Describing the Issuing of Personal and Functional Equipment

Objective

After completing this lesson, you will be able to describe the process to issue functional and personal equipment

Process to Issue Functional and Personal Equipment

In this lesson, you will learn bout:

  • Process View - Issuing of Personal and Functional Equipment
  • Issuing Equipment to Persons
  • Mass Issuing Personal and Functional Equipment

Process View - Issuing of Personal and Functional Equipment

The image shows a process flow for the management of authorized personal and functional equipment. It covers the key steps of Planning, Issue, Reporting/Service Activities, and Return. The Planning phase defines the authorized equipment and assignment to Force Elements. The Issue phase involves issuing equipment to authorized persons, creating and printing issue documents, and issuing additional equipment. The Reporting/Service Activities phase includes monitoring issued/returned equipment, expiration date monitoring, and equipment status tracking. The Return phase covers returning issued equipment based on reason codes, creating a return document, and scheduled posting of consumed items.
The image depicts a process for issuing materials, where the list of materials can be filled in manually by entering or scanning the material number and quantity, automatically based on the entitlement definition, or by transferring items from an inventory overview. The issued equipment is loaned to the individual to perform their role, with the expectation that it will be returned by the planned return date. BADIs are available for customer-specific implementation.

Equipment can be issued to persons irrespective of whether they are assigned to a position or force element.

The list of materials can be pre-populated with reference to authorized quantities of a persons which can be customized using available BAdIs. You can also use this option to transfer equipment from a built-in stock overview as well as manually select items for issue.

When the equipment / materials are issued to a person they are actually transfer-posted from unrestricted-use stock to project stock. Therefore, the material in question cannot be used / considered for other purposes such as MRP runs or maintenance orders.

The image shows the Personal Equipment and Functional Equipment sections of a reports dashboard in the SAP system. The Personal Equipment section includes options to Issue Personal Equipment, Mass Issue Personal Equipment, Manage Return Date for Personal Equipment, Transfer Personal Equipment, Return Personal Equipment, and Mass Return Personal Equipment. The Functional Equipment section includes options to Issue Functional Equipment, Mass Issue Functional Equipment, Manage Return Date for Functional Equipment, Transfer Functional Equipment, Return Functional Equipment, and Mass Return Functional Equipment.
The image shows the identification screen for issuing functional equipment. The mandatory fields in this screen include Force Element or Personnel number (with BADI available for barcode), Position Start/End Date, Issuing Plant, Issuing Storage Location, WBS Element, Issue Date, and Return Date. The positions start/end date selection enables evaluating equipment authorizations for future position postings, such as issuing rank slides for promotions. It is also possible to evaluate authorizations for specific usage types like Operations or Exercises.

In addition, the user can limit their selection either by entering Personnel Number or Force Elements. Both of these can be entered as a from-and-to range.

The user must also specify the following:

  • Issuing Plant: The plant form which the functional equipment will be issued.
  • Issuing Storage Location: The storage location from where the functional equipment will be issued.
  • WBS Element: The WBS element to which the stock of the functional equipments will be posted.
  • Issue Date: The date of the goods issue. This would normally be today’s date.
  • Return Date: The date we expect to receive the functional equipment back from the person.

Additional data that can be specified:

  • Authorized Equipment: By selecting this check box, you will get a list of the Functional Equipments that you are authorized to have.
  • Delivery: Selecting the Delivery check box will result in the creation of a Delivery note. The goods issue must be carried out through the processing of the delivery note.
The image shows a screen from a software application called SAP that allows the user to select and issue functional equipment. The screen displays a list of materials, with details such as the material description, authorized quantity, and serial number. The system calculates the quantity to be issued based on factors like authorized equipment, equipment already issued, and equipment available in the storage location.

You can remove materials to be issued or adjust the quantities.

Before completing the goods issue, you can check if the data that you have entered is correct by choosing the Check List button. Furthermore, by clicking on the Check Posting, the system will verify that the actual material document posting and / or Delivery note posting will be allowed.

A BAdI is available to support barcode scanning of materials into this screen.

