Completion of PBE Documents

Use

The filler calendar for performance-based equipment allows you to do the following for internal activity settlement:

  • Create a performance-based equipment (PBE) document for missing days (days that have not been accounted for at all) and fill these days with, for example, the activity and settlement type “in operation”.

  • Complete reports for days on which a PBE document exists but has not been fully maintained (in other words, fill gaps in the report up to a maximum number of hours per day).

Integration

You can make Customizing settings to determine whether the Settlement Calendar or the Performance-Based Equipment Calendar takes precedence in SD settlement.

Prerequisites

  • In the appropriate recipient master record, you must have defined whether you want missing PBE documents to be created and/or existing ones to be completed

  • Whether you want the acquisition date and the retirement date for PBE to be taken into account when hours are generated (taking the presumptions below into account)

  • You must know the location of the performance-based equipment via the shipping documents (historical stock)

  • You can only create or complete hours for periods of time for which at least one PBE document has been entered manually.

  • The equipment type for the performance-based equipment must be relevant to stock checks.

Features

Creates a separate document type for generated PBE documents from the filler calendar for PBE.

Before the monthly settlement run for PBE takes place, the system displays in color the periods of time on usage sites where no equipment activity in the form of PBE documents has been entered. You should pay particular attention to the retirement date at the submitting usage site and the acquisition date at the receiving usage site.

The following presumptions have been made:

  • The standard case accounts for a constant (daily) change of PBE. This means that the system does not generate any hours on the retirement date (for example, retirement date for sending usage site is 02.22.). Presumption is that a PBE document will be entered for the receiving party on the acquisition date (02.22.).

  • If neither the sending party nor the receiving party enter a PBE document, PBE documents are generated with the activity type “in operation” for both parties.

  • In the case of onward delivery (usage site to usage site), it is presumed that hours will not be generated by the other party if at least one PBE document has been entered on either the retirement date (submitting usage site) or the acquisition date (receiving usage site).