWLRXV�HTXLSPHQW��FRQWDLQLQJ��

(TXLSPHQW� 'HVFULSWLRQ� 4W\� 3HUFHQW� (TXLY��QXPEHU�

4712 Digger 2* 6

4713 Shovel 5 3

The quantity per item only serves as information and is not relevant to settlement or inventory management. If you enter percentages, the total must equal 100%.

%DVLF�UHQWDO�SULFH��DFFRUGLQJ�WR�WKH�FDWDORJ��HTXLSPHQW�VSHFLILFDWLRQV�OLVW��

Equipment 4712, $ 545 per month

Equipment 4713, $ 150 per month

1 x equipment 4711 with activity type “in operation” was sent with a shipping document (4 days in operation).

1R��GD\V�PRQWK indicator in the recipient master record = 30 days.

6'�RUGHU�FUHDWHG��FRQGLWLRQV�RQ�LWHP�OHYHO��

,WHP� (TXLSPHQW� 4W\� 9DOXH�

10 4712 0,667 48,43

20 4713 0,333 6,66

Formula for determining the value of the order for each item: (axb/c) x base amount (basic price) x condition factor = order value per item.

a = quantity from shipping document

b = equivalence number from settlement package of appropriate item

c = sum of all equivalence numbers in package

condition factor = days in operation/days per month from recipient master record

5HVXOW�RI�VHWWOHPHQW�

Item 10 (1 x 6/9) x 545 x 0.1333 0 $ 48,43

Item 20 (1 x 3/9) x 150 x 0.1333 0 $ 6.66

The quantity in the SD item does not represent the physical quantity but the condition type for the settlement package. The quantity in the SD document is multiplied accordingly for multipart equipment.



6HWWOHPHQW�IRU�0XOWLSDUW�(TXLSPHQW�

3UHUHTXLVLWHV�

• Multipart equipment should not be performance-based.

• The allowed document category in the equipment master record is shipping document. (PBE document should not be an allowed document category for multipart equipment).

• The equipment type of the equipment cannot be relevant to stock checks.

([DPSOH�

10 drills (multipart equipment) are sent to construction site A with settlement and activity type “in operation” on May 1st.

'LVSOD\�LQ�+LVWRULFDO�6WRFN�

Settlement with activity and settlement type “in operation”.

3 of these drilling machines are sent to construction site B on May 15th. The remaining 7 drilling machines stay on construction site A for the whole of the settlement period (until May 31st).

'LVSOD\�LQ�+LVWRULFDO�6WRFN�

From May 1st - 10 machines on construction site A, settlement and activity type “in operation”.

From May 15th - unrestricted-use stock = 7 on construction site A, activity and settlement type “in operation”

From May 15th - unrestricted-use stock = 3 on construction site B, activity and settlement type “in operation”.

1) Construction site A with activity and settlement type “in operation” is completed by May 15th.

2) Construction site A: new stock is created as of May 15th for the remaining quantity of 7 with activity and settlement type “in operation”.

3) Construction site B: new stock is created as of May 15th for the remaining quantity of 3 with activity and settlement type “in operation”.

5HVXOW�RI�6HWWOHPHQW�RQ�0D\��8 �

�RQ�&RQVWUXFWLRQ�6LWH�$�

10 units are settled with activity type “in operation” from May 1st until May 15th.

7 units are settled with activity type “in operation” from May 15th until May 31st.

5HVXOW�RI�6HWWOHPHQW�RQ�0D\��8 �

�RQ�&RQVWUXFWLRQ�6LWH�%�

3 units are settled with activity type “in operation” from May 15th until May 31st.



6HWWOHPHQW�RI�0DWHULDOV�

8VH�

You must use an intermediate recipient if you want to send materials. This intermediate recipient usually represents the physical warehouse or storage location.

3UHUHTXLVLWHV�

• The Intermediate Recipient [Seite 104] field must have been filled in the shipping document in cases of onward delivery (automatic material sales/material repurchase).

• The system only takes those materials into account that are being sent internally (within the same company code or across different company codes). External shipping is irrelevant here.

• The activity type form the shipping document must have been assigned an onward delivery activity type (return delivery activity type).

• The appropriate assignment sales/repurchase for material deliveries must have been made for the document and material type.

• The shipping document type must have been assigned to the appropriate sales document types for internal and external material sales and material repurchase.

• The appropriate billing type must have been assigned to the sales/repurchase document type.

• Different item categories (Standard SD and MM) must have been created for material sales and repurchase and these must have been assigned to item category groups which, in turn, must have been assigned to the material.



6HWWOHPHQW�$FURVV�'LIIHUHQW�&RPSDQ\�&RGHV�

8VH�

This type of settlement takes effect if you have more than one company code (legally independent company) in your enterprise. It does not matter which company code the objects involved in settlement (PM order, WBS element, CO order and so on) belong to.

Posting rules determine which account assignment object is used to determine the company code for the providing and debited parties.

,QWHJUDWLRQ�

Numerous settings must be made in Customizing for CEM.

3UHUHTXLVLWHV�

All the company codes must use the same chart of accounts.

)HDWXUHV�

This function uses electronic data interchange (EDI) to generate an outgoing invoice for one company code and an incoming invoice in another company code. Settlement of tax is also taken into account.

$FWLYLWLHV�

The following example helps to clarify the activities that are required:

6KRUW�GHVFULSWLRQ�

(TXLSPHQW�� Company code 0001

8VDJH�VLWH��FRQVWUXFWLRQ�VLWH�;� Company code 0002

:DUHKRXVH� Company code 0001

Shipping: from warehouse (company code 0001) to construction site X (company code 0002). An outgoing invoice (debit) is created in company code 0001.

