Settlement of Performance-Based Equipment

Case Study 1: Shipping With Shipping Document

Prerequisites

The basis for settlement of performance-based equipment is:

  • the PBE Document with the actual number of hours worked on the usage site and the appropriate activity and settlement type (AS type) such as “in operation”, “available for use”, “downtime”, and so on

  • the number of hours per month (in the recipient master record)

  • the Catalog (a type of equipment specifications list) for pricing purposes

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

Start of the navigation path The activity type must point to an equipment activity (SAP Implementation Guide Next navigation step Logistics - General Next navigation step Equipment and Tools Management (ETM) Next navigation step Operations and Functions Next navigation step Activity Types and Settlement Types Next navigation step Determine Activity Types and Settlement Types Next navigation step Service Provider End of the navigation path indicator is the equipment.

The PBE as TBE indicator in the recipient master record must not be set

Example Example

Standard case:

PBE is sent to the usage site with a shipping document on Feb. 1 st (historical stock record). PBE documents are created for the equipment. (04.02./06.02. (February 4 th /6 th and 8 th , each 3 hours with activity and settlement type “in operation”).

Result of Settlement on Feb. 29 th:

On Feb. 4 th , Feb. 6 th and Feb. 8 th , each date with 3 hours in operation. 9 hours are included in settlement.

If there is no PBE document for the whole period of time, the shipping document is used as a basis for the settlement (from Feb. 1 st until Feb. 29 th ).

End of the example.

Caution Caution

If the equipment type for the equipment is irrelevant to stock checks, then as far as ETM is concerned, you are dealing with time-based equipment. If both shipping documents and PBE documents exist for the equipment, both are settled (double settlement).

End of the caution.

Case Study 2: Shipping Without Shipping Document

Prerequisites

The basis for settlement of performance-based equipment is:

  • the equipment type for the equipment must not be relevant to stock checks. If it were, the equipment would have to have been sent to the usage site using a shipping document.

  • only the PBE document should be flagged as allowed document category for this equipment in the equipment master record.

    Example Example

    PBE equipment is sent to a usage site without a shipping document (for example, on a heavy goods vehicle). No historical stock record is created. Equipment activities are entered in the system using PBE documents .

    Result of settlement: only the PBE document can be used in settlement. If no PBE documents had been created in the settlement period, no activity would be included in settlement.

    End of the example.

Case Study 3: Using theSettlement Calendar

Example Example

Settings:

Equipment 300000006 allowed for shipping documents and PBE documents, equipment type 2000 (relevant to stock checks) and recipient 100050.

Equipment is sent to recipient 100050 with a shipping document on Feb. 1 st (acquisition). A PBE document is entered with 3 hours in operation on Feb. 3 rd .

The settlement calendar enters activity and settlement type “downtime” on recipient level 100050 for Feb. 2 nd and 3 rd .

The equipment is sent from usage site 100050 to usage site 100051 on Feb. 5 th and it stays there for the rest of the settlement period. No PBE document is entered for recipient 100051 over the entire period.

Result of Settlement on Feb. 29 th:

End of the example.

  • Recipient 100050 is charged for 3 hours in operation on Feb 3 rd (PBE document).

  • Recipient 100051 is charged with activity type “in operation” from Feb. 5 th until Feb. 29 th (shipping document).

    Caution Caution

    Since you are dealing with PBE, only the PBE document is settled for recipient 100050. Entries in the settlement calendar are irrelevant to settlement in this case and are ignored.

    End of the caution.

Activities

Ensure that the PBE as TBE indicator in the ETM Settlement data view of the recipient master record is not flagged.

Define the equipment types for PBE equipment that you want to be settled using PBE documents as relevant to stock checks. You can do this in Customizing for ETM under Start of the navigation path Operations and Functions Next navigation step Stock Check for Equipment Next navigation step Stock Check per Equipment Type for Performance-Based Equipment End of the navigation path .