1. 444 - Equipment and Tools Management for Construction
Process Diagram

2. Purpose, Benefits, and Key Process Steps
Addresses the unique requirements of self performing construction companies, building contractors and equipment distributors by handling the industry-specific business processes such as equipment planning, processing, settlement and evaluation of resources (equipment and materials) including performance measurement.
Benefits
Improve the availability and tracking of equipment
Manage the increasing administrative workload
Reduce handling and administration cost
Introduce most flexible prices and account determination
Optimize equipment utilization
Improve the visibility of profitability, TCO and return on asset and equipment
Key Process Steps
Time-based Equipment Process
Time-based Equipment Process including 3rd Party Rental Equipment
Performance-based Equipment Process
ETM Non-Consumable Material Process
ETM Consumable Material Process

3. Required SAP Applications and Company Roles
Enhancement package 6 for SAP ERP 6.0
DIMP-Extension (Switch Framework)
Company Roles
Equipment Administrator (DIMP) – ECO
Project Manager (DIMP) – ECO
Project Manager - ECO
Warehouse Clerk
Billing Administrator
Purchaser
Accounts Payable Accountant

4. Detailed Process Description (1/4)
444 - Equipment and Tools Management for Construction
Time-based Equipment Process
This business process describes the planning, dispatching and settlement of time based equipment. Time based equipment can be single or multipart equipment, which are shipped via an ETM shipping document and are settled due to time/days they have been on a recipient/location and its quantity. The shipping document allows the tracking of each equipment (single and multipart). A time based equipment is settled periodically with a fixed price, whereas it is not relevant, how often an equipment has been used (in operation). A typical time based equipment is a crane.
The time based equipment process starts with an equipment request of a project manager or foreman. He needs a crane with a certain specification (e.g. Hook high max. 20 mtr.) for a certain period. The project manager or foreman can either enter an ETM requisition note directly by himself or he calls the equipment manager/administrator (responsible for all equipment) and he then will enter the requirement in the system. After the equipment manager has assigned the request to an equipment, it will be send out to the project. Typically month end the settlement and billing run take place.

5. Detailed Process Description (2/4)
444 - Equipment and Tools Management for Construction
Performance-based Equipment Process
This business process is used to record performed equipment hours, used amount of fuel and oil (e.g. liter), amount of kilometers etc. for a project and to settle performance based equipment (PBE). PBE’s are settled due to its performed hours respectively its quantity. Performance based equipment - mostly very expensive single equipment – are send out to a construction side via a shipping document (for tracking), but parallel to this a performance based equipment document (PBE document) is entered to control the usage of single equipment. A typical performance based equipment is an excavator.
The performance based equipment process starts analogue to the time based equipment process with an equipment request of a project manager or foreman. He needs an excavator with a certain specification (e.g. Power 50 kW) for a certain period. The project manager can either enter an ETM requisition note directly by himself or he calls the equipment manager/administrator (responsible for all equipment) and he then will enter the requirement in the system. After the equipment manager has assigned the request to an equipment, it will be sent to the project.
Daily or weekly – depending on organization rules - the performed equipment hours are entered via a PBE document to the project/recipient. After all PBE documents for the period have been entered, the settlement can run, which will recognize, that beside the shipping document for the same time a PBE document exists and would treat it dependent.

6. Detailed Process Description (3/4)
444 - Equipment and Tools Management for Construction
ETM Non-Consumable Material Process
This business process is used if standard material, called non-consumable material e.g. site facilities, ladders etc. has to be shipped from a warehouse to a recipient (debtor master with enhanced ETM view) together with equipment in one ETM shipping document or has to be taken out of a magazine
In both ways, non-consumable material is given back to the magazine or the warehouse via ETM shipping document after it has been used. This saves time and costs for transports and administrative effort. Magazines are a kind of “little project warehouses “ on big construction sites/projects.
The process in ETM is called “sales and repurchase of non consumable material” to and from a recipient/project - to and from a warehouse. This means, construction sites “buy” non consumable material for a fixed price and after the non consumable material is given back to either the magazine or the warehouse a reduced value will be credited to the project (automated repurchase process).
When the periodically settlement takes place, projects get debited for the received material and credited for the returned material. So the project pays a kind of provision fee for the usage of the material.
Generally the settlement of non consumable material is based on quantity and not on the time period like time based equipment!

