Professional Documents
Culture Documents
Standard Business Processes in SAP Customer Service
Standard Business Processes in SAP Customer Service
Configured & Compiled By: Subhrajyoti Bhattacharjee, PMP, Certified SAP EAM, Certified ITIL
E-Mail: subhrajyoti.b@gmail.com, Location: Perth, Western Australia
Configured & Compiled By: Subhrajyoti Bhattacharjee, PMP, Certified SAP EAM, Certified ITIL
E-Mail: subhrajyoti.b@gmail.com, Location: Perth, Western Australia
Transaction <IQ08> is a display list report showing Customer -> Equipment -> Mat No -> Serial No
mapping. You can add further fields to the Output variant.
Task List: This is particularly essential for planned/scheduled Maintenance services based on a
contract or say non-contractual work with standard Activities/Components/External services/PRTs
Transaction: <IA05/IA06/IA07> Create/Change/Display General Maintenance Task List mostly used
<IA01/IA02/IA03> Create/Change/Display Equipment Task List
Service Products: A Service material (Type DIEN) that usually summarizes the Service work and forms
a line item of a Customer Service Sales Order or a Contract is also defined as a Service item at times.
This is particularly the case when in the Debit memo request generated from DIP processing during
RRB (Resource Related Billing), a first level summarization item is a Service Product with the actual
elements of cost like Material, Internal Labour etc grouped under it <or> To generate Service Orders
from Service Plans based on Service Contracts for periodic service .In the latter case, a Task List may
also be assigned to the same.
Configured & Compiled By: Subhrajyoti Bhattacharjee, PMP, Certified SAP EAM, Certified ITIL
E-Mail: subhrajyoti.b@gmail.com, Location: Perth, Western Australia
Configured & Compiled By: Subhrajyoti Bhattacharjee, PMP, Certified SAP EAM, Certified ITIL
E-Mail: subhrajyoti.b@gmail.com, Location: Perth, Western Australia
These objects will be detailed along with some of their critical configuration aspects, under processes in
later sections of this document.
4.0 Business Processes
4.1 Pre-Sales scenario
Process Background: Customers who may be interested in entering into a Long term Service contract
or procuring short term Services would initially call the Customer Service representative and generate
an enquiry requesting for a Quotation. Customer Service representative can enter the details in SAP
using a CS Notification and allocate it to the respective person responsible to detail the work and
Configured & Compiled By: Subhrajyoti Bhattacharjee, PMP, Certified SAP EAM, Certified ITIL
E-Mail: subhrajyoti.b@gmail.com, Location: Perth, Western Australia
It is to be noted that once a Quotation is created from a Service Order, no further Contracts can be
referenced. System only allows 1 cost account assignment Quotation <-> Service Order
Configuration pre-requisites:
Configurations on SAP SD side and PM side are briefly detailed below, highlighting the most crucial
configuration aspects.
SAP SD: SPRO -> Sales and Distribution - Only the critical settings documented below
1.
Sales Document Types for Quotation document and subsequent Order/Contract defined. In
this example, standard document type AS has been used for Quotation
2.
Assigning Sales Area to Sales orders. We have assigned to AS relevant Sales area
3.
Sales document items Item categories AGE for AS.
4.
Sales document items Assign Item categories: As this is a critical config. Node, a mapping
has been detailed in screenshot below:
The Logic usually followed by the system is:
Sales doc type -> Item category group (derived from sales material master) -> Usage (The
usage SEIN is to be set for Billing relevant items for Dynamic processing) -> Higher level
item category (if sub items are to be there in Sales Order) -> Default item category ->
Manual item categories possible (Optional)
Doc type AS Quotation settings
Configured & Compiled By: Subhrajyoti Bhattacharjee, PMP, Certified SAP EAM, Certified ITIL
E-Mail: subhrajyoti.b@gmail.com, Location: Perth, Western Australia
5.
6.
Quotation/RRB
->
Profiles
for
Resource
Related
The DIP profile QT configured in this step is the most crucial configuration as this would contain
the rules of converting planned items within the Service Order into Dynamic items to be placed into
Sales Quotation.
Usage Quotation creation and Sales pricing and mapped to Sales document type AS
Configured & Compiled By: Subhrajyoti Bhattacharjee, PMP, Certified SAP EAM, Certified ITIL
E-Mail: subhrajyoti.b@gmail.com, Location: Perth, Western Australia
Characteristics Cost element (this can take care of all planned costs in fact), Product (Service
product at a higher summary level in Quotation, if required), Cost Center, Activity Type, Material,
Billing Form. All above characteristics, other than product marked Characteristics relevant,
Material Determination, No Summarization.
Anything set for Material determination will then be available in Material Determination configuration
section detailed later.
Configured & Compiled By: Subhrajyoti Bhattacharjee, PMP, Certified SAP EAM, Certified ITIL
E-Mail: subhrajyoti.b@gmail.com, Location: Perth, Western Australia
Selection criteria; Cost elements have been primarily used as selection criteria for respective
sources of planned costs in this example.
Configured & Compiled By: Subhrajyoti Bhattacharjee, PMP, Certified SAP EAM, Certified ITIL
E-Mail: subhrajyoti.b@gmail.com, Location: Perth, Western Australia
Material Determination: Please note that all material used in Material determination should have been
created as material masters of Type DIEN Item category group LEIS. The Basic, Sales views
should have been at least maintained, and in Costing 1 view tick Material Origin, With Quantity
Structure
For each Dynamic material to be selected in the DIP conversion, the Source selection criteria is then
set. We have used Cost elements as the basis of the same.
Configured & Compiled By: Subhrajyoti Bhattacharjee, PMP, Certified SAP EAM, Certified ITIL
E-Mail: subhrajyoti.b@gmail.com, Location: Perth, Western Australia
SAP PM: SPRO -> Plant Maintenance & Customer Service -> Maintenance Processing
1.
-
Configured & Compiled By: Subhrajyoti Bhattacharjee, PMP, Certified SAP EAM, Certified ITIL
E-Mail: subhrajyoti.b@gmail.com, Location: Perth, Western Australia
2.
Order Type SRIN has been configured as a Revenue Bearing. Service Order. Settlement
profile 90 - Not for settlement set.
Configured & Compiled By: Subhrajyoti Bhattacharjee, PMP, Certified SAP EAM, Certified ITIL
E-Mail: subhrajyoti.b@gmail.com, Location: Perth, Western Australia
Configured & Compiled By: Subhrajyoti Bhattacharjee, PMP, Certified SAP EAM, Certified ITIL
E-Mail: subhrajyoti.b@gmail.com, Location: Perth, Western Australia
Configured & Compiled By: Subhrajyoti Bhattacharjee, PMP, Certified SAP EAM, Certified ITIL
E-Mail: subhrajyoti.b@gmail.com, Location: Perth, Western Australia
Process Steps:
1.
Notification .. saved
2. Service Order of type SRIN is created by allocated department/personnel for detailed
cost planning. The Service Order is created with reference to the Notification created in Step
1 and further planned by the relevant team/personnel with projected hourly charges, material
requirements etc.
