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SAP ECC 6.0

Service Order ProcessingManual Instructions and Specifications

(Ryan Niu, Nov. 20th 2007)

MSN: nyfresh@hotmail.com

Revision history

Version DateDD/MM/YY

Changed by Reason for change

1.0 2007.11.20 Ryan. Niu First draft

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Version DateDD/MM/YY

Changed by Reason for change

Table of contents

Business scenario ....................................................................................................... - 3 -

Task 1: Sales document type ...................................................................................... - 3 -

Task 2: Delivery and transport scheduling .................................................................. - 5 -

Task 3: Item: consumable material ............................................................................. - 5 -

Task 4: Copying control ............................................................................................. - 7 -

Task 5: Service Item................................................................................................... - 8 -

Task 6: Partner Function............................................................................................. - 8 -

Task 7: Output.......................................................................................................... - 12 -

Task 8: Customer master record ............................................................................... - 17 -

Task 9: Material master record- Service material ...................................................... - 18 -

Task 10: Service order.............................................................................................. - 20 -

Task 11: Delivery..................................................................................................... - 21 -

Task 12: Billing........................................................................................................ - 21 -

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Business scenario

Your company offers maintenance and repair services for computer equipment. To dothis, your staff sometimes visits your customers site. The Service Management (SM)component is not used by your company.

One of your customers informs you by telephone that they are having problems with theircomputer. An experienced employee decides that the problem has to be solved by atechnician at the site and decides which spare parts they will need. The technician isautomatically informed. He owns a spare parts tool box which he fills by taking partsfrom the warehouse. The order confirmation contains the service (for example, techniciancategory, hours taken) and a reminder that the dollar amount of the invoice depends onthe time taken and cost of the repair.

Any unused parts are returned to the warehouse. The technician then enters the materialshe used, the time the repair took, and traveling expenses (for example, taxi and hotel) inan overview sheet. This sheet is used to create an invoice for the customer.

Task 1: Sales document typeSet up the sales document type ZSOR Service Order by copying standard type OR.

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1. Copy the reference OR standard order and use the same copying controls.a) IMG-> Sales and Distribution-> Sales-> Sales Documents-> Sales

Document Header -> Define Sales Document Types-> Select salesdocument type OR-> Button: Copy

2. Prevent external number assignment.a) No. range ext. assg., Blank

3. Prevent the system from reading the customer-material info records.a) Read info record field: Blank

4. Deactivate the settings for credit limit checks.a) Check credit limit field: Blankb) Contract messages field: Blank

5. Deactivate the checks for open quotations and contracts.a) Quotation messages field: Blank

Contract messages field: Blank

6. Set billing block 02 No completion confirmation.a) Billing block field: 02 Compl. Confirmation missing

7. Deactivate the settings for payment card processing.a) Payment guarantee procedure field: Blank

Payment card plan type field: Blank

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Checking group field: Blank

8. Use the current date as the requested delivery item.a) Lead time in days field: Blank

Task 2: Delivery and transport scheduling

1. Deactivate delivery and transportation scheduling for the new sales documenttype ZSOR.

a) IMG->Sales and Distribution-> Basic Functions-> Delivery Scheduling andTransportation scheduling-> Define Scheduling by Sales Document Type

DlvSchedlg field: Blank TranspSch field: Blank

Task 3: Item: consumable material

1. When you enter consumable materials, the system does not run an availabilitycheck, there is no transfer of requirements and picking is not necessary. However,you do need to post goods issue in order to update inventory management. Sincethe delivery quantity (goods issue quantity) is the same as the order quantity, youcan invoice these items using order-related billing, like service items. This meansthat you can invoice the customer for all the items in the sales document withoutany further processing.

a) Create a new item category, ZSTN as a copy of item category TAN.b) Configure the item category so that order-related billing is made.Deactivate the Credit Management function.

Relevant for billing field: B Relevant for order-related billing- Status accordingto order quantityCredit active field: Blank

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c) Configure the system so that it finds the new item category ZSTN for materialsin item category group NORM in the service order. Do not permit any other itemcategories.

IMG-> Sales and Distribution-> Sales-> Sales Documents-> Sales DocumentItem-> Assign Item Categories

2. Change the schedule line category assignment so that the system finds scheduleline category CN for consumable materials such as T-ATO01 (Plant:1200) in IDES.MRP type is VM for material T-ATO01.

IMG-> Sales and Distribution-> Sales-> Sales Documents-> Schedule lines->Assign schedule line categories.

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All materials that contain MRP type VM in the material master are assigned toschedule line category CN.Entry: ZSTN VM CN

All materials that do not contain MRP type in the material master are assigned toschedule line category CN.Entry: ZSTN blank CN

3. Deactivate the picking-relevant indicator for item category ZSTN in the deliveryitem category.

IMG->Logistics Execution-> Shipping-> Deliveries-> Define Item Categories forDeliveries

Task 4: Copying control

You need to configure your copying control so that you can create an order-related billingdocument for item category ZSTN in sales document type ZSOR.

Note: Go to copying control for billing documents and choose process Salesdocument ZSOR->Billing document F2 and branch to item step. Copy theentry for item category TAD to item category ZSTN.

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Task 5: Service Item

Configure your sales document type ZSOR so that item category TAD Services isautomatically assigned to items with services (materials form item category group DIEN).

Task 6: Partner Function

1. If you need a technician to carry out the repair, you need to record thisinformation in the service order. The technician should then be informedautomatically by mail when he or she is needed. Set up the necessary partnercontrols to allow this to happen.

