service contracts process flow
TRANSCRIPT
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EHP7 for SAP ERP6.0
April 2014
English
Service with Time andMaterial Based Billing(198)
SAP AGDietmar-Hopp-Allee 16610 !all"orfGerman#
$%siness Pro&ess Do&%mentation
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Copyright
/ 2014 SAP AG or an SAP affiliate &ompan#. All rights reser'e".
o part of this p%li&ation ma# e repro"%&e" or transmitte" in an# form or for an# p%rpose (itho%t the
epress permission of SAP AG. )he information &ontaine" herein ma# e &hange" (itho%t prior noti&e.
Some soft(are pro"%&ts mar3ete" # SAP AG an" its "istri%tors &ontain proprietar# soft(are &omponentsof other soft(are 'en"ors.
ational pro"%&t spe&ifi&ations ma# 'ar#.
)hese materials are pro'i"e" # SAP AG an" its affiliate" &ompanies +SAP Gro%p for informationalp%rposes onl#5 (itho%t representation or (arrant# of an# 3in"5 an" SAP Gro%p shall not e liale for errorsor omissions (ith respe&t to the materials. )he onl# (arranties for SAP Gro%p pro"%&ts an" ser'i&es arethose that are set forth in the epress (arrant# statements a&&ompan#ing s%&h pro"%&ts an" ser'i&es5 ifan#. othing herein sho%l" e &onstr%e" as &onstit%ting an a""itional (arrant#.
SAP an" other SAP pro"%&ts an" ser'i&es mentione" herein as (ell as their respe&ti'e logos aretra"emar3s or registere" tra"emar3s of SAP AG in German# an" other &o%ntries. Please seehttp(((.sap.&om&orporate-enlegal&op#rightin"e.eptra"emar3 for a""itional tra"emar3 information
an" noti&es.
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Icons
Icon Meaning
8a%tion
Eample
ote
Re&ommen"ation
S#nta
Eternal Pro&ess
$%siness Pro&ess Alternati'eDe&ision 8hoi&e
Typographic Conventions
Type Style Description
Example text !or"s or &hara&ters that appear on the s&reen. )hese in&l%"e fiel"names5 s&reen titles5 p%sh%ttons as (ell as men% names5 paths an"
options.
8ross-referen&es to other "o&%mentation.
Example text Emphasi9e" (or"s or phrases in o"# tet5 titles of graphi&s an" tales.
E:A*P;E )E:) ames of elements in the s#stem. )hese in&l%"e report names5program names5 transa&tion &o"es5 tale names5 an" in"i'i"%al 3e#(or"s of a programming lang%age5 (hen s%rro%n"e" # o"# tet5 foreample5 SE;E8) an"
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Contents
1 P%rpose ..................................................................................................................................... @
2 Prere%isites............................................................................................................................... @
2.1 *aster Data an" Brgani9ational Data..................................................................................@2.2 $%siness 8on"itions.............................................................................................................,
2.C Roles.................................................................................................................................... ,
2.4 Preliminar# Steps.................................................................................................................
C Pro&ess B'er'ie( )ale..........................................................................................................11
4 Pro&ess Steps.......................................................................................................................... 12
4.1 8reating a Ser'i&e otifi&ation...........................................................................................12
4.2 8hanging the Ser'i&e otifi&ation +Bptional Step.............................................................14
4.C 8reating the Ser'i&e Br"er.................................................................................................1@
4.4 8hanging the Ser'i&e Br"er...............................................................................................16
4.@ )ime Re&or"ing +211.........................................................................................................174.6 8onfirming )ime to the Ser'i&e Br"er +Bptional Step.......................................................1
4.7 8onfirming the *aterials =se"...........................................................................................1
4., 8reating Reso%r&e-Relate" $illing Re%est.......................................................................20
4. 8reating the
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Service with Time and Material Based Billing
1 !rpose
Do&%menting a &%stomer re%est for %otation +RF for ser'i&es5 a notifi&ation is &reate" in thes#stem to "o&%ment an" &lassif# the re%ire" (or3. An optional a&ti'it# lets the ser'i&eresponsile &all the &%stomer again to &omplete the information re%ire" to prepare the%otation.
)he ser'i&e or"er is &reate" (ith referen&e to the ser'i&e notifi&ation.
)he ser'i&e or"er &ontains the reso%r&es5 time an" material5 in&l%"e" in the %ote" ser'i&es.