7. Detailed Process Description (4/4)
444 - Equipment and Tools Management for Construction
ETM Consumable Material Process
This business process is used for shipping standard material, called consumable material (e.g. concrete or nails) together with equipment in one ETM shipping document to reduce transport- and handling costs for projects in construction industry.
The cost charging is done by SAP standard Sales and Distribution (SD) and Material Management (MM). ETM only covers - logistically seen - the delivery of consumable material.
No settlement takes place in ETM for consumable materials!

8. Project Manager (DIMP) – ECO Equipment Administrator (DIMP) - ECO
444 - Equipment and Tools Management for Construction (1/7) Time-based Equipment Process
Project Manager (DIMP) – ECO
SAP ERP
Equipment Administrator (DIMP) - ECO
Billing Administrator
4.1.1 Creating ETM Requisition Note A
Internal Cost Allocation
Displaying Billing Document H
4.1.2 Creating Acquisition Shipping Document B
Displaying Sales Order F
Creating Billing Document G
4.1.3 Assigning Equipment and Creating Shipping Document C
4.1.6 Logging for ETM SD Settlement E
4.1.4 Returning Equipment to Construction Yard/Warehouse B
Displaying Sales Order F
Creating Billing Document G
4.1.5 ETM Sales Order Settlement D
Displaying Billing Document H
External Cost Allocation

9. Project Manager (DIMP) – ECO
444 - Equipment and Tools Management for Construction (2/7) Time-based Equipment Process Including Third-Party Rental Equipment
Project Manager (DIMP) – ECO
SAP ERP
Purchaser
Warehouse Clerk
Accounts Payable Accountant
Equipment Administrator (DIMP) - ECO
4.2.1 Creating ETM Requisition Note A
4.2.2 Creating Purchasing Requisition for Rental Equipment I
Equipment is not Available
4.2.3 Converting Purchase Requisitions to Purchase Order J
Equipment is Available
End Process
4.2.4 Posting Goods Receipt K
4.2.5 Invoice Verification L
4.2.6 Creating Equipment M
4.2.7 Creating Equipment BOM N
Previous Page

10. Project Manager (DIMP) – ECO Equipment Administrator (DIMP) - ECO
444 - Equipment and Tools Management for Construction (3/7) Performance-based Equipment Process
Project Manager (DIMP) – ECO
SAP ERP
Equipment Administrator (DIMP) - ECO
Billing Administrator
4.3.1 Creating ETM Requisition Note A
Internal Cost Allocation
Displaying Billing Document H
4.3.2 Assigning Equipment and Creating Shipping Document C
Displaying Sales Order F
Creating Billing Document G
4.3.3 Creating PBE Document O
4.3.6 Logging for ETM SD Settlement E
4.3.4 Document List for PBE P
Displaying Sales Order F
Creating Billing Document G
4.3.5 ETM Sales Order Settlement D
Displaying Billing Document H
External Cost Allocation

11. Equipment Administrator (DIMP) - ECO Billing Administrator
444 - Equipment and Tools Management for Construction (4/7) ETM Non-consumable Material Process
Warehouse Clerk
SAP ERP
Project Manager - ECO
Equipment Administrator (DIMP) - ECO
Billing Administrator
Internal ETM Material Sales
4.4.1 Initial
Stock Posting for Non-Consumable Material K
4.4.2 Stock Overview in MM Q
4.4.3 Current Stock for Material in ETM R
Displaying Billing Document H
Displaying Sales Order F
Creating Billing Document G
4.4.4 Creating First ETM Shipping Document for Acquisition B
External ETM Material Sales
Displaying Billing Document H
4.4.5 Displaying Shipping Document S
Displaying Sales Order F
Creating Billing Document G
4.4.6 Stock Overview in MM Q
4.4.7 Current Stock for Material in ETM R
Logging for ETM SD Settlement E
Internal ETM Material Repurchasing
Displaying Billing Document H
4.4.8 Creating Second ETM Shipping Document for Acquisition B
ETM Sales Order Settlement D
Displaying Sales Order F
Creating Billing Document G
External ETM Material Repurchasing
Displaying Billing Document H
Stock Overview in MM Q
4.4.9 Displaying Shipping Document S
Current Stock for Material in ETM R
Displaying Sales Order F
Creating Billing Document G

12. Project Manager (DIMP) – ECO
444 - Equipment and Tools Management for Construction (5/7) ETM Consumable Material Process
Project Manager (DIMP) – ECO
SAP ERP
Warehouse Clerk
Equipment Administrator (DIMP) - ECO
4.5.1 Initial Stock Posting for Consumable Material K
4.5.2 Stock Overview in MM Q
4.5.3 Current Stock for Material in ETM R
4.5.4 Creating ETM Shipping Document for Acquisition B
4.5.5 Displaying Shipping Document S
4.5.6 Stock Overview in MM after Shipping Q
4.5.7 Current Stock for Material in ETM R

