EHP4 for SAP ERP 6.

0 December 2009 English

CS/PM Generic Settings (SP) (215)
Building Block Configuration Guide

SAP AG Dietmar-Hopp-Allee 16 69190 Walldorf Germany

SAP Best Practices

CS/PM Generic Settings (SP) (215): Configuration Guide

Copyright
© Copyright 2009 SAP AG. All rights reserved. No part of this publication may be reproduced or transmitted in any form or for any purpose without the express permission of SAP AG. The information contained herein may be changed without prior notice. Some software products marketed by SAP AG and its distributors contain proprietary software components of other software vendors. Microsoft, Windows, Excel, Outlook, and PowerPoint are registered trademarks of Microsoft Corporation. IBM, DB2, DB2 Universal Database, System i, System i5, System p, System p5, System x, System z, System z10, System z9, z10, z9, iSeries, pSeries, xSeries, zSeries, eServer, z/VM, z/OS, i5/OS, S/390, OS/390, OS/400, AS/400, S/390 Parallel Enterprise Server, PowerVM, Power Architecture, POWER6+, POWER6, POWER5+, POWER5, POWER, OpenPower, PowerPC, BatchPipes, BladeCenter, System Storage, GPFS, HACMP, RETAIN, DB2 Connect, RACF, Redbooks, OS/2, Parallel Sysplex, MVS/ESA, AIX, Intelligent Miner, WebSphere, Netfinity, Tivoli and Informix are trademarks or registered trademarks of IBM Corporation. Linux is the registered trademark of Linus Torvalds in the U.S. and other countries. Adobe, the Adobe logo, Acrobat, PostScript, and Reader are either trademarks or registered trademarks of Adobe Systems Incorporated in the United States and/or other countries. Oracle is a registered trademark of Oracle Corporation. UNIX, X/Open, OSF/1, and Motif are registered trademarks of the Open Group. Citrix, ICA, Program Neighborhood, MetaFrame, WinFrame, VideoFrame, and MultiWin are trademarks or registered trademarks of Citrix Systems, Inc. HTML, XML, XHTML and W3C are trademarks or registered trademarks of W3C®, World Wide Web Consortium, Massachusetts Institute of Technology. Java is a registered trademark of Sun Microsystems, Inc. JavaScript is a registered trademark of Sun Microsystems, Inc., used under license for technology invented and implemented by Netscape. SAP, R/3, SAP NetWeaver, Duet, PartnerEdge, ByDesign, SAP Business ByDesign, and other SAP products and services mentioned herein as well as their respective logos are trademarks or registered trademarks of SAP AG in Germany and other countries. Business Objects and the Business Objects logo, BusinessObjects, Crystal Reports, Crystal Decisions, Web Intelligence, Xcelsius, and other Business Objects products and services mentioned herein as well as their respective logos are trademarks or registered trademarks of Business Objects S.A. in the United States and in other countries. Business Objects is an SAP company. All other product and service names mentioned are the trademarks of their respective companies. Data contained in this document serves informational purposes only. National product specifications may vary. These materials are subject to change without notice. These materials are provided by SAP AG and its affiliated companies ("SAP Group") for informational purposes only, without representation or warranty of any kind, and SAP Group shall not be liable for errors or omissions with respect to the materials. The only warranties for SAP Group products and services are those that are set forth in the express warranty statements accompanying such products and services, if any. Nothing herein should be construed as constituting an additional warranty.

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SAP Best Practices

CS/PM Generic Settings (SP) (215): Configuration Guide

Icons
Icon Meaning Caution Example Note or Tip Recommendation Syntax

Typographic Conventions
Type Style Example text Description Words or characters that appear on the screen. These include field names, screen titles, pushbuttons as well as menu names, paths and options. Cross-references to other documentation. Example text EXAMPLE TEXT Emphasized words or phrases in body text, titles of graphics and tables. Names of elements in the system. These include report names, program names, transaction codes, table names, and individual key words of a programming language, when surrounded by body text, for example, SELECT and INCLUDE. Screen output. This includes file and directory names and their paths, messages, source code, names of variables and parameters as well as names of installation, upgrade and database tools. Keys on the keyboard, for example, function keys (such as F2) or the ENTER key. Exact user entry. These are words or characters that you enter in the system exactly as they appear in the documentation. Variable user entry. Pointed brackets indicate that you replace these words and characters with appropriate entries.

