100% Consumption of materials.
Hi experts,
Our client has 100% utilization ( No moments ) i.e whatever the qty of the material comes like steel etc for that day will be utilized on that day.So no stock is maintained. Only for some materials he maintains stock.
How to load inventory data in this scenario ?
I have documents on " How to handle inventory scenario".
But in my case stock is not there. ( 100 % Utilization ).
For checking how the data comes i loaded through the standard procedure of " How to handle inventory scenarios ' but the materials for which stock is there ( only few materials ) are only getting loaded.
And the remaining materials which are 100 % consumed for that day are not getting loaded.
But he wants the following reports on the materials which are 100% consumed materials:
Daily Bulk cement stock report u2018dateu2019
Stock statement of steel and cement
I think we can get these reports through purchasing cube. But the fields which they specified are there only in the inventory datasources. But when we load data through inventory datasources the material for which 100% consumption is there are not getting loaded.
Anyone please suggsest me how i need to proceed further.
Full points will be awarded.
Regards,
Bhadri M.
Hi Shambu,
Thanks for the reply.
The materials which are having 100% consumption are not getting loaded.
After filling setup tables in rsa3 when i checked they are coming. But when loaded into bw only the materials which have stock are coming but not the others.
Please explain what may be the reason for this ?
Regards,
Bhadri M.
Similar Messages
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How to get the materials consumption data
Hi expert,
My requirement is to show the material ordered, material received,material consumption,material stock against project definition...
1. I got the materials ordered and material received against PO of that Project definition but they tell to show the materials got
from another sites for that project definition.
2. I have the mseg table for all datas for materials consumption and materials got from another sit e. i know only movement types and WBS
.if i fetch the data from mseg using movement type and WBS means its not working.i dono how to get the materials consumption
and materials got from another site.
They seeing an entires in cji3 based on movement type and storage location.so only i tried to fetch data from mseg table using movement type and WBS
but its not working.
please tell ur views to get the data .
Regards,
Rathishhi,
In MM module, one Tcode named MMBE will show you the material' information...
However, from your description, PS/MM will be involved.The cluster table MSEG does hold the data of transaction... -
Dear All,
We have purchased 10 Diff materials with with 4% VAT Cr & At the end of month my client will decide to avail the 80% VAT for only 4 materials and 20% wants to add into the material cost. It will be decided on the base of consumption of materials
For remaining 6 materials wants to avail credit of 100%. How to achieve this ?
Any idea
regds,
CBHello ,
As i understand , based on the consumption , the nature of the material is defined & hence subsequently it is decide whether the VAT on the material is deductible or Non deductible .
Unfortunately , your client will have to define at the time of procurement itself , if the VAT shud be deductible of non deductible .
This is so because , a tax/duty once levied will not change . A change wud ask for reversal of the entire procurement cycle.
Regards
Anis -
Clouds process consuming 100% of cpu
Whenever MBP is not able to connect to internet, the cloudd process consumes 100% cpu.
This is draining the battery in a very short time.
Internet connectivity, either lack there of or because of corp. firewall rules send this process into 100% consumption.
Only work around is to disable all items in iCloud control panel, which is painful for access and re-sync.
RobertDoes the it eventually recover on it's own? It's possible that the JVM is doing full garbage collection. How big is your max heap size? I suggest to add some garbage collection debugging in the JVM_OPTS to see if it is Java's garbage collection or not. Might as well check the heap too, to see if it's running our of memory.
Example;
-verbose:gc -XX:+PrintGCTimeStamps -XX:+PrintGCDetails -XX:+PrintTenuringDistribution -Xloggc:/tmp/gc.log -XX:+HeapDumpOnOutOfMemoryError -XX:HeapDumpPath=/tmp
Ron -
Transaction which will allow for viewing Receipts/Consumption (MRP)
Hello SAP Professionals,
I am trying to find a transaction that has a little bit of the following, MC.6, MC45 which I am trying to view by plant an entire list of Receipts/Issues or Consumptions by materials. This information would also have to include minimum order quantity if possible. Thank you.
Edited by: Anthony Ravenell on Jun 21, 2010 8:02 PMI believe that I found my answer within the transaction itself.
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How many materail consumption cost Element accounts i have to create
how many materail Cost elements are using in controlling
Hi
Raw materials consumed 1
Raw materials scrapped
Consumpt.-ext. mat. in quality control w/cost elem
Raw materials consumed 2
Raw mat.consumed/trading goods without cost elemnt
Raw material 1 purchase
Raw material 2 purchase
Sundry inventory consumed
Factory and operating supplies purchase
Operating supplies consumption
Consumables consumed
Packaging materials consumption
Packaging materials purchase
Office supply consumption
Office supply scrap
Own material consumption
Settlement assets under construction CO receiver
OEM products consumed
OEM products scrapped
Empties purchase
Empties return
External procurement costs
External procurement costs
CO Transfer postings
Electricity (fixed portion)
Electricity (variable portion)
Best Regards
Ashish Jain -
Standard consumption report & cost sheet
Dear Gurus,
I want to know what is the actual consumption v/s the standard consumption of materials and their respective values for all the orders processed on a given date. Is there a standard report for the same.
I also need to know how do I extract cost sheet on a periodic basis. All configuration has been made for the same. I just need to get the output now.Hi Priya
I am not very sure whether you can use cost sheet without configuring the Product cost planning. But if you want to apportion overheads through cost sheet in the process orders.
You have to assign the cost sheet in the Costing variant / Valuation variant under "overheads".
When you run the overheads calculation it debits the process orders and credit the cost center.
As far as i know there are no reports to get the cost sheet. You have to write a ABAP code or use report writer.
Regads,
suraj -
Budget Process (Linked the maintenance Order into Internal Order) in EAM
Dear Experts,
Scenario for Repair & Maintenance with only MM & FICO module live w.e.f. 2007 (PM not live)
Process Managed thru Internal Order (Order Type: RPMT)
Budget managed through Investment Management (IM); Budget is directly entered against the IO using transaction IM52
Scenario for Repair & Maintenance with only MM, FICO & PM module live (PM went live in 2010)
It was proposed to assign budget against each Maintenance Order. Since the number of maintenance orders being used is very high, it was decided to link the MO & IO so that budget will be assigned to the IO and when the MO is settled against the IO, the budget in IO can be deducted accordingly. The proposed process to assign budget in Internal Order against each Maintenance Order are given below-:
1.) In EAM process one can plan/procure material and External Services only when the Maintenance Order is created & released but practically it has to be planned long before any Maintenance Activity (Maintenance Order to be linked with the estimate so that PO can be created against the estimate).
2.) The no. of Maintenance Order generated in EAM Module is very large as Maintenance order is created for almost each and every maintenance activity. It is cumbersome to allocate the budget to each and every maintenance order. There should be a single estimate for maintenance activity (as in MM module) and that should be linked to maintenance order so that the actual cost of Indent/Service Entry Sheet can be deducted automatically from the estimate (Maintenance Order is to be linked with estimate).
3.) While doing return Indent the cost of return material is not being added to the maintenance order automatically (Maintenance Order is to be linked with estimate).
4.) If Material & External Services not planned in the maintenance order (estimate), the user must be able to do that through Internal Order (estimate), hence the Internal Order must be link to the Maintenance Order. They should able to record the planned & actual cost in the maintenance Order.
Process followed:
1.) Created Internal Order in KO01 for Repair & Maintenance Order Type
Assigned budget to Internal Order thru IM52
2.) Created PM order and assigned Internal order against Settlement Order in tab
u2018Locationu2019 and in Settlement Rule with 100%. In this Section attach the Internal
Order with selection type u2018ORDu2019.
3.) Released both orders and issue the Material for particular Operation and then
determine the Cost for material .After that performed MIGO for consumption of
materials.
