Repair Process In SAP CS (Customer Service) – Part I

Revenue value category not required in this case. Perth, Western Australia A Billing plan is assigned to the first item item 10 The item 20 — Actual cost service product may have a base charge to oreer some admin costs or order not have any base charge. It is advisable to do a Test run first and then do an actual run. A screen snapshot of a Customer Equipment ordet below. This will give the pop up wherein repair sales order type, service material order to be entered, and save this as indicated below. They are posted to non-valuated stock as sales order stock using the number order Repair requests. To check the service order, hit on button below as indicated in VA03 Transaction code. Based on subsequent action in Repair procedure, an Outbound Delivery document can be created to deliver back the repaired Equipment to the customer. Costs and services posted to a Service Contracts are finally settled to Profitability analysis where it can be further analysed. Are you sure you want to Yes No. Pl check the document flow for material document. As created in step 3 Be the first to like this. Customers who may be interested in entering into a Long term Service contract or procuring short term Services would initially call the Customer Service representative and generate an enquiry requesting for a Quotation. There are 10 process steps which need to be executed to complete the repair process. Settle the Service Order Transaction code: Sales warehouse or as per product sales norms etc. You would notice that the Service Product D is the header item under which the order Dynamic items have been summarized. Thanks, Rahul, very good document. Perth, Western Australia There would be a Sequence of Actions which can be triggered from inside the Notification and they would be triggered cz on a standard Function module set in the Action detail section — screenshots below: Release the Service Order on completion of planning In general business process once we got any return delivery odrer customer after we careat another delivery for dameged goods here we will recive Rapir product in VRRE Then we will give repair product to customer right after repairing that one or new item so here no need to create another delivery to customer? Customer Service representative can enter the details in SAP using a CS Notification and allocate it to the respective person responsible to detail the work and 6.

Time Confirmation and spare part posting to Service Order Transactions: See our User Agreement and Privacy Policy. Return Delivery — If required, cs order, these action boxes can be de assigned in configuration as well. The Quotation is then sent to the customer who may accept or reject it. Service Order charges will be billed at actual costs through a Debit Memo request followed by a Billing document. You would notice in configuration step that there are 2 critical parameters Material Direct and Individual. You can change your ad preferences anytime. This would have been automatically created on Service Order Technical completion, if in Repair procedure it would had been set to automatic. Check the movement type used order return material. Perth, Western Australia Planned costs will be displayed on executing the Costing or on saving the order The Order is planned and released. This would result in revenue being order against the Contract Line item. You can check in service order IW33 to check the goods movement of components. SD settings Only the critical nodes highlighted 1. This calls for the task list list of work centers maintained for the service material. I would appreciate if you could share the configuration steps for above process. You must be Logged on to comment or reply to a post. Xs document aims to serve the purpose of order how repair process can be handled at manufacturing plants for fs components or parts as well as ofder rd party parts from external vendors. Perth, Western Australia And so on….

Order Supplementary Materials

Customer is billed at a price agreed in the Quotation on acceptance of the same, once the services have css performed. Perth, Western Australia Material Determination — this is the set of Dynamic orde which will get picked up to be placed into the Debit Memo request as request items L2W category based on source criteria. You get the material document. Also, there would be a Bill of Material of such Equipments clearly highlighting the Spare parts, Assemblies which constitute the Customer Equipment. Sap cs cd process document 1. Then define it as a Service Product for Maintenance Plan. There may be another sub scenario where a Customer order to request a Service Service Notification work based on an existing Contract Auto contract determination leading to a Non-revenue bearing service order that is processed further through Resources Related Billing and costs settled to the Contract line item. Perth, Western Australia 1. Check the details in the returns delivery. General Service Notification type. In this documented scenario we would see a spare part being used and costed. Order is a handy way to collect important slides you want to go back to later. In the scenario steps detailed below, we have used an Informative Quotation only. Settle the Service Order Transaction code: Goods issue accounting entries are as below. Node, cw mapping has been detailed in screenshot below: July 29, cs order, at 1: In certain organizations it may also be received to QI stock for Inspection on receipt. Fixed periodic billing straight from the Contract. The Service Material should have its Sales views active, Sales Organizational assignment done, Item Category group setting is critical for Sales document orded — Item category determination. We come to IW42 transaction to confirm the operations and issue the components to service order as below. The part is received and the Repair process in initiated. Oeder Goods movement for spares if any are posted to Service Order Transaction code:

Pl check the document flow for material document. The parts maybe under guarantee in which case the supplier may charge the customer nothing or certain charges as per guarantee norms. Hence they are only briefly mentioned in this section to avoid repetition wherever possible. Invoice creation and processing same as previous scenario Transaction code: If not, then delivery would have order be manually created with reference to Sales Order. SD settings Only the critical nodes highlighted 1. September 7, at 5: Perth, Western Australia Each of this Dynamic material is then mapped to a Selection criterion, which has been kept on a set for identification of Source cost element. This document would however only highlight the base scenarios which are the building blocks for further scenarios. February 11, at 8: There are 10 process steps which need to be executed to complete the repair process. Perth, Western Australia 5. Service Order — is created. Order cs standard process document. Perth, Western Australia Selection criteria; Cost elements have been primarily used as selection order for respective sources of planned costs in this example. July 21, 5 minute read. In certain organizations it may also be received to QI stock for Inspection on receipt. This is critical to this process. Open link in a new tab. Creation a Maintenance Plan with reference to item 20 of the Contract Transaction code: Refer to the configuration section for step to define a material as a Service Product.

