Fleet Management in Plant Maintenance Release 4.

6c White Paper by Todd Sobray

In the standard release of SAP 4.6 f!nctionality "as added into the Plant Maintenance mod!le to s!pport additional re#!irements for Fleet Management. The p!rpose of this "hite paper is to briefly e$plain basic config!ration necessary to deploy this f!nctionality. Fleet Management f!nctionality is contained on additional screens that "ere added to the standard e#!ipment change%display transactions. To create ne" fleet e#!ipment transaction I&'( "as added to the core system and sho!ld be !tili)ed instead of transaction I&*( and I&(*. These additional screens are called by the standard transactions once the config!ration definition of ob+ect types for !se in Fleet Management is completed and the ,ie" profile definitions are established. &,en tho!gh this additional f!nctionality has been added reporting and analysis can-t be achie,ed thro!gh the !se of standard PM Info Str!ct!res. Fle$ible analysis "ill need to be !tili)ed to obtain meaning fleet metrics. Fle$ible analysis "ill not be co,ered as part of this doc!ment. .efinition of /b+ect Types To s!pport Fleet Management /b+ect Types m!st be defined. An ob+ect type is a gro!ping of 0Types of &#!ipment1. These sho!ld be defined to meet the specific b!siness re#!irements of the client. Some e$amples of fleet ob+ect types are items s!ch as Semi2tractors Refrigerated Trailers Passenger 3ehicles Pic42!p Tr!c4s etc. To define ob+ect types in config!ration na,igate the follo"ing men! path in IM56 Plant Maintenance and 7!stomer Ser,ice 8 Master .ata in Plant Maintenance and 7!stomer Ser,ice 8 Technical /b+ects 8 5eneral .ata 8 .efine Types of Technical /b+ects. &nter the desired (* character 4ey and 9* character description. .efinition of 3ie" Profile 3ie" profiles control ho" screens are displayed in the system. Tabs can be defined labeled and assigned icons. Then the content or sections of the act!al screen are defined. Indi,id!al field control is maintained as a separate step in config!ration. To s!pport fleet management a 3ie" profile "ill need to be defined for Fleet /b+ects in addition to the definition of screens for e#!ipment and f!nctional locations. 3ie" Profiles sho!ld be de,eloped to meet the specific b!siness re#!irements of the client.

For e#!ipment ,ie" profiles the follo"ing tabs can be selected6 **(* **9* **'* **;* **6* *(** *(*; (9* 5eneral :ocation /rgani)ation Str!ct!re Additional data ( Additional data 9 Additional data ' /ther

<p to 4 sections can be defined for each tab. The follo"ing sections can be selected and displayed as part of a tab6 **; *(* *(; *9* *9; *'* *'; *4* *4; *;* *6* *@; *@A (** (*; (*A ((* (9* (99 (;* 5eneral data Reference data Man!fact!rer data :ocation data Address Acco!nt assignment Areas of responsibility Str!ct!ring &#!ipment 7!stomer%,endor data I=ase >F!ll screen? Standard class >F!ll screen? Standard class >S!bscreen? Partners :ong te$t Internal note Warranty .oc!ments >F!ll screen? .oc!ments >S!bscreen? <ser data

The follo"ing is an e$ample of an e#!ipment ,ie" profile "here the tabs and screen sections ha,e been defined6 Tab (* 9* '* ;* 6* (** Description 5eneral :ocation /rgani)ation Str!ct!re Additional data ( Additional data 9 Screen Sections **; *(* *(; *9* *9; ((* *'* *'; 4* *4; *@; ((* *@A

For a ,ie" profile specific to fleet ob+ects t"o additional tabs can be defined. The follo"ing tabs can be defined for fleet ob+ects6 *('* Fleet ( *(4* Fleet 9 <p to 4 sections can be defined for each fleet tab. The follo"ing sections can be selected and displayed as part of a the fleet tab6 9** 9*; 9(* 9(; 99* 99; 9'* 9;* Identification Planned data Shipment data .imensions Additional data &ngine data F!el data <ser data

