wt_cs_199_bpd_en_xx_v4607

Business Process Procedures

SAP VP WT Service Contract with Periodic Billing (199): BPD

SAP VP WT V4.607June 2014EnglishEnglish

APOService Contract with Periodic Billing (199)

SAP AGDietmar-Hopp-Allee 1669190 WalldorfGermanyBusiness Process Documentation

SAP AGPage 4 of 48Copyright

2014 SAP AG or an SAP affiliate company. All rights reserved.No part of this publication may be reproduced or transmitted in any form or for any purpose without the express permission of SAP AG or an SAP affiliate company.SAP and other SAP products and services mentioned herein as well as their respective logos are trademarks or registered trademarks of SAP AG (or an SAP affiliate company) in Germany and other countries. Please see http://global.sap.com/corporate-en/legal/copyright/index.epx#trademark for additional trademark information and notices.Some software products marketed by SAP AG and its distributors contain proprietary software components of other software vendors.National product specifications may vary.These materials are provided by SAP AG or an SAP affiliate company for informational purposes only, without representation or warranty of any kind, and SAP AG or its affiliated companies shall not be liable for errors or omissions with respect to the materials. The only warranties for SAP AG or SAP affiliate company products and services are those that are set forth in the express warranty statements accompanying such products and services, if any. Nothing herein should be construed as constituting an additional warranty.In particular, SAP AG or its affiliated companies have no obligation to pursue any course of business outlined in this document or any related presentation, or to develop or release any functionality mentioned therein. This document, or any related presentation, and SAP AGs or its affiliated companies strategy and possible future developments, products, and/or platform directions and functionality are all subject to change and may be changed by SAP AG or its affiliated companies at any time for any reason without notice. The information in this document is not a commitment, promise, or legal obligation to deliver any material, code, or functionality. All forward-looking statements are subject to various risks and uncertainties that could cause actual results to differ materially from expectations. Readers are cautioned not to place undue reliance on these forward-looking statements, which speak only as of their dates, and they should not be relied upon in making purchasing decisions.

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Contents

1Purpose52Prerequisites52.1Master Data and Organizational Data52.2Business Conditions72.3Roles82.3.1Defining Queries for Personal Object Worklist (POWL)82.4Preliminary Steps113Process Overview Table134Process Steps154.1Creating a Customer Contract154.1.1Optional Printing a Customer Contract164.2Creating a Service Notification184.3Changing the Service Notification194.4Creating a Service Order204.5Changing the Service Order224.6Time Recording (211)254.7Travel Management (191)264.8Confirming the Materials Used284.9Creating a Purchase Order294.9.1Optional Printing Purchase Order304.10Confirming the Goods Receipt334.11Entering the Invoice for Purchase Order344.12Displaying Planned/Actual Costs364.13Closing the Service Order Technical Complete374.14Creating the Billing of Contract384.14.1Optional Printing a Billing Document394.15Printout of Billing Documents and Delivery Notes on Prenumbered Forms (only relevant for CL/PE)404.16Void Unused Prenumbered Document (Optional only relevant for CL/PE)425Follow-Up Processes446Appendix456.1Reversal of Process Steps456.2SAP ERP Reports466.3Used Forms48

Service Contract with Periodic BillingPurposeA service provider has a service contract with a customer.The business process starts with a notification and a service order.The costs (fee, spare parts and travel expenses) resulting from the service order are account assigned to the service order and billed to the customer by Contract Periodic Billing. The services provided are represented in the sales contract and sales order per units of service, so the service can be divided and billed into discrete units.The price of the service unit is not calculated by the system in this example, but updated manually in the contract by the service provider after negotiating it with the customer.If necessary, spare parts are ordered and purchased.PrerequisitesMaster Data and Organizational DataA range of indispensable master and organizational data was created in your ERP system in the implementation phase, such as the data that reflects the organizational structure of your company, as well as master data that suits its operational focus, for example, master data for materials, vendors, customers, and so on.This master data usually consists of standardized SAP Best Practices default values and enables you to go through the process steps of this scope item.

