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Former Member

which sd business process do i use for this scenerio

Hello Everyone,

Please I have this client i am trying to design the best SD Business Process for. The Client is a Service Contract company, they rent their equipments and personnel to their customers for a price measured per day. Their process starts with using a tender (if won?) - Create a contract - client request for service - service notification - Service order created to consume value from the contract - Mobilization is effected - A Field Tracker Report is submitted monthly (this specifies actual activities that and day used so far on the project site to generate the bill for the month - Periodic billing) - An account note is sent to the client to verify the Field Tracker Report (if ok?) - Invoice is issued. This is the basic process.

Please prescribe to me the best way to model this their process in SAP SD. I have seen the Service Contract with Periodic Billing on SAP Best Practice but it doesn't seem to fit in well because it is not a maintenance service.

Best regards,

Patrick

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5 Answers

  • Oct 09, 2013 at 06:43 AM

    Dear,

    Contract Type- WV ( Service ad Maintenance ) will be perfectly fit for this scenario with Periodic Billing .

    Let me know if you have any doubts on this.

    Thanks,

    Naren

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  • Oct 09, 2013 at 06:57 AM

    Hi Patrick,

    It seems you have go with Order related billing with Milestone & Periodic Billing.I am not sure that are you taking help of the SAP Project System to measure the project costing & budgeting.

    The process will be (You can do the SAP Inquiry & Quotation if you want to track the Tender process)

    1.Create Sales order after you receive valid PO from the Customer.

    2.Maintain Item Category TAO or TAX if you want to address the qty related billing.

    3.Maintain the Milestone/Periodic Billing Plan.

    4.Do the Billing (F1)as per Billing Plan or qty if TAX item cat.

    Also to certify the manpower & equipment you can take help of Order related Proforma invoice (F5).

    If you have any query do let me know.

    Thanks,

    Suman$

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  • Oct 09, 2013 at 07:52 AM

    Hi,

    you have to use SD and CS integration to accomplish your process

    you have to create a AMC, Annual Mainttenance Contract with the customer for certain kind of services

    Use VA41 with contract WV

    and create a Maintenance plan , if you get the contract which will create service order in back end based on the Maintenance Plan

    In the service order you can plan your activities and components for service and capture planned cost

    while confirming you will get actual cost based on the resources and service

    Hope it is clear

    regards,

    santosh

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    Former Member
    Oct 09, 2013 at 03:57 PM

    Thanks Santosh, Suman and Naren for your contributions, but I like to note that this client has SAP PM but they only sell service of rental equipments, they don't sell service for maintenance. The initial Business Process I stated earlier is their Legacy Business Process.

    I am thinking to use this Business Process for the client: Inquiry - Sales Activities - Quotation - Create contract - Sales Order to consume contract - Field Tracking Report is used in Outbound delivery to send partial delivery note (this is sent to client in place of the Account note before billing, with this partial delivery, monthly periodic billing is done so that the Sales Order still has open value to be delivered for the subsequent months) if ok? - create invoice.

    Please what is your opinion about this, also throw more light?

    Regards,

    Patrick

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    Former Member
    Apr 27, 2014 at 06:03 AM

    Hi Patric

    I would suggest you to go through CS (Customer Service) for the same for better mapping.

    Thanks&Regards

    A.Anil

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