CS Configuration Document Ace V1.0

Ace Designers Limited
SAP Implementation
Configuration Document
Customer Service
VERSION 1.0 VERSION 1.0

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Ace Designers t!
SAP I"PE"EN#A#ION
DOC$"EN# CON#RO S%EE#
&ENERA IN'OR"A#ION
Pro(ect name Document name Document location
ACE SAP Implementation CS Configuration
Document_Ace_V1.0
Document Server
DOC$"EN# IN'OR"A#ION
Version 'ilename Date Aut)or Revie*e!
+,
C)anges from
previous version
V1.0 CS Configuration
Document_Ace_V1.0
18.06.200 Siva!umar
"ane#an
$a!e#% "
&ul!arni
RE'ERENCE DOC$"EN#S
Document Version Reference
Version 1.0 2 of 106
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SAP I"PE"EN#A#ION
#A-E O' CON#EN#S
1. "aster Data in Plant "aintenance an! Customer Service........................'
1.1 .arranties...................................................................................................... '
1.1.1 Define (arrant) *)pe#.....................................................................................'
1.1.2 Define +um,er $ange# for (arrant) *)pe#.....................................................'
1.1.- Define (arrant) Counter#................................................................................
1.2 Partners..........................................................................................................
1.2.1 Define Partner Determination Proce.ure an. Partner /unction.......................
1.2.2 Cop) Partner /unction# to 0a#ter an. 0ovement Data..................................1
1.- $ser Status................................................................................................... 10
1.-.1 Define 2#er Statu# Profile..............................................................................10
1.3 &eneral Data................................................................................................. 11
1.3.1 Define Aut%ori4ation "roup#..........................................................................11
1.3.2 Set Vie5 Profile# for *ec%nical 6,7ect#..........................................................12
1.3.- Define 6,7ect Information &e)#.....................................................................1-
1.' E/uipment.................................................................................................... 13
1.'.1 0aintain E8uipment Categor)........................................................................13
1.'.2 Define A..itional 9u#ine## Vie5# for E8uipment Categorie#.........................1'
1.'.- Define +um,er $ange#.................................................................................16
1.'.3 2#age :i#tor) 2p.ate....................................................................................18
1.'.' A##ign Partner Determination Proce.ure to E8uipment Categor).................18
1.6 Serial Num+er "anagement........................................................................11
1.6.1 Define Serial +um,er Profile#........................................................................11
1.6.2 Define Default E8uipment Categorie# for Serial +um,er#.............................20
1.6.- Deactivate ;oc! for Internal A##ignment of Serial +um,er#...........................21
0. "aintenance Plans1 .or2 Centers1 #as2 ists an! PR#s................................2-
2.1 -asic Settings.............................................................................................. 2-
2.1.1 Define 0aintenance Planner "roup#.............................................................2-
2.2 .or2 Centers............................................................................................... 23
2.2.1 Define Emplo)ee# $e#pon#i,le for (or! Center#.........................................23
3. "aintenance an! Service Processing...............................................................2'
-.1 -asic Settings.............................................................................................. 2'
-.1.1 0aintain Settlement Profile#..........................................................................2'
-.1.2 0aintain Allocation Structure#........................................................................2
-.1.- 0aintain Value Categorie#.............................................................................21
-.1.3 A##ign Co#t Element# to Value Categorie#....................................................-0
-.1.' Profile# for <uotation Creation= 9illing= $e#ult# Anal)#i#...............................-2
-.2 "aintenance an! Service Notifications......................................................-6
-.2.1 6vervie5 of +otification *)pe.........................................................................-6
-.2.2 Define +otification *)pe#...............................................................................30
-.2.- Define +um,er $ange#.................................................................................3-
-.2.3 A##ign +otification *)pe# to 6r.er *)pe#......................................................33
-.2.' Define 6r.er *)pe# an. Special +otification Parameter#..............................3'
-.2.6 0aintain Catalog#..........................................................................................3
-.2. Define Catalog Profile....................................................................................31
-.2.8 A##ign Partner Determination Proce.ure to +otification *)pe........................'0
-.2.1 Define Prioritie#.............................................................................................'1
-.2.10 Define $e#pon#e 0onitoring..........................................................................'-
-.2.11 Define Action 9o>.......................................................................................... '6
-.2.12 A##ign 6,7ect Information &e)# to +otification *)pe#....................................'1
-.- "aintenance an! Service Or!ers...............................................................'1
-.-.1 Configure 6r.er *)pe#...................................................................................'1
Ace Designers t!
SAP I"PE"EN#A#ION
-.-.2 Cre.it ;imit C%ec!#= Sale# Document *)pe# for Service 6r.er#....................62
-.-.- In.icate 6r.er *)pe# for $efur,i#%ment Proce##ing......................................6-
-.-.3 Configure +um,er $ange#............................................................................6-
-.-.' A##ign 6r.er *)pe# to 0aintenance Plant#...................................................63
-.-.6 Create Default Value Profile# for E>ternal Procurement.................................6'
-.-. Default Value# for *a#! ;i#t Data an. Profile A##ignment#............................6
-.-.8 Settlement $ule? Define *ime an. Creation of Di#tri,ution $ule....................68
-.-.1 0aintain Control &e)#....................................................................................61
-.-.10 0aintain Default Value# for Control &e)# for 6r.er *)pe#.............................1
-.-.11 Define 0aintenance Activit) *)pe#................................................................2
-.-.12 A##ign Vali. 0aintenance Activit) *)pe# to 0aintenance 6r.er *)pe#..........-
-.-.1- Default Value# for 0aintenance Activit) *)pe for Eac% 6r.er *)pe................-
-.-.13 0aintain Co#ting Variant#..............................................................................3
-.-.1' Define Valuation Variant#...............................................................................'
-.-.16 A##ign Co#ting Parameter# an. $e#ult# Anal)#i# &e)#.................................8
-.-.1 Define C%ange Doc#= Collective Purc. $e8. In.icator= 6peration +o. Interval..........1
-.-.18 Define Documentation for "oo.# 0ovement# for t%e 6r.er..........................80
-.-.11 Define Scope of C%ec!..................................................................................81
-.-.20 Define In#pection Control...............................................................................82
-.-.21 Define Default Value# for Component Item Categorie#..................................83
-.-.22 Define Account A##ignment Cat. an. Document *)pe for Purc%a#e $e8ui#ition#.....83
-.-.2- Define Priorit) *)pe for 6r.er#.......................................................................8'
-.-.23 Activate Default Value for Current Date a# 9a#ic Date..................................86
-.-.2' A##ign 2#er Statu# to 6r.er *)pe#................................................................8
-.-.26 A##ign Partner Determination Proce.ure to 6r.er.........................................88
-.-.2 Set Sc%e.uling Parameter#...........................................................................88
-.-.28 A##ign 6,7ect Information &e)# to 6r.er *)pe#.............................................10
-.-.21 Define Control Parameter# for Completion Confirmation#.............................10
4. Customer Service............................................................................................... 12
3.1 Solution Data+ase.......................................................................................12
3.1.1 Define +um,er $ange#.................................................................................12
3.1.2 Define S)mptom *)pe#..................................................................................12
3.1.- Define Solution *)pe#....................................................................................1-
5. Sales an! Distri+ution........................................................................................1'
'.1 -asic 'unctions...........................................................................................1'
'.1.1 Define $e8uirement# Cla##e#........................................................................1'
'.1.2 Define $e8uirement# *)pe#...........................................................................16
'.1.- Determination 6f $e8uirement *)pe# 2#ing *ran#action...............................1
'.2 Sales............................................................................................................. 18
'.2.1 Define $epair# Proce.ure..............................................................................18
'.2.2 Define Item Categorie#..................................................................................11

Ace Designers t!
SAP I"PE"EN#A#ION
1. "aster Data in Plant "aintenance an! Customer Service
1.1 .arranties
1.1.1 Define .arrant, #,pes
&eneral Description
(arrant) *)pe i# a #u,@.ivi#ion of a 5arrant) categor) t%at allo5# for a more .etaile.
.e#cription. Aou can freel) .efine t%e 5arrant) t)pe
Purpose
(arrant) t)pe# %ave ,een .efine. to .ifferentiate ,et5een t%e Ven.or an. Cu#tomer
(arrant).
Configuration Details
Transaction Code SPRO
IMG Path Plant Maintenance and Customer Service Master
Data in Plant Maintenance and Customer Service
Basic Settings Warranties Define Warranty Types
S%ort De#cription Dialog 9o> C%ec! ,o>e# Activate.
1.1.0 Define Num+er Ranges for .arrant, #,pes
&eneral Description
+um,er range i# a range of num,er# t%at )ou can a##ign to ,u#ine## o,7ect# Bor t%eir
#u,@o,7ect#C of t%e #ame t)pe. Eac% num,er range %a# one or num,er range
interval# an. a num,er a##ignment t)pe. +um,er $ange# can ,e internal or e>ternal.
Purpose
*o %ave a in.ivi.ual num,er range# for Ven.or an. Cu#tomer (arrant)
Ace Designers t!
SAP I"PE"EN#A#ION
Transaction Code BG00
Basic Settings Warranties Define um!er Ranges
for Warranty Types
Short Description "#ternal um!er Range $$$$$$$$$$$$$$$$ to
%%%%%%%%%%%%%%%% assigned to Customer Warranty&
"#ternal um!er Range '0000 to ((((( assigned to
)endor Warranty&
Ace Designers t!
SAP I"PE"EN#A#ION
1.1.3 Define .arrant, Counters
&eneral Description
In t%i# #tep )ou can .efine 5arrant) counter# an. #pecif) one 5arrant) counter a# a
.efault counter. *%i# counter 5ill ,e copie. automaticall) 5%en )ou create a ma#ter
5arrant).
Purpose
*o trac! t%e 5arrant) of t%e mac%ine in num,er of .a)# 5e %ave to #pecif) t%e
num,er of .a)# in t%e 5arrant) ma#ter an. t%at %a# to ,e attac%e. to t%e mac%ine.
*o #pecif) t%e 5arrant) value= 5arrant) counter %a# ,een create.
Transaction Code GM0*
Basic Settings Warranties Define Warranty
Counters
Short Description Warranty Counter W$RR$T+,T-M" is created

1.0 Partners
1.0.1 Define Partner Determination Proce!ure an! Partner 'unction
&eneral Description
Partner? An in.ivi.ual in or out#i.e )our organi4ation 5%o i# of commercial intere#t
an. can ,e contacte. .uring a ,u#ine## tran#action. A partner can ,e a natural
per#on or a legal entit). Partner# in an organi4ation inclu.e #ale# per#onnel. Partner#
out#i.e an organi4ation inclu.e Cu#tomer# D Sale# pro#pect#
Partner Determination Proce!ure6 A plan t%at #pecifie# %o5= 5%en= an. from 5%at
#ource# t%e #)#tem .etermine# partner# in a ,u#ine## tran#action= 5%at partner
Ace Designers t!