&RPSDQ\�FRGH��

3RVWLQJ�NH\�� Receivables co. code 0001 to co. code 0002 $ 1.160

3RVWLQJ�NH\�� For example, PM order administrator for equi. 4711

$ 1 000

3RVWLQJ�NH\�$�� Output tax $ 160

EDI is triggered using message/output control. It posts an incoming invoice (credit) in company code 0002.

&RPSDQ\�FRGH��

3RVWLQJ�NH\�� Payables co. code 0002 to co. code 0001 $ 1.160

3RVWLQJ�NH\�� Construction site X $ 1 000

3RVWLQJ�NH\�9�� Input tax $ 160

Please see: Example: Settlement Across Different Company Codes [Seite 151] for further information on this subject.



([DPSOH��6HWWOHPHQW�$FURVV�'LIIHUHQW�&RPSDQ\�&RGHV�8VLQJ�(',�

3UHUHTXLVLWHV�

• Providing and debited account assignment objects belong to different organizational structures (company codes).

Equipment (PM order administrator = providing object) has been assigned to company code 0001.

Construction site (WBS element = debited object) has been assigned to company code 0002.

• Material must have been created in the appropriate organizational structure.

• Debtor must have been created for the appropriate sales area or for Financial Accounting (FI).

3URFHGXUH�

1. Business background and task

Many construction firms manage their equipment in a separate company that is a legally independent unit with its own balance sheets and accounts. This is represented by a company code in SAP (company code 0001).

The usage sites (for example, construction sites) can also belong to their own legally independent company and therefore have another company code (company code 0002).

For this reason, and provided that you are not dealing with an integrated company, you must create an outbound and inbound billing document with appropriate tax in the appropriate company code if equipment or material is sent from a construction site in company code 0001 to a construction site in company code 0002.

In other words, company code 0001 creates and posts an outbound invoice (debit). Company code 0002 posts an inbound invoice (credit).

2. How does the system deal with this task?

EDI can be used to avoid invoices from company code 0001 having to be entered manually in company code 0002.

When the outbound invoice from company code 0001 is created and posted, an inbound invoice is triggered in company code 0002 by means of output/message control and EDI.

As far as company code 0001 is concerned, company code 0002 is a real customer and must therefore be entered as a customer (debtor) in the system, even for the sales area.

As far as company code 0002 is concerned, company code 0001 is a real vendor and must therefore be entered as a vendor (creditor) in the system, even for the purchasing organization.

3. Postings

− Outbound invoice (debit) in company code 0001

01 Receivables for company code 0002 (construction site)

50 Cost element revenue from rental (accounted to providing party = PM order)

A1 Value-added tax (V.A.T.)

− Automatic inbound invoice (credit) in company code 0002

31 Payables for company code 0001

40 Equipment rental costs (accounted to debiting party = WBS element for construction site), V1 input tax



Detailed description of the procedure and appropriate Customizing settings for cross-company code settlement with EDI

Equipment from company code 0001 is sent to a construction site in company code 0002 The PM order (administrator) for the equipment has been assigned to company code/business area/plant (in our example, company code 0001). The equipment is the provider of the service (creditor).

The account assignment object for the recipient (in accordance with recipient type), for example WBS element, cost center has been assigned to company code/business area (in our example, company code 0002). The construction site is the debtor.

a. Determining the sales area for the provider of the service (creditor)

CEM Settlement [Seite 121] proceeds as follows:

The organizational data for the equipment and therefore its assignment to a company code/business area/plant is determined from the provider of the service = equipment. Then the sales area for the equipment is defined in Customizing for CEM under *OREDO�6HWWLQJV�→ 6DOHV�$UHD�SHU�&RPDQ\�&RGH�%XVLQHVV�$UHD�3ODQW. The system then also generates the SD order in this sales area.

In our example, this would be company code 0001 which is equivalent to sales organization 0001/distribution channel 01/division 01.

b. Determining the sales area for the debtor

The appropriate sales area is determined from the account assignment object for the debtor = construction site.

In our example, this would be company code 0002 which is equivalent to sales organization 0002/diistribution channel 02/division 02.

c. Determining the customer (internal settlement)

A debtor (bill-to party and payer) is defined for sales organization 0002 in Customizing for CEM under *OREDO�6HWWLQJV�→ &XVWRPHU�,QWHUQDO�6HWWOHPHQW�SHU�6DOHV�2UJDQL]DWLRQ�LQ�&(0. This debtor is used for the outbound invoice form company code 0001. (Example: debtor 111)

This “customer internal settlement”, for example debtor 111, must have been created in sales area 0001/01/01. However, it represents company code 0002.

You do not have to maintain a CEM view in the master data for the “customer internal settlement” but you must have maintained data correctly for financial accounting (FI) and sales and distribution (SD).

d. Across different company codes:

As described in 4a and 4b above, the business transactions have been determined as cross-company code. The CEM indicator for postings is adapted accordingly in internal programs.

5. Message determination

If you want to use EDI, you must have made the appropriate settings for message determination for billing documents in Customizing. (Customizing for CEM → 2SHUDWLRQV�DQG�)XQFWLRQV�→ 6HWWOHPHQW�→ (',�6HWWOHPHQW).

Message condition type -�*2 is delivered with the system. As is usually the case with condition technique, you have to create a condition record for this condition type and a customer (internal settlement), for example debtor 111.

You also have to define message determination for cancellations in accordance with the billing documents.

Partner profiles



You have to define which message type you want the system to use for both the customer (debtor) and the vendor (creditor). The system uses the following partner types:

− KU = customer

− LI = vendor

a. Settings for the customer

For example, for debtor 111 that has been created in company code 0001 and represents company code 0002:

2XWSXW�PHVVDJH�FRQWURO�

Partner number �� Application 9�

Partner type .8� � � Output/message type -�*��

Partner function 5(

Output/message category ,192,&

Output/message variant &(0

Process code �6$3&(0�,192,&B287387

2XWERXQG�SDUDPHWHUV�

Recipient type, for example, external system

IDoc basic type /6$3&(0�,192,&

Set the output mode to &ROOHFW�,'RFV and 'R�QRW�VWDUW�VXEV\VWHP.