Additional Master Data (Default Values)You can test the scope item with other SAP Best Practices default values that have the same 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 for which you have created master data. For more information about creating master data, see the Master Data Procedures documentation.Use the following master data in the process steps described in this document:ServiceService PlantMaster dataValueMaster/org. data detailsComments

Material/ServicesD102Services

MaterialH100Procurement-to-Stock (130)Spare Part 1

Sold-to party110000100Customer ServicesIf you want to send form print outs via e-mail instead of using the print functionality make sure that you have maintained a valid e-mail address in the customer master data For details please refer to the following documents: Create Customer Master (155.18)Printing: Forms adaptation guide.doc

Ship-to party110000100Customer Services

Payer110000100Customer Services

Plant1010Plant 1

Storage Location1014Shipping - (w/o

Company Code1000Company Code 1000

CO AreaA000CO Area 1000

Purchasing Organization1000Purch.Org. 1000

Sales organization1010Inland

Distribution channel10Sales Direct

Division10Product Division 10

Functional LocationYB50000/10000001Functional Location

Personnel Number910201Demo Employee-D

Work Center SERV01Services: Work Center Technical Serv.

Supplier310000013

Vendor ServicesIf you want to send form print outs via e-mail instead of using the print functionality make sure that you have maintained a valid e-mail address in the vendor master data For details please refer to the following documents:Create Vendor Master (155.14)Printing: Forms adaptation guide.doc

Business ConditionsThe business process described in this Business Process Documentation is part of a bigger chain of integrated business processes or scope items. That is why you must have completed the following processes and fulfilled the following business conditions before you can start running this scope item:Business conditionScope item

To run this scope item, the materials must be available in stock. If you use trading goods (HAWA) you can either: run the process Procurement-to-Stock (130) or create stock using transaction MIGO (for details see section Preliminary Steps).Procurement without QM (130) Do not install the Business Process Procurement-to-Stock (130), but follow the steps described in the Business Process Documentation Procurement-to-Stock (130).

RolesUseThe following roles must have been installed to test this scope item in the SAP NetWeaver Business Client (NWBC). The roles in this Business Process Documentation must be assigned to the user or users testing this scope item. You do not need these roles if you are not using the NWBC interface, but the standard SAP GUI.PrerequisitesThe business roles have been assigned to the user who is testing scope item..Business roleTechnical nameProcess step

Employee (Professional User)SAP_NBPR_EMPLOYEE_SAssignment of this role is necessary for basic functionality.

Service AgentSAP_NBPR_SERVAGENT_SCreating a Customer ContractCreating a Service NotificationChanging the Service NotificationCreating a Service Order

Service EmployeeSAP_NBPR_SERVEMPLOYEE_SChanging the Service OrderConfirming the Materials UsedDisplaying Planned/Actual CostsClosing the Service Order Technical complete

PurchaserSAP_NBPR_PURCHASER_SCreating a Purchase Order

Accounts Payable AccountantSAP_NBPR_AP_CLERK_SEntering the Invoice for Purchase Order

Warehouse ClerkSAP_NBPR_WAREHOUSECLERK_SConfirming the Goods Receipt

Billing AdministratorSAP_NBPR_BILLING_SCreating the Billing of Contract

Billing Administrator (CL/PE)Only Relevant for Chile and Peru

SAP_NBPR_BILLING_CL_PE_SPrintout of Billing Documents and Delivery Notes on Prenumbered Forms (only relevant for CL/PE)Unused Prenumbered Document (Optional - only relevant for CL/PE)

1.1.1 Defining Queries for Personal Object Worklist (POWL)Defining Queries for Service Order (POWL)UseThe following queries must be defined to test this scope item in the SAP NetWeaver Business Client (NWBC). You only need these roles if you are using the NWBC interface. You do not need these roles if you are using the standard SAP GUI.The queries are necessary to access role-specific worklists in the SAP NetWeaver Business Client (NWBC).

For more information about query creation, see the section Creation of Queries in Personal Object Working Lists (POWLs) in the Quick Guide to Implement the SAP Best Practices Baseline Package (DE) document.ProcedureBusiness Role:SAP_NBPR_SERVEMPLOYEE_S, Service EmployeeNWBC menu path:Customer Service Service Processing Service Order Service Order WorklistBusiness roleApplicationObject TypeSelection CriteriaQuery Name

Service EmployeeService OrderMaintenance OrdersOrder Status outstanding: xIn process: xService Orders