Example text

EXAMPLE TEXT

Example text <Example text>

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CS/PM Generic Settings (SP) (215): Configuration Guide

Content
CS/PM Generic Settings (SP)...................................................................................................5 1 Purpose..................................................................................................................................5 2 Preparation.............................................................................................................................5 2.1 Prerequisites....................................................................................................................5 3 Configuration..........................................................................................................................5 3.1 Settings Service Processing / Basic.................................................................................5 3.1.1 Define Planner Groups..............................................................................................5 3.2 Settings Service Processing / Service Order....................................................................6 3.2.1 Configure Order Types..............................................................................................6 3.2.2 Assign Order Types to Maintenance Plants...............................................................6 3.2.3 Change Goods Movements Documentation for Order................................................7 3.2.4 Credit Limit Checks, Sales Document Types for Service Orders................................7 3.2.5 Set Scheduling Parameters.......................................................................................8 3.2.6 Assign Costing Parameters and RA Keys..................................................................8 3.2.7 Define Control Parameters for Completion Confirmations..........................................9 3.2.8 Define Change Docs, Collective Purc. Req. Indicator, Oper. No.................................9 3.2.9 Maintain Default Values for Control Keys for Order Types........................................10 3.2.10 Default Values for Task List Data and Profile Assignments....................................11 3.2.11 Define Access Sequence for Determining Address Data........................................11 3.2.12 Settlement Rule: Define Time and Distribution Rule...............................................12 3.2.13 Define Partner Determination Procedure and Partner Function..............................12 3.2.14 Define Scope of Check..........................................................................................13 3.2.15 Define Inspection Control.......................................................................................14 3.2.16 Define Priority Type for Orders...............................................................................16 3.2.17 Assign Object Information Keys to Order Types.....................................................16 3.2.18 Assign Number Range Group for Service Orders...................................................17 3.3 Master data....................................................................................................................17 3.3.1 Create Task List.......................................................................................................17 3.3.2 Create Service Product............................................................................................20 3.3.3 Create Service Master.............................................................................................21 3.3.4 Create Functional Location .....................................................................................22

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SAP Best Practices

CS/PM Generic Settings (SP) (215): Configuration Guide

CS/PM Generic Settings (SP) 1 Purpose
This configuration guide provides the information you need to set up the configuration of this building block manually. If you do not want to configure manually and prefer an automated installation process using BC Sets and other tools, refer to the installation guide of this building block.

2 Preparation
2.1 Prerequisites
Before you start installing this building block, you must install prerequisite building blocks. For more information, see the building block prerequisite matrix (Prerequisites_Matrix_[xx]_EN_DE.xls; the placeholder [xx] depends on the SAP Best Practices version you use, e.g. BL refers to the SAP Best Practices Baseline Package: Prerequisites_Matrix_BL_EN_DE.xls). This document can be found on the SAP Best Practices documentation DVD in the folder ..\BBLibrary\Documentation\.

3 Configuration
3.1 Settings Service Processing / Basic
3.1.1 Use
In this step, you define maintenance planner groups.

Define Planner Groups

Procedure
1. Access the activity using one of the following navigation options: IMG Menu Plant Maintenance and Customer Service → Maintenance and Service Processing → Basic Settings→ General Data → Define Planner Groups SPRO

Transaction Code

2. On the Change View “Maintenance planner groups”: Overview screen, choose New Entries 3. Make the following entries: PlPl 1000 PG 001 Name Customer Service Telephone

4. Save your entries and go back.

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CS/PM Generic Settings (SP) (215): Configuration Guide

3.2 Settings Service Processing / Service Order
3.2.1 Use
In this step, you make all of the settings regarding the order types used during the process.