,QERXQG�SDUDPHWHUV�

None necessary

b. Settings for the vendor

In our example, sales area 0002/02/02 for the customer (internal settlement).

2XWSXW�PHVVDJH�FRQWURO�DQG�RXWERXQG�SDUDPHWHUV�

None necessary

,QERXQG�SDUDPHWHUV�

Partner number �� Output/message category ,192,&

Partner type /, Invoice/billing document

Partner function Output/message variant &(0

Process code �6$3&(0�,192,&B287387

c. Forwarding inbound data to the vendor (creditor)

The debtor from one company code (for example, company code 0001 and debtor number 111) is converted for the other company code (for example, company code 0002 and vendor 500002).

For further information on this subject, please see the appropriate documentation in the Implementation Guide (IMG).

d. Setting posting parameters

You must define a tax type (for example, A1) and the tax rate that the EDI partner can transfer (from the providing company code 0001) using control indicators.

You define the posting key and the document type in the program parameters. Here you can decide whether you want posting to take place directly or by means of a batch input session.



Posting by means of a batch input session.

5HVXOW�

An outbound invoice has been created in company code 0001 and an inbound invoice has been created in company code 0002.



5HFLSLHQW�'DWD�&KHFN�

8VH�

This function finds any errors in the shipping documents and PBE documents that are used to generate the SD orders. The system displays an error log from which you can correct the errors directly.

The system checks the following:

• Recipient�

− Billing and account assignment indicator for WBS elements�

− Whether the recipient has been defined as relevant to settlement (Settlement Indicator [Seite 84])�

− Correctness and completeness of the settlement data (settlement type, calendar ID, hours per day/month, complete month, days per month) in accordance with the document type�

• Equipment

− Active BOM for the equipment (basis for pricing)

− PM order (owner)

− PM order (administrator)

− Comparison of organizational structures

• Material sales/repurchase

− Assignment of material to catalog

− Comparison of organizational structures

• Posting/update block for CO objects, WBS elements and equipment

3UHUHTXLVLWHV�

Shipping documents and PBE documents exist.

$FWLYLWLHV�

Correct the errors in the log. Double-click on the appropriate entry. You should not perform SD Settlement [Seite 121] until you have corrected all the errors.



&KHFNLQJ�D�5HFLSLHQW�

3UHUHTXLVLWHV�

Shipping documents and PBE documents exist.

3URFHGXUH�

27. On the initial screen choose /RJLVWLFV�→ &RQVWUXFWLRQ�(TXLSPHQW�0DQDJHPHQW�→ 7UDQVDFWLRQ�'DWD�→ 6HWWOHPHQW�→ 6'�2UGHUV�→ &KHFN�5HFLSLHQW.

The &KHFN�5HFLSLHQW�6WG�DQG�'XPP\�5HFLSLHQW�6HWWOHPHQW�5HOHYDQFH�(WF� selection screen appears.

2. Select either by using the document date or by using the document number.

If you enter values for 'RFXPHQW�'DWH and 'RFXPHQW�1XPEHU you receive a message informing you that the period of time has been ignored and the system has selected data on the basis of the document numbers you entered.


4. Correct any mistakes.

5HVXOW�

The check is free from errors. SD orders can be generated (please see: Generating SD Orders [Seite 157]).



*HQHUDWLQJ�6'�2UGHUV�

3URFHGXUH�

1. On the initial screen choose /RJLVWLFV� → &RQVWUXFWLRQ�(TXLSPHQW�0DQDJHPHQW� → 7UDQVDFWLRQ�'DWD → 6HWWOHPHQW�→ 6'�2UGHUV → &UHDWH�6'�2UGHUV.

2. The ,QSXW�&(0�6DOHV�2UGHUV�ZLWK�-RE�6SOLW�LQ�5��SD screen appears.

The system fills the 6HWWOHPHQW�GDWH field with a value corresponding to the last settlement date from Customizing, WKH�0D[��QR��RI�LWHPV�SHU�RUGHU field with a default value of 10 and the 1R��RI�MREV�WR EH�VWDUWHG field with a default value of 10. If more than one batch job is to be run, you should enter the number in the 1R��RI�MREV�WR�EH�VWDUWHG field. If you process parts of data in parallel, you can minimize the total run time dramatically. You can change the default values.

3. Enter the appropriate values. If you enter a document number as well as a ship-to party and company code, the system ignores the document number. A warning appears. If you select your data using the document number, you must remove/not enter a ship-to party or company code. Confirm the warning and continue processing.

4. The selection buttons program start DV�WHVW�UXQ or DV�XSGDWH�UXQ control whether it is a test or update settlement run.

You should always run a 7HVW�ZLWKRXW�RUGHUV before you run an update run.

You can settle materials and equipment separately if you have not selected using the ship-to party or the company code.

5. Set either <HV or 1R for 2UGHUV�VRUWHG�E\�*5. If you select Yes, only items from a goods recipient are created per automatically generated SD order (can be used for example by work cooperatives). If you select No the standard CEM order generation occurs. This means that each order item can be a different goods recipient.

6. By entering a value for 1XPEHU�RI�2UGHUV�SHU�&RPPLW�:RUN you can determine the number of order headers per commit work. In the case of an incorrect settlement this saves you time because you only have to run the incorrect orders again.


If you have not performed or not completed a location setup, a dialog box appears informing you of this. If this is the case, execute a Location Setup [Seite 124] and repeat the SD settlement procedure.