The image shows a software application screen for SAP that allows the user to select and issue materials from the storage location. The screen displays a list of materials with details such as the material description, authorized quantity, and serial number. The material can be issued to a person regardless of the authorized quantity, and the person who is held accountable for the material is indicated.

A search help is available to select any material from the storage location. This enable to support issuing of unplanned materials based on specific business needs.

Issuing functional equipment can also support non-mission processes such as issuing a laptop or a projector to an individual who is held accountable for it.

The image shows a software application screen for SAP that allows the user to view a person's entitlements regardless of stock availability in the specific storage location. The screen displays a list of authorized functional equipment with details such as the FMPO ID, material description, authorized quantity, stock, issued quantity, and unit. The user can select the Authorized Functional Equip. option to view this information.

This screen enables to compare the individuals entitlements regardless of the stock situation in the SLOC_S / SLOC_P.

The image shows a software application screen for SAP that displays the confirmation of a functional equipment issue. The screen shows the generated material document and delivery document details. It also indicates that the user can click on the document links to display the material document or delivery note, and can view the printed output form in PDF format.

The printed PDF can be handed over to the individual as a receipt, if needed.

The image shows a software application screen for SAP that allows the user to set up default values such as the storage location of their Q-Store of Clothing store. The user can define these values, which will be used as the default values when issuing functional equipment.

Default values are recommended to be setup for the logisticians and clothing store persons who operate the system.

The image shows a software application dashboard for SAP that provides various options for managing personal and functional equipment. The dashboard is divided into two sections - Personal Equipment and Functional Equipment. Each section offers different functionalities such as issuing, managing, transferring, and returning equipment.

This figure shows the available SAP Fiori tiles for mass issuing of personal and functional equipment.

The image shows a software application screen for SAP that allows mass issuing of functional equipment. The screen displays a list of personnel for a specific force element, with details such as their last name, first name, position, end date, start date, and force element. The application works similarly to the application for issuing materials to a single person, and it is possible to select multiple persons as recipients of the functional equipment, such as in the case of issuing equipment to a Platoon.

The mass issue applications allows us to issue a number of materials for multiple persons.

Note that the same materials will be issued to the persons selected. The mass issue is based on the selection of more than one person. This can be done by specifying a range of personnel numbers, or more likely by force element number - for example, all personnel or selection of personnel of a platoon.

The image shows a software application screen for SAP that allows the user to select functional equipment to be issued. The Material Selection screen displays a list of authorized functional equipment, including details such as the FMPO Description, Material Description, Authorized quantity, Stock, Issued quantity, and Batch. The user can view and select the equipment to be issued.

You can remove materials to be issued or adjust the quantities.

Before completing the goods issue, you can check if the data you entered is correct by clicking on the Check List button. Furthermore, by clicking on the Check Posting the system will verify that the actual material document posting and/or Delivery note posting will be allowed.

The image shows a software application screen for SAP that allows mass issuing of functional equipment. The screen displays options to generate and update the material document and delivery document. The image also includes a photograph showing several military personnel sitting in a room, which was released to the public domain by the IDF Spokesperson's Unit.

This photograph was taken by the Israel Defense Forces and released to Public domain by the Israeli Defense Forces Spokesperson's Unit.

The image shows a software application screen for SAP that allows mass issuing of functional equipment. The screen displays a list of created material documents, with details such as the person number, reference, error, material document, and material year. The user can generate a delivery document and select options like printing materials for all persons, displaying the issue document as a PDF, or issuing the material again. The image also shows a sample issue document with details like the person's name, issued equipment, and issue date.

After the refresh, the screen shows the material document.

The material document can be opened by selecting the reference number.

Material Issue documents can be printed for all persons issued with functional equipment.

The issue documents can also be displayed as PDF.

Choosing Issue material again will take you back to the identification screen.

A material assignment infotype PA0800 created to track the personal equipment holdings. The image shows a SAP overview of the material assignment, displaying details such as personnel number, name, cost center, and various items assigned with serial numbers and other details.

Infotype PA0800 holds a combined view of the personal equipment holding, like "Clothing card" or "Equipment Card."

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