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Strategy for managing Portable Equipment

Former Member
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We have a business requirement to manage portable equipment. The equipment need have maintenance history on them, so need to be set up as an Equipment or perhaps Equipment PRT. Need to be able to have physical traceability for the equipment as well as the ability to charge a daily rate for their use.


For example, Compressor A is not in use. Needs to be installed to Floc 1 for 1 week and the Floc 1 is to be charged a daily rate for the use of the compressor. It is possible that Compressor A is leased, which means we need to also pay a vendor for it's usage.

We need to know the following data:

- Date it was installed to Floc 1

- Date it was dismantled from Floc 1

If we search on the Equipment, we need to know where it was installed and when.

If possible, we want the majority of the work to remain with the planner, not the Master Data Maintainer. So - Equipment install, dismantle is not something we would like to do.

I've looked at PRT's, but don't understand exactly how that plays out. How do we determine where the PRT was installed and for how long? Any other ideas? Someone mentioned Pooled Asset Management on another forum, but I don't believe that is the solution for this.

Thanks from the newbie!

Accepted Solutions (1)

Accepted Solutions (1)

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If you do not want to use Master Data Maintain (install, dismantle), then createa separate type of PM order (to separate from the maintenance strategies), where the reference object specify the installation location (Floc 1). Portable equipment create as PRT equipment and assign them to the new PM order exactly as PRT. In this case you will be able to process equipment in the following ways: scheduling, confirming, costing, printing (to have physical traceability for the equipment (order dates), to charge a daily rate for their use (using activity type), which means you can also pay a vendor for it's usage)

Answers (4)

Answers (4)

Former Member
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Dear Susan,

You have to go with new SAP Dimensional module called SAP ETM (Equipment & Tools Management)

With the help of this module:-

1) You get to know Equipment movement history & Equipment Location Tracking.

2) Internal & External Cost charging and billing according to customer requirement.

3) Flexibility of price distribution with ETM Settlement.

peter_atkin
Active Contributor
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Susan,

This sort of depends on the frequency that the portable equipment moves...

In the past we have used  serialised equipments (not PRTs) to represent a single piece portable equipment. You then install/dismantle the equipment on each change of location, and this data is then stored in SAP.

However, if the equipments moves frequently, then you may want to opt for a solution that is easier to administer e.g. use classification (with change history), or store the current location in the equipment long text.

PeteA

Rajen_Patel
Product and Topic Expert
Product and Topic Expert
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Option 1: Create user status to indicate status of an equipment e.g. Leased. You can always report on status change log.

Option 2: If you want to see status of portable equipment on daily basis then you can create measurement point with catalog 'Leased / In-house / In-repair etc". Enter measurement point whenever status changes of an equipment. You can use measurement document text for comment. You can IK17 to get various stages of equipment.

Former Member
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There are some new dimensional solutions in SAP.

  1. Equipment & Tools Management
  2. Dealer Business Management
  3. Pool Asset Management

Here, we can't give exact difference between these 3 solutions. So please go through the SAP Help documentations & other documents to get the details of these solution and feasibility of mapping your requirement.