EHP3 for SAP ERP 6.

0 June 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 Recommendation Syntax External Process Business Process Alternative/Decision Choice

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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SAP Best Practices

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

Contents
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 Defining Planner Groups............................................................................................5 3.2 Settings Service Processing / Service Order..................................................................11 3.2.1 Configuring Order Types..........................................................................................11 3.2.2 Assigning Order Types to Maintenance Plants.........................................................17 3.2.3 Changing Goods Movements Documentation for Order...........................................23 3.2.4 Credit Limit Checks, Sales Document Types for Service Orders..............................29 3.2.5 Setting Scheduling Parameters................................................................................35 3.2.6 Assigning Costing Parameters and RA Keys............................................................41 3.2.7 Defining Control Parameters for Completion Confirmations......................................47 3.2.8 Defining Change Docs, Collective Purc. Req. Indicator, Oper. No............................56 3.2.9 Maintaining Default Values for Control Keys for Order Types...................................62 3.2.10 Default Values for Task List Data and Profile Assignments....................................68 3.2.11 Defining Access Sequence for Determining Address Data.....................................74 3.2.12 Settlement Rule: Defining Time and Distribution Rule............................................80 3.2.13 Defining Partner Determination Procedure and Partner Function...........................86 3.2.14 Defining Scope of Check........................................................................................92 3.2.15 Defining Inspection Control....................................................................................98 3.2.16 Defining Priority Type for Orders..........................................................................107 3.2.17 Assigning Object Information Keys to Order Types..............................................113 3.2.18 Assigning Number Range Group for Service Orders............................................119 3.3 Master data..................................................................................................................122 3.3.1 Creating Task List..................................................................................................122 3.3.2 Creating Service Product.......................................................................................146 3.3.3 Creating Service Master.........................................................................................152 3.3.4 Creating Functional Location..................................................................................158

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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_PL.xls; the placeholder [xx] depends on the SAP Best Practices version you use, for example BL refers to the SAP Best Practices Baseline Package: Prerequisites_Matrix_BL_EN_PL.xls). This document can be found on the SAP Best Practices documentation DVD in the folder: ..\BBLibrary\General\.

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

Defining Planner Groups

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

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SAP Best Practices Transaction code

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

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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 → Basic Settings → General Data → Define Planner Groups

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SAP Best Practices

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

2. On the Change View Maintenance planner groups: Overview screen, choose New Entries. 3. Make the following entries:

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SAP Best Practices PlPl PG

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

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SAP Best Practices 1000 001

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

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SAP Best Practices

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

4. Choose Save and go back.

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.

Configuring Order Types

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

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SAP Best Practices Transaction code

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

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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 Orders → Functions and Settings for Order Types → Configure Order Types

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SAP Best Practices

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

2. On the Change View Maintenance Order Types: Overview screen, choose New Entries. 3. Make the following entries:

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SAP Best Practices Order Type

CS/PM Generic Settings (SP) (215): Configuration Guide Description Settlement Profile Release immediately

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SAP Best Practices YBS1

CS/PM Generic Settings (SP) (215): Configuration Guide SP Service Order YBSV03

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SAP Best Practices 4. Choose Save.

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

3.2.2 Use

Assigning 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:

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SAP Best Practices Transaction code

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

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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 Orders → Functions and Settings for Order Types → Assign Order Types to Maintenance Plants

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SAP Best Practices

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

2. On the Change View Valid Order Types By Planning Plant: Overview screen, choose New Entries. 3. Make the following entries:

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SAP Best Practices PlPl

CS/PM Generic Settings (SP) (215): Configuration Guide Name 1 Type Order Type text

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SAP Best Practices 1000

CS/PM Generic Settings (SP) (215): Configuration Guide Production Plant 1000 YBS1 Internal Repair Order

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SAP Best Practices 4. Choose Save.