ResultYou can now process the steps Changing the Service Order and Closing the Service Order Technical complete in the scope item Service Contract with Period Billing (199).Defining Queries for Goods Receipt (POWL)Business Role: SAP_NBPR_WAREHOUSECLERK_S, Warehouse ClerkNWBC menu path: Warehouse Management Receiving Purchase Order Goods Receipts.Business roleApplicationObject TypeSelection CriteriaQuery Name

Warehouse ClerkGoods receiptPurchasing Documents Ready for Goods ReceiptCompany Code: 1000Plant: 1010Purchasing Documents Ready for Goods Receipt_1

ResultYou can now process the step Confirming the goods receipt in the scope item Service Contract with Periodic Billing (199).Defining Queries for Invoicing (POWL)UseThe following queries must be defined to test this scope item in the SAP NetWeaver Business Client (NWBC). You only need these roles if you are using the NWBC interface. You do not need these roles if you are using the standard SAP GUI.The queries are necessary to access role-specific worklists in the SAP NetWeaver Business Client (NWBC).

For more information about query creation, see the section Creation of Queries in Personal Object Working Lists (POWLs) in the Quick Guide to Implement the SAP Best Practices Baseline Package (DE) document.ProcedureBusiness Role:SAP_NBPR_AP_CLERK_S, Accounts Payable AccountantChoose the menu path Accounts Payable Posting Invoices Invoice.Business roleApplicationObject TypeSelection CriteriaQuery Name

Accounts Payable AccountantInvoicePurchasing Documents Ready for InvoicingCompany Code: 1000Purchasing Documents Ready for Invoicing

Result You can now process the step Entering the Invoice for Purchase Order in the scope item Service Contract with Periodic Billing (199).Preliminary StepsUseTo run this scope item, the material H100 (Spare Part) must be available in stock.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 Inventory Management Goods Movement Goods Movement (MIGO)

Transaction codeMIGO

Option 2: SAP NetWeaver Business Client (SAP NWBC) via Business Role Business role Warehouse Clerk (SAP_NBPR_WAREHOUSECLERK_S)

Business role menuWarehouse Management Consumption and Transfers Other Goods Movement

2. Make the following entries on the MIGO overview screen:Field nameDescriptionUser action and valuesComment

Business TransactionA01 Goods Receipt

Business TransactionR10 Other

Movement Type561 Receipt per initial entry of stock balances into unrestricted use

3. Choose Enter.4. On the Goods Receipt Other screen: Material tab page, make the following entry and choose Enter:Field nameDescriptionUser action and valuesComment

MaterialH100

5. On the Goods Receipt Other screen: Quantity tab page, make the following entry and choose Enter:Field nameDescriptionUser action and valuesComment

Qty in Unit of EntryFor example, 100

6. On the Goods Receipt Other screen: Where tab page, make the following entries and choose Enter:Field nameDescriptionUser action and valuesComment

Plant1010

Storage Location1014

7. Choose Enter.8. Save your entries.ResultThe quantity of 100 is posted.Financial postings:MaterialDebited AccountsCredited AccountsCost Element / CO Object

Trading Good (HAWA)136000 Inventory - Trading Goods399120 Inventory - Initial Entry SF & Finish Gds Balancesnone

Process Overview TableProcess stepExternal process referenceBusiness conditionBusiness roleTrans-action codeExpected results

Creating a Customer Contract

Service AgentVA41Service Level Agreement

Creating a Service NotificationService AgentIW51Customer Request for Service

Changing the Service NotificationService AgentIW52Add Information to Customer Request

Creating a Service OrderService AgentIW58Create the Service Order with Reference to the Service Notification

Changing the Service OrderService EmployeeIW32The Service Order is released for execution

Time Recording211: Time RecordingSee scope item 211See scope item 211See scope item 211

Travel Management191: Travel ManagementSee scope item 191See scope item 191See scope item 191

Goods MovementService EmployeeMB11Confirm the Materials Used

Creating a Purchase OrderPurchaserME21NPurchase Order is created

Confirming the Goods ReceiptWarehouse ClerkMIGO_GRThe Goods Receipt is posted.

Entering Invoice for Purchase OrderAccounts Payable AccountantMIROThe Invoice is posted.

Displaying Planned/Actual CostsService EmployeeIW33Check the planned and actual costs

Closing the Service Order Technical completeService EmployeeIW32Set the status Technically complete.

