EHP4 for SAP ERP6.0March 2010EnglishSales of Planned Services(212)SAP AGDietmar-Hopp-Allee 1669190 WalldorfGermanyBusiness...
SAP Best Practices Sales of Planned Services (212): BPDCopyright© 2010 SAP AG. All rights reserved.No part of this publica...
SAP Best Practices Sales of Planned Services (212): BPDIconsIcon MeaningCautionExampleNoteRecommendationSyntaxExternal Pro...
SAP Best Practices Sales of Planned Services (212): BPDContents1 Purpose ....................................................
SAP Best Practices Sales of Planned Services (212): BPDSales of Planned Services1 PurposeA customer has signed a long-term...
SAP Best Practices Sales of Planned Services (212): BPDMaster data Value Master /org. datadetailsCommentsMaterial/Services...
SAP Best Practices Sales of Planned Services (212): BPDBusiness role Technical name Process stepEmployee(ProfessionalUser)...
SAP Best Practices Sales of Planned Services (212): BPD2.2.1.2 Defining Queries for Service Entry Sheet (POWL)UseThe follo...
SAP Best Practices Sales of Planned Services (212): BPDBusinessroleApplication Object Type VariantNameVariantSelectionsSel...
SAP Best Practices Sales of Planned Services (212): BPDProcess step ExternalprocessreferenceBusinessconditionBusinessroleT...
SAP Best Practices Sales of Planned Services (212): BPD2. On the Create Purchase Order screen, make the following entries:...
SAP Best Practices Sales of Planned Services (212): BPDField name Description User action and values CommentG/L Account 50...
SAP Best Practices Sales of Planned Services (212): BPDField name Description User action and values Commentn for the cust...
SAP Best Practices Sales of Planned Services (212): BPDChoose Exit (Shift + F3) and confirm the Business client message wi...
SAP Best Practices Sales of Planned Services (212): BPDField name Description User action and values CommentOffset/Unit Le...
SAP Best Practices Sales of Planned Services (212): BPDOption 1: SAP Graphical User Interface (SAP GUI)SAP ECC menu Logist...
SAP Best Practices Sales of Planned Services (212): BPD3. Choose Enter.4. On the Display Maintenance Plan: Single cycle pl...
SAP Best Practices Sales of Planned Services (212): BPDField name Description User action and values CommentGeneral Object...
SAP Best Practices Sales of Planned Services (212): BPDBusiness role Service Employee(SAP_NBPR_SERVEMPLOYEE-S)Business rol...
SAP Best Practices Sales of Planned Services (212): BPDResultThe service order has been changed.4.8 Ordering: Assigned Pur...
SAP Best Practices Sales of Planned Services (212): BPDProcedure1. Access the transaction choosing one of the following na...
SAP Best Practices Sales of Planned Services (212): BPDResultThe performed services are reported in the service entry shee...
SAP Best Practices Sales of Planned Services (212): BPDResultThe service entry sheet is approved by the company.4.11 Invoi...
SAP Best Practices Sales of Planned Services (212): BPD9. Go Back to the SAP Easy Access screen (SAP GUI).OrChoose Exit (S...
SAP Best Practices Sales of Planned Services (212): BPDResultThe Service Order is completed technically.4.13 Creating a Bi...
SAP Best Practices Sales of Planned Services (212): BPDField name Description User action and values CommentBilling block ...
SAP Best Practices Sales of Planned Services (212): BPDBusiness role menu Sales → Billing1. In the POWL shown, choose the ...
SAP Best Practices Sales of Planned Services (212): BPDCreate a Maintenance PlanTransaction code ( SAP GUI) IP50Reversal: ...
SAP Best Practices Sales of Planned Services (212): BPDTransaction code ( SAP GUI) IW32Reversal: Change the Service OrderT...
SAP Best Practices Sales of Planned Services (212): BPDTransaction code ( SAP GUI) ML81NReversal: Change Entry SheetTransa...
SAP Best Practices Sales of Planned Services (212): BPDTransaction code ( SAP GUI) DP90Reversal: Cancel Billing RequestTra...
SAP Best Practices Sales of Planned Services (212): BPDinformation about the numbers ofunplanned and complete orders.Sched...
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  1. 1. EHP4 for SAP ERP6.0March 2010EnglishSales of Planned Services(212)SAP AGDietmar-Hopp-Allee 1669190 WalldorfGermanyBusiness Process Documentation
  2. 2. SAP Best Practices Sales of Planned Services (212): BPDCopyright© 2010 SAP AG. All rights reserved.No part of this publication may be reproduced or transmitted in any form or for any purpose without theexpress 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 componentsof 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, SystemStorage, 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 ofIBM 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 ofAdobe 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 orregistered trademarks of Citrix Systems, Inc.HTML, XML, XHTML and W3C are trademarks or registered trademarks of W3C®, World Wide WebConsortium, 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 inventedand implemented by Netscape.SAP, R/3, SAP NetWeaver, Duet, PartnerEdge, ByDesign, Clear Enterprise, SAP BusinessObjectsExplorer, and other SAP products and services mentioned herein as well as their respective logos aretrademarks 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 astheir respective logos are trademarks or registered trademarks of SAP France in the United States and inother countries.All other product and service names mentioned are the trademarks of their respective companies. Datacontained 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 itsaffiliated companies ("SAP Group") for informational purposes only, without representation or warranty ofany kind, and SAP Group shall not be liable for errors or omissions with respect to the materials. The onlywarranties for SAP Group products and services are those that are set forth in the express warrantystatements accompanying such products and services, if any. Nothing herein should be construed asconstituting an additional warranty.© SAP AG Page 2 of 32
  3. 3. SAP Best Practices Sales of Planned Services (212): BPDIconsIcon MeaningCautionExampleNoteRecommendationSyntaxExternal ProcessBusiness Process Alternative/Decision ChoiceTypographic ConventionsType Style DescriptionExample text Words or characters that appear on the screen. These include Fieldnames, screen titles, pushbuttons as well as menu names, paths, andoptions.Cross-references to other documentation.Example text Emphasized words or phrases in body text, titles of graphics and tables.EXAMPLE TEXT Names of elements in the system. These include report names,program names, transaction codes, table names, and individual keywords of a programming language, when surrounded by body text, forexample, SELECT and INCLUDE.Example text Screen output. This includes file and directory names and their paths,messages, source code, names of variables and parameters as well asnames of installation, upgrade and database tools.EXAMPLE TEXT Keys on the keyboard, for example, function keys (such as F2) or theENTER key.Example text Exact user entry. These are words or characters that you enter in thesystem exactly as they appear in the documentation.<Example text> Variable user entry. Pointed brackets indicate that you replace thesewords and characters with appropriate entries.© SAP AG Page 3 of 32