Configure Order Types

Procedure
1. Access the activity using one of the following navigation options: IMG Menu Plant Maintenance and Customer Service → Maintenance and Service Processing → Maintenance and Service Orders → Functions and Settings for Order Types → Configure Order Types OIOA

Transaction Code

2. On the Change View “Maintenance Order Types”: Overview screen, choose New Entries 3. Make the following entries: Order Type YBS1 4. Save your entries. Description SP Service Order Settlement Profile YBSV03 Release immediately

3.2.2 Use

Assign Order Types to Maintenance Plants

In this activity, you assign the order types to the maintenance plant. This enables service processing in the plant.

Procedure
1. Access the activity using one of the following navigation options: IMG Menu Plant Maintenance and Customer Service → Maintenance and Service Processing → Maintenance and Service Orders → Functions and Settings for Order Types → Assign Order Types to Maintenance Plants OIOD

Transaction Code

2. On the Change View “Valid Order Types By Planning Plant”: Overview screen, choose New Entries. 3. Make the following entries: PlPl 1000 4. Save your entries. Name 1 Production Plant 1000 Type YBS1 Order Type text Internal Repair Order

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CS/PM Generic Settings (SP) (215): Configuration Guide

3.2.3 Use

Change Goods Movements Documentation for Order

In this step, you specify that all the movements of materials for the service order are documented and assigned to the order.

Procedure
1. Access the activity using one of the following navigation options: IMG Menu Plant Maintenance and Customer Service → Maintenance and Service Processing → Maintenance and Service Orders → Functions and Settings for Order Types → Goods Movements for Order → Define Documentation for Goods Movements for the Order SPRO

Transaction Code

2. On the Change View “Goods Movement Documentation for Order”: Overview screen, choose New Entries. 3. Make the following entries: Plnt 1000 Type YBS1 PurchOrder x PlGoodsLss x UnplGoodsLss x GR refrbshmnt

4. Save your settings and go back.

3.2.4 Use

Credit Limit Checks, Sales Document Types for Service Orders

In this step, you define data for the service order types, which are used during the process.

Procedure
1. Access the activity using the following navigation options: IMG Menu Plant Maintenance and Customer Service → Maintenance and Service Processing → Maintenance and Service Orders → Functions and Settings for Order Types → Credit Limit Checks, Sales Document Types for Service Orders SPRO

Transaction Code

2. On the Change View “Service order indicator”: Overview screen, choose New Entries. 3. Make the following entries: OrType YBS1 Description Repair service Service x Sales DocType Credit limit ch Credit group or DIP profil

4. Save your settings.

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CS/PM Generic Settings (SP) (215): Configuration Guide

3.2.5 Use

Set Scheduling Parameters

In this activity, you set all of the scheduling parameters in the order types used during the process.

Procedure
1. Access the activity using one of the following navigation options: IMG Menu Plant Maintenance and Customer Service → Maintenance and Service Processing → Maintenance and Service Orders → Scheduling → Set Scheduling Parameters OPU7

Transaction Code

2. On the Change View “Specify Scheduling Parameters” Overview screen, select the plant 1000, order type YBSI and choose Details. 3. Make the following entries: Plant 1000 Order Type YBSI Prod Scheduler * Adjust Dates Adjust basic dates, adjust Dep. Reqmts to operation date Scheduling Type Forwards Automatic Scheduling X

4. Save your entries and choose Back. 5. Repeat steps 2 to 4 for the order types SM02 and SM03. 6. Save your entries.

3.2.6 Use

Assign Costing Parameters and RA Keys

In this step, you define the parameters for the correct calculation of costs in the service order.

Procedure
1. Access the activity using one of the following navigation options: IMG Menu Plant Maintenance and Customer Service → Maintenance and Service Processing → Maintenance and Service Orders → Functions and Settings for Order Types → Costing Data for Maintenance and Service Orders → Assign Costing Parameters and Results Analysis Keys OIOF

Transaction Code

2. On the Change View “Calculation Parameters for MaintOrders”: Overview screen, select plant 1000, order type YSB1. 3. Choose Details and make the following settings. Plant 1000 Order Type YSB1 Planned var. cal. PM01 Actual var. cal. PM01 Results Analysis Key

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SAP Best Practices 4. Choose Back. 5. Save your entries.

