SAP _ PM /EAM Configuration 5

Assign User Status Profile to Equipment Category

Assign Partner Determination Procedure to Equipment Category
Define Field Selection for the Equipment Master Record
Allow Multilingual Text Maintenance for Each Equipment Category
Assign View Profile and Equipment Categories to Fleet Object
Define Consumable Types
Define Usage Types for Fleet Objects
Define Engine Types for Fleet Objects
Make Settings for Units of Measurement for Monitoring of Con
Define Special Measurement Positions for Fleet Objects
Define Calculation Method for Fleet Consumption Values
Set Field Selection for Specific Fields in Fleet Management
Set Reference Object Screen for Vehicles

Assign User Status Profile to Equipment Category

You can allocate a status profile to each equipment category in this

step.

Notes

You should only use different status profiles for the individual
equipment categories when this is necessary from the viewpoint of your
processes, for example, because you are dealing with completely
different device categories.
If you are using different status profiles for different equipment that
is administered by the same users, there is a risk that the status
maintenance will be unclear, owing to a high number of internally
defined statuses and next statuses.

Activities

Check that the standard system status fulfills your requirements.

You should only define a user status if the number or level of detail of
the system status does not conform to your requirements.

If necessary, assign a user status profile to each equipment category.

Assign Partner Determination Procedure to Equipment Category

In this step you can allocate a partner determination procedure to each

equipment category.

Requirements
Before you make the allocations, the possible partner determination
procedures must be defined.

Definition partner determination procedure

Note

When you allocate a partner determination procedure, you are simply

defining the possible partner functions. If you have defined mandatory
functions in a partner determination procedure, the system will try to
assign values to the mandatory partner functions (for example, vendor
number).

Partner functions that are not marked as mandatory functions in the

partner determination procedure are not assigned values by the
application program.

Activities

Assign a partner determination procedure to each equipment category.

Define Field Selection for the Equipment Master Record

In this step, you can define the field selection for the equipment
master record.

The fields offered here are common data fields for functional locations
 and equipment.

For this reason you should always take account of the affected values.

These fields are found in the following objects:

o Equipment

o Functional location

o Reference functional location

In the second setting, you can define the field selection for the fields
which are only found in the equipment master record.

Recommendation

When you select the affected fields, you see a list of fields which
enable you to make an object-related field selection.

You can, for example, define that a different field selection is valid
for selected equipment categories than for certain categories of
functional location.

Note

General Information on Field Selection

All screens, for which a field selection is possible, are summarized

into individual screen modification groups (e.g. all detail screens for
the confirmation of a maintenance order).

The following types of fields are defined for each screen group:
o Modifiable Fields

o For the modifiable fields, use indicators to specify how the

individual fields in the screen are represented. You have the
following options:

- The field is ready for input (default setting)

- The field requires an input (required field)

- The field is only displayed

 - The field is hidden

- The field is highlighted

If, for example, in the list and detail screens of the confirmation
in the order, you specify that the work center is a required entry,
you must maintain the work center for all confirmations.

o Influencing Fields
For the influencing fields, you specify how the modifiable screen is
represented in the screen, depending on a value
For example, you define that the work center is a required entry for
a certain order type.

Activities

Your Options for Defining the Field Selection

You maintain the indicators of the modifiable fields, independently of a

influencing value

1. Define the screen groups for which you want to modify fields.

2. Maintain the indicators for the modifiable fields and the values for
the influencing fields.
You have the following options for defining the field selection:
Place the cursor on a screen group.

Choose Modifiable.
All the fields, which you can modify for this screen group,
appear on the screen.

a) Maintain the indicators.

b) Save your entries

You can maintain a influencing value for an influencing field and

then the indicators for the modifiable fields

a) Place the cursor on a screen group.

b) Choose Influencing.
All of the fields, for which you can enter influencing values,
appear on the screen.

c) Double-click on the influencing field, to which you wish to

assign a concrete value.
All of the fields, which can be modified depending on the
influencing value, appear on the screen.

d) Maintain a value in the field Influence value and the

corresponding indicator for the modifiable fields.

e) Press Enter.
Your entries are copied.

f) Maintain other values for the influencing field or choose other

fields using the function key 'Influencing'.

g) Save your entries.