  4. 4. SAP Best Practices Sales of Planned Services (212): BPDContents1 Purpose .....................................................................................................................................52 Prerequisites...............................................................................................................................52.1 Master Data and Organizational Data..................................................................................52.2 Roles....................................................................................................................................62.2.1 Defining Queries for POWL`s........................................................................................73 Process Overview Table.............................................................................................................94 Process Steps...........................................................................................................................104.1 Creation of a Framework Purchase Order .........................................................................104.2 Creating a Customer Contract............................................................................................124.3 Creating a Maintenance Plan.............................................................................................144.4 Scheduling the Maintenance Plan......................................................................................154.5 Displaying Maintenance Plan.............................................................................................164.6 Displaying the Scheduling Overview List............................................................................174.7 Changing the Service Order...............................................................................................184.8 Ordering: Assigned Purchase Requisitions........................................................................204.9 Maintaining Service Entry Sheet........................................................................................204.10 Approving the Service Entry Sheet...................................................................................224.11 Invoice Verification...........................................................................................................234.12 Closing the CS Order Technically....................................................................................244.13 Creating a Billing Request................................................................................................254.14 Creating the Billing Document..........................................................................................265 Follow-up Processes.................................................................................................................276 Appendix...................................................................................................................................276.1 Reversal of Process Steps.................................................................................................276.2 SAP ERP Reports ............................................................................................................316.3 Used Forms........................................................................................................................32© SAP AG Page 4 of 32
  5. 5. SAP Best Practices Sales of Planned Services (212): BPDSales of Planned Services1 PurposeA customer has signed a long-term contract with a service provider. The service provider carriesout services on a frequent basis. Typically, such contracts are service level agreements betweenthe service provider and the customer.The business process starts with a customer who requests frequent or permanent services froma service provider. As a result, a maintenance plan is created, a service order is subsequentlyautomatically generated, and the necessary material parts are ordered.The costs (fee, spare parts, and travel expenses) that result from the service order are enteredinto the service order and billed to the customer, according to the corresponding effort andexpenses.2 Prerequisites2.1 Master Data and Organizational DataRequired master and organizational data was created in your system during implementation,such as the data that reflects the organizational structure of your company, and master data formaterials, vendors, customers, and so on.This master data primarily consists of standardized SAP Best Practices default values andenables you to go through the process steps of this scenario.Additional Master Data (Default Values)You can test the scenario with other SAP Best Practices default values that have thesame characteristics.Check your SAP ECC system to find out which other material master data exists.Using Your Own Master DataYou can also use customized values for any material or organizational data forwhich you have created master data. For more information on how to create masterdata, see the Master Data Procedures documentation.Use the following master data in the process steps described in this document:ServiceService Plant© SAP AG Page 5 of 32
  6. 6. SAP Best Practices Sales of Planned Services (212): BPDMaster data Value Master /org. datadetailsCommentsMaterial/Services D102 ServicesService Master 4000000 Planned ServiceSold-to party 100100 Customer ServicesShip-to party 100100 Customer ServicesPayer 100100 Customer ServicesPlant 1000 Plant 1Storage Location 1040 Storage Location 1040Company Code 1000 Company Code 1000CO Area 1000 CO Area 1000PurchasingOrganization1000 Purch.Org. 1000Purchasing Group 001 Purch. Group 001Sales organization 1000 InlandDistribution channel 10 Sales DirectDivision 10 Product Division 10Functional Location YB50000/00000001 Functional LocationWork Center SERV01 Services: Work Center TechnicalServ.2.2 RolesUseThe following roles must have already been installed to test this scenario in the SAP NetweaverBusiness Client (NWBC). The roles in this Business Process Documentation must be assignedto the user or users testing this scenario. You only need these roles if you are using the NWBCinterface. You do not need these roles if you are using the standard SAP GUI.PrerequisitesThe business roles have been assigned to the user who is testing this scenario.Business role Technical name Process stepEmployee(ProfessionalUser)SAP_NBPR_EMPLOYEE-S Assignment of this role isnecessary for basic functionalityPurchaser SAP_NBPR_PURCHASER-S Creation of a FrameworkPurchase Order,Ordering: Assigned PurchaseRequisitionsService Agent SAP_NBPR_SERVAGENT-S Create a Customer Contract,Create a Maintenance PlanService Employee SAP_NBPR_SERVEMPLOYEE-S Schedule the Maintenance Plan,© SAP AG Page 6 of 32