Cs order

Billing document for the Billing request created against Service Order Transaction code: All relevant costs such as Expected Service hours, Spare parts if any will be planned in the Service Order and the order will be released for actual processing. Material Direct means that if an actual material no. Check the details in the returns delivery. Sales warehouse or as per product sales norms etc. This is because we are repairing the Equipment which is already owned by the customer in principle. This will be detailed later in the document. You must be Logged on to comment or reply to a post. February 11, at 8: Well explained with examples. Based on business to business, it may not be mandatory as well. The configuration pre-requisites are similar to the configuration pre-requisites in previous and next sections. Release the Service Order on completion of planning Maintenance Plan is scheduled Transaction code: Based on this, Service agent can make a Note of the same which may then be taken care of in Billing stage. Deliver the Repaired piece of Equipment back to the Customer Transactions: January 23, at 5: Usually these Equipments are Serialized Equipments i. Transaction Code — IW Sales scenario in Customer Service could refer to the following: Based on subsequent action in Repair procedure, an Outbound Delivery document can be created to deliver back fs repaired Equipment to the customer. Perth, Western Australia For the period-end ordwr, the system finally settles the repair request within the profitability analysis. Goods issue cz entries are as below. Perth, Western Australia If Quotation is accepted no item rejected in QuotationService Order is released and costs are posted to it.

The Quotation is then sent to the customer who may accept or reject it. These are the base ones. Delivery Document - SD: This is critical to this process. This will be a good value addition. On confirming, the repaired item will then be available for Delivery back to the customer. Follow RSS feed Like. Perth, Western Australia There would be a Sequence of Actions which can be triggered from inside the Notification and they would be triggered based on a order Function module set in the Action detail section — screenshots below: It will be automatically calculated when the Order is saved. Planned Goods movement for spares if any are posted to Service Order Transaction code: Within notification, mandatory fields as indicated below can be entered and then repair order needs to order clicked within the action box on the right side. Notification type needs to be entered Z4 as indicated below. Thanks, Rahul, very good document. IW52 Display Order type: July 16, at 2: Perth, Western Australia 6. Perth, Western Australia Material Determination — this is the set of Dynamic items which will get picked up to be placed into the Debit Memo request as request items L2W category based on source criteria, cs order. This calls for the task list list of work centers maintained for the service material. Release the Service Order on completion of planning

Search or use up and down arrow keys to select an item. As mentioned earlier, the CS module scenarios can get very complex and conditional based on the services rendered by the organization. Time Confirmation and spare part posting to Service Order Transactions: I would appreciate if you could share order configuration steps for above process. However an effort has been made in presenting processed in closest match to SAP recommended standards. This would be based on a Billing Plan set against the Service item in the contract. The part is received and the Repair process in initiated. This calls for the task list list of work centers maintained for the service material. A pre-requisite for this is settlement rule must have been set in Service Order which can be defaulted to Sales Order item based on Settlement profile setting. We come to IW42 transaction to confirm the operations and issue the components to service order as below. Good explanation with the help of screenshots. Based on this, Service agent can make a Note of the same which may then be taken care of in Order stage, cs order. Creation a Maintenance Plan with reference to item 20 of the Contract Transaction code: Pl check the movement type and accounting document. These are the base ones. Show related SlideShares at end. Sap cs standard process document. Perth, Western Australia Check the items, unlock the items you want to process further and click on Billing Request. You can add further fields to the Output variant. In general business process once we got any return delivery from customer after we careat another delivery for dameged goods. In general business process once we got any return delivery from customer after we careat another delivery for dameged goods. The Service Material should have its Sales views active, Sales Organizational assignment done, Item Category group setting is critical for Sales document processing — Item category determination. July 23, at Customers who may be interested in entering into a Long term Service contract or procuring short term Services would initially call the Customer Service representative and generate an enquiry requesting for a Quotation.

The Net value of this item would copy Planned costs in PM: It may just be a statistical document to process the Service Order further. With delivery scenario could refer to a delivery from the Product Company to the premises of the customer followed by subsequent billing. In our Repair procedure manual creation of delivery item has been set. Well explained with examples. Sources in this prototype are driven on Cost element based sets. Search or use up and down arrow keys to select an item. Sales scenario in Customer Service could refer to the following: The detailed planning is done on a Service Order and on completion of planning the planned values are converted to Dynamic items which map to a SD Service Quotation document. Service contracts may also have price agreements for certain material and standard monthly billable charge for certain services. We can see in the repair tab there is one repair item we need to receive. Customers who may be order in entering into a Long term Service contract or procuring short term Services would initially call the Customer Service representative and generate an enquiry requesting for a Quotation. Not all costs may be chargeable at Quotation stage. On receiving customer complaint or return component for repair process, notification needs to be created by business wherein information below can be entered like. Using Sales Pricing Transaction: This movement also ensures that Customer returned stock is not used internally. Also, Controlling area should allow Costs being posted to Sales Order for the posting fiscal year. Nevertheless I have benefited a lot from this process steps as this being one of the process we are implementing in machinery industry. However, simple usage of basic Master warranties has been mentioned in this document. Well explained with examples. Good explanation with the help of order.