4.) Settled the PM order in KO88.
Settlement process was successfully saved.
Problem faced:
After posting the goods movement (against each Maintenance Order) and settlement of the maintenance order against IO, we still find the budget assigned to the IO is not consumed/deducted.
1. Actual cost of maintenance is not reflected in the internal order
immediately. We have to run cost settlement (t-code KO88) for the
maintenance order each time the actual cost is incurred in the maintenance order.
2. Also in the case of return indent, the value of returned material is not directly
added to the available budget of internal order.
3. When the material is issued from store through the reservation generated by
maintenance order, system does not check for budget in the internal
order/maintenance order while issuing material from the store.
4. It must not be allowed to create reservation from the internal order of order type
RPMT.
5. In case of external service in the maintenance order, the unit of
measure in the requisition is set to u201CD (days)u201D by default. System does not allow
changing the unit of measure in the requisition (it should allow to change the unit
of measure or set the unit of measure u201CJOBu201D).
6.) When the material is issued from the store through reservation generated in
maintenance order, system does not check for budget in Internal Order
(estimate)/Maintenance Order while issuing material from store.
Thanks & Regards
Deepak SoniHi,
1. Actual cost of maintenance is not reflected in the internal order
immediately. We have to run cost settlement (t-code KO88) for the
maintenance order each time the actual cost is incurred in the maintenance order.
As per the standard system budgeting is done against the actual cost only. And until you settle your order the actual cost from
maint order are not getting transfered to IO. Once they are transfered system is checking for the budget.
2. Also in the case of return indent, the value of returned material is not directly added to the available budget of internal order.
This is similar to first point, when you return goods there will be negative cost on the order, this has to be settled until that system will not compare the IO budget with maintenance order actual cost.
3. When the material is issued from store through the reservation generated by maintenance order, system does not check for budget in the internal order/maintenance order while issuing material from the store.
The budget you have assigned is at IO, how can system will check the budget while issueing goods for maintenance order. We may have to develop or use some user exit over here. Which will trigger checking of budget from the settlement receiver IO for that maintenance order.
I think you may have to go for development. These are my observations from my experience.
Regards,
NNR -
Account posting for the GR of subcontract PO
Hi experts;
We have a special requirement about the account posting for the GR of subcontract PO, 3POP process is used here means we create the SO, PR is created automatically. then convert to PO (Account assignment 'E', subcontract PO) . Basically now when the account document is created upon GR of the PO (101 E for FGI, 543 O for Component), the posting is like below:
Itm PK CoCd Account Account short text Amount in LC LCurr Amount Crcy LC2 amount Trs
1 89 1000 792000 Finished goods inven 100.00 EUR 100.00 EUR BSX
2 96 1000 191100 Goods Rcvd/Invoice R 90.00- EUR 90.00- EUR WRX
3 91 1000 893010 Cost of goods sold 100.00- EUR 100.00- EUR BSV
4 86 1000 417001 Purchased services 90.00 EUR 90.00 EUR FRL
5 99 1000 300000 Inventory - Raw Mate 20.00- EUR 20.00- EUR BSX
6 81 1000 400020 Raw materials consum 20.00 EUR 20.00 EUR GBB
Then the requirement is that the line item 3,4 should be combined together and 10.00- value posted. (Maybe then the transaction is BSV or PRD?)
Anybody know how to fit this gap? kindly telll me. Appreciate!
Hoping for a positive & prompt responseHi Gaito,
Thanks! but this configuration is not the right one. This is for the different posting like below. But can't conbine BSV and FRL into together.
Posting schema without price differences:
Stock account FERT : 400 +
Stock change : 400 -
GR/IR clearing acct : 250 -
External service acct : 250 +
Compon. stock account : 100 -
Consumption account : 100 +
Posting schema with price differences:
Stock account FERT : 400 +
Stock change : 350 -
Price difference : 50 -
GR/IR clearing acct : 250 -
External service acct : 250 +
Compon. stock account : 100 -
Consumption account : 100 +
Regards
Jimmy -
G/L accounts updation in subcontracting process
Hi,
i request you provide details of G/L accounts while ;1) updation while we supply materials to vendor
2) while we recieve the finshed product.3) And while settlement to vendor.
Thanks & Regards,
Ramesh kumar.Hi,
If Material has Price Control as "V" (MAP)
(BSX) Stock A/c of Assembly - Dr
(BSV) Change in Subcon Stock - Cr
(FRL) Subcontracting Charges - Dr
(WRX) GR/IR Clearing A/c - Cr
(BSX) Stock A/c of Components - Cr
(GBB-VBO) Consumption A/c of Components - Dr
If Material has Price Control as "S" (Std. Price)
If Material is having Price Control as "S" then Price Difference A/c will also in picture.
This depends on configuration; SPRO > MM > Inventory Management and Physical Inventory > Goods Receipt > Price Differences for Subcontract Orders at Goods Receipt
Price Differences for Subcontract Orders at Goods Receipt
In this step, you configure for each valuation area whether price differences are generated for a Subcontract order at the time of a goods receipt if the manufactured material is managed at standard price and the standard price varies from the receipt value (externally performed service + value of components + delivery costs).
Example
Finished product: $400 (value at standard price)
Subcontract order:
o Ext. service : $250
o Components : $100
Posting schema without price differences:
Stock account FERT : 400 +
Stock change : 400 -
GR/IR clearing acct : 250 -
External service acct : 250 +
Compon. stock account : 100 -
Consumption account : 100 +
Posting schema with price differences:
Stock account FERT : 400 +
Stock change : 350 -
Price difference : 50 -
GR/IR clearing acct : 250 -
External service acct : 250 +
Compon. stock account : 100 -
Consumption account : 100 +
And cost center is mandatory for subcontracting process
the accounts for the BSX FRL and GBB-VOB needs the cost elements
Sometimes if you have freight the key FRN also gets used.
Edited by: venkatesh kumar on May 11, 2010 12:46 PM -
Fi Entries Documentation required
Dear Sap Gurus,
How the entries will get posted either in FI or Co for Cost of goods sold,cost of goods manufactured, Wip,Variance and Settlement. Can any one forward me the detail documentation on this to mail id [email protected]
Regards,
krishnaHi,
Good afternoon and greetings,
For Cost of Goods Sold...at the time of Outbound Delivery for a Sales Order using tcode VL01N, using the movement type 601 (configured in Tcode OMWB) the system passes the following entry
Dr. Cost of Goods Sold A/c
Cr. Inventory Account
For Cost of Goods Manufactured...at the time of doing confirmation for the production order using Tcode CO11N and MB31, the system would use Movementy Type 261 (configured in Tcode OMWB) for consumption of materials
Dr. Raw Material Stock A/c
Cr. Inventory - Raw Material A/c
the system would use MT101 for Tcode MB31 (configured in OMWB) and would do the following entry for goods receipt against Production Order
Dr. Stock - Finished Goods A/c
Cr. Manufacturing Output A/c
the addition of Consumption Account + Labour Charges = Cost of Goods Manufactured (this would also include Overheads)
For WIP...the production order is planned for 100 PC and you do a partial confirmation for 50 PC and goods issue for 25PC...the 25PC would be treated as WIP automatically by the system provided the production order is TECOed and WIP is calculated.
For Variance...the system would compare the planned cost vs actual cost for a production order and would calculate the variance.