If a split job in settlement is terminated you can process the remaining data to be processed by using restart (transaction SE38 → Program -B�*,19&B5(6&8(). Enter the same selection criteria in the input fields as in the original settlement start (pay special attention to 8SGDWH�UXQ/7HVW�UXQ.

5HVXOW�

SD orders have been generated. You can now process these SD orders. You can find further information on this subject under Changing and Displaying SD Orders [Seite 160].

After completing the SD order generation you have to perform a postprocessing run to update the status (/RJLVWLFV��→�&RQVWUXFWLRQ�(TXLSPHQW�0DQDJHPHQW��→�7UDQVDFWLRQ�'DWD��→�6HWWOHPHQW��→�6'�

2UGHUV��→�3RVWSURFHVV�,QSXW) If during the first postprocessing run the system does not update all statuses (for example because of a lock by another user) you have to trigger another run.



Release 4.6C2 has an improved settlement lock concept. Double-start of the update run is not possible. The required lock is set at the start of the program and released at the end. The lock remains during program termination. In this case to unlock the run you have to use program JB�*,19&B5(6&8( (transaction 6(�� → Program -B�*,19&B5(6&8()



&(0�7HVW�6HWWOHPHQW�5XQ�

'HILQLWLRQ�

The CEM test settlement run process the data completely and carries out all the checks. The only difference from the update run is that the appropriate status is not set in the documents included in the run.

The system writes all the errors it finds into a Settlement Log [Seite 161]. This settlement run log is displayed when the appropriate program is started after the run has finished. The system makes a copy of this log and archives it so you can display it at any time.

8VH�

You can use the CEM test settlement run to simulate SD settlement and therefore minimize errors in each monthly settlement.



&KDQJLQJ�DQG�'LVSOD\LQJ�6'�2UGHUV�

3URFHGXUH�

If you want to display the SD order and the appropriate values in dialog, please proceed as follows:

1. Choose /RJLVWLFV�→�6DOHV�DQG�'LVWULEXWLRQ�→ 6DOHV.

2. Choose 2UGHU → &KDQJH or 2UGHU → 'LVSOD\.

3. Enter the appropriate order number on the &KDQJH�6DOHV�2UGHU or on the�'LVSOD\�6DOHV�2UGHU initial screen and choose (QWHU. The CEM overview screen for the SD order appears. (This screen will be different depending on whether the order type is for materials or equipment).

4. Select your desired item in the CEM overview and choose:

− 'RFXPHQW

The system displays information on the document category, sending and receiving recipient type, organizational structure, transaction type, shipping document and so on. If you double-click on the document number, you can branch directly to either the shipping document or the performance-based equipment document.

− &(0�REMHFW�GDWD

The system displays information on the equipment, owner/administrator, price lists or catalog and so on.

All other sales order [Extern] functions are the same as in the standard SAP System.



'LVSOD\LQJ�WKH�6HWWOHPHQW�5XQ�/RJ��WR�5HOHDVH��&��,QFOXVLYH��

8VH�

You can find and later correct incorrect or incomplete master data using the log that the system generates for the settlement run.

3URFHGXUH�

28. On the initial screen choose /RJLVWLFV → &RQVWUXFWLRQ�(TXLSPHQW�0DQDJHPHQW → 7UDQVDFWLRQ�'DWD.


29. Choose (QYLURQPHQW�→ $UFKLYH�/LVWV.

A selection screen appears.

3. You can find the result of all the settlement runs listed according to date and user under archived lists ,QSXW�6DOHV�2UGHUV�LQ�5��6'.



'LVSOD\LQJ�WKH�6HWWOHPHQW�5XQ�/RJ��IURP�5HOHDVH��&��,QFOXVLYH��

8VH�

You can use the settlement run log to display data for a settlement run and to correct any errors that may have occurred. You can do the following with the log:

• get an overall view (settlement, error, SD document, and CEM shipping document)

• navigate (in change mode branch to the shipping document and SD order and return to the settlement log on saving changes)

• define user-specific display variants

3URFHGXUH�

1. On the initial screen choose /RJLVWLFV�→ &RQVWUXFWLRQ�(TXLSPHQW�0DQDJHPHQW�→ 7UDQVDFWLRQ�'DWD�→ 6HWWOHPHQW�→ 6'�2UGHUV�→ 6HWWOHPHQW�/RJ.

2. The 6HWWOHPHQW�/RJ�IRU�&(0�6HWWOHPHQW�screen appears.

5HVXOW�

On the left you see a navigation tree from which you can navigate to the different settlements. On the top right you can display the details with long text for the messages. On the bottom the system displays the corresponding document. You can branch to the display for the corresponding master records or to the change screen for SD orders and CEM shipping documents.

You can set up the retention period of settlement logs in Customizing (/RJLVWLFV�±�*HQHUDO�→ &(0�→ 2SHUDWLRQV�DQG�)XQFWLRQV�→ 6HWWOHPHQW�→ 6HWWOHPHQW�%DVLF�'DWD�→ 5HWHQWLRQ�3HULRG�IRU�6'�2UGHU�/RJ�2EMHFWV).�The default setting for the retention period of logs for test runs is 50 days, for all other logs 500 days. Log deletion is not automatic, you must delete logs using transaction 6*/�. An annual reorganization is recommended. You can also delete logs before the end of the retention period (parameter entry in transaction SLG2).



,QSXW�3RVWSURFHVVLQJ�

8VH�

If you have created SD orders with restrictions on document number, recipient or company code, the system automatically starts a postprocessing run. Postprocessing assigns an appropriate status to the shipping and PBE documents so that no changes can be made to them after they have been included in the settlement run.

If you generated SD orders without any restrictions, you have to start the postprocessing run manually from the menu. You must have performed this run before the next settlement run takes place!

