ETM exercises

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0.2Exercise Data Sheet

Key to Icons in Exercises and Solutions

Exercises

Solutions

Objectives

Business Scenario

Hints & Tips

Warning or Caution

Login System:

TMG

Client

:

800 User

:

UserXX (XX to be replaced by your number)

Password :

init

Language :

DE or EN

Data “Used” in Exercises

Type of Data

Data in Training System

Company code C002 Plant C002 Sales Organization C002 Distribution Channel C2 Division C2

Master Data

Equipment Master Record C00036

Object Type C060/C110

Owner C002

Administrator C002

PM-Order-owner C00036

PM-Order-administrator C00036 (neue anlagen XX)

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Material (non consumable goods) CG0072 Material (consumable goods) CV0018 Recipient (Int. Constr. Site) CB012 Recipient (Work Corporation) CA007

Project Definition WS001

WBS-Elements WS001-XX (01 –10), WA001-XX

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Data “Created” in Exercises

Type of Data

From you created

Master data

Equipment – time based (1-2) Equipment – PBE (1-4) Equipment – multipart (1-6) PM-Order (2-3) PM-Order (2-4) PM-Order (2-5) Recipient (3-2) Intern. CS Recipient (3-3) Work corp. Recipient (3-4) Const. Yard

Recipient (3-5) Cross company CS Non consumable Material (8-3) Consumable Material (8-4)

Transaction Data

Requisition note (5-1) Shipping document (6-1) Requisition note (6-4) Shipping document (6-5) Shipping document (7-1) Shipping document (7-2) Shipping document (7-3) PBE document (7-4)

Goods entry document (8-6) Shipping document (8-9) Shipping document (8-10) Shipping document (8-11)

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0.3Exercises

Unit: Master Data

Topic: Display and create Master Data

At the conclusion of this exercise, you will be able to:

 To know Master Data necessary for Construction Equipment Management in Detail

 To be able to create and change them

 To understand, how they are connected

 What you can steer with the control parameters

1-1 Display an Equipment

Equipment Number C00036 Navigate in CEM view Class overview  CEM BOM Active Value Assignment, go back to equipment, Display Insurance data, Measuring points/counters.

Menue  Extras  CEM  Usage statement and  Price information

View “Documents” and mark line  press button “display originals”.

Display Equipment C00006  What is the difference between both equipments in Settlement type and/or allowed Document category?

Logistics  Construction Equipment Management  Master Data 

Equipment display

C00036 is a Performance based Equipment (settled due to the PBE-Document) C00006 is a Time based Equipment (settled due to the Shipping Document)

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1.2 Create an Equipment (Time based)

Valid date 01.01.01

Equipment category 1 (CEM Equipment own) Enter description “ Crane for group XX” General View: Enter Object type C110 (Crane) Location View: Enter MaintPlant C002

What happened in CEM View? What is the settlement type? What are the allowed Document categories?

Enter your Planning Group GRXX.

Press Button Class Overview: Enter Class type 002 Assign the Equipment to Class CEM_CRANE Go back to previous view.

Save Equipment and write it down on page 3 of the exercise.

Logistics  Construction Equipment Management  Master Data  Equipment create

There are already proposal values due to the Equipment type C110. The settlement type is shipping document, the allowed document type is shipping document!

1.3 Create a Bill of Material

Enter Equipment (Crane) from (1-2). Catalogue BG91. Enter Number in catalogue 2102-0006 Quantity 1 Enter 2102-0006-A1  Quantity 1

Valid from 01.01.01

Press Value assignment – current BOM for equipment Save and activate it!

Logistics  Construction Equipment Management  Master Data  CatalogsBill of materialCreate.

1-4 Create a second Equipment (Performance based)

Valid date 01.01.01

Equipment category 1 (CEM Equipment own) Enter description “ Excavator for group XX” General View : Enter Object type C060 (Excavator) Location View: Enter MaintPlant C002

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What are the allowed Document categories? Enter your Planning Group GRXX.

Press Button Class Overview: Enter Class type 002 Assign the Equipment to Class CEM_EX_WHEELS Go back to previous view.

Equipment create

There are already proposal values due to the Equipment type C060. The settlement type is PBE document, the allowed document types are shipping document and PBE document!