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

3.2.3 Use

Changing 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:

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SAP Best Practices Transaction code

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

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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 Orders → Functions and Settings for Order Types → Goods Movements for Order → Define Documentation for Goods Movements for the Order

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SAP Best Practices

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

2. On the Change View Goods Movement Documentation for Order: Overview screen, choose New Entries. 3. Make the following entries:

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SAP Best Practices Plnt Type

CS/PM Generic Settings (SP) (215): Configuration Guide PurchOrder PlGoodsLss UnplGoodsLss GR refrbshmnt

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SAP Best Practices 1000 YBS1 x

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

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SAP Best Practices

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

4. Choose Save 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:

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SAP Best Practices Transaction code

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

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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 Orders → Functions and Settings for Order Types → Credit Limit Checks, Sales Document Types for Service Orders

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SAP Best Practices

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

2. On the Change View Service order indicator: Overview screen, choose New Entries. 3. Make the following entries:

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SAP Best Practices OrType Description

CS/PM Generic Settings (SP) (215): Configuration Guide Service Sales DocType Credit limit ch Credit group or DIP profil

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SAP Best Practices YBS1 Repair service

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

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SAP Best Practices 4. Choose Save.

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

3.2.5 Use

Setting 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:

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SAP Best Practices Transaction code

CS/PM Generic Settings (SP) (215): Configuration Guide OPU7

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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 Orders → Scheduling → Set Scheduling Parameters

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SAP Best Practices

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

2. On the Change View Specify Scheduling Parameters Overview screen, choose the plant 1000, order type YBSI and choose Details. 3. Make the following entries:

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SAP Best Practices Plant Order Type

CS/PM Generic Settings (SP) (215): Configuration Guide Prod Scheduler Adjust Dates Scheduling Type Automatic Scheduling

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SAP Best Practices 1000 YBSI

CS/PM Generic Settings (SP) (215): Configuration Guide * Adjust basic dates, adjust Dep. Reqmts to operation date Forwards X

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SAP Best Practices

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

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

3.2.6 Use

Assigning 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:

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SAP Best Practices Transaction code

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

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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 Orders → Functions and Settings for Order Types → Costing Data for Maintenance and Service Orders → Assign Costing Parameters and Results Analysis Keys

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SAP Best Practices

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

2. On the Change View Calculation Parameters for Maint Orders: Overview screen, choose plant 1000, order type YBS1. 3. Choose Details and make the following settings.

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SAP Best Practices Plant Order Type

CS/PM Generic Settings (SP) (215): Configuration Guide Planned var. cal. Actual var. cal. Results Analysis Key

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SAP Best Practices 1000 YBS1

CS/PM Generic Settings (SP) (215): Configuration Guide PM01 PM01 YBSV01

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

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

3.2.7 Use

Defining 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:

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SAP Best Practices Transaction code

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

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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 → Completion Confirmations → Define Control Parameters for Completion Confirmations

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SAP Best Practices

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

2. On the Change View Confirmation Parameters; Overview screen, choose the entries in the table below and follow the procedure described in steps 3 and 4:

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SAP Best Practices Plant Name 1

CS/PM Generic Settings (SP) (215): Configuration Guide Type Description of order type

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SAP Best Practices 1000

CS/PM Generic Settings (SP) (215): Configuration Guide YBS1 SP Service Order

Production Plant 1000

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SAP Best Practices 3. Choose Details.

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

4. Make the following settings:

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SAP Best Practices Order Type YBS1 Field

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

Default Values Propose Dates Propose Activities HR Update

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SAP Best Practices Order Type Field

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

No HR update

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SAP Best Practices 5. Choose Save.

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

3.2.8 Use

Defining 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 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:

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SAP Best Practices Transaction code

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

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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 Orders → Functions and Settings for Order Types → Define Change Docs, Collective Purc. Req. Indicator, Operation No. Interval

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SAP Best Practices

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

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

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SAP Best Practices Plnt Ty pe YB S1 MatStat ChngeD oc

CS/PM Generic Settings (SP) (215): Configuration Guide Incre ment 0010 OrdSt ChgDc X CollReqs tn X Res/ PurR q From relea se PCD activ e Workflow X x Change doc

1000

NetOr der Pr

OPStatChangeDoc

PRTStatChangeD oc

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SAP Best Practices x

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

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SAP Best Practices 3. Choose Save.

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

3.2.9 Use

Maintaining 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:

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SAP Best Practices Transaction code

CS/PM Generic Settings (SP) (215): Configuration Guide OIO6

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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 Orders → Functions and Settings for Order Types → Control Key → Maintain Default Values for Control Keys for Order Types

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SAP Best Practices

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

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

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SAP Best Practices Field name

CS/PM Generic Settings (SP) (215): Configuration Guide Description User action and values Note

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SAP Best Practices Control key

CS/PM Generic Settings (SP) (215): Configuration Guide PM01

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SAP Best Practices 4. Choose Save.

