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EAM_ConfiguringFleetMgt

EAM_ConfiguringFleetMgt

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05/25/2013

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Configuring Fleet Management in SAP R/3 Enterprise

Kevin Morrow SAP America

Content
Overview Master data Units of measure Consumption calculation Reference object screen Fuel entry PMIS (S114) Summary
 SAP AG 2003, Configuring Fleet Management in R/3 Enterprise, Kevin Morrow / 2

What is fleet management

Fleet management is a solution, not a module Contributions from several SAP modules:
Plant Maintenance Asset Accounting Financials Controlling Materials Management Human Capital Management
………

 SAP AG 2003, Configuring Fleet Management in R/3 Enterprise, Kevin Morrow / 3

Typical fleet model
Total Cost collection
Post depreciation to PM standing order (see consulting note 145932)

Asset

Standing PM order

Asset/Equipment synchronization

Equipment with Fleet segment

Fuel entry transaction

Measuring points

PMIS

Mileage and fuel

Performance analysis (S114 or custom)

 SAP AG 2003, Configuring Fleet Management in R/3 Enterprise, Kevin Morrow / 4

Kevin Morrow / 5 .Transaction configuration  SAP AG 2003. Configuring Fleet Management in R/3 Enterprise.

Reporting configuration  SAP AG 2003. Configuring Fleet Management in R/3 Enterprise. Kevin Morrow / 6 .

Content Overview Master data Units of measure Consumption calculation Reference object screen Fuel entry PMIS (S114) Summary  SAP AG 2003. Configuring Fleet Management in R/3 Enterprise. Kevin Morrow / 7 .

Kevin Morrow / 8 . Configuring Fleet Management in R/3 Enterprise.  SAP AG 2003.View profiles Fleet are simply equipment with a fleet profile allocated to the equipment category.

Kevin Morrow / 9 . Configuring Fleet Management in R/3 Enterprise.Fleet view profile The screen group for fleet makes the fleet sub-screens available for configuration.  SAP AG 2003.

Configuring Fleet Management in R/3 Enterprise. Default equipment categories can be defined for fleet Object types.Categories and Object types View profile allocation per fleet object type.  SAP AG 2003. Kevin Morrow / 10 .

Engine Type and Fleet Usage are used to group fleet objects.Fleet user defined attributes Fluid types are used to default materials in the fuel entry transaction. Kevin Morrow / 11 . Configuring Fleet Management in R/3 Enterprise.  SAP AG 2003.

Configuring Fleet Management in R/3 Enterprise. These fields are available in the fleet list displays  SAP AG 2003.User exits There are user exits specifically for the FLEET segment of the equipment record. ITOB0003 .PM: Customer Exit fleet identification data: Checks The FLEET table has an include CI_FLEET for extending the FLEET master data.PM: Customer Include subscreen for fleet object data ITOB0004 . Kevin Morrow / 12 .

Content Overview Master data Units of measure Consumption calculation Reference object screen Fuel entry PMIS (S114) Summary  SAP AG 2003. Kevin Morrow / 13 . Configuring Fleet Management in R/3 Enterprise.

Units of measure The units of measure are key to the correct calculation of consumption.  SAP AG 2003. This makes it exceptionally easy to work with units of measure. Measurement documents are stored in the unit of the dimension SI unit. All uom’s are defined as a derivation of the SI unit for the dimension concerned e. Kevin Morrow / 14 . length is meter but can have kilometer or mile unit.g. Configuring Fleet Management in R/3 Enterprise.

Consumption (Inverse Area)  SAP AG 2003. Kevin Morrow / 15 . Configuring Fleet Management in R/3 Enterprise.

Key units (Inverse Area)  SAP AG 2003. Configuring Fleet Management in R/3 Enterprise. Kevin Morrow / 16 .

Kevin Morrow / 17 .Consumption (Area)  SAP AG 2003. Configuring Fleet Management in R/3 Enterprise.

Configuring Fleet Management in R/3 Enterprise.Key units (Area)  SAP AG 2003. Kevin Morrow / 18 .

Volume rate of flow  SAP AG 2003. Kevin Morrow / 19 . Configuring Fleet Management in R/3 Enterprise.

Kevin Morrow / 20 .Key units (Volume flow)  SAP AG 2003. Configuring Fleet Management in R/3 Enterprise.

