Work Instruction - University of Leedssapinfo.leeds.ac.uk/content/ie01/wi/word/ie01wi.doc · Web...
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Title: Create Equipment Record Category 1 : Category 2 : Work Instruction Create Equipment Record IE01 Purpose Use this procedure to create an equipment record. Trigger Perform this procedure when you need to record an item of equipment as per the financial procedures and/or Faculty requirements. There are only 3 system mandatory fields: Description, authorization group and inventory number. These fields must be completed to create the record; other fields that are required to be completed can be populated at this stage or at a later date using transaction IE02 ‘Change Equipment’. This procedure describes only those fields that are required by the University Financial Procedures for the initial record. Other optional fields such as electrical testing, PAT testing and IT characteristics are described in transaction IE02 ‘Change Equipment.’ Prerequisites The item of equipment has been purchased and received. Menu Path Use the following menu path to begin this transaction: Select Logistics Plant maintenance Management of Technical Objects Equipment Create to go to the ‘Create Equipment’ screen. Transaction Code IE01 File name: document.doc Reference Number: Version: Not Started Last Modified: 1/26/2005 12:58 PM Work Instruction Page 1 / 14
Transcript of Work Instruction - University of Leedssapinfo.leeds.ac.uk/content/ie01/wi/word/ie01wi.doc · Web...
Title: Create Equipment RecordCategory 1 :Category 2 :
Work Instruction
Create Equipment Record IE01
PurposeUse this procedure to create an equipment record.
TriggerPerform this procedure when you need to record an item of equipment as per the financial procedures and/or Faculty requirements.
There are only 3 system mandatory fields: Description, authorization group and inventory number. These fields must be completed to create the record; other fields that are required to be completed can be populated at this stage or at a later date using transaction IE02 ‘Change Equipment’.
This procedure describes only those fields that are required by the University Financial Procedures for the initial record. Other optional fields such as electrical testing, PAT testing and IT characteristics are described in transaction IE02 ‘Change Equipment.’
Prerequisites The item of equipment has been purchased and received.
Menu PathUse the following menu path to begin this transaction:
Select Logistics Plant maintenance Management of Technical Objects Equipment Create to go to the ‘Create Equipment’ screen.
Transaction CodeIE01
File name: document.docReference Number:
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Procedure
1. Start the transaction using the menu path or transaction code.
Create Equipment : Initial screen
2. Click on .
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Title: Create Equipment RecordCategory 1 :Category 2 :
Create Equipment : Details
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3. As required, complete/review the following fields:
Field Name R/O/C Description
Description R Description of the item of equipment.Example: Computer
AuthorizGroup R Authorization Group code – equivalent to the purchasing group.Example: BB
Inventory no. R Inventory no number on the equipment label.Example: 95123
AcquistnValue 1st box O Purchase price (include VAT if irrecoverable).Example: 500
AcquistnValue 2nd box O Currency of the acquisition value.Example: GBP
Acquistion date O Acquisition date.Example: 10.12.04
Manufacturer O Manufacturer’s name.Example: Dan
Model number O Manufacturer’s Model number.Example: PC55
ManufSerialNo. O Manufacturer’s Serial No.Example: 321123
4. Click on .
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Create Equipment : Location
5. Click on next to Funct. Location.
Change Equipment Installation Location
6. Click on on Funct. Location field.
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Functional location
If the pop up box above is displayed click on and select ‘structural display’ from the list. The screen below will be displayed.
Next time you search on functional location the system will default to ‘structural display’.
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Functional Location Structure: Selection
7. As required, complete/review the following fields:
Field Name R/O/C Description
Functional Location O Functional Location code.Example: 1 for the whole University
8. Click on .
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Create Equipment: Structure List
9. Click on against the appropriate description until you find the room where the equipment is located.
10. Double-click on the room e.g. .
Change Equipment Installation Location
11. Click on .
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Create Equipment : Location
12. Click on .
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Create Equipment : General
13. As required, complete/review the following fields:
Field Name R/O/C Description
Asset O SAP asset number for items with an acquisition value of >£25kExample: 700123
14. Click on .
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Create Equipment : Other data
15. As required, complete/review the following fields:
Field Name R/O/C Description
Purchasing Doc. O SAP Purchasing Order NumberExample: 4500123654
16. Click on and the vendor number and description is derived from the purchase order.
You can drill down to the SAP purchase order by double clicking on the purchase order number. This may contain useful information for completing some of the other fields such as acquisition value, cost object and description.
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Create Equipment : Other data
17. Click on .
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Create Equipment : Other data
18. As required, complete/review the following fields:
Field Name R/O/C Description
Insurance Code O Insurance Code to denote type of insurance cover required.Example: Not Insured
19. Click on .
The system displays the message, "Equipment created with the number 100XXXXX."
20. You have completed this transaction.
ResultYou have created an equipment record for your Faculty/Department inventory.
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