)he ser'i&e or"er is ille" after the ee&%tion of the ser'i&e. )he amo%nt ille" is "etermine" ona time an" materials asis5 the illing metho" %se" is reso%r&e-relate" illing. )he a&t%alre'en%e is gi'en in this &ase # the (or3 a&t%all# performe" an" &an e "ifferent to the %otation
estimate.)he spare parts are non-e&isale.
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Master data al!e Master , org$data details
Comments
*aterialSer'i&e D10C )* $illing
*aterial H100 Pro&%rement-to-Sto&3 +1C0
Spare Part 1
Sol"-to part# 100100 8%stomer Ser'i&es
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Master data al!e Master , org$data details
Comments
!or3 8enter SER?01 Ser'i&es !or3 8enter )e&hni&al Ser'.
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"$" B!siness Conditions)he %siness pro&ess "es&rie" in this Business Process Documentationis part of a igger&hain of integrate" %siness pro&esses or s&ope items. As a &onse%en&e5 #o% m%st ha'e&omplete" the follo(ing pro&esses an" f%lfille" the follo(ing %siness &on"itions efore #o% &anstart going thro%gh this s&ope item
B!siness condition Scope item
)o r%n thro%gh this s&ope item5 the materials m%ste a'ailale in sto&3.
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"$-$1 Deining /!eries or ersonal %0ect 2or3list (%24))he follo(ing %eries m%st e "efine" to test this s&ope item in the SAP et!ea'er $%siness8lient +!$8. o% onl# nee" these roles if #o% are %sing the !$8 interfa&e. o% "o not nee"these roles if #o% are %sing the stan"ar" SAP G=
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2. *a3e the follo(ing entries on the *
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- rocess %verview Ta0lerocess step
Changing theService5otiication
Ser'i&eAgent
Create theService %rder
Ser'i&eAgent
Changing theService %rder
Ser'i&eEmplo#ee
*$11 8onfirm the*aterials =se"
.eso!rce=
.elated Billing
.e#!est
Ser'i&eEmplo#ee
DP0 Reso%r&e-Relate" $illing
Creating theInvoice or theBilling Memo.e#!est
$illingA"ministrator
?04 )he &%stomerin'oi&e has een&reate" an"transferre" to theA&&o%nting
Closing theService %rder
Ser'i&eEmplo#ee
Closing theService %rder
Ser'i&eEmplo#ee
SettlementServiceOrders
')4PeriodEnd!losing!# #rders
% See ')scope item
See ')scope item
See ') scopeitem
Closing theService Order BusinessView
')4PeriodEnd!losing!# #rders
% See ')scope item
See ')scope item
See ') scopeitem
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6 rocess Steps
6$1 Creating a Service 5otiication
*se
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@. 8onfirm #o%r entries (ith Enter.
6. *a3e the follo(ing entries
:ield name Description *ser actionand val!es
Comment
Person
1esponsi9le
Responsile for the %otation
"e'elopment an" ser'i&e"eli'er#
999201 Sear&h &an e "one %sing
the HR organi9ationalstr%&t%re
7. 8he&3 the follo(ing entries in the ocation data ta
:ield name Description *ser action and val!es Comment
.aintPlant *aintenan&e Plant 1000
Sales #rg* Brgani9ational %nit 1000
Distri9ution !hannel iel" 2 10
Di"ision Gro%ping ofser'i&es
10
!ompan/ code inan&ialorgani9ation
1000
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. 8onfirm #o%r entries (ith Enter.
10. Sa'e #o%r entries.
11. *a3e a note of the notifi&ation n%mer IIIIIIIIIIIIIII.
.es!lt
A Ser'i&e otifi&ation is &reate".
6$" Changing the Service 5otiication (%ptional Step)
*se)o a"" more spe&ifi& information that might e rele'ant for %oting &omple ser'i&es5 the ser'i&epro'i"er &alls the &%stomer an" a""s information re&ei'e" in the &all. Sim%ltaneo%sl# the agent"es&ries the &%stomerNs epe&tation in more "etail an" &reates a note regar"ing the &%stomer&all.