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

3.2.10 Use

Default Values for Task List Data and Profile Assignments

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:

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SAP Best Practices Transaction code

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

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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 Orders → Functions and Settings for Order Types → Default Values for Task List Data and Profile Assignments

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SAP Best Practices

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

2. On the Change View Screen Ref. Object, General Profiles, Task List Presett: Overview screen, choose New Entries. 3. Make the following settings:

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SAP Best Practices Plant 1000 Task List data Order Type YBS1 OperSel ection

CS/PM Generic Settings (SP) (215): Configuration Guide Short text SP Service Order WrkCntrSelect Extern Profile YBSVS1 Renumber Mat. Profile YBSVM1 Incl.once. comp Maint Profile 0000001 Oper.sorti ng Meas Unit Extern Oper H

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SAP Best Practices X X

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

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SAP Best Practices 4. Choose Save.

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

3.2.11 Use

Defining Access Sequence for Determining Address Data

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 Transaction code

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

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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

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SAP Best Practices

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

2. On the Change View Access sequence addresses for address proposal purch. dat: Overview screen, choose the PlPL 1000 and the type YBS1. 3. Make the following settings:

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SAP Best Practices PlPL Type

CS/PM Generic Settings (SP) (215): Configuration Guide Typ A1 A2 A3 A4 A5

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SAP Best Practices 1000 YBS1

CS/PM Generic Settings (SP) (215): Configuration Guide OKP 1 2 3 4 5

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SAP Best Practices 4. Choose Save.

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

3.2.12 Use

Settlement Rule: Defining Time and Distribution Rule

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:

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SAP Best Practices Transaction code

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

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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 Orders → Functions and Settings for Order Types → Settlement Rule: Define Time and Creation of Distribution Rule

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SAP Best Practices

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

2. On the Change View Time for settlement rule, Distribution Rule for Sub-Ord: Overview screen, make the following entries:

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SAP Best Practices Order Cat

CS/PM Generic Settings (SP) (215): Configuration Guide Settlement rule Time Distrib. Rule sub-order

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SAP Best Practices YBS1

CS/PM Generic Settings (SP) (215): Configuration Guide Mandatory for completion No special handling of sub-orders

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SAP Best Practices 3. Choose Save.

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

3.2.13 Use

Defining Partner Determination Procedure and Partner Function

In this step, you define the partners for plant maintenance and customer service.

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

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SAP Best Practices Transaction code

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

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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 → Partner → Define Partner Determination Procedure and Partner Function

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SAP Best Practices

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

2. On the Change View Assign Partner Determination Procedure to Order: Overview screen, choose the type YBS1 . 3. Make the following settings:

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SAP Best Practices Order Type

CS/PM Generic Settings (SP) (215): Configuration Guide PartnerSch Customer Funkt.of S.. Spl. Crtn Funct.p..

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SAP Best Practices YBS1 SV

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

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SAP Best Practices 4. Choose Save.

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

3.2.14 Use

Defining 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:

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SAP Best Practices Transaction code

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

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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 Orders → Functions and Settings for Order Types → Availability Check for Material, PRTs and Capacities → Define Scope of Check

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SAP Best Practices

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

2. On the Change View Availability Check Control: Overview screen, choose New Entries and enter the following entries:

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SAP Best Practices area header

CS/PM Generic Settings (SP) (215): Configuration Guide Name Availability check Checking rule Value 02 PM Description Indiv. requirements Checking rule for plant maintenance

stocks Include safety stock StockInTransfer Incl. quality insp stock Replenishment lead time 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 x x x x

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SAP Best Practices area

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

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SAP Best Practices

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

3. Choose Save and go back.

3.2.15 Use

Defining 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:

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SAP Best Practices Transaction code

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

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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 Orders → Functions and Settings for Order Types → Availability Check for Material, PRTs and Capacities → Define Inspection Control

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SAP Best Practices

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

2. On the Change View Order Control: Overview screen, choose New Entries and make the following entries:

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SAP Best Practices area header

CS/PM Generic Settings (SP) (215): Configuration Guide Name Plant Order Type Availability check Value 1000 YBS1 1 x PM x Description Indiv. requirements Checking rule for plant maintenance

Material availability No check Checking Rule PRT availability No check Capacity availability

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SAP Best Practices

CS/PM Generic Settings (SP) (215): Configuration Guide No check x

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SAP Best Practices 3. Choose Back.