For Settlement...the system would pass an accounting entry for the variance calculated in the previous step as below
Dr. / Cr. Production Variance Account
Cr. / Dr. Manufacturing Output Account
Please reward points if found useful
Thanking you
With kindest regards
Ramesh Padmanabhan -
Add the budget profile in the order type Maintenance Order
Dear Experts,
Scenario for Repair & Maintenance with only MM & FICO module live w.e.f. 2007 (PM not live)
Process Managed thru Internal Order (Order Type: RPMT)
Budget managed through Investment Management (IM); Budget is directly entered against the IO using transaction IM52
Scenario for Repair & Maintenance with only MM, FICO & PM module live (PM went live in 2010)
It was proposed to assign budget against each Maintenance Order. Since the number of maintenance orders being used is very high, it was decided to link the MO & IO so that budget will be assigned to the IO and when the MO is settled against the IO, the budget in IO can be deducted accordingly. The proposed process to assign budget in Internal Order against each Maintenance Order are given below-:
1.) In EAM process one can plan/procure material and External Services only when the Maintenance Order is created & released but practically it has to be planned long before any Maintenance Activity (Maintenance Order to be linked with the estimate so that PO can be created against the estimate).
2.) The no. of Maintenance Order generated in EAM Module is very large as Maintenance order is created for almost each and every maintenance activity. It is cumbersome to allocate the budget to each and every maintenance order. There should be a single estimate for maintenance activity (as in MM module) and that should be linked to maintenance order so that the actual cost of Indent/Service Entry Sheet can be deducted automatically from the estimate (Maintenance Order is to be linked with estimate).
3.) While doing return Indent the cost of return material is not being added to the maintenance order automatically (Maintenance Order is to be linked with estimate).
4.) If Material & External Services not planned in the maintenance order (estimate), the user must be able to do that through Internal Order (estimate), hence the Internal Order must be link to the Maintenance Order. They should able to record the planned & actual cost in the maintenance Order.
Process followed:
1.) Created Internal Order in KO01 for Repair & Maintenance Order Type
Assigned budget to Internal Order thru IM52
2.) Created PM order and assigned Internal order against Settlement Order in tab
u2018Locationu2019 and in Settlement Rule with 100%. In this Section attach the Internal
Order with selection type u2018ORDu2019.
3.) Released both orders and issue the Material for particular Operation and then
determine the Cost for material .After that performed MIGO for consumption of
materials.
4.) Settled the PM order in KO88.
Settlement process was successfully saved.
Problem faced:
After posting the goods movement (against each Maintenance Order) and settlement of the maintenance order against IO, we still find the budget assigned to the IO is not consumed/deducted.
1. Actual cost of maintenance is not reflected in the internal order
immediately. We have to run cost settlement (t-code KO88) for the
maintenance order each time the actual cost is incurred in the maintenance order.
2. Also in the case of return indent, the value of returned material is not directly
added to the available budget of internal order.
3. When the material is issued from store through the reservation generated by
maintenance order, system does not check for budget in the internal
order/maintenance order while issuing material from the store.
4. It must not be allowed to create reservation from the internal order of order type
RPMT.
5. In case of external service in the maintenance order, the unit of
measure in the requisition is set to u201CD (days)u201D by default. System does not allow
changing the unit of measure in the requisition (it should allow to change the unit
of measure or set the unit of measure u201CJOBu201D).
6.) When the material is issued from the store through reservation generated in
maintenance order, system does not check for budget in Internal Order
(estimate)/Maintenance Order while issuing material from store.
7.) My first problem is every time running the cost settlement(KO88) is maindetory.Without running cost settlement, How we can settle the actual amount of MO with IO (Estimate budget).
2.) As you know that I have assigned the budget in IO.How system will check the budget while issuing the goods for maintenance order.So will please tell me that which user-exit is used over here.
Thanks & Regards,Hi Deepak1103,
Well, obviously you will have to settle the costs incurred at the maintenance order. The internal order should be mentioned in the settlement order field in the location tab of the maintenance order. What you can do is to ask your ABAP person to activate this enhancement IWO10004: Maintenance order: Customer check for order completion, use the CAUFVD structure to get the internal order number, then use the BAPI BAPI_INTERNALORDER_GETDETAIL and pass the details to the function module BBPG_BUDGET_CHECK and check the actual cost against the required budget. In case of a conflict raise an error other wise run the function module CK_F_IH_ORDER_SETTLE to settle the costs of the maintenance order to the internal order. Budget would also be consumed and you can verify the same in S_ALR_87013019.
Regards,
Muhammad Usman Kahoot -
Hello!!
I have a question on how the scrap is posted in MFBF transaction.
If we make 1000 units of a finished goods and 100 of them are scrap. In the MFBF transaction we can do the backflush for 1000 units first, this will leave 1000 units of finished good inventory and also system goods issues the finished goods BOM components. Then when i go in to record scrap for 100 units, system is only goods issuing on the BOM components and it is not reducing the finished good inventory by 100. How to handle this? We want to see 900 units in the finished good inventory.
Bottom line is, business wants to know both the gross units and the scrap for the finished goods.
Also, there is only one scrap movement 551 defined in the MFBF transaction, is there a way to have multiple scrap movements. We wanted to track multiple scraps with different movements depending on when it occurs during the production cycle.
Thank you in advance...Hello,
You can maintain operation scrap, component scrap or assembly scrap and capture the extra goods movement. But this will increase consumption of materials where scrap is maintained. And you get report in terms of the total value (amount) but not in quantity.
What you can do is maintain scrap as one more material in BOM of FG with negative quantity. as by product.
When you backflush, system will list all materials being consumed along with scrap quantity calcuated with reff. to BOM quantity and total FG production qunatity. If you feel that scrap generated is different then you can change the quantity also here. You can define different store location to recieve the scrap quantity.
For Scrap movement type is 551 which is used in REM Profile.
Hope the information is useful
regards -
Hi Gurus,
Where can i cofigure Service material(LEIH) to activity types in CS?
Quick help will be appreciated.