)his step is optional an" aime" to sho( the "o&%mentation of &alls (ithin ser'i&e notifi&ations.
roced!re1. A&&ess the transa&tion &hoosing one of the follo(ing na'igation options
%ption 17 S' raphical *ser Interace (S' *I)
S' CC men!ogistics O!ustomer Ser"ice OSer"ice Processing ONoti0icationO!hange
Transaction code IW52
%ption "7 S' 5et2eaver B!siness Client (S' 52BC) via B!siness .ole
B!siness role Ser'i&e Agent +SAPI$PRISER?AGE)IS
B!siness role men! Ser"ice Processing Noti0ication General !hange Ser"ice
Noti0ication
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2. Bn the !hange Ser"ice Noti0ications4 Initial Screen5 enter the notifi&ation n%mer from thepre'io%s se&tion an" &hoose Enter
C. rom the a&tion o on the right5 &hoose og telephone call.
4.
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2. Bn the !hange Ser"ice Noti0ications4 Initial Screen5 enter the notifi&ation n%mer from thepre'io%s se&tion. 8onfirm #o%r entr# (ith Enter
C. 8hoose Ser"* #rder +ao'e the Noti0icationta.
4.
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7. 8onfirm (ith Enter. 8hoose Back.
,. 8hoose 1elease* *' 1ecording Actual $orking &imesan" >*; &ime Sheet4&rans0erring to &arget !omponentsas "es&rie" in the $%siness Pro&essDo&%mentation of the s&ope item Time .ecording ("11).
)o a&&omplish a&ti'ities of the s&ope item5 &arr# o%t the pro&ess steps in the rele'ant $%sinessPro&ess Do&%mentation %sing the master "ata from the follo(ing tale
:ield name Description *ser action and val!es Comment
Data Entr/Pro0ile
8%stomi9e" timesheet profile
$8S SP Ser'i&e Br"er
?e/ Date Date that "eterminesthe "ate rangea'ailale in the time
sheet
A&&ept "efa%lt of to"a#Ns"ate
)he first time a time sheetis &alle" %p5 the 3e# "ate isnot 'isile on the initial
s&reen.PersonnelNum9er
%meri& 3e#i"entif#ing apersonnel re&or"
201 Demo Emplo#ee-D
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:ield name Description *ser action and val!es Comment
Act&/p A&ti'it# t#pe ;ea'e empt# )he 'al%e is seta%tomati&all# after allne&essar# fiel"s are fille"
in an" are &onfirme" (ithEnter*
1ec*#rder Re&ei'er Br"er )#pe in the ser'i&e or"ern%mer from step 4.@
Acti"it/ A&ti'it# %mer )#pe in the A&ti'it#%mer 0010
+ours )ime (or3e" on there&ei'ing oJe&t
An# s&ope item ho%rs Eample ,
:or %ption "7 S' 5et2eaver B!siness Client (S' 52BC) via B!siness .ole
8omplete all prere%isite steps an" the a&ti'ities >*' #ption 3*; 1ecording Actual$orking &imes(or3ing (ith a&&o%nt assignment oJe&t Ser'i&e Br"er an" >*;&ime Sheet4 &rans0erring to &arget !omponentsas "es&rie" in the $%sinessPro&ess Do&%mentation of the s&ope item Time .ecording ("11).
)o a&&omplish a&ti'ities of the s&ope item5 &arr# o%t the pro&ess steps in the rele'ant BusinessProcess Documentation%sing the master "ata from the follo(ing tale
:ield name Description *ser action and val!es Comment
PersonnelNum9er
%meri& 3e#i"entif#ing apersonnelre&or"
201 Demo Emplo#ee-D
Acti"it/ &/pe A&ti'it# t#pe ;ea'e empt# )he 'al%e is set a%tomati&all#after all ne&essar# fiel"s arefille" in an" are &onfirme"(ith Enter*
1ec*#rder Re&ei'erBr"er
)#pe in the ser'i&e or"ern%mer from step 4.@
#per*@Act* A&ti'it#n%mer inSer'i&e Br"er
for eample5 0010 )#pe in the Ser'i&e Br"er
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6$? Conirming Time to the Service %rder (%ptionalStep)
*seAs an alternati'e to 8A)S5 time &an e reporte" %sing the Ser'i&es time &onfirmationtransa&tion. =nli3e 8A)S5 #o% "o not nee" to i"entif# a personnel n%mer to report the (or3ingtime no(.