1-5 Create a Bill of Material

Enter Equipment (Excavator) from (1-4). Catalogue BGL91. Enter Number in catalogue 3110-0050 Quantity 1

Enter 3110-0050-A1  Quantity 1 Valid from 01.01.01

Press Value assignment – current BOM for equipment Mark each line and press Value assigned

Save and activate it!

CatalogsBill of materialCreate

1-6 Create a third Equipment (Multipart)

Valid date 01.01.01

Equipment category 1 (CEM Equipment own)

Enter description “Shuttering panel for group XX ”

General View : Enter Object type C130 (Shuttering/Scaffolding) Location View: Enter MaintPlant C002

What happened in CEM View? What is the settlement type? What are the allowed Document categories?

Enter your Planning Group GRXX.

Logistics  Construction Equipment Management  Master Data  Equipment create

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1.7 Create a Bill of Material

Enter Equipment (Shuttering) from (1-6). Catalogue BGLG91. Enter Number in catalogue 9636-0100 Quantity 2

Valid from 01.01.01

Press Value assignment – current BOM for equipment Mark each line and press Value assigned for item Save and activate it!

CatalogsBill of materialCreate

1-8 Display insurance data for Equipment C00036

Display list. What insurances are shown?

EquipmentInsurance dataDisplay Insurance type C5

1-9 Display Asset C00036 in Company code C002

View “Time-dependent” shows the Internal Order C00036. Click on “Asset value”. See book depreciation and cost-account depreciation. Enter view “posted values”. Get back.

AccountingFinancial AccountingFixed AssetAsset Display Asset

2-1 Display Owner/Administrator C002

Logistics  Construction Equipment Management  Master Data

EnvironmentOwner/AdministratorDisplay

2.2 Display PM-Order Administrator C00036

What is the order-type? J3GV

What is the reference object? Equipment C00036

Enter the view “Cost”. See the cost and revenue. (Revenue will be shown after first settlement has been done!)

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2-3 Create PM-Order Administrator for “Crane”

On the initial screen, enter order type “J3GV”. Put in the equipment from (1-2) as a

reference object equipment.

Enter Maintenance Planning plant C002

When a popup appears (external numbering will be in place), enter “PM001-XX” Description “PM-Order crane Group XX”

Enter work center C002.

Basis start 01.01. of this year, basis end 31.12 of this year. Enter Ctrl-Key PM01.

 Release the order!

Save it and write it down on page 3 of the exercise.

Logistics  Plant Maintenance  Maintenance Processing OrderCreate.

2-4 Create a second PM-Order Administrator for “Excavator”

When a popup appears (external numbering will be in place), enter “PM002-XX” Description “PM-Order excavator Group XX”

Logistics  Plant Maintenance  Maintenance Processing OrderCreate

2-5 Create a third PM-Order Administrator for “Shuttering”

When a popup appears (external numbering will be in place), enter “PM003-XX” Description “PM-Order Shuttering (multiple) elements Group XX”

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Logistics  Plant Maintenance  Maintenance Processing OrderCreate

2-6 Change the Equipment (Crane) from (1-2).

Put the PM-Order from (2-3) in the field PM-Order administrator.

Logistics  Construction Equipment Management  Master Data  Equipment  Change

2-7 Change Equipment (Excavator) from (1-4).

Logistics  Construction Equipment Management  Master Data  Equipment 

Change

2-8 Change Equipment (Shuttering) from (1-6).

Logistics  Construction Equipment Management  Master Data  Equipment  Change

3-1 Display recipient

Recipient CB001  Navigate in CEM view.

What is the recipient type and WBS-Element for cost allocation? What is the dummy recipient number?

Double click on recipient CD006, what recipient type is there? Which data are there additional under “allocation data”? What for are this data?

What role has the “customer for internal settlement”?

RecipientDisplay

For CB001 recipient type 01, cost allocation object WBS-Element CB001. For CD006 recipient type 06. Dummy recipient

CEM-allocation data:

Settlement indicator: According to recipient Settlement type: Working days

Calendar ID: 01

Complete month: Whole month is encompassed Hours per month: 200

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Hours/day: 8 Days/month: 20

This data are for settlement!

Your own company or corporate group, that forwards the order internally!

3.2 Create a recipient (internal construction site)

Use account group: construction site Enter recipient-Number: IC001-XX Enter Sales Area as described on page 1.