Regards,
Vikasdear vikas
Customer Service (CS)
Contents
Customer Service (CS)..................................................................................8
Overview...................................................................................................................................9
Customer Service (CS) in IDES.............................................................................................10
Introduction........................................................................................................................11
Organization.......................................................................................................................12
Characteristic Values and Special Features.......................................................................14
Note for IDES Processes in the Customer Service Area....................................................18
Service Processing................................................................................................................19
Selling a Serialized Product and Creating an Equipment Master Record........................20
Data Used During This Process..........................................................................................21
Creating a Sales Order for a Serialized Product.................................................................22
Creating a Delivery..............................................................................................................23
Creating a Billing Document................................................................................................25
Checking the Sales Document Flow (Optional)..................................................................26
Creating the Equipment Data..............................................................................................27
Related IDES Processes.....................................................................................................29
Service Management - Spare Part Delivery.........................................................................30
Data Used During This Process..........................................................................................31
Creating a Service Notification and a Spare Parts Order...................................................32
Creating a Spare Parts Order.............................................................................................34
Creating the Billing Document............................................................................................35
Performing a Service Order and Billing...............................................................................36
Additional Process Information...........................................................................................38
Data Used During This Process..........................................................................................41
Creating the Initial Situation................................................................................................42
Entering a Problem Notification and Creating a Service Order..........................................43
Processing a Service Order................................................................................................45
Confirming a Service Order.................................................................................................47
Creating a Billing Request (Resource-Related Billing).......................................................50
Creating a Billing Document................................................................................................52
Settling and Completing the Service Order.........................................................................53
Displaying Line Items in Profitability Analysis.....................................................................55
Displaying a CS Report in Profitability Analysis..................................................................57
Returns and Repair Processing............................................................................................59
Additional Process Information...........................................................................................60
Data used during this Process............................................................................................63
Activating the QM Check.....................................................................................................64
Creating the Service Notification and the Repair Request.................................................66
Posting the Goods Receipt of a Piece of Equipment to be Repaired.................................68
Processing the Technical Check.........................................................................................70
Displaying the Repair Request and the Service Order.......................................................71
Editing the Service Order....................................................................................................72
Processing and confirming the Service Order....................................................................73
Technically Completing the Service Order..........................................................................76
Delivering the Repaired Piece of Equipment......................................................................78
Creating the Billing Request................................................................................................79
Invoicing the Repair Request..............................................................................................80
4 April 2001
SAP AG Customer Service (CS)
Settling and Completing the Service Order.........................................................................81
Analyzing the Result of the Repair request.........................................................................83
Deactivating the QM Check................................................................................................84
Creating a Service Order from a Sales Order......................................................................85
Additional Process Information...........................................................................................86
Data Used During This Process..........................................................................................88
Entering a Customer Notification and Creating a Service Order........................................90
Setting an Service Order to.................................................................................................93
Processing the Service Order.............................................................................................95
Settling the Service Order...................................................................................................98
Invoicing the Sales Order....................................................................................................99
Analyzing the Cost Report in the Sales Order..................................................................100
Settling the Sales Order....................................................................................................101
Analyzing Line Items in the Financial Statement..............................................................102
Processing Telephone Calls in a Call Center....................................................................104
Data Used During This Process........................................................................................105
Preparations: Assigning the CIC Profile............................................................................106
Preparation: Defining the Work Center.............................................................................108
Processing a Customer Call (Variant A)...........................................................................109
Processing a Customer Call (Variant B)...........................................................................112
Service Contracts.................................................................................................................114
Processing Service Contracts with Periodic Billing.........................................................115
Data Used During This Process........................................................................................116
Creating and Delivering Sales Orders..............................................................................117
Creating the Equipment Master Record............................................................................120
Creating Service Contracts for Maintenance of Customer Equipment.............................122
Maintaining Price Agreements in the Service Contract....................................................123
Service Processing and Resource-Related Billing (optional)...........................................124
Performing Periodic Billing Document..............................................................................125
Settlement of Service Contracts.......................................................................................127
Creating Service Contracts (Nonconfigurable).................................................................129
Creating Service Contracts with a Configurable Service Package...................................131
Creating Service Contracts with a Preconfigured Service Package.................................133
Displaying Line Items in Profitability Analysis...................................................................135
Displaying a CS Report in Profitability Analysis................................................................137
Service Processing and Resource-Related Billing with a Service Contract..................139
Data Used During This Process........................................................................................140
Creating a Service Order from a Notification....................................................................141
Assigning Components and Releasing a Service Order...................................................144
Posting Goods Issues for a Service Order........................................................................145
Confirming a Service Order...............................................................................................146
Creating a Billing Request.................................................................................................147
Creating a Billing Document from a Billing Request.........................................................149
Settling the Costs of the Service Order to the Service Contract.......................................150
Spare Parts Delivery with a Service Contract...................................................................153
Additional Process Information.........................................................................................154
Data Used During This Process........................................................................................155
Creating a Service Notification and a Spare Parts Order.................................................156
Creating a Spare Parts Order...........................................................................................158
Creating the Billing Document..........................................................................................159
Controlling...........................................................................................................................160
April 2001 5
Customer Service (CS) SAP AG
Controlling for Services.......................................................................................................162
Additional Process Information.........................................................................................164
Data Used During This Process........................................................................................165
Displaying a CS Report in Profitability Analysis................................................................166
Displaying Line Items........................................................................................................168
Executing an Existing Report in Profitability Analysis and Getting to Know Reporting Functions.....................................................................................................................169
Additional Process Information...............................................................................170
Data Used During This Process.............................................................................171
Setting Up Parameters in Your User Profile...........................................................172
Selecting a Report in CO-PA..................................................................................173
Drilling Down to the Lowest Level (Including Line Item Detail)..............................175
Line Item Analysis (Including Integration with MM and SD)...................................179
Report-Report Interface..........................................................................................181
Displaying Attributes...............................................................................................182
Hit Lists...................................................................................................................183
Changing the Report Currency...............................................................................184
Displaying and Creating Exceptions.......................................................................185
Workflow in Customer Service...........................................................................................187
Workflow - Service Management........................................................................................188
Additional Process Information.........................................................................................189
Data Used During This Process........................................................................................190
Logging the Service Notification.......................................................................................191
Processing and Completing the Service Notification........................................................192
6 April 2001
SAP AG Customer Service (CS)
April 2001 7
Customer Service (CS) SAP AG
Customer Service (CS)
Customer Service (CS)
Overview
Customer Service (CS) in IDES
Service Processing
Selling a Serialized Product and Creating an Equipment Master Record
Service Management - Spare Part Delivery
Performing a Service Order and Billing
Returns and Repair Processing
Creating a Service Order from a Sales Order
Processing Telephone Calls in a Call Center
Service Contracts
Processing Service Contracts with Periodic Billing
Service Processing and Resource-Related Billing with a Service Contract
Spare Parts Delivery with a Service Contract
Controlling
Controlling for Services
Workflow in Customer Service
Workflow - Service Management
8 April 2001
SAP AG Customer Service (CS)
Overview
Overview
Customer Service (CS) in IDES
April 2001 9
Customer Service (CS) SAP AG
Customer Service (CS) in IDES
Customer Service (CS) in IDES
The following documentation displays the organization of the Customer Service in IDES as well as the embedding of this service organization into the complete IDES enterprise. Above that, you will get an overview on the characteristics and specifications of the Customer Service module within IDES.
Introduction
Organization
Characteristic Values and Special Features
Note for IDES Processes in the Customer Service Area
10 April 2001
SAP AG Customer Service (CS)
Introduction
Introduction
The IDES AG produces PC workstations for use in commercial or technical areas. The enterprise offers services for these products (installation, maintenance, repair). For some customers, the service agreements are determined via service contracts. Other customers, however, order services individually. The service measures are carried out either in the IDES service plant or at the customer location.
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Customer Service (CS) SAP AG
Organization
Organization
Planning Plant
The workstations are produced in the Dresden plant (1200) of the IDES AG (production plant). This plant is responsible for the planning and preparation of service measures (maintenance planning plant). The service measures are also executed in plant 1200.
Plant
Description
1200
Dresden
Work Center
Service technicians are collected into service groups using work places.
Work center
Description
Assigned Technician (personnel number)
PC-SERV
TS technician north (DE)
1522, 1523,1525, 1528, 1529
PC-SERVS
TS technician south (DE)
1504, 1505, 1500
PC-REP
Repair center
1955, 1956
PC-HELP
Help desk
1957, 1958
Planner Groups
There are three planner groups in the service plant that are responsible for materials planning for the work centers.
Planner group
Description
200
Service north
201
Service south
202
Repair service
Sales Organization in the Service Area
The sale of services and spare parts is handled by sales organization 1000. All sales activities in the service area are represented in this sales organization through an individual distribution channel. Sales in IDES occur across divisions through division 00. The following table lists the combinations of sales organization, distribution channel, and division that represent the sales area. This is used to enter all contracts, replacement part orders and other sales orders in the service area.
Organizational Unit
Key
Description
Sales organization
1000
Germany
Distribution channel
14
Service
Division
00
Cross-divisional 12 April 2001
SAP AG Customer Service (CS)
Organization
Integration with Financial Accounting
Service plant 1200 is assigned to company code IDES AG. Within this company code, the service represents its own business area. The service objects are assigned to this company code and business area. This assignment is transferred to a service order for this object. For service contracts, replacement part orders, and other sales orders, business area 8000 is derived from the sales area 1000/14/00.
Organizational Unit
Key
Description
Company code
1000
IDES AG
Business area
8000
External service
Integration with Controlling
Company code 1000 belongs to controlling area 1000 (Europe). From the Profitability Analysis perspective, this controlling area belongs to operating concern IDEA.
Organizational Unit
Key
Description
Controlling area
1000
CO Europe
Operating concern
IDEA
Operating concern IDES global
Integration with Materials Management
From the Materials Management perspective, all materials used for service measures are administered in plant 1200. Replacement parts and external services are procured via sales organization 1000.
