B E YOND B U SI NE SS PE RFO RMA NCE .

TOGE THE R

SAP Equipment

Pilotage de la performance | KP Consulting

www.kpconsulting.fr/
KP Consulting propose son expertise autour des solutions de pilotage de la performance et de l'optimisation de
l'efficacité des organisations.
Mickaël QUESNOT

BUSIN ESS IN TELL IG ENC E • PERF ORM ANC E MAN A GEMENT • DA TA W A REHOUSE • M OBIL ITY
CUSTOMER INFORMATION MANAGEMENT • INTEGRATION • MASTER DATA MANAGEMENT
SAP Equipment

Welcome to the tutorial about SAP equipment in Plant Maintenance module of SAP ERP. This tutorial is
part of our SAP PM training. You will learn about equipment master data in SAP and the purpose of
maintaining these details in SAP ERP. We will show how to create a new equipment master record, how
to activate/deactivate, and how to install/dismantle SAP equipment.

SAP equipment represents a physical object which can be independently maintained in the industry.
Equipment is an asset that can be moved from one place to another. Examples of equipment can be
transportation utilities, measurement devices, PC systems, machine spare parts, etc. SAP equipment
master record contains the details regarding actual industry objects as required from the plant
maintenance perspective.

Equipment is created in SAP system for the following reasons:

▪ Monitoring of the objects that require maintenance during their usage.
▪ Carry out maintenance tasks for the individual objects from time to time.
▪ Keep a record of the maintenance tasks performed for the objects for future reference.
▪ Analysis of objects performance over a period of time.

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SAP Equipment

SAP Equipment Master Record

▪ SAP equipment master records are maintained at the client level in SAP and hence equipment numbers are valid
at the whole corporate level. SAP equipment master record helps in keeping various details about a piece of
equipment like its manufacturing details, value details, location and status details, etc.

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Create SAP Equipment

The process to create a master record for equipment is as

per described below.

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Create SAP Equipment

Create SAP Equipment: Initial screen; APP FIORI

CREATE EQUIPMENT

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Create SAP Equipment

Start the transaction IE01/APP FIORI CREATE EQUIPMENT and on the initial screen enter
the Equipment number, Valid On date and Equipment category. Equipment number can be
assigned in two ways. It can either be assigned internally by the SAP system or it can be
assigned externally by users themselves. It is defined using configuration settings.
The valid on date is the date from which the Equipment is started to be used. Equipment
category is used to categorize the equipment as per equipment usage in the industry (e.g., if it is
electric equipment, mechanical device, resource and tool or machine, etc.)
Press Enter button, so that the next screen ‘Create Equipment: General data’ will be shown,
where you can enter the general details of SAP equipment.
General: In this section, the equipment data like manufacturer name, acquisition value,
dimensions and year of construction of equipment, etc. is maintained.

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Create SAP Equipment

Create SAP Equipment: General Data

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Create SAP Equipment

Location and Organization: These sections contain the equipment

details like maintenance planner group, the responsible work center,
the maintenance plant, the cost center which is assigned to the
equipment, etc. Data in these sections depends on the maintenance
status of the equipment at that time. This allows the user to track
location and costing relevant data for the equipment.
Structure: This section has details about functional location/superior
equipment on which this piece of equipment is installed. There is
also a link to dismantle the equipment from a functional location.

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Create SAP Equipment

Create Equipment: Structure

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Create SAP Equipment

Warranty and Partner: In this section, the details regarding equipment warranty like warranty
start date and end date can be entered, indicators for inherited warranty (warranty received
from a superior equipment) and pass on warranty (if the equipment warranty also applies to
subordinate Equipment) can be selected. The details for partners like supplier, purchaser,
responsible employee, etc. which are associated with this equipment while its used in a certain
process can be entered.
Classification: SAP classification system allows to maintain the characteristics of a piece of
equipment to classify it as per its specifications. Classification helps in finding similar pieces of
equipment in the system faster.
Measuring points/counters: Measuring points/counters represent physical or logical location at
which a condition (like temperature inside a furnace for example) is described. To maintain the
measuring points for the piece of equipment, click the button ‘Measuring points/counter’ from
the application toolbar. On the next screen, you can select the characteristic (like for example
temperature, speed, etc.), measurement position, indicator to state whether the measuring
point is a counter, details to describe the measuring point. After entering the details, select back
button to show the equipment general data screen.