You can maintain an indicator for a modifiable field and specify the
values of the influencing fields.

a) Place the cursor on a screen group.

b) Choose Modifiable.
All the fields, which you can modify for this screen
modification group, appear on the screen.

c) Double-click on a modifiable field, for which you wish to

maintain influencing values.
All influencing fields appear on the screen.

d) Place the cursor on a influencing field, for which you wi

assign a value, and press New Values.
A dialog box appears on the screen.

e) Maintain the value and indicator for the influencing fiel

f) Press Continue.
The values are copied.

g) Save your entries.

Don’t disturb any field
Allow Multilingual Text Maintenance for Each Equipment Category

In this step you can define for each equipment category whether the
maintenance of equipment texts is allowed in several languages.
Assign View Profile and Equipment Categories to Fleet Object

In this IMG activity, you define different types of fleet objects, for
example:

o Heavy goods vehicles

o Cars

o Fork-lift trucks

o Trailers

An individual view profile, which defines the screen template layout for
the fleet object-specific data, can be assigned to each of these fleet
object types.

You can still define equipment categories allowed for the fleet object
types.

Note, however, that in this setting undefined equipment categories can

be used for fleet objects. When creating a fleet object, the system
highlights the incompatibility with a warning message.

If you only define one equipment category for each fleet object type,
this is proposed automatically when a new fleet object is created.

Example

For example, you can configure the screen templates differently for
fork-lift trucks and heavy goods vehicles differently.

Requirements

The fleet object types must be defined in Customizing first as types of

technical object.

Activities
Check field & click “definition of default equipment category”
Define Consumable Types

In this IMG activity, you can define consumable types. You can assign
three consumable types to each fleet object.

Example

You can define that a particular fleet object requires:

o Lead-free petrol

o Super petrol

o A certain type of engine oil

Further notes
 The settings are used solely for checking the permitted values and can
be used for reporting functions.

Define Usage Types for Fleet Objects

In this IMG activity, you can define different usage types for fleet
objects.
The usage type is freely definable and intended as a criterion for
usage-related categorization.

Example

Here you can define, for example, whether a fleet object can be used:

o Exclusively for business

o Privately and for business

o As company transport

o For Executive Board purposes and so on.

Define Engine Types for Fleet Objects

In this IMG activity, you can define different engine types for fleet
objects.

The engine type can be defined freely by you. It is intended as a

criterion for usage-related categorization.

Example

For example, you can define the following engine types for fleet
objects:

o Electric power unit

o Diesel motor

o 4-cylinder petrol

o 6-cylinder petrol
Make Settings for Units of Measurement for Monitoring of Con

In this IMG activity, you can make the settings for determining the
energy and fuel consumption of your fleet objects.

Note that the common ways in which energy consumption is measured are
already contained in the standard settings.

The design of the settings is outlined below.

Energy consumption for fleet objects can be calculated based on:

o Time - for example, liters per hour

o Distance - for example, liters per 100 km

However, the representation of consumption can vary in different

countries. For example, you would define for Europe that fleet object
consumption is usually specified in liters per 100 km, whereas in the
United States, this would be miles per gallon (MPG). Nevertheless, the
latter is still a distance-based calculation.

Technically speaking, consumption is represented as volume consumption

per unit of time, or per unit of distance.

You can also find both these settings in the first table, and you must
then only change them if you have defined a new unit of measurement for
consumption. There is no reason to do this for fuel consumption.

All display units of the same dimension (for example, volume consumption
per unit of distance) are grouped together with the display units of the
inverse dimension (for example, distance per unit of volume
consumption). On the detail screen, you can assign the accompanying
display units to a unit group.
Check field & click “definition of valid consumption units”
Define Special Measurement Positions for Fleet Objects

In this IMG activity, you can create special measurement positions,

which contain special functions for fleet management.

The measurement positions are used to perform fleet object-specific

calculations (for example, consumption), and as a basis for the
evaluation for the Plant Maintenance Information System (PMIS).

For further information on updating in the PMIS see the Implementation

Guide for Plant Maintenance and Customer Service under Configure
Measurement Document Update.

You can assign certain attributes to each measurement position.

Activities
 You must enter the measurement item in the corresponding counter of the
vehicle.

Display field & click “counter purpose”

Define Calculation Method for Fleet Consumption Values

Here you can define the procedures for how the consumption values for
fleet objects are calculated. Note that the most commonly used
procedures are already delivered in the standard system, and you only
need to make the relevant assignments.
 First you define the unit required (for example, liters / 100 km, miles
per gallon). This unit must first be assigned to a unit group.