Creating the Billing of ContractBilling AdministratorVF04The customer invoice has been created and transferred to the Accounting

Settlement Service Orders189: Period End Closing CO OrdersSee scope item 189See scope item 189See scope item 189

Closing the Service Order Business View189: Period End Closing CO OrdersSee scope item 189See scope item 189See scope item 189

Process StepsCreating a Customer ContractUseThis transaction is used for defining the Service level agreement between the services company and the customer.Procedure1. Access the transaction choosing one of the following navigation options:Option 1: SAP Graphical User Interface (SAP GUI)SAP ECC menuLogistics Sales and Distribution Sales Contract Create

Transaction codeVA41

Option 2: SAP NetWeaver Business Client (SAP NWBC) via Business RoleBusiness roleService Agent(SAP_NBPR_SERVAGENT_S)

Business role menuService Processing Service Agreements Contracts Create Contract

2. On the Create Contract: Initial screen, make the following entries and choose Enter.Field nameDescriptionUser action and valuesComment

Contract TypeSales document type of the contractYBC2

Sales OrganizationSelling entity responsible for the customer1010

Distribution ChannelCustomer grouping10

DivisionProduct or service grouping10

3. On the Create: SP: SD- Contract: Overview screen, make the following entries and choose Enter. (Default data remains unchanged.)Field nameDescriptionUser action and valuesComment

Sold-to PartyAlphanumeric key uniquely identifying the customer110000100

DescriptionDescription of contract

Contract startStart date of the contract

The contract start has to be a minimum of one day before start of repair or notification date.todays date

Contract EndEnd date of the contract

MaterialAlphanumeric key uniquely identifying the service product D102

Target QuantityNumber of service units1

4. To enter a price for the material, mark the line and choose item conditions5. On the Create SP: SD-Contr w BillP : Item Data screen enter the following dataField nameDescriptionUser action and valuesComment

CnTyCondition Type PR00

Amount Rate (condition amount or percentage)Enter the price for the service, for example, 750

UoMUnit of MeasureAU

6. To assign a functional location to contract choose in the menu (NWBC: More) Extras Technical objects. 7. On the Create SP-SD-Contr w BillP: Item data screen enter the functional location data and choose Enter.Field nameDescriptionUser action and valuesComment

Functional loc.Functional locationYB50000/ 10000001Building 1(FuncLocDescript)

8. Choose Back to return to the Create SP: SD-Contr w BillP: item data screen.9. Choose Back to return to the Create SP: SD-Contr w BillP: overview screen.10. Choose Save and write down the generated contract number 4XXXXXXX for future reference. Contract number: _________________________11. 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 SAP Home (SAP NetWeaver Business Client).ResultThe system issues the message SP: SD-Contr w BillP 4XXXXXXX has been saved. 1.1.2 Optional Printing a Customer ContractUseThis transaction is used for printing the Service level agreement .Option 1: SAP Graphical User Interface (SAP GUI)SAP ECC menuLogistics Sales and Distribution Sales Contract Change


Option 2: SAP NetWeaver Business Client (SAP NWBC) via Business Role Business role Service Agent(SAP_NBPR_SERVAGENT_S)

Business role menuService Processing Service Agreements Contracts Change Contract

1. In the Contract field, enter the respective contract number.2. On the Change Contract:Initial screen, choose (NWBC: Menu )Sales document Issue Output To 3. Choose Print4. Confirm the print popup with OK5. Choose Back (F3). The default settings generate a print-out of an contract confirmation. If you prefer to send the contract confirmation to the customer via e-mail, ensure that all requirements listed in the Quick Guide in the sections Outbound e-mail configuration and Printing are being met and proceed as described below. If you want to switch from print out to sending forms via e-mail in general, check the document Printing: Forms adaptation guide.doc for details.Option 1: SAP Graphical User Interface (SAP GUI)SAP ECC menuLogistics Sales and Distribution Sales Contract Change


Option 2: SAP NetWeaver Business Client (SAP NWBC) via Business Role Business role Service Agent(SAP_NBPR_SERVAGENT_S)

Business role menuService Processing Service Agreements Contracts Change Contract

1. In the Contract field, enter the respective Contract number choose Enter.2. On the Change SP:SD-Contr w BillPxxx: Overview screen, choose (NWBC: Menu ) Extras Output Header Edit.3. On the Change SP:SD-Contr w BillPxxx: Output screen select the line already created for the print output and choose Repeat output.4. On the new line, change the Medium for Output Type KO00 to 5 External send.5. Select the new line with output type KO00 and choose Communication Method.6. Enter the value CS01 in the field Comm.strategy7. Change the Logical destination and enter the printer you have defined for the output via e-mail.8. Choose Enter.9. Choose Back (F3).10. Save your entries.11. On the Change Contract:Initial screen, choose (NWBC: Menu ) Issue Output To 12. Choose Print13. Choose Back (F3).ResultThe Customer Contract was printed.