Organizational Unit
Key
Description
Plant
1200
Dresden
Warehouse
0001;
1500 to 1507
Material storage;
Service vehicles 1 to 8
Purch. organization
1000
IDES Germany
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Customer Service (CS) SAP AG
Characteristic Values and Special Features
Characteristic Values and Special Features
Service Customer
IDES provides services for external customers. Long-term contracts exist for specific customers to process the service agreements.
Customer number
Name
Service contracts
1032
Institute for Environmental Studies
Yes
1034
ERL Freiburg
Yes
1171
Hitech AG
No
1172
CBD Computer Based Design
Yes
1177
Computer Competence Center AG
No
2141
Jaspers Computer
Yes
Service Objects
Equipment
IDES uses equipment as technical reference objects for services. An equipment master record exists for each workstation delivered to a customer. This means that each work station is an individual, physical object, which is viewed individually from the service perspective. The equipment master record also has serialization data (a unique combination of material number and serial number). This ensures that the equipment is also recorded for stock purposes as a serialized material.
Functional Locations
The equipment delivered to the customer is included in a functional location. The functional locations are used to organize the customers company structure according to functional and spatial viewpoints. Assuming that a hierarchical structure exists, the following list shows the highest level of the relevant location hierarchy.
Functional Locations
Description
1171
Hitech
1172
CBD Computer Based Design
1177
Computer Competence Center AG
1032
Institute for Environmental Studies
1034
ERL Freiburg
2141
Jaspers Computer
14 April 2001
SAP AG Customer Service (CS)
Characteristic Values and Special Features
Bills of Materials
The BOM of this material is used to describe the structure of the service object. This material BOM is indirectly assigned to each equipment through the construction type entered in the equipment master record. The BOM is also used to enter components and spare parts in Service Management.
The following list describes the BOM of material R-1001:
Material
Description
R-1001
Maxitec R-3100 Personal Computer
Component
Description
R-1111
Main circuit board 3100
R-1120
Cable 220/235 V with safety plug
R-1130
Keyboard, English international
R-1140
PAQ screen, 17, color
R-1150
Floppy disk drive, 3.5, HD
R-1160
Hard disk, 4.3 GB
R-1170
Slimline PC casing
Service Products
The services provided by IDES are described as service products using a product master record. In those cases in which the characteristic attributes of the given service have varying characteristics, the services are offered as either configurable or pre-configured products.
The following list shows the material numbers of the service products used in the IDES services:
service product
Description
Comment
HOTLINE_SERVICE
Hotline service
Configurable
HOTLINE_SERVICE_A
Hotline service package A (Mo-Fr/3h)
Pre-configured
HOTLINE_SERVICE_B
Hotline service package B (24h/3h)
Pre-configured
PC_SERVICE_CONF
PC Service
Configurable
PC_SERVICE_CONF
PC Service plus
Pre-configured
REPAIR_SERVICE
Desktop repair service
INSPECTION_SERVICE
Inspection service
Configurable
SM-PCREP
PC repair
SM-NETINST
Network installation
Configurable
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Customer Service (CS) SAP AG
Characteristic Values and Special Features
Service Contracts
IDES contains all the service contracts listed in the table below. The table lists the customer number and the characteristic attributes of each contract. The technical reference object of the contracts is the functional location. Provided that a location hierarchy exists, the highest level of this hierarchy is the reference object. The contract therefore comprises all equipment included in a functional location of the customer.
Document number
Customer
Characteristic attribute
40000073
1032
Configurable service product
Transfer from response profile and service profile to service notifications
Variant conditions
Price agreement in the form of a percentage discount for individual spare parts
Reference object = functional location 1032
40000074
1034
Configurable service product
Transfer from response profile and service profile to service notifications
Variant conditions
Price agreement in the form of a percentage discount for individual spare parts
Reference object = functional location 1034
40000075
1172
Pre-configured service product
Transfer from response profile and service profile to service notifications
Price agreement in the form of a percentage discount for the material group spare parts and for individual spare parts; Condition exclusion for transfer to spare parts orders or for resource-related billing
Reference object = functional location 1172
40000076
2141
Simple service product
Price agreement in the form of a 100 % discount for the material group spare parts
Reference object = functional location 2141
16 April 2001
SAP AG Customer Service (CS)
Characteristic Values and Special Features
Periodic Billing and Settlement
The service contracts available in IDES are billed and settled monthly by job processing. This automated periodic billing and settlement ensures that the sales information system and Profitability Analysis are continually supplied with data from Service Management.
The billing and settlement is executed by the jobs SM_01 and SM_02, which are automatically started by the system at the beginning of each month with the user name IDADMIN (see System → Services → Jobs → Job Overview).
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Customer Service (CS) SAP AG
Note for IDES Processes in the Customer Service Area
Note for IDES Processes in the Customer Service Area
Each IDES process in the area of Customer Service can be executed using data existing in the system, independently from other processes. The sequence of the processes, however, also enables you in some processes to use data that you created in a preceding process. If this is the case, the accompanying process documentation describes both possibilities.
In the process for the controlling of services, the report displays current data even if the preceding processes have not yet been executed. This is because the service contracts in IDES are billed and settled automatically each month.
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SAP AG Customer Service (CS)
Service Processing
Service Processing
Selling a Serialized Product and Creating an Equipment Master Record
Customer Service - Spare Part Delivery
Performing a Service Order and Billing
Returns and Repair Processing
Creating a Service Order from a Sales Order
Processing Telephone Calls in a Call Center
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Customer Service (CS) SAP AG
Selling a Serialized Product and Creating an Equipment Master Record
Selling a Serialized Product and Creating an Equipment Master Record
Purpose
The customer orders a personal computer. During outbound delivery, serial numbers are used to determine which individual units of the material are to be delivered to the customer. IDES uses equipment as the technical reference object for service processing. This means that you need to create additional equipment data following the outbound delivery to a customer.
Process Flow
You can find the data for this process under .
1. Creating a Sales Order for a Serialized Product
2. Creating a Delivery
3. Creating a Billing Document
4. Checking the Sales Document Flow (Optional)
5. Creating the Equipment Data
6. Related IDES Processes
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SAP AG Customer Service (CS)
Data Used During This Process
Data Used During This Process
Field
Data
Description
Order type
TA
Order type (SD)
Sales organization
1000
Sales organization (SD)
Distribution channel
10
Distribution channel (SD)
Division
00
High-tech division (SD)
Sold-to party
1171
Customer number
Material
R-1001
Desktop Computer
Plant
1200
Warehouse number
012
Warehouse Dresden / Atlanta
Business area
8000
Business area
Maintenance planning plant
1200
Planning Plant (PM)
Maintenance plant
1200
Maintenance Plant (PM)
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Customer Service (CS) SAP AG
Creating a Sales Order for a Serialized Product
Creating a Sales Order for a Serialized Product
1. Call up the transaction as follows:
Menu Path
Logistics → Sales and Distribution → Sales → Order → Create
Transaction Code
VA01
2. Enter the following data:
Field
Data
Order type
TA
Sales organization
1000
Distribution channel
10
Division
00
3. Choose .
4. Enter the following data:
Field
Data
Sold-to party
1171
Purch. order no.
TA-1171-SM
Req. deliv. date
Current date + 7 working days
Material
R-1001
Order quantity
2
5. Choose .
6. In the dialog, box choose .
The system produces a BOM explosion. This generates additional items which serve as an explanation.