The follo"ing is an e$ample of a fleet ,ie" profile "here the fleet tabs and sections ha,e been defined6 Tab ('* (4* Description Fleet ( Fleet 9 Screen Sections 9** 9*; 9(* 99* 99; 9'* 9(; 9;*

To define a 3ie" Profile for both e#!ipment and fleet ,ie"s na,igate the follo"ing men! path in the IM56 Plant Maintenance and 7!stomer Ser,ice 8 Master .ata in Plant Maintenance and 7!stomer Ser,ice 8 Technical /b+ects 8 5eneral .ata 8 Set 3ie" Profiles for Technical /b+ects. .efinition of a ,ie" profile for the screen gro!p for fleet ob+ects "ill be e$plained. (. &nter an B character 4ey and '* character description. 9. /nce entered refresh the screen and define the Acti,ity and :ayo!t of 3ie" Profile for screen n!mbers ('* and (4*. <p to 4 screen sections can be defined per screen tab. Select from the B a,ailable screen sections. &ns!re that 0Tab Acti,e1 is selected. '. Refresh the screen and define the icon and description of each tab as desired Assignment of &#!ipment 7ategory and 3ie" Profile to Fleet /b+ect Type In this step of config!ration the defa!lt e#!ipment category and the ,ie" profile are assigned to the ob+ect type. =y the assignment of a defa!lt e#!ipment category pre2

defined ,ie" profiles for the standard e#!ipment screen tabs are established. The assignment of a ,ie" profile for e#!ipment is maintained d!ring the definition of the e#!ipment category. These ,ie" profiles sho!ld be config!red to meet the specific b!siness re#!irements. In addition n!mber ranges are defined at the e#!ipment category le,el. In the pre,io!s steps the ob+ect type "as defined as "ell as the ,ie" profile for fleet ob+ect types. This step of config!ration combines the t"o as "ell as specifies the ob+ect type as a fleet ob+ect type. (. To assign the ,ie" profile to the fleet ob+ect type na,igate the follo"ing men! path in the IM56 Plant Maintenance and 7!stomer Ser,ice 8 Master .ata in Plant Maintenance and 7!stomer Ser,ice 8 Technical /b+ects 8 Settings for Fleet Management 8 Assign 3ie" Profile and &#!ipment 7ategories to Fleet /b+ect Types. &nter the desired ob+ect type>s? to be !tili)ed as fleet ob+ect type>s? and assign the desired fleet ,ie" profile Refresh the screen to allo" ne" entries to be selected 9. Select the ne" entries one at a time and select the 0.efinition of defa!lt e#!ipment category folder1. Select the desired e#!ipment category to be !tili)ed as a defa!lt ,al!e. Cote6 If the desired e#!ipment category does not e$ist this definition is performed and its assignment to a n!mber range !nder the e#!ipment section in the IM5 .efinition of 7ons!mption Types 7ons!mption types are !tili)ed to represent types of f!el >primary and secondary? and the type of oil !tili)ed by the fleet e#!ipment. In addition meas!rement points can be defined to trac4 this !tili)ation. Meas!rement point config!ration "ill be co,ered later in this doc!ment. To define cons!mption types na,igate the follo"ing IM5 men! path6 Plant Maintenance and 7!stomer Ser,ice 8 Master .ata in Plant Maintenance and 7!stomer Ser,ice 8 Technical /b+ects 8 Settings for Fleet Management 8 .efine 7ons!mable Types &nter the 4ey for the fl!id type in the (9 character field and its description in the '* character te$t field .efinition of <sage Types for Fleet /b+ects <sage types are !sed to gro!p fleet ob+ects by ho" they are !tili)ed. Some e$amples co!ld be licensed non2licensed personal b!siness on2road off2road etc.