  7. 7. SAP Best Practices Sales of Planned Services (212): BPDBusiness role Technical name Process stepEmployee(ProfessionalUser)SAP_NBPR_EMPLOYEE-S Assignment of this role isnecessary for basic functionalityDisplay Maintenance Plan,Display the Scheduling OverviewList,Change the Service Order,Maintain Service Entry Sheet,Approve the Service Entry Sheet,Create a Billing RequestAccounts PayableAccountantSAP_NBPR_AP_CLERK-S Invoice VerificationBillingAdministratorSAP_NBPR_BILLING-S Create the Billing Document2.2.1 Defining Queries for POWL`s2.2.1.1 Defining Queries for Service Order (POWL)UseThe following queries must be defined to test this scenario in the SAP NetWeaver BusinessClient (NWBC). You only need these roles if you are using the NWBC interface. You do not needthese roles if you are using the standard SAP GUI.The queries are necessary to access role specific worklists in the SAP NetWeaver BusinessClient (NWBC).For more information on the creation of queries, see the section Creation of Queriesin Personal Object Working Lists (POWLs) in the Quick Guide to Implementing theSAP Best Practices Baseline Package (DE) document.ProcedureChoose the menu path Customer Service → Service Processing → Service OrderBusinessroleApplication Object Type VariantNameVariantSelectionsSelectionCriteriaQueryNameServiceEmployeeServiceOrderService Orders - - Order StatusOutstanding:xIn process: xServiceOrderResultYou can now process the steps Changing the Service Order and Closing the Internal RepairOrder - Technically in the scenario Sales of Planned Services (212).© SAP AG Page 7 of 32
  8. 8. SAP Best Practices Sales of Planned Services (212): BPD2.2.1.2 Defining Queries for Service Entry Sheet (POWL)UseThe following queries must be defined to test this scenario in the SAP NetWeaver BusinessClient (NWBC). You only need these roles if you are using the NWBC interface. You do not needthese roles if you are using the standard SAP GUI.The queries are necessary to access role specific worklists in the SAP NetWeaver BusinessClient (NWBC).For more information on the creation of queries, see the section Creation of Queriesin Personal Object Working Lists (POWLs) in the Quick Guide to Implementing theSAP Best Practices Baseline Package (DE) document.ProcedureChoose the menu path Customer Service → Service Processing → Time Management →Service Entry Sheet.BusinessroleApplication Object Type VariantNameVariantSelectionsSelectionCriteriaQueryNameServiceemployeeServiceEntry SheetPurchasingDocumentsReady forservice Entry- - CompanyCode:1000AllPurchasingDocumentsReadyServiceEntryResultYou can now process the step Approve the Service Entry Sheet in the scenario Sales ofPlanned Services (212):2.2.1.3 Defining Queries for Invoicing (POWL)UseThe following queries must be defined to test this scenario in the SAP NetWeaver BusinessClient (NWBC). You only need these roles if you are using the NWBC interface. You do not needthese roles if you are using the standard SAP GUI.The queries are necessary to access role specific worklists in the SAP NetWeaver BusinessClient (NWBC).For more information on the creation of queries, see the section Creation of Queriesin Personal Object Working Lists (POWLs) in the Quick Guide to Implementing theSAP Best Practices Baseline Package (DE) document.ProcedureChoose the menu path Accounts Payable → Posting → Invoices.BusinessroleApplication Object Type VariantNameVariantSelectionsSelectionCriteriaQueryNameAccounts Invoice Purchasing - - Company All© SAP AG Page 8 of 32
  9. 9. SAP Best Practices Sales of Planned Services (212): BPDBusinessroleApplication Object Type VariantNameVariantSelectionsSelectionCriteriaQueryNamePayableAccountantDocumentsReady forInvoicingCode:1000PurchasingDocumentsReady forInvoicingResultYou can now process the step Invoice Verification in the scenario Sales of Planned Services(212):3 Process Overview TableProcess step ExternalprocessreferenceBusinessconditionBusinessroleTrans-actioncodeExpectedresultsCreate aFrameworkPurchase Order- – Purchaser ME21N The frameworkpurchase orderhas been created.Create a CustomerContract– – Service Agent VA41 Customer Contactis created.Create aMaintenance Plan– – Service Agent IP50 Maintenance Planis created.Schedule theMaintenance Plan– – ServiceEmployeeIP10 MaintenanceOrder is createdfor the first call.DisplayMaintenance Plan– – ServiceEmployeeIP03 Check thepurchaserequisition createdin the backgroundof themaintenance plan.Display theSchedulingOverview List– – ServiceEmployeeIP24 Check theMaintenancePlan.Change theService Order– – ServiceEmployeeIW32 Add details to theservice order.Ordering:AssignedPurchaseRequisitions– – Purchaser ME58 Creation of theService EntrySheet.Maintain ServiceEntry Sheet– – ServiceEmployeeML81N PerformedServices arereported in theService EntrySheet.Approve theService EntrySheet– – ServiceEmployeeML81N The Service EntrySheet is approvedby the company.Invoice – – Accounts MIRO The invoice is© SAP AG Page 9 of 32
  10. 10. SAP Best Practices Sales of Planned Services (212): BPDProcess step ExternalprocessreferenceBusinessconditionBusinessroleTrans-actioncodeExpectedresultsVerification PayableAccountantverified with theService EntrySheet and bookedagainst thepurchase order.Close the ServiceOrder – TechnicalCompletion– – ServiceEmployeeIW32 Set the status to‘Technicallycomplete’.Create a BillingRequest– – ServiceEmployeeDP90 A billing request iscreated withreference to theservice order.Create the BillingDocument– – BillingAdministratorVF01 Generation of theinvoice from thedebit memorequest.SettlementService Orders189: PeriodEnd ClosingCO Orders– See scenariono. 189Seescenariono. 189See scenario no.189Closing theService Order –Business View189: PeriodEnd ClosingCO Orders– See scenariono. 189Seescenariono. 189See scenario no.1894 Process Steps4.1 Creation of a Framework Purchase OrderUseIn this activity, a framework purchase order is created with the document type: FO. Theframework purchase order is the document that is sent to the vendor.Procedure1. Access the transaction choosing one of the following navigation options:Option 1: SAP Graphical User Interface (SAP GUI)SAP ECC menu Logistics → Material Management → Purchasing → Purchase Order→ Create → Vendor/Supplying Plant knownTransaction code ME21NOption 2: SAP NetWeaver Business Client (SAP NWBC) via Business RoleBusiness role Purchaser(SAP_NBPR_PURCHASER-S)Business role menu Purchasing → Purchase Order → Purchase Order →CreatePurchase Order© SAP AG Page 10 of 32