Creating a Service NotificationUseIn this activity, a customer calls the customer service center in order to request a service. You use this transaction to enter the information that you get from the customer.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 Notification Create (General)

Transaction codeIW51

Option 2: SAP NetWeaver Business Client (SAP NWBC) via Business RoleBusiness roleService Agent (SAP_NBPR_SERVAGENT_S)

Business role menuService Processing Notification General Create Service Notification-General

2. On the Create Service Notification: Initial screen, make the following entries and choose Enter.Field nameDescriptionUser action and valuesComment

Notification TypeNotification TypeS3

3. On the Create Service Notification: Service Request screen, on the Notification tab page and sub-tab page Cust. Address, make the following entries:Field nameDescriptionUser action and valuesComment

Sold-to partyAccount Number of CustomerEnter the number of the customer 110000100

4. Confirm your entries by choosing Enter.5. On the Create Service Notification screen make the following entries:Field nameDescriptionUser action and valuesComment

Reference Object (area)

Functional loc.YB50000/ 10000001

Subject (area)

CodingField 1YBP100Select using the input help (F4).

Field 26 is defaulted when selecting first field by using input help.

DescriptionEnter a short description of the service notification

Description (long text)You can enter all the details on the notification here

Execution (area)

Main workCtrField 1SERV01

Field 21010 Plant for the work center

PlannerGrpField 1001 Planner Group for Customer Service

Field 21010 Planning Plant

6. Choose Enter. Check the assigned contract in the Sales Doc field. If more than one contract exists, the system automatically displays the Display Serviceable Item Contract: List of Contracts screen. Select the appropriate contract number and choose Choose. The system displays the message The outline agreement item 400000XX 0000XX was assigned.7. Confirm your entries with Enter.8. Save your entries.9. Make a note of the notification number. Notification number: ______________.10. Choose Exit (shift + F3) to return to the SAP Easy Access menu.ResultA service notification has been created.Changing the Service NotificationUseIn this activity the service provider calls the customer back with some more questions. After the phone call, the agent can describe the customer problem in more detail and creates a message regarding the customer call. The service agent assigns the responsible person.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 Notification Change



Business role menuService Processing Notification General Change Service Notification

2. On the Change Service Notifications: Initial Screen, enter the notification number from the previous section. Confirm your entry with Enter.3. Choose Log telephone call from the action box on the right.4. In the Subject of conversation area, enter a text of any length.5. Confirm the data you have entered for the outgoing telephone call by choosing Continue (Enter).6. On the Change Service Notification: xxxx screen, choose the Activities tab page.7. To check the text entered or to add a text for the telephone conversation, choose Activity long text in the Activity area.8. To return to the Notification choose Back (F3).9. To save the changes, choose Save (ctrl. + S).10. 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 SAP Home (SAP NetWeaver Business Client).ResultThe Service Notification has been updated with the information of the call.Creating a Service OrderUseThe work center manager searches for assigned notifications and creates a service order with reference to the notification.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 Notification List Editing Change



Business role menuService Processing Notification List Editing Change Service Notifications

The selection should be made via the main work center (SERV01).2. On the Change Service Notifications: Selection of Notifications screen, in the General Data/Administrative Data area, in the Main work center field, enter SERV01 and choose Execute (F8).3. To change the service notification, double-click the notification number.