Transaction: <IW52> Change Service Notification Individual, <IW58> Change List
Enter the Notification Number in initial screen
Configured & Compiled By: Subhrajyoti Bhattacharjee, PMP, Certified SAP EAM, Certified ITIL
E-Mail: subhrajyoti.b@gmail.com, Location: Perth, Western Australia
A Service Product (Service Material configured as a Service Product in transaction OISD) added to
summarize the items (Optional), Operations are planned, Material parts are planned, External services if
any are planned and so on.
Configured & Compiled By: Subhrajyoti Bhattacharjee, PMP, Certified SAP EAM, Certified ITIL
E-Mail: subhrajyoti.b@gmail.com, Location: Perth, Western Australia
Configured & Compiled By: Subhrajyoti Bhattacharjee, PMP, Certified SAP EAM, Certified ITIL
E-Mail: subhrajyoti.b@gmail.com, Location: Perth, Western Australia
Click on the Calculator icon to execute the Planned Costs calculation. It will be automatically calculated
when the Order is saved. DONOT release the Order
Configured & Compiled By: Subhrajyoti Bhattacharjee, PMP, Certified SAP EAM, Certified ITIL
E-Mail: subhrajyoti.b@gmail.com, Location: Perth, Western Australia
Configured & Compiled By: Subhrajyoti Bhattacharjee, PMP, Certified SAP EAM, Certified ITIL
E-Mail: subhrajyoti.b@gmail.com, Location: Perth, Western Australia
Check the Sales Price view. You would notice that the Service Product D100 is the header item under
which the other Dynamic items have been summarized. This is due to relevant DIP setting for Usage
Characteristics Product and setting a Product in Service Order (which is optional)
Configured & Compiled By: Subhrajyoti Bhattacharjee, PMP, Certified SAP EAM, Certified ITIL
E-Mail: subhrajyoti.b@gmail.com, Location: Perth, Western Australia
Check the Quotation items, pricing conditions, Validity, Terms of payment etc., update them if required,
and save the Quotation.
Check in Document flow of Service Order (Transaction <IW32>) -> Pre-processing document
Notification and Post-processing document Quotation will be displayed
Configured & Compiled By: Subhrajyoti Bhattacharjee, PMP, Certified SAP EAM, Certified ITIL
E-Mail: subhrajyoti.b@gmail.com, Location: Perth, Western Australia
If it is rejected items are blocked/marked with a rejection reason. You can also delete the document
through path Sales document -> Delete but this may be avoided for future tracking purpose.
Transaction: <VA22> Change Quotation
Configured & Compiled By: Subhrajyoti Bhattacharjee, PMP, Certified SAP EAM, Certified ITIL
E-Mail: subhrajyoti.b@gmail.com, Location: Perth, Western Australia
As long as the Service Order has the system status QUCR Quotation Created <and/or> a User status
that prevents release of the Order, it cannot be processed further. Transaction <IW32>
The Quotation has to be accepted to change the system status of the Service Order. Pre-requisite for
the same is that a Billing request should have been linked with the Quotation.
<VA01> Create a Billing Request w.r.t. Quotation DR for the quotation with the top level Service item.
Not all costs may be chargeable at Quotation stage. It may just be a statistical document to process the
Service Order further.
Configured & Compiled By: Subhrajyoti Bhattacharjee, PMP, Certified SAP EAM, Certified ITIL
E-Mail: subhrajyoti.b@gmail.com, Location: Perth, Western Australia
Configured & Compiled By: Subhrajyoti Bhattacharjee, PMP, Certified SAP EAM, Certified ITIL
E-Mail: subhrajyoti.b@gmail.com, Location: Perth, Western Australia
Check the Document Flow in Service Order and Check System status
Transaction: <IW32>
You would also Notice that the system status would have changed to QUAC (Quotation Accepted)
Configured & Compiled By: Subhrajyoti Bhattacharjee, PMP, Certified SAP EAM, Certified ITIL
E-Mail: subhrajyoti.b@gmail.com, Location: Perth, Western Australia
6.
Sales Order (usually OR type) creation, complete pricing and other relevant data
Transaction: <VA01/VA02>
Configured & Compiled By: Subhrajyoti Bhattacharjee, PMP, Certified SAP EAM, Certified ITIL
E-Mail: subhrajyoti.b@gmail.com, Location: Perth, Western Australia
2.
Configured & Compiled By: Subhrajyoti Bhattacharjee, PMP, Certified SAP EAM, Certified ITIL
E-Mail: subhrajyoti.b@gmail.com, Location: Perth, Western Australia
3.
Picking, Packing (if relevant), Posting Goods issue & creating subsequent Shipping
documents (if applicable) <VL02N>
Once PGI is executed, Goods movement status is complete. The Delivery doc no and a Material doc no
will show up within Document flow section in Sales Order.
Configured & Compiled By: Subhrajyoti Bhattacharjee, PMP, Certified SAP EAM, Certified ITIL
E-Mail: subhrajyoti.b@gmail.com, Location: Perth, Western Australia
If you check the material document in <MB03>, you will find that a movement with movement type 601
has been executed. Stock account would be credited (-) for the outgoing material.
4.
Configured & Compiled By: Subhrajyoti Bhattacharjee, PMP, Certified SAP EAM, Certified ITIL
E-Mail: subhrajyoti.b@gmail.com, Location: Perth, Western Australia
After Posting the Invoice, it is released to Accounting. Finally the Sales Order document flow would be
as below:
Configured & Compiled By: Subhrajyoti Bhattacharjee, PMP, Certified SAP EAM, Certified ITIL
E-Mail: subhrajyoti.b@gmail.com, Location: Perth, Western Australia
5.
Configured & Compiled By: Subhrajyoti Bhattacharjee, PMP, Certified SAP EAM, Certified ITIL
E-Mail: subhrajyoti.b@gmail.com, Location: Perth, Western Australia
Configured & Compiled By: Subhrajyoti Bhattacharjee, PMP, Certified SAP EAM, Certified ITIL
E-Mail: subhrajyoti.b@gmail.com, Location: Perth, Western Australia
2. Sales Order created from the Notification by Clicking on Sales Order tab
Transaction code: IW52 (Display)
Order type: I have used the Standard Order type OR but it is again Business
specific choice. SD configurations should accordingly be done to support the
process.
Configured & Compiled By: Subhrajyoti Bhattacharjee, PMP, Certified SAP EAM, Certified ITIL
E-Mail: subhrajyoti.b@gmail.com, Location: Perth, Western Australia
Configured & Compiled By: Subhrajyoti Bhattacharjee, PMP, Certified SAP EAM, Certified ITIL
E-Mail: subhrajyoti.b@gmail.com, Location: Perth, Western Australia
Creation of Service/Maintenance Contract for rendering Long term Planned Services such
as yearly services of Air conditioner with coolant change
This will be detailed in Post Sales Scenario -> Service Order processing Contractual Services
Service Order processing can again be based on T&M billing (Based on actual costs incurred) or Fixed
rate billing. The above can also be subject to Warranty is and as applicable or configurable services
based on certain conditions. As mentioned earlier, the CS module scenarios can get very complex and
conditional based on the services rendered by the organization. This document would however only
highlight the base scenarios which are the building blocks for further scenarios.