Fill in Name  Internal construction site Group XX Country: (your country)

Enter recipient type for “internal construction site”. As default value CD006 will appear (Dummy recipient). Internal settlement number CI002

Enter Planning Group GRXX

Enter WBS-Element for your group: WS001-XX Save it and write it down on page 3 of the exercise.

RecipientCreate

3-3 Create a second recipient (copy from recipient CA007. Sales area as described!)

Use account group: construction site Enter recipient-Number: IA001-XX Enter Sales Area as described on page 1.

Fill in Name  Work corporation Group XX Enter Planning Group GRXX

In CEM View replace the WBS-Element with WA001-XX, belonging to company

code C001!

What is the difference between 3-2 and 3-3? Save it and write it down on page 3 of the exercise.

RecipientCreate

3-2 is an internal construction site.

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3-4 Create a third recipient (copy from recipient CL002. Sales Area as described!)

Use account group: construction site Enter recipient-Number: IY001-XX Enter Sales Area as described on page 1.

Fill in Name  Construction Yard Group XX Enter CEM View.

What is the cost allocation object?

RecipientCreate Cost enter CL002

3-5 Create a recipient (internal construction site) for cross company billing process!

Use account group: construction site Enter recipient-Number: IC002-XX Enter Sales Area as described on page 1.

Fill in Name  Const. site company code C001 / Group XX Country: (your country)

Enter recipient type for “internal construction site”. As default value CD006 will appear (Dummy recipient). Internal settlement number CI002

Enter Planning Area GRXX.

Enter WBS-Element for your group: WA001-XX Save it and write it down on page 3 of the exercise.

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0.4

Exercises

Unit: Transaction Data

Topic:

 Create requisition note

 Create Shipping document

 Enter performed hours for a PBE

5.1 Create a requisition note

Enter the internal construction site you created in (3-2) Change date “Today till (today + 2 days)”

Enter short text: requisition note Group XX

Enter Class CEM_CRANE and the quantity of “1” Enter Characteristics  Hook high max. > 8, go back.

Press Ranking list for immediately information? What popup appears? Save the requisition note and write it down on page 3 of the exercise.

Logistics  Construction Equipment Management  Transaction Data

PlanningRequisition Note Create.

Could not find any equipment for Item 01 of requisition note !

5.2 Change Equipment from (1-2)

 Press Class overview

Enter Characteristic  Hook height max “10”

Logistics  Construction Equipment Management  Master Data  Equipment Change

5.3 Go back in requisition note from (5-1) using requirement overview  Change list.

Enter your planning group GRXX.

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PlanningRequirements Overview  Change list .

It shows those Equipments, whose characteristics fit.

5.4 Enter graphical planning board

Select class CEM_CRANE and Planning group GRXX. Change settings  scale to “Daily period split”.

You enter the CEM planning board.

Mark the request  press “Schedule using hit list", choose an equipment and press copy.

The request is now assigned to the relevant equipment Use the “save and refresh” button.

PlanningRequirements Overview  Graphical Planning Board - Change .

Send the equipment from the graphical planning board directly to the location ordered.

6.1 Create shipping document out of the planning board.

Mark the request, press “Shipping”. A popup appears. Enter C1 for document type. Mark default activity type.

Note the shipping document and write it down on page 3 of the exercise. Refresh the planning board.

6.2 Click on the request to see the shipping document from (6-1).

What is the Document date, sender, recipient and activity type?

Requisition start date, sender space-recipient IC001-XX (=Acquisition), Activity type 02 (in operation).

What is the internal document status.

Internal document status=1 (Normal, shipping document created)

Is a Catalog-number assigned to the equipment? Yes

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6.3 Display requisition note from (5-1). Remove status in selection screen!

What is the status now?

PlanningRequisition Note  Display. 4=Shipping taken place

Optional:

6.4 Create a second request for the work corporation (3-3).

Enter requisition start date “Today”, requisition end date “+1 month” Enter short text: requisition note Group XX.

Enter Class CEM_CRANE and the quantity of “1” Enter Characteristics  Hook high max. > 8, go back.

Press Hit list for immediately information? What is the status of the traffic lights? Red Change “requisition start date” to “Today + 10 days”.

What is the status of the traffic light now? Green

PlanningRequisition Note Create.

Enter graphical planning board

Select class CEM_CRANE and Planning group GRXX. Change settings  scale to “Daily period split”.

You enter the CEM planning board.