  11. 11. SAP Best Practices Sales of Planned Services (212): BPD2. On the Create Purchase Order screen, make the following entries:Field name Description User action and values CommentOrder type Framework Order Order type ‘FO’Vendor 300100 Vendor ServicesOrg. data tab ChoosePurchasing org. Purchasing_org_1 (1000) Purchasing Org.Purchasinggroup001 Purchasing group001Company Code Company_Code_1 (1000)3. Choose the Additional Data tab.4. On the Additional Data tab, make the following entries:Field name Description User action and values CommentValidity Start <Today’s date>Validity End <Today’s date + 90days>5. Choose Expand Item Overview.6. Choose line item 10, and make the following entries:Field name Description User action and values CommentA F Account AssignmentCategoryI D Item Category inPurchasingDocumentShort Text Planned ServiceOrder quantity 1 Any other value canbe entered here, asappropriate.Delivery date <Date in future>Material group YBSVS1 SP-ServicesPlant Plant_1 (1000)7. Choose Expand Item Details.8. Choose the Services tab.9. In line 10, make the following entries:Field name Description User action and values CommentService No. 4000000 Planned ServiceQuantity 10Gross Price 20 GBP10. Choose Enter.11. On the Account Assignment tab, make the following entries:© SAP AG Page 11 of 32
  12. 12. SAP Best Practices Sales of Planned Services (212): BPDField name Description User action and values CommentG/L Account 500900 Third party fee withhours (ServiceProvider)Cost Center 1321 Services/Consulting12. Save your entries.13. A purchase has been created.Confirm the message with OK and print the Purchase Order.14. The purchase order number is displayed in the PO column.15. Note the purchase order number. Purchase order: _______________________________.16. Go Back to return to the SAP Easy Access screen (SAP GUI).OrChoose Exit (Shift + F3) and confirm the Business client message with Yes to return toSAP Home (SAP NetWeaver Business Client).ResultThe framework purchase order has been created.4.2 Creating a Customer ContractUseThis transaction is used for defining the service level agreement between the services companyand the customer.Procedure1. Access the transaction choosing one of the following navigation options:Option 1: SAP Graphical User Interface (SAP GUI)SAP ECC menu Logistics  Sales and Distribution  Sales  Contract  CreateTransaction code VA41Option 2: SAP NetWeaver Business Client (SAP NWBC) via Business RoleBusiness role Service Agent(SAP_NBPR_SERVAGENT-S)Business role menu Service Processing → Service Agreements → Contracts → CreateContract2. On the Create Contract: Initial Screen, make the following entries and choose Enter.Field name Description User action and values CommentContractTypeSales document type ofthe contractYBC1SalesOrganizatioSelling entity responsible 1000© SAP AG Page 12 of 32
  13. 13. SAP Best Practices Sales of Planned Services (212): BPDField name Description User action and values Commentn for the customerDistributionChannelCustomer grouping 10Division Product or servicegrouping103. On the Create SD Contract: Overview screen, make the following entries and choose Enter.(Default data remains unchanged.)Field name Description User action and values CommentSold-toPartyAlphanumeric keyuniquely identifying thecustomer100100Description Description of contract <Description ofcontract>ContractstartStart date of the contract <Today’s date>ContractEndEnd date of the contract <Today’s date + 90days>Material Alphanumeric keyuniquely identifying theservice productD102TargetQuantityNumber of service units 1004. Choose Enter.5. To enter a price for the Technical Service, mark line item 0010, and choose item conditions6. On the Create SP: SD-Contract: Item Data screen, enter the following data into the next firstempty row:Field name Description User action and values CommentCnTy Condition Type PR00Amount Rate (condition amount orpercentage)Enter the price for theservice, for example, <7.50>UoM Unit of Measure AU7. To assign a functional location to contract, choose (NWBC: More…) extras → Technicalobjects in the menu.8. Go to the Functional loc field and enter YB50000/00000001.9. Go Back to the Create SP: SD-Contract: Item Data screen.10. Go Back to the Create SP: SD-Contract: Overview screen.11. Choose Save.12. Write down the generated contract number 4XXXXXXX for future reference.Contract number: _________________________13. Go Back to the SAP Easy Access screen (SAP GUI).Or© SAP AG Page 13 of 32
  14. 14. SAP Best Practices Sales of Planned Services (212): BPDChoose Exit (Shift + F3) and confirm the Business client message with Yes to return toSAP Home (SAP NetWeaver Business Client).ResultThe system displays the message: SP: SD-Contract 4XXXXXXX has been saved.4.3 Creating a Maintenance PlanUseIn this activity, a service is planned: a maintenance plan delivered weekly for the next 90 days.This transaction is used to create the maintenance plan using a predefined task list.Procedure1. Access the transaction choosing one of the following navigation options:Option 1: SAP Graphical User Interface (SAP GUI)SAP ECC menu Logistics → Plant Maintenance → Preventive Maintenance →Maintenance Planning → Maintenance Plans → Create → ForContract ItemTransaction code IP50Option 2: SAP NetWeaver Business Client (SAP NWBC) via Business RoleBusiness role Service Agent(SAP_NBPR_SERVAGENT-S)Business role menu Service Processing → Preventative Maintenance → MaintenancePlanning → Create ref. for maint. contract item2. In the Create Maintenance Plan: Initial, make the following entries: and choose Enter.Field name Description User action and values CommentMaintenancePlanLeave this field empty.Maint.PlanCat.Service order withoutline agreementSalesDocument<Created in stepCreate a CustomerContract>Item <Item of salesdocument>For example, 0010.PlanningPlant10003. Choose Enter.4. In the Create Maintenance Plan: Single Cycle plan, in the header area, make the followingentries:Field name Description User action and values CommentCycle/Unit 1 / wkCycle text Weekly Cleaning© SAP AG Page 14 of 32
  15. 15. SAP Best Practices Sales of Planned Services (212): BPDField name Description User action and values CommentOffset/Unit Leave this field empty.Counter Leave this field empty.5. On the Create Maintenance Plan: Single Cycle plan screen, make the following entries in theItem area:Field name Description User action and values CommentFunctionallocationYB50000/00000001 Reference objectareaMaintActivityTypeYB1 Planning data area6. On the Create Maintenance Plan: Single Cycle plan screen, check the following entries inthe Item area:Field name Description User action and values CommentOrder type YBS1 Planning data areaMainWorkCtr SERV01 Planning data areaTyp A Task list areaTaskLstGrp 100000 Task list areaGrpCr 2 Task list areaDescription Global Task List Default value whentyping in TaskLstGrpThe task list group can contain predefined operations; the operation can be assignedto external vendors using a purchasing outline agreement.7. Choose the Maintenance plan Scheduling parameters tab.8. On the Maintenance plan scheduling parameters tab, make the following entries.Call horizon Scheduling period Start of cycle70 90 <today’s date>9. Confirm your entries with Enter.10. Save the maintenance plan.11. Make a note of the Maintenance plan number. Maintenance plan: _____________.ResultThe maintenance plan has been created.4.4 Scheduling the Maintenance PlanUseIn this step, the plan is scheduled.Procedure1. Access the transaction choosing one of the following navigation options:© SAP AG Page 15 of 32