4.3.1 Service Order Processing Non Contractual services
Process Background: A Customer already dealing with a Service organization or a new customer
gives a call and requests a Service action, without going into a Quotation process i.e. they agree to pay
on whatever is the actual work that would be performed or a Fixed rate applied post the services have
been delivered. This is a one-time service work not bound by any contractual norms. This kind of work
Configured & Compiled By: Subhrajyoti Bhattacharjee, PMP, Certified SAP EAM, Certified ITIL
E-Mail: subhrajyoti.b@gmail.com, Location: Perth, Western Australia
SPRO -> Sales & Distribution -> Basic Functions -> Pricing -> Settings for DR Debit memo
request
We have created a Document pricing procedure S which is assigned to DR. Also the Customer that
we are using in this prototype document is assigned a Customer pricing procedure S. So system
determines the pricing procedure for the combination Sales Area -> Doc pricing procedure ->
Customer pricing procedure -> Default pricing condition
2.
SPRO -> Sales & Distribution -> Sales -> Sales document item -> Assign Item Categories
This is a critical configuration setting for this process. As we use standard SAP SD document type
DR for Debit Memo request and standard Item categories associated to it, I have not detailed the
initial settings which is usually already done in standard system.
We have set DR (document type) -> LEIS (Item cat group) -> Usage SEIN -> Blank/L2W (Higher
Item categories) -> L2W (Default Item category). This will allow item category determination for DR
during Dynamic Item processing in DP90.
Configured & Compiled By: Subhrajyoti Bhattacharjee, PMP, Certified SAP EAM, Certified ITIL
E-Mail: subhrajyoti.b@gmail.com, Location: Perth, Western Australia
3.
SPRO -> Sales & Distribution -> Sales -> Customer Service -> Profiles for Resource
Related Billing
This is again a very critical configuration. Profile created with Usage Billing and Result Analysis. Sales
document DR set for Billing request generated through this DIP profile, CR set for Credit Memo
request.
Characteristics included are Product (For service product inclusions), Cost Element (Primary selection
criteria for Cost sources), Activity Type/Cost centre/Material (Optional as Cost elements drive selection)
Configured & Compiled By: Subhrajyoti Bhattacharjee, PMP, Certified SAP EAM, Certified ITIL
E-Mail: subhrajyoti.b@gmail.com, Location: Perth, Western Australia
Sources are Actual Cost Line item driven here with 100% cost relevance.
Sources in this prototype are driven on Cost element based sets. This is the case where cost elements
pertaining to Labour, Material, Services etc are clearly available/identified to the Logistics team. If this
isnt the case, then the Source selection may be driven on sets of other characteristics which the
Logistics team is aware of like Material ID sets, Activity type/Cost centre sets etc.
Configured & Compiled By: Subhrajyoti Bhattacharjee, PMP, Certified SAP EAM, Certified ITIL
E-Mail: subhrajyoti.b@gmail.com, Location: Perth, Western Australia
Material Determination this is the set of Dynamic items which will get picked up to be placed into the
Debit Memo request as request items (L2W category) based on source criteria. The Materials used here
has been set up in SAP MM module as DIEN material with Item category Groups set as LEIS, and in
Costing 1 tab, Material origin, With Quantity Structure have been set.
You would notice in configuration step that there are 2 critical parameters Material Direct and Individual.
Material Direct means that if an actual material no. is there (say a spare part used), then that will be
transferred to the Billing request instead of the Dynamic material. In this case Material should have been
set as a Characteristic. Individual refers to second level of summarization. Its better to tick all as
Individual Expense Item else during DP90 transaction it often causes issue in determining Expenditure
Items. If it has been set then each individual line will be posted separately to billing request instead of
summarizing under the Dynamic material ID.
Configured & Compiled By: Subhrajyoti Bhattacharjee, PMP, Certified SAP EAM, Certified ITIL
E-Mail: subhrajyoti.b@gmail.com, Location: Perth, Western Australia
4.
SPRO -> Sales & Distribution -> Sales -> Customer Service -> Assign conditions to Sales
Document type
DR is assigned to Condition type EK01 (Actual costs)
Configured & Compiled By: Subhrajyoti Bhattacharjee, PMP, Certified SAP EAM, Certified ITIL
E-Mail: subhrajyoti.b@gmail.com, Location: Perth, Western Australia
5.
SPRO -> Sales & Distribution -> Sales -> Billing ->
documents -> Sales Document to Billing document
Sales Document DR -> Billing document L2 with Header, Item mapping to include L2W item
category (for this scenario as per previous configurations)
Configured & Compiled By: Subhrajyoti Bhattacharjee, PMP, Certified SAP EAM, Certified ITIL
E-Mail: subhrajyoti.b@gmail.com, Location: Perth, Western Australia
Basic settings: SPRO -> PM & CS -> Maintenance & Service Processing ->
Settings for Display of Costs -> Defined Value categories for Costs and Revenues (as
Service Order is Revenue bearing) and assigned them to corresponding Cost elements/Cost
element groups can also be assigned.
Configured & Compiled By: Subhrajyoti Bhattacharjee, PMP, Certified SAP EAM, Certified ITIL
E-Mail: subhrajyoti.b@gmail.com, Location: Perth, Western Australia
Configured & Compiled By: Subhrajyoti Bhattacharjee, PMP, Certified SAP EAM, Certified ITIL
E-Mail: subhrajyoti.b@gmail.com, Location: Perth, Western Australia
Configured & Compiled By: Subhrajyoti Bhattacharjee, PMP, Certified SAP EAM, Certified ITIL
E-Mail: subhrajyoti.b@gmail.com, Location: Perth, Western Australia
2.
Notification settings: SPRO -> PM & CS -> Maintenance & Service Processing -> PM &
CS Notifications -> Notification creation -> Notification Type/Notification Content/Partners/Notification
processing
Notification typeS3 re used: General Service Notification type.
Define Screen Templates, Assign Number range, Long Text control
Assign Notification Type to Order type: S3 linked to PM/SM order type SM02 detailed later
Define Order Types and Special Notification parameters as in this scenario we will just be
associating the Notification to a Revenue Bearing Service Order, no Sales Order/Contract type
need be associated
Catalog profile: A standard/customized CS profile can be used for defining Task/Activity
codes
Partner Determination Procedure: PDP SV assigned to the Notification type S3
Notification processing -> Additional Functions -> Define Action box -> Follow up functions
In this node, I have kept the action boxes defined by standard SAP as it is. However from the
actions configured in the action boxes only a couple of specific actions (highlighted ones) will be
used in the process steps as you would notice. If required, these action boxes can be de
assigned in configuration as well.
Configured & Compiled By: Subhrajyoti Bhattacharjee, PMP, Certified SAP EAM, Certified ITIL
E-Mail: subhrajyoti.b@gmail.com, Location: Perth, Western Australia
3.
