Etm Overview

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SAP ETM

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  • mySAP E&C Equipment and Tools

    Management

    - Overview -

    Industry Unit E&C

    SAP AG

  • SAP AG 2001, mySAP E&C Equipment Management, Carsten Dietze 2

    Equipment Management is the mySAP solution for

    planning, administration and settlement of

    Equipment and Material.

    mySAP E&C Equipment Management

  • SAP AG 2001, mySAP E&C Equipment Management, Carsten Dietze 3

    mySAP E&C Contractors Solution Map 2001

  • SAP AG 2001, mySAP E&C Equipment Management, Carsten Dietze 4

    Supported Business Processes by ETM

    1 Renting pieces of equipment Internal

    External (Joint Venture)

    2 Selling and buying of non consumption material

  • SAP AG 2001, mySAP E&C Equipment Management, Carsten Dietze 5

    Performance Based

    Equipment

    Terminology

    Time Based Equipment

    Multi-Part Equipment

    Example

    - Cranes

    Example

    - Excarvators

    Example

    - Nails, Bolts

    - Drilling Maschines

    - Screwdrivers

    Example

    - Formwork

    - Scaffolding

    Material (consumable and non-consumable materials)

    Billing according to usage on site Individual Stock

    Billing according to counter readings

    Individual Stock

    Billing or Sale and buy back No Individual Stock

    Sale and buy back No Individual Stock

  • SAP AG 2001, mySAP E&C Equipment Management, Carsten Dietze 6

    ETM - Roles and Responsibilities

    Equipment

    Administrator

    Customer

    Equipment

    Owner

    Site Manager

    Administrator

    Equipment Owner

    Customer

    Equipment belongs

    to the owner.

    Administrator is

    responsible for the

    planning and usage of

    equipment

    Client of the company

    that runs the construction

    site. Uses equipment in

    case of external rental

    Requirements

    Determination

    Equipment

    Planning

    Rental

    Agreements

    Deployment

    Management

    Settlement and

    Billing

    Equipment Lifecycle Management

    Construction Site

    Orders equipment. Uses

    equipment in case of

    internal rental

  • SAP AG 2001, mySAP E&C Equipment Management, Carsten Dietze 7

    Owner

    Purchasing and Insurance Equipment as Asset Depreciation posting

    ETM Roles and Process Flow

    Equipment Manager

    Leases Equipment from owner Maintains the Equipment Plans requirements, manages stocks Rents equipment and charges recepient

    Recepient

    Reports requirements Pays rental fee Buys and sells back tools and materials

    Parties involved

  • SAP AG 2001, mySAP E&C Equipment Management, Carsten Dietze 8

    Equipment Rental: Process Flow

    Creates Requisition note (optional)

    Shipping- / PBE document

    Periodical settlement

    Confirmation of requirement (optional)

    Periodical billing

    Administrator Handling of equipment and material

    Recipient Equipment

    Construction site

  • SAP AG 2001, mySAP E&C Equipment Management, Carsten Dietze 9

    ETM Logistical Process

    Requisition note

    Requirement from

    Site Manager

    Recipient, e.g.

    Construction site

    1. Shipping

    document

    2.

    Availability?

    Equipment

    Manager

    3.

    Business Process Logistical Part

    Requisition Note specifies the required equipment

    Hitlist of possible equipments based on requisition note

    Availability of equipment? Confirmation or Rejection

    Shiping Document

  • SAP AG 2001, mySAP E&C Equipment Management, Carsten Dietze 10

    Requisition Note

    Pos. Class/Equipment Values Quantity

    10 Excarvator p>150 kW 2 pc 20 Crane h> 40 m 1 pc

    30 Scaffolding 300 m

    Recipient: Construction Site X

    Requisition Period: 08/08/2001 - 12/10/2001

    Notes: Please deliver in time!

    Requisition Note 18

    Site Manager

    creates Requistion note

    Equipment Manager

    Specifies type of the required equipment

    Requisition Period

    Equipment planning

    Assigns equipment to requirement

  • SAP AG 2001, mySAP E&C Equipment Management, Carsten Dietze 11

    Shipping document

    Shipping Document Features

    Transfer requisition note into Shipping document

    Parking of Shipping document for later processing

    Equipment Shipping Documents

    One Shipping document for pieces of equipment and material

    Equipments-In-Stock overview

    Equipment Manager Recipient (Site Manager)

    Shipping document

  • SAP AG 2001, mySAP E&C Equipment Management, Carsten Dietze 12

    . . . Versus . . .