  16. 16. SAP Best Practices Sales of Planned Services (212): BPDOption 1: SAP Graphical User Interface (SAP GUI)SAP ECC menu Logistics → Customer Service → Service Agreements →Maintenance Planning → Scheduling for Maintenance Plans →ScheduleTransaction code IP10Option 2: SAP NetWeaver Business Client (SAP NWBC) via Business RoleBusiness role Service Employee(SAP_NBPR_SERVEMPLOYEE-S)Business role menu Customer Service → Service Agreements → Maintenance Plans →Schedule Maintenance Plan2. On the Schedule Maintenance Plan: Initial screen, enter the Maintenance Plan Numbercreated in the step Create a Maintenance Plan.3. Choose Enter.4. On the Schedule Maintenance Plan: Single cycle plan xxxxxxxxx screen, choose Start.5. In the start date dialog box, the default date is today’s date.6. Choose Continue.7. A list of scheduled calls is now on the Scheduled calls tab. To release the first call, select therow and choose Release Call.8. To save the changes to the maintenance plan, choose Save.9. Confirm by choosing Enter.ResultMaintenance plan X is scheduled. The maintenance order is now created for the first call.4.5 Displaying Maintenance PlanUseIn this step, you display the maintenance plan.Procedure1. Access the transaction choosing one of the following navigation options:Option 1: SAP Graphical User Interface (SAP GUI)SAP ECC menu Logistics → Customer Service → Service Agreements →Maintenance Planning → Maintenance Plans → DisplayTransaction code IP03Option 2: SAP NetWeaver Business Client (SAP NWBC) via Business RoleBusiness role Service Employee(SAP_NBPR_SERVEMPLOYEE-S)Business role menu Customer Service → Service Agreements → Maintenance Plans →Display Maintenance Plan2. On the Display Maintenance Plan: Initial screen, enter the maintenance plan number.© SAP AG Page 16 of 32
  17. 17. SAP Best Practices Sales of Planned Services (212): BPD3. Choose Enter.4. On the Display Maintenance Plan: Single cycle plan 0000000000xx screen, choose theMaintenance plan schedule calls tab.If the tab is not visible, the screen size may be too small. Choose the dropdownbutton next to the tab strip to choose tabs.5. To show the order created for the first call, choose the first row6. Choose Display Call object.7. The maintenance order created in the step Create Maintenance Plan is displayed. Make anote of the maintenance order number. Maintenance order: __________________.8. Go Back to return to the SAP Easy Access screen (SAP GUI).OrChoose Exit (Shift + F3) and confirm the Business client message with Yes to return toSAP Home (SAP NetWeaver Business Client).ResultA purchase requisition is created in the background because external procurement has beenchosen for the task.4.6 Displaying the Scheduling Overview ListUseIn this activity, you display the scheduling overview list, using the start date for the selectedperiod as a search criterion.Procedure1. Access the transaction choosing one of the following navigation options:Option 1: SAP Graphical User Interface (SAP GUI)SAP ECC menu Logistics  Customer Service  Service Agreements Maintenance Planning  Scheduling for Maintenance Plans Scheduling Overview  Scheduling Overview andSimulationTransaction code IP19Option 2: SAP NetWeaver Business Client (SAP NWBC) via Business RoleBusiness role Service Employee(SAP_NBPR_SERVEMPLOYEE-S)Business role menu Customer Service → Service Agreements → MaintenancePlans → Maintenance Scheduling Overview2. On the Maintenance Scheduling overview and simulation : Selection screen, make thefollowing entries:© SAP AG Page 17 of 32
  18. 18. SAP Best Practices Sales of Planned Services (212): BPDField name Description User action and values CommentGeneral ObjectSelection :from date<Start date from theactual week>To date <End date from thelast week for theinterval>In the to date field,enter the end ofinterval, for example,one week or onemonth from the startdate.With Equipment XWith Orders XWork Scheduling /Task List Data: Mainwork centerSERV01 Leave the to fieldblank.Display of Maint.Scheduling OverviewTabular withNavigation treeX3. Choose Execute.4. In the navigation tree area, choose the relevant maintenance plan by double-clicking.5. To display the service order, double-click the relevant service order number.6. Go Back to return to the SAP Easy Access screen (SAP GUI).OrChoose Exit (Shift + F3) and confirm the Business client message with Yes to return toSAP Home (SAP NetWeaver Business Client).ResultThe scheduling overview list is displayed.4.7 Changing the Service OrderUseIn this activity, you assign a service contract to the service order.Procedure1. Access the transaction choosing one of the following navigation options:Option 1: SAP Graphical User Interface (SAP GUI)SAP ECC menu Logistics  Customer Service  Service Processing  Order Service Order  ChangeTransaction code IW32Option 2: SAP NetWeaver Business Client (SAP NWBC) via Business Role© SAP AG Page 18 of 32
  19. 19. SAP Best Practices Sales of Planned Services (212): BPDBusiness role Service Employee(SAP_NBPR_SERVEMPLOYEE-S)Business role menu Customer Service → Service Processing → Service Order Change Order2. Enter your order number.3. Confirm your entry with Enter.4. In the Service area, check the following entries:Field name Description User action and values CommentSales document Check the contractnumber and item.You can useinput help (F4)for itemselection.5. On the Change Service order Central Header screen, choose the Operations tab and makethe following entries:Field name Description User action and values CommentShort Text Operation short text Overwrite the short textfrom the global task listwith a short description ofthe planned service.Control Key PM03 Change the control key toPM03.6. Choose External.7. Make the following entries:Field name Description User action and values CommentExternal: FW Order Framework Order Enter the framework ordercreated in the stepCreation of a FrameworkPurchase Order and thepurchase order item 0010.Confirm themessages bychoosing Enter.8. To refer to the conditions of the framework order, go to Service Sel., choose the line FromPurch.Document and enter the FW Order No./Item number9. Confirm with Enter.10. Select the line 10 and choose Adopt services.11. Overwrite the proposed quantity with the required value (for example, 1 m²).12. Go Back.13. Choose Release Order to release the service order.14. Save your entries.15. Go Back to the SAP Easy Access screen (SAP GUI).OrChoose Exit (Shift + F3) and confirm the Business client message with Yes to return toSAP Home (SAP NetWeaver Business Client).© SAP AG Page 19 of 32