Order settings: SPRO -> PM & CS -> Maintenance & Service Processing -> PM &CS
Orders ->
Function and setting for Order type SM02 Order type should be revenue bearing and
linked to Settlement profile as created in steps above
Check credit Limits, Sales doc types for Service Orders This node defines a PM Order as
a Service Order and associates it to a DIP Profile (as configured earlier) and a Debit Memo
request document
Configured & Compiled By: Subhrajyoti Bhattacharjee, PMP, Certified SAP EAM, Certified ITIL
E-Mail: subhrajyoti.b@gmail.com, Location: Perth, Western Australia
Partner -> Define PDP and Partner function -> Assign to Order type -> PDP SV assigned to
SM02
Scheduling -> Set scheduling parameters -> Forward scheduling set for Plant, Order type
combination
Configured & Compiled By: Subhrajyoti Bhattacharjee, PMP, Certified SAP EAM, Certified ITIL
E-Mail: subhrajyoti.b@gmail.com, Location: Perth, Western Australia
Completion confirmations -> Define Control Parameters for Completion Confirmations - set
as per standard for Plant + Order type SM02 combination
Process Steps:
1.
Configured & Compiled By: Subhrajyoti Bhattacharjee, PMP, Certified SAP EAM, Certified ITIL
E-Mail: subhrajyoti.b@gmail.com, Location: Perth, Western Australia
The Relevant Details are filled in the Notification, Tasks (To do) /Activities (As done) etc are logged into
respective sections and Notification is set into processing by releasing it.
Notification saved.
2.
Service Order of type SM02 is created as a follow on function from the Notification. All
relevant costs such as Expected Service hours, Spare parts if any will be planned in the
Service Order and the same will be released for actual processing. Please Note that in this
case No sales order would be associated.
Transaction: <IW52>
Configured & Compiled By: Subhrajyoti Bhattacharjee, PMP, Certified SAP EAM, Certified ITIL
E-Mail: subhrajyoti.b@gmail.com, Location: Perth, Western Australia
As this is a Pure T&M Service Order, Service Product may/may not be associated. We will simply plan
the Labour hours, Material (if any), Service (if any) and release the Order
Configured & Compiled By: Subhrajyoti Bhattacharjee, PMP, Certified SAP EAM, Certified ITIL
E-Mail: subhrajyoti.b@gmail.com, Location: Perth, Western Australia
Planned costs will be displayed on executing the Costing or on saving the order
Time Confirmation against the work performed for the Service Order
Transaction: <IW41>
Configured & Compiled By: Subhrajyoti Bhattacharjee, PMP, Certified SAP EAM, Certified ITIL
E-Mail: subhrajyoti.b@gmail.com, Location: Perth, Western Australia
4.
Entering Goods Movement against the Service Order for components/spare parts
consumed
Transaction: <MB11>
5.
Configured & Compiled By: Subhrajyoti Bhattacharjee, PMP, Certified SAP EAM, Certified ITIL
E-Mail: subhrajyoti.b@gmail.com, Location: Perth, Western Australia
Expenses View
Using Account Indicator against the Lines, you can actually control whether an expense line is actually
relevant for billing or not or Partial billing, for example, a Goodwill or a Warranty item. But that involves a
further level of advanced configuration which has been kept out of scope here. Alternatively, if the case
is to completely ignore an item (say 100 % Goodwill or something like that) simply Lock the Item and it
will not be processed in billing later.
Also % to be billed can be the easy option for telling the system how much of the Line item is to be
billed. By default its 100%. To accommodate a warranty/goodwill item just change the % to be billed to 0.
Configured & Compiled By: Subhrajyoti Bhattacharjee, PMP, Certified SAP EAM, Certified ITIL
E-Mail: subhrajyoti.b@gmail.com, Location: Perth, Western Australia
Check the items, unlock the items you want to process further and click on Billing Request. You will
observe that the Billing request DR Line items will bear an Item category L2W as per Item category
assignment configuration.
Configured & Compiled By: Subhrajyoti Bhattacharjee, PMP, Certified SAP EAM, Certified ITIL
E-Mail: subhrajyoti.b@gmail.com, Location: Perth, Western Australia
6.
Please Note: If the items in the Debit Memo request had not been unlocked, there may be a Header
Block which may not allow processing of the Billing document further. A header level block can be
removed by going into transaction <VA02> ->Debit Memo Request No -> Goto -> Header -> Billing
Configured & Compiled By: Subhrajyoti Bhattacharjee, PMP, Certified SAP EAM, Certified ITIL
E-Mail: subhrajyoti.b@gmail.com, Location: Perth, Western Australia
On executing <VF01>, Invoice doc as below would be generated and on saving the save,
updated in Sales Order document flow.
Configured & Compiled By: Subhrajyoti Bhattacharjee, PMP, Certified SAP EAM, Certified ITIL
E-Mail: subhrajyoti.b@gmail.com, Location: Perth, Western Australia
Release the document to Accounting in Transaction <VF02> if the Billing document type requires it to be
done separately.
It would create the following Accounts level postings at the simplest level
Customer A/c Dr,
Revenue A/c Cr,
Tax A/c Cr
Configured & Compiled By: Subhrajyoti Bhattacharjee, PMP, Certified SAP EAM, Certified ITIL
E-Mail: subhrajyoti.b@gmail.com, Location: Perth, Western Australia
Processing Service Contracts with Resource Related Billing: Billing would be on basis
of actual costs accrued on an associated Service Order (Non-revenue bearing) followed by a
billing request. Service Order charges will be billed at actual costs through a Debit Memo request
followed by a Billing document.
In the above processes, Maintenance Plans can also be brought into action for generating Service
Notifications/Service Orders on a periodic basis based on a Service Plan created on a Contract Line
item defined as a Service Product. Service contracts may also have price agreements for certain
material and standard monthly billable charge for certain services.
Service Contracts usually come into effect Post sales of a Customer product to the Customer or post
acceptance of a Quotation on behalf of a customer to execute a Contractual service agreement for a
relevant term post acceptance. Costs and services posted to a Service Contracts are finally settled to
Profitability analysis where it can be further analysed.
In the process scenario described below, we would use a single Contract with 2 line items one with a
billing plan for Fixed Billing and the other to be driven through a Planned Service Order (generated from
a Maintenance Plan) costs settled to it. There may be another sub scenario where a Customer calls to
request a Service (Service Notification) work based on an existing Contract (Auto contract
determination) leading to a Non-revenue bearing service order that is processed further through
Resources Related Billing and costs settled to the Contract line item. This scenario being a little bit
similar to Repair and Maintenance scenario in next section is not detailed further her
Configured & Compiled By: Subhrajyoti Bhattacharjee, PMP, Certified SAP EAM, Certified ITIL
E-Mail: subhrajyoti.b@gmail.com, Location: Perth, Western Australia
Configured & Compiled By: Subhrajyoti Bhattacharjee, PMP, Certified SAP EAM, Certified ITIL
E-Mail: subhrajyoti.b@gmail.com, Location: Perth, Western Australia
Configured & Compiled By: Subhrajyoti Bhattacharjee, PMP, Certified SAP EAM, Certified ITIL
E-Mail: subhrajyoti.b@gmail.com, Location: Perth, Western Australia
PM side of configuration (Mostly would be under IMG -> PM & CS -> Maintenance
Planning/Maintenance Processing)
-
Maintenance processing -> Basic settings -> Value categories should capture all ranges of
costs per Cost element/Cost element group assignment. Revenue value category not required in
this case.