3UHUHTXLVLWHV�

Settlement and all other preparations must have been completed.

3URFHGXUH�

1. Choose /RJLVWLFV → &RQVWUXFWLRQ�(TXLSPHQW�0DQDJHPHQW → 7UDQVDFWLRQ�'DWD�from the R/3 initial screen.


2. Choose 6HWWOHPHQW�→ 6'�2UGHUV�→ 3RVWSURFHVV�,QSXW.

3. Select 5HIUHVK�GDWD.

4. Choose ([HFXWH.

If all the manual and automatic postprocessing runs have been executed, the system display a message to this effect.

,QWHJUDWLRQ�

Displaying the Settlement Log [Seite 161]

Check SD Orders [Seite 164]



6'�2UGHU�&KHFN�

8VH�The system checks how the CO objects are determined.

,QWHJUDWLRQ�

This function finds and corrects inconsistencies in account assignment in advance and thus ensures a smooth and trouble-free billing run.

3UHUHTXLVLWHV�

SD orders that have been generated in CEM settlement exist (Generating SD Orders [Seite 157]).

3URFHVV�)ORZ�

The system only checks internal or cross-company code orders.



&KHFNLQJ�6'�2UGHUV�

3URFHGXUH�

1. On the initial screen choose /RJLVWLFV�→ &RQVWUXFWLRQ�(TXLSPHQW�0DQDJHPHQW�→ 7UDQVDFWLRQ�'DWD�→ 6HWWOHPHQW� → 6'�2UGHUV� → &KHFN�6'�2UGHUV.

The &(0��$QDO\VLV�RI�&2�2EMHFW�'HWHUPLQDWLRQ screen appears.

2. Select your data using the 6DOHV�GRFXPHQW, 3HULRG�and (TXLSPHQW fields.

You can create a batch input session that sets a billing block for incorrect orders.

5HVXOW�

The system displays an error log. You can branch to the SD order from this log. Correct any mistakes.



6HWWOHPHQW�/LVW�

8VH�

The settlement list displays the result of the settlement run with reference to the shipping and PBE documents that were entered in the given settlement period.

3UHUHTXLVLWHV�

CEM Settlement [Seite 121] must have taken place.

$FWLYLWLHV�

1. If you want to display the settlement list, choose /RJLVWLFV�→ &RQVWUXFWLRQ�(TXLSPHQW�0DQDJHPHQW�→ 7UDQVDFWLRQ�'DWD�→ 6HWWOHPHQW�→ 6HWWOHPHQW�/LVW from the R/3 initial screen.

You can alter how the system displays this list in Customizing for CEM under ,QIRUPDWLRQ�6\VWHPV�→ 6HWWOHPHQW�/LVW.



&(0�,QYHQWRU\�

3XUSRVH�

CEM inventory is used in the area of equipment rental. It is based upon recipient-oriented key-date inventory, similar to that used in the Materials Management (MM) module. However, materials are not included in inventory, only equipment (equipment items and multipart equipment). Materials can be included in inventory by using the standard R/3 System.

3UHUHTXLVLWHV�

You should not enter any more shipping documents after the stock lists have been generated.

3URFHVV�)ORZ�

3DUW��

• Determine quantity

• Print stock list

A stock list without any quantities entered is distributed to the usage sites. The stock controller or person responsible on the usage site enters the quantities in the list.

• Create, change and display initial entry of stock balances

After the stock has been counted, the result has to be entered in the system. Items (equipment and small parts) that are not listed in the stock list can also be included. The items must be marked with the appropriate indicator.

3DUW��

• Check entry of stock balances

− Counted stock without equipment number

− Counted stock with equipment number

3DUW��

• Generate stock differences

• Values for stock differences

• Reset generated stock differences

You can use this function to reset inventory completely.

• Write off differences for multipart equipment

You can only write off the differences for multipart equipment using this function. Equipment items are ignored.

You have to use Asset Accounting (AA) in the Financial Accounting (FI) module to deal with equipment items.

5HVXOW�

You have corrected the stock for multipart equipment.



(GLWLQJ�WKH�6WRFN�/LVW�

8VH�

The stock list lists all equipment that has been sent to a construction site or recipient by a certain key date, and therefore should still theoretically be on the construction site. In practice a printout of the stock list serves as a reference for the physical equipment count. The person in charge of inventory or the responsible employee counts the equipment that is physically available on the construction site and enters this quantity in writing on the inventory form.

3UHUHTXLVLWHV�

Before executing the report for the stock list you have maintained the following data:

• Global Settings in Customizing for CEM under 2SHUDWLRQV�DQG�)XQFWLRQV�→ ,QYHQWRU\�→ *OREDO�6HWWLQJV.

• Valid Administrator in Customizing for CEM under 2SHUDWLRQV�DQG�)XQFWLRQV�→ ,QYHQWRU\�→ 9DOLG�$GPLQLVWUDWRUV.

3URFHGXUH�

To display the stock list for a construction site proceed as follows:

1. On the initial screen choose /RJLVWLFV�→ &RQVWUXFWLRQ�(TXLSPHQW�0DQDJHPHQW�→ 7UDQVDFWLRQ�'DWD�→ 3K\VLFDO�,QYHQWRU\��→ 6WRFN�/LVW.

The 6WRFN�/LVW��,QYHQWRU\ screen appears.

2. Select the data that you want to display by completing the relevant restrictions in the screen areas 5HFLSLHQW�RULHQWHG�UHVWULFWLRQV��(TXLSPHQW�UHVWULFWLRQ and &DWDORJ�UHVWULFWLRQ.

You must enter a construction site

The key date is filled with the value defined in the Customizing table *OREDO�6HWWLQJV.