SAP I"PE"EN#A#ION
function# are man.ator) or #ugge#te. in t%i# tran#action= an. 5%at rule# appl) to
t%e#e partner function#. Aou can .efine partner .etermination proce.ure# an. a##ign
an) num,er of partner function# to eac% one. Aou can .efine 5%et%er a particular role
in t%e notification or or.er #%oul. ,e c%angea,le= an. 5%et%er it i# o,ligator).
Purpose
*o .efine t%e partner function# 5%ic% are ,eing u#e. in cu#tomer #ervice an. a##ign
t%o#e partner function# to one partner .etermination proce.ure. *%at proce.ure 5ill
in turn a##igne. to e8uipment categor)= notification an. or.er t)pe# #o t%at .uring
cu#tomer #ervice ,u#ine## tran#action#= t%e re8uire. partner role ,eing .etermine..
Transaction Code )OP.
Basic Settings Partners Define Partner
Determination Procedure and Partner /unction
Short Description Partner Determination Procedure S) 0as !een created
and Partner /unctions assigned to t0at procedure

Ace Designers t!
SAP I"PE"EN#A#ION

1.0.0 Cop, Partner 'unctions to "aster an! "ovement Data
&eneral Description
In t%i# 5or! #tep= )ou can .efine 5%ic% of )our partner function# #%oul. ,e copie.
automaticall) into t%e corre#pon.ing movement .ata. Aou can ma!e t%i# a##ignment
uni8ue for eac% partner profile an. eac% partner function.
Purpose
*o re.uce t%e manual maintenance re8uirement# for maintaining partner .ata in t%e
proce##ing of maintenance an. #ervice ta#!#.
Ace Designers t!
SAP I"PE"EN#A#ION
Basic Settings Partners Copy Partner /unctions to
Master and Movement Data
Short Description $ssigned Partner functions to t0e procedure S) 0as
!een selected for copying from master data to
transaction data&

1.3 $ser Status
1.3.1 Define $ser Status Profile
&eneral Description
2#er Statu# i# t%e #tatu# #et ,) t%e u#er to complement t%e #)#tem #tatu# for a given
#tatu# o,7ect. Aou can u#e onl) a u#er #tatu# ,elonging to a #tatu# profile B.efine. in
Cu#tomi4ingC an. a##igne. to t%e relevant #tatu# o,7ect. 2#er #tatu#e# ena,le )ou to
e>ten. t%e control of ,u#ine## proce##e# manage. ,) t%e #)#tem #tatu#. Aou can #et
an. .elete u#er #tatu#e# manuall) 5%en carr)ing out ,u#ine## tran#action#
Purpose
*o facilitate t%e 8uotation creation from t%e #ervice or.er ,a#e. on t%e u#er #tatu#
Create <uotation for 6r.er= u#er #tatu# profile SE$VICE %a# ,ee create. an.
a##igne. to t%e #ervice or.er
Transaction Code O-BS
Ace Designers t!
SAP I"PE"EN#A#ION
Basic Settings Define 1ser Status
Short Description 1ser Status Profile S"R)-C" 0as !een created
1.4 &eneral Data
1.4.1 Define Aut)ori7ation &roups
&eneral Description
In t%i# Cu#tomi4ing activit)= )ou .efine aut%ori4ation group# for )our tec%nical
o,7ect#. Aut%ori4ation group# are u#e. to categori4e #imilar o,7ect# from t%e point of
vie5 of aut%ori4ation#. Aut%ori4ation group fiel. contain# t%e name of a program
group for 5%ic% t%e follo5ing operation# can ,e permitte.?
E>ecute program#
Sc%e.ule 7o,# for ,ac!groun. proce##ing
0aintain program#
0aintain variant#
Purpose
*o %ave a control in creating E up.ating cu#tomer e8uipment ma#ter= aut%ori4ation
group CS" %a# ,een .efine.
Tec0nical O!2ects General Data Define
$ut0ori3ation Groups
Ace Designers t!
SAP I"PE"EN#A#ION
Short Description /or "4uipment Master5 $ut0ori3ation Group CSG 0as
!een defined
1.4.0 Set Vie* Profiles for #ec)nical O+(ects
&eneral Description
*%i# Cu#tomi4ing activit) allo5# )ou to create in.ivi.ual #creen# for tec%nical o,7ect#.
*%e .ata fiel.# for t%e tec%nical o,7ect# are #orte. ,) content#= #o@calle. #creen
group#. Aou can .efine one or more vie5 profile# for eac% #creen group= for e>ample=
e8uipment. Eac% vie5 profile ena,le# )ou to a##ign pre@groupe. an. accompan)ing
.ata fiel.# to in.ivi.ual #creen template#. *%e#e #creen template# can ,e la,ele.
in.ivi.uall) u#ing ta, page#.
Purpose
*o %ave a client #pecific vie5 for cu#tomer e8uipment ma#ter.
Tec0nical O!2ects General Data Set )ie6 Profiles
for Tec0nical O!2ects
Short Description /or Customer "4uipment Master5 )ie6 Profile
$C""71-P 0as !een defined
Ace Designers t!
SAP I"PE"EN#A#ION

1.4.3 Define O+(ect Information 8e,s
&eneral Description
In t%i# #tep )ou can .efine .ifferent o,7ect information !e)#. An o,7ect information !e)
can ,e a##igne. to t%e follo5ing o,7ect t)pe#?
functional location categorie#
e8uipment categorie#
maintenance an. #ervice notification t)pe#
maintenance an. #ervice or.er t)pe#
Via t%e parameteri4ation of t%e o,7ect information !e)= )ou .etermine t%e .ata of a
tec%nical o,7ect Be8uipment= functional location= #tructureC t%at i# #%o5n in a #pecial
information 5in.o5. *%e o,7ect information al#o contain# %i#tor) .ata from t%e P0
Information S)#tem an. .ata from t%e notification# an. or.er# e>ecute.. Aou can u#e
t%e parameteri4ation of t%e o,7ect information to .efine 5%et%er t%e notification an.
or.er information #%oul. ,e .i#pla)e.? for a tec%nical o,7ect or for t%e %ig%er@level
o,7ect= etc
Purpose
Ace Designers t!
SAP I"PE"EN#A#ION
*o vie5 t%e previou#l) create. notification# E or.er# an. it# #tatu# 5%ile creating a
ne5 notification E or.er in t%e #pecifie. pop 5in.o5 format= o,7ect information !e)
%a# ,een .efine..
Transaction Code O-MD
Tec0nical O!2ects General Data Define O!2ect
-nformation 8eys
Short Description O!2ect -nformation 8ey SM 0as !een defined
1.5 E/uipment
Ace Designers t!
SAP I"PE"EN#A#ION
1.5.1 "aintain E/uipment Categor,
&eneral Description
In t%i# I0" activit) )ou .efine t%e .e#cription for an e8uipment categor). *%i# allo5#
)ou to control 5%ic% ,a#ic c%aracteri#tic# a corre#pon.ing e8uipment ma#ter recor.
#%oul. %ave. 2#ing t%e control c%aracteri#tic#= )ou can .eci.e %o5 man) an. 5%ic%
e8uipment categorie# )ou re8uire.
Purpose
*o .ifferentiate an. vie5 t%e Cu#tomer 65ne. e8uipment ma#ter .ata from Plant
0aintenance E8uipment ma#ter .ata= Cu#tomer E8uipment Categor) S %a# ,een
create..
Tec0nical O!2ects "4uipment "4uipment
Categories Maintain "4uipment Category
Short Description /or "4uipment Category S5 )ie6 Profile $C""71-P 9
O!2ect -nformation 8ey SM 0as !een assigned& C0ange
Document c0ec: !o# activated
1.5.0 Define A!!itional -usiness Vie*s for E/uipment Categories
&eneral Description
Ace Designers t!
SAP I"PE"EN#A#ION
In t%i# #tep= )ou can .efine ot%er vie5# for eac% e8uipment categor). *%e vie5#
repre#ent a..itional .ata #creen# for t%e e8uipment ma#ter recor.. Aou can activate
or .eactivate t%e follo5ing vie5#.
Sale# .ata vie5
P$* vie5
E8uipment configuration
Serial .ata vie5
Vie5 for ot%er .ata
If )ou activate a vie5= t%e a##igne. .ata fiel.# an. #creen# can ,e automaticall)
maintaine..
Purpose
*o vie5 t%e Sale# an. Di#tri,ution Data in Cu#tomer E8uipment ma#ter recor.
Categories Define $dditional Business )ie6s for
"4uipment Categories
Short Description Serial Data Ta! )ie6 is selected as additional data vie6
for "4uipment Category S&
1.5.3 Define Num+er Ranges
Ace Designers t!
SAP I"PE"EN#A#ION
&eneral Description
In t%i# #tep )ou can .efine t%e num,er a##ignment categor) in t%e #tep e8uipment
categorie#. Aou mu#t allocate a uni8ue num,er for eac% e8uipment ma#ter recor..
Aou %ave t%e follo5ing option#?
internal num,er a##ignment BIn t%i# ca#e= t%e SAP S)#tem a##ign# t%e
num,er#.C
e>ternal num,er a##ignment BIn t%i# ca#e= t%e u#er a##ign# t%e num,er#C
Aou can .efine ,ot% an internal an. an e>ternal num,er range for eac% e8uipment
categor). *%e #ame num,er range# can ,e #%are. ,) #everal e8uipment categorie#.
Purpose
In or.er to .ifferentiate t%e cu#tomer e8uipment ma#ter recor. from ot%er t)pe# of
e8uipment ma#ter recor.= uni8ue internal num,er range %a# ,een a##igne. to
Cu#tomer E8uipment Categor).
Transaction Code O-"
Categories Define um!er Ranges
Short Description um!er Range '000000000 to (((((((((( 0as !een
assigned to "4uipment Category S
Ace Designers t!
SAP I"PE"EN#A#ION
1.5.4 $sage %istor, $p!ate
&eneral Description
Aou .efine t%e e8uipment categorie# for 5%ic% )ou 5ant an ongoing u#age %i#tor) to
,e !ept in t%i# #tep. C%ange# to certain ma#ter .ata fiel.# 5ill ,e logge. in t%e u#age
%i#tor). Aou .efine t%e fiel.# concerne. for eac% reference categor).
Purpose
*o recor. t%e c%ange# in t%e e8uipment ma#ter .ata fiel.= u#age %i#tor) up.ate
c%ec! ,o> %a# ,een activate. for e8uipment categor) S
Tec0nical O!2ects "4uipment "4uipment 1sage
Period 1sage ;istory 1pdate
Short Description Record usage 0istory for e4uipment c0ec: !o# activated
for "4uipment Category S
Ace Designers t!
SAP I"PE"EN#A#ION
1.5.5 Assign Partner Determination Proce!ure to E/uipment Categor,
&eneral Description
Partner Determination Proce.ure i# a plan t%at #pecifie# %o5= 5%en= an. from 5%at
Purpose
*o .efine t%e partner function# 5%ic% are allo5e. in e8uipment ma#ter an. a##ign
t%o#e partner function# to one partner .etermination proce.ure. *%en a##ign t%at
proce.ure to E8uipment Categor).