Well explained with examples. There are 10 process steps which need to be executed to complete the repair process. However from the actions configured in the action boxes only a couple of specific actions highlighted ones will be used in the process steps as you would notice. It is advisable to do a Test run first and then do an actual run. This is a period end closing activity for Controlling Team. Just set it up as a Non-revenue bearing Order and allowing settlement to Sales Order. As this is a critical config. Service Order — is created. Now, Goods receipt for the repair material needs to be done using VL02n transaction code as indicated-. Refer configuration section for details. Good end to end article on Repair Process. Perth, Western Australia Planned costs will be displayed on executing the Costing or on saving the order The Order is planned and released. However, simple usage of basic Master warranties has been mentioned in this document. During creation of the Notification, they can also check whether the Equipment is under warranty or not and make a note of the same. SD configurations should accordingly be done to support the process. Service Order — is created. Thanks a ton Rahul. We come to IW42 transaction to confirm the operations and issue the components to service order as below. If you continue browsing the site, you agree to the use of cookies on this website. July 21, 5 minute read. Creation of Service Contract: Perth, Western Australia The accounting doc is posted and released to accounting. One can use a standard Notification type with appropriate action control set as well.

In the process scenario described below, we would use a single Contract with 2 line items — one with a billing plan for Fixed Billing and the other to be driven through a Planned Service Order generated from a Maintenance Plan costs settled to it. To receive the repair material, we create returns delivery using Transaction code VRRE, below details needs to be put-. We come to IW42 transaction to confirm the operations and issue the components to service order as below. January 23, at 5: A pre-requisite for this is settlement rule must have been set in Service Order which can be defaulted to Sales Order item based on Settlement profile setting. In general business process once we got any return delivery from customer after we careat another delivery for dameged goods here we will recive Rapir product in VRRE Then we will give repair product to customer right after repairing that one or new item so here no need to create another delivery to customer? Revenue would also have been posted to Contract Item associated as the Originating document item. Notification type needs to be entered Z4 as indicated below-. Not all costs may be chargeable at Quotation stage. Perth, Western Australia 4. The piece s of Equipment to be repaired are delivered. Posting the Goods receipt of a piece of Equipment to be repaired Transaction: This document aims to serve the purpose of explaining how repair process can be handled at manufacturing plants for the components or parts as well as 3 rd party parts from external vendors. See our Privacy Policy and User Agreement for details. July 16, at 2: Mostly we use Customer Equipments as the basic object on which service processing is carried out. Thanks, Rahul, very good document. Hence generalization of the same may not always be possible. Search or use up and down arrow keys to select an item. SD settings Only the critical nodes highlighted 1. We can see in the repair tab there is one repair item we need to receive-. In general business process once we got any return delivery from customer after we careat another delivery for dameged goods here we will recive Rapir product in VRRE Then we will give repair product to customer right after repairing that one or new item so here no need to create another delivery to customer? Service Order is finally settled to the Repairs Order and postings analysed further in the Sales Order. Deliver the Repaired piece of Equipment back to the Customer Transactions: Transaction Code — IW

Perth, Western Australia 8. Special Stock indicator should be selected in initial screen. The above can also be subject to Warranty is and as applicable or configurable services based on certain conditions. Thanks for sharing the process flow on Repair process. It would include - Processing Service Contracts with Periodic billing: Perth, Western Australia The document Flow in Service Notification would have updated everything till this point. However an effort has been made in presenting processed in closest match to SAP recommended standards. Perth, Western Australia For the period-end closing, the system finally settles the repair request within the profitability analysis. Former Member July 23, at As mentioned earlier, the CS module scenarios can get very complex and conditional based on the services rendered by the organization. There may be 2 sub scenarios here: Service Order — is created. The author works with IBM presently. This can be confirmed to the Central Customer Service Rep. You can add further fields to the Output variant. Good end to end article on Repair Process. February 11, at 8: To check the ce order, hit on button below as indicated in VA03 Transaction code. Sales document items — Assign Item categories: Refer configuration section for details. Now we create the service order for this return material from sales order VA03 transaction, hit the proposal button below as indicated. Mostly we use Customer Equipments as the basic object on which service processing is carried out. The part is received and the Repair process in initiated. Hence only the critical aspects of configuration which are specific to order process have been highlighted below: Now we create the service order for this return material from sales order VA03 transaction, hit the proposal button below as indicated.

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