CS/PM Generic Settings (SP) (215): Configuration Guide

3.2.7 Use

Define Control Parameters for Completion Confirmations

In this step, you set the assignment required for completion confirmation of the service orders.

Procedure
1. Access the activity using one of the following navigation options: IMG Menu Plant Maintenance and Customer Service → Maintenance and Service Processing → Completion Confirmations → Define Control Parameters for Completion Confirmations OIOR

Transaction Code

2. On the Change View “Confirmation Parameters”; Overview screen, select the entries in the table below and follow the procedure described in steps 3 and 4: Plant 1000 Name 1 Production Plant 1000 Type YBS1 Description of order type Service order

3. Choose Details. 4. Make the following settings: Order Type YBSI Field Default Values Propose Dates Propose Activities HR Update No HR update 5. Save your entries. X X X Value

3.2.8 Use

Define Change Docs, Collective Purc. Req. Indicator, Oper. No.

In this step, you can define: • • •
Whether changes to the order header are recorded using documents and are displayed in the form of an action log The increment at which numbers for the individual operations should be assigned Whether just one purchase requisition (collective purchase requisition) should be generated for external material and operations for each order

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SAP Best Practices • •

CS/PM Generic Settings (SP) (215): Configuration Guide

Whether reservations or purchase requisitions relevant to materials planning should be generated when an order is created or only when the order is released Whether the net price should be copied unchanged from the purchase requisition into the purchase order

Procedure
1. Access the activity using one of the following navigation options: IMG Menu Plant Maintenance and Customer Service → Maintenance and Service Processing → Maintenance and Service Orders → Functions and Settings for Order Types → Define Change Docs, Collective Purc. Req. Indicator, Operation No. Interval SPRO

Transaction Code

2. On the Change View “Increment for Automatic Operation Number ”: Overview screen, make following entries.

Plnt

Ty pe YB S1

MatStat Chnge Doc

Incre ment 0010

OrdSt ChgD c X

CollReq stn X

Res/ PurR q From relea se

PCD activ e

Workflow X x

Change doc

1000

NetOr der Pr

OPStatChangeDoc x

PRTStatChangeD oc x

3. Save your entries.

3.2.9 Use

Maintain Default Values for Control Keys for Order Types

In this step, you can determine which control key is proposed in the operations of maintenance orders for the combination maintenance plant and order type.

Procedure
1. Access the activity using one of the following navigation options: IMG Menu Plant Maintenance and Customer Service → Maintenance and Service Processing → Maintenance and Service Orders → Functions andSettings for Order Types → Control Key → Maintain Default Values for Control Keys for Order Types OIO6

Transaction Code

2. On the Change View “Control Key default”: Overview screen, select the planning plant 1000 and order type YBS1 and choose Details. 3. Make the following settings:

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SAP Best Practices Field Control key 4. Save your entries.

CS/PM Generic Settings (SP) (215): Configuration Guide User Action and Values PM01

3.2.10 Default Values for Task List Data and Profile Assignments Use
In this IMG activity you define which default values should be copied to the order data for order processing.

Procedure
1. Access the activity using one of the following navigation options: IMG Menu Plant Maintenance and Customer Service → Maintenance and Service Processing → Maintenance and Service Orders → Functions and Settings for Order Types → Default Values for Task List Data and Profile Assignments SPRO

Transaction Code

2. On the Change View “Screen Ref. Object, General Profiles, Task List Presett”: Overview screen, choose New Entries. 3. Make the following settings: Plant 1000 Task List data Order Type YBS1 OperSel ection X 4. Save your entries. Short text SP Service Order WrkCntrSelect Extern Profile YBSVS1 Renumber Mat. Profile YBSVM1 Incl.once. comp X Maint Profile 0000001 Oper.sorti ng X Meas Unit Extern Oper H

X

X

3.2.11 Define Access Sequence for Determining Address Data Use
In this work step, you can define the access sequence for determining address data. The address data is used to provide the delivery address for the one-time address of the purchase requisition.

