1

Overview

Trigger:

Maintenance history needs to be captured for a physical technical object.

Business Process Procedure Overview

This document describes how to create Equipment for use in QM functions. Equipment are master data to manage physical objects in QM and Customer Service. An Equipment master data object must be created here before it may be associated with a Functional Location object.

Input Required FieldsField Value/Comments

EquipmentIf Equipment number is assigned by the system leave this blank, otherwise enter an equipment number

Valid OnDefaults to the system date if no entry is made

Equipment categoryM for Machines. Other categories may be created in configuration.

Output - ResultsComments

Equipment available for useRefer to Business Procedure document Display Equipment to verify changes

Tips and Tricks

An existing QM Equipment or material may be referenced to reduce input time.

Depending on the configuration, some tabs may not be available.

Procedural Steps1.1.Access transaction by:

Via Menusa) Logistics ( Plant Maintenance ( Technical Objects ( Equipment ( Create (general)

b) Logistics ( Quality Management ( Test Equipment Management ( Test Equipment ( Equipment ( Create

c) Logistics ( Production ( Master Data ( Production Resources and Tools ( Productions Resources / Tools ( Equipment ( Create

d) Logistics ( Project System ( Documents ( Document Management System ( Environment ( Bills of Material ( Environment ( Technical Objects ( Equipment ( Create (general)

e) Logistics ( Sales and Distribution ( Master Data ( Products ( Bills of Material ( Environment ( Technical Objects ( Equipment ( Create (General)

Via Transaction CodeIE01

1.2.On screen Create Equipment: Initial Screen, enter information in the fields as specified in the table below:

>Field NameDescriptionR/O/CUser Action and ValuesComments

Equipment Number of the technical object to be created. The number can come from a range that is internal or external. R

If internally numbered leave blank and the system will supply a number when you save. If an external number range is available and an external number is required enter one. May have internal and external number ranges

Valid onValidity date of the technical objectRDefaults to current day.

Equip. Cat. Key for distinguishing individual technical objects according to their use.RSelect from the pull down list. Use M (machines) for QM equipment.

Will default from configuration but you may change the value if required.

ReferenceSection Header

EquipmentNumber by which a piece of equipment can be clearly identified.OEnter the equipment number of an existing equipment that you want to use as a reference for copying.Do not use if entering material number

MaterialAlphanumeric key uniquely identifying the material.OEnter the material number of an existing material that you want to use as a reference for copying.Do not use if entering equipment number

Press ENTER keyAlternately, click on the green check mark icon

(Note: On above table, in column R/O/C; R = Required, O = Optional, C = Conditional)

1.2.1 Match codes are available for lookup of reference equipment or material.

1.2.2 Fields will be copied from the reference equipment or material to save input time.

1.2.3 Press the enter key or the green check mark to continue to the next screen.

1.3.On screen Create Equipment: General Data, enter information in the fields as specified in the table below:

>Field NameDescriptionR/O/CUser Action and ValuesComments

EquipmentNumber by which a piece of equipment can be clearly identified.RThe system will default this number in from the Create Equipment : Initial Screen

Description Description of a technical object in the form of a short text.OEnter a short text for the equipmentLong text is available

StatusA status which the system sets internally as a part of general status management.CThe system will assign both the system and user status automatically based on the transactions performed on this technical object.Both the system and user statuses can be determined in configuration.

Valid fromDate indicating as of when an entry is valid from.RDefaults to the system date

Exp. dateDate indicating up to when an entry is valid.RDefaults to the last day of the year 9999

General dataSection Header

ClassName used to uniquely identify a class within a class typeOSelect a class from the pull down list. Use this field only if classification is being utilized.

The class must first be set up in Logistics>

Central functions>

Classification section of the SAP Easy Access menu.

Object typeKey that describes the type of technical objectOSelect the object type from the pull down list.Object types are set up in configuration

AuthorizGroupAuthorization group of a technical object in Plant Maintenance. The group of users with access for processing transactions for this object.OAuthorization group would have ro be maintained in the user master record.Controls change access

WeightWeight of the objectOEnter the weight.

Unit of measure for weightCEnter unit of measure for weight.Required if weight input. This field has no name.

Size/dimension.The size and dimensions of the objectOFree flow text

Inventory no.Inventory number under which the technical object is stored in Asset Accounting (AM)OEnter the inventory number.

Start-up dateTime at which the technical object came into operation.OEnter the date or select a date from the pull down calendar. Used to calculate mean time between failure

Reference dataSection Header

AcquisValue Value of equipment at the time of acquisition.OEnter the dollar value of the equipment.

Currency key for currency of acquisitionC Enter the currency key.Required if AcquisValue is input. This field has no name.

Acquistn. dateDate the equipment was acquiredOEnter the date or select a date from the pull down calendar.