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

4. Choose New Entries and enter the following entries:

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SAP Best Practices area header

CS/PM Generic Settings (SP) (215): Configuration Guide Name Plant Order Type Availability check Value 1000 YBS1 2 x Description Indiv. requirements Checking rule for plant maintenance

Material availability Check material availability when saving order Checking Rule Release material PRT availability No check Capacity availability x

PM 1 User decides on release if parts are missing

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SAP Best Practices

CS/PM Generic Settings (SP) (215): Configuration Guide No check x

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SAP Best Practices 5. Choose Back.

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

6. Choose Save and go back.

3.2.16 Use

Defining 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:

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SAP Best Practices Transaction code

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

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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 Orders → General Data → Define Priorities

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SAP Best Practices

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

2. Choose the activity Define Priority Types for Orders 3. On the Change View Priority type per order type: Overview screen, enter the following data:

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SAP Best Practices Type Name

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

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SAP Best Practices YBS1

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

Internal Repair Order

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SAP Best Practices

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

4. Choose Save and go back.

3.2.17 Use

Assigning 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:

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SAP Best Practices Transaction code

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

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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 Orders → Object Information → Assign Object Information Keys to Order Types

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SAP Best Practices

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

2. On the Change View Object Info for Order Type; Overview screen, make the following entries:

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SAP Best Practices OrTyp

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

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SAP Best Practices YBS1

CS/PM Generic Settings (SP) (215): Configuration Guide Internal Repair Order YB

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SAP Best Practices

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

3. Choose Save and go back.

3.2.18 Use

Assigning Number Range Group for Service Orders

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:

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SAP Best Practices Transaction code

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

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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 Orders → Functions and Settings for Order Types → Configure Number Ranges

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SAP Best Practices 2. Choose Groups. 3. Choose Modules.

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

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 Select Element (F2). 6. Choose Element/Group. 7. Choose Save. 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.

Creating Task List

Procedure
1. Access the transaction choosing one of the following navigation options:

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SAP Best Practices SAP ECC menu

CS/PM Generic Settings (SP) (215): Configuration Guide Logistics → Plant Maintenance → Preventive Maintenance → Work Scheduling → Task Lists → General Maintenance Task Lists →Create

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SAP Best Practices Transaction code

CS/PM Generic Settings (SP) (215): Configuration Guide IA05

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SAP Best Practices

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

2. On the Create general task list: Initial Screen, enter the following data:

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SAP Best Practices Field name Group

CS/PM Generic Settings (SP) (215): Configuration Guide Description User action and values 100000 Note Enter the number from the external number range

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SAP Best Practices Field name Key date

CS/PM Generic Settings (SP) (215): Configuration Guide Description User action and values Today`s date Note

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SAP Best Practices 3. Confirm with Enter.

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

4. On the Create general task list: Header General View screen, enter the following data:

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SAP Best Practices Field name Group counter Description Planning plant Assignments to Header Work center

CS/PM Generic Settings (SP) (215): Configuration Guide Description User action and values 1 Service 1000 The field you find in the line after the field group counter Note

Serv01 / 1000

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

Usage

4

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SAP Best Practices Field name Status

CS/PM Generic Settings (SP) (215): Configuration Guide Description User action and values 4 Note

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SAP Best Practices

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

5. Choose Operation Overview. 6. Enter for each line the following data:

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SAP Best Practices Field name Line 0010 Operation description Work Un Duration Un

CS/PM Generic Settings (SP) (215): Configuration Guide Description User action and values Activity 1 h 1 h Note

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SAP Best Practices Field name C

CS/PM Generic Settings (SP) (215): Configuration Guide Description User action and values 1 Note

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SAP Best Practices

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

7. Choose Task list overview. 8. Choose New Entries. 9. On the Create general task list: Header General View screen, enter the following data

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SAP Best Practices Field name Group counter Description Planning plant Assignments to Header Work center

CS/PM Generic Settings (SP) (215): Configuration Guide Description User action and values 2 Global Task List 1000 The field you find in the line after the field group counter Note

Serv01 / 1000

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

Usage

4

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SAP Best Practices Field name Status

