Settlement of service orders

Hi Gurus,
Can anyone explain me the process of service order settlement with step by step configuration.
Regards,
partha
[email protected]

Hi,
The Negative Sign is due to Cost Element Category 21(Settlement Cost Element) for the Receiver PSG, is assigned for Cost element Group Revenue(Source) in CO allocation Structure.
Thus flowing to COPA in negative value when settlement happen from Internal order.
Can we change to Cost element category 11 ( By cost element - Check box) at Receiver PSG and removing the settlement cost element from Receiver.
Will it cause any problem in CO allocation structure.
We have datas in Settlement cost element for the fiscal year .
Thanks
Sankar

Similar Messages

Travel Expenses settlements against Service Order/WBS Element/Project Ord

Hi Experts,
I have one req. in Travel Expenses, i.e. need to settle travel expneses against Service Order/WBS Element/Project Order.
Can you guide me how to do this req.
Thanks & Regards
Rajesh

Hye mate,
This is possible for sure what you need to do is to go at travel request . In travel Request there is an option of Enhanced Travel cost/ Alternative master cost center. if you click on it . you would find an option of cost assignmnet click on it
there you would have option , like an excel sheet like fields of the cost centre, wbs element, profit center, order number what eve is requred and save it.
now the cot of trip would go that particulat cost center or der numbe or WBS rather then the cost center assigned at master data in ifototype 0027.
Regards
Waqas Anwar

How to do settlement for service order - error message

Hi,
FYI, right now i'm involving with sap enhancement implementation (4.6c to Ecc6.0).In 4.6c I'm using Z program (SA38) to maintain settlement rule & create session name and then, KO8G for performing settlement.In log issue session, everthing is ok (status - process) and no error in log (but it still goes to dummy cost centre).
in Ecc, i still using same program and T-code, but error message in log exist.(status - Incorrect)
Notification is completed --> can only be displayed
Rule cannot be deleted
Order 1000000933: no costs or revenue exist
Invalid account assignment category (--> long text)
Transaction error
can anyone give me guidance and how to handle this issue? does any configuration maybe wrong or not, please help me. I'm very appreciated your helps.i'm also looking method which using standard t-code (without customize program) to perform service order settlement.user manual very useful and important for me.
Thanks.

Hi
anyone can helps me?
Thanks

Settlement of Service Order

Dear All ,
Following is my scenario :
I have one service order which have actual cost of 100$ , i make debit memo and generate billing document and relase to accounting with 150$ with profit .
Now when i came back to my service order there is nagative cost ( Credit) of 50 $ now i will settle it ?
If i am hitting revenue account from billing and same time i am settleing revenue on gain G/L ? that is bit confusing
Kindly clear my confusions thanks .

Dear ,
Kindly see my question : my query is that what is the behaviour of billing document relase to account ? if billing document is hitting the revenue account then is there any need to settle service order to Gain G/L as i have profit of the service order as a negative 50 $ actual cost .
or what is the standard paractice to settlement the revenue of service order .
Thanks

Settlement service order to CO-PA

Dear SAP experts,
In my current project, we use service order with revenue.
So revenue will pe post into service order when it billed.
In the end of period, we settled the service order to CO-PA.
But when I settle the service order, characteristic "product number" from service order it not transfer to co-pa.
Even when I test the derivation rule, in the step transfer division (step 1 in default derivation rule), the field product number (ARTNR) is empty.
Do anyone can help me , how can I transfer this "product number" in service order to CO-PA?
Or help me to define what kind of derivation rule that I should use to transfer "product number" in service order to CO-PA?
Kindly help.
Regards

Hi Anulekha,
We had similar problem and with standard SAP this is not possible.
In service order,components are assigned to operations for consumption and not like SD/PP order.
Enhancements are created to service IW31 screen and added material and product hierarchy fields.based on these two fields derivation rules are created to post to COPA.
Thanks,
Rau

Service Order settlement to GL

Hi,
I want to settle the service order created for customer under warranty to a - Warranty Claim GL.
I have maintained the settlement rule in the service order for Gl and have given the - Warranty Claim Gl also.
Settlement in KO88 is also happening with full amount being settled to the GL (Material + labour).
My query is since the material consumption is already shown as an expense do we need to settle the material part also to the GL.
What is correct method to process service order under warranty?
Also where i can default the settlement Rule for the service order?