To define !sage types for fleet ob+ects na,igate the follo"ing IM5 men! path6 Plant Maintenance and 7!stomer Ser,ice 8 Master .ata in Plant Maintenance and 7!stomer Ser,ice 8 Technical /b+ects 8 Settings for Fleet Management 8 .efine <sage Types for Fleet /b+ects &nter in the ( character 4ey into the 0<sage indicator1 field and its description into the '* character te$t field .efinition of &ngine Types &ngine types are !sed to specify the type of engine>s? !tili)ed by fleet ,ehicles. These entries can be specified to the b!siness re#!irements of the client. To define engine types na,igate the follo"ing IM5 men! path6 Plant Maintenance and 7!stomer Ser,ice 8 Master .ata in Plant Maintenance and 7!stomer Ser,ice 8 Technical /b+ects 8 Settings for Fleet Management 8 .efine &ngine Types for Fleet /b+ects &nter the engine type 4ey in the (* character 0&ngine type1 field and description in the '* character te$t field. Settings for <nits on Meas!rement for Monitoring 7ons!mption .efined in this section of config!ration is ho" f!el cons!med per distance or time is calc!lated. Typically in the <nited States f!el cons!med per distance tra,eled is displayed as Miles per 5allon >MP5?. In addition for stationary type fleet e#!ipment f!el !sage per time of operation is typically displayed as 5allons per Do!r >5PD?. /!tside of the <nited States f!el !sage per distance tra,eled is typically displayed as :iter per (** Eilometer >:%(** EM? To s!pport the config!ration to achie,e these calc!lations certain dimensions and !nits of meas!re need to e$ist. MP5 is represented in the system as the dimension In,erse Area and the <nit of Meas!re of MP5. 5PD is represented in the system as the dimension of 3ol!me rate of Flo" and the <nit of Meas!re of 5PD. :%(** EM is represented in the system as the dimension Area and the <nit of Meas!re of :%(** EM. &ach of these dimensions and !nit of meas!res are defined in the standard deli,ered client 0***1. If it is not possible to retrie,e these items from client 0***1 the follo"ing tables contain the ,al!es necessary to s!pport these f!el calc!lations. If these entries already e$ist in the !nit of meas!re table proceed to the proced!re for config!ration. To enter ne" dimensions and !nits of meas!res na,igate the follo"ing men! path in the IM56 5eneral Settings 8 7hec4 !nits of meas!rement.

For .imensions ,erify or add the follo"ing entries Dimension Key Dimension Text Length Exponent. Time Exponent S<RFA7 Area 9 S<RIC3 In,erse Area 92 TIM& Time ( 3/:F:/ 3ol!me Rate of Flo" ' (2 3/:<M& 3ol!me ' :&C5TD :ength ( Cote6 The 0SI1 !nit "ill be defined d!ring definition of <nits of Meas!re.

For <nits of Meas!rement ,erify or add the follo"ing entries Int. Meas. Unit Comm. Comm. Text Tech Tech Text Dec. Num Denom Exp Dec. P ace !oun"in g IS# SI Co"e Unit

$rea Dimension M9 :DE In%. $rea Dimension M29 MP5 Time Dimension S DR &o . !ate o' ( o) M'S 5PD

M9 :DE

S#!are Meter :iter per (** 4m

m9 l%h4

S#!. Meter l%(**4m

* *

( (

( (

* B2

' '

MTE

Fes

M29 MP5

( % S#!are (%M9 area Miles per MP5 gallon <S ><S? Second Do!rs S hrs

(%M9 Mi%5al ><S?

* *

( 9*((6B

( 4A'(6B

* 6

' '

Fes

S DR M'S 5PD

Second Do!rs m'%s 5al%hr <S

* * * *

( '6** ( 'AB;'4 4

( ( ( '6**

* * * @2

* * * '

S&7 D<R MGS

Fes

7!bic m'%s Meter%Sec 5allons 5PD per ho!r <S ><S?