3. Enter the desired value for the number of empty pages and lines per page. If you only want to print empty pages (for example for initial distribution) set the 2XWSXW�HPSW\�SDJHV�RQO\ indicator.


5HVXOW�

The 6WRFN�/LVW��,QYHQWRU\ screen appears. If you want you can print the list, send it, or save it as a file.



'HWHUPLQLQJ�4XDQWLW\�

8VH�

The person responsible for inventory runs this report to determine the number of inventory labels required on a construction site. Usually employees label each of the counted equipment. This avoids double-counting. Only the number of equipment (equipment numbers) is determined. The stock quantity is not relevant for multipart equipment. Sufficient labels are distributed to the person in charge of inventory.

3UHUHTXLVLWHV�

Before executing the report to determine the quantity you have maintained the following data:

• Global Settings in Customizing for CEM under 2SHUDWLRQV�DQG�)XQFWLRQV�→ ,QYHQWRU\�→ *OREDO�6HWWLQJV.

• Valid Administrator in Customizing for CEM under 2SHUDWLRQV�DQG�)XQFWLRQV�→ ,QYHQWRU\�→ 9DOLG�$GPLQLVWUDWRUV.

3URFHGXUH�

If you want to determine quantities for a construction site proceed as follows:

1. On the initial screen choose /RJLVWLFV�→ &RQVWUXFWLRQ�(TXLSPHQW�0DQDJHPHQW�→ 7UDQVDFWLRQ�'DWD�→ 3K\VLFDO�,QYHQWRU\��→ 4XDQWLW\�'HWHUPLQDWLRQ.

The 4XDQWLW\�'HWHUPLQDWLRQ�IRU�,QYHQWRU\�screen appears.

2. Select the data that you want to display by completing the relevant restrictions in the screen areas 5HFLSLHQW�RULHQWHG�UHVWULFWLRQV��(TXLSPHQW�UHVWULFWLRQ and &DWDORJ�UHVWULFWLRQ.

You must enter a construction site

The key date is filled with the value defined in the Customizing table *OREDO�6HWWLQJV.

3. If you want to consider multipart equipment set the &RQVLGHU�PXOWLSDUW�HTXLSPHQW indicator.

4. Choose ([HFXWH.

5HVXOW�

The 4XDQWLW\�'HWHUPLQDWLRQ�IRU�,QYHQWRU\ screen appears. You can determine the number of inventory labels required on the desired construction site.



,QLWLDO�(QWU\�RI�,QYHQWRU\�'DWD�

3XUSRVH�

You use initial entry of inventory data to enter the amount of equipment that has been counted, that means the equipment that is physically available on the construction site.

3URFHVV�)ORZ�

The stock lists are printed on the key date and distributed to the employees with the labels from the person(s) responsible for inventory (quantity determination).

The physical inventory takes place on construction sites, construction yards, and so on. All items (with the exception of scaffolding and shuttering) are given labels during the count to avoid double-entry. The current counter readings are entered for equipment with counters for operational hours/kilometers.

The completed stock lists are confirmed with name, date, and signature and passed to the person responsible for inventory.

The person responsible for inventory ensures that all entered stock of equipment items and multipart equipment is entered in the system by the key date.

5HVXOW�

The stock is entered in the system.



(QWHULQJ�VWRFN�

8VH�

Using this function you can enter equipment that has been counted on the construction site in the system.

3URFHGXUH�

If you want to enter stock for a construction site proceed as follows:

1. On the initial screen choose /RJLVWLFV�→ &RQVWUXFWLRQ�(TXLSPHQW�0DQDJHPHQW�→ 7UDQVDFWLRQ�'DWD�→ 3K\VLFDO�,QYHQWRU\��→ ,QLWLDO�(QWU\�RI�,QYHQWRU\�'DWD��→ (QWHU.

The (QWHU�6WRFN�LQ�,QYHQWRU\ screen appears.

2. Enter the count date (current date) and the construction site for which you want to enter stock.

3. Choose (QWHU.

The (QWHU�6WRFN�LQ�,QYHQWRU\ screen appears.

4. Enter data as required. Enter the counted quantity in the 4XDQWLW\ column. If an equipment is missing on the construction site set the 4XDQWLW\�� indicator. If equipment has been counted on the construction site but was not included in the stock list or not part of the inventory (no equipment number) set the 11 indicator (No (correct) number on equipment)

5. Choose 6DYH.

5HVXOW�

You have entered stock for a construction site in the system.



&KDQJLQJ�6WRFN�

8VH�

Using this function you can change stock on a construction site.

3UHUHTXLVLWHV�

You have already entered stock for a construction site.

3URFHGXUH�

If you want to change stock for a construction site proceed as follows:

1. On the initial screen choose Logistics → Construction Equipment Management → Transaction Data → Physical Inventory → Initial Entry of Inventory Data → Change.

The &KDQJH�6WRFN�LQ�,QYHQWRU\ screen appears.

2. Enter the count date (date on which the stock was entered in the system) and the construction site for which you want to change the stock.

3. Choose (QWHU.

The &KDQJH�6WRFN�LQ�,QYHQWRU\ screen appears.

4. Make the desired changes.

5. Choose 6DYH.

5HVXOW�

You have changed the stock for the construction site that you entered.



'LVSOD\LQJ�6WRFN�

8VH�

Using this function you can display equipment that is on a construction site.

3UHUHTXLVLWHV�


3URFHGXUH�

If you want to display stock for a construction site proceed as follows:

1. On the initial screen choose /RJLVWLFV�→ &RQVWUXFWLRQ�(TXLSPHQW�0DQDJHPHQW�→ 7UDQVDFWLRQ�'DWD�→ 3K\VLFDO�,QYHQWRU\��→ ,QLWLDO�(QWU\�RI�,QYHQWRU\�'DWD��→ 'LVSOD\.