Transaction Code O-")
Tec0nical O!2ects "4uipment $ssign Partner
Determination Procedure to "4uipment Category
Short Description Partner Determination Procedure S) 0as !een assigned
to "4uipment Category S
Ace Designers t!
SAP I"PE"EN#A#ION
1.9 Serial Num+er "anagement
1.9.1 Define Serial Num+er Profiles
&eneral Description
Com,ine. .ata= groupe. in a four@figure a,,reviation t%at .etermine# t%e con.ition#
an. ,u#ine## tran#action# for i##uing #erial num,er# to #eriali4e. material#. Aou
mu#t enter t%e #erial num,er profile in t%e material ma#ter recor. for material# t%at
nee. #erial num,er#. A #erial num,er profile mu#t ,e a##igne. to eac% material t%at
i# to ,e #eriali4e.. *%i# a##ignment i# ma.e at plant level in t%e material ma#ter
recor.. *%i# mean# t%at )ou can a##ign a #eparate #erial num,er profile to a material
for eac% plant. :o5ever= a material can %ave a man.ator) #erial num,er in one plant
,ut not in ot%er#.
Purpose
*o trac! t%e cu#tomer e8uipment 5it% uni8ue num,er an. al#o to trac! t%e #u,
a##em,lie# 5it% #erial num,er 5%ic% are a##igne. to main e8uipment.
Transaction Code O-S.
Tec0nical O!2ects Serial um!er Management
Define Serial um!er Profiles
Short Description Serial um!er Profile $SP Created&
Ace Designers t!
SAP I"PE"EN#A#ION

1.9.0 Define Default E/uipment Categories for Serial Num+ers
&eneral Description
In t%i# #tep= )ou .efine a central .efault e8uipment categor) for t%e #erial num,er
management. *%i# e8uipment categor) i# propo#e. ,) t%e #)#tem if t%e #)#tem
cannot fin. an e8uipment categor) in t%e #erial num,er profile for a #eriali4ation
operation.
Purpose
A# cu#tomer e8uipment i# onl) %aving trac!e. 5it% #erial num,er= .efault e8uipment
categor) i# #et a# Categor) S.
Ace Designers t!
SAP I"PE"EN#A#ION
Tec0nical O!2ects "4uipment Serial um!er
Management Define Default "4uipment Categories for
Serial um!ers
Short Description "4uipment Category S 0as !een assigned as Default
1.9.3 Deactivate oc2 for Internal Assignment of Serial Num+ers
&eneral Description
In t%i# activit)= )ou can .eactivate t%e loc!= 5%ic% i# #et in t%e #tan.ar. #)#tem for t%e
internal a##ignment of #erial num,er#. Several u#er# can t%ere,) create #erial
num,er# for a material at t%e #ame time.
Purpose
*o avoi. t%e internal #erial num,er creation
Tec0nical O!2ects Serial um!er Management
Deactivate <oc: for -nternal $ssignment of Serial
um!ers
Short Description -nternal assignment of Serial um!er 0as !een loc:ed
Ace Designers t!
SAP I"PE"EN#A#ION
Ace Designers t!
SAP I"PE"EN#A#ION
0. "aintenance Plans1 .or2 Centers1 #as2 ists an! PR#s
0.1 -asic Settings
0.1.1 Define "aintenance Planner &roups
&eneral Description
*%i# #tep allo5# )ou to .efine maintenance planner group#. Planner group# or
maintenance planning group# mu#t ,e .efine. #eparatel) for eac% maintenance
planning plant. Depen.ing on t%e #i4e an. #tructure of )our compan)= a maintenance
planning group ma) ,e an in.ivi.ual .epartment Bfor central 5or! preparationC= a
group of #!ille. craft#men or a 5or!#%op.
Ever) piece of e8uipment an. functional location can ,e allocate. to a maintenance
planning group. 0aintenance planning group# can al#o ,e u#e. for evaluation
purpo#e#.
Purpose
*o #tream line t%e maintenance E #ervice planning an. al#o to monitor t%e activitie#
going on ,) planner group 5i#e= planner group i# ,eing create.
IMG Path Plant Maintenance and Customer Service
Maintenance Plans5 Tas: <ists5 Wor: Centers and PRTs
Basic Settings Define Maintenance Planner Groups
Short Description /or Customer Service Group5 Planner Group is defined
as CSG

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0.0 .or2 Centers
0.0.1 Define Emplo,ees Responsi+le for .or2 Centers
&eneral Description
In t%i# !e)= )ou can #tore t%e per#on or t%e group of people re#pon#i,le for
maintaining t%e ma#ter .ata of a particular 5or! center. *%i# area of re#pon#i,ilit)
.oe# not refer to po##i,le planning activitie# ,ut to t%e management of t%e 5or!
center in t%e #en#e of parameter maintenance in#tea..
Purpose
*o .efine t%e per#on in c%arge of t%e 5or! center#.
Maintenance Plans5 Tas: <ists5 Wor: Centers and PRTs
Wor: Centers General Data Define
"mployees Responsi!le for Wor: Centers
Short Description /or $ce Customer Service Group5 Responsi!le person is
defined as SS8
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3. "aintenance an! Service Processing
3.1 -asic Settings
3.1.1 "aintain Settlement Profiles
&eneral Description
In t%e #ettlement profile= )ou .efine a range of control parameter# for #ettlement. Aou
mu#t .efine t%e #ettlement profile ,efore )ou can enter a #ettlement rule for a #en.er.
If )ou 5ant to #ettle t%e co#t# eac% time to 7u#t one co#t center or 7u#t one "E;
account= )ou nee. a #ettlement profile. A# )ou cannot maintain t%e #ettlement
parameter# .uring #ettlement to a receiver= )ou mu#t #ave t%e #ettlement profile
eit%er in t%e or.er t)pe or in t%e mo.el or.er or reference or.er.
Purpose
*%e purpo#e of t%i# activit) i# to .efine a range of control parameter# for #ettlement in
t%e #ettlement profile. Aou mu#t .efine t%e #ettlement profile ,efore )ou can enter a
#ettlement rule for a #en.er.
Maintenance and Service Processing Basic Settings
General Order Settlement Maintain Settlement
Profiles
Short Description Settlement Profile %$=05 %$=0"5 %$=0R 9 %$=0W 0as
!een created
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3.1.0 "aintain Allocation Structures
&eneral Description
An allocation #tructure compri#e# one or #everal #ettlement a##ignment#. An
a##ignment #%o5# 5%ic% co#t# Borigin? co#t element group# from .e,it co#t
element#C are to ,e #ettle. to 5%ic% receiver t)pe Bfor e>ample= co#t center= or.er=
an. #o onC. Aou %ave t5o alternative# in #ettlement a##ignment?
Aou a##ign t%e .e,it co#t element group# to a #ettlement co#t element.
Aou #ettle ,) co#t element @ t%at i#= t%e .e,it co#t element i# t%e #ettlement
co#t element.
Purpose
*%e purpo#e of t%i# activit) i# to create an allocation #tructure. During #ettlement=
co#t# incurre. un.er t%e primar) an. co#t element ,) a #en.er are allocate. to one
or more receiver#. (%en )ou #ettle ,) co#t element= )ou #ettle u#ing t%e appropriate
original co#t element
General Order Settlement Maintain $llocation
Structures
Short Description $llocation structure S' 0as !een created&
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3.1.3 "aintain Value Categories
&eneral Description
Value categorie# are interval# for? Co#t element#= financial item# D Stati#tical !e)
figure#. /or performance rea#on#= it i# a.vi#a,le to group toget%er co#t element# into
value categorie#. *%i# re.uce# t%e volume of .ata. If )ou #till 5ant to create value
categorie# accor.ing to t%e co#t element#= t%en )ou can generate t%e value
categorie# automaticall). <uantitie# are onl) up.ate. in t%e or.er if )ou %ave
a##igne. a unit of mea#ure to t%e value categor).
Purpose
*%e purpo#e of t%i# activit) i# to maintain value categorie#. Value categorie# are
interval# for co#t element#. *%e#e are re8uire. to up.ate t%e?
Plant 0aintenance Information S)#tem
Cu#tomer Service Information S)#tem
Settings for Display of Costs Maintain )alue
Categories
Short Description )alue Categories 0. >-nternal la!our?5 0@>"#ternal
Services?5 0* >Material Consumption?5 0A >Revenues? 9
0B >Su!CContract "#penses? 0ave !een defined
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3.1.4 Assign Cost Elements to Value Categories
&eneral Description
Co#t element i# Cla##ification of t%e organi4ationF# valuate. con#umption of
pro.uction factor# 5it%in a controlling area. Eac% co#t element corre#pon.# to a co#t@
relevant item in t%e c%art of account#.
Purpose
*%e purpo#e of t%i# activit) i# to .efine a co#t element= a co#t element interval or a
co#t element group a# a value categor)
Transaction Code O-8.
Settings for Display of Costs $ssign Cost "lements
to )alue Categories
Short Description Cost "lement (*@00' is assigned to )aluation category
0.& Cost "lement *''0'* is assigned to )aluation
category 0@& Cost "lements *''00' to *''0'' are
assigned to )aluation category 0*& Cost "lement *''0'.
is assigned to )aluation category 0A&
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3.1.5 Profiles for :uotation Creation1 -illing1 Results Anal,sis
&eneral Description
In t%i# .)namic I0" activit) )ou create .)namic item proce##or profile# for ,illing=
8uotation creation an. re#ult# .etermination. So t%at )ou can ,ill t%e item# of a #ale#
.ocument or a #ervice or.er or create a 8uotation= )ou mu#t a##ign a profile to t%e
item of t%e #ale# .ocument or t%e #ervice or.er. Aou can maintain .efault value# for
t%e profile?
In t%e #tep Define item t)pe# )ou can #pecif) a .efault for t%e profile of a
#ale# .ocument item.
In t%e #tep Cre.it limit c%ec!#= #ale# .ocument t)pe# for #ervice or.er# )ou
can #tore a .efault for t%e #ervice or.er profile.
Purpose
/or ,illing t%e cu#tomer ,a#e. on t%e re#ource# u#e. for carr)ing out t%e #ervice E
repair activitie#= DIP profile ACECS"P$ %a# ,een create. an. a##igne. to t%e
#ervice or.er#
Transaction Code ODP'
7uotation Creation and Billing for Service Orders
Profiles for 7uotation Creation5 Billing5 Results $nalysis
Short Description /or Out of Warranty Service "ngineer )isit Billing5 Billing
Plan $C"CSGPR 0as !een created&
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SAP I"PE"EN#A#ION
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3.0 "aintenance an! Service Notifications
3.0.1 Overvie* of Notification #,pe
&eneral Description
*%i# #tep give# )ou an overvie5 of?
*%e notification t)pe# t%at i# availa,le in t%e #)#tem. All notification t)pe# for
all notification categorie# an. notification origin# are li#te..
*%e #etting# of a particular notification t)pe. Aou can .i#pla) all a##ignment#
of notification parameter# for one notification t)pe.