Hi,
What you said is correct because the Gl - Warranty Claim is only getting debit and credit for settlement.
How actually is the process for customer warranty done through service order.
The client wants to post cost incurred to service the machine to the GL - Warranty claim.
Since they cannot bill the customer.
what is the correct method of doing the service order under warranty.
Edited by: lolu jo on Jan 18, 2012 4:08 PM

Service order - WBS element

In Service Order,
we are doing a settlement to WBS element.
I want to see a report through WBS element the costs, settled through Service Orders.
Is there any Standard report.
Please suggest.
Raja

Hi,
If settlement is done to WBS then the cost would reflect under Actual Costs of WBS :
Check if u can find in report :-S_ALR_87100188 or S_ALR_87013531 ..
regards
pushpa

Service prod in service contract and service order thro RRB!

Hi,
I have service contract with service product say Rep_service with 1 Hr rate as 100 USD in place for a particular equipment with serial number.
I have received a complaint now I am raising a service order SM01 service order with contract
I have maintained the same equipment number in the Service order as in service contract
and selected the service contract too.
i have operations and material consumption for service order.
When I run DP90 RRB the material determined is Service (different service product) based on my DIP profile, (should I maintain the same service product in DIP profile as in service contract or any other service prod can be maintained). What happens to this billing document generated from DP90?
And my service order settles to service contract.
I think when service contract is in place then to generate billing I will use only service contract as reference.
Please suggest me how to go about it.
Kindly if possible give me some link to documents.
Regards,
N.Nagaraju

Hi Nagaraju,
First of all, you can bill Service Contract and Service Order differently. This is because you may wish to charge contract fees irrespective of whether service occurs or not.
Secondly, while maintaining DIP profile, you can use different material from the one used in contract. Just make sure that it gives explanation as to what service was performed so that customer will understand the invoice.
DP90 will generate Debit memo request. You will need to create billing document against this using VF01.
When you settle the service order (KO88), it will be settled against service contract.
Please let me know if you need any further information.
Regards,
Aaditya.

Sale order costing during service order integration

Hi,
When I am generating service order from sale order, and settling my service order back to the sale order item. Do I need to run DP90 to capture the service cost? If so please explain.
Regards,
N.Nagaraju

yes, you would need to run DP90 to generate a billing document for the customer based on the service order / sales order. Have a look at [SAP Help|http://help.sap.com/erp2005_ehp_04/helpdata/en/4b/5cfc3743572b1ee10000009b38f8cf/frameset.htm] for detailed help.
The actual cost of service is collected on the service order and could be different from the cost billed to the customer through the billing document generated through DP90.
Regards
Narasimhan

Service order setelment flow

HI,
please sugest Service order flow and setelement process,
Thanks in advance,
Regards,
Vanaja.

Hi Vanaja,
Documenting a customer request for quotation (RFQ) for services, a notification is created in the system to document and classify the required work.
Key process flows
Creating a Service Notification
Check the Task List
Changing the Service Order
Time Recording
Confirming Time to the Service Order
Confirming the Materials Used
Creating Resource-Related Billing Request
Creating the Invoice for the Billing Memo Request
Closing the Service Order u2013 Technical complete
Settlement of service orders.
Closing the completed service orders.
This is standard process,if you have specific issues or questions,let me know.
Hope this helps you.
Thanks,
Rau

Settlement - Customer service

HI Experts,
I need some clarification on settlement profile, i have few querries as below
1. DO we need to do settelement for every service order, if yes then to which element.
2. If it is only case to case basis then pls give me some example where only we need to settlement,
3. Do settlement also effect the Accounting, if yes how.
4. IF possible, some study material or link to understand settlement in Service Order.
Regds