CS/PM Generic Settings (SP) (215): Configuration Guide Description User action and values 4 Note

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SAP Best Practices

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

10. Choose Operation Overview. 11. Enter for each line the following data:

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SAP Best Practices Field name Line 0010 Operation description Work Un Duration Un

CS/PM Generic Settings (SP) (215): Configuration Guide Description User action and values Global operation 1 h 1 h Note

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SAP Best Practices Field name C

CS/PM Generic Settings (SP) (215): Configuration Guide Description User action and values 1 Note

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SAP Best Practices

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

12. Choose Task list overview. 13. Choose New Entries 14. On the Create general task list: Header General View screen, enter the following data:

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SAP Best Practices Field name Group counter Description Planning plant Assignments to Header Work center

CS/PM Generic Settings (SP) (215): Configuration Guide Description User action and values 3 Service T&M 1000 The field you find in the line after the field group counter Note

Serv01 / 1000

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

Usage

4

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SAP Best Practices Field name Status

CS/PM Generic Settings (SP) (215): Configuration Guide Description User action and values 4 Note

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SAP Best Practices

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

15. Choose Operation Overview. 16. Enter for each line the following data:

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SAP Best Practices Field name Line 0010 Operation description Work Un Duration Un C Line 0020 Operation description Work Un Duration Un

CS/PM Generic Settings (SP) (215): Configuration Guide Description User action and values Activity1 1 h 1 h 1 Activity2 1 h 1 h Note

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SAP Best Practices Field name C

CS/PM Generic Settings (SP) (215): Configuration Guide Description User action and values 1 Note

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SAP Best Practices

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

17. Choose Task list overview. 18. Choose Save. 19. Choose Back.

3.3.2 Use

Creating Service Product

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

Procedure
1. Access the transaction choosing one of the following navigation options:

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SAP Best Practices SAP ECC menu

CS/PM Generic Settings (SP) (215): Configuration Guide Logistics → Customer Service → Service Agreements → Environment → Sales and Distribution → Service Products

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SAP Best Practices Transaction code

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

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SAP Best Practices

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

2. On the Create /process Service Products: Initial Screen, choose New Entries and enter the following data:

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SAP Best Practices Plnt 1000 1000 1000 Service Product D100 D101 D102

CS/PM Generic Settings (SP) (215): Configuration Guide Work ctr SERV01 SERV01 SERV01 100000 2 BusA 0001 Gen TL 100000 G 1 A Rtyp RObj Ref. equipment

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SAP Best Practices Plnt 1000 Service Product D103

CS/PM Generic Settings (SP) (215): Configuration Guide Work ctr SERV01 BusA Gen TL 100000 G 3 A Rtyp RObj Ref. equipment

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

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

3.3.3 Use

Creating Service Master

In this activity, you create the service Master.

Procedure
1. Access the transaction using one of the following maintenance options:

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SAP Best Practices SAP ECC menu

CS/PM Generic Settings (SP) (215): Configuration Guide Logistics → Materials Management → Service Master → Service → Service Master

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SAP Best Practices Transaction code

CS/PM Generic Settings (SP) (215): Configuration Guide AC01

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SAP Best Practices

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

2. On the Create Service Master Record screen, enter the data. If you have created service master records earlier, choose Create New Service.

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SAP Best Practices Field name Activity number Description Service Category Base Unit of Measure Mat/Srv.Grp

CS/PM Generic Settings (SP) (215): Configuration Guide Description User action and values 4000000 Planned Service SERV M2 YBSVS1 Note 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 Field name Valuation Class

CS/PM Generic Settings (SP) (215): Configuration Guide Description User action and values 3200 Note

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

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

3.3.4 Use

Creating 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)

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SAP Best Practices SAP ECC menu

CS/PM Generic Settings (SP) (215): Configuration Guide Logistics  Plant Maintenance  Management of Technical Objects  Functional Location  Create

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SAP Best Practices Transaction code

CS/PM Generic Settings (SP) (215): Configuration Guide IL01

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SAP Best Practices

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

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. Note For example, Building 1 Description User action and values YB50000/00000001 ISRE S Note

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 Cost Center Main Work Ctr 9. Confirm your entries with Enter. Description User action and values 1701 SERV01 Note Description User action and values 1000 Note

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 Note

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 Save 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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