    Shipping Document

    ETM Requirements Usage

    Based on Shipping

    Document

    Operators Report

    Operators Reports

    Shipping Document

    Shipping of Equipment and Material

    Billing based on Time and type of use on site

    Performance Based Equipment

    Billing based on

    Counter Readings

    Operation Time

  • SAP AG 2001, mySAP E&C Equipment Management, Carsten Dietze 13

    ETM Value Flow

    Business Process Settlement (Example: Work Corporation)

    Equipment Manager leases equipment from owner

    Equipment Manager rents equipment to site manager

    Equipment Manager sents invoice on behalf of the site manager to debtor

    Debtor pays invoice to the site manager

    Owner

    Lease 700,-

    Deprec. -300,-

    Profit 400,-

    Equipment

    Manager

    Rent 2.000,-

    Lease -700,-

    Profit 1.300,-

    Invoice 3000,-

    Debtor Site Manager

    Rent ext. 3000,-

    Rent intern -2000,-

    Profit 1000,-

  • SAP AG 2001, mySAP E&C Equipment Management, Carsten Dietze 14

    Scenarios

    mySAP E&C Equipment Management

  • SAP AG 2001, mySAP E&C Equipment Management, Carsten Dietze 15

    (I) External Rental

    Parties involved

    Administrator Handling of equipment and material

    Recipient Construction site A

    Debtor

    External Customer of Recipient

  • SAP AG 2001, mySAP E&C Equipment Management, Carsten Dietze 16

    (I) External Rental: Value Flow

    Recipient

    Cost rental

    Cost provision fee

    Revenue rental

    Revenue loading Revenue provision fee

    Debtor

    Cost rental

    Cost provision fee

    Asset

    Owner / Administrator

    Revenue rental

    Deprecation cost Maintenance cost

    Equipment

    Internal Billing External Billing

    Cost loading Cost loading 15

  • SAP AG 2001, mySAP E&C Equipment Management, Carsten Dietze 17

    (I) External Rental: Complete Process

    Shipping document and/or PBE document

    Warehouse Recipient Administrator

    Equipment Site location

    Process flow

    Debtor

    of Recipient

    Asset

    Cost center PM Order WBS Element

    Revenue loading 10

    Revenue provision fee 20

    Cost deprecation 80

    Revenue rental 100 Cost rental 100

    Cost loading 15

    Cost provision fee 20

    Periodically deprecation 80

    Periodical settlement with cost allocation

    Debtor

    Revenue rental 120

    Revenue loading 15

    Cost rental 120

    Cost provision fee 25

    Cost loading 10

    Revenue provision fee 25

    Recipient Sender

  • SAP AG 2001, mySAP E&C Equipment Management, Carsten Dietze 18

    (II) Internal Rental

    Parties involved

    Administrator Handling of equipment and material

    Recipient Construction site A

  • SAP AG 2001, mySAP E&C Equipment Management, Carsten Dietze 19

    (II) Internal Rental: Value Flow

    Asset

    Owner / Administrator

    Revenue rental

    Deprecation cost Maintenance cost

    Equipment

    Recipient

    Cost rental

    Cost provision fee

    Revenue rental

    Revenue loading Revenue provision fee

    Internal Billing

    Cost loading

  • SAP AG 2001, mySAP E&C Equipment Management, Carsten Dietze 20

    Internal Rental: Complete Process

    Shipping document and/or PBE document

    Warehouse Recipient Administrator

    Equipment Site location

    Process flow

    Asset

    Cost center PM Order WBS Element

    Revenue loading 10

    Revenue provision fee 20

    Cost deprecation 80

    Revenue rental 100 Cost rental 100

    Cost provision fee 20

    Periodically deprecation 80

    Periodical settlement with cost allocation

    Revenue rental 120

    Revenue loading 15 Cost loading 10

    Revenue provision fee 25

    Recipient Sender

  • SAP AG 2001, mySAP E&C Equipment Management, Carsten Dietze 21

    (III) Sales and repurchase of non consumable material

    Warehouse

    Cost center

    Recipient A

    Site location

    Recipient B

    Site location

    WBS element

    Shipment of material

    Material

    Shipping document Shipping document

    Material sales

    Material sales

    Material repurchase

    Revenue 100 Cost 100

    Revenue 80 Cost 80

    Revenue 100 Cost 100

    Material

    Periodical settlement with cost allocation

    WBS element

  • SAP AG 2001, mySAP E&C Equipment Management, Carsten Dietze 22

    (IV) Consumable material

    Warehouse Recipient A

    Site location

    WBS element

    Shipment of material

    Shipping document

    Cost

    Cost allocation (automatical goods movement with shipping)

    Warehouse inventory

  • SAP AG 2001, mySAP E&C Equipment Management, Carsten Dietze 23

    Summary

    mySAP E&C provides a solution for

    equipment management, covering

    Internal Rental

    Joint Ventures

    Materials and Tools

    Major Benefits

    Providing detailed information to your equipment

    Visibility of costs, revenues, down times,...

    Better availability, improved utilization and reduced maintainance cost