A list of service notification numbers only displays if more than one service notification exists. 4. On the Change Service Notification: Service Request screen, choose Service Order and check the Organization data dialog box.5. The Create order dialog box appears. Change the order type to YBS1 and continue by choosing Enter.6. In the Operation Selection dialog box, choose All using work center / replace work center.7. In the Operation select dialog box, choose All.8. On the Create SP Service Order: Central Header screen, make the following entries:Field nameDescriptionUser action and valuesComment

PMActTypeMaintenance activity typeYB1

9. On the Operations tab page, make the following entries for the operation 0010:Field nameDescriptionUser action and valuesComment

WorkFor example, 2

10. Confirm your entries with Enter.

The planned costs are determined automatically from the planned working time in line with the costs rates maintained (for the combination of cost center and activity type). In addition to the automatic calculation of costs during saving of the document, you can calculate the costs manually choosing Caculator. You can display these costs on the Costs tab page.Working time can be different from duration. For example, activity: assembly of an object; Amount of work: 8 hours; Activity duration: 4 hours; Number of persons: 2 (people). The working time is greater than the duration, since two employees carry out the activity. For this function enter maintain manually in the CCKey field.11. Choose the Location tab page and make the following entries:Field nameDescriptionUser action and valuesComment

Sales OrganizationSelling entity responsible for the customer1010

Distribution ChannelCustomer grouping10

DivisionProduct or service grouping10

12. To create a settlement rule choose Settlement Rule (Ctrl + F6) and choose with default.13. On the Maintain Settlement Rule: Overview screen check the settlement rule:Line numberCatSettlement Receiver%Settlement typeNo.

1SDISales Document Item100FUL1

2SDISales Document Item100PER2

14. Choose Back to return to the Create SP Service Order (RRB) XXXXXXX: Location: Data screen.15. Save the service order by choosing Save (ctrl. + S). Make a note of the service order number: _______________________________.16. 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 SAP Home (SAP NetWeaver Business Client).ResultThe Service Order has been created.Changing the Service OrderUseIn this activity, the Service Order is released for execution.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 Service Order Change


2. On the Change Order: Initial Screen, enter the number of the service order and choose Enter in order to access the service order again.3. Go to the Operations tab page and select the operation 0010 and choose General (below).4. Enter the following data in item 0010:Field nameDescriptionUser action and valuesComment

ComponentH100

Reqmnt qtyFor example, 1

IC (item category)Stock itemL

SLocStorage Location1014

Plant1010

5. 6. Enter the following data in item 0020:Field nameDescriptionUser action and valuesComment

DescriptionSpare part to purchase


UMUnit of MeasurePC

IC (item category)Stock itemN

7. Select item line 0020 and choose Purch.8. Enter the price for the spare part, for example, EUR 50, in the price field.9. Check the value in the field G/L Account: 516000 (Consumption - Trading Goods). If the value is not 516000 please enter this value in the field G/L Account.10. Choose Back twice.11. Choose Release.12. Confirm the messages.Option 2: SAP NetWeaver Business Client (SAP NWBC) via Business RoleBusiness roleService Employee (SAP_NBPR_SERVEMPLOYEE_S)

Business role menuCustomer Service Service Processing Service Order Service Order Worklist

1. Choose the query Service orders2. In the POWL shown beside mark the line with the order number created earlier and chooses Change.

If you cannot find your document number in the POWL, choose Refresh in order to display all the documents relevant for the selection.3. Choose the Operations tab 4. Select the operation 0010 and choose General 5. Enter the following data in item 0010:Field nameDescriptionUser action and valuesComment

ComponentH100

SLocStorage Location1014

ICt (item category)Stock itemL

Reqmnt QtyFor example, 1

OpAcOperation Activity0010

Plant1010

6. Enter the following data in item 0020:Field nameDescriptionUser action and valuesComment

DescriptionSpare part to purchase

ICt (item category)Non Stock itemN


UMBase unit of measurePC

Price50

CrcyCurrencyEUR

OpAcOperation Activity0010

Plnt1010

7. Select item line 0020 and choose Purch.8. Enter the price for the spare part, for example, EUR 50, in the price field.9. Choose Back twice.10. Choose Release.11. Confirm the messages.12. Save your entries.ResultThe service order is released.Time Recording (211) External ProcessUseThe Cross-Application Time Sheet (CATS) is the tool used for recording time worked by an employee on a certain assignment. In this scope item the service order is the focal point of the process as it collects labor.PrerequisitesThe service order exists. The service order collects all time and cost for internal review.ProcedureFor Option 1: SAP Graphical User Interface (SAP GUI)

Complete the activities 4.1 Recording Actual Working Times and 4.3 Time Sheet: Transferring to Target Components as described in the Business Process Documentation of the scope item: Time Recording (211).To accomplish activities of the scope item, carry out the process steps in the relevant Business Process Documentation using the master data from the following table:Field name DescriptionUser action and valuesComment

Data Entry ProfileCustomized time sheet profileYBCSSP Service Order

Key DateDate that determines the date range available in the time sheetAccept default of todays dateThe first time a time sheet is called up, the key date is not visible on the initial screen.