Mark the request  press “Schedule using hit list", choose the equipment and press copy.

The request is now assigned to the relevant equipment Use the “save and refresh” button.

Send the equipment from the graphical planning board directly to the location ordered.

6.5 Create Shipping document out of the planning board.

Mark the request, press “Shipping”. Change “user settings”.

In view “create shipping document” enter shipping document type “C1”. Mark “send equipment with” default activity type!

Enter again the planning board to activate the settings.

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6.6 Click on the request to see the shipping document (6-5)

What is the Document date, sender, recipient and activity type?

Requisition start date, sender IC001-XX, -recipient IA001-XX (=Shipping), Activity type 02 (in operation).

7-1 Create a new Shipping document (without reference to a requisition note)

Use Document type (C1=Shipping document) Enter “1st_{of Month ”.}

Leave Sender space (=Acquisition) Enter Recipient from (3-2)

Equipment from (1-4)  1 pieces and (1-6) 20 pieces Activity type in operation.

What is the inventory on recipient (3-2), (3-3) and (3-4)? Enter your planning area

GRXX!

DocumentShipping Document  Create

Environment  Construction Site Stock (TA J4GON)

7-2 Create a second Shipping document

Use Document type (C1=Shipping document) Enter “1st_{of Month + 10 days”.}

Enter Sender recipient (3-2) Enter Recipient (3-3)

Equipment from (1-4)  1 pieces and (1-6) 10 pieces Activity type in operation.

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What is the inventory on recipient (3-2), (3-3) and (3-4) now? Enter your planning area

GRXX!

Environment  Construction Site Stock (TA J4GON)

7-3 Create a third shipping document (for cross company) Use Document type (C1=Shipping document)

Enter “1st_{of Month + 20 days”.}

Enter Sender recipient (3-3) Enter Recipient from (3-5) Equipment from (1-4)  1 piece Activity type in operation.

7-4 Enter performed hours for the performance based equipment (excavator) in the performance based document (Time sheet)

Enter Document type “C6”. Period 15th_{– 16}th_{of the Month.}

Enter 5 Hours for recipient (3-3), Equipment (1-4) for the 15th_{of the Month}

And 4 Hours for the 16th_{of the Month! Both activity type “in operation”.}

Save it.

DocumentPBE Document  Create

7-5 Display performed hours (Transaction J4GQ)

Enter 01st_{of Month – Last day of Month, document type C6, recipient (3-3) and}

equipment (1-4). Double click on document number for further information. Write down the PBE-document number on page 3 of the exercise.

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DocumentPBE Document  Document list for PBE Document list for PBE

7-6 Display evaluation of Hours (Transaction J4GX)

Enter 01st_{of Month – Last day of Month, document type C6, recipient (3-3) and}

equipment (1-4)!

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0.5Exercises

Unit: Material Sales/Repurchase

Topic: Process for Sales and/or Repurchase of

consumable and non consumable Goods

 Create Material

 Enter a goods receipt

 Automatically posted Acquisition to Warehouse/Magazine.

 Send Material from a Warehouse/Magazine to a construction site.

 Send Material from construction site to an external customer/work corporation.

8.1 Display Material CG0072 of the Material type “GBRA”.

Logistics  Construction Equipment Management  Master Data  Material Display Display

8.2 Display Material CV0018 of the Material type “VBRA”.

Logistics  Construction Equipment Management  Master Data  Material Display Display

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8.3 Create a “non consumable Material”.

Use industry sector “Plant eng./construction”, Material type „GBRA“.

Select the following views Basic Data 1, Sales Data 1, Sales general/plant, Purchase,

Accounting 1.

Enter Warehouse/Plant C002, Sales organization C002, Distr. Channel C2 Enter Material description “Aluminum standing ladder (1m) GRXX”.

Enter Base unit of measurement PC, Material group C001,Tax indicator full tax, Availability check KP, Transport group on pallets, Loading group Crane, Valuation class 3300 non valuated material, no price (ignore Info-message)

In view Sales: general/plant mark parameter negative stock! Save it and write it down on page 3 of the exercise.

Logistics  Construction Equipment Management  Master Data  Material Create Generally  Immediately

8-3-1 Assign the Material to a catalog entry using No. in Catalog “631480”.

Press “Value assigned” and note the price ______________________

Logistics  Construction Equipment Management  Master Data  Catalogs Material Assignment  Create

8.4 Create a “consumable Material”.

Use industry sector “Plant eng./construction”, Material type „VBRA“.