Hello Bharat,
>
bharat sharma wrote:
> 1. DO we need to do settelement for every service order, if yes then to which element.
No, the billing/settlement relevance is configured on item level. See Transaction SPRO CRM -> Transactions -> Basic Settings -> Define Item Category (-> Sales: Attribute Billing Relevance)
> 2. If it is only case to case basis then pls give me some example where only we need to settlement,
You need it whenever you want to get money for a certain service from the customer who received it. A typical service scenario may require service confirmations (e.g. a technician confirms how much time was spent and which material has been used). In such a scenario you'ld configure the billing relevance on the item category of your service confirmation (not on the service order!)
> 3. Do settlement also effect the Accounting, if yes how.
Sure! Settlement results are consolidated into a billing document. The billing document transfers the accounting relevant information to the Accounting (FI-AP / FI-CA).
> 4. IF possible, some study material or link to understand settlement in Service Order.
You should find information within the Online Help (http://help.sap.com/ SAP Solutions -> Business Suite -> SAP CRM Release xyz -> Application Help -> Search for Service Billing)
Regards
Ralf

Settlement Rule for service order created based on sales order

Hello,
I am creating a sales order and entering WBS as an cost object.
After creation of sales order the Service order is created.
For service order type in the settlement profile WBS is maintained.
But the system is not copying the WBS in Service order which is maintained in sales order.
Can any body have an idea on this?
Regards
Abhijit

Hi,
As far as my understanding when service order is created through sales order then settlement rule is SDI and its item number
Not what you maintained in account assignment tab of sales order
When you settle service order then cost will settle on sales document and its item and then latter you settle sales order then settlement receiver is WBS element which you maintained in account assignment tab
Kapil

Assiging wbs element as settlment receiver in service order settlement

Hi PM CS Experts.
We are using scenarios of creation of service order from sales order. So whatever cost we incurred for service order settling to sales order via settlement rule - settlment receiver is Sales order i.e. SDI. We are using settlement profie XX which have default object type for settling SDI. While releasing the service order the settlement rule created with settlement receiver is SDI.
Now for different business scenarios, we are settling service order cost to WBS. Now we want to create a settlemetn rule for WBS, settlement receiver will be WBS element, while saving the service order. What configuration, master data or processes we have to follow for this.
please reply on this.
regards
abhay

Sales Order line item have account assignment WBS element. From this sales order line, a service order will be created. So our idea is whatever cost booked to service order should be settled to wbs element instead of sales order.
also in location tab of service order, the wbs element from sales order is not inherrited in account assignment section. Why this we are not knowing. Have you have any idea for this.
regards
abhay

WBS Settlement rule control for service orders

Hello,
We have an requirement to implement validation point for service order settlement rule. Currently there is no validation check of settlment rule for service order. So that the settlement is happend to incorrect receivers in service orders.
For example :
Service order created for company code - 400 and the settlement rule receiver should be WBS which is belongs to same company code but some case , user are maintained wrong WBS in settlement rule which belongs to some other company code.
Can you please hlep us on this requirement and suggest any enhencement point avalible on the same.
Thanks
Risha

Hi,
Please go to okg2,
Calculate wip or result analysis
remove the tick for Order In Engineer to Order Production
Now run result analysis and check whether settlement will not happen for cross company code.
please check this and revert back.
Thanking you
Vengaiah Chowdary

Default settlement rule with settlement type as FUL for service orders

Hi Folks,
Could you please advise me on the below issue?
Requirement: setting up of default settlement rule with default settlement receiver as u201CCOST CENTREu201D and settlement type as u201CFULu201D for the maintenance orders (Order category u2013 30).
I was trying to configure the same in transaction KSR3_ORI to assign the strategy to the service order type by clicking u201CNew Entriesu201D system not showing the drop list for the status column which is a mandatory field.
We have applied the below notes:
Note 313454 - Info: Default value for settlement type
Note 851975 - Settlement use automatic generation creates
Could you please guide us to get the default settlement rule for service orders along with settlement type as u201CFULu201D

I was also with this problem in 2013 january and only found some information about this, here.
Our solution was change the Maximum number of distribution rules in Maintain Settlement Profiles to 1, because we wanted the FUL rule and it is always in the first line.
Now, for curiosity, I was search for another solution and found the SAP note 2028108 that explain that is not possible to change the strategy for PM/CS orders.
This note was released at 09.06.2014

Settlement of service orders

Similar Messages

Maybe you are looking for