Service Order Conf

EHP3 for SAP ERP 6.0 June 2009 English

CS/PM Generic Settings (SP) (215) Building Block Configuration Guide

SAP AG Dietmar-Hopp-Allee 16 69190 Walldorf Germany

SAP Best Practices

CS/PM Generic Settings (SP) (215): Configuration Guide

Copyright © Copyright 2009 SAP AG. All rights reserved. No part of this publication may be reproduced or transmitted in any form or for any purpose without the express permission of SAP AG. The information contained herein may be changed without prior notice. Some software products marketed by SAP AG and its distributors contain proprietary software components of other software vendors. Microsoft, Windows, Excel, Outlook, and PowerPoint are registered trademarks of Microsoft Corporation. IBM, DB2, DB2 Universal Database, System i, System i5, System p, System p5, System x, System z, System z10, System z9, z10, z9, iSeries, pSeries, xSeries, zSeries, eServer, z/VM, z/OS, i5/OS, S/390, OS/390, OS/400, AS/400, S/390 Parallel Enterprise Server, PowerVM, Power Architecture, POWER6+, POWER6, POWER5+, POWER5, POWER, OpenPower, PowerPC, BatchPipes, BladeCenter, System Storage, GPFS, HACMP, RETAIN, DB2 Connect, RACF, Redbooks, OS/2, Parallel Sysplex, MVS/ESA, AIX, Intelligent Miner, WebSphere, Netfinity, Tivoli and Informix are trademarks or registered trademarks of IBM Corporation. Linux is the registered trademark of Linus Torvalds in the U.S. and other countries. Adobe, the Adobe logo, Acrobat, PostScript, and Reader are either trademarks or registered trademarks of Adobe Systems Incorporated in the United States and/or other countries. Oracle is a registered trademark of Oracle Corporation. UNIX, X/Open, OSF/1, and Motif are registered trademarks of the Open Group. Citrix, ICA, Program Neighborhood, MetaFrame, WinFrame, VideoFrame, and MultiWin are trademarks or registered trademarks of Citrix Systems, Inc. HTML, XML, XHTML and W3C are trademarks or registered trademarks of W3C®, World Wide Web Consortium, Massachusetts Institute of Technology. Java is a registered trademark of Sun Microsystems, Inc. JavaScript is a registered trademark of Sun Microsystems, Inc., used under license for technology invented and implemented by Netscape. SAP, R/3, SAP NetWeaver, Duet, PartnerEdge, ByDesign, SAP Business ByDesign, and other SAP products and services mentioned herein as well as their respective logos are trademarks or registered trademarks of SAP AG in Germany and other countries. Business Objects and the Business Objects logo, BusinessObjects, Crystal Reports, Crystal Decisions, Web Intelligence, Xcelsius, and other Business Objects products and services mentioned herein as well as their respective logos are trademarks or registered trademarks of Business Objects S.A. in the United States and in other countries. Business Objects is an SAP company. All other product and service names mentioned are the trademarks of their respective companies. Data contained in this document serves informational purposes only. National product specifications may vary. These materials are subject to change without notice. These materials are provided by SAP AG and its affiliated companies ("SAP Group") for informational purposes only, without representation or warranty of any kind, and SAP Group shall not be liable for errors or omissions with respect to the materials. The only warranties for SAP Group products and services are those that are set forth in the express warranty statements accompanying such products and services, if any. Nothing herein should be construed as constituting an additional warranty.

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Icons Icon

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Exact user entry. These are words or characters that you enter in the system exactly as they appear in the documentation.

