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I thought I’d do a post on serial number / Equipment history.  The serial number history is an amazing resource, but only if you use the serial number properly.  If you are using standard SAP, in your equipment record there is a tab called serdata.  This magical tab is by far my favorite on the equipment record.  it gives you the material, serial number, if it’s currently in stock and of course the history button:

Now this is a sample history of a single serial number.  This becomes invaluable because if you look at the legend that included in this screenshot, you’ll see a huge list of documents that will be shown in the history, but only if you add the serial number to them.

Some of the biggest culprits are the SD delivery, especially if you do in-house repairs.  if you don’t add the serial number to the inbound delivery, it won’t show up anywhere in the document chain.  You can manually add it to the SD repair sales order (using the menu extras->technical objects), then even the sales order will show it.  Now, keep in mind, your serial number profile will define where the serial number is allowed and where it is required.  I’ll be doing a post soon talking about the serial number profile to give you more details.  the important detail to take away from today’s post is that everywhere you can put a serial number you should.  If you include it in a document, it will show up in the history and give you a complete picture of everywhere the number has been used.

Thanks for reading,

In a previous post I talked about the equipment status.  This field can be very powerful, but at times, it’s very painful.  I have run into issues the status doesn’t get set or reset properly after certain transactions.  Today I want to talk about how to reset equipment status.

Once inside of the equipment record, edit–>special serial number functions –>manual transaction.  The manual transaction is the equivalent of the equipment status reset.  It allows you to force the status (remember, this won’t impact the stock)

that will bring up this nice pop-up window that presents you with the following options:

To stock: ESTO
From Stock: add AVLBTo Customer: ECUS
From Customer: ESTO
Delete Assign to HU: Clears the handling unit
Delete Inv. Assign: clears inventory connection

Save, and should be able to continue with your transactions.
Good luck and thanks for reading.

I wanted to talk about something that is relatively simple, yet immensely cumbersome in practice.  That’s right, the equipment hierarchy.  When I say the equipment hierarchy, it may also be known as the equipment structure.  It is the process of linking serial numbers/equipment records into a structure or hierarchy.  The principal is very simple, and I’m going to walk through the process.  After the process, I’ll explain what makes it all so cumbersome (if you haven’t already experienced the pain).

If you go into any equipment record and go to the structure tab.

in the bottom portion, you’ll find the button:   to structure the hierarchy.

On this screen, you simply enter in each equipment record that belongs at this “level”.

Now you can see that a structure exists.  If any of the equipment records in this list had their own equipment hierarchy, you’d see the Sb-Eq box checked.

Now at the top of the page, you’ll see the button:    and it will bring up the entire structure report.

My example was pretty simple, but it would also show functional locations, and would show the entire explosion.  So, pretty easy, right?

now, the problem comes into maintaining this.  Up to this point, I’m not aware of any automated way to capture the hierarchy.  Say for example, have a production order with the top level material being serialized, and you use several other serialized components to assemble it.  You must now manually create that structure (now make it worse, and say it’s a production order for 50, you have to repeat the process 50 times).  The issue becomes complicated because you may issue 50 serialized components to make 10 finished goods.  Which 5 items went into which finished product???  Without a high amount of diligence, it becomes highly manual and extremely difficult to maintain automatically.  I’ll be talking more in the future about some methods to begin capturing this information.

Thanks for reading,

If you have dealt with service management, it’s likely this topic may be near and dear to your heart.  It is certainly a piece of functionality I have always looked for within SAP ECC.  What am I talking about?  The ability to set data within the equipment master.  Out of the box, the equipment master has limitless pieces of information that could be maintained within it.  The problem is that most of the information can only be maintained manually.  In the world of service, this becomes especially important because if the equipment record exists at the time of manufacturing, when you ship it to the customer, there is no integration to populate the partners, warranty data, and more.

After seeing too many projects that have needed this functionality and chosen to custom build it, I decided to add this functionality to Renovation.  I’ve nearly completed the first version of this tool.  I wanted to post this out there to get any feedback of functionality that might be the most useful to add for version 1.1.  And of course, to let you know that this exists, if you or your client could make use of it.

We have designed a program, that can be run in the background (most likely on a nightly basis).  Initially, the input is the Post Goods Issue date range.  This will allow you to look at all deliveries, PGI’d within a date range and update key data within the equipment record.