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2. Bn theEnterGoods .o"ement4 Initial Screen7&hoose &o #rderan" ma3e the follo(ingentries
:ield name Description *ser action and val!es Comment
#rder Num9er o%r ser'i&e or"er
C. 8onfirm #o%r entries (ith Enter.
4. Bn the Enter Goods .o"ement4 Select s&reen5sele&t the rele'ant items5 &hooseAdopt Detailsan" &he&3 the entries.
@. Sa'e the goo"s iss%e "o&%ment.
.es!lt)he material &ons%mption is poste" an" the sto&3 le'el is re"%&e" in the s#stem.
6$8 Creating .eso!rce=.elated Billing .e#!est
*se$illing ta3es pla&e in t(o steps.
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1. Bn the 1esource-1elated Billing 1e5uest4 initial Screen5 ma3e the follo(ing entries
:ield name Description *ser action and val!es Comment
Ser"ice #rder $illale Ser'i&e Br"er Ser'i&e Br"er &reate" in pre'io%s step
2. )o start &reating the illing re%est5 &hoose Enter.
C. Bn the Billingre5uest 0or resource-related 9illing document ne=4 Expensess&reen5&hoose Sa"e Billing 1e5uest (Shi0t 8.
4. 8onfirm the (arning message Do /ou reall/ =ant to create the 9illing re5uestF (ith es*
@. Bn the Salesta5 in the #rder reasonfiel"5 sele&t No =arrant/.
6. Bn the !hange De9it .emo 1e5u* ,,,,xxx4 #"er"ie= s&reen7 "elete the illing lo&3 #lea'ing the fiel" lan3.
7. Sele&t all items an" .enu Goto Item !onditions an" ma3e the follo(ing entries
:ieldname
Description *ser action and val!es Comment
!n&/ 8on"ition)#pe
Sele&t &on"ition t#pe $S1 SP S%r&harge tothe &osts
Amount )#pe in a per&entage #o% (ant to a"" to the&osts an" &harge to the &%stomer
,. 8hoose Nextto go to the net item an" repeat step 7.
or the ser'i&e material items the stat%s on &on"ition t#pe ?PRS
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1C. 8hoose Enter7 an" sele&t .enu Goto +eader Billing*;ea'e the fiel" Billing Block
lan3 an" sa'e #o%r entries.
.es!lt)he Reso%r&e-Relate" $illing Re%est is &reate".
6$9 Creating the Invoice or the Billing Memo .e#!est
*se
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2. Bn the Billing s&reen5 &hoose the Billing Due istta or the Billing Due ist%er# +refreshthe &%rrent %er# if ne&essar#.
C. Enter the rele'ant or"er n%mer an" sele&t the #rder-1elated &he&3o. 8hooseAppl/.
4. Sele&t the lines (ith the sales "o&%ments to ill an" &hoose Billing in Background.
@. )he s#stem "ispla#s a list of the &reate" illing "o&%ments.
.es!lt)he in'oi&e is &reate" an" assigne" to the a&&o%nting.
6$9$1 %ptional7 rinting a Billing Doc!ment
*se)his transa&tion is %se" for printing the $illing Do&%ment.
roced!re1. A&&ess the transa&tion &hoosing one of the follo(ing na'igation option
%ption 17 S' raphical *ser Interace (S' *I)
S' CC men! ogistics < Sales and Distri9ution < Billing < Billing Document
Transactioncode
)+02
%ption "7 S' 5et2eaver B!siness Client (S' 52BC) via B!siness .ole
B!siness role $illing A"ministrator
+SAPI$PRI$
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1.
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2. rom the F%er# list5 &hoose the F%er# Ser"ice #rders5 sele&t the line (ith the or"er n%mer&reate" in the pre'io%s step5 an" &hoose !hange #rder*
C. Bn the !hange Ser"ice #rder >4 !entral +eader s&reen5 &hoose !omplete(technicall/+8trl12 to &ontin%e.
4. A "ialog o "ispla#s (here a""itional information regar"ing the &ompletion &an e %p"ate".)o &ontin%e5 &hoose Enter.
.es!lt)he Ser'i&e Br"er is &omplete" te&hni&all#.
> :ollow=*p rocesseso% ha'e finishe" all a&ti'ities that are part of the %siness pro&ess "es&rie" in this "o&%ment.
)o a&&omplish s%se%ent a&ti'ities of this %siness pro&ess5 &arr# o%t the pro&ess steps"es&rie" in one or more of the follo(ing s&ope items5 %sing the master "ata from this "o&%ment.
'cco!nts .eceiva0le (1>@)
*se
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? 'ppendi