The 'LVSOD\�6WRFN�LQ�,QYHQWRU\ screen appears.

2. Enter the construction site for which you want to display stock.

3. Choose (QWHU.

The 'LVSOD\�6WRFN�LQ�,QYHQWRU\ screen appears.

5HVXOW�

You have displayed the stock for the construction site that you entered.



&KHFNLQJ�6WRFN�'DWD�

8VH�

Using this function you can check stock data.

3UHUHTXLVLWHV�


3URFHGXUH�

If you want to check stock data, proceed as follows:

1. Choose /RJLVWLFV�→ &RQVWUXFWLRQ�(TXLSPHQW�0DQDJHPHQW�→ 7UDQVDFWLRQ�'DWD�→ 3K\VLFDO�,QYHQWRU\�→ &KHFN�(QWU\�RI�6WRFN�%DODQFHV.

The &KHFN�(QWU\�RI�6WRFN�%DODQFHV screen appears.

2. Select the data to be displayed by making the desired entries in the screen areas 5HFLSLHQW�RULHQWHG�UHVWULFWLRQV and (TXLSPHQW�UHVWULFWLRQ. The system fills the key date with the value from the global settings in Customizing for CEM Inventory.


The &KHFN�(QWU\�RI�6WRFN�%DODQFHV screen appears.

4. You see whether open items exist per recipient/construction site. The light is green if there are no open items (that means if all equipment on the construction site has been entered in the system). The light is yellow if some of the equipment has been entered but open items still exist. The light is red if the construction site inventory has not been entered.

5HVXOW�

You have checked the stock that has been entered in the system.



'LVSOD\LQJ�&RXQWHG�6WRFN�:LWKRXW�(TXLSPHQW�1XPEHU�

8VH�

Using this function you can display equipment that has been counted on the construction site and entered in the system (for example entered in Initial Entry of Inventory Data using the inventory number or a description) but that does not have an equipment number in the system (see also Displaying Counted Stock With Equipment Number [Seite 176]). The equipment manager or person responsible for inventory should decide whether the equipment should be given an equipment number or not.

3UHUHTXLVLWHV�


3URFHGXUH�

To display the counted stock without equipment number proceed as follows:

1. On the initial screen choose /RJLVWLFV�→ &RQVWUXFWLRQ�(TXLSPHQW�0DQDJHPHQW�→ 7UDQVDFWLRQ�'DWD�→ 3K\VLFDO�,QYHQWRU\��→ &RXQWHG�6WRFN�:LWKRXW�(TXLSPHQW�1XPEHU.

The &RXQWHG�6WRFN�:LWKRXW�(TXLSPHQW�1XPEHU screen appears.

2. Select the data that you want to display by completing the relevant restrictions in the screen areas 5HFLSLHQW�RULHQWHG�UHVWULFWLRQV and *HQHUDO�UHVWULFWLRQV.

3. If you set the 'LVSOD\�LWHPV�LQGLYLGXDOO\ indicator the system displays the individually counted stock per equipment. If you do not set the indicator the system displays cumulative counted stock, meaning that all individual records are summed per equipment.

5HVXOW�

The system displays the counted stock without equipment number.



'LVSOD\LQJ�&RXQWHG�6WRFN�:LWK�(TXLSPHQW�1XPEHU�

8VH�

Using this function you can display equipment that has been counted on the construction site and entered in the system and that already has an existing equipment number (see also Displaying Counted Stock Without Equipment Number [Seite 175]).

3UHUHTXLVLWHV�


3URFHGXUH�

To display the counted stock with equipment number proceed as follows:

1. On the initial screen choose /RJLVWLFV�→ &RQVWUXFWLRQ�(TXLSPHQW�0DQDJHPHQW�→ 7UDQVDFWLRQ�'DWD�→ 3K\VLFDO�,QYHQWRU\��→ &RXQWHG�6WRFN�:LWK�(TXLSPHQW�1XPEHU.

The &RXQWHG�6WRFN�:LWK�(TXLSPHQW�1XPEHU screen appears.

2. Select the data that you want to display by completing the relevant restrictions in the screen areas 5HFLSLHQW�RULHQWHG�UHVWULFWLRQV and *HQHUDO�UHVWULFWLRQV.

3. Using the 6RUW�RUGHU indicator you can determine how the system displays the list and the columns that the list contains.

4. On the Counted Stock With Equipment Number screen you can sort the columns ascending and descending. You can store this list as a client-dependent (and user-specific) variant using 6HWWLQJV�→ /D\RXW�→ 6DYH.

5HVXOW�

The system displays the counted stock with equipment number.



*HQHUDWLQJ�6WRFN�'LIIHUHQFHV�

8VH�

Using this function you can determine discrepancies between counted and actual stock on a certain key date for the entered selection data. The report automatically generates missing shipping documents.

3URFHGXUH�

If you want to generate stock differences proceed as follows:

1. On the initial screen choose /RJLVWLFV�→ &RQVWUXFWLRQ�(TXLSPHQW�0DQDJHPHQW�→ 7UDQVDFWLRQ�'DWD�→ 3K\VLFDO�,QYHQWRU\��→ *HQHUDWH�6WRFN�'LIIHUHQFHV.

The *HQHUDWH�6WRFN�'LIIHUHQFHV screen appears.

2. Select the data that you want to evaluate by completing the relevant restrictions in the screen areas�(TXLSPHQW�UHVWULFWLRQ and 5HFLSLHQW�RULHQWHG�UHVWULFWLRQV�IRU�PXOWLSDUW�HTXLSPHQW. In 3URJUDP�SDUDPHWHUV you can determine whether you execute a test run or an update run with posting (meaning the shipping documents are generated automatically).



9DOXLQJ�6WRFN�'LIIHUHQFHV�

8VH�

With this function you can determine the value of the stock differences.