Purpose
*%e .i#pla) #creen of notification 5it% variou# feature# %ave ,een .efine. in or.er to
meet t%e client #pecific re8uirement#
Maintenance and Service Processing Maintenance
and Service otification Overvie6 of otification Type
Short Description /or otification Types $'5 $.5 $@5 $*5 $A 9 $B overvie6
data 0as !een maintained
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3.0.0 Define Notification #,pes
&eneral Description
In t%i# #ection= )ou .efine t%e notification t)pe# an. t%e ,a#ic function# connecte. to
t%e notification t)pe. In t%e #tan.ar. #)#tem= t%e notification t)pe# are #tructure.
accor.ing to factual criteria Bmalfunction= activit) reportC. *%e notification t)pe i# an
important criterion in t%e #election of notification#. Aou can al#o .efine a #eparate
num,er range for eac% notification t)pe.
Purpose
*o #ervice t%e variou# t)pe# of cu#tomer re8ue#t# an. for ea#) trac!ing of t%o#e
#ervice#= .ifferent notification t)pe# %ave ,een create.
and Service otification otification Creation
otification Types Define otification Types
Short Description otification Types $'5 $.5 $@5 $*5 $A and $B 0ave !een
created
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&eneral Description
In t%i# 5or! #tep= )ou .efine t%e accompan)ing num,er range interval for eac%
notification t)pe. Aou can .efine a num,er range interval for eac% notification t)pe=
5%ere,) )ou can c%oo#e ,et5een internal an. e>ternal num,er a##ignment.
Purpose
In or.er to .ifferentiate t%e variou# notification t)pe#G recor.#= uni8ue internal num,er
range %a# ,een a##igne. to eac% notification t)pe.
Transaction Code -W.0
otification Types Define um!er Ranges
Short Description um!er Ranges 0as !een created
> $'D*000000000C*(((((((((5 $.DA000000000C
A(((((((((5 $@DB000000000CB(((((((((5
$*DE000000000CE(((((((((5 $AD=000000000C
=(((((((((5 $BD(000000000C(((((((((( ?
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3.0.4 Assign Notification #,pes to Or!er #,pes
&eneral Description
Aou can 5or! 5it% .ifferent notification t)pe# an. or.er t)pe#. In t%i# #tep= )ou can
a##ign a #ingle or.er t)pe to a #ingle notification t)pe in eac% ca#e.
Purpose
*%e purpo#e of t%i# activit) i# to .efine 5%ic% or.er t)pe i# generate. from 5%ic%
notification t)pe
otification Types $ssign otification Types to Order
Types
Short Description /or otification $' order type $M0' assigned&
/or otification $. order type $M0. assigned&
/or otification $* order type RW0' assigned&
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SAP I"PE"EN#A#ION
3.0.5 Define Or!er #,pes an! Special Notification Parameters
&eneral Description
In t%i# #tep= )ou can #et a..itional #pecial notification parameter#. /or #ervice
notification#= )ou can6
Define a #ale# or.er t)pe for creating a #ale# or.er from t%e #ervice
notification
Activate automatic contract .etermination
Define anot%er or.er t)pe for notification# 5it% reference to #ervice contract#
Purpose
In or.er create a #ale# or.er from t%e notification lin! t%i# #etting %a# to ,e .one.
Transaction Code O-M(
otification Types Define Order Types and Special
otification Parameters
Short Description /or otification $. Sales Order Type %+DR is assigned&
/or otification $@ Sales Order Type %$SD is assigned&
/or otification $* Sales Order Type %R$S is assigned&
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3.0.9 "aintain Catalogs
&eneral Description
In t%i# #tep= )ou #tructure t%e content of t%e notification# ,a#e. on t%e follo5ing
.efinition of catalog profile#. *%i# mean# )ou can .efine t%e #tructural element# of
t%e notification t%at are to ,e u#e. an. t%e information t%e#e element# are to contain.
Aou can organi4e an. maintain t%e catalog# t%at are u#e. in t%e notification# an.
5%en .efect# are recor.e..
Purpose
*%e purpo#e of t%i# activit) i# to .efine variou# catalog t)pe# ,eing u#e.= .efining
co.e group# an. co.e#.
otification Content Maintain Catalogs Define
Catalogs
Short Description Catalog Type Defined for Customer Service Pro!lems as
P 9 Solutions as S
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Transaction Code 7S*'
otification Content Maintain Catalogs "dit
Catalogs
Short Description )arious code groups and codes 0ave !een defined
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3.0.; Define Catalog Profile
&eneral Description
Catalog Profile i# a Com,ination of co.e group#= 5%ic% .etermine from a functional
vie5point= 5%ic% co.e group# can ,e u#e. for a particular tec%nical o,7ect. A catalog
profile i# .efine. in Cu#tomi4ing an. t%en a##igne. to t%e notification t)pe. It re#trict#
t%e li#t of value# for t%e information containe. in t%e 8ualit) notification. A profile
.efine. in t%e material ma#ter or in t%e report t)pe %a# priorit) over one .efine. in
Cu#tomi4ing. *%e catalog profile en#ure# t%at onl) appropriate co.e# can ,e u#e.
for a particular o,7ect= #o t%at= for e>ample= a pro,lem t%at onl) occur# in t%e ca#e of
pump# cannot ,e cite. for a motor.
Purpose
*%e purpo#e of t%i# activit) i# to .efine t%e catalog profile for notification#. In t%e fir#t
#tep catalog# are to ,e .efine..
Transaction Code O7B
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otification Content Define Catalog Profile
Short Description Catalog Profile $CSGCP 0as !een defined for $C"&
3.0.< Assign Partner Determination Proce!ure to Notification #,pe
&eneral Description
Partner Determination Proce.ure i# a plan t%at #pecifie# %o5= 5%en= an. from 5%at
Purpose
*o .efine t%e partner function# 5%ic% are allo5e. in notification t)pe an. a##ign
t%o#e partner function# to one partner .etermination proce.ure. *%en a##ign t%at
proce.ure to E8uipment Categor).
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otification Content Partners Define Partner
Determination Proce.ure an. Partner /unction
A##ign Partner Determination Proce.ure to
+otification *)pe
Short Description Partner Procedure S) is assigned to otification Types
$' to $B
3.0.= Define Priorities
&eneral Description
In t%i# #tep= )ou .efine t%e prioritie# for t%e notification#. Aou can .efine .ifferent
priorit) t)pe# an. a##ign a priorit) t)pe to eac% notification t)pe. /or eac% priorit)
t)pe= )ou .efine?
(%ic% priorit) Bran!C a notification 5arrant#
(%ic% #tart .ate an. fini#% .ate B,a#e. on t%e creation .ateC t%e notification#
#%oul. %ave
Purpose
*o automaticall) .etermine t%e re8uire. #tart .ate an. fini#% .ate of t%e notification
,a#e. on t%e priorit) t)pe a##igne. to t%e notification t)pe
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and Service otification otification Processing
$e#pon#e *ime 0onitoring Define Prioritie#
Define Priorit) *)pe#= Define Prioritie# for Eac% Priorit)
*)pe D A##ign Priorit) *)pe# to +otification *)pe#
Short Description Service Priority SM 0as !een defined& Priorities )ery
;ig05 ;ig05 Medium5 <o6 and )ery <o6 0as !een
assigned to Priority Type SM& T0en Priority Type SM 0as
!een assigned to otification Types $'5 $.5 $@5 $*5 $A 9
$B&
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3.0.10 Define Response "onitoring
&eneral Description
In t%i# #tep= )ou .efine t%e re#pon#e time monitoring function# for notification#. /or
t%i# purpo#e= )ou mu#t fir#t .efine re#pon#e profile# an. #ervice profile#. Aou mu#t
t%en a##ign t%e#e profile# to t%e 8ualit) notification t)pe#.
In t%e re#pon#e profile= )ou .efine a #e8uence of #tan.ar. ta#!# B,a#e. on t%e
priorit) of t%e notificationC t%at can ,e propo#e. in t%e notification an. 5%ic% mu#t ,e
carrie. out 5it%in a pre.efine. perio. of time. (%en t%e #)#tem proce##e# a
notification= it al5a)# a##ign# t%e ta#!# t%at %ave ,een #electe. on t%e ,a#i# of a
re#pon#e profile to t%e notification %ea.er.
*%e #ervice profile .efine# t%e time# .uring eac% 5or! .a) 5%en a notification i#
proce##e.. Aou can al#o #pecif) #everal time perio.# for eac% 5ee!.a) an. )ou can
a##ign a #eparate re#pon#e profile to eac% of t%e#e perio.#.
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*%e #)#tem fin.# t%e ,a#ic .ate# for t%e notification %ea.er 5it% t%e %elp of t%e
priorit)H t%e #)#tem automaticall) #ugge#t# ta#!# to ,e inclu.e. in t%e notification
%ea.er u#ing t%e re#pon#e profile an. #pecifie# t%e proce##ing .ea.line#. *%e#e t5o
#c%e.uling function# 5or! in.epen.entl) of one anot%er.
*%e proce##ing time# .efine. in t%e #ervice profile are onl) vali. for t%e ta#!# .efine.
in t%e#e profile# t%at t%e #)#tem #ugge#t# for t%e notification %ea.er. *%e re#ulting
proce##ing .ea.line# ta!e prece.ence over t%e ,a#ic .ate# t%at come from t%e
notification priorit).
Purpose
*o automaticall) .etermine t%e ta#! for t%e notification t)pe# 5%ile creating t%e
notification ,a#e. on t%e priorit) t)pe a##igne. to t%e notification
Transaction Code SPRO F O-M/ for defining service profile
$e#pon#e *ime 0onitoring Define $e#pon#e
0onitoring Define re#pon#e profile= Define Service
Profile D $e#pon#e *ime 0onitoring for +otification *)pe
Short Description Response Profile $C"R"SPOS5 $C"R"SPO. 9
$C"R"SPO@ 0ave !een defined& Service Profile SM
0as !een defined& Response Profile $C"R"SPOS and
Service Profile SM 0as !een assigned to otification
Type $@& Response Profile $C"R"SPO. and Service
Profile SM 0as !een assigned to otification Type $'
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3.0.11 Define Action -o>
&eneral Description
In t%i# #tep= )ou .efine t%e function#= 5it% 5%ic% )ou can generate ta#!# or activitie#
B!no5n a# #upplementar) action#C for a notification. *%e#e function# #%oul. ,e
.efine. u#ing a !e) an. a la,el. *%e) are a##igne. to a notification t)pe= an. are
availa,le at %ea.er level 5%en proce##ing notification#. (%en t%e function i# calle.
up= t%e #)#tem copie# t%e ta#! or activit) .efine. into t%e notification. /or calling up
t%e function= )ou can .efine a la,el= an. an icon toget%er 5it% e>planator) 8uic!
information.