Select the following views Basic Data 1, Sales Data 1, Sales general/plant, Purchase,

Accounting 1.

Enter Warehouse/Plant C002, Sales organization C002, Distr. Channel C2. Enter Material description “Metal blade for saw GRXX”.

Enter Base unit of measurement PC, Material group C011! Tax indicator full tax, Availability check KP, Transport group on pallets, Loading group Crane, Price control

V (moving average price/periodic unit price), Valuation class 3030, moving average

price Euro 130, standard price Euro 130.

Logistics  Construction Equipment Management  Master Data  Material Create Generally  Immediately

8.5 Display stock using transaction “MMBE” (stock overview MM). Move the Transaction to

your favorites. Mark the transaction, right mouse click  Add to Favorites for further use. Enter Material from (8-3) and (8-4).

Quantity (8-3)_____________________ Quantity (8-4) _____________________

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Logistics  Materials Management  Inventory Management  Environment  Stock  Stock overview

8.6 Enter transaction “Goods receipt” for Material from (8-3) and (8-4).

Enter Document date and Posting date “1st_{of Month”, Movement type 501, Plant}

C002.

Enter material from (8-3) 100 pieces for Storage location C002. Enter material from (8-4) 200 pieces for Storage location C002.

Save it and write the Material document down on page 3 of the exercise.

Note: The storage location C002 in Plant C002 (MM) will be represented by the ETM-recipient (3-4)!

Logistics  Materials Management  Inventory Management  Goods Movement

 Goods Receipt  Others

8.7 Display stock using transaction “MMBE” (stock overview MM).

Enter Material from (8-3) and (8-4). Quantity (8-3)_____________________ Quantity (8-4) _____________________

Logistics  Materials Management  Inventory Management  Environment  Stock  Stock overview

8.8 Check the movements in ETM, select the recipient “CL002”. Enter Material (8-3) and (8-4). Click on the “external Doc. Number”

What kind of shipping document has been automatically created and what is the activity type?

Logistics  Construction Equipment Management  Transaction Data  Environment  Historical Stock  Material Stock

Acquisition (sender = space)

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8.9 Write the automatically generated shipping document number down on page 3 of the exercise.

8-9-1 Display stock again using transaction “MMBE”.

Check the movements in ETM select the recipient “CL002”. Using transaction “Current Stock for Material”.

Quantity (8-3)_____________________ Quantity (8-4) _____________________

Logistics  Materials Management  Inventory Management  Environment  Stock  Stock overview

Logistics  Construction Equipment Management  Transaction Data  Environment  Current Stock Material Stock.

8.10 Create a second shipping document

Use Document type (C1=Shipping document) Enter “01st_{of the Month + 10 days”.}

Enter Sender “CL002”. Enter recipient from (3-2).

Enter Material (8-3) 50 pieces and (8-4) 20 pieces in view “Material”.

Note the activity type coming up automatically now! See remaining stock on each line in the shipping document.

Logistics  Construction Equipment Management  Transaction Data  Documents  Shipping Documents  Create

8-10-1 Display stock again using transaction “MMBE” .

8-10-2 Check the movements in ETM, select the recipient CL002 and (3-2). Using transaction “Current Stock for Material” (TA J4GM).

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Quantity (8-4) _____________________

8.11 Create a third shipping document.

Use Document type (C1=Shipping document) Enter “1st_{of Month + 15 days”.}

Enter Sender from (3-2). Enter recipient from (3-3).

Enter Material (8-3) 10 pieces in view “Material”.

Note the activity type coming up! The Material (8-4) is consumed/used and therefore a shipping to another construction site is not possible.

8-11-1 Display stock again using transaction “MMBE”.

8-11-2 Check the movements in ETM select the recipient CL002, (3-2), (3-3). Using transaction “Current Stock for Material” (TA J4GM).

Recipient CL002 Quantity (8-3) _____________________ Quantity (8-4) _____________________ Recipient (3-2) Quantity (8-3) _____________________ Quantity (8-4) _____________________ Recipient (3-3) Quantity (8-3) _____________________ Quantity (8-4) _____________________

8.12 Display the shipping document from (8-10). Note the Material Document created.

Logistics  Construction Equipment Management  Transaction Data  Documents  Shipping Documents  Display