Maintenance processing -> Basic settings -> Settlement -> Settlement profile -> should allow
settlement to Sales Order
Maintenance processing ->Basic settings -> Settlement -> Allocation structure -> associated
with above settlement profile should capture Sources for all costs and allow settlement further to
receiver SDI (sales document item)
Maintenance Plan Category created with Outline Agreement as reference
Configured & Compiled By: Subhrajyoti Bhattacharjee, PMP, Certified SAP EAM, Certified ITIL
E-Mail: subhrajyoti.b@gmail.com, Location: Perth, Western Australia
Configured & Compiled By: Subhrajyoti Bhattacharjee, PMP, Certified SAP EAM, Certified ITIL
E-Mail: subhrajyoti.b@gmail.com, Location: Perth, Western Australia
2.
Configured & Compiled By: Subhrajyoti Bhattacharjee, PMP, Certified SAP EAM, Certified ITIL
E-Mail: subhrajyoti.b@gmail.com, Location: Perth, Western Australia
Configured & Compiled By: Subhrajyoti Bhattacharjee, PMP, Certified SAP EAM, Certified ITIL
E-Mail: subhrajyoti.b@gmail.com, Location: Perth, Western Australia
The item 20 Actual cost service product may have a base charge to cover some admin costs or may
not have any base charge. In this scenario, we are assuming that all planned service related charges
will come through the Service Order.
Customer Equipment can be assigned to the Contract Line item by selecting line item -> Extras ->
Technical Objects
Configured & Compiled By: Subhrajyoti Bhattacharjee, PMP, Certified SAP EAM, Certified ITIL
E-Mail: subhrajyoti.b@gmail.com, Location: Perth, Western Australia
Save the Contract - Service and Maint. 40005498 has been saved
3.
Fixed periodic billing for Contractual Line item based on Billing Plan
Transaction: <VF04> Process Billing Due List, <VF01>
Select the due item in the list, choose Individual Billing Document and save. This will post the Fixed
monthly due bill and the status of the Line item in the Billing Plan will change from Status A (Not billed)
to status C (Completely processed).This would result in revenue being realised against the Contract
Line item.
4.
Configured & Compiled By: Subhrajyoti Bhattacharjee, PMP, Certified SAP EAM, Certified ITIL
E-Mail: subhrajyoti.b@gmail.com, Location: Perth, Western Australia
The Contract No and Item gets embedded into the Maintenance Plan
Configured & Compiled By: Subhrajyoti Bhattacharjee, PMP, Certified SAP EAM, Certified ITIL
E-Mail: subhrajyoti.b@gmail.com, Location: Perth, Western Australia
Lets suppose we generate the Maintenance Orders immediately for the whole year to Plan in advance.
In this case we keep the Call horizon as 0. If we want to create the Maintenance Orders near to plan
dates, say 1.5 months prior in a 3 month frequency -> 50% call horizon needs to be set and so on.
Also parameter Scheduling period is for how long we want the schedules to run in advance, in order for
system to identify pending Calls (Orders) to be generated say we want to plan for the next 6 months,
we set scheduling period as 6 MON. Start of cycle will be defaulted to start of Contract
Configured & Compiled By: Subhrajyoti Bhattacharjee, PMP, Certified SAP EAM, Certified ITIL
E-Mail: subhrajyoti.b@gmail.com, Location: Perth, Western Australia
Save the schedule and check in transaction <IP24> the scheduled orders generated from Maintenance
Plans of category CS
Configured & Compiled By: Subhrajyoti Bhattacharjee, PMP, Certified SAP EAM, Certified ITIL
E-Mail: subhrajyoti.b@gmail.com, Location: Perth, Western Australia
6.
Configured & Compiled By: Subhrajyoti Bhattacharjee, PMP, Certified SAP EAM, Certified ITIL
E-Mail: subhrajyoti.b@gmail.com, Location: Perth, Western Australia
7.
Configured & Compiled By: Subhrajyoti Bhattacharjee, PMP, Certified SAP EAM, Certified ITIL
E-Mail: subhrajyoti.b@gmail.com, Location: Perth, Western Australia
8.
Planned Goods movement for spares if any are posted to Service Order
Transaction code: <MB11>
Since its similar to prior scenarios as well as scenarios detailed later, have just highlighted the
transaction
Unplanned Goods issues can be posted to Order Operations through <IW42> transaction.
9.
Configured & Compiled By: Subhrajyoti Bhattacharjee, PMP, Certified SAP EAM, Certified ITIL
E-Mail: subhrajyoti.b@gmail.com, Location: Perth, Western Australia
Check the items, set amount/percentage to be billed and click on Billing request
Configured & Compiled By: Subhrajyoti Bhattacharjee, PMP, Certified SAP EAM, Certified ITIL
E-Mail: subhrajyoti.b@gmail.com, Location: Perth, Western Australia
As you would notice in this case we have used the Service Product line only for summarization i.e. as an
Item category of type L2S, whereas the Actual cost item Labour cost in this scenario comes up as
actual request item of Item category L2W. Thus Net value of request = Net value of L2W item.
Configured & Compiled By: Subhrajyoti Bhattacharjee, PMP, Certified SAP EAM, Certified ITIL
E-Mail: subhrajyoti.b@gmail.com, Location: Perth, Western Australia
10.
Billing document for the Billing request created against Service Order
Transaction code: VF01
Configured & Compiled By: Subhrajyoti Bhattacharjee, PMP, Certified SAP EAM, Certified ITIL
E-Mail: subhrajyoti.b@gmail.com, Location: Perth, Western Australia
Only the Non statistical item in the Billing request will be proposed in the Bill.
Configured & Compiled By: Subhrajyoti Bhattacharjee, PMP, Certified SAP EAM, Certified ITIL
E-Mail: subhrajyoti.b@gmail.com, Location: Perth, Western Australia
The Originating Document Contract + Line No followed by Billing request document no. will be
embedded in the Billing document line item level.
Configured & Compiled By: Subhrajyoti Bhattacharjee, PMP, Certified SAP EAM, Certified ITIL
E-Mail: subhrajyoti.b@gmail.com, Location: Perth, Western Australia
Revenue would also have been posted to Contract Item associated as the Originating document item.
This is evident in controlling document within the Invoice Accounting document
11.
Configured & Compiled By: Subhrajyoti Bhattacharjee, PMP, Certified SAP EAM, Certified ITIL
E-Mail: subhrajyoti.b@gmail.com, Location: Perth, Western Australia
12.