You can assign any number of measuring points (counters) to a fleet

object. To calculate the consumption, you must define here which fleet
object counter is used for calculating the consumption. You enter this
counter in the column 'Fuel'.

You have thereby defined the first basis of measurement for calculating
the consumption.

In another column, you can enter the primary counter. The primary
counter is the vehicle counter used to measure the distance or operating
time, to which the vehicle consumption measured refers.

The following display units are provided:

o Liters per 100 km

o Miles per US gallon

o Liters per hour

o US gallons per hour

The next two settings define the period of time, for which the system
should analyze service and consumption. You have the option of
specifying a value in days for a short-term analysis and a long-term
analysis.

Requirements

The counters and dimensions must be maintained completely. The required

display unit must be assigned to a unit group.

Standard settings

One entry is available for each standard calculation method. You only
have to make the relevant assignments.
Set Field Selection for Specific Fields in Fleet Management

In this IMG activity, you can define the field selection for the
equipment master record.

The fields provided here are specific data fields from the equipment
 master record for fleet management.

For this reason, you should always consider influencing values.

If you select the influencing fields, you can find fields on the list
which enable object-related field selection.

General Information on Field Selection

All screens, for which a field selection is possible, are summarized

into individual screen modification groups (e.g. all detail screens for
the confirmation of a maintenance order).

The following types of fields are defined for each screen group:

o Modifiable Fields

o For the modifiable fields, use indicators to specify how the

individual fields in the screen are represented. You have the
following options:

- The field is ready for input (default setting)

- The field requires an input (required field)

- The field is only displayed

- The field is hidden

- The field is highlighted

If, for example, in the list and detail screens of the confirmation
in the order, you specify that the work center is a required entry,
you must maintain the work center for all confirmations.

o Influencing Fields
For the influencing fields, you specify how the modifiable screen is
represented in the screen, depending on a value
For example, you define that the work center is a required entry for
a certain order type.

Activities
 Your Options for Defining the Field Selection

You maintain the indicators of the modifiable fields, independently of a

influencing value

1. Define the screen groups for which you want to modify fields.

2. Maintain the indicators for the modifiable fields and the values for
the influencing fields.
You have the following options for defining the field selection:

3. Place the cursor on a screen group.

4. Choose Modifiable.
All the fields, which you can modify for this screen group,
appear on the screen.

a) Maintain the indicators.

b) Save your entries

You can maintain a influencing value for an influencing field and

then the indicators for the modifiable fields

a) Place the cursor on a screen group.

b) Choose Influencing.
All of the fields, for which you can enter influencing values,
appear on the screen.

c) Double-click on the influencing field, to which you wish to

All of the fields, which can be modified depending on the
influencing value, appear on the screen.

d) Maintain a value in the field Influence value and the

corresponding indicator for the modifiable fields.

e) Press Enter.
Your entries are copied.

f) Maintain other values for the influencing field or choose other

fields using the function key 'Influencing'.
g) Save your entries.

You can maintain an indicator for a modifiable field and specify the
values of the influencing fields.

a) Place the cursor on a screen group.

b) Choose Modifiable.
All the fields, which you can modify for this screen
modification group, appear on the screen.

c) Double-click on a modifiable field, for which you wish to

maintain influencing values.
All influencing fields appear on the screen.

d) Place the cursor on a influencing field, for which you wish to

assign a value, and press New Values.
A dialog box appears on the screen.

e) Maintain the value and indicator for the influencing field.

f) Press Continue.
The values are copied.

g) Save your entries.

Set Reference Object Screen for Vehicles

Use

In this IMG activity you can define the field for the vehicle data (for
example, license plate number), which is displayed in the order or the
 notification in the reference object area.

The system supports this display for the following reference object
screen:

o Equipment (O150)

If this screen is activated, the current counter reading of the

equipment is displayed. You can also enter a new counter reading.

Note the following special features for display:

o If the counter reading was not created in the order or in the

notification, but through a transaction such as
"Consumption-Relevant Measurement Document Recording" (transaction
IFCU), the counter reading is displayed in red in the order or in
the notification.

o If the document displayed is linked with the order or the

notification (for example, created with it), the counter reading is
displayed in black.

Activities

In the IMG activity, enter the technical name of a field from the
"FLEET" structure. For example, if you want to display the license plate
number in the order, enter the following:

o Scenario: O150
o Field name: LICENSE_NUM