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SAP I"PE"EN#A#ION
/or eac% function= )ou can #pecif) an internall) programme. function mo.ule t%at i#
proce##e. 5%en t%e function i# calle. up. A .ialog 5it% t%e u#er can al#o ,e
programme. %ere. If )ou lin! a ,u#ine## operation 5it% t%e function= t%en t%e function
i# onl) e>ecute. if t%e #tatu# of t%e notification ,elonging to t%e operation allo5# t%i#.
If a ta#! i# involve.= )ou %ave relea#e. or complete. t%e alternative# for t%i# #tatu#.
In a..ition= )ou can .efine a 5or!flo5 ta#! t%at i# activate. 5%en t%e notification i#
#ave.. Aou can al#o enter a function mo.ule 5%ic% #till c%ange# t%e 5or!flo5
container 5%en t%e notification i# #ave..
Purpose
*o create a follo5 up action# from t%e notification #creen it#elf= in t%e action ,o>
#ome activitie# %ave ,een .efine. an. t%at 5ill ,e availa,le a# a lin! in t%e
notification initial #creen. 9) clic!ing t%at lin! 5e can carr) out t%at follo5 up function.
A..itional /unction# Define Action 9o> Define
/ollo5@2p /unction# B"enerate. *a#!#EActivitie#C
Short Description $ction Bo# defined for notification Types&
$'C Create -nternal ote5 Solution Data!ase
$.CCreate -nternal ote5 Solution Data!ase
$@CCreate -nternal ote5 Solution Data!ase
$*CCreate Repair Order5 Solution Data!ase
$ACCreate -nternal ote5 Solution Data!ase
$BCCreate -nternal ote5 Solution Data!ase
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3.0.10 Assign O+(ect Information 8e,s to Notification #,pes
&eneral Description
In t%i# #tep )ou can a##ign an o,7ect information !e) to eac% notification t)pe.
Purpose
%a# ,een .efine. an. a##igne. to notification t)pe#.
6,7ect Information A##ign 6,7ect Information &e)# to
+otification *)pe#
Short Description O!2ect -nformation 8ey SM is assigned to otification
Types $' to $B
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3.3 "aintenance an! Service Or!ers
3.3.1 Configure Or!er #,pes
&eneral Description
In t%i# #tep= )ou #et up )our or.er t)pe# for Plant 0aintenance an. Cu#tomer
Service. In a..ition to t%e ,u#ine## rea#on# for configuring #everal or.er t)pe#=
t%ere are al#o tec%nical control# 5%ic% .epen. on t%e or.er t)pe an. ma) re8uire t%e
creation of .ifferent or.er t)pe#.
Purpose
*%e purpo#e of t%i# activit) i# to configure or.er t)pe#. In a..ition to t%e ,u#ine##
rea#on# for configuring #everal or.er t)pe#= t%ere are al#o tec%nical control# 5%ic%
.epen. on t%e or.er t)pe an. ma) re8uire t%e creation of .ifferent or.er t)pe#
Transaction Code O-O$
and Service Orders /unctions and Settings for Order
Types Configure Order Types
Short Description Order Types $M0'5$M0.5$M0@5 RW0' and WR0' 0ave
!een created
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3.3.0 Cre!it imit C)ec2s1 Sales Document #,pes for Service Or!ers
&eneral Description
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SAP I"PE"EN#A#ION
In t%i# #tep= )ou .efine 5%ic% #ale# .ocument t)pe i# u#e. in re#ource@relate. ,illing.
Aou can a##ign a #ale# .ocument t)pe to eac% or.er t)pe. Aou can al#o .efine if an.
%o5 a cre.it limit c%ec! #%oul. ,e performe.
Purpose
In or.er to carr) out $e#ource@relate. ,illing= t%e #ale# .ocument t)pe i# to ,e
a##igne. to t%e #ervice or.er t)pe.
Transaction Code O-O<
Types Credit <imit C0ec:s5 Sales Document Types for
Service Orders
Short Description /or Order Type $M0.5 Sales Document Type %+DR and
D-P Profile $C"CSGPR are assigned
3.3.3 In!icate Or!er #,pes for Refur+is)ment Processing
&eneral Description
In t%i# Cu#tomi4ing activit)= )ou can allo5 t%e in.ivi.ual or.er t)pe# refur,i#%ment
proce##ing.
*%i# ,u#ine## proce## u#uall) involve# a #pecial form of Plant 0aintenance 5%ic% i#
treate. .ifferentl) from maintenance= repair an. in#pection or.er# in term# of
planning= time an. co#t#.
Purpose
*o allo5 t%e in.ivi.ual or.er t)pe# for refur,i#%ment proce##ing.
Ace Designers t!
SAP I"PE"EN#A#ION
Types -ndicate Order Types for Refur!is0ment
Processing
Short Description /or Order Types WR0' 9 RW0'5 Refur!is0ment
-ndicator 0as !een set&
3.3.4 Configure Num+er Ranges
&eneral Description
In t%i# #tep= )ou .efine t%e num,er range# for t%e in.ivi.ual or.er t)pe#. /rom t%e
point of vie5 of program control an. #election#= it i# not nece##ar) to .efine .ifferent
num,er range# for t%e in.ivi.ual or.er t)pe#. If )our compan) .oe# not nee. to
.efine #everal num,er range#= )ou can 5or! 5it% one num,er range for t%e
maintenance or #ervice or.er#
Purpose
In or.er to .ifferentiate t%e variou# or.er t)pe# recor.#= uni8ue internal num,er range
%a# ,een a##igne. to eac% or.er t)pe.
Transaction Code O-O
Types Configure um!er Ranges
Short Description um!er Ranges for Orders 0as !een created
>$M0'DA000000CA((((((5 $M0.DB000000CB((((((5
$M0@DE000000CE((((((5 RW0'D=000000C=((((((5
WR0'DB000000000CB((((((((( >"#ternal??
Ace Designers t!
SAP I"PE"EN#A#ION
3.3.5 Assign Or!er #,pes to "aintenance Plants
&eneral Description
In t%i# Cu#tomi4ing activit)= )ou .etermine t%e or.er t)pe# allo5e. for t%e in.ivi.ual
planning plant#. If )ou 5ant to allo5 all or.er t)pe# for all planning plant#= )ou mu#t
enter all t%e or.er t)pe# for eac% plant.
Purpose
*%e purpo#e of t%i# activit) i# to .etermine t%e allo5e. maintenance or.er t)pe# for
t%e in.ivi.ual maintenance plant#.
Transaction Code O-OD
Types $ssign Order Types to Maintenance Plants
Short Description Order Types $M0'5$M0.5$M0@5 WR0' and RW0' are
assigned to Planning Plant '0'0
Ace Designers t!
SAP I"PE"EN#A#ION
3.3.9 Create Default Value Profiles for E>ternal Procurement
&eneral Description
In t%i# #tep= )ou .efine t%e profile# for e>ternal procurement of #ervice# an.
material#. In t%e e>ternal proce##ing profile= )ou can #tore .efault value# to generate
purc%a#e re8ui#ition# from maintenance@ or #ervice or.er#. In eac% profile= )ou can
#tore a .efault value for t%e follo5ing value#?
Co#t element account
Purc%a#ing organi4ation
Purc%a#ing group
0aterial group
During e>ternal proce##ing= a .i#tinction i# ma.e ,et5een t%e e>ternal procurement
of material# an. t%e allocation of complete or.er operation# to ven.or#.
Since ,ot% of t%e#e procurement proce##e# generall) re8uire .ifferent .ata for
purc%a#ing= for e>ample= .ifferent purc%a#ing group# or .ifferent co#t element
account#= )ou #%oul. al#o .efine .ifferent profile# for t%em.
Aou #%oul. t%erefore .efine .ifferent profile# for?
E>ternal proce##ing or e>ternal a##ignment of complete or.er operation#
Procurement of material# Bmaterial profileC
Purpose
*%e purpo#e of t%i# activit) i# to .efine t%e profile# for e>ternal procurement of
#ervice# an. material#. In t%e e>ternal proce##ing profile= )ou can #tore .efault
value# to generate purc%a#e re8ui#ition# from maintenance or.er#
Ace Designers t!
SAP I"PE"EN#A#ION
Types Create Default )alue Profiles for "#ternal
Procurement
Short Description )alue Profiles CS0000' >"#ternal Service Purc0ase? 9
CS0000. >Material Purc0ase? created
Ace Designers t!
SAP I"PE"EN#A#ION
3.3.; Default Values for #as2 ist Data an! Profile Assignments
&eneral Description
In t%i# I0" activit) )ou .efine 5%ic% .efault value# #%oul. ,e copie. to t%e or.er
.ata for or.er proce##ing.
Aou can .efine t%e profile a##ignment in.ivi.uall) for eac% plant an. eac%
or.er t)pe.
If t%e profile #%oul. ,e in.epen.ent of t%e or.er t)pe= onl) ma!e one
a##ignment for t%e plant.
If )ou 5ant t%e a##ignment to ,e cro##@compan) for all plant#= onl) .efine
one entr) *it)out plant an. *it)out or.er t)pe.
Aou can perform t%e ma#!ing of t%e entrie# ,) entering t%e value ???? in t%e
entr) fiel.
Purpose
*%e purpo#e of t%i# activit) i# to .efine 5%ic% .efault value# are copie. into t%e or.er
.ata .uring t%e or.er proce##ing.In t%e previou# #tep#= )ou %ave maintaine. a profile
for t%e procurement of material= e>ternal proce##ing profile# an. a general or.er
profile.
Types Default )alues for Tas: <ist Data and Profile
$ssignments
Short Description /or Order Types $M0'5 $M0.5 $M0@5 WR0' and RW0'5
Default )alue Profiles CS0000' 9 CS0000. 0as !een
assigned
Ace Designers t!
SAP I"PE"EN#A#ION
3.3.< Settlement Rule6 Define #ime an! Creation of Distri+ution Rule
&eneral Description
In t%i# #tep= )ou can .efine for eac% or.er t)pe t%e time ,) 5%ic% t%e #ettlement rule
mu#t ,e maintaine. .uring or.er proce##ing. Aou can al#o .efine a .efault value for
t%e .i#tri,ution rule for eac% or.er t)pe= accor.ing to 5%ic% t%e #ettlement rule #%oul.
,e calculate.= if an or.er of t%i# or.er t)pe %a# a #uperior or.er.
Purpose
/or t%e Service 6r.er t)pe #ettlement profile i# man.ator) for tec%nical completion of
t%e or.er. In t%i# #tep= it %a# ,een configure. 5%en t%e #ettlement rule i# to ,e
create. for t%e #ervice or.er.
Ace Designers t!
SAP I"PE"EN#A#ION
Types Settlement RuleG Define Time and Creation of
Distri!ution Rule
Short Description $M0'5 $M0.5 $M0@5 WR0' 9 RW0' C Settlement Rule
Creation Time is defined as M$D$TOR+ /OR
COMP<"T-O
3.3.= "aintain Control 8e,s
&eneral Description
Control !e) i# a !e) t%at #pecifie# %o5 an operation or a #u,@operation i# proce##e.
in function# #uc% a# or.er#= co#ting or capacit) planning. *%e follo5ing are e>ample#
of proce##ing t)pe# manage. ,) a control !e) for operation# an. #u,@operation#?