Configured & Compiled By: Subhrajyoti Bhattacharjee, PMP, Certified SAP EAM, Certified ITIL
E-Mail: subhrajyoti.b@gmail.com, Location: Perth, Western Australia
Configured & Compiled By: Subhrajyoti Bhattacharjee, PMP, Certified SAP EAM, Certified ITIL
E-Mail: subhrajyoti.b@gmail.com, Location: Perth, Western Australia
Costs get posted to Sales Contract item which can be analysed further in Sales Contract <VA43>
Line item selected -> Environment -> Cost Report
Configuration Pre-requisites:
Most of the configuration steps are similar to the previous process configurations. Hence only the critical
aspects of configuration which are specific to this process have been highlighted below:
CO Configuration
IMG -> General Controlling -> Organization -> Maintain Controlling Area
FI-CO Team to ensure that the Controlling area has Sales Order component active for the Fiscal year of
posting. This is required for settling Service Order Costs to Repair Sales Order at the end of Service
Order process.
Please note that there are multiple other CO related settings such as CO-PA settings, Activity planning
settings etc. As this document mainly focuses on CS/SD part of process, touch points have only been
briefly highlighted.
SD Configurations
IMG -> Sales & Distribution -> Basic Functions -> Pricing -> Define and assign pricing procedure ->
Configured & Compiled By: Subhrajyoti Bhattacharjee, PMP, Certified SAP EAM, Certified ITIL
E-Mail: subhrajyoti.b@gmail.com, Location: Perth, Western Australia
Configured & Compiled By: Subhrajyoti Bhattacharjee, PMP, Certified SAP EAM, Certified ITIL
E-Mail: subhrajyoti.b@gmail.com, Location: Perth, Western Australia
IMG -> Sales & Distribution -> Availability check and Transfer of Requirements ->
Nodes under this are very critical to this process, as during the process there would be a Transfer of
Requirements from Sales Order (RAS) -> Service Order,
-
Define Requirement Class Standard Requirement class 204 used and assigned to
Service Order Type SM03, Assembly Type = 2, Account Assignment Category = E
Requirement Type Standard Requirement Type SERP linked to Requirement Class 204
Configured & Compiled By: Subhrajyoti Bhattacharjee, PMP, Certified SAP EAM, Certified ITIL
E-Mail: subhrajyoti.b@gmail.com, Location: Perth, Western Australia
Assignment of Requirement Type to Transaction: Item Category IRRS -> MRP Type ->
Requirement Type SERP Origin of Requirement 1
IMG -> Sales & Distribution -> Sales Document -> Sales Document Header/Item/Schedule Line ->
-
Define Item categories - The key Item categories in this process are IRRS (Main item
Repair Service Resources), IRRE (Returns sub item), IRRP (Repair sub item), IRAL
(Outbound Delivery post repair sub item), IRIN (Billing item sub item), IRIN (Dynamic items
for BillDoc). These are the base ones. Others can be IRLB (Send Replacement pre repair),
IRLA (Pick up replacement post delivery of repaired goods), IRPA (Fixed Rate Repairs) etc. It
depends on what is the level of complexity/process steps facilitated through the Repairs
Procedure. The Repairs procedure should have been assigned to the Main Item category IRRS.
These are standard Item categories and it[s advisable to use SAPs standard settings to avoid
issues while executing the process.
Configured & Compiled By: Subhrajyoti Bhattacharjee, PMP, Certified SAP EAM, Certified ITIL
E-Mail: subhrajyoti.b@gmail.com, Location: Perth, Western Australia
Assign Item Categories This is a very critical step and assignments must be done very
carefully as this process is basically driven on a High Level Main Item IRRS followed by sub
items that are triggered on actions of a Repair procedure and concluded by Dynamic item
creations through Resource Related Billing.
For IRRS: RAS -> Item Category Group LEIS (of Service Item) -> Default Item category
IRRS, Manual category IRPA (in case of Fixed rate repairs)
For IRRE: RAS -> Item Category Group NORM (For Repairable item) -> Usage R101 ->
High Level Item IRRS -> Default Item category IRRE
For IRRP: RAS -> Item Category Group NORM (For Repairable item) -> Usage R102 ->
High Level Item IRRS -> Default Item category IRRP
For IRAL: RAS -> Item Category Group NORM (For Repairable item) -> Usage R103 ->
High Level Item IRRS -> Default Item category IRAL
Configured & Compiled By: Subhrajyoti Bhattacharjee, PMP, Certified SAP EAM, Certified ITIL
E-Mail: subhrajyoti.b@gmail.com, Location: Perth, Western Australia
For IRIN: This is critical for the Dynamic item generation and Posting to RAS from PM/CS
Service Order
RAS -> Item Category Group LEIS (of Dynamic items identified in Material Determination) ->
Usage SEIN-> High Level Item IRRS -> Default Item category IRIN
Configured & Compiled By: Subhrajyoti Bhattacharjee, PMP, Certified SAP EAM, Certified ITIL
E-Mail: subhrajyoti.b@gmail.com, Location: Perth, Western Australia
Assign Schedule Line Categories Schedule Line category IR assigned to Item Category
IRRE
IMG -> Sales & Distribution -> Customer Service -> Service Quotation/Resource Related Billing ->
-
Profiles for Resource Related Billing/Quotation Creation This is similar to DIP profile
configuration detailed earlier with Usage Billing and Result Analysis. Only difference is
Product not used under Usage -> Characteristics in this case. Have used other relevant
characteristics like Cost Element (primary driver in this prototype), Activity Type, Cost Centre
Configured & Compiled By: Subhrajyoti Bhattacharjee, PMP, Certified SAP EAM, Certified ITIL
E-Mail: subhrajyoti.b@gmail.com, Location: Perth, Western Australia
Assign Conditions to Sales Document Types Sales document type RAS assigned to
condition type EK01 to capture Actual costs in Service Order during Resource Related Billing.
IMG -> Sales & Distribution -> Customer Service -> Returns & Repairs Processing ->
-
Define Repairs Procedure In this Prototype we have reused SAP standard Repairs
procedure 0001 as is as it suffices most requirements. In special cases (such as adding
additional Actions in the procedure or modifying certain Actions types to/from manual/automatic
actions), custom Repair Procedure can be set. This is the most crucial configuration for the
Return & Repair Process.
Configured & Compiled By: Subhrajyoti Bhattacharjee, PMP, Certified SAP EAM, Certified ITIL
E-Mail: subhrajyoti.b@gmail.com, Location: Perth, Western Australia
PM Configurations mostly similar to configuration in last process detailed, so will not be elaborately
detailed below
IMG -> Plant Maintenance & CS -> Maintenance and Service Processing -> Basic settings->
Configured & Compiled By: Subhrajyoti Bhattacharjee, PMP, Certified SAP EAM, Certified ITIL
E-Mail: subhrajyoti.b@gmail.com, Location: Perth, Western Australia
Settings for Display of Costs Maintain value categories and Cost elements/CE Groups
associated with Value categories. As Service Order is Non-revenue bearing, Cost value
categories should suffice this scenario
General Order Settlement
> Maintain settlement profiles - should allow settlement of Maintenance Order to Sales
Document item
-> Allocation structure set in settlement profile should capture all source cost elements/cost
element groups for transfer of costs from Service Order to Sales Order (Repair Order
) during settlement
IMG -> Plant Maintenance & CS -> Maintenance and Service Processing -> Maintenance & Service
Notifications -> Notification creation/Notification processing
-
Notification type: Defined a Notification Type Y1 to capture a Repair Request. One can use a
standard Notification type with appropriate action control set as well.