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Contents CS/PM Generic Settings (SP)...................................................................................................5 1 Purpose..................................................................................................................................5 2 Preparation.............................................................................................................................5 2.1 Prerequisites....................................................................................................................5 3 Configuration..........................................................................................................................5 3.1 Settings Service Processing / Basic.................................................................................5 3.1.1 Defining Planner Groups............................................................................................5 3.2 Settings Service Processing / Service Order..................................................................11 3.2.1 Configuring Order Types..........................................................................................11 3.2.2 Assigning Order Types to Maintenance Plants.........................................................17 3.2.3 Changing Goods Movements Documentation for Order...........................................23 3.2.4 Credit Limit Checks, Sales Document Types for Service Orders..............................29 3.2.5 Setting Scheduling Parameters................................................................................35 3.2.6 Assigning Costing Parameters and RA Keys............................................................41 3.2.7 Defining Control Parameters for Completion Confirmations......................................47 3.2.8 Defining Change Docs, Collective Purc. Req. Indicator, Oper. No............................56 3.2.9 Maintaining Default Values for Control Keys for Order Types...................................62 3.2.10 Default Values for Task List Data and Profile Assignments....................................68 3.2.11 Defining Access Sequence for Determining Address Data.....................................74 3.2.12 Settlement Rule: Defining Time and Distribution Rule............................................80 3.2.13 Defining Partner Determination Procedure and Partner Function...........................86 3.2.14 Defining Scope of Check........................................................................................92 3.2.15 Defining Inspection Control....................................................................................98 3.2.16 Defining Priority Type for Orders..........................................................................107 3.2.17 Assigning Object Information Keys to Order Types..............................................113 3.2.18 Assigning Number Range Group for Service Orders............................................119 3.3 Master data..................................................................................................................122 3.3.1 Creating Task List..................................................................................................122 3.3.2 Creating Service Product.......................................................................................146 3.3.3 Creating Service Master.........................................................................................152 3.3.4 Creating Functional Location..................................................................................158

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CS/PM Generic Settings (SP) 1 Purpose This configuration guide provides the information you need to set up the configuration of this building block manually. If you do not want to configure manually and prefer an automated installation process using BC Sets and other tools, refer to the installation guide of this building block.

2 Preparation 2.1 Prerequisites Before you start installing this building block, you must install prerequisite building blocks. For more information, see the building block prerequisite matrix (Prerequisites_Matrix_[xx]_EN_PL.xls; the placeholder [xx] depends on the SAP Best Practices version you use, for example BL refers to the SAP Best Practices Baseline Package: Prerequisites_Matrix_BL_EN_PL.xls). This document can be found on the SAP Best Practices documentation DVD in the folder: ..\BBLibrary\General\.

3 Configuration 3.1 Settings Service Processing / Basic 3.1.1

Defining Planner Groups

Use In this step, you define maintenance planner groups.

Procedure 1. Access the activity using one of the following navigation options:

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SAP Best Practices Transaction code

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CS/PM Generic Settings (SP) (215): Configuration Guide SPRO

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SAP Best Practices IMG menu

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CS/PM Generic Settings (SP) (215): Configuration Guide Plant Maintenance and Customer Service → Maintenance and Service Processing → Basic Settings → General Data → Define Planner Groups

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2. On the Change View Maintenance planner groups: Overview screen, choose New Entries. 3. Make the following entries:

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SAP Best Practices PlPl

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CS/PM Generic Settings (SP) (215): Configuration Guide PG

Name

Telephone

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SAP Best Practices 1000

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CS/PM Generic Settings (SP) (215): Configuration Guide 001

Customer Service

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4. Choose Save and go back.

3.2 Settings Service Processing / Service Order 3.2.1

Configuring Order Types

Use In this step, you make all of the settings regarding the order types used during the process.


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CS/PM Generic Settings (SP) (215): Configuration Guide OIOA

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CS/PM Generic Settings (SP) (215): Configuration Guide Plant Maintenance and Customer Service → Maintenance and Service Processing → Maintenance and Service Orders → Functions and Settings for Order Types → Configure Order Types

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2. On the Change View Maintenance Order Types: Overview screen, choose New Entries. 3. Make the following entries:

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SAP Best Practices Order Type

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CS/PM Generic Settings (SP) (215): Configuration Guide Description

Settlement Profile

Release immediately

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SAP Best Practices YBS1

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CS/PM Generic Settings (SP) (215): Configuration Guide SP Service Order

YBSV03

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4. Choose Save.

3.2.2

Assigning Order Types to Maintenance Plants

Use In this activity, you assign the order types to the maintenance plant. This enables service processing in the plant.