7. Choose the Shipping tab page, and note the material staging date of the first item.
8. Choose .
9. Make a note of the sales order number.
10. Choose until the overview tree appears.
11. In the dialog box, choose No.
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SAP AG Customer Service (CS)
Creating a Delivery
Creating a Delivery
1. Call up the transaction as follows:
Menu Path
Logistics → Sales and Distribution → Shipping and Transportation → Outbound Delivery → Create → Single Document → With Reference to Sales Order
Transaction Code
VL01N, LT03
2. Enter the following data:
Field
Data
Shipping point
1200
Selection date
Material staging date
Order
Sales order number
From item
No entry
To item
No entry
3. Choose .
You now see the overview screen for the delivery document.
4. Select the first item, then choose Extras → Serial numbers.
The Maintain Serial Numbers dialog box appears.
5. Choose .
6. In the Serial number selection screen area, enter the following data:
Field
Data
Plant
1200
Storage location
0001
7. Choose .
The system produces a list of serial numbers occurring in the specified plant and storage location.
8. Select the first two entries in the list, then choose .
9. Make a note of the selected serial numbers.
10. Choose .
11. Choose Subsequent functions → Create transfer order.
12. In the dialog box, choose Yes.
13. Enter the following data:
Field
Data April 2001 23
Customer Service (CS) SAP AG
Creating a Delivery
Warehouse number
012
Plant
1200
Delivery
Proposed by the system
Foreground/Background
Background
Adopt picking quantity
2
14. Choose .
15. Note the delivery number.
The system creates a transfer order for picking the delivery quantities. The option 2 (Adopt picking quantity) means that the goods issue is posted immediately for that delivery.
16. Choose until the overview tree appears.
24 April 2001
SAP AG Customer Service (CS)
Creating a Billing Document
Creating a Billing Document
1. Call up the transaction as follows:
Menu Path
Logistics → Sales and Distribution → Billing → Billing Document → Create
Transaction Code
VF01
2. Enter the following data:
Field
Data
Document
Your delivery number
3. To display the overview of the billing item, choose .
4. To create the billing document, choose .
You see the number of the new billing document. The system posts the corresponding accounting documents in the background.
5. Choose until the overview tree appears.
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Customer Service (CS) SAP AG
Checking the Sales Document Flow (Optional)
Checking the Sales Document Flow (Optional)
1. Call up the transaction as follows:
Menu Path
Logistics → Sales and Distribution → Sales → Order → Display
Transaction Code
VA03
2. Enter the following data:
Field
Data
Order
Your sales order number
3. Choose .
You now see the document flow for all documents involved in this sales process. To display any of the documents, position your cursor on the relevant line, then choose Display document.
4. Choose until the overview tree appears.
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SAP AG Customer Service (CS)
Creating the Equipment Data
Creating the Equipment Data
Use
When the PC has been delivered to the customer, you create equipment data for the individual items.
Procedure
1. Call up the transaction as follows:
Menu Path
Logistics → Customer Service → Technical Objects → Serial Numbers → List Editing → Change
Transaction Code
IQ08, IQ02
2. Enter the following data:
Field
Data
Material
R-1001
Current customer (in the Serial number selection screen area)
1171
3. To start the serial number selection, choose .
4. Select the serial numbers you have noted.
5. Choose .
6. Choose Equipment view.
You can also maintain the equipment data.
7. Choose the Sales and Distribution tab page.
8. Enter the following data:
Field
Data
Sales org.
1000
Distrib. channel
14
Division
00
9. Choose the Organization tab page.
10. To confirm possible warning messages, choose .
11. Enter the following data:
Field
Data
Company code
1000
Business area
8000
Planning Plant
1200
Planning group
200
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Customer Service (CS) SAP AG
Creating the Equipment Data
Main WorkCtr
PC-SERV / 1200
Catalog profile
PC
12. Choose .
13. To confirm possible warning messages, choose .
14. Choose .
You can now process the second serial number. Make the same entries for this serial number.
15. Choose until the overview tree appears.
28 April 2001
SAP AG Customer Service (CS)
Related IDES Processes
Related IDES Processes
You could now continue with one of the following business processes:
1. Customer Service - Spare Part Delivery
2. Processing a Service Order and Billing
3. Returns and Repair Processing
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Service Management - Spare Part Delivery
Service Management - Spare Part Delivery
Purpose
The customer reports a damaged part on a piece of equipment. The information about the equipment, customer, and damage is stored in a service notification. The object information screen displays the structure of the equipment (material number of the spare parts).
A sales order is generated directly from the notification and processed when the spare part information is entered. When the notification is saved, the sales order is also saved in the background.
Process Flow
You can find the data for this process under .
1. Creating a Service Notification and a Spare Parts Order
2. Creating a Spare Parts Order
3. Creating a Billing Document
Instead of working with the defaulted equipment number, you can also create your own equipment number if you first run the process Selling a Serialized Product and Creating an Equipment Master Record .
30 April 2001
SAP AG Customer Service (CS)
Data Used During This Process
Data Used During This Process
Field
Data
Description
Warehouse number
012
Warehouse Dresden or Atlanta
Plant
1200
Plant of the model company
Material number
R-1001 R-1120
Desktop Computer cable / spare part
Sales organization
1000
Sales organization (SD)
Distribution channel
14
Distribution channel (SD)
Division
00
Division (SD)
Sold-to party
1171
Customer number
Equipment
10003562 or equipment from previous process
Equipment (PM)
Planning plant
1200
Planning plant (PM)
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Customer Service (CS) SAP AG
Creating a Service Notification and a Spare Parts Order
Creating a Service Notification and a Spare Parts Order
1. Call up the transaction as follows:
Menu Path
Logistics → Customer Service → Service Processing → Notification → Create (Special) → Problem Notification
Transaction Code
IW54
2. Enter the following data:
Field
Data
Equipment
10003562 or equipment from previous process 3. Choose .
4. Choose the Contact person address tab page.
5. Enter the following data:
Field
Data
Description (notification)
Defective cable, replacement required.
Contact person
Choose a contact person using the F4 help
You access the list of contact persons by positioning your cursor in the second entry field of the Contact person line and choosing the F4 help button.
In the Hit List dialog box, position your cursor on a contact person and choose .
6. Choose .
7. To check the object information for your equipment, in the Reference object section, choose .
8. In the Object Information dialog box, choose (Obj. Display section).
The system displays information about spare parts that you can use for your object.
9. To return the to the Create Service Notification: Service Notification screen, choose , then choose.
10. To create the spare parts order for the customer equipment directly from the service notification, choose Service notification → Create sales order → Standard.
11. Enterr the following data:
Field
Data
Purch. order no.
ERS-1171-SM
Material
R-1120
Order quantity
1
32 April 2001
SAP AG Customer Service (CS)
Creating a Service Notification and a Spare Parts Order
12. Choose .
13. Choose the Shipping tab page and note the material availability date.
14. Choose .
15. Choose .
The system saves the notification and the sales order. Make a note of the notification and sales order numbers.
16. Choose until the overview tree appears. In the dialog box, choose No.
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Customer Service (CS) SAP AG
Creating a Spare Parts Order
Creating a Spare Parts Order
1. Call up the transaction as follows:
Menu Path
Logistics → Sales and Distribution → Shipping and Transportation → Outbound Delivery → Create → Single Document → With Reference to Sales Order
Transaction Code
VL01N, LT03
2. Enter the following data:
Field
Data
Shipping point
1200
Selection date
Material availability date
Order
Number of your order
From item
No entry required
To item
No entry required
3. Choose .
4. Choose Subsequent functions → Create transfer order.
5. In the dialog box, choose Yes.
6. Enter the following data:
Field
Data
Warehouse number
012
Plant
1200
Delivery
Proposed by the system
Foreground/background
Background
Adopt pick. quantity
2
7. Choose .
The system creates a transfer order for picking the delivery quantity. The option 2 (Adopt picking quantity) means that the goods issue is posted immediately for that delivery.