Configured & Compiled By: Subhrajyoti Bhattacharjee, PMP, Certified SAP EAM, Certified ITIL
E-Mail: subhrajyoti.b@gmail.com, Location: Perth, Western Australia
Configured & Compiled By: Subhrajyoti Bhattacharjee, PMP, Certified SAP EAM, Certified ITIL
E-Mail: subhrajyoti.b@gmail.com, Location: Perth, Western Australia
And so on..
-
Configured & Compiled By: Subhrajyoti Bhattacharjee, PMP, Certified SAP EAM, Certified ITIL
E-Mail: subhrajyoti.b@gmail.com, Location: Perth, Western Australia
Notification processing > Additional Functions > Define Action Box -> Define Follow up
action
Configured & Compiled By: Subhrajyoti Bhattacharjee, PMP, Certified SAP EAM, Certified ITIL
E-Mail: subhrajyoti.b@gmail.com, Location: Perth, Western Australia
There would be a Sequence of Actions which can be triggered from inside the Notification and they
would be triggered based on a standard Function module set in the Action detail section screenshots
below:
Configured & Compiled By: Subhrajyoti Bhattacharjee, PMP, Certified SAP EAM, Certified ITIL
E-Mail: subhrajyoti.b@gmail.com, Location: Perth, Western Australia
IMG -> Plant Maintenance & CS -> Maintenance and Service Processing -> Maintenance & Service
Order -> Function and setting for Order types
-
Configure Order Types: Order type SM03 is configured as a Non-revenue bearing Order.
(Revenue postings not allowed)
Credit Limit checks, Sales Document Type for Service Orders: SM03 set with Sales
document type RAS and marked as a Service Order
Configured & Compiled By: Subhrajyoti Bhattacharjee, PMP, Certified SAP EAM, Certified ITIL
E-Mail: subhrajyoti.b@gmail.com, Location: Perth, Western Australia
:
-
Indicate Order Types for Refurbishment processing: SM03 has to be set as Refurbishment
processing Order.
Other critical configuration steps for Orders which should be the same as previous process
section configurations (section 4.3.1 configuration settings for PM) include:
No. ranges for Orders
Assigning Order to Maintenance Plants
Define Notification and Order Integration : SM03 -> Y1
Assign costing parameters and RA Key to Plant + Order type: we used standard costing
variants PM01 in the system.
Define Change docs, Collective PR indicators, Operation no intervals
Scheduling -> Set scheduling parameter
Completion confirmations -> Define Control parameters for Completion Confirmations
Process Steps:
Configured & Compiled By: Subhrajyoti Bhattacharjee, PMP, Certified SAP EAM, Certified ITIL
E-Mail: subhrajyoti.b@gmail.com, Location: Perth, Western Australia
The details of the Equipment + Serial No are added in Reference Object section.
Please Note: If a master warranty has been created against the Equipment in transaction <BGM1>
and/or assigned in transaction <IE02>, and the configuration setting of Customer warranty set to display
a pop-up dialog if there is an existing warranty, at the Notification screen the pop-up[ would come up and
display the same. Based on this, Service agent can make a Note of the same which may then be taken
care of in Billing stage.
Configured & Compiled By: Subhrajyoti Bhattacharjee, PMP, Certified SAP EAM, Certified ITIL
E-Mail: subhrajyoti.b@gmail.com, Location: Perth, Western Australia
Click on Action box item Log Telephone Call fill in the details in the sub screen that opens up. This
section is meant for detailing the conversation between the Customer Service Rep. and the Customer
It would create an Activity which is displayed in the Activity section of the Notification
Configured & Compiled By: Subhrajyoti Bhattacharjee, PMP, Certified SAP EAM, Certified ITIL
E-Mail: subhrajyoti.b@gmail.com, Location: Perth, Western Australia
Next click on the Repair Order in the action Box. Repair Order type RAS would be raised with a
Service item (D110) and Equipment-Material No. as a sub-item. It will copy most of the details from the
Problem Notification.
Message Repair order will be created after saving will be issued. Save the Notification. If it asks for a
Technical Reference Object, enter the Equipment No of the Equipment to be repaired.
Notification .. created
Configured & Compiled By: Subhrajyoti Bhattacharjee, PMP, Certified SAP EAM, Certified ITIL
E-Mail: subhrajyoti.b@gmail.com, Location: Perth, Western Australia
Display Notification
Transaction: <IW53>
Notification No: As created in step 1
Double click on the RAS order and select Edit Display All items
Configured & Compiled By: Subhrajyoti Bhattacharjee, PMP, Certified SAP EAM, Certified ITIL
E-Mail: subhrajyoti.b@gmail.com, Location: Perth, Western Australia
The first item is the Service item and the sub-item below it is the Returns item (The Equipment to be
returned from Customer -> Service Depot for repairs). System automatically creates the item structure.
Select the Main item (10) and click on the tab Repairs below the All items sub screen. It will show that
there is 1 item For Return and Serviceable item would also be displayed.
Configured & Compiled By: Subhrajyoti Bhattacharjee, PMP, Certified SAP EAM, Certified ITIL
E-Mail: subhrajyoti.b@gmail.com, Location: Perth, Western Australia
In the RAS order you would observe that the Main item (Service item) would have Item category IRRS
(Rep. Serv. Resources) and the sub item (Serviceable item) would have Item category IRRE (Return for
Repairs)
3.
Configured & Compiled By: Subhrajyoti Bhattacharjee, PMP, Certified SAP EAM, Certified ITIL
E-Mail: subhrajyoti.b@gmail.com, Location: Perth, Western Australia
Configured & Compiled By: Subhrajyoti Bhattacharjee, PMP, Certified SAP EAM, Certified ITIL
E-Mail: subhrajyoti.b@gmail.com, Location: Perth, Western Australia
5.
Configured & Compiled By: Subhrajyoti Bhattacharjee, PMP, Certified SAP EAM, Certified ITIL
E-Mail: subhrajyoti.b@gmail.com, Location: Perth, Western Australia
6.
Post Serviceable Material to Blocked stock for Technician to check and confirm Repairs to
proceed further or to Scrap the Material
Transaction: <MB1B> Transfer Posting from Sales Order (UR) stock to Blocked Stock
Movement Type: 344E Transfer posting Blocked to Sales Order stock Reversal
Purpose: This movement is recommended by SAP if Quality Management of Returns
process is not used. This movement also ensures that Customer returned stock is not used
internally.
Configured & Compiled By: Subhrajyoti Bhattacharjee, PMP, Certified SAP EAM, Certified ITIL
E-Mail: subhrajyoti.b@gmail.com, Location: Perth, Western Australia
Document .. posted. If you run Warehouse Stock Report transaction <MB52> next, you would find
that the stock Quantity would now show under Blocked Stock, as opposed to UR stock in step 6.