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CS/PM Generic Settings (SP) (215): Configuration Guide OIOD

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CS/PM Generic Settings (SP) (215): Configuration Guide Plant Maintenance and Customer Service → Maintenance and Service Processing → Maintenance and Service Orders → Functions and Settings for Order Types → Assign Order Types to Maintenance Plants

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2. On the Change View Valid Order Types By Planning Plant: Overview screen, choose New Entries. 3. Make the following entries:

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SAP Best Practices PlPl

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CS/PM Generic Settings (SP) (215): Configuration Guide Name 1

Type

Order Type text

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CS/PM Generic Settings (SP) (215): Configuration Guide Production Plant 1000

YBS1

Internal Repair Order

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4. Choose Save.

3.2.3

Changing Goods Movements Documentation for Order

Use In this step, you specify that all the movements of materials for the service order are documented and assigned to the order.


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CS/PM Generic Settings (SP) (215): Configuration Guide Plant Maintenance and Customer Service → Maintenance and Service Processing → Maintenance and Service Orders → Functions and Settings for Order Types → Goods Movements for Order → Define Documentation for Goods Movements for the Order

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2. On the Change View Goods Movement Documentation for Order: Overview screen, choose New Entries. 3. Make the following entries:

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SAP Best Practices Plnt

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Type

CS/PM Generic Settings (SP) (215): Configuration Guide PurchOrder

PlGoodsLss

UnplGoodsLss

GR refrbshmnt

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YBS1

CS/PM Generic Settings (SP) (215): Configuration Guide x

x

x

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3.2.4

Credit Limit Checks, Sales Document Types for Service Orders

Use In this step, you define data for the service order types, which are used during the process.

Procedure 1. Access the activity using the following navigation options:

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CS/PM Generic Settings (SP) (215): Configuration Guide 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

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2. On the Change View Service order indicator: Overview screen, choose New Entries. 3. Make the following entries:

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SAP Best Practices OrType

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Description

CS/PM Generic Settings (SP) (215): Configuration Guide Service

Sales DocType

Credit limit ch

Credit group or

DIP profil

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Repair service


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4. Choose Save.

3.2.5

Setting Scheduling Parameters

Use In this activity, you set all of the scheduling parameters in the order types used during the process.


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CS/PM Generic Settings (SP) (215): Configuration Guide OPU7

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CS/PM Generic Settings (SP) (215): Configuration Guide Plant Maintenance and Customer Service → Maintenance and Service Processing → Maintenance and Service Orders → Scheduling → Set Scheduling Parameters

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2. On the Change View Specify Scheduling Parameters Overview screen, choose the plant 1000, order type YBSI and choose Details. 3. Make the following entries:

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SAP Best Practices Plant

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Order Type

CS/PM Generic Settings (SP) (215): Configuration Guide Prod Scheduler

Adjust Dates

Scheduling Type

Automatic Scheduling

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YBSI

CS/PM Generic Settings (SP) (215): Configuration Guide *

Adjust basic dates, adjust Dep. Reqmts to operation date

Forwards

X

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4. Choose Save and choose Back. 5. Repeat steps 2 to 4 for the order types SM02 and SM03. 6. Choose Save.

3.2.6

Assigning Costing Parameters and RA Keys

Use In this step, you define the parameters for the correct calculation of costs in the service order.


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CS/PM Generic Settings (SP) (215): Configuration Guide OIOF

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CS/PM Generic Settings (SP) (215): Configuration Guide Plant Maintenance and Customer Service → Maintenance and Service Processing → Maintenance and Service Orders → Functions and Settings for Order Types → Costing Data for Maintenance and Service Orders → Assign Costing Parameters and Results Analysis Keys

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2. On the Change View Calculation Parameters for Maint Orders: Overview screen, choose plant 1000, order type YBS1. 3. Choose Details and make the following settings.

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Order Type

CS/PM Generic Settings (SP) (215): Configuration Guide Planned var. cal.

Actual var. cal.

Results Analysis Key

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YBS1

CS/PM Generic Settings (SP) (215): Configuration Guide PM01

PM01

YBSV01

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4. Choose Back. 5. Choose Save.

3.2.7

Defining Control Parameters for Completion Confirmations

Use In this step, you set the assignment required for completion confirmation of the service orders.


