Professional Documents
Culture Documents
Revision history
Version 1.0 Date Changed by DD/MM/YY 2007.11.20 Ryan. Niu Reason for change First draft
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Version
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 do this, 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 their computer. An experienced employee decides that the problem has to be solved by a technician at the site and decides which spare parts they will need. The technician is automatically informed. He owns a spare parts tool box which he fills by taking parts from the warehouse. The order confirmation contains the service (for example, technician category, hours taken) and a reminder that the dollar amount of the invoice depends on the time taken and cost of the repair. Any unused parts are returned to the warehouse. The technician then enters the materials he used, the time the repair took, and traveling expenses (for example, taxi and hotel) in an overview sheet. This sheet is used to create an invoice for the customer.
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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 sales document 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: Blank b) 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
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c) Configure the system so that it finds the new item category ZSTN for materials in item category group NORM in the service order. Do not permit any other item categories. IMG-> Sales and Distribution-> Sales-> Sales Documents-> Sales Document Item-> Assign Item Categories
2. Change the schedule line category assignment so that the system finds schedule line 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 to schedule line category CN. Entry: ZSTN VM CN All materials that do not contain MRP type in the material master are assigned to schedule line category CN. Entry: ZSTN blank CN 3. Deactivate the picking-relevant indicator for item category ZSTN in the delivery item category. IMG->Logistics Execution-> Shipping-> Deliveries-> Define Item Categories for Deliveries
Note: Go to copying control for billing documents and choose process Sales
document ZSOR->Billing document F2 and branch to item step. Copy the entry for item category TAD to item category ZSTN.
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3. Define a new partner determination procedure ZSTA with description Service procedure ZSTA for sales documents and copy the following partner functions in to this procedure. SP Sold-to Party BP Bill-to Party PY Payer SH Ship-to Party 8F 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 Master Data-> 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 Master Data-> 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-> Setup Partner Determination Set Up Partner Determination for Customer Master, double click.
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9. PC technician in Sales order header Here input PC technician number 5982, Enter.
Task 7: Output
1. The PC technician entered in your service order should automatically receive a mail telling him or her when they are needed. This output should be created when you save the sales order and appear automatically as mail in the employees office inbox. a) IMG->Sales and Distribution-> Basic Functions-> Output Control-> Output Determination-> Output Determination Using the Condition Technique 2. Create an output type. To do this, copying output type MAIL from standard SAP system with all its dependent entries.
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3. Maintain appropriate default values for the output master records for output type ZM00. -> Maintain output types-Button: Change Details of output type->Tab page: Default values Transm. Medium: 7 SAP office Partner function: 8F PC technician Time: 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 8F Select output type ZM00 Dialog structure: Partner function Button: 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 ZM00 Dialog structure: Processing routines Program: Form routine: RSNASTSO SAPOFFICE_AUFRUF_VX
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7. Include the output in output determination procedure V1000 for orders at step 60+11. Set condition 2.
Requirement 2 means that output ZM00 is only activated in the document when the document is complete. For example, if the PC technician has been defined as a mandatory partner, the output is only activated in the document if a valid personnel number has assigned to partner function 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-> Sales Document-> Create-> Output type: ZM00
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b) Use default values form the condition record. -> Return Language: maintain DE
9. When your PC technician receives the automatic mail about the customer visit, he should be able to go directly from the mail to the sales document so that he can obtain all the information he needs for the visit. To do this, save the relevant communication data in the master record for output type ZM00. Button: Communication Confirm 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) - 16 -
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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 to one week from today. Material: T-ATP01 (1 hour) Material: T-ATO01 (1 unit)
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Condition type R100 exists in pricing procedure, thats why serviece net value is 0. we can deactive this 100% discount.
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