Procedure
1. Access the activity using one of the following navigation options:

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SAP Best Practices IMG Menu

CS/PM Generic Settings (SP) (215): Configuration Guide Plant Maintenance and Customer Service → Maintenance and Service Processing → Maintenance and Service Order → Functions and Settings for Order Types → Define Access Sequence for Determining Address Data SPRO

Transaction Code

2. On the Change View “Access sequence addresses for address proposal purch. dat”: Overview screen, select the PlPL 1000 and the type YBS1 . 3. Make the following settings: PlPL 1000 Type YBS1 Typ OKP A1 1 A2 2 A3 3 A4 4 A5 5

4. Save your entries.

3.2.12 Settlement Rule: Define Time and Distribution Rule Use
In this step, you can define for each order type the time by which the settlement rule must be maintained during order processing.

Procedure
1. Access the activity using one of the following navigation options: IMG Menu Plant Maintenance and Customer Service → Maintenance and Service Processing → Maintenance and Service Orders → Functions and Settings for Order Types → Settlement Rule: Define Time and Creation of Distribution Rule SPRO

Transaction Code

2. On the Change View “Time for settlement rule, Distribution Rule for Sub-Ord”: Overview screen, make the following entries: Order Cat YBS1 3. Save your entries. Settlement rule Time Mandatory for completion Distrib. Rule sub-order No special handling of suborders

3.2.13 Define Partner Determination Procedure and Partner Function Use
In this step, you define the partners for plant maintenance and customer service.

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CS/PM Generic Settings (SP) (215): Configuration Guide

Procedure
1. Access the activity using one of the following navigation options: IMG Menu Plant Maintenance and Customer Service → Maintenance and Service Processing → Maintenance and Service Order → Partner → Define Partner Determination Procedure and Partner Function OIOM

Transaction Code

2. On the Change View “Assign Partner Determination Procedure to Order”: Overview screen, select the type YBS . 3. Make the following settings: Order Type YBS1 4. Save your entries. PartnerSch SV Customer SP Funkt.of VW S.. X Spl. Crtn VW Funct.p.. VW

3.2.14 Use

Define Scope of Check

In this activity, you define the check scope. Checking group and checking rule together specify the scope of the check.

Procedure
1. Access the activity using one of the following navigation options: IMG Menu Plant Maintenance and Customer Service → Maintenance and Service Processing → Maintenance and Service Orders → Functions and Settings for Order Types → Availability Check for Material, PRTs and Capacities Define Scope of Check OPJJ

Transaction Code

2. On the Change View “Availability Check Control”: Overview screen, choose new entries and enter the following entries: area header Availability check Checking rule stocks Include safety stock StockInTransfer Incl. quality insp stock Replenishment lead time x x x 02 PM Indiv. requirements Checking rule for plant maintenance Name Value Description

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SAP Best Practices area Name

CS/PM Generic Settings (SP) (215): Configuration Guide Value x Description

Check without RLT In/outward movements Incl. purchase orders Incl. purch. Requisitions Incl. dependent reqs Include reservations Include sales reqmts Include deliveries Incl. planned orders Incl. production orders

X X X X X X X X Check all planned orders Take all production orders into account

3. Save your entries and go back.

3.2.15 Use

Define Inspection Control

In this activity, you define the check control. The checking rule together with the checking group specifies the scope of the check.

Procedure
1. Access the activity using one of the following navigation options: IMG Menu Plant Maintenance and Customer Service → Maintenance and Service Processing → Maintenance and Service Orders → Functions and Settings for Order Types → Availability Check for Material, PRTs and Capacities Define Inspection Control OIOI

Transaction Code

2. On the Change View “Order Control”: Overview screen, choose new entries and make the following entries: area header Name Value Description

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SAP Best Practices Plant

CS/PM Generic Settings (SP) (215): Configuration Guide 1000 YBS1 1 Indiv. requirements Checking rule for plant maintenance

Order Type Availability check Material availability No check Checking Rule PRT availability No check Capacity availability No check 3. Go back

x PM

x

x

4. Choose New entries and enter the following entries: area header Plant Order Type Availability check Material availability Check material availability when saving order Checking Rule Release material PRT availability No check Capacity availability No check 5. go back 6. Save your entries and go back. x x x 1000 YBS1 2 Indiv. requirements Checking rule for plant maintenance Name Value Description

PM 1 User decides on release if parts are missing

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3.2.16 Use

Define Priority Type for Orders

In this step, you define the priority types and assign to the service orders.