8. Note down your delivery number.
9. Choose until the overview tree appears.
34 April 2001
SAP AG Customer Service (CS)
Creating the Billing Document
Creating the Billing Document
1. Call up the transaction as follows:
Menu Path
Logistics → Sales and Distribution → Billing → Billing Document → Create
Transaction Code
VF01
2. Enter the following data:
Field
Data
Document
Your delivery number
3. To display the overview of the billing items, choose .
4. Choose .
The system posts the corresponding accounting documents in the background.
5. Choose until the overview tree appears.
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Customer Service (CS) SAP AG
Performing a Service Order and Billing
Performing a Service Order and Billing
Purpose
In response to a problem notification, a service order is created for the repair of an installed equipment at the customer site. After completion of the service order, the repair is billed to the customer.
You can find more information about this process under .
Process Flow
You can find the data for this process under .
1. Creating the Initial Situation
2. Entering a Problem Notification and Creating a Service Order
3. Processing a Service Order
4. Confirming a Service Order
5. Creating a Billing Request (Resource-Related Billing)
6. Creating a Billing Document
7. Settling and Completing the Service Order
8. Displaying Line Items in Profitability Analysis
9. Displaying a CS Report in Profitability Analysis
Instead of working with the default equipment number, you can also create your own equipment number if you first run the Selling a Serialized Product and Creating an Equipment Master Record process.
36 April 2001
SAP AG Customer Service (CS)
April 2001 37
Customer Service (CS) SAP AG
Additional Process Information
Additional Process Information
The following, additional information is aimed at IDES users who are already with familiar with Customizing for the application components CS (Customer Service) and SD (Sales and Distribution). The aim is to show the billing of a service order from a Customizing perspective using the data contained in this process. Because this text refers to this IDES demo, you should read it after completing the process flow.
Dynamic Item Processor Profile (DIP Profile)
Derivation of Sales Materials
When you execute the service order, costs are incurred due to internal activities, external activities, or material consumption. These costs are posted to the service order, where they form the basis for a billing request. The service order is billed to the customer using the billing document generated by the billing request. The cost data of the order are converted to billing request items through dynamic items. These dynamic items are created when the billing request is generated. You copy information from the service order. The R/3 System uses this information to generate the billing request items. The rules for structuring the dynamic items and for converting these items into material numbers for the billing request items are defined) in Customizing using the dynamic item processor profile (DIP profile).
You also use Customizing to determine that DIP profile 00000001 is the automatic default for service order type SM02, which was used to create the service order in this IDES process.
(see SAP Reference IMG: 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).
In this IDES process, order costs are incurred due to two activity confirmations with activity type 1410 for cost center 4100, and due to the consumption of materials R-1150 and R-1160. The rules of the DIP profile 00000001 are explained based on this information.
(see SAP Reference IMG: Plant Maintenance and Customer Service → Maintenance and Service Processing → Basic Settings → Quotation Creation and Billing for Service Orders → Profiles for Quotation Creation, Billing, Results Analysis).
When creating the billing request, the system takes the entries for usage 1 (that is, billing and calculation of profits).
On the level Sources, it has been defined for this use that source 0001 (that is, actual costs line items) is evaluated for the creation of dynamic items.
The line items created due to the first activity confirmation contains the information that the costs were incurred under activity type 1410 in cost center 4100. On the level Characteristics, the characteristics cost center and activity type has been marked as relevant for usage 1. Thus, the system copies activity type 1410 and cost center 4100 from the line item to the dynamic item. They can now be used for further processing. Both characteristics are used to derive a material for the billing request (see indicator Material determination). With regard to the characteristics relevant for the creation of a dynamic item, the line item of the second activity confirmation is identical to the first line item. The system therefore creates one common dynamic item for both line items that displays the sum of the costs incurred.
On the level Material determination, the system lists the material SM-REPHOUR. It is therefore one of the materials intended for transfer to a billing request item.
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SAP AG Customer Service (CS)
Additional Process Information
On the Criterion level, it has been defined that this material is derived from the criteria cost center and activity type. The criterion cost center is met if the cost center of the dynamic item corresponds to a value of set SM-CC1. The set SM-CC1 contains the cost center 4100.
(see: Accounting → Financial Accounting → Special Purpose Ledger → Tools → Set maintenance → Sets → Display).
The criterion Activity type is met if the activity type of the dynamic item corresponds to a value of set SM-AT1. Set SM-AT1 contains the value 1410. Both criteria have been met in this example. The material number SM-REPHOUR is therefore allocated to the dynamic item.
The line item created due to the withdrawal of material R-1150 contains, for example, information about the cost element and the material number. The characteristic Cost element and Material are relevant for the creation of dynamic items and are therefore copied to the dynamic item. The characteristic Cost element is used for material determination. On the level Material determination you will find an entry without a material number where the indicator Direct material is set. This indicator ensures that the R/3 System assigns the material contained in the line item to the dynamic item. On the level Criteria, it is defined that this type of assignment only occurs if the line item was posted to the cost element in the set CO-PC-MAT. This set comprises the cost elements used to post material consumption. In this example, the withdrawal of material R-1150 was posted under cost element 410000. This cost element belongs to the cost element set CO-PC-MAT. This means that the criteria for the material determination have been fulfilled, and that the material R-1150 contained in the line item is transferred to the dynamic item.
The line items for the consumption posting of material R-1160 leads to a separate dynamic item as the characteristic Material has a different value. The material determination is processed according to the same logic described above.
Billing Form
The billing form for the service order decides whether the order is billed as flat rate or resource-related. To make this distinction, information about the billing form must be available when the billing request is created. For this reason the billing form is selected as a relevant characteristic.
Product
The characteristic Product is marked as relevant for further processing. This control data is a prerequisite for copying a service product specified in the service order to the billing request.
Accounting Indicator
When posting the material consumption for material R-1150, the system enters the accounting indicator K1 (goodwill 100%). This entry is copied to the line item. The accounting indicator is also a relevant characteristic in the DIP profile 00000001 for usage 1. The entries concerning the accounting indicator are therefore copied from the line item to the dynamic item. The accounting indicator can thus be used to price the billing request item resulting from the dynamic item. The costing sheet PSER02 used in the billing request contains the condition type KBM1 (goodwill/warranty). The access sequence assigned to this condition type allows you to enter condition records dependent on the accounting indicator. In this example, there is a condition record that determines a 100 per cent deduction if the accounting indicator K1 is available.
To avoid the summarization of several dynamic items with various accounting indicators in one billing request item, the indicator No summarization was set in the DIP profile for the characteristic Accounting indicator.
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Customer Service (CS) SAP AG
Additional Process Information
Transferring Costs into the Billing Request
You can also determine for which condition types entries can made for the document type of the billing request on the overview screen of the dynamic items. You must specify the defined condition type if the costs of the dynamic items should be copied to the price determination of the respective billing request items. In this example, the costs are copied to the condition type EK01 (see SAP Reference IMG: Plant Maintenance and Customer Service → Maintenance and Service Processing → Basic Settings → Quotation Creation and Billing for Service Orders → Assign Conditions to Sales Document Types).
Item Category Determination
When a service order is billed, the billing form determines whether the order is billed at flat rate (billing form = 01) or resource-related (billing form = 02). In this IDES process, we offer an example for resource-related billing. We explain item category determination for creating the billing request for this example:
The billing form is not explicitly specified. In this case, the system assumes a resource-related billing. The service order is created without entering a service product in this example. When creating the billing request, the dynamic items become the main items of the sales document. With resource-related billing, the item category determination for the dynamic items is processed with the item usage SEIN.
Item category determination for items with material SM-REPHOUR is executed using the following entry:
Sales document type LV + item category group LEIS + usage SEIN → L2N.
Item category determination for items with material R-1150 or R-1160 is executed using the following entry:
Sales document type LV + item category group NORM + usage SEIN → L2N.
