Adding Data in the Information Section

Context

You can add data in the Information section.

Procedure

  1. Highlights: You can view the highlight cards and also set their visibility using the Settings button.
  2. To add values to the attributes of the underlying templates, choose Start of the navigation pathINFORMATION Next navigation step Data SheetEnd of the navigation path and perform the following steps:
    1. Choose Edit and enter values for the attributes as defined by the underlying templates.

      You can select the values if codelist are defined for the attributes. You can do multiple selections for datatypes of type String and Date.

    2. You can reorder the attribute groups using Reorder Groups.
    3. If you have not assigned any equipment template while creating the equipment, you can add it later using Add Template. You can add or remove multiple equipment templates.

      If the SAP ERP Synchronization is enabled when creating an equipment, then when you add template to the equipment, you can also view the relevant SAP ERP system associated with the template in the SAP ERP System column of the Select Templates dialog box.

    4. You can display the alternate unit of measure using Show Alternate UoM.

      You can set the default unit of measurement system in the Unit of Measure Variant under Start of the navigation pathUser Account(icon on the left corner of the launchpad) Next navigation step Settings Next navigation step Unit of MeasureEnd of the navigation path.

    5. Choose Save.

    You can now add equipment templates with nested structures, but will not be able to maintain the values. You can only maintain the values using the value PUT API.

  3. To view the model-related information, select Start of the navigation pathINFORMATION Next navigation step Model InformationEnd of the navigation path
  4. To add installation information, select the Start of the navigation pathINFORMATION Next navigation step Equipment InformationEnd of the navigation path tab and perform the following tasks:
    1. Choose Edit and enter the fields as described in the table:

      Field

      Description

      Serial Number

      Update the serial number issued by the manufacturer.

      Equipment Tag Number

      Specify the tag number issued by your organization when the manufacturer has not specified any serial number or batch number.

      Batch Number

      Specify the batch number issued by the manufacturer, if applicable.

      Technical Identification Number

      Enter the Technical Identification Number for the equipment

      Operator Equipment ID

      Enter an alternative key for stakeholder equipment identification.

      Procurement Number

      Enter Purchase Order Number to reference purchasing process or Order Code.

      Long Description

      Enter a description for the piece of equipment.

      Manufacturer Part Number

      Enter manufacturer part number.
      Model ID

      Enter a model ID.
      Subclass

      Select a subclass.

      Build Date

      Specify the date of manufacture issued by the manufacturer.
    2. Based on if your equipment is installed at functional location or location, you can view the relevant information in the Location/ Functional Location field. To assign the equipment location, proceed as follows:
      1. Choose Start of the navigation pathAssign/Unassign Next navigation step LocationEnd of the navigation path.
      2. In the Assign/Unassign popup, enter the location if you have created from the Locations application.

        For more information about creating a location, see Creating a Location

    3. Choose Save.
    • To assign a tag, choose Start of the navigation pathAssign/Unassign Next navigation step TagEnd of the navigation path and type in your tag.

    You can use tags to help you logically categorize activities, information, or reminders about your equipment. You can now inherit the address from the location to the equipment.

  5. To add business partner information, select the Start of the navigation pathINFORMATION Next navigation step Business PartnersEnd of the navigation path tab and perform the following tasks:
    1. Choose Edit and enter the fields as described in the table:

      Field

      Description

      Source Business Partner Role

      Update the source business partner role, if necessary.

      Manufacturer

      Select the manufacturer.

      Service Providers

      Select the name of the service provider for the piece of equipment.

      Regulators/Authority

      Select the official who certifies if the equipment is installed or assembled correctly.

      Insurers

      Select the name of the insurer for the piece of equipment.

      Suppliers/Dealers

      Select the name of the dealer for the piece of equipment.

      Sold-to Party

      Select the name of the party to which the equipment is sold.

      Ship-to Party

      Select the name of the party to which the equipment is shipped to.

      Bill-to Party

      Select the name of the party to which the equipment is billed.
  6. To add Sales Organization Data, select Start of the navigation pathINFORMATION Next navigation step Sales Organization DataEnd of the navigation path tab and perform the following tasks:
    1. Choose Edit and select inputs for the fields as described in the table:

      Field

      Description

      Sales Organization

      Enter the sales organization details.

      Distribution Channel

      Enter the distribution channel.

      Division

      Enter the division.

      Sales Office

      		  

      Sales Group

      		  

      You can also enter the details like planning data, planner group, maintenance plant and maintennce work center in the Planning Data section.

    2. Choose Save.
  7. To add installation location information, select Start of the navigation pathINFORMATION Next navigation step Installation Location End of the navigation path tab and perform the following tasks:
    1. Choose Edit and enter the fields as described in the table:

      Field

      Description

      Object Address

      Enter an address at which the equipment is installed and any additional information.

      Contact Person

      Enter the contact person details for the location.

      Geospatial Data
      Specify the latitude, longitude coordinates of the installed location.
    2. Choose Save.
  8. You can view the successor to the current model information under Start of the navigation pathINFORMATION Next navigation step Life Cycle InformationEnd of the navigation path.
  9. You can view the list of systems to which the equipment is assigned under Start of the navigation pathINFORMATION Next navigation step SystemsEnd of the navigation path.
    • All parent systems are displayed.

    • A piece of equipment can be part of one or more systems. The equipment page now displays the associated system information.

      For example, a compressor can be a part of the compressed air system in a plant.

  10. To add the equipment to a group, go to INFORMATION→ GROUPS → Add.

    You can view the list of groups to which the equipment is added.