  20. 20. SAP Best Practices Sales of Planned Services (212): BPDResultThe service order has been changed.4.8 Ordering: Assigned Purchase RequisitionsUseIn this activity, the system automatically creates a service entry sheet out of the purchaserequisition, which was created automatically in the service order.Procedure1. Access the transaction choosing one of the following navigation options:Option 1: SAP Graphical User Interface (SAP GUI)SAP ECC menu Logistics → Materials Management → Service Entry Sheet →Environment → Requisition SelectionTransaction code ME58Option 2: SAP NetWeaver Business Client (SAP NWBC) via Business RoleBusiness role Purchaser(SAP_NBPR_PURCHASER-S)Business role menu Purchasing → Purchase Requisition → Purchase Requisition →Ordering: Assigned Requisitions2. Enter the framework order number created in the step Creation of a Framework PurchaseOrder in this document.3. Choose Execute. The system shows the line with the outline agreement number you initiallycreated for your vendor.4. Double-click the outline agreement number. A dialog box shows you the automaticallycreated service entry sheet 1000000xx.5. The service entry sheet has been created. Make a note of the entry sheet number.6. Save your entries.7. The service entry sheet has been created.8. Go Back to the SAP Easy Access screen (SAP GUI).OrChoose Exit (Shift + F3) and confirm the Business client message with Yes to return toSAP Home (SAP NetWeaver Business Client).ResultThe service entry sheet has been created.4.9 Maintaining Service Entry SheetUseIn this activity, the performed services are reported in the service entry sheet.© SAP AG Page 20 of 32
  21. 21. SAP Best Practices Sales of Planned Services (212): BPDProcedure1. Access the transaction choosing one of the following navigation options:Option 1: SAP Graphical User Interface (SAP GUI)SAP ECC menu Logistics → Materials Management → Service Entry Sheet →MaintainTransaction code ML81NOption 2: SAP NetWeaver Business Client (SAP NWBC) via Business RoleBusiness role Service Employee(SAP_NBPR_SERVEMPLOYEE-S)Business role menu Customer Service → Service Processing → Time Management →Service Entry SheetFor NWBC: Choose the query All Service Entry sheets. Choose the line with theservice entry sheet number created in step 4.8. Go to step 7.2. On the Display Entry Sheet screen, choose Other Purchase Order.3. In the Select Purchasing Order/Entry Sheet dialog box, make the following entries:Field name Description User action and values CommentPurchase Order <Purchase order number from thestep Creation of a FrameworkPurchase Order in this document >4. Choose Enter. The purchase order is selected and shown in the Purchase Orders/EntrySheets area.5. In the Purchase Orders/Entry Sheets area, select the entry sheet created in the previousstep by double-clicking.6. Choose Display ↔ Change (F5)7. NWBC: Choose More actions → process service entry sheet8. On the 10000000xx Change Entry Sheet screen, make the following entries:Field name Description User action and values CommentShort Text Overwrite the existing text withCleaning report week <weeknumber>The short text is atthe top of the screen,below the purchaseorder number.9. Choose Continue (Enter).10. Save the service entry sheet by choosing Save.11. Confirm the message with Yes.12. Make a note of the entry sheet number. Entry sheet: ____________________________.13. Choose Back to return to the SAP Easy Access screen (SAP GUI).OrChoose Exit (Shift+F3) and confirm the Business client message with Yes to return to SAPHome (SAP NetWeaver Business Client).© SAP AG Page 21 of 32
  22. 22. SAP Best Practices Sales of Planned Services (212): BPDResultThe performed services are reported in the service entry sheet.4.10 Approving the Service Entry SheetUseIn this activity, the service entry sheet is approved by the company. When this is complete, thevendor can send an invoice for the approved amount to the service provider.Procedure1. Access the transaction choosing one of the following navigation options:Option 1: SAP Graphical User Interface (SAP GUI)SAP ECC menu Logistics → Materials Management → Service Entry Sheet →MaintainTransaction code ML81N2. On the Display Entry Sheet screen, choose Other Purchase Order.3. On the Select Purchasing Order/Entry Sheet screen that appears, make the followingentries:Field name Description User action and values CommentServiceEntry Sheet<Entry Sheet number from previousstep>4. Choose Continue (Enter).5. To change the service entry sheet, choose Change (F5).6. In the 10000000xx Change entry Sheet screen, choose Accept (Ctrl + F1) to accept theservice entry sheet as it is.7. Save the entry sheet.Option 2: SAP NetWeaver Business Client (SAP NWBC) via Business RoleBusiness role Service Employee(SAP_NBPR_SERVEMPLOYEE-S)Business role menu Customer Service → Service Processing → Time Management →Service Entry Sheet8. Select the query All Service Entry Sheets for changing the Service Entry Sheet. In the POWLshown beside mark the line with the service entry sheet number created earlier and chooseMore Actions → Process Service Entry Sheet.9. For NWBC: Choose → Entry Sheet → Set Status → Acceptance.10. For NWBC: Choose Save (Ctrl. + S), to save the service entry sheet.11. Go Back to the SAP Easy Access screen (SAP GUI).OrChoose Exit (Shift + F3) and confirm the Business client message with Yes to return toSAP Home (SAP NetWeaver Business Client).© SAP AG Page 22 of 32
  23. 23. SAP Best Practices Sales of Planned Services (212): BPDResultThe service entry sheet is approved by the company.4.11 Invoice VerificationUseThe vendor sends an invoice for the service provided. This invoice must be booked against thepurchase order and verified with the entry sheet.Procedure1. Access the transaction choosing one of the following navigation options:Option 1: SAP Graphical User Interface (SAP GUI)SAP ECC menu Logistics → Materials Management → Logistics Invoice Verification→ Document Entry → Enter InvoiceTransaction code MIROOption 2: SAP NetWeaver Business Client (SAP NWBC) via Business RoleBusiness role Accounts Payable Accountant(SAP_NBPR_AP_CLERK-S)Business role menu Accounts Payable → Posting → Invoices → Enter Incoming Invoicew/ PO Reference2. On the Enter Incoming invoice: Company Code 1000: Overview screen, make the followingentries.If you have not worked in the system before and do not have a default companycode, you must enter the company code 1000 in the dialog box.Invoice Date Amount Reference Calculate tax<TodaysDate><value booked in theservice entry sheet instep Maintain ServiceEntry Sheet of thisdocument>Cleaning week<week number>X3. On the PO reference tab, choose Purchase Order/Scheduling Agreement from the dropdownlist.4. In the Purchasing Document Number field, enter the purchase order number created in thestep Creation of a Framework Purchase Order in this document.5. Choose Enter.You can also search for the purchasing order using F4. Use vendor 300100.6. Select the check box in the Booking OK column for the line item.7. In the item overview area, select the check box in the Final Invoice column.8. Choose Post. The invoice is posted.© SAP AG Page 23 of 32