E>ternal proce##ing
Completion confirmation
Printing
Sc%e.uling
Co#ting
In t%i# #tep= )ou maintain t%e allo5e. control !e)# for t%e in.ivi.ual operation# of t%e
maintenance@ an. #ervice or.er#. A #u,#e8uent c%ange to t%e parameteri4ation of
t%e control !e)# i# al5a)# critical 5%en t%e#e control !e)# %ave alrea.) ,een u#e. in
or.er# or ta#! li#t#
Purpose
Control key is used to determine 5%ic% ,u#ine## function# )ou 5ant to carr) out an.
%o5 )ou 5ant to %an.le t%e operation
Ace Designers t!
SAP I"PE"EN#A#ION
Types Control &e) Maintain Control 8eys
Short Description Control 8eys SM0'5 SM0. 9 SM0@ maintained&
Ace Designers t!
SAP I"PE"EN#A#ION
3.3.10 "aintain Default Values for Control 8e,s for Or!er #,pes
&eneral Description
In t%i# #tep= )ou maintain t%e .efault control !e)# for eac% #ervice or.er t)pe# from
t%e alrea.) maintaine. control !e)#.
Purpose
*o .etermine 5%ic% control !e) i# propo#e. in t%e operation# of maintenance or.er#
for t%e com,ination of maintenance plant an. or.er t)pe
Transaction Code O-OB
Types Control &e) Maintain Default )alues for
Control 8eys for Order Types
Short Description Control 8ey SM0' is defaulted for Order Types $M0'5
$M0.5 $M0@5 RW0' 9 WR0'
Ace Designers t!
SAP I"PE"EN#A#ION
3.3.11 Define "aintenance Activit, #,pes
&eneral Description
In t%i# #tep= )ou .efine t%e allo5e. maintenance activit) t)pe#. A !e) for t%e t)pe of
maintenance activit) provi.e.. Activitie# are .ivi.e. into repair#= #%ut.o5n#= regular
activitie#= in#pection# an. #o on. In co#t evaluation#= for e>ample= total co#t# or
num,er of or.er# for eac% tec%nical o,7ect= )ou can cla##if) .ata accor.ing to
maintenance activit) t)pe.
Purpose
*o .etermine for 5%at t)pe of pro,lem# t%e #ervice or.er i# ,eing e>ecute. in t%e
%ea.er level. *%i# i# 5ill ,e u#e. for furt%er anal)#i# of #ervice or.er a# 5ell.
Types 0aintenance Activit) *)pe Define
Maintenance $ctivity Types
Ace Designers t!
SAP I"PE"EN#A#ION
Short Description (SE BAce (arrant) ServiceC =+(S BAce 6ut of (arrant)
ServiceC .efine.
3.3.10 Assign Vali! "aintenance Activit, #,pes to "aintenance Or!er #,pes
&eneral Description
In t%i# #tep= )ou can .etermine 5%ic% maintenance activit) t)pe# allo5e. 5it% 5%ic%
or.er t)pe#. Allocate t%e corre#pon.ing maintenance activitie# to t%e P0 an. CS
or.er t)pe#.
Purpose
*o .etermine t%e maintenance activit) t)pe# allo5e. for eac% #ervice or maintenance
or.er#.
Transaction Code O-OA
Types 0aintenance Activit) *)pe $ssign )alid
Maintenance $ctivity Types to Maintenance Order Types
Short Description WS" is assigned to $M0' 9 $M0@5 WS assigned to
$M0' 9 $M0.5 0'. is assigned to RW0'&
Ace Designers t!
SAP I"PE"EN#A#ION
3.3.13 Default Values for "aintenance Activit, #,pe for Eac) Or!er #,pe
&eneral Description
In t%i# #tep= )ou can a##ign a maintenance activit) to an or.er t)pe. *%i# activit) i#
propo#e. .uring or.er proce##ing.
Purpose
*o .etermine 5%ic% maintenance activit) t)pe i# propo#e. 5%ile proce##ing t%e
#ervice an. maintenance or.er# for t%e com,ination of maintenance plant an. or.er
t)pe
Transaction Code O-O*
Types 0aintenance Activit) *)pe Default )alues for
Maintenance $ctivity Type for "ac0 Order Type
Short Description /or Order Type $M0.5 $ctivity Type WS is defaulted5
/or Order Type $M0@5 $ctivity Type WS" is defaulted 9
/or Order Type RW0'5 $ctivity Type 0'. is defaulted
Ace Designers t!
SAP I"PE"EN#A#ION
3.3.14 "aintain Costing Variants
&eneral Description
Co#ting variant# contain control parameter# for co#ting. *%e co#ting variant
.etermine# %o5 co#ting i# carrie. out. Among ot%er t%ing#= it control# %o5 t%e
8uantit) #tructure an. t%e value #tructure are create..
Purpose
*%e co#ting variant form# t%e lin! ,et5een t%e application an. Cu#tomi4ing= #ince all
co#t e#timate# are create. an. #ave. 5it% reference to a co#ting variant.
Transaction Code O8PB
Types Co#ting Data for 0aintenance an. Service
6r.er# Maintain Costing )ariants
Short Description Costing )ariant SM0' 9 SM0. are created& Costing Type
(( >Service Order? is defined
Ace Designers t!
SAP I"PE"EN#A#ION
3.3.15 Define Valuation Variants
&eneral Description
:ere )ou create a valuation variant t%at contain# t%e parameter# for valuating a co#t
e#timate. Aou al#o .efine 5%ic% co#ting #%eet i# propo#e. in t%e or.er ma#ter .ata
Aou .efine valuation #trategie# for t%e follo5ing o,7ect#?
Ace Designers t!
SAP I"PE"EN#A#ION
"aterial components6 :ere )ou .efine t%e or.er in 5%ic% t%e #)#tem loo!#
for price# in t%e accounting vie5 an. t%e co#ting .etail# #creen of t%e material
ma#ter recor. to valuate material#.
Internal activities6 :ere )ou .efine t%e or.er in 5%ic% t%e #)#tem loo!# for
price# in activit) t)pe planning in co#t center accounting to valuate internal
activitie#. Aou al#o .efine 5%ic% plan ver#ion i# u#e. in co#t center
accounting.
E>ternal processing in t)e operation6 :ere )ou .efine t%e or.er in 5%ic%
t%e #)#tem loo!# for price# in t%e purc%a#ing info recor. or in an operation in
t%e 5or! or.er or in t%e routing to valuate e>ternal activitie#.
Su+contracting6 :ere )ou .efine t%e or.er in 5%ic% t%e #)#tem loo!# for
price# in t%e purc%a#ing info recor.. In purc%a#ing= 8uota arrangement# are
u#e. to create a mi>e. price for material# t%at are #upplie. ,) e>ternal
ven.or# 5it% material# provi.e. ,) t%e cu#tomer. Aou can #pecif) 5%et%er t%e
8uota of t%e #upplier# t%at are entere. in t%e #ource li#t for t%e material to ,e
proce##e. #%oul. ,e .etermine. 5it% t%e planne. 8uota arrangement or t%e
actual 8uota arrangement.
Costing s)eet6 *%e co#ting #%eet contain# t%e parameter# t%at control t%e
calculation of over%ea.. *o c%ec! an e>i#ting co#ting #%eet or to create a ne5
co#ting #%eet= proce## Define over%ea.. *o group over%ea. accor.ing to
material group#= proce## Define over%ea. group# an. a##ign t%e over%ea.
group# to t%e over%ea. !e) in t%e co#ting #%eet.
Purpose
*%i# i# u#e. to .etermine %o5 t%e planne. an. actual co#t of t%e #ervice an.
maintenance or.er i# ,eing calculate.
Transaction Code O8P=
6r.er# Define )aluation )ariants
Short Description )aluation )ariant '(= 9 '(( created for $ctual and
Planned )aluation for Service Orders
Ace Designers t!
SAP I"PE"EN#A#ION
Ace Designers t!
SAP I"PE"EN#A#ION
3.3.19 Assign Costing Parameters an! Results Anal,sis 8e,s
&eneral Description
In t%i# #tep= )ou can #et t%e co#ting parameter# for maintenance an. #ervice or.er#.
Aou can al#o a##ign a re#ult# anal)#i# !e) to eac% or.er t)pe
Ace Designers t!
SAP I"PE"EN#A#ION
Purpose
*%e purpo#e of t%i# activit) i# to #et t%e co#ting parameter# for maintenance or.er#.
Transaction Code O-O/
6r.er# $ssign Costing Parameters and Results
$nalysis 8eys
Short Description Costing )ariant SM0' 9 SM0. are assigned to Order
Types $M0'5 $M0.5 $M0@5 WR0' and RW0'
3.3.1; Define C)ange Docs1 Collective Purc. Re/. In!icator1 Operation No.
Interval
&eneral Description
In t%i# #tep= )ou can .efine?
Ace Designers t!
SAP I"PE"EN#A#ION
(%et%er c%ange# to t%e or.er %ea.er are recor.e. u#ing .ocument# an. are
.i#pla)e. in t%e form of an action log
*%e increment at 5%ic% num,er# for t%e in.ivi.ual operation# #%oul. ,e
a##igne.
(%et%er 7u#t one purc%a#e re8ui#ition Bcollective purc%a#e re8ui#itionC #%oul.
,e generate. for e>ternal material an. operation# for eac% or.er
(%et%er a 5or!flo5 #%oul. ,e generate. for c%ange# to .ate# an. 8uantitie#
for component# not %el. in #toc!= operation# proce##e. e>ternall) an.
e>ternal element#= if a purc%a#e re8ui#ition i# alrea.) availa,le
(%et%er certain or.er t)pe# are maintaine.
Purpose
*%e purpo#e of t%i# activit) i# to #pecif) in 5%ic% plant an. for 5%ic% or.er t)pe
#pecific function# are active. Also to create t%e Purc%a#e re8ui#ition from t%e #ervice
or.er automaticall) an. collectivel) for all t%e non@#toc! item in t%e #ervice or.er.
Types Define C%ange Doc#= Collective Purc. $e8.
In.icator= 6peration +o. Interval
Short Description Collective PR c0ec: !o# 0as !een activated&
3.3.1< Define Documentation for &oo!s "ovements for t)e Or!er
&eneral Description
Ace Designers t!
SAP I"PE"EN#A#ION
In t%i# Cu#tomi4ing activit) )ou can .efine 5%ic% t)pe# of goo.# movement are
.ocumente. for eac% in.ivi.ual P0 or.er. *%i# function can ,e calle. from or.er
proce##ing in li#t form. Aou can .etermine 5%et%er t%e li#t contain#
goo.# receipt# in re#pect of purc%a#e or.er# for t%e or.er
planne. goo.# i##ue# for t%e or.er
unplanne. goo.# i##ue# for t%e or.er an.
"oo.# receipt# for t%e refur,i#%ment or.er in t%e ca#e of a refur,i#%ment
or.er.
