Professional Documents
Culture Documents
management (ETM)
Definition
Planning, processing, settlement and
evaluation of the resources in order
to achieve optimal process flow in
constriction /equipment rental
companies.
It is one of the topics from subject
Engineering, construction and
operations
Performance measurement of
resources (materials and
Modules involved
SD Sales and Distribution
PM Plant maintenance
FI and CO Finance and costing
Features
Representation of various catalogs containing equipment,
machinery, tools, accessories, attachments etc.
Catalog BOMs
Shipping and settlement packages
Relationship between owners and administrators of
equipment
Shipping and performance based equipment (PBE)
documents
Settlement calendar
Filler calendar for PBE
Time based /performance based settlement
Inventory management
Equipment planning
Catalogs
Catalog BOMs
Representation of catalogs in SAP is
ETM BOMs.
These are similar to production
BOMs, in other words, these are
assemblies like vehicles,
equipment/machinery
BOMs include list of parts along with
item descriptions, quantities and unit
Owners/Administrators
Owner is owner of the equipment which manages
equipment accounting and responsible for
depreciation of equipment. (reduction in value of
asset over a certain period due to wear and tear
Administrator manages on behalf of owner.
Owner and administrator can be same
It collects/receives revenue from rental/external
third parties.
Generally administrator pays lease charges to
owner. This can be fixed amount or may be
dynamic based on % basis.
Settlement calendar
Important settlement data is stored
in this calendar.
It also controls release of the
settlement
ETM/equipment planning
ETM planning is similar kind of concept like
requirement planning.
Planning is being carried out as per the requirement
and availability of the equipment in warehouse or
magazines at construction sites.
There is a stock and requirements planning controller
The controller uses the classes and characteristics of
the equipment in order to choose best suited
equipment which can fulfill most of requirements.
Controller also ensures the equipment availability for
use at required time
Filler Calendar for PBE
Filler calendar generates missing PBE
documents or completes existing PBE
documents that are incomplete.
For example, project manager/construction site
manager has forgotten to enter PBE document
for excavator A which was idle on 20/12/2016,
due to repairing/maintenance activity
So activity and settlement types in operation
defined in filler calendar for PBE settles and
fills missing hour entries.
Inventory management
Inventory management is based on
different levels as follows,
Document level, recipient level,
material level or equipment level
There are 2 types- chronological and
chaotic inventory management
Prerequisites
Basic customization knowledge for
following modules is essential
PM
MM
SD
FI/CO
PS
Customizing settings
Customizing settings are required to be
carried out for following parameters
Master data
Catalog
Calendar (Settlement calendar)
EDI (Cross company settlement)
Account determination
Inventory
Master data
ETM Catalog
ETM Bill of materials
ETM equipment
Owner/Administrator
Recipient
Benefits
Improve availability and tracking of the
equipment
Manage overall workload
Reduce handling and administration cost
Most flexible prices and account
determination
Optimal equipment utilization
Profitability analysis/return on asset or
equipment
Performance based
equipment process
This business process is based on performance measurement of
equipment in terms of amount of fuel consumption, amount of
kilometers etc. for a project & settle PBE
Performance based equipment document is also sent to construction
site along with shipping document for respective equipment in order to
control and record the equipment usage. Ex. Excavator.
The requisition process for PBE is similar to TBE
ETM requisition note may directly be created by project manager or
he /she may call to administrator/equipment manager responsible for
equipment & then he will enter requirement in the system accordingly.
Once equipment manager assigns the request to equipment, it will then
send out to the project site
Once all PBE documents are entered for the required or agreed period,
settlement is being carried out accordingly.
Billing run takes place after creation & correctness checking of the
settlement list by project manager or foreman.
Consumable
material process
THE
END