  24. 24. SAP Best Practices Sales of Planned Services (212): BPD9. Go Back to the SAP Easy Access screen (SAP GUI).OrChoose Exit (Shift + F3) and confirm the Business client message with Yes to return toSAP Home (SAP NetWeaver Business Client).ResultThe invoice has been created and blocked for payment4.12 Closing the CS Order TechnicallyUseOnce all the activities are complete and the completion confirmations are posted, you can set thestatus of the maintenance order to technically complete.Procedure1. Access the transaction choosing one of the following navigation options:Option 1: SAP Graphical User Interface (SAP GUI)SAP ECC menuLogistics → Plant Maintenance → Maintenance Processing →Order → ChangeTransaction code IW322. Enter your order number and confirm with Enter.3. Check again that all expenses for the repairs have been entered on the Costs tab. You canalso choose Document flow to display the assigned confirmation (double-click confirmationitem) and choose Back.4. Choose Complete (technically) to complete the service order technically.Option 2: SAP NetWeaver Business Client (SAP NWBC) via Business RoleBusiness role Service Employee(SAP_NBPR_SERVEMPLOYEE-S)Business role menu Customer Service → Service Processing → Service Order1. Select the active query service order.2. In the POWL shown, mark the line with the order number created earlier and chooseChange.In case you cannot find your document number in the POWL, choose the buttonRefresh in order to display all the documents relevant for the selection.3. Scroll down to the bottom of the screen. Choose Complete Technically4. A screen window appears where additional information regarding the completion can beupdated, to continue choose Enter.5. Go Back to the SAP Easy Access screen (SAP GUI).OrChoose Exit (Shift + F3) and confirm the Business client message with Yes to return toSAP Home (SAP NetWeaver Business Client).© SAP AG Page 24 of 32
  25. 25. SAP Best Practices Sales of Planned Services (212): BPDResultThe Service Order is completed technically.4.13 Creating a Billing RequestUseIn this two-step process, you create an invoice based on the service activity performed by thethird party.A billing request or debit memo request is created with reference to the service order.Procedure1. Access the transaction choosing one of the following navigation options:Option 1: SAP Graphical User Interface (SAP GUI)SAP ECC menuLogistics  Customer Service  Service Processing  Completion Billing Request  Process IndividuallyTransaction code DP90Option 2: SAP NetWeaver Business Client (SAP NWBC) via Business RoleBusiness role Service Employee(SAP_NBPR_SERVEMPLOYEE-S)Business role menu Customer Service → Service Processing → Billing → CS:Resource-Related Billing Doc.2. On the Resource-Related Billing Request: Initial Screen, make the following entries:Field name Description User action and values CommentService order <The service ordernumber you notedearlier>Sales document Leave this field blank.3. Confirm with Enter.The expenses screen for the billing request appears automatically (Billing requestfor resource-related billing document <new>: Expense). This screen shows theactual expenses that the company incurred in providing the service. Choose Salesprice to display the amounts that are invoiced to the customer.4. To save the billing request, choose Billing request.5. Confirm the dialog box with Yes.6. Make a note of the billing request number: ___________________________.7. On the Sales tab, make the following entries:© SAP AG Page 25 of 32
  26. 26. SAP Best Practices Sales of Planned Services (212): BPDField name Description User action and values CommentBilling block Leave this field blank. Absolutely necessary for billingpurposes.Order reason No warranty (YR1)8. Select the item.9. Go to (NWBC: More…) Goto → Items → Conditions.10. Add condition type YBS1 SP: Surcharge with an amount of 10.11. Choose Enter. The surcharge of 10 percent has been added to the Price.12. Go Back.13. Save the billing request.14. Go Back to the SAP Easy Access menu.ResultThe billing request is created with reference to the service order.4.14 Creating the Billing DocumentUseIn this activity, you generate the invoice from the debit memo request.Procedure1. Access the transaction choosing one of the following navigation options:Option 1: SAP Graphical User Interface (SAP GUI)SAP ECC menuLogistics  Customer Service  Service Processing  Completion Billing Document  CreateTransaction code VF012. On the Create Billing Document initial screen, maintain the following fields:Field name Description User action and values CommentDocument Debit memo request from the previousstep3. Confirm your entries with Enter.4. On the Debit Memo (L2) Create: Overview of Billing Items screen, items for services areproposed. Save the proposed debit memo. This generates the billing document. Thenumber of the billing document created is displayed in the status bar. The correspondingaccounting document is created in the background.5. Go Back to the SAP Easy Access menu.Option 2: SAP NetWeaver Business Client (SAP NWBC) via Business RoleBusiness role Billing Administrator(SAP_NBPR_BILLING-S)© SAP AG Page 26 of 32
  27. 27. SAP Best Practices Sales of Planned Services (212): BPDBusiness role menu Sales → Billing1. In the POWL shown, choose the All Sales Documents Due for Billing tab. Select the linewith the sales document and choose Individual Billing Document and then Save. ChooseExit (Shift + F3) to return to the SAP Easy Access menu.You can also post the document as a PDF-Document. To do this, choose IndividualBilling and Show as PDF instead of Individual Billing.ResultThe billing document has been created and assigned to accounting.5 Follow-up ProcessesYou have finished all activities that are part of the business process described in this document.To accomplish subsequent activities of this business process, carry out the process stepsdescribed in one or more of the following scenarios, using the master data from this document.Period End Closing Service Orders (189) (optional)UseAdditional activities must be carried out in this project. These are performed collectively as a partof month-end closing. For more information about the month-end closing procedure, see theBusiness Process Documentation for Period End Closing Service Orders (189).Month-end closing can only be performed once a month.To complete the scenario activities, perform the process steps Settlement Service Orders andClose Completed Service Orders (Business View).6 Appendix6.1 Reversal of Process StepsIn the following section, you can find the most common reversal steps, which you can take toreverse some of the activities described in this document,Create a Customer ContractTransaction code ( SAP GUI) VA41Reversal: Change the customer contractTransaction code ( SAP GUI) VA42Business role Service Agent(SAP_NBPR_SERVAGENT-S)Business role menu Service Processing → Service Agreements → Contracts→ Change ContractComment You can change the customer contract.© SAP AG Page 27 of 32