Purpose
*o %ave t%e .ocument# for eac% movement# 5it% re#pect to #ervice or.er for future
anal)#i# an. recor.#
Types "oo.# 0ovement# for 6r.er Define
Documentation for "oo.# 0ovement# for t%e 6r.er
Short Description $ll C0ec: !o#es activated
3.3.1= Define Scope of C)ec2
&eneral Description
In t%i# menu option= )ou .efine t%e c%ec! #cope. C%ec!ing group an. c%ec!ing rule
toget%er #pecif) t%e #cope of t%e c%ec!.
Purpose
*o .etermine
Ace Designers t!
SAP I"PE"EN#A#ION
5%ic% element# relevant to 0$P Bin5ar. goo.# movement#Eout5ar. goo.#
movement#C are ta!en into account Bfor e>ample= purc%a#e re8ui#ition=
purc%a#e or.er= planne. or.erC
5%ic% #toc! categorie# are ta!en into account
5%et%er repleni#%ment lea. time i# c%ec!e.
Transaction Code OPHH
Types Availa,ilit) C%ec! for 0aterial= P$*#= an.
Capacitie# Define Scope of C%ec!
Short Description /or C0ec:ing Rule SM5 -ndividual Re4uirements 0. 0as
!een assigned&
3.3.00 Define Inspection Control
&eneral Description
Ace Designers t!
SAP I"PE"EN#A#ION
In t%i# activit)= )ou .efine t%e c%ec! control. *%e c%ec!ing rule toget%er 5it% t%e
c%ec!ing group #pecifie# t%e #cope of t%e c%ec!. Aou can ma!e t%e c%ec!ing rule a#
5ell a# t%e actual c%ec! it#elf .epen.ent on t%e follo5ing parameter#?
Plant
or.er t)pe
operation
*%e operation can %ave t%e follo5ing c%aracteri#tic#? or.er create.= relea#eB.C or.er=
#cope of t%e c%ec!
Purpose
In maintenance an. #ervice or.er# component# are ,eing re#erve. to carr) out t%e
repair 7o,. In or.er to %ave t%e material availa,ilit) c%ec! for t%e #ervice an.
maintenance or.er# t%i# activit) %a# ,een carrie. out
Transaction Code O-O-
Types Availa,ilit) C%ec! for 0aterial= P$*#= an.
Capacitie# Define In#pection Control
Short Description $vaila!ility C0ec: Control ' 9 . assigned for Order
Types $M0'5 $M0.5 $M0@5 WR0' 9 RW0'
Ace Designers t!
SAP I"PE"EN#A#ION
3.3.01 Define Default Values for Component Item Categories
&eneral Description
In t%i# 5or! #tep= )ou can .etermine t%e propo#al value# for t%e item categorie# of
t%e or.er component#. *%e propo#al value# can ,e .etermine. .epen.ent on t%e
material t)pe an. t%e maintenance plant.
Purpose
*o propo#e t%e item categor) once it %a# ,een a##igne. in t%e #ervice an.
maintenance or.er component ta,
and Service Orders General Data Define Default
Value# for Component Item Categorie#
Short Description Default -tem Category < maintained for Material Types
;$<B5"RS$5;"RS5RO; 9 ;-B"
Ace Designers t!
SAP I"PE"EN#A#ION
3.3.00 Define Account Assignment Cat. an! Document #,pe for Purc)ase
Re/uisitions
&eneral Description
In t%i# Cu#tomi4ing activit) )ou .efine t%e purc%a#ing account a##ignment categor)
an. purc%a#ing .ocument t)pe for purc%a#e re8ui#ition# for maintenance an. #ervice
or.er#. /or t%e .ocument t)pe= )ou can c%oo#e 5%et%er )ou al5a)# 5ant to generate
purc%a#e re8ui#ition# for #tan.ar. purc%a#e or.er#= contract# or ot%er .ocument
t)pe# of t%e purc%a#ing #)#tem.
Purc%a#e re8ui#ition# for P0ES0 or.er# mu#t al5a)# ,e a##igne. to P0ES0 or.er#.
*%i# mean# t%at )ou mu#t c%ange t%e #tan.ar. #etting for t%e account a##ignment
categor) onl) if )ou .efine. a ne5 account a##ignment categor) for or.er@account
a##ignment in Cu#tomi4ing for t%e purc%a#ing #)#tem.
Purpose
*o create t%e Purc%a#e re8ui#ition from t%e #ervice or.er automaticall) 5it% correct
account a##ignment an. purc%a#e or.er t)pe
and Service Orders General Data Define Account
A##ignment Cat. an. Document *)pe for Purc%a#e
$e8ui#ition#
Short Description Purc0ase Re4uisition Type B 9 General $ccount
$ssignment Category / is assigned&
Ace Designers t!
SAP I"PE"EN#A#ION
3.3.03 Define Priorit, #,pe for Or!ers
&eneral Description
Aou .efine priorit) t)pe# in t%i# Cu#tomi4ing activit). Aou can .efine )our o5n
prioritie# for ever) priorit) t)pe.
Purpose
*o automaticall) .etermine t%e re8uire. #tart .ate an. fini#% .ate of t%e or.er ,a#e.
on t%e priorit) t)pe a##igne. to t%e or.er.
and Service Orders General Data Define Prioritie#
Define Priorit) *)pe for 6r.er#
Short Description Service Priority SM is assigned to Order Types $M0'5
$M0.5 $M0@5 WR0' and RW0'
Ace Designers t!
SAP I"PE"EN#A#ION
3.3.04 Activate Default Value for Current Date as -asic Date
&eneral Description
In t%i# #tep= )ou can .efine for 5%ic% plant# t%e current .ate #%oul. ,e propo#e. a# a
,a#ic .ate for t%e or.er.
Purpose
*o propo#e t%e current .ate a# t%e #tart .ate of t%e or.er E notification automaticall).
and Service Orders General Data Activate Default
Value for Current Date a# 9a#ic Date
Short Description /or Planning Plant '0'05 Current date is defaulted as
B$S-C date
3.3.05 Assign $ser Status to Or!er #,pes
&eneral Description
Statu# #et ,) t%e u#er to complement t%e #)#tem #tatu# for a given #tatu# o,7ect. Aou
can u#e onl) a u#er #tatu# ,elonging to a #tatu# profile B.efine. in Cu#tomi4ingC an.
a##igne. to t%e relevant #tatu# o,7ect. 2#er #tatu#e# ena,le )ou to e>ten. t%e control
of ,u#ine## proce##e# manage. ,) t%e #)#tem #tatu#. Aou can #et an. .elete u#er
#tatu#e# manuall) 5%en carr)ing out ,u#ine## tran#action#.
Ace Designers t!
SAP I"PE"EN#A#ION
In t%e #tatu# profile )ou can
.efine )our o5n #tatu#e# Bu#er #tatu#e#C an. .ocument t%eir function in a
re#pective long te>t
.etermine t%e #tatu# num,er# for u#er #tatu#e# 5%ic% pre.efine t%e po##i,le
#e8uence for proce##ing u#er #tatu#e#
.efine an initial #tatu# 5%ic% i# activate. automaticall) 5%en creating t%e
o,7ect
.etermine 5%ic% u#er #tatu# i# automaticall) activate. 5%en carr)ing out a
,u#ine## tran#action
.efine 5%ic% operation# are allo5e. or pro%i,ite. if a certain #tatu# i# active
Purpose
*o facilitate t%e 8uotation creation from t%e #ervice or.er ,a#e. on t%e u#er #tatu#
Create <uotation for 6r.er= u#er #tatu# profile SE$VICE %a# ,ee create. an.
a##igne. to t%e #ervice or.er
Transaction Code O-OG
and Service Orders General Data 2#er Statu# for
6r.er# Define Statu# Profile A##ign 2#er Statu#
to 6r.er *)pe#
Short Description 1ser Status Profile S"R)-C" assigned to Order Type
$M0.
3.3.09 Assign Partner Determination Proce!ure to Or!er
&eneral Description
A group of partner# Bproce##or= per#on re#pon#i,leC ,elong# to eac% notification t)pe
an. or.er t)pe. Aou t%erefore a##ign an appropriate partner .etermination proce.ure
to eac% notification t)pe an. or.er t)pe
Purpose
Ace Designers t!
SAP I"PE"EN#A#ION
*o .efine t%e partner function# 5%ic% are allo5e. in #ervice an. maintenance or.er
an. a##ign t%o#e partner function# to one partner .etermination proce.ure. *%en
a##ign t%at proce.ure to #ervice an. maintenance or.er t)pe
Transaction Code O-OM
and Service Orders Partner Define Partner
Determination Proce.ure an. Partner /unction
A##ign Partner Determination Proce.ure to 6r.er
Short Description Partner Procedure S) is assigned to Order Types $M0'5
$M0.5 $M0@5 WR0' and RW0'&
3.3.0; Set Sc)e!uling Parameters
&eneral Description
In t%i# Cu#tomi4ing activit) )ou can #et t%e follo5ing #c%e.uling parameter# for ever)
maintenance@ an. #ervice or.er an. for ever) maintenance plant?
Automatic #c%e.uling
Di#pla) #c%e.uling log automaticall) after #c%e.uling
0a>imum num,er of .a)# for #tart in t%e pa#t
Automatic a.7u#tment of t%e #tartEfini#% .ate#
S%ift or.er in.icator
Sc%e.uling to incorporate ,rea!# B,rea!# at t%e 5or! center are ta!en into
account 5%en #c%e.uling i# create.C
Purpose
*%e purpo#e of t%i# activit) i# to .efine a range of control parameter# t%at 5ill
facilitate t%e automatic #c%e.uling of t%e #ervice an. maintenance or.er once it i#
create. an. relea#e.
Transaction Code OP1E
Ace Designers t!
SAP I"PE"EN#A#ION
and Service Orders Sc0eduling Set Sc%e.uling
Parameter#
Short Description /or order types $M0'5 $M0.5 $M0@5 WR0' and RW0'
/or6ard Sc0eduling 6it0 Time is assigned& >Manual
Sc0eduling?
3.3.0< Assign O+(ect Information 8e,s to Or!er #,pes
&eneral Description
In t%i# #tep )ou can a##ign an o,7ect information !e) to eac% or.er t)pe.
Purpose
Ace Designers t!
SAP I"PE"EN#A#ION
%a# ,een .efine.
Transaction Code O-OH
and Service Orders O!2ect -nformation A##ign
6,7ect Information &e)# to 6r.er *)pe#
Short Description O!2ect -nformation 8ey SM is assigned to Order Types
$M0'5 $M0.5 $M0@5 RW0' and WR0'
3.3.0= Define Control Parameters for Completion Confirmations
&eneral Description
In t%i# 5or! #tep= )ou maintain t%e control parameter# for completion confirmation#
for maintenance@ an. #ervice or.er#. Aou can #et control parameter# for eac% or.er
t)pe. 2#ing t%e completion parameter# )ou .efine?
(%ic% .ata i# propo#e. for entr)
*%e #everit) 5it% 5%ic% in#pection# #%oul. ,e performe.