Item category L2N is priced, then it is billed.
(See SAP Reference IMG: Sales and Distribution → Sales → Sales Documents → Sales Document Item → Assign Item Categories or Define Item Categories).
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SAP AG Customer Service (CS)
Data Used During This Process
Data Used During This Process
Field
Europe
Description
Plant
1200
Material numbers
R-1150
R-1160
SM-REPHOUR
SM-PCREP
Disk drive / spare part hard disk drive / spare part repair hours
Service product
Service order type
SM02
Service order type (revenues)
Sales organization
1000
Sales organization (SD)
Distribution channel
14
Distribution channel (SD)
Division
00
Division (SD)
Sold-to party
1171
Customer number
Equipment
10003562 or equipment from previous process
Planning Plant
1200
Maintenance plant
1200
Business area
8000
Operating concern
IDEA
Global IDES
Type of profitability analysis
Costing-based
Report
IDES-090
SM reporting
April 2001 41
Customer Service (CS) SAP AG
Creating the Initial Situation
Creating the Initial Situation
Use
You start a CATT procedure that performs an inventory posting for the materials used in the process. This ensures that the process can run through several times.
Procedure
6. Call up the transaction as follows:
Menu Path
Tools → ABAP Workbench → Test → Test Workbench → CATT Extended
Transaction Code
SCAT
7. Enter the following data:
Field
Data
Test case
ZIDES_SMASC03 8. Choose .
9. Enter the following data:
Block
Option
Log type
W/o
Processing mode
Background
Variants
W/o
10. Choose .
In the bottom part of the screen, the system displays which transactions are being processed. When the process flow is completed, the system notifies you that a document number has been assigned for the inventory posting.
11. Choose until the overview tree appears.
42 April 2001
SAP AG Customer Service (CS)
Entering a Problem Notification and Creating a Service Order
Entering a Problem Notification and Creating a Service Order
Use
The customer informs you about a defective piece of equipment. You accept a problem notification and enter the notification data in the system. The service order is created directly from problem notification processing.
Procedure
1. Call up the transaction as follows:
Menu Path
Logistics → Customer Service → Service Processing → Notification → Create (Special) → Problem Notification
Transaction Code
IW54
2. Enter the following data:
Field
Data
Equipment
10003562 or equipment from previous process 3. Choose .
The system copies further information from the equipment master record into the notification (for example, sold-to party, functional location).
4. Enter the following data:
Field
Data
Notification (in the first line)
Hard disk + CD disk drive defective
5. Choose .
6. Check the object information, by selecting in the section Reference object.
The dialog box informs you which notifications and orders were entered regarding this equipment.
7. Choose .
8. To create a service order directly from notification processing, choose .
The Create order dialog box appears.
9. Choose .
10. In the First operation screen area, enter the following data:
Field
Data
Operation
Check/change hard disk + CD disk drive 11. Choose .
April 2001 43
Customer Service (CS) SAP AG
Entering a Problem Notification and Creating a Service Order
The system proposes further information necessary from the equipment master record into the service order (for example, work center).
12. Choose Extras → Sales data.
You can recognize that the service order is assigned to a sales organization (that is, a combination of the sales organization, distribution channel, and division). This proposal was also taken from the equipment master record data. The assignment of a sales area is required for service order billing.
13. Choose .
14. To put the order in process, choose .
15. Select W/o print, then choose .
16. To confirm possible warning messages, choose .
The system saves the service order and the corresponding notification.
17. Note the number of the order.
18. Choose , untli the overview tree appears..
19. In the dialog box, choose No.
44 April 2001
SAP AG Customer Service (CS)
Processing a Service Order
Processing a Service Order
Use
In the following process, you play the role of a service employee who is responsible for repairing the equipment. First of all, you plan the work to be performed in the service order.
Procedure
1. Call up the transaction as follows:
Menu Path
Logistics → Customer Service → Service Processing → Order → Service Order → Change
Transaction Code
IW32
2. Enter the following data:
Field
Data
Order
Number of your service order
3. Choose .
4. To check the object information for your piece of equipment, choose in the Reference object section.
The notification that triggered the service order is listed here.
5. Choose .
6. Enter the following data:
Field
Data
Work durtn (in the section First operation)
2
7. Choose .
8. Choose the Components tab page.
9. To call up the Structure list, choose List.
The structure list informs you about the components of the equipment to be repaired. The materials necessary for processing the repairs can be copied from this list into the service order.
10. Select the materials R-1150 and R-1160, then choose .
11. Enter the following data:
Field
Data
SLoc (in the line for material R-1150)
1500 (overwrite the default value)
SLoc (in the line for material R-1160)
1500 (overwrite the default value)
12. Choose . April 2001 45
Customer Service (CS) SAP AG
Processing a Service Order
The system calculates the planned costs of the order according to the entries made for the planned working hours and the materials necessary.
13. Choose Extras → Cost reports → Plan/actual comparison.
The planned costs are displayed under the corresponding cost element types.
14. Choose .
15. Choose .
16. Choose until the overview tree appears.
46 April 2001
SAP AG Customer Service (CS)
Confirming a Service Order
Confirming a Service Order
Use
You confirm the effort necessary for the repair now. It is assumed that you enter the effort in two partial confirmations. All materials used for the repair are also confirmed. You decide whether the floppy disk drive is exchanged for goodwill.
Procedure
1. Call up the transaction as follows:
Menu Path
Logistics → Customer Service → Service Processing → Confirmation → Entry → Individual Confirmation (Time)
Transaction Code
IW41
2. Enter the following data:
Field
Data
Order
Your order number
3. Choose .
4. Enter the following data:
Field
Data
Actual work
1
Final confirmat
Deselect
Clear open res.
Deselect
Work start
Current date
Work end
Current date
5. Choose .
6. Choose .
7. Enter the following data:
Field
Data
Order
Your order number
8. Choose Parameters.
9. In the Goods movements area, select All comps, then choose .
Setting this indicator causes the system to display all the materials assigned to the operation to be confirmed in the goods movement overview.
10. Choose .
April 2001 47
Customer Service (CS) SAP AG
Confirming a Service Order
11. Enter the following data:
Field -
Free goods by header net value not Quantity
Regards
My client wants to make a sales promotions as the free goods SD. The difference is that free goods should not be given by the bought quantity of certain material, they should be given from the header net value of an order.
For example:
If a customer have an order with header net value of 100$ from only materials that has certain material pricin group, it should receive one free good.( All the materials in the order have the same material pricing group)
If a customer have an order with header net value of 200$ from only materials that has certain material pricin group, it should receive two free goods.
If there are ways to make this happen please let me know i would really appreciate it.
Thanks
Edited by: Ronald Caroli on Feb 13, 2008 9:13 PMHi ronald,
The userexit option is very tough to do.
You are using a right userexit, but how are you coding it? Whats your design and flow?
The BDC are programmable recordings of a standard transaction. Hence you will be able to record the way in which you add a line item to sales order. Ths recording is automatically converted into lines of code by SAP. Then you insert your checks and balances between these lines of code to make it behave the way you want the sequence of transactions to work.
My thought was to make a recording of adding a new line item, in change sales order transaction(va02), with item category as Free of Charge(FOC). Then in the code, I wanted to check for material pricing group, if found correct, then would go finding the net value of sales document. If the value is above the limit, calculate the target quantity. Then follow the rest of the recording and add a new line with FOC as item category.
But this was a seperate transaction, which could be applied seperately and not to be done automatically in sales order. This was becuase say if you switch off the promotion tomorrow, then you will not have to worry abt removing the same functionality from sales order, you just need to de-activate the transaction.
Then there would be issues of doing hardcoding the net value limits, free good quantity in the user exit which is not at all recommended.
Hope this helps.
Abhishek
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