IMG-> Sales and Distribution-> Basic Functions-> Partner Determination->Setup Partner Determination

2. Define a new partner function 8F with description PC technician.? Set up Partner Determination for Sales Document Header-> Double-click

Partner Function folder-> Button: New Entries? Function: 8F? Description: PC technician? Partner type: KU

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3. Define a new partner determination procedure ZSTA with description Serviceprocedure ZSTA for sales documents and copy the following partner functions into this procedure.

SP Sold-to PartyBP Bill-to PartyPY PayerSH Ship-to Party8F PC technician

Specify all partners as mandatory.

4. Assign procedure ZSTA to your sales document type ZSTA.a) -> Partner procedures assignment folder Change entry: sales document type ZSTA-> procedure ZSTA

Save

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5. Define new Account Group Z001-PC technician.

IMG-> Financial Accounting-> Accounts Receivable and Accounts Payable->Customer Accounts-> Master Data-> Preparations for Creating Customer MasterData-> Define Account Groups with Screen Layout (Customers)

6. Assign Number Ranges to Customer Account Group Z001.

IMG-> Financial Accounting-> Accounts Receivable and Accounts Payable->Customer Accounts-> Master Data-> Preparations for Creating Customer MasterData-> Assign Number Ranges to Customer Account Groups

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7. Set Up Partner Determination for Customer Master

IMG-> Sales and Distribution-> Basic Functions-> Partner Determination-> SetupPartner Determination

? Set Up Partner Determination for Customer Master, double click.

8. Create PC technician mater record with Account group Z001.

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9. PC technician in Sales order headerHere input PC technician number 5982, Enter.

Task 7: Output

1. The PC technician entered in your service order should automatically receive amail telling him or her when they are needed. This output should be created whenyou save the sales order and appear automatically as mail in the employees officeinbox.

a) IMG->Sales and Distribution-> Basic Functions-> Output Control->Output Determination-> Output Determination Using the ConditionTechnique

2. Create an output type. To do this, copying output type MAIL from standard SAPsystem with all its dependent entries.

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3. Maintain appropriate default values for the output master records for output typeZM00.

-> Maintain output types-Button: ChangeDetails of output type->Tab page: Default values

Transm. Medium: 7 SAP officePartner function: 8F PC technicianTime: 4 Send immediately

4. Create the relevant mail data in the output type.Document title: Service Mail##

Mail text?You have a repair order.Customer: &VBAK-KUNNR&Order: &VBAK-VBELN&Good luck!

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5. Assign output type ZM00 to partner function 8FSelect output type ZM00Dialog structure: Partner functionButton: New Entries? Medium: 7(SAP office)? Function: 8F(PC technician)Confirm your entries with Enter and Save the data.

6. Make sure you have assigned a suitable processing program to output type ZM00.Select output type ZM00Dialog structure: Processing routines

Program: RSNASTSOForm routine: SAPOFFICE_AUFRUF_VX

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7. Include the output in output determination procedure V1000 for orders at step60+11. Set condition 2.

Requirement 2 means that output ZM00 is only activated in the documentwhen the document is complete.

For example, if the PC technician has been defined as a mandatory partner, the outputis only activated in the document if a valid personnel number has assigned to partnerfunction 8F in the sales document.

8. Create a master record for the new output.Use the default values from the condition record.a) Create a master record for the new output.

Logistics-> Sales and Distribution-> Master Data-> Output-> SalesDocument-> Create-> Output type: ZM00

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b) Use default values form the condition record.-> ReturnLanguage: maintain DE

9. When your PC technician receives the automatic mail about the customer visit, heshould be able to go directly from the mail to the sales document so that he canobtain all the information he needs for the visit.

To do this, save the relevant communication data in the master record for outputtype ZM00.

Button: CommunicationConfirm the dialog for the phantom recipient with Yes.In the Phantom recipient line, activate the Express mail field.

Menu: Go to-> Execution parameters

Execution category: T (Execute a transaction)Execution element: VA03 (Display sales document)Activate field: Execute: Skip first screen

SET/GET parameter:

AUN (Parameter ID of the transaction in which the document number is set)VBAK-VBELN (Sales document number)

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Task 8: Customer master record

Customer T-L63A01 places an order for repairing computer equipment.

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Task 9: Material master record- Service material

Change the item category group of your material T-ATP01 to DIEN (service material) insales view 2.

Logistics-> Sales and Distribution-> Master Data-> Products -> Material-> Services->Change

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Task 10: Service order

1. Enter a text item that documents the repair. In the Description field, enter the text PC repairs.

Partner function 8F- PC technician at sales order item level

2. Once you have finished the repairs, you enter the service provided in the order.Your technician has installed a new monitor. Set the requested delivery date toone week from today.

Material: T-ATP01 (1 hour)Material: T-ATO01 (1 unit)

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Task 11: Delivery

Deliver the service order

Task 12: Billing

Bill the service order with billing type F2. Remove billing block in sales order first.

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Sales document flow from sales order view.

Condition type R100 exists in pricing procedure, thats whyserviece net value is 0. we can deactive this 100% discount.

Business scenarioTask 1: Sales document typeTask 2: Delivery and transport schedulingTask 3: Item: consumable materialTask 4: Copying controlTask 5: Service ItemTask 6: Partner FunctionTask 7: OutputTask 8: Customer master recordTask 9: Material master record- Service materialTask 10: Service orderTask 11: DeliveryTask 12: Billing