Startup service in Order

[former_member216388]

Hello Everyone,

The client sells startup service on a standard sales order along with the product how could I map this process.

Regards

Madan Shetty

[moazzam_ali]

Hi

Your question is not clear. For better suggestion you need to give some more information. What is startup service? What is your product? We can sale service and material in same order. Did you check in Google?

Thank$

[former_member216388]

Hello Moazzam ,

The customer sells service/ maintenance packages along with the product and for large machinery which requires installation the same is free for a fixed period but chargeable post that period.

I had a look at SAP help and it talks about automatic creation of service order etc. But I wanted to restrict this to the Sales order document.

Please advice.

Regards

Madan Shetty

[jpfriends079]

1. customer sells service/ maintenance packages along with the product and for large machinery which requires installation 
2. the same is free for a fixed period but chargeable post that period.

Part 1, you have standard TAD as Item Category for Service.

Part 2, prepare you pricing to take care of that.

FYI, service order (IW31) are used for maintenance process.

Thanks, JP

[moazzam_ali]

Hi

As JP suggested you it is controllable with TAD and TAN item categories or copies of these. For free material you can use 100% discount or may be free goods functionality. Service order is not required here because it is required when you have to calculate labor hour or you have to issue some components on some repair etc. Check functionality of service item category TAD and normal sales TAN and determine these based on material and sales document type.

Thank$

[former_member216388]

Moazzam

we use CS functionality(Return and repair+techinician onsite ) as well and in this case the Client might require to capture the labor hours  being used when the techinician is onsite(for a scenario where installation is free for a week but chargeable after that ) that is the reason why I am a bit confused.

Regards

Madan Shetty

[former_member216388]

Moazzam from a CS scenario perspective we have everything in place. My issue is only with mapping sale of service component along with selling the product.

Appreciate your time.

[moazzam_ali]

So from your explanation I am assuming that your everything is working fine and you just need to link free service sale with some machine? Machine has separate material and stock. In sale order you want to add two line items i.e. one for machine and other for service but you want that service should come automatically when you enter machine material. Am I right?

You could use Sales BOM or free goods functionality here if this is what your requirement is. When you'll enter machine's material, a new line item will be created automatically. Price, delivery and billing relevance etc can be controlled in item category settings.

Thank$

[former_member216388]

Moazzam thanks--- the problem with using TAD is since its a service material I will have to bill using  Sales Order but the product would be billed on delivery.

Regards

Madan Shetty

[former_member216388]

Moazzam

I will have to use F2 for the product billing and F1 for the service billing. Any other solution by which i could bill them both through an F2  billing document type------ I know it is  highly unlikely but I would like to get your opinion on the same.

[moazzam_ali]

Hi

You can change the settings for TAD. Make a copy of TAD to ZTAD and change it as per your own requirement. Make it relevant for delivery and assign some schedule line category without any movement type. With this service item will be copied to delivery but it won't be issued in delivery. In other words it will work like text item but you can bill it in same billing document using same billing relevancy which you use for TAN.

Thank$

[former_member216388]

Moazzim if I need to capture the cost associated with a service introduced in the sales order is it possible to create a Service order from the sales Order  automatically(like the third party scenario)....is there a strategy group that could do the same.

Regards

Madan Shetty

[Former Member]

Hi Madan,

Yes, its possible, to have auto Service Order creation

Please follow the below combination:

Item Category                      Reqt class                Reqt. Type

IRRP                                     203                            SERP

For detailed explanation on the repair process - please refer the below link:

Returns and Repair Processing - Code Exchange - SCN Wiki

Please let me know for any specific query.

Regards

[moazzam_ali]

Hi

Yes it is possible but if you use repair process. You can't create service order in normal sale order but if you use repair process you could do that. A link has already been shared with you and you can further search in google.

Thank$

[former_member216388]

Thank you Raj &  Moazzam,

What i have done is use a normal sales order with both Product and Service material using TAD item category I assigned 204 requirment to this item category which resulted in the service order being created in the background--- which was the client requirement. So now I can deliver the regular material and bill as well,  but still continue the service aspect using the service order. My only doubt is with regards to  how the service part will be billed. CS side or using the Order.

I am still testing the scenario will update the forum soon.

[Former Member]

Hi Madan,

If its just the inclusion of both deliverable of products and service in one sales order - then we can just play around the item categories - that is, for the material use TAN and for service use any item category which has direct billing without delivery.

But, you require automatic service order creation and for which you require the respective requirement class. Now, next is you are telling that you use Customer Service module as well.

For billing - you can use Resource Related Billing which uses the concept of DIP. Resource related billing means - though based on the standard material and labour would be picked from the settings performed earlier - the billing happens based on the confirmation that the service technician does. To understand more on this - please go through the SAP Note - 301117.

Please let me know for any further help in this regard.

Regards