  28. 28. SAP Best Practices Sales of Planned Services (212): BPDCreate a Maintenance PlanTransaction code ( SAP GUI) IP50Reversal: Change the Maintenance PlanTransaction code ( SAP GUI) IP02Business role Service Employee(SAP_NBPR_SERVEMPLOYEE-S)Business role menu Service Processing → Preventative Maintenance →Maintenance Planning → Change Maintenance Plan-Transaction-IP02Comment You can change the maintenance plan. If you do not needthe maintenance plan, set a deletion flag by choosingMaintenance plan → Functions → Deletion flag → Set.Schedule the Maintenance PlanTransaction code ( SAP GUI) IP10Reversal: Change the call object (service order)Transaction code ( SAP GUI) IW32Business role Production Planner(SAP_NBPR_PRODPLANNER-S)Business role menu Production → Worklist → Change OrderComment Mark the line and choose the button change order.If you do not need the call object (service order),use one the following options:If the order is not released:1. Set the system status NCMP (Not completed)with the function Do Not Execute.2. Set the system status DLFL (Deletion Flag).If the order is released:1. Set the system status CLSD (Closed) with thefunction Complete (Business).2. Set the system status DLFL (Deletion Flag).Change the Service Order© SAP AG Page 28 of 32
  29. 29. SAP Best Practices Sales of Planned Services (212): BPDTransaction code ( SAP GUI) IW32Reversal: Change the Service OrderTransaction code ( SAP GUI) IW32Business role Service Employee(SAP_NBPR_SERVEMPLOYEE-S)Business role menu Customer Service Service Processing ServiceOrder Change OrderComment If the order is not released:1. Set the system status NCMP (Not completed)with the function Do Not Execute.2. Set the system status DLFL (Deletion Flag).If the order is released:1. Set the system status CLSD (Closed) with thefunction Complete (Business).2. Set the system status DLFL (Deletion Flag).Ordering: Assigned Purchase RequisitionsTransaction code ( SAP GUI) ME58Reversal: Change Entry SheetTransaction code ( SAP GUI) ML81NBusiness role Service Employee(SAP_NBPR_SERVEMPLOYEE-S)Business role menu Customer Service → Service Processing → TimeManagement → Service Entry SheetComment You can delete the service entry sheet.Maintain Service Entry SheetTransaction code ( SAP GUI) ML81NReversal: Change Entry SheetTransaction code ( SAP GUI) ML81NBusiness role Service Employee(SAP_NBPR_SERVEMPLOYEE-S)Business role menu Customer Service → Service Processing → TimeManagement → Service Entry SheetComment You can delete the service entry sheet.Approve the Service Entry Sheet© SAP AG Page 29 of 32
  30. 30. SAP Best Practices Sales of Planned Services (212): BPDTransaction code ( SAP GUI) ML81NReversal: Change Entry SheetTransaction code ( SAP GUI) ML81NBusiness role Service Employee(SAP_NBPR_SERVEMPLOYEE-S)Business role menu Customer Service → Service Processing → TimeManagement → Service Entry SheetComment Choose Revoke acceptance (Ctrl + F2).Invoice VerificationTransaction code ( SAP GUI) MIROReversal: Cancel Invoice DocumentTransaction code ( SAP GUI) MR8MBusiness role Accounts Payable Accountant(SAP_NBPR_AP_CLERK-S)Business role menu Accounts Payable → Posting → Invoices → CancelInvoice DocumentComment Enter the invoice number you want to cancel into thePOWL or choose it if already on the POWL and selectReversal Reason.Close the Service Order – TechnicallyTransaction code ( SAP GUI) IW32Reversal: Cancel the Technical CompletionTransaction code ( SAP GUI) IW32Business role Production Planner(SAP_NBPR_PRODPLANNER-S)Business role menu Production → Worklist → Change OrderComment Mark the line and choose the button Change OrderUse Order → Functions → Complete → Canceltechnical completionCreate a Billing Request© SAP AG Page 30 of 32
  31. 31. SAP Best Practices Sales of Planned Services (212): BPDTransaction code ( SAP GUI) DP90Reversal: Cancel Billing RequestTransaction code ( SAP GUI) VA02Business role Sales Administrator(SAP_NBPR_SALESPERSON-S)Business role menu Sales → Sales Orders → Sales Order Processing→ Change Sales OrderComment You can change the billing request document beforeinvoicing if necessary.Create the Billing DocumentTransaction code ( SAP GUI) VF04Reversal: Cancel Billing DocumentTransaction code ( SAP GUI) VF02Business role Billing Administrator(SAP_NBPR_BILLING-S)Business role menu Sales → Billing → Change Billing DocumentComment You cancel the customer invoice and posting to theaccounting.6.2 SAP ERP ReportsUseThe table below lists the most frequently used reports that help you to obtain additionalinformation on this business process.You can find detailed descriptions of the individual reports in the following BusinessProcess Documentation, which provides a comprehensive compilation of allimportant reports:• Financial Accounting: SAP ERP Reports for Accounting (221)• Logistics Processes: SAP ERP Reports for Logistics (222)The descriptions of some reports that are an indispensable part of the process flowmay be located directly in the section where they belong.ReportsReport title Transaction code CommentService and MaintenanceOrdersIW39 A printed list of orders.Equipment list IH10 An equipment list with general data andother information.Cost Analysis MCI8 A list of order types that contains© SAP AG Page 31 of 32
  32. 32. SAP Best Practices Sales of Planned Services (212): BPDinformation about the numbers ofunplanned and complete orders.Scheduling Overview IP24 A list of the maintenance plans withassigned call objects or call dates.Orders: Actual/PlanVarianceS_ALR_87012993 An overview of the actual and plan data oninternal orders.List: Orders S_ALR_87012995 A list of orders by controlling area for aplan/actual comparisonActual Line Items KOB1 A report for actual line items for orders.Execute Report KE30 A report on plan/actual activities.6.3 Used FormsUseIn some of the activities of this business process, forms were used. The table below providesdetails on these forms.Common form name Form type Used in processstepOutputtypeTechnicalnameYB_QM_PM_COMMON SapScript After Release of theService OrderShopPaper© SAP AG Page 32 of 32

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