Exercises

Unit: Planned Services

Topic: Planned Services including Counter

At the conclusion of this exercise, you will be able to:

 Create service contract
 Assign installed bases and price agreements to the service contract
product

Service plans help you to save costs incurred through unforeseen

downtimes and to increase efficiency, for example, through improved and
more comprehensible planning, and more efficient scheduling of
resources, such as employees or materials.
The scope of the periodic services is described in the service plan and
their due dates calculated and monitored.
The simulation of service plans provides you with a list of future service
orders and enables you to define the resources (service employees, spare
parts) required for each service order, and to calculate the workload for a
predefined period.

Please note that the next steps have to be done in the SAPGUI!

First, you will check the information in the serviceplan product. The data in the
serviceplan product controls the service interval via the assigned service interval
template. The service interval template is a kind of a rule defining the time when a
planned service should be performed (for example, first oil change after 15.000 km,
second oil change after 45.000 km).

1-1 Go to SAP Menu → Master Data → Products → Maintain Products and search
for the Service Product SPL_SERVER. Go to the Service tab.
Which Item Category Group is assigned to the product?
________________________
Which Interval Template for the Service Plan is assigned?
________________________
1-2 Go to SAP Menu → Service → Service Contracts & Service Plans → Maintain
Service Interval Templates and check the assigned Service Interval Template:
Which Plan Type is used? ___________________
Which Scheduling Type is used? ___________________

1-3 Check the Service Interval of the template.

When will the next Service Order be generated?
___________________________
Which Transaction Template is assigned?
___________________________
What impact does the assignment of a transaction template have?
___________________________________________________
Please note that the next steps can be performed in the Portal again! Please log on to
the Enterprise Portal with the user name provided by the trainer.

1-4 Go to Products & Installations→ Templates and search for the Transaction
Template 200250.
Which service products are assigned to the service process template?
____________________
____________________

2-1 Go to Field Service → Contracts and open the Service Contract you have
created in the previous exercise.
2-1-1 Add the product SPL_SERVER (Quantity 1) as a sub item.
What is the item category of the product?
_________________________________
2-1-2 Check the Service Plan data.
Is the data the same as defined in the Service Interval Template?
_______________
2-1-3 Go to the Scheduled Actions tab.
Is there an action scheduled?
_______________
 2-1-4 Release the service plan item and check the scheduled actions again.
Is there a scheduled action?
____________________________
What does this action trigger?
____________________________

2-1-5 Execute the action and save your service contract.

2-1-6 Display Follow-Up Service Order.

Go to Document Flow tab of your service contract and check if a document
with the description Planned Maintenance of Server exists.
Note the number of the service process.
_____________________________

2-2 Got to Go to Service & Support → Orders and open the follow-up Service Order:
Have all the products from the transaction template been copied into the
service order?
________________

Please note that the next steps have to be done in the SAPGUI!

2-3 Got to Go to SAP Menu → Service → Service Contracts & Service Plans →
Simulate Service Plans and forecast the next planned maintenance of the server.
2-3-1 On the selection screen, enter the following data:
Field Name or Data Entry Description
Transaction Number <transaction number of your service
contract>
Simulation Period next 12 month

2-3-2 Execute (F8).

2-3-3 Select the line with your service contract and choose the Simulation button.
How many service orders have been simulated?
______________