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CS/PM Generic Settings (SP) (215): Configuration Guide OIOR

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CS/PM Generic Settings (SP) (215): Configuration Guide Plant Maintenance and Customer Service → Maintenance and Service Processing → Completion Confirmations → Define Control Parameters for Completion Confirmations

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2. On the Change View Confirmation Parameters; Overview screen, choose the entries in the table below and follow the procedure described in steps 3 and 4:

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Name 1

CS/PM Generic Settings (SP) (215): Configuration Guide Type

Description of order type

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Production Plant 1000

YBS1

SP Service Order

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3. Choose Details. 4. Make the following settings:

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Order Type

Field

YBS1

Default Values

Value

Propose Dates

X

Propose Activities

X

HR Update

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CS/PM Generic Settings (SP) (215): Configuration Guide Field

Value

No HR update

X

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5. Choose Save.

3.2.8

Defining Change Docs, Collective Purc. Req. Indicator, Oper. No.

Use In this step, you can define: •

Whether changes to the order header are recorded using documents and are displayed in the form of an action log

•

The increment at which numbers for the individual operations should be assigned

•

Whether just one purchase requisition (collective purchase requisition) should be generated for external material and operations for each order

•

Whether reservations or purchase requisitions relevant to materials planning should be generated when an order is created or only when the order is released

•

Whether the net price should be copied unchanged from the purchase requisition into the purchase order


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CS/PM Generic Settings (SP) (215): Configuration Guide Plant Maintenance and Customer Service → Maintenance and Service Processing → Maintenance and Service Orders → Functions and Settings for Order Types → Define Change Docs, Collective Purc. Req. Indicator, Operation No. Interval

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2. On the Change View Increment for Automatic Operation Number: Overview screen, make following entries.

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Plnt

Ty pe

1000

YB S1

NetOr der Pr

OPStatChangeDoc

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MatStat ChngeD oc

Incre ment

OrdSt ChgDc

CollReqs tn

Res/ PurR q

0010

X

X

From relea se

PCD activ e

Workflow X

Change doc x

PRTStatChangeD oc

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3. Choose Save.

3.2.9

Maintaining Default Values for Control Keys for Order Types

Use In this step, you can determine which control key is proposed in the operations of maintenance orders for the combination maintenance plant and order type.


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CS/PM Generic Settings (SP) (215): Configuration Guide OIO6

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CS/PM Generic Settings (SP) (215): Configuration Guide Plant Maintenance and Customer Service → Maintenance and Service Processing → Maintenance and Service Orders → Functions and Settings for Order Types → Control Key → Maintain Default Values for Control Keys for Order Types

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2. On the Change View Control Key default: Overview screen, choose the planning plant 1000 and order type YBS1 and choose Details. 3. Make the following settings:

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SAP Best Practices Field name

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User action and values

Note

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SAP Best Practices Control key

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CS/PM Generic Settings (SP) (215): Configuration Guide PM01

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4. Choose Save.

3.2.10

Default Values for Task List Data and Profile Assignments

Use In this IMG activity, you define which default values should be copied to the order data for order processing.


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CS/PM Generic Settings (SP) (215): Configuration Guide Plant Maintenance and Customer Service → Maintenance and Service Processing → Maintenance and Service Orders → Functions and Settings for Order Types → Default Values for Task List Data and Profile Assignments

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2. On the Change View Screen Ref. Object, General Profiles, Task List Presett: Overview screen, choose New Entries. 3. Make the following settings:

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Plant

Order Type

Short text

Extern Profile

Mat. Profile

Maint Profile

Meas Unit Extern Oper

1000

YBS1

SP Service Order

YBSVS1

YBSVM1

0000001

H

Task List data

OperSel ection

WrkCntrSelect

Renumber

Incl.once. comp

Oper.sorti ng

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SAP Best Practices X

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CS/PM Generic Settings (SP) (215): Configuration Guide X

X

X

X

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4. Choose Save.

3.2.11

Defining Access Sequence for Determining Address Data

Use In this work step, you can define the access sequence for determining address data. The address data is used to provide the delivery address for the one-time address of the purchase requisition.


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CS/PM Generic Settings (SP) (215): Configuration Guide Plant Maintenance and Customer Service → Maintenance and Service Processing → Maintenance and Service Order → Functions and Settings for Order Types → Define Access Sequence for Determining Address Data

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2. On the Change View Access sequence addresses for address proposal purch. dat: Overview screen, choose the PlPL 1000 and the type YBS1. 3. Make the following settings:

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SAP Best Practices PlPL

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CS/PM Generic Settings (SP) (215): Configuration Guide Type

Typ

A1

A2

A3

A4

A5

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CS/PM Generic Settings (SP) (215): Configuration Guide YBS1

OKP

1

2

3

4

5

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4. Choose Save.