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Create SAP Equipment

Maintain Measuring points: Overview Screen

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Create SAP Equipment

SAP equipment master record also allows to maintain details like the
permits, documents assignment and address assignment to provide
more details pertaining to the equipment. Configuration can be
made to customize the equipment master record view as per
business requirements. After maintaining data in the mandatory and
required fields, you can click Save button to finally create SAP
equipment.

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DEMO Create SAP Equipment

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Change SAP Equipment

The data from SAP equipment master record may be required to

change due to some of the following reasons:
▪ The data entered in the equipment master is incorrect.
▪ The equipment location or organization data is changed, due to which its
data needs to be updated.
▪ The equipment usage (category) is changed with respect to the earlier
usage.

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Change SAP Equipment

SAP equipment master record can be changed using the

transaction code IE02/app fiori change equipment.

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Change SAP Equipment

Change Equipment: Initial screen, application fiori Change equipment

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Change SAP Equipment

Activating and Deactivating SAP Equipment

▪ You can activate or deactivate the equipment from SAP equipment master record. The equipment can be set as
inactive in case if you want to scrap the equipment but need the equipment data to be available in the SAP
system for statistical reasons.
▪ To carry out deactivation, go to the equipment master record in change mode and use this menu path:
▪ Equipment > Functions > Active <–> Inactive > Deactivate
▪ It is possible to reverse the inactive equipment to active state if required.
▪ Also, if SAP equipment is no longer required in the system for evaluation or statistical reasons, then deletion flag
can be set for the equipment. After setting the deletion flag, it cannot be reversed and the only way to retrieve
the data for this equipment is to copy it during creation of a new equipment.
▪ The setting to put the deletion flag is to use the following menu:
▪ Equipment > Functions > Deletion flag > Set

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Change SAP Equipment

Change Equipment: General Data, application fiori Change equipment

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Change SAP Equipment

Installing and Dismantling the Equipment

▪ SAP equipment can be installed on a functional location or a superior
equipment. In order to install SAP equipment on a functional location, go to
the equipment in a change mode and select Structure tab. On
the Structure tab, if you click the button ‘Change InstLoc’, a pop up window
will appear where you can enter installation date and time. Then, click
continue button to install SAP equipment on a functional location. Next,
click Save button to save the equipment.

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Change SAP Equipment

Change Equipment: Structure Tab

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Change SAP Equipment

Change Equipment: Structure (Installation)

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Change SAP Equipment

To dismantle SAP equipment from a functional location, go to the

equipment in a change mode and select Structure tab. On
the Structure tab, if you select the button ‘Change InstLoc’, a pop up
window will appear where you can enter dismantle date and time.
Then click continue button to dismantle the equipment from the
functional location. Finally, click Save button to save SAP
equipment.

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Change SAP Equipment

Change Equipment: Structure (Dismantle)

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Change SAP Equipment

To install or dismantle a sub-equipment from a piece of equipment, go to the

equipment master record in a change mode and select the structure tab. On
structure tab, click button ‘Change InstLoc’ from the equipment section, then
next screen will be shown. Follow the next procedure to install or dismantle
sub-equipment.
Installation Process: Enter the sub-equipment number, position and installation
date/time in the table on the installation location screen (position is where you
want to install the sub-equipment in the equipment hierarchy).
Press Enter button so that the sub-equipment row is grayed out in the table
and the sub-equipment will be installed on the equipment. Click Back button to
return to the change equipment screen. Next, click Save button to save SAP
equipment.

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Change SAP Equipment

InstallLoc: Install Equipment Screen

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Change SAP Equipment

Dismantle Process: To dismantle the sub-equipment, select the row

for the sub-equipment in the table and select Dismantling button on
the application toolbar. Then, a pop up window will be shown. In
the pop up window, enter the dismantle date/time and press
Continue button at the bottom. Sub-equipment will be dismantled
from the equipment. Click Back button and next Save button to save
the SAP equipment.

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Change SAP Equipment

InstallLoc: Equipment Overview

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Change SAP Equipment

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SAP Equipment

Did you like this tutorial? Have any questions or comments? We

would love to hear your feedback in the comments section
below. It’d be a big help for us, and hopefully it’s something we can
address for you in improvement of our free SAP PM tutorials.

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