ManufacturerdataSection Header

ManufacturerName of the manufacturer of the assetO Enter the manufacturer name.This field is currently for informational purposes only.

ManufCountryCountry where the equipment was manufactured.OEnter the manufacture country.

Model numberManufacturers model numberOEnter the model number.

Constr. yr/mthYear and month in which the technical object was constructed.OEnter the year and month the equipment was manufactured.

ManufPartNo.Manufacturers part number used to manage objects of the same category. O Enter the manufacturer part number.

ManufSerialNo.The serial number is the number that is assigned by the manufacturer for an individual technical object.O Enter the manufacturer serial number.

Select a the Location tab or press Enter.

1.4.On screen Create Equipment: Location, enter information in the fields as specified in the table below:

>Field NameDescriptionR/O/CUser Action and ValuesComments

MaintPlantNumber which clearly identifies the maintenance plant. Plant, in which the technical objects of a company are installed. Plant responsible for maintenance on this equipment.OEnter the number of the maintenance plant if desired

LocationIndicates a location in a plant.OEnter the location

RoomIn this field you can designate a specific room for the asset.O Enter a room designation as textThis field is used for informational purposes. Can be used as a sort criterion in reports such as an inventory list.

Plant sectionSub-division of maintenance plants into production areas.OEnter the plant section if desired

Work centerKey for identifying the work center. Work center responsible for the completion of the maintenance tasksOEnter a work center or select from the pull down list.

ABC indic.ABC indicator of a technical object. Ranking of importance of the master records of technical objects. OEnter a value A, B or C if desiredDerived from ABC analysis

Sort fieldThis field is for a companys internal use and is not checked by the SAP system.OCan enter a company specific sort term in this field for the technical object. You can also define a matchcode for this field.

1.4.1 Use the Create icon in the address section to enter address information

1.5.On screen Create Equipment: Organization, enter information in the fields as specified in the table below:

>Field NameDescriptionR/O/CUser Action and ValuesComments

Account AssignmentSection Header

Company codeOrganizational unit within financial accounting for reporting as a legal entity.CDerived from the maintenance plant. Once found it is display only. To change you must change the maintenance plant.

Business areaOrganizational unit in FI based on grouping by product or market. OEnter the business areaRequired if flagged as required in FI

AssetMain asset number, together with sub-number identifies a fixed assetOEnter the main asset number from fixed asset accounting

Asset sub-number, together with Asset number identifies a fixed asset.OEnter the Asset sub-number from fixed asset accounting

Components of complex Assets

Cost centerOrganizational unit in controlling where costs are incurredO Enter the cost center, if applicable.Needed to settle the costs incurred in the QM order.

WBS elementIndividual structural element in a work breakdown structure (WBS) representing the hierarchical organization of a project. Describes either a concrete task or a partial one that can be further divided.O Enter the WBS Element, if applicable.

StandgOrderNumber of the standing order through which settlement of all the maintenance tasks will take place that do not have an individual order.OEnter the standing order number, if applicable.

SettlementOrderOrder on which the QM order should be settled.OIf QM orders for this equipment must be settled to another order, enter that order hereOrder settlement can involve the settling of orders to others. When this is the case a settlement order can be proposed from the technical object.

Areas of responsibilitySection Header

Planning plantPlant in which maintenance tasks are planned and prepared. Plant responsible for maintenance planning for this equipmentOEnter the planning plan.Defaults into orders referencing this equipment

Planner groupGroup of employees responsible for the planning and processing of maintenance tasks in a particular plant.OEnter the Planner groupDefaults into orders referencing this equipment

Main WorkctrWork center in overall charge when a maintenance task is done. OEnter the main work center.Defaults into orders referencing this equipment

Plant associated with main work centerCMust be entered if a Main work center is entered.This information will default from the work center master data if entered.

Catalog profileCombination of group codes from several catalogs that restricts the list of values for the information contained in the notification. Combination of code groups made available for quality reporting OEnter the catalog profile.Defaults into orders referencing this equipment

1.6. If entry of additional information is desired, use the following screens:

1.6.1 Structuring Tab

Use the information on this tab to place the equipment in a hierarchy with functional locations and other equipment.

1.6.1.1 Installation Location

To enter the installation location information select menu Structure ( Change InstallLoc..

or press the change install location icon.

1.6.1.2 Sub-Equipment

To enter sub-equipment information select menu Structure ( Sub-equipment.

1.6.1.3 Class Overview Button

Use to enter class type used to define parameters in the classification system.

1.6.1.4 Documents Button

Use to enter the equipment master link to documents in the document management system.

1.6.1.5 Measuring points/counters

Use to enter measuring points/counters for this equipment.

1.6.2 Partners and More Tab

Use the information on this tab to record partner information for this piece of equipment.

1.7. Save theTest/Measurement equipment. (Click on the save icon, or Ctrl+S)