:o5 t%e completion confirmation proce##e# are controlle.
Purpose
*%e purpo#e of t%i# activit) i# to .efine a range of control parameter# t%at 5ill
facilitate t%e completion confirmation of t%e maintenance an. #ervice or.er# a# per
t%e re8uirement of t%e client#
Ace Designers t!
SAP I"PE"EN#A#ION
Maintenance and Service Processing Completion
Confirmation# Define Control Parameters for
Completion Confirmations
Short Description Control parameters for Order Types $M0'5 $M0.5$M0@5
WR0' and RW0' 0as !een assigned
4. Customer Service
4.1 Solution Data+ase
Ace Designers t!
SAP I"PE"EN#A#ION
&eneral Description
+um,er range# for entrie# in t%e Solution Data,a#e are .efine. un.er num,er range
o,7ect? ISD9. 6nl) internal num,er a##ignment# are po##i,le. "roup 1 i# t%e num,er
range for #)mptom recor.#. "roup 2 i# t%e num,er range for #olution recor.#. *%e
num,er range a##ignment for #)mptom# an. #olution# are in.epen.ent from t%eir
t)pe# an. categorie#.
Purpose
In or.er to .ifferentiate t%e #)mptom# an. #olution#= uni8ue internal num,er range
%a# ,een a##igne. to #)mptom# an. Solution#.
Transaction Code -SR
IMG Path Customer Service Solution Data!ase 9a#ic
Setting# Define +um,er $ange#
Short Description /or Symptoms num!er range'0000000 A(((((((
assigned& /or Solutions B0000000C(((((((( $ssigned
4.1.0 Define S,mptom #,pes
&eneral Description
S)mptom t)pe i# t%e %ig%e#t level of grouping an. categori4ing for #)mptom recor.#
in t%e Solution Data,a#e. Eac% #)mptom t)pe %a# .efault# for co.e group= catalog
t)pe= profile= an. priorit) group for #)mptom recor.#. Default value# can ,e
over5ritten in eac% #)mptom recor..
Purpose
*o %ave a uni8ue t)pe of #)mptom# for cu#tomer #ervice
Ace Designers t!
SAP I"PE"EN#A#ION
IMG Path Customer Service Solution Data!ase S)mptom
Define S)mptom *)pe#
Short Description Symptom Type SM 0as !een defined
4.1.3 Define Solution #,pes
&eneral Description
Solution t)pe# are t%e %ig%e#t level of grouping an. categori4ing for #olution recor.#
in t%e Solution Data,a#e. Eac% #olution t)pe %a# .efault# for co.e group= catalog
t)pe= an. profile for ta#!#. *%e .efault value can ,e over5ritten in eac% #olution
recor..
Purpose
*o %ave a uni8ue t)pe of #olution# for cu#tomer #ervice
IMG Path Customer Service Solution Data!ase Solution
Define S)mptom *)pe#
Short Description Solution Type S< 0as !een defined
Ace Designers t!
SAP I"PE"EN#A#ION
Ace Designers t!
SAP I"PE"EN#A#ION
5. Sales an! Distri+ution
5.1 -asic 'unctions
5.1.1 Define Re/uirements Classes
&eneral Description
In t%i# menu option= )ou .efine an. maintain t%e re8uirement cla##e# 5it% 5%ic% )ou
control all function# relevant to re8uirement# in logi#tic#.
*%e re8uirement cla## control# t%e 0$P an. t%e re8uirement# con#umption #trateg)
a# 5ell a# t%e relevanc) for planning. Specification# on t%e #ettlement of t%e
re8uirement cla##= for e>ample= t%e #ettlement profile an. t%e re#ult# anal)#i# !e)=
are prefera,l) u#e. ,) 0aterial# 0anagement an. .o not %ave to ,e u#e. 5%en
configuring t%e availa,ilit) c%ec! an. tran#fer of re8uirement#.
*%e re8uirement cla## #pecifie# t%e follo5ing point#?
5%et%er an availa,ilit) c%ec! an. a tran#fer of re8uirement# i# carrie. out for
a tran#action Bfor #ale# .ocument#= fine tuning u#ing t%e #c%e.ule line
categor) i# po##i,le= #ee noteC=
5%et%er t%e re8uirement# are relevant for 0$P=
t%e allocation in.icator from t%e #ale# vie5 5%ic% control# t%e #ettlement of
cu#tomer re8uirement# 5it% planne. in.epen.ent re8uirement#
5%et%er an item i# to ,e #ettle. to an au>iliar) account a##ignment=
t%e #ettlement profile=
*%e re#ult# anal)#i# !e).
Purpose
In or.er facilitate t%e automatic re5or! or.er B5it% re8uire. or.er t)peC creation from
t%e repair #ale# or.er t%i# #etting %a# ,een .one.
Transaction Code O)%G
IMG Path Sales and Distri!ution 9a#ic /unction# Availa,ilit)
C%ec! an. *ran#fer of $e8uirement# *ran#fer of
$e8uirement# Define $e8uirement# Cla##e#
Short Description /or t0e Re4uirement Class .0*5 t0e order type 0as !een
assigned as RW0'&
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5.1.0 Define Re/uirements #,pes
&eneral Description
In t%i# I0" #tep= )ou c%ange or .efine re8uirement# t)pe# 5%ic% i.entif) t%e .ifferent
re8uirement#= #uc% a# #ale# or.er re8uirement#= .eliver) re8uirement# or in.ivi.ual
cu#tomer re8uirement#. *%e re8uirement# t)pe# can ,e c%ange.= for e>ample= in
or.er to repre#ent cu#tomer@#pecific term#.
*oget%er 5it% t%e item categor) an. t%e 0$P t)pe of t%e material= an allocation to t%e
in.ivi.ual tran#action# in #ale# an. .i#tri,ution i# carrie. out ,) mean# of t%e
re8uirement# t)pe. Ever) re8uirement# t)pe i# allocate. to a re8uirement# cla## 5it%
it# corre#pon.ing control feature#.
(%ile a re8uirement# t)pe i# allocate. to a #ingle re8uirement# cla##= a re8uirement#
cla## can ,e allocate. to #everal re8uirement# t)pe#. A# a re#ult= it i# po##i,le to
control .ifferent tran#action# in a uniform manner 5it% regar. to t%eir tec%nical
proce.ure
Purpose
Transaction Code O)%;
$e8uirement# Define $e8uirement# *)pe#
Short Description /or Re4uirement Type S"RP5 re4uirement class .0* 0as
!een assigned&
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SAP I"PE"EN#A#ION
5.1.3 Determination Of Re/uirement #,pes $sing #ransaction
&eneral Description
In t%e #tan.ar. #)#tem= re8uirement# t)pe# are .etermine. accor.ing to a #pecific
#earc% #trateg) ,eginning 5it% t%e material #trateg) group.
Strateg) for Determining t%e $e8uirement# *)pe
/ir#t= an attempt i# ma.e to fin. a re8uirement# t)pe u#ing t%e #trateg) group
in t%e material ma#ter.
If t%e #trateg) group %a# not ,een maintaine.= t%e #)#tem 5ill .etermine it
u#ing t%e 0$P group.
If t%e 0$P group %a# not ,een .efine.= t%e #)#tem u#e# t%e material t)pe
in#tea. of t%e 0$P group 5%en acce##ing t%e corre#pon.ing control ta,le#.
If no re8uirement# t)pe i# foun. %ere= t%e #)#tem a##ume# a #pecial rule an.
attempt# to fin. a re8uirement# t)pe 5it% t%e ai. of t%e item categor) an. t%e
0$P t)pe.
If t%i# i# not po##i,le= a la#t attempt i# ma.e to fin. a re8uirement# t)pe 5it%
t%e item categor) onl).
If t%e la#t attempt fail#= t%e #)#tem .eclare# t%e tran#action a# not relevant for
t%e availa,ilit) c%ec! or tran#fer of re8uirement#.
Purpose
Transaction Code O)%;
$e8uirement# Determination 6f $e8uirement *)pe#
2#ing *ran#action
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Short Description /or -tem Category -RRP5 Re4uirement Type S"RP 0as
!een assigned&
5.0 Sales
5.0.1 Define Repairs Proce!ure
&eneral Description
In t%i# I0" activit)= )ou .efine t%e repair# proce.ure# t%at )ou nee. #o t%at action#
can ,e automaticall) create. for t%e repair or.er. *%e repair# proce.ure contain# t%e
rule# accor.ing to 5%ic% t%e #)#tem generate# action# for t%e repair re8ue#t item in
t%e repair# or.er.
*%e repair# proce.ure contain# t%e follo5ing control element#?
Stage# ? $epre#ent t%e in.ivi.ual #tep# or #tage# 5it%in t%e repair proce##
Action# ? $epre#ent t%e activitie# t%at are nece##ar) to meet t%e cu#tomerF#
repair re8uirement#
In t%e repair# proce.ure= )ou a##ign action# to eac% #tage in t%e repair# proce## t%at
ma) ,e carrie. out at t%at particular #tage.
Aou t%en com,ine t%e action an. #tage to .etermine t%e t)pe of action it i#. *%e
follo5ing t)pe# are availa,le?
An action t%at t%e #)#tem propo#e# automaticall) once a certain #tage in t%e
repair# proce## %a# #tarte.. *%i# i# given t%e .efault in.icator
An action t%at t%e #)#tem generate# accor.ing to t%e repair in.icator. *%e
repair in.icator report# in#pection lot#= notification# or #ervice or.er# ,ac! to
t%e repair or.er. *%i# i# given t%e confirmation in.icator.
An action t%at re8uire# permi##ion an. %a# to ,e create. manuall). *%i# i#
given a manual in.icator
Purpose
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In or.er to generate repair item# automaticall) from t%e repair #ale# or.er ,a#e. on
t%e tran#action re#ult#= t%i# #etting# %a# ,een .one.
Transaction Code )ORP
IMG Path Sales and Distri!ution Sale# Document# Cu#tomer
Service $eturn# an. $epair# Proce##ing Define
$epair# Proce.ure
Short Description Repair Procedure for $C" created as %$C"
5.0.0 Define Item Categories
&eneral Description
In t%i# menu option= )ou .efine item categorie# for #ale# .ocument#. *%e item
categorie# t%at are containe. in t%e #tan.ar. SAP $E- S)#tem toget%er 5it% t%e
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#ale# .ocument t)pe# repre#ent t%e u#ual ,u#ine## tran#action#. Aou %ave t%e
follo5ing option# for .efining )our o5n item categorie#?
Cop) an e>i#ting item categor) an. c%ange it accor.ing to )our re8uirement#.
Create a ne5 item categor).
Purpose
In or.er to generate repair item# automaticall) from t%e repair #ale# or.er ,a#e. on
t%e tran#action re#ult#= t%i# #etting# %a# ,een .one.
IMG Path Sales and Distri!ution Sale# Document# Sale#
Document Item Define Item Categorie#
Short Description Repair Procedure %$C" 0as !een assigned to -tem
Categories -RP$5-RRS 9 -RR$
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