Procedure
1. Access the activity using one of the following navigation options: IMG Menu Plant Maintenance and Customer Service → Maintenance and Service Processing → Maintenance and Service Orders→ General Data  Define Priorities SPRO

Transaction Code

2. Choose the activity Define Priority Types for Orders 3. On the Change View “Priority type per order type”: Overview enter the following data: Type YBS1 Name Internal Repair Order PrTyp SM Priority type Service priorities

4. Save your entries and go back.

3.2.17 Use

Assign Object Information Keys to Order Types

In this step you can assign an object information key to each order type.

Procedure
1. Access the activity using one of the following navigation options: IMG Menu Plant Maintenance and Customer Service → Maintenance and Service Processing → Maintenance and Service Orders→ Object Information  Assign Object Information Keys to Order Types OIOJ

Transaction Code

2. On the Change View “Object Info for Order Type”; Overview screen, make the following entries: OrTyp YBS1 Description Internal Repair Order ObjectInfo YB

3. Save your entries and go back.

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CS/PM Generic Settings (SP) (215): Configuration Guide

3.2.18 Assign Number Range Group for Service Orders Use
In the following process you assign number range groups for service orders. This process is needed to create an order.

Prerequisites
Order type is set up.

Procedure
1. Access the activity using one of the following navigation options: IMG Menu Plant Maintenance and Customer Service → Maintenance and Service Processing → Maintenance and Service Orders → Functions and Settings for Order Types → Configure Number Ranges OION .

Transaction Code 2. Choose 3. Select Modules.

4. Position your cursor on the order type you wish to assign (YBS1) in the Not Assigned area in the lower section of the screen. 5. Choose 6. Choose 7. Choose (Select Element (F2)). . to save your entries.

8. Confirm the dialog box Transport number range intervals with Continue (Enter).

Result
Order types are assigned to number ranges.

3.3 Master data
3.3.1 Use
In this activity, you create the task list. The operations in the task list are copied in the service order.

Create Task List

Procedure
1. Access the transaction using one of the following maintenance options: SAP menu Logistics → Plant Maintenance → Preventive Maintenance → Work Scheduling → Task Lists → General Maintenance Task Lists

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CS/PM Generic Settings (SP) (215): Configuration Guide →Create

Transaction code

IA05

2. On the Create general task list: Initial screen enter the following data: Field Name Group Key date 3. Confirm with Enter. 4. On the Create general task list: Header General View screen enter the following data: Field Name Group counter Description Description User Action and Values 1 Service The field you find in the line after the field group counter Comment Description User Action and Values 100000 Today`s date Comment Enter the number from the external number range

Planning plant Assignments to Header Work center

1000

Serv01 / 1000

You can use the f4-help function, tab work center category enter the Work center cat. 0005

Usage Status 5. Choose Operation Overview. 6. Enter for each line the following data: Field Name Line 0010 Operation description Work Un Duration Un C 7. Choose Task list overview. Description

4 4

User Action and Values Activity 1 h 1 h 1

Comment

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8. Choose

New entries.

9. On the Create general task list:Header General View screen enter the following data Field Name Group counter Description Description User Action and Values 2 Global Task List The field you find in the line after the field group counter Comment

Planning plant Assignments to Header Work center

1000

Serv01 / 1000

You can use the f4-help function, tab work center category enter the Work center cat. 0005

Usage Status 10. Choose Operation Overview. 11. Enter for each line the following data: Field Name Line 0010 Operation description Work Un Duration Un C 12. Choose Task list overview. 13. Choose New entries Description

4 4

User Action and Values Global operation 1 h 1 h 1

Comment

14. On the Create general task list: Header General View screen enter the following data: Field Name Group counter Description Description User Action and Values 3 Service T&M The field you find in the line after the field group counter Comment

Planning plant

1000

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SAP Best Practices Field Name Assignments to Header Work center

CS/PM Generic Settings (SP) (215): Configuration Guide Description User Action and Values Comment

Serv01 / 1000

You can use the f4-help function, tab work center category enter the Work center cat. 0005

Usage Status 15. Choose Operation Overview. 16. Enter for each line the following data: Field Name Line 0010 Operation description Work Un Duration Un C Line 0020 Operation description Work Un Duration Un C 17. Choose Task list overview. 18. Save your entries. 19. Choose Back. Description

4 4

User Action and Values Activity1 1 h 1 h 1 Activity2 1 h 1 h 1

Comment

3.3.2 Use

Create Service Product

In this activity, you create the service product. The service product is required to create the service order.