Configuring Fleet Management in R/3 Enterprise.Content Overview Master data Units of measure Consumption calculation Reference object screen Fuel entry PMIS (S114) Summary  SAP AG 2003. Kevin Morrow / 21 .

How it works The simplest way to describe the consumption calculation is: Fuel unit / Work unit The fuel unit may be volume or mass The work unit may be distance or time. If the unit of measure has the inverse dimension the system will take that into account in standard calculations.  SAP AG 2003. PMIS calculated key figures will need to be correctly defined. See SAP support note 563832 for detailed explanation as to how the consumption calculation works. Configuring Fleet Management in R/3 Enterprise. Kevin Morrow / 22 . Note: All units are based on SI and converted as required.

Valid consumption units (Distance) Define SI unit for dimension of calculation.  SAP AG 2003. Kevin Morrow / 23 . Configuring Fleet Management in R/3 Enterprise. Must have the same dimension as the SI unit. Define units for calculation.

Kevin Morrow / 24 .Valid consumption units (Time)  SAP AG 2003. Configuring Fleet Management in R/3 Enterprise.

Configuring Fleet Management in R/3 Enterprise.Counter definition Measuring point positions are used to determine measuring point usage.  SAP AG 2003. Kevin Morrow / 25 . (field PSORT) Each measuring point position is assigned one or more purposes that control how the position is utilized.

 SAP AG 2003. Kevin Morrow / 26 .Valid counter purposes. Configuring Fleet Management in R/3 Enterprise.

Consumption calculation key Specify the following: Unit for consumption The Fuel counter The Primary counter Short term average calculation Long term average calculation The primary counter is the counter used to measure the “effort” performed e. Kevin Morrow / 27 . hours operated.  SAP AG 2003.g. Configuring Fleet Management in R/3 Enterprise. miles traveled.

Kevin Morrow / 28 .Replacement relevant counters When replacement relevant counters are defined the current readings are displayed in the master data screen. Configuring Fleet Management in R/3 Enterprise.  SAP AG 2003.

Content Overview Master data Units of measure Consumption calculation Reference object screen Fuel entry PMIS (S114) Summary  SAP AG 2003. Configuring Fleet Management in R/3 Enterprise. Kevin Morrow / 29 .

Configuring Fleet Management in R/3 Enterprise. The field is only valid for display on reference object screen 0150.  SAP AG 2003. Kevin Morrow / 30 .Set reference object screen for vehicle Fleet identification field to be used as reference.

Kevin Morrow / 31 . Configuring Fleet Management in R/3 Enterprise.Content Overview Master data Units of measure Consumption calculation Reference object screen Fuel entry PMIS (S114) Summary  SAP AG 2003.

Settlement order WBS Element. Posts costs to assigned object (Standing order.Fuel entry The fuel entry transaction performs the following functions: Enters measurement documents for counters. Kevin Morrow / 32 . Asset). Performs goods movements if required. Configuring Fleet Management in R/3 Enterprise.  SAP AG 2003. Transaction is “IFCU”. Cost center.

Transaction “IFCU” is used for individual vehicle fuel entry.Fuel entry (Transaction IFCU) Warning or error if tolerance breached.  SAP AG 2003. Kevin Morrow / 33 . Configuring Fleet Management in R/3 Enterprise. This transaction utilizes BAPI’s and can be used as an example for a user developed entry screen for mass entry.

Gas stations are defined storage locations within a plant.  SAP AG 2003. Configuring Fleet Management in R/3 Enterprise.the tolerance defined. Materials can be defined for each consumable per gas station with a default value designated. Kevin Morrow / 34 .Tolerance and Gas station Tolerance checks are used to determine if entered counter readings are consistent with the average reading +/.

Configuring Fleet Management in R/3 Enterprise. Kevin Morrow / 35 .Fuel entry parameters Default materials for fluid types.  SAP AG 2003. Default cost posting for fuel issue.

Where to set the defaults The fuel and lubricants sub-screen (230) is used to set the default values for entry. Configuring Fleet Management in R/3 Enterprise.  SAP AG 2003. If it is missing check your fleet view profile. Kevin Morrow / 36 .

Kevin Morrow / 37 .Content Overview Master data Units of measure Consumption calculation Reference object screen Fuel entry PMIS (S114) Summary  SAP AG 2003. Configuring Fleet Management in R/3 Enterprise.