Configured & Compiled By: Subhrajyoti Bhattacharjee, PMP, Certified SAP EAM, Certified ITIL
E-Mail: subhrajyoti.b@gmail.com, Location: Perth, Western Australia
7.
Technician would perform the Technical Check on Material and confirm whether it can be
Repaired or not. This can be confirmed to the Central Customer Service Rep.
The Service Rep would open the RAS Order in Change Mode <VA02> and go into the
Repairs section for the Main item (10). On clicking on back arrow next, system proposes to
copy item proposal to Start repair -> Confirm the same and the Order would automatically
generate a second sub-item under the main item with item category IRRP Initiate Repair.
The Net value of this item would copy Planned costs in PM: CS Service Order (auto
generated in RAS sales Order in this step as well) into Pricing condition EK02 (Calculated
costs). Service Order is detailed in later steps.
Configured & Compiled By: Subhrajyoti Bhattacharjee, PMP, Certified SAP EAM, Certified ITIL
E-Mail: subhrajyoti.b@gmail.com, Location: Perth, Western Australia
The Repair Status of the Main item (10) now changes to Business decision made / Under repair. Also
Under Repair field will show an added item count.
Configured & Compiled By: Subhrajyoti Bhattacharjee, PMP, Certified SAP EAM, Certified ITIL
E-Mail: subhrajyoti.b@gmail.com, Location: Perth, Western Australia
8.
Configured & Compiled By: Subhrajyoti Bhattacharjee, PMP, Certified SAP EAM, Certified ITIL
E-Mail: subhrajyoti.b@gmail.com, Location: Perth, Western Australia
Please note that this is a Non-revenue bearing Service Order and should have been checked as a
Refurbishment Order in configuration. It would have been pre-costed with the Labour hours/Material etc
from Task List as defined against the Service Product (which is the sub item in RAS order). Refer to the
configuration section for step to define a material as a Service Product. Planned costs as calculated
would be displayed.
Initial costs Labour/Material etc. (if any) planned through the Task List linked to the Service Product
(Main item in RAS sales order) would reflect in Service Order Costs section as also against the
Condition type EK02 in Repairs RAS sales order main item associated.
Configured & Compiled By: Subhrajyoti Bhattacharjee, PMP, Certified SAP EAM, Certified ITIL
E-Mail: subhrajyoti.b@gmail.com, Location: Perth, Western Australia
9.
Configured & Compiled By: Subhrajyoti Bhattacharjee, PMP, Certified SAP EAM, Certified ITIL
E-Mail: subhrajyoti.b@gmail.com, Location: Perth, Western Australia
If relevant to costing the added spare part cost would get included in the Service Order cost..
Configured & Compiled By: Subhrajyoti Bhattacharjee, PMP, Certified SAP EAM, Certified ITIL
E-Mail: subhrajyoti.b@gmail.com, Location: Perth, Western Australia
Configured & Compiled By: Subhrajyoti Bhattacharjee, PMP, Certified SAP EAM, Certified ITIL
E-Mail: subhrajyoti.b@gmail.com, Location: Perth, Western Australia
Configured & Compiled By: Subhrajyoti Bhattacharjee, PMP, Certified SAP EAM, Certified ITIL
E-Mail: subhrajyoti.b@gmail.com, Location: Perth, Western Australia
Document .. posted
In transaction <MB52>, the stock would be reported under Sales Order UR stock again.
Configured & Compiled By: Subhrajyoti Bhattacharjee, PMP, Certified SAP EAM, Certified ITIL
E-Mail: subhrajyoti.b@gmail.com, Location: Perth, Western Australia
13. Confirm that the Repairs are complete and delivery is allowed
Transaction: <VA02>
Configured & Compiled By: Subhrajyoti Bhattacharjee, PMP, Certified SAP EAM, Certified ITIL
E-Mail: subhrajyoti.b@gmail.com, Location: Perth, Western Australia
A new sub item would have been added with item category IRAL Delivery item. The repair screen of
main item would show 1 item for delivery. This would have been automatically created on Service Order
Technical completion, if in Repair procedure it would had been set to automatic. In our Repair procedure
manual creation of delivery item has been set.
Configured & Compiled By: Subhrajyoti Bhattacharjee, PMP, Certified SAP EAM, Certified ITIL
E-Mail: subhrajyoti.b@gmail.com, Location: Perth, Western Australia
Configured & Compiled By: Subhrajyoti Bhattacharjee, PMP, Certified SAP EAM, Certified ITIL
E-Mail: subhrajyoti.b@gmail.com, Location: Perth, Western Australia
Enter the picked Quantity and Post Goods issue. In Organizations using WM functionality after Picking &
Packing (if HU management is used) a Transfer Order will be created which when confirmed will
automatically lead to PGI. Our demonstrated scenario is simple. Its Picking -> Confirm picking -> Post
Goods Issue (PGI)
Outbound delivery has been saved. The document Flow in Service Notification would have
updated everything till this point.
Configured & Compiled By: Subhrajyoti Bhattacharjee, PMP, Certified SAP EAM, Certified ITIL
E-Mail: subhrajyoti.b@gmail.com, Location: Perth, Western Australia
Configured & Compiled By: Subhrajyoti Bhattacharjee, PMP, Certified SAP EAM, Certified ITIL
E-Mail: subhrajyoti.b@gmail.com, Location: Perth, Western Australia
Select and execute. It will select the 2 sub items with item category IRIN
Configured & Compiled By: Subhrajyoti Bhattacharjee, PMP, Certified SAP EAM, Certified ITIL
E-Mail: subhrajyoti.b@gmail.com, Location: Perth, Western Australia
Invoice document is usually automatically released to accounting. If not, then Release to Accounting in
transaction <VF02>
Configured & Compiled By: Subhrajyoti Bhattacharjee, PMP, Certified SAP EAM, Certified ITIL
E-Mail: subhrajyoti.b@gmail.com, Location: Perth, Western Australia
Configured & Compiled By: Subhrajyoti Bhattacharjee, PMP, Certified SAP EAM, Certified ITIL
E-Mail: subhrajyoti.b@gmail.com, Location: Perth, Western Australia
The controlling document can also be displayed and it will show revenue posting to Profitability Analysis
if CO-PA is active
Configured & Compiled By: Subhrajyoti Bhattacharjee, PMP, Certified SAP EAM, Certified ITIL
E-Mail: subhrajyoti.b@gmail.com, Location: Perth, Western Australia
If you check in the RAS Sales order <VA03> -> Environment -> Cost report, it will display the settled
costs in the report.
Configured & Compiled By: Subhrajyoti Bhattacharjee, PMP, Certified SAP EAM, Certified ITIL
E-Mail: subhrajyoti.b@gmail.com, Location: Perth, Western Australia
For the period-end closing, the system finally settles the repair request within the profitability analysis. This is a
period end closing activity for Controlling Team.
Configured & Compiled By: Subhrajyoti Bhattacharjee, PMP, Certified SAP EAM, Certified ITIL
E-Mail: subhrajyoti.b@gmail.com, Location: Perth, Western Australia