3.2.12

Settlement Rule: Defining Time and Distribution Rule

Use In this step, you can define for each order type the time by which the settlement rule must be maintained during order processing.


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CS/PM Generic Settings (SP) (215): Configuration Guide Plant Maintenance and Customer Service → Maintenance and Service Processing → Maintenance and Service Orders → Functions and Settings for Order Types → Settlement Rule: Define Time and Creation of Distribution Rule

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2. On the Change View Time for settlement rule, Distribution Rule for Sub-Ord: Overview screen, make the following entries:

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SAP Best Practices Order Cat

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CS/PM Generic Settings (SP) (215): Configuration Guide Settlement rule Time

Distrib. Rule sub-order

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CS/PM Generic Settings (SP) (215): Configuration Guide Mandatory for completion

No special handling of sub-orders

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3. Choose Save.

3.2.13

Defining Partner Determination Procedure and Partner Function

Use In this step, you define the partners for plant maintenance and customer service.


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CS/PM Generic Settings (SP) (215): Configuration Guide OIOM

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CS/PM Generic Settings (SP) (215): Configuration Guide Plant Maintenance and Customer Service → Maintenance and Service Processing → Maintenance and Service Order → Partner → Define Partner Determination Procedure and Partner Function

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2. On the Change View Assign Partner Determination Procedure to Order: Overview screen, choose the type YBS1 . 3. Make the following settings:

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CS/PM Generic Settings (SP) (215): Configuration Guide PartnerSch

Customer

Funkt.of

S..

Spl. Crtn

Funct.p..

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CS/PM Generic Settings (SP) (215): Configuration Guide SV

SP

VW

X

VW

VW

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4. Choose Save.

3.2.14

Defining Scope of Check

Use In this activity, you define the check scope. Checking group and checking rule together specify the scope of the check.


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CS/PM Generic Settings (SP) (215): Configuration Guide OPJJ

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CS/PM Generic Settings (SP) (215): Configuration Guide Plant Maintenance and Customer Service → Maintenance and Service Processing → Maintenance and Service Orders → Functions and Settings for Order Types → Availability Check for Material, PRTs and Capacities → Define Scope of Check

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2. On the Change View Availability Check Control: Overview screen, choose New Entries and enter the following entries:

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SAP Best Practices area

CS/PM Generic Settings (SP) (215): Configuration Guide Name

Value

Description

Availability check

02

Indiv. requirements

Checking rule

PM

Checking rule for plant maintenance

Include safety stock

x

StockInTransfer

x

Incl. quality insp stock

x

Check without RLT

x

Incl. purchase orders

X

Incl. purch. Requisitions

X

Incl. dependent reqs

X

Include reservations

X

Include sales reqmts

X

Include deliveries

X

Incl. planned orders

X

Check all planned orders

Incl. production orders

X

Take all production orders into account

header

stocks

Replenishment lead time In/outward movements

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Value

Description

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3.2.15

Defining Inspection Control

Use In this activity, you define the check control. The checking rule together with the checking group specifies the scope of the check.


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CS/PM Generic Settings (SP) (215): Configuration Guide OIOI

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CS/PM Generic Settings (SP) (215): Configuration Guide Plant Maintenance and Customer Service → Maintenance and Service Processing → Maintenance and Service Orders → Functions and Settings for Order Types → Availability Check for Material, PRTs and Capacities → Define Inspection Control

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2. On the Change View Order Control: Overview screen, choose New Entries and make the following entries:

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Value

Description

Plant

1000

Indiv. requirements

Order Type

YBS1


Availability check

1

No check

x

Checking Rule

PM

No check

x

header

Material availability

PRT availability Capacity availability

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CS/PM Generic Settings (SP) (215): Configuration Guide No check

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x

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3. Choose Back. 4. Choose New Entries and enter the following entries:

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Value

Description

Plant

1000

Indiv. requirements

Order Type

YBS1


Availability check

2

Check material availability when saving order

x

Checking Rule

PM

Release material

1

No check

x

header

Material availability

User decides on release if parts are missing

PRT availability Capacity availability

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CS/PM Generic Settings (SP) (215): Configuration Guide No check

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x

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5. Choose Back. 6. Choose Save and go back.