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Procedure
1. Access the transaction using one of the following maintenance options: SAP menu Transaction code Logistics → Customer Service → Service Agreements → Environment → Sales and Distribution → Service Products OISD

2. On the Create /process Service Products: Initial Screen choose New Entries and enter the following data: Plnt Service Product D100 D101 D102 D103 Work ctr SERV01 SERV01 SERV01 SERV01 100000 100000 2 3 BusA Gen TL G A Rtyp RObj Ref. equip ment

1000 1000 1000 1000

0001

100000

1

3. Save your settings. 4. Choose Back.

3.3.3 Use

Create Service Master

In this activity, you create the service Master.

Procedure
1. Access the transaction using one of the following maintenance options: SAP menu Transaction code Logistics → Materials Management → Service Master → Service → Service Master AC01

2. On the Create Service Master Record Screen enter the data. If you have created service master records earlier, choose Field Name Activity number Description Service Category Base Unit of Measure Mat/Srv.Grp Valuation Class Description Create New Service. User Action and Values 4000000 Planned Service SERV M2 YBSVS1 3200 Comment Overwrite the entry %_1. In the line with the activity number the right field Choose the Value in the pull down menu

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SAP Best Practices 3. Save your settings. 4. Choose Back.

CS/PM Generic Settings (SP) (215): Configuration Guide

3.3.4 Use

Create Functional Location

The business object functional location is an organizational unit within Logistics that structures the maintenance objects of a company according to functional, process-related or spatial criteria. A functional location represents the place at which a maintenance task is to be performed.

Procedure
You can use the following style if the SAP GUI and the SAP NWBC descriptions only diverge in the navigation options. For diverging descriptions, see the examples in the Template Appendix. 1. Access the transaction choosing one of the following navigation options: Option 1: SAP Graphical User Interface (SAP GUI) SAP ECC menu Transaction code Logistics  Plant Maintenance  Management of Technical Objects  Functional Location  Create IL01

2. On the Create Functional location: Initial screen, make the following entries: Field name Functional loc. StrIndicator FunctLocCat. 3. Confirm your entries with Enter. 4. On the Create Functional Location: Master data screen, make the following entries: Field name Description Description User action and values Enter text of your choice that describes the equipment to be created. Comment For example, Building 1 Description User action and values YB50000/00000001 ISRE S Comment

5. Confirm your entries with Enter. 6. On Location tab page, make the following entries: Field name MaintPlant 7. Confirm your entries with Enter. 8. On Organization tab page, make the following entries: Field name Description User action and values Comment Description User action and values 1000 Comment

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SAP Best Practices Cost Center Main Work Ctr

CS/PM Generic Settings (SP) (215): Configuration Guide 1701 SERV01

9. Confirm your entries with Enter.

If you do not enter 1000 in addition to the main work center, the system issues a message. Confirm this message with Continue/Enter.

10. On Sales and Distribution tab page, make the following entries: Field name Sales Org Distrib. Channel Division 11. Confirm your entries with Enter. Description User action and values 1000 10 10 Comment

If you do not enter 1000 in addition to the main work center, the system issues a message. Confirm this message with Continue/Enter.

12. Choose GOTO → Multilingual Texts and enter the following data: Lang. EN DE 11. Choose Sh Text Building 1 Gebäude 1 Back to return. Confirm the Word processing dialog box with Yes.

12. Save your entries and make a note of the equipment number:__________________________. 13. Choose Back to return to the SAP Easy Access menu.

Result
You have successfully created the equipment in the system.

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