Personnel NumberNumeric key identifying a personnel record910201Demo Employee-D

Field name DescriptionUser action and valuesComment

ActTypActivity type Leave emptyThe value is set automatically after all necessary fields are filled in and are confirmed with Enter

Rec.OrderReceiver OrderType in the service order number from step 4.4

ActivityActivity NumberType in the Activity Number 0010

HoursTime worked on the receiving objectAny scope item hours Example: 8

For Option 2: SAP NetWeaver Business Client (SAP NWBC) via Business Role

Complete all prerequisite steps and the activities 4.1 Option 2.3 Recording Actual Working Times with account assignment object: Service Order and 4.3 Time Sheet: Transferring to Target Components as described in the Business Process Documentation of the scope item: Time Recording (211).To accomplish activities of the scope item, carry out the process steps in the relevant Business Process Documentation using the master data from the following table:Field nameDescriptionUser action and valuesComment

Personnel NumberNumeric key identifying a personnel record910201Demo Employee-D

Activity TypeActivity type Leave emptyThe value will is set automatically after all necessary fields are filled in and are confirmed with Enter

Rec.OrderReceiver OrderType in the service order number from step 4.4

Oper./Act.Activity number in Service OrderFor example, 0010

Type in the Service Order Item number from the Service order step 4.2

Date on which the employee worked on the assignment Example: 8

Travel Management (191) External ProcessUseWhile recording working times in CATS you can switch over to travel management to enter travel expenses on the used cost object in your scope item. PrerequisitesThe service order is already created. The service order collects all time and cost for internal review.Procedure

Complete all activities described in the Business Process Documentation of the scope item: Travel Management (191).For Option 1: SAP Graphical User Interface (SAP GUI) To accomplish activities of the scope item, carry out the process steps in the relevant Business Process Documentation using the master data from the following table:Master dataValueComments

Personnel Number910201Demo Employee-D

FromStart date and time of tripEnter date and timeDefault value when coming from Time Recording

EndEnd date and time of tripEnter date and timeDefault value when coming from Time Recording

ReasonMaintenanceReason for trip

CityBerlinEnter the city as target of the trip

CountryDEDefault

Cost AssignmentSales Order/Sales Order Item created earlierCost assignment of the tripDefault value when coming from Time Recording

Expense TypeLine item 1, enter RCARLine item 2, enter GASExpense type describes the kind of expenses

AmountLine item 1, enter Line item 2, enter Amount of the expense typeLine 1- e.g. 100Line 2 e.g. 50

For Option 2: SAP NetWeaver Business Client (SAP NWBC) via Business Role To accomplish activities of the scope item, carry out the process steps in the relevant Business Process Documentation using the master data from the following table:Master dataValueComments

Personnel Number910201Numeric key identifying a personnel record

FromStart date and time of tripEnter date and timeDefault value when coming from Time Recording

EndEnd date and time of tripEnter date and timeDefault value when coming from Time Recording

Country / RegionDeutschlandDefault

DestinationBerlinEnter the city as target of the trip

ReasonMaintenanceReason for trip

Cost AssignmentSales Order/Sales Order Item created earlierCost assignment of the tripDefault value when coming from Time Recording

Expense TypeLine item 1, Choose Car RentalLine item 2, Choose GasolineExpense type describes the kind of expenses

Receipt AmountLine item 1, enter Line item 2, enter Amount of the expense typeLine 1- e.g. 100Line 2 e.g. 50

Confirming the Materials UsedUseSpare parts have been reserved from the service order (item category L) in the stock for the repair. You now have to confirm the consumption of the spare part materials.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 Confirmation Goods Movement Goods Movement

Transaction codeMB11

Option 2: SAP NetWeaver Business Client (SAP NWBC) via Business RoleBusiness roleService Employee (SAP_NBPR_SERVEMPLOYEE_S)

Business role menuCustomer Service Service Processing Other Service Activities Goods Movement

2. On the Enter Goods Movement: Initial Screen, choose To Order and make the following entries:Field nameDescriptionUser action and valuesComment