3.2.16

Defining Priority Type for Orders

Use In this step, you define the priority types and assign to the service orders.


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CS/PM Generic Settings (SP) (215): Configuration Guide Plant Maintenance and Customer Service → Maintenance and Service Processing → Maintenance and Service Orders → General Data → Define Priorities

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2. Choose the activity Define Priority Types for Orders 3. On the Change View Priority type per order type: Overview screen, enter the following data:

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SAP Best Practices Type

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Name

CS/PM Generic Settings (SP) (215): Configuration Guide PrTyp

Priority type

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Internal Repair Order

SM

Service priorities

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3.2.17

Assigning Object Information Keys to Order Types

Use In this step, you can assign an object information key to each order type.


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CS/PM Generic Settings (SP) (215): Configuration Guide OIOJ

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CS/PM Generic Settings (SP) (215): Configuration Guide Plant Maintenance and Customer Service → Maintenance and Service Processing → Maintenance and Service Orders → Object Information → Assign Object Information Keys to Order Types

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2. On the Change View Object Info for Order Type; Overview screen, make the following entries:

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SAP Best Practices OrTyp

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ObjectInfo

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CS/PM Generic Settings (SP) (215): Configuration Guide Internal Repair Order

YB

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3.2.18

Assigning Number Range Group for Service Orders

Use In the following process, you assign number range groups for service orders. This process is needed to create an order.

Prerequisites Order type is set up.


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CS/PM Generic Settings (SP) (215): Configuration Guide OION

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CS/PM Generic Settings (SP) (215): Configuration Guide Plant Maintenance and Customer Service → Maintenance and Service Processing → Maintenance and Service Orders → Functions and Settings for Order Types → Configure Number Ranges

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2. Choose Groups. 3. Choose Modules. 4. Position your cursor on the order type you wish to assign (YBS1) in the Not Assigned area in the lower section of the screen. 5. Choose Select Element (F2). 6. Choose Element/Group. 7. Choose Save. 8. Confirm the dialog box Transport number range intervals with Continue (Enter).

Result Order types are assigned to number ranges.

3.3 Master data 3.3.1

Creating Task List

Use In this activity, you create the task list. The operations in the task list are copied in the service order.

Procedure 1. Access the transaction choosing one of the following navigation options:

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SAP Best Practices SAP ECC menu

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CS/PM Generic Settings (SP) (215): Configuration Guide Logistics → Plant Maintenance → Preventive Maintenance → Work Scheduling → Task Lists → General Maintenance Task Lists →Create

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CS/PM Generic Settings (SP) (215): Configuration Guide IA05

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2. On the Create general task list: Initial Screen, enter the following data:

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SAP Best Practices Field name Group

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Note

100000

Enter the number from the external number range

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SAP Best Practices Field name Key date

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Note

Today`s date

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3. Confirm with Enter. 4. On the Create general task list: Header General View screen, enter the following data:

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Group counter

1

Description

Service

Planning plant

1000

Note The field you find in the line after the field group counter

Assignments to Header Work center

Serv01 / 1000

Usage

4

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You can use the f4-help function, tab work center category → enter the Work center cat. 0005

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SAP Best Practices Field name Status

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Note

4

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5. Choose Operation Overview. 6. Enter for each line the following data:

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Note

Line 0010 Operation description

Activity

Work

1

Un

h

Duration

1

Un

h

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SAP Best Practices Field name C

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Note

1

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7. Choose Task list overview. 8. Choose New Entries. 9. On the Create general task list: Header General View screen, enter the following data

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Group counter

2

Description

Global Task List

Planning plant

1000



Serv01 / 1000

Usage

4

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© SAP AG



Note

4

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© SAP AG

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Note


Global operation

Work

1

Un

h

Duration

1

Un

h

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© SAP AG



Note

1

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12. Choose Task list overview. 13. Choose New Entries 14. On the Create general task list: Header General View screen, enter the following data:

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Group counter

3

Description

Service T&M

Planning plant

1000



Serv01 / 1000

Usage

4

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Note

4

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Note


Activity1

Work

1

Un

h

Duration

1

Un

h

C

1


Activity2

Work

1

Un

h

Duration

1

Un

h

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Note

1

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17. Choose Task list overview. 18. Choose Save. 19. Choose Back.

3.3.2

Creating Service Product

Use In this activity, you create the service product. The service product is required to create the service order.

Procedure 1. Access the transaction choosing one of the following navigation options:

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© SAP AG

CS/PM Generic Settings (SP) (215): Configuration Guide Logistics → Customer Service → Service Agreements → Environment → Sales and Distribution → Service Products

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© SAP AG

CS/PM Generic Settings (SP) (215): Configuration Guide OISD

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2. On the Create /process Service Products: Initial Screen, choose New Entries and enter the following data:

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Plnt

Service Product

Work ctr

BusA

Gen TL

G

1000

D100

SERV01

0001

100000

1

1000

D101

SERV01

1000

D102

SERV01

100000

2

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A

Rtyp

RObj

Ref. equipment

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Plnt

Service Product

Work ctr

1000

D103

SERV01

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BusA

Gen TL

G

100000

3

A

Rtyp

RObj

Ref. equipment

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3. Choose Save. 4. Choose Back.

3.3.3

Creating Service Master

Use In this activity, you create the service Master.

Procedure 1. Access the transaction using one of the following maintenance options:

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CS/PM Generic Settings (SP) (215): Configuration Guide Logistics → Materials Management → Service Master → Service → Service Master

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CS/PM Generic Settings (SP) (215): Configuration Guide AC01

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2. On the Create Service Master Record screen, enter the data. If you have created service master records earlier, choose Create New Service.

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CS/PM Generic Settings (SP) (215): Configuration Guide User action and values

Note

Activity number

4000000

Overwrite the entry %_1.

Description

Planned Service

In the line with the activity number the right field

Service Category

SERV

Choose the Value in the pull down menu

Base Unit of Measure

M2

Mat/Srv.Grp

YBSVS1

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Description

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SAP Best Practices Field name Valuation Class

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Note

3200

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3. Choose Save. 4. Choose Back.

3.3.4

Creating Functional Location

Use The business object functional location is an organizational unit within Logistics that structures the maintenance objects of a company according to functional, process-related or spatial criteria. A functional location represents the place at which a maintenance task is to be performed.

Procedure You can use the following style if the SAP GUI and the SAP NWBC descriptions only diverge in the navigation options. For diverging descriptions, see the examples in the Template Appendix. 1. Access the transaction choosing one of the following navigation options: Option 1: SAP Graphical User Interface (SAP GUI)

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© SAP AG

CS/PM Generic Settings (SP) (215): Configuration Guide Logistics  Plant Maintenance  Management of Technical Objects  Functional Location  Create

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© SAP AG

CS/PM Generic Settings (SP) (215): Configuration Guide IL01

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2. On the Create Functional location: Initial Screen, make the following entries: Field name

Description


Functional loc.

YB50000/00000001

StrIndicator

ISRE

FunctLocCat.

S

Note

3. Confirm your entries with Enter. 4. On the Create Functional Location: Master data screen, make the following entries: Field name

Description

Description


Note

Enter text of your choice that describes the equipment to be created.

For example, Building 1

5. Confirm your entries with Enter. 6. On Location tab page, make the following entries: Field name

Description

MaintPlant


Note

1000

7. Confirm your entries with Enter. 8. On Organization tab page, make the following entries: Field name

Description


Cost Center

1701

Main Work Ctr

SERV01

Note

9. Confirm your entries with Enter.

If you do not enter 1000 in addition to the main work center, the system issues a message. Confirm this message with Continue/Enter. 10. On Sales and Distribution tab page, make the following entries: Field name

Description


Sales Org

1000

Distrib. Channel

10

Division

10

Note

11. Confirm your entries with Enter.

If you do not enter 1000 in addition to the main work center, the system issues a message. Confirm this message with Continue/Enter. 12. Choose Save and make a note of the equipment number: __________________________. 13. Choose Back to return to the SAP Easy Access menu.

Result You have successfully created the equipment in the system.

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Service Order Conf

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