Fes

Int. Meas. Unit

Comm. Comm. Text

Tech Tech Text

Dec. Num

Denom Exp Dec. P ace !oun"in g

IS# SI Co"e Unit

&o ume Dimension M' 5A: : Length M EM MI

M' 5A: : M EM MI

7!bic Meter <S 5allon :iter Meter Eilometer Mile

m' 5al <S : m 4m M

m' <S 5allon : Meter 4m M

* * * * * *

( 'AB;'4 4 ( ( (*** 9*((6B

( ( (*** ( ( (9;

* @2

* * '

MIG

Fes

:TR MIR EMT SMI Fes

* * *

9 * '

(. To define !nits for meas!rement for monitoring cons!mption na,igate the follo"ing IM5 men! path6 Plant Maintenance and 7!stomer Ser,ice 8 Master .ata in Plant Maintenance and 7!stomer Ser,ice 8 Technical /b+ects 8 Settings for Fleet Management 8 Ma4e Settings for <nits of Meas!rement for Monitoring of 7ons!mption Select the desired 0SI1 !nit for cons!mption. M9 >Area? H :iter%(** EM M29 >In,erse Area? H Miles % 5allon M'S >3ol. Rate of Flo"? H 5allons % Do!r &nter a description for the Te$t <nit 5ro!p for each SI !nit entered Refresh the screen and select the added entry 9. Select the 0.efinition of ,alid cons!mption !nits1 folder Select the ,alid display !nit for the 0SI !nit1. &$ample6 For 0SI1 !nit M29 select the display !nit of Miles % 5allon Special Meas!rement Positions for Fleet /b+ects Meas!rement positions are defined to perform specific calc!lations "ithin fleet management "hen assigned to meas!rement points for fleet ob+ects. The follo"ing definition "ill relate a meas!rement position to the desired p!rpose>s?.

(. To define a meas!rement position na,igate the follo"ing IM5 men! path6 Plant Maintenance and 7!stomer Ser,ice 8 Master .ata in Plant Maintenance and 7!stomer Ser,ice 8 Technical /b+ects 8 Settings for Fleet Management 8 .efine Special Meas!rement Positions for Fleet /b+ects &nter the desired 4ey into the 9* character field for the meas!rement position and description into the '* character te$t field. &$ample for these co!ld be the position F<&: for the cons!mption2rele,ant f!el co!nter and the position of /./M&T&R cons!mption rele,ant distance co!nter Refresh the screen and select the entry 9. Select the 07o!nter P!rpose1 folder to assign the p!rpose to the meas!rement position. Select one or se,eral of the pre2defined !sage selections 7alc!lation Method for Fleet 7ons!mption 3al!es 7alc!lation methods are defined to associate display !nits "ith meas!rement positions. This assignment "ill establish the basis to perform cons!mption calc!lations s!ch as f!el cons!med per mile. To define a calc!lation method na,igate the follo"ing IM5 men! path6 Plant Maintenance and 7!stomer Ser,ice 8 Master .ata in Plant Maintenance and 7!stomer Ser,ice 8 Technical /b+ects 8 Settings for Fleet Management 8 .efine 7alc!lation Method for Fleet 7ons!mption 3al!es. &nter the desired 4ey for the calc!lation method ( character field Select the desired te$t for the calc!lation method into the '* character field Select the desired .isplay <nit >The a,ailable display !nits are defined in the config!ration step Settings for <nits on Meas!rement for Monitoring 7ons!mption? Select the desired meas!rement position for the f!el co!nter >7ons!mption2 rele,ant f!el co!nter? Select the desired meas!rement position for the primary co!nter >7ons!mption2 rele,ant distance co!nter? &nter the n!mber of days desired for performance of short term analysis in the .ays Short field &nter the n!mber of days desired for performance of long term analysis in the .ay :ong field