13. 444 - Equipment and Tools Management for Construction (6/7)
Icon Legend
Icon
Name
Creating ETM Requisition Note: /SAPCEM/BEDARF01; SAP ECC Menu  Logistics  Equipment and Tools Management  Transaction data  Planning  Requisition Note  Create
Creating Acquisition Shipping Document: J3GH; SAP ECC Menu  Logistics  Equipment and Tools Management  Transaction Data  Documents  Shipping Documents  Create
Assigning Equipment and Creating Shipping Document: /SAPCEM/PT01; SAP ECC Menu  Logistics  Equipment and Tools Management  Transaction Data  Planning  Requirements Overview  Graphical Planning Board – Change
ETM Sales Order Settlement: J3GZ; SAP ECC Menu  Logistics  Equipment and Tools Management  Transaction Data  Settlement  SD Orders  Create SD Orders
Logging for ETM SD Settlement: /SAPCEM/SD_PROT; SAP ECC Menu  Logistics  Equipment and Tools Management  Transaction Data  Settlement  SD Orders  Settlement Log
Displaying Sales Order: VA03; SAP ECC Menu  Logistics  Sales and Distribution  Sales  Order  Display
Creating Billing Document: VF01; SAP ECC Menu  Logistics  Sales and Distribution  Billing  Billing Document  Create
Displaying Billing Document: VF03; SAP ECC Menu  Logistics  Sales and Distribution  Billing  Billing Document  Display
Creating Purchasing Requisition for Rental Equipment: ME51N; SAP ECC Menu  Logistics  Materials Management  Purchasing  Purchasing Requisition  Create
Converting Purchase Requisitions to Purchase Order: ME21N; SAP ECC Menu  Logistics  Materials Management  Purchasing  Purchase Order  Create  Vendor/Supplying Plant Known
Posting Goods Receipt: MIGO; SAP ECC Menu  Logistics  Materials Management  Inventory Management  Goods Movement  Goods Movement(MIGO)
Invoice Verification: MIRO; SAP ECC Menu  Logistics  Materials Management  Logistics Invoice Verification  Document Entry  Enter Invoice
Creating Equipment: IE01; SAP ECC Menu  Logistics  Equipment and Tools Management  Master Data  Equipment  Create
Creating Equipment BOM: J3GSL01; SAP ECC Menu  Logistics  Equipment and Tools Management  Master Data  Catalogs  Bill of Material  Create
Creating PBE Document: J3G$; SAP ECC Menu  Logistics  Equipment and Tools Management  Transaction Data  Documents  PBE Documents  Enter A B C D E F G H I J K L M N O

14. 444 - Equipment and Tools Management for Construction (7/7)
Icon Legend
Icon
Name
Document List for PBE: J4GQ; SAP ECC Menu  Logistics  Equipment and Tools Management  Transaction Data  Documents  PBE Documents  Document List for PBE  Document List for PBE
Stock Overview in MM: MMBE; SAP ECC Menu  Logistics  Materials Management  Inventory Management  Environment  Stock  Stock Overview
Current Stock for Material in ETM: J4GM; SAP ECC Menu  Logistics  Equipment and Tools Management  Transaction Data  Environment  Current Stock  Material Stock
Displaying Shipping Document: J3GJ; SAP ECC Menu  Logistics  Equipment and Tools Management  Transaction Data  Documents  Shipping Documents  Display P Q R S

15. Appendix

16. Process Diagram Legend
Lane
Process Step
Interface
User Role
<name>* ≈
Manual Process Step A
Optional Manual Process Step A
Process Step Outside Scope Item Scope A A
User Interface (UI) 1
Interface (like A2A/
B2B Message)
Process Step (manual or automatic) 1 A
Optional Process Step (manual or automatic) 1 A 1
Batch Script
Automatic Process Step 1
Optional Automatic Process Step 1
Process Step Outside Software
Optional Process Step Outside Software
Connection
Documents
Events
Gateways
Sequence flow 1
Inline / Standalone
Incoming Link
Data flow
Output Document
XOR 1
Outgoing Link
Link OR 1
Timer Event
Page Link A
Accounting Document
Link to SAP Best Practice Processes or scope items
AND
(<BBID>) Link to SAP Best Practice Process 1
Message
Complex
* <name>: SAP System (PPMS name), or non-SAP System, or lane for steps outside software

17. Thank you