Configuring Fleet Management in R/3 Enterprise. Transaction FIBF Need to create initialization reading to ensure accuracy. Kevin Morrow / 38 .  SAP AG 2003.PMIS counter update Uses Business Transaction Event (BTE) interface to update communication structure.

Key figure definition A: Key Figure is updated B: Key figure is calculated  SAP AG 2003. Configuring Fleet Management in R/3 Enterprise. Kevin Morrow / 39 .

Configuring Fleet Management in R/3 Enterprise.Calculated key figures Define key figures to be calculated Define fields and function module Standard calculations supplied are metric User defined calculations possible See note 662197  SAP AG 2003. Kevin Morrow / 40 .

US calculations are missing and need to be added as per note 662197. Kevin Morrow / 41 . Useful for companies operating in different countries. Configuring Fleet Management in R/3 Enterprise.  SAP AG 2003.Key figure value determination Provision for multiple units for calculation.

S114 (Transaction MCIZ) Multiple unit systems can be setup and selected at time of reporting. Kevin Morrow / 42 .  SAP AG 2003. Configuring Fleet Management in R/3 Enterprise.

Calculated value totals are also calculated rather than summed as in standard columns.S114 output Calculations are performed at line level. Kevin Morrow / 43 .  SAP AG 2003. Configuring Fleet Management in R/3 Enterprise.

Kevin Morrow / 44 . Configuring Fleet Management in R/3 Enterprise.Content Overview Master data Units of measure Consumption calculation Reference object screen Fuel entry PMIS (S114) Summary  SAP AG 2003.

Summary • Ensure your units of measure are correct • Follow the sequence of the IMG • Reference objects only work on screen 0150 • Create your own key figure calculations • Don’t be afraid to explore • Utilize BAPI’s if needed for mass entry programs  SAP AG 2003. Configuring Fleet Management in R/3 Enterprise. Kevin Morrow / 45 .

com (All releases) (Product Management.Contacts For more further information please contact… E-mail: kevin.ellis@sap.blake@sap.com matthias.morrow@sap.wobbe@sap. Kevin Morrow / 46 .com kahn. SAP AG) (Product Management.com sharon. Configuring Fleet Management in R/3 Enterprise. SAP America) (Public Services)  SAP AG 2003.

Intelligent Miner. S/390®. AIX ®. Program Neighborhood®. IBM® . MVS/ESA. UNIX ®. 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. DHTML. JAVA® is a registered trademark of Sun Microsystems. Inc. X/Open®. OS/2 ®. and Motif® are registered trademarks of the Open Group. ICA®. All other product and service names mentioned are the trademarks of their respective companies. SAP. the Citrix logo. OSF/1 ® . mySAP. Inc. JAVASCRIPT® is a registered trademark of Sun Microsystems. Some software products marketed by SAP AG and its distributors contain proprietary software components of other software vendors. MetaFrame®. XML. xSeries. xApp and other SAP products and services mentioned herein as well as their respective logos are trademarks or registered trademarks o f SAP AG in Germany and in several other countries all over the world. Kevin Morrow / 47 . OS/390®. MultiWin® and other Citrix product names referenced herein are trademarks of Citrix Systems. Configuring Fleet Management in R/3 Enterprise.com. WinFrame®. MarketSet and Enterprise Buyer are jointly owned trademarks of SAP AG and Commerce One. Massachusetts Institute of Technology. Word®. AS/400®. iSeries. WebSphere®. EXCEL®. Citrix®. xApps. Tivoli ®. HTML. ORACLE® is a registered trademark of ORACLE Corporation. World Wide Web Consortium. Parallel Sysplex® . VideoFrame®. WINDOWS®. Inc. AFP. XHTML are trademarks or registered trademarks of W3C®. DB2®. Informix and Informix® Dynamic ServerTM are trademarks of IBM Corporation in USA and/or other countries. The information contained herein may be changed without prior notice. zSeries. R/3.  SAP AG 2003. used under license for technology invented and implemented by Netscape. mySAP. OS/400®. Netfinity®. NT®. DB2 Universal Database.Copyright 2003 SAP AG. z/OS. pSeries. PowerPoint® and SQL Server® are registered trademarks of Microsoft Corporation. Microsoft®..

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