Defining Equipment Categories

Objective

After completing this lesson, you will be able to define Equipment Categories

Equipment and Object Hierarchies

Equipment and Functional Location

Equipment is used to represent individual objects for which you are creating a history for the purposes of Plant Maintenance or Customer Service.

Equipment can be independent, individual objects, such as a tool or vehicle, or it can be an installed aggregates at a functional location, such as pumps, motors, or gears.

An example of equipment and functional locations for a subway train: a bogie, under which assemblies of the gear wheel set are highlighted

The installation location of an object and the installed object can be represented separately in the system. This differentiation allows for the separate tracking of damages, documenting whether the damage is related to the conditions at the installation location (functional location), or from the inferior quality of the installed object (object). The cause of damage is either updated to the functional location or piece of equipment.

Usage times can be recorded from the equipment view (where the equipment was installed) and functional location view (which pieces of equipment were installed at this functional location).

Autonomous Equipment Hierarchy

Autonomous equipment hierarchy, from the fleet object at level 0 to the shaft sub-equipment at level 3

You can use equipment hierarchies if the use of functional locations is not supported in your company or individual moveable aggregates have a complex structure.

The equipment hierarchy differs from a functional location in that it is not controlled by a structure indicator, so no relationship exists between the equipment numbers in the hierarchy. Moreover, in the Plant Maintenance Information System, costs cannot be summarized at the top level of equipment for the hierarchy beneath.

Equipment hierarchies can be structured to suit individual requirements. In contrast to the installation at the functional location, there are no installation specifications for installing another piece of equipment. In other words, pieces of equipment that are not installed at a functional location can be installed in another piece of equipment.

Data transfer from the superior equipment to the subordinate equipment equates with data transfer from the functional location to the equipment.

Equipment Hierarchy and Functional Location

The equipment hierarchy, from the functional location down to specific kinds of equipment. Installation is also indicated

You can install equipment hierarchies, similar to individual pieces of equipment, at functional locations. Data is transferred according to the same principle as between functional locations and pieces of equipment or equipment hierarchies.

If the equipment usage periods are displayed at the functional location, the pieces of equipment and the entire hierarchy can be seen at the top of an equipment hierarchy.

In Customizing, you can create equipment categories to which change documents are written. Changes to the master records are then documented as a change document. Each change is recorded in a separate document and contains a document number.

You can define and display an end-of-use date for technical objects using the Create Technical Object or Change Technical Object functions. You will also find this new field in the output list of the Technical Object List.

Note

You need to activate the Business Function LOG_EAM_CI_17 in order to define end-of-use dates for Technical Objects.

Equipment Categories

When creating equipment the most important criterion is the equipment category. This criterion is used to define, describe, and control objects that are fundamentally different (for example, machines, fleet objects, production resources/tools, customer equipment).

The equipment category contains all central Customizing settings, including the following:

  • View Profile
  • Additional Business Views
  • Usage History Update
  • Installation specification
  • Change update
  • User status
  • Partner
Examples of independent single equipment, under categories such as machine, fleet object, and test equipment

To structure equipment categories, you can use the object type (also for functional locations).

Example:

  • Equipment category: Vehicle
  • Object Types: SUV, truck, motor cycle etc.

Production Resources and Tools

  • A production resource/tool (PRT) is a moveable operating resource, such as a tool or measuring device, used in Plant Maintenance and Productions.
  • PRTs can be pieces of equipment, materials, or documents, and they are assigned to the operation within the maintenance order.
  • You can make status checks, availability checks, and usage overviews in Maintenance Processing.
  • PRTs have an additional view, PRT Data, in which you can make entries about task list usage or set the status of the PRT to Locked.

Vehicle Equipment

Two screens: The first screen is the ID/Measmnts screen and the second screen is the Technology screen

A vehicle in SAP S/4HANA is represented by an equipment master with vehicle-specific data.

To create an equipment master with vehicle-specific data, you can use the transaction code, IE31. By default, vehicle-specific data are only displayed in SAP GUI.

The display of tab strips and fields can be based on the combination of equipment category and vehicle type.

To change and display vehicles in list editing transaction codes, IE36 and IE37, are available. In these transactions, you can use vehicle-specific selection criteria.

In transaction IFCU you can do the following:

  • Enter measurement documents for fuel consumption and distance

  • Enter the consumption of operating supplies as a material document

Define Equipment Categories

Define Equipment Categories - Part 1

Define Equipment Categories - Part 2

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