3URFHGXUH�

If you want to value the stock differences, proceed as follows:

1. On the initial screen choose /RJLVWLFV�→ &RQVWUXFWLRQ�(TXLSPHQW�0DQDJHPHQW�→ 7UDQVDFWLRQ�'DWD�→ 3K\VLFDO�,QYHQWRU\��→ 9DOXH�6WRFN�'LIIHUHQFHV.

The 9DOXHV�IRU�6WRFN�'LIIHUHQFHV screen appears.

2. Select the data that you want to evaluate by completing the relevant restrictions in the screen areas�5HFLSLHQW�RULHQWHG�UHVWULFWLRQV, (TXLSPHQW�UHVWULFWLRQ��9DO$VVJPW, and *HQHUDO�3DUDPHWHUV.

3. Enter the 9DOXHV�DV�3HUFHQWDJH field. The amount of difference is calculated from the average new value of the equipment multiplied by the percentage.


5HVXOW�

You get a list containing the values of the stock differences.



5HVHWWLQJ�*HQHUDWHG�6WRFN�'LIIHUHQFHV�

8VH�

Using this function you can reset the generated stock differences.

3UHUHTXLVLWHV�

You have generated stock differences.

3URFHGXUH�

If you want to reset generated stock differences, proceed as follows:

1. On the initial screen choose /RJLVWLFV�→ &RQVWUXFWLRQ�(TXLSPHQW�0DQDJHPHQW�→ 7UDQVDFWLRQ�'DWD�→ 3K\VLFDO�,QYHQWRU\��→ 5HVHW *HQHUDWHG�6WRFN�'LIIHUHQFHV.

The 5HVHW�*HQHUDWHG�6WRFN�'LIIHUHQFHV screen appears.

2. Select the data that you want to evaluate by completing the relevant restrictions in the screen areas�5HFLSLHQW�RULHQWHG�UHVWULFWLRQV�IRU�PXOWLSDUW�HTXLSPHQW��(TXLSPHQW�UHVWULFWLRQ and 3URJUDP�SDUDPHWHUV.




:ULWLQJ�2II�'LIIHUHQFHV�IRU�0XOWLSDUW�(TXLSPHQW�

8VH�

Using this function you can write off the differences that you have generated for multipart equipment.

3UHUHTXLVLWHV�

You have generated stock differences.

3URFHGXUH�

If you want to write off differences for multipart equipment, proceed as follows:

1. On the initial screen choose /RJLVWLFV�→ &RQVWUXFWLRQ�(TXLSPHQW�0DQDJHPHQW�→ 7UDQVDFWLRQ�'DWD�→ 3K\VLFDO�,QYHQWRU\��→ :ULWH�2II�'LIIHUHQFHV�IRU�0XOWLSDUW�(TXLSPHQW.

The :ULWH�2II�'LIIHUHQFHV�IRU�0XOWLSDUW�(TXLSPHQW screen appears.

2. Select the data that you want to evaluate by completing the relevant restrictions in the screen areas�5HFLSLHQW�RULHQWHG�UHVWULFWLRQV�IRU�PXOWLSDUW�HTXLSPHQW��(TXLSPHQW�UHVWULFWLRQ and 3URJUDP�SDUDPHWHUV.




$UFKLYLQJ�RI�&(0�'DWD�

8VH�

This function provides

1. a where-used check of standard objects in CEM

2. archiving of CEM objects

About 1:

Checks on the use of objects from the CEM area are added to the check logic for where-used checks of standard archiving objects (such as equipment). The where-used check should ensure that data that is not used in CEM cannot be archived.

About 2:

Data from the CEM area that you no longer require for the business process can be archived and, therefore, deleted from the system. When archiving the system initially stores the data in a file that has been defined in Customizing. When deleting the system imports the archived data from the file and deletes it from the system. The delete program starts automatically when performing archiving.

The provision of archiving objects enables archiving of CEM objects of type shipping documents, performance-based equipment (PBE) documents, catalogs, bills of material (BOMs), insurance data, requisition notes, and condition records. This is integrated in standard archiving.

3UHUHTXLVLWHV�

If you want to archive a CEM object you have to configure the archiving object in transaction 6$5$. Enter the archiving object and choose *RWR�→ &XVWRPL]LQJ.

$FWLYLWLHV�

To archive CEM data call transaction 6$5$ and enter the following archiving objects:

• /SAPCEM01 - CEM shipping document

• /SAPCEM02 - CEM PBE document

• /SAPCEM03 - CEM BOM

• /SAPCEM04 - CEM catalog and catalog entries

• /SAPCEM05 - CEM insurance data

• /SAPCEM06 - CEM condition records

• /SAPCEM07 – requisition note

By entering the relevant archiving object as an info structure you can display archived data in the Archive Information System.

5HVXOW�

In archiving the following data is deleted from the system:

• When archiving shipping documents: document header, document items, and stock data that belongs to the shipping document

• When archiving PBE documents: document header and document items

• When archiving CEM BOMs: BOM header, BOM items, generation files, and classification data

• When archiving CEM catalogs: structure indicator catalog (Table J_3GT370S), structure indicator catalog text (Table J_3GT370ST), catalog (Table J_3GKATAL), catalog text (Table



/SAPCEM/KATTEXT), catalog attributes (Table J_3GKATMER), default catalog code (Table J_3GKATZU), price-list condition-record catalog (Table J_3GPLKAT)

• When archiving individual CEM catalog entries: catalog (Table J_3GKATAL), catalog text (Table /SAPCEM/KATTEXT), classification data for the catalog entries

• When archiving tax/insurance data: tax/insurance data

• When archiving condition records: the corresponding condition table

• When archiving requisition notes: requisition note header data and items

Manual ETM

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Transcript of Manual ETM