Form Creation for Service Order

Hi
I am new to CRM Mobile, although I have worked in CRM for couple of years now.
In our project there is requirement to print forms (attached to Service Order) from Laptop whenever company representative meets customer. For this CRM Mobile is being used.
Now related to this I have few questions:
1) Form Creation: In CRM online system we can create form in SMARTFORMS. Do we use the same tool for form creation? Where is it created and how is it downloaded to Laptops ? (I believe  to a transaction type we assign action profile which calls this form. This is brought into system using normal synchronization)
2) Which Database tables does it refer to, normal CRM application tables or SMO tables.
Please help me in this.
Thanx & Regards
Hits

Hi,
the kind of Mobile applications we are talking about here is only running on laptops or tablet PCs, not on handhelds. So normally the users have an additional portable printer with them when being in the field.
Another thing: For the document generation there are two possibilities, MS word or crystal reports. Both have advantages and disadvantages which need to be analysed for the project.
Regards,
Wolfhard

Similar Messages

  • Invoice for Service order if POD activated

    Dear all,
    I have a query regarding the invoice creation for service order.
    Scenario is like, I have activated POD for customers. when I create a sales order for a product I have to create delivery for that sales order also. but I cant create invoice as I have activated POD for that customer. So I have go for POD first then only i can cretae invoice. This is ok with me.
    But I want to know
    1)  if I create a sales order with service item for same customer can i create invoice also? as delivery wont be there for service item. Will system allow me to create invoice with the reference service order?
    2) will system allow me to create cash invoice for Cash Sales order also? (with ref of cash sales order )
    thanks in advance
    Sanju

    Hi
    You can try FB70 T code.
    Best Regards

  • BAPI for Service order creation

    Hi ,
    Please tell me if any Bapi for service order creation  , T-code : IW31
    regards,
    Prakash

    Hi Prakash,
    Have a look on the following BAPIs:
    BAPI_ISUSMORDER_CREATEMULTIPLE - Create Service Orders
    BAPI_ALM_CONF_CREATE - Create confirmation for maintenance/service order
    WTY04_CREATE_SERVICE_ORDER - Create Service order via function module.
    Hope this will help.
    Regards,
    Nitin.

  • Quotation Creation and Billing for Service Orders--node details needed

    Hi ,
    I need to work on node "Quotation Creation and Billing for Service Orders" ....I see lot of integration with SD and FICO . Can any one give details about integrations required and what is done in this node ....
    Regards
    NPB

    There are different steps to be done for that.
    1. Create DIP Profile in ODP1 & check the consistency in ODP2 - DIP will be used to bill the customer based on resource (labor & material) usage. Creation of DIP profile has been discussed many times in this forum. Please check.
    2. Assign the Quotation document type & Billing type used in DIP profile to your sales area - Your document type should be assigned to your sales organisation, distribution channel & division combination.

  • Standard Form for Service order.

    Can any1 suggest me which standard form for service order?
    otherwise should I go for New one? pls guide me..

    If it is PM module then no need to go for that long path you can configure it in the OID1 transaction .
    If it is PM module you cant develop smartform you need to go for script only.
    As Wing mentioned try PM_COMMON script . Even I have worked on PM module but developed my own form
    Regards,
    Nageswar

  • Overall Processing status for Service Order is incorrect

    On Service order the overall processing status is incorrect at the header.  It remains in status Being Processed even though it is fully processed.  Any suggestions on where to look?

    Can you elaborate a bit more.
    starting from creation of service order to outbound delivery.
    as per my understanding, if you want to do service order process with goods movement.
    In our current client, we are planning to do in below method:
    Customer requests for the service, this service is done in 2 ways,
    1- Service at customer site
    2- service from plant
    in First case, service request will be created from VA01- order related billing. Technician will be sent to customer site along with the spare parts,with ref to this order. Once job is done.Technician will get acknowledgement from customer. Once technicians submit this , then authorized person will remove the billing block from service order, do issue invoice.
    Service order is copy of OR w/o delivery & with order related billing,inlcuding billing block in OR type.
    Fine tune the relevant settings in config.
    2-Service from Plant,
    Create service request, is copy of RE, inward the matererial with PGR. once jobwork is done, create Confirm Service order ( copy of OR ) with ref to above Service Req, create outbound delivery-PGI & Invoice.
    Hope it helps,
    Thought of others in similar scenario with any difference will be really helpful.

  • 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

  • Data source creation for service contract configuration

    Hello all,
    I have to create a data source for extraction of service contract configuration. I think this could work like data source creation for sales order creation, but I don't know waht to enter in transaction CTBW. Anyone here has done this previously? Any pointers and/or the strategy you've used will be useful.
    Kind regards,
    Simon

    Hi,
    If you are asking about "CRM sales contracts", The following help gives the info about standard ODS and Datasource.
    http://help.sap.com/saphelp_nw2004s/helpdata/en/d5/9fcd3b869e7d72e10000000a11402f/frameset.htm
    With rgds,
    Anil Kumar Sharma .P