Order Number Your service order

3. Confirm your entries with Enter. On the Enter Goods Movement: Selection screen, select the relevant items, choose Adopt + Details and check the entries.4. Save the goods issue document.5. 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 SAP Home (SAP NetWeaver Business Client).ResultThe material consumption has been posted and the stock level is reduced in the system.Creating a Purchase OrderUseThe purpose of this activity is to formalize a specific requirement for a service or a material from the vendor by creating a purchase order.The purchase order will is created with reference to the purchase requisition automatically created from the service order (components with item category N and external services with control key SM03)Procedure1. Access the transaction choosing one of the following transactions:Option 1: SAP Graphical User Interface (SAP GUI)SAP ECC menuLogistics Materials Management Purchasing Purchase Order Create Vendor/Supplying Plant Known

Transaction codeME21N

Option 2: SAP NetWeaver Business Client (SAP NWBC) via Business RoleBusiness rolePurchaser (SAP_NBPR_PURCHASER_S)

Business role menuPurchasing Purchase Order Purchase Order Create Purchase Order

2. On the Create Purchase Order screen, choose Document overview on.3. Choose Selection Variant and choose Purchase requisitions.4. On the Purchase requisitions screen, enter the document number created earlier from the service order in the Purchase requisition number field. If you do not know the purchase requisition number, you can also use the input help (F4) in the purchase requisition number field. Choose the purchase requisitions per order tab, choose Enter, select the order number created earlier and choose Copy.5. Choose Execute. The purchase requisition is displayed on the Create Purchase Order screen.6. Using drag and drop, move the purchase requisition number into the shopping cart and make the following entries:Field nameDescriptionUser action and valuesComment

Vendor310000013

7. Confirm your entries with Enter.8. Confirm the messages, for example, Can delivery date be met? with Enter or enter a different delivery date in the Deliv. Date field (for every item).9. In the field Tax Code (Invoice tab page) enter V1 for item 1[10], choose Enter.10. Save the purchase order.11. Make a note of the standard purchase order number: _______ ___.12. 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 SAP Home (SAP NetWeaver Business Client).ResultYou created a purchase order for materials.1.1.3 Optional Printing Purchase OrderUseThis activity can be performed after the purchase order is released.If the purchase order is set to be printed immediately after it is saved and if necessary approved, this step is not necessary.Procedure1. Access the transaction choosing one of the following navigation options:Option 1: SAP Graphical User Interface (SAP GUI)SAP ECC menuLogistics Materials Management Purchasing Purchase Order Messages Print/Transmit

Transaction codeME9F

Option 2: SAP NetWeaver Business Client (SAP NWBC) via Business Role Business role Purchaser(SAP_NBPR_PURCHASER_S)

Business role menuPurchasing Purchase Order Purchase Order Message Output

1. On the Message Output screen, make the following entries:Field nameDescriptionUser action and valuesComment

Processing Status0Status 0 means that the processing program has not yet been started.

1. Select document number, vendor, purchasing organization or purchasing group. 1. Choose Execute. 1. Select the purchase order number and choose Output Message. After that, your PO is printed out.Result The purchase order is printed out.

The default settings generate a print-out of an purchase order. If you prefer to send the purchase order to the vendor via e-mail, ensure that all requirements listed in the Quick Guide in the sections Outbound e-mail configuration and Printing are being met and proceed as described below. If you want to switch from print out to sending forms via e-mail in general, check the document Printing: Forms adaptation guide.doc for details.1. Access the transaction choosing one of the following navigation options:Option 1: SAP Graphical User Interface (SAP GUI)SAP ECC menuLogistics Materials Management Purchasing Purchase Order Change

Transaction codeME22N

1. Choose Menu Purchase Order Other Purchase Order.2. Enter the PO order number and choose Enter.3. On the Standard PO xxx: created by xxx screen, choose Goto Messages.4. On the Create Pur. Order:: Output screen, select the line created for the print output and choose Repeat output.5. In the new line, change the Medium for Output Type NEU to 5 External send.6. Select the new line with output type NEU and choose Communication Method.7. Change the Logical destination and enter the printer you have defined for the output via e-mail.8. Choose Enter.9. Choose Back (F3).10. Save your entries.Option 2: SAP NetWeaver Business Client (SAP NWBC) via Business Role Business role Purchaser(SAP_NBPR_PURCHASER_S)

Business role menuPