iw51_create service notification

PROCESS PROCEDURE

Create Service Notification

Version: ERP(IS-U): 6.07

Status: Checked:

Version History

Version Date Description Prepared by Reviewed by Approved by

01 01.09.2014 Original Vlad Aron Diana Coloja

Create Service Notification – Transaction code IW51

Purpose

Creation of a service notification

Transaction Menu Path

To create a service notification, you should use transaction IW51 from following path:

Logistics --> Customer Service --> Service Processing --> Notification --> IW51– Create (General)

Copyright © 2014 S&T All rights reserved

ASAPIS-U Implementation project

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Alternatively, you can directly access the transaction by typing t-code in command filed and press <Enter> or click on the check mark icon in the top left side corner of the screen:

Procedure Steps

In the “Create Service Notification: Initial Screen" screen enter information in fields as following:



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Field Name Description R/O * User Actions and Allowed Values RemarksNotification Type

Notification Type

R Select a value from the drop down list (type Z*)

Reference Notification

Notification O Select a value from the drop down list if you want the system to copy the field contents from this key when creating a new notification

*R – Required, O – Optional

Press Enter key or click on the check mark icon in the top left side corner to get to “Create Service Notification <description of the work notification type>” screen:



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Enter the field value according to the following table (depending on notification type, some fields can be mandatory):

Field Name Description R/O *

User Actions and Allowed Values

Remarks

Description Description R Enter a brief description of the

When creating a work order for the first time click the Show

long text window icon . The Long Text Window is



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reported problem in the Short text field

displayed and the Short Description Field will be grayed out (data cannot be input into it). The Long Text Window will default to an open display for all future input of Work Order data, data can no longer be entered in the short description field unless the Long Text Window has been manually closed.

Sold-to party

Sold-to party

R/O

Select a value for the client code from the drop down list

Pur. order Protocol number

O/R

Insert a protocol number

Purchase order date

Protocol date

O/R

Insert a protocol registration date

Func. Loc. Functional location

O/R

Select a value from the drop down list

If outstanding notifications exist for the selected reference object (functional location/equipment), the following screen will be displayed:

Press Enter key or click on the check mark

icon to get to be redirected to “Create Service Notification <description of the work notification type>” screen

Equipment Equipment O Select a value from the drop down list

Same as for functional location

Coding Coding R Select a value from the drop down list

Long text Long text O Insert additional details regarding the



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problem/address etc.

Object part Object part O Select a value from the drop down list

Defect type

Defect type O/R


Text Text for defect type

O Insert additional details regarding the reported problem

Cause code

Cause code

R Select a value from the drop down list if the field is not filled

Most of the times, when the notification is created from Customer Interaction Center this value will be brought from the contact

Priority Priority O/R


After filling this value the following screen is displayed:

Select:- Yes if you want the execution date to be

reset according to priority- No if you don’t want the execution date to

be reset according to priority-

Required start

Required start

R Select a date to specify when the activity should start

Required end

Required end

O Enter an estimated finish date for the work


To insert information regarding address details you have the following options:1. Customer address screen, by clicking Maintain partner address button :



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Address data in this screen is taken from the client master data. It can be changed, but this will not update the client master data address details

2. Object address screen by clicking Partner overview button . Information in this screen cannot be changed, it is taken from the reference object (equipment/functional location)

3. Message address screen, by clicking Maintain partner address button :



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The following screen will be displayed:



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Enter the field value according to the following table:

Field Name Description R/O * User Actions and Allowed Values RemarksCountry Country R Select BG from the drop down list


Click More fields button to expand address screen:



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Field Name Description R/O *

User Actions and Allowed Values Remarks

Name Name O A value is to be entered

Building code Building code R A value is to be entered

Room Room O A value is to be entered

Floor Floor O A value is to be entered



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c/o Entry number O A value is to be entered

GIS address code

GIS address code O A value is to be entered

Building name Building name O A value is to be entered

Street Street R Select a value from the drop down list

House number House number R/O

A value is to be entered

Additional address 1


O A value is to be entered



O A value is to be entered

District District R It is automatically filled if has been defined at street level, if not, a value is to be entered

Postal code Postal code O It is automatically filled if has been defined at street level and city, if not, a value is to be entered

City City R It is automatically filled if has been defined at street level, if not, a value is to be entered

Region Region O It is automatically filled if has been defined at street level, if not, a value is to be entered

Reg. Struct. Grp.

Reg. Struct. Grp. R It is automatically filled if has been defined at street level, if not, a value is to be entered

Telephone Telephone O A value is to be entered*R – Required, O – Optional

While introducing data interrogation screens regarding address acceptance may be generated. Click YES option to adopt data.

To validate the address click the green check mark

For notification type Z9-Written correspondence an additional custom tab was defined – Answering dates:



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Field Name Description R/O * User Actions and Allowed Values

Remarks

Date of temporary answer

Date of temporary answer

O/R Select a date when the temporary answer was sent

When user status Temporary answer sent is set, this field is mandatory

Date of final answer

Date of final answer

O/R Select a date when the final answer was sent

When user status Executed-answer sent is set, this field is mandatory


To assign partners to the notification header click Partners button :



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The following screen is displayed:

Continue entering field values according to the following table:

Field Name

Description R/O * User Actions and Allowed Values

Remarks

Funct Function R Select a value from the drop down list

Partner Partner R Select a value from the drop down list

1.Select field and click the match code

2.Select Structure search option

3.Choose a generc search term

4. Expand the structe and then select the desired entry



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To be redirected to the initial screen click

Back button


To put in process a notification click Put in process button :

The system status will be automatically updated with a new value – NOPR:



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:

To postpone a notification click Postpone button .The system status will be automatically updated with a new value – NOPO:

To create an attachment click on Services for Object arrow. In case tasks are assigned to the notification the following screen will be displayed:



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Select the line corresponding to the notification by clicking on the marked button and validate by

clicking the green check mark .

Inside the new displayed screen execute the following steps:

Select the file and click Open button:

Confirm the decision:



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The following message is displayed on the status bar at the bottom of the screen:

Click on Tasks tab to assign work that needs to be performed by the responsible department in order that the problem is solved (depending on notification type, you may find/not find values for tasks):

You may enter field values according to the following table:

Field Name Description R/O * User Actions and Allowed Values

Remarks

Code group Code group O Select a value from the drop down list

Task code Task code O Select a value from the drop down list



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Task text Task text O You may input additional information regarding the work that needs to be done

Task processor

Task processor

O It is better to insert this information at the notification header level!!!!

Responsible Responsible O Select a value from the drop down list

It is better to insert this information at the notification header level!!!!

Planned start date

Planned start date

O Select a date when the task processing should start

Planned start time

Planned start time

O Select the time when the task processing should start

Planned finish date

Planned finish date

O Select a date when the task processing should finish

Planned finish time

Planned finish time

O Select the time when the task processing should finish

Completed by

Completed by O

Fill information regarding the person that has completed the task

Completion date

Completion date

O Select the date when the task has been completed


Click on Save icon to save the notification.



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The following message type is displayed on the status bar at the bottom of the screen.



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iw51_create service notification

Documents

field value

service notification

new notification

customer service

service processing

following screen

field namedescriptionro

long text window icon