The data that will be updated is configurable (you choose what you want to update), but the list include:

• Partner & Partner types from the sales order
• Warranty start dates
• Warranty End Dates or Master Warranties
• Sales Area Data
• Model Number
• Planning Plant
• Maintenance Plant
• and more

In addition, I’ve included the option to set a user status for equipment that start upon installation.  This allows you to update everything except the warranty start date, and make it easy to locate the equipment records awaiting an installation date.

The configuration tables allow you to use the sales area, material number, product hierarchy and material group to set different values for each different scenario.  This means that even if different products or product families have different warranty rules, you can define those in a table using any or all of the criteria, and they will be automatically applied to the correct equipment records.

Some of the future idea I have to expand upon this:

• Adding selection criteria to allow this to work as a mass change tool for equipment as well.
• Additional fields for updating (extend to everything in the equipment BAPI).
• Include Classification
• Include Long Text

I’d love to hear your thoughts.  Thanks for reading,

When it comes to using the install base within ECC, I certainly found some things I liked, and some things that were disappointing. So, let me tell you about my finding…

Transaction: IB51 allows you to create a standard installed base.  you select your type of IB and simply press enter.  Here is a sample screen shot of a quick IB that I put together.

What I like is the ability to add most any type of object into the installed base.  I can add straight materials, equipment, functional locations, Documents, Text or even other Installed Bases.  Very cool, because it can truly be a repository of most anything you might have at a location.

Now, it got even a little more cool, when I looked at transaction IB61, this allows me to copy from a sales order or a production order and bring in the items automatically into the installed based.  A very handy tool.

Now, for the con of the Installed Base.  The number one thing I was missing was the ability to assign partners to the Installed Base.  I have become a big fan of attaching partners to equipment records, functional locations, notification etc…  suddenly not having that option left me feeling a bit naked.  You can assign a single address, and probably work some hokey methods to tie text to a partner number.  But why not just integrate the option.  Oh well.  It could be worse.  In addition, installed base does not fix the issue of having to manually maintain everything when something changes.  So, just like the serial number hierarchy within the equipment record or functional location, if you make any changes, you have to manually do the adjustment in the installed base.  The most common example I run into is that a customer sends back a piece of equipment and for one reason or another, a new unit is sent to the customer and the old number remains at the plant (or gets scrapped).  You must manually go into the installed base and make the swap if you want to keep things accurate.

Overall, it’s not bad functionality, if only I could assign partners to it.

Thanks for reading,

Now this is one of the few tricks that I’ve picked up when it comes to the finance portion of the world 🙂  And the only reason I care about this is because it simplifies my configuration for service order costing and also resource related billing.  The concept is called Cost Element Groups.  And they are exactly what they sound like, a group of cost elements.  Now, why do I care?  in both service order cost display and resource related billing, I can enter each cost element into the configuration, transport it, and call it good.  Now, when a new cost element is suddenly introduced, I now need to go back to my dev environment, make sure the cost element exists, then add it to my configuration again, and transport everything.  Cost Element Groups let this all be controlled through master data.  I connect the cost element group one time, and I’m covered for life.  so, let me show you how easy they are, and you can be the judge.

Everything starts with transaction KAH1/KAH2/KAH3.  Below, I’m showing you KAH2 for an existing cost element group, but it’s basically the same for any of the create/change/display transactions.

Enter in the name of the group and hit enter, or the hierarchy button.

This will bring you to the above screen.  You can add or change the name of the group, then press the Cost Element button.

Once you press the button, you will see some new blanks show up.  You can either enter in individual cost elements (just enter the number in the left column) or you can do a range, by entering the start in the left and finish in the right.  Then it will show you all the cost elements that were located within the range.

Simply save, and you’re ready to go.  Now, you do need to remember to create this master data in every system you want to use it, but the flexibility is worth the master data effort.

Thanks for reading,

If you have ever been banging your head against the wall trying to figure out why my Sold-To party would not copy to my service order (like I have). There is a table called TPAER_PM.  This table defines by PM/SM partner determination procedure which partners should be copied.

Strangely, only some of my partners were selected by default for copy.  No idea why.  In addition, there is a report you can use RIPACOPY.  This report will copy all of your procedures and partners into the table.  You will still need to add an X into any column that you want to copy.  So make sure you visit SE16N and set these values if you want them copied from the sales orders.

Thanks for reading,