  • Printing shop paper for Service Order

    Hi,
    I can see for service orders (IW31) shop papers are used to print documents. And shop papers are basically written in sapscript. They are configured in SPRO for each order type along with their program name and subroutine name and form name.
    But my requirement is I want to show a document currently stored in Business Document Service(OAER) when order print button is clicked. I have a program which currently shows a document stored in BDS in a screen upon executing it. But if I configure that program name in SPRO I get a runtime dump.
    Could anybody please help me on that.
    Regards,
    Mainak

    OK...try this:
    in OIDB (notification) remove the selection check for all generic entries - this determines what is shown when you try to print.  For example, if you have a setting for doc.type = * and it is checked for selection, each of those will appear when you print.  By removing this selection check for doc type = *, it won't appear for yours.  You should put a line there for your doc type with the selection checked.  If you put a second line there for your doc type without the 'selection' checked - it will show, but be optional when you do a print.
    In OIDG (work order), follow the same logic.  Once you print the order, it will propose to print the notification as well (either selected or just available).  Also, i think you should link the notification and order types in work order config.  
    This works when you are printing a work order, but i'm not sure if you can print the work order from the notification.  I just tried this in my system and did get the notifications to print while printing the work order using the settings i've mentioned.

  • Organization Data for Service Orders and Service Confirmation

    Hi,
    Whenever I create any Service Order or Service Confirmation, the Organization Data is automatically populated.
    My doubts are :
    1. Is is mandatory to provide Organization Data for Service Order/Confirmation Creation ?
    2. What/ Where are the customization for the Organization Management for the above scenario ?
    Thanks and Regards,
    Samantak.

    Dear Samantak,
    org determination should only be made, if you have customized it.
    So please check which org. data profil has been assigned to the involved transaction types (in SPRO Define transaction types).
    And what the profil does (the rule behind) can be found also in SPRO
    - Master Data
      - Organizational Management
        - Organizational Data Determination
          - Change Rules and Profiles
             -Maintain Organizational Data Profile
    Please check the documentation there!
    Regards, Gerhard

  • Implement Org determination for Service Orders

    Hello Freinds ,
    My Client is implementing the service order with WebIC2005 with the following scenarios.
    Service orders created Manually.
    Service Orders created from completed sales order automatically.
    Could any one possibly suggest the best practice of implementing org determination for the above scenarios.
    Is it a correct practice to determine sales org for manual creation of Service Order.
    For Automation process is it not correct have sales org determined from sales order.
    How to determine Org Determination in  WebIC service order Link?
    Thanks & regards
    Amar

    Hi Amar,
    You cant assign two diffrent org determination for same transaction type.
    Its always better to determine the org at transaction type level. But wehn you are creating service order from sales order , you can set the rule in Copy control whether to copy the org or not.
    Hope this helps.
    Regards
    Arun Kumar

  • PCNF status for Service order

    Hello Experts,
    On Service scenario, I want not to proceed sales order if the system status of the service order PCNF (Partially confirmed)..... Is there any configuration path to do this?
    Best Regards,
    Amr

    I hope you want to restrict sales order creation. There are 2 ways to restrict.
    1. Using User Status for Service Orders
    Create one user status profile in OIBS by having object type as Maintenance Order. Define one user status as PCN1. Double click that user status. Click create button in Business transaction & go to Partially confirm order option and select Set option. Then go to Create Sales document & select the option as Forbidden.
    Assign that User status profile to your order type in OIOG.
    2. Using System status
    Its not recommended as it may affect other transactions & may create inconsistency.

  • User exit for Service order release ( needed operation details as import )

    Hi All,
       I need a user-exit while service order release( tcode : IW31 ) activity . I find some of the exits, but none of those not having "Operation" details , all are having only header details. Please suggest if any user-exit is available for this or BADI . I tried with badi "ALM_ME_001_ORDER" , its not triggering at all while creation of service order.
       Is there any way we can get from operation data from buffer, please suggest me the same.
    Thanks in advance,
    Pavan.

    Hi Thomas,
       Thanks for reply. I saw the function exit which you mentioned , but it didn't have the operation details in import.
    Regards,
    Pavan

  • Pricing date for Service Order and Service Confirmation

    Hi,
    I cretated a Service Confirmation as followup for Service Order.
    Client is asking "Pricing Date" should be same Same in Service Order and Service Confirmation. But, I am not seeing any such field in the screen.
    I need to check T&C field and Zone field. But, I am not seeing these fields also.
    Can you please let me know, where can I find this fields. (In which assignment block).
    Thanks,
    Sandeep
    Edited by: Sandeep Reddy on May 31, 2010 7:21 PM

    Hi,
    I think by PRICING DATE they mean BILLING DATE.
    In date profile of SERVICE ORDER and SERVICE CONFIRMATION you assign the BILLING DATE date type (i think it is there in the standard itself- however just ensure it).
    Or customize a PRINCING DATE date type in the DATE PROFILE of SERVICE ORDER and CONFIRMATION and copy the date set in SERVICE ORDER to SERVICE CONFIRMATION.
    This is one strategy you can use.
    Regards
    Surendra More

  • FM for Service Order

    hi,
    require a FM for Service order Details IW73.
    cheers,
    Aditya.

    Did you try BAPI_ALM_ORDER_GET_DETAIL?
    Regards,
    Ravi
    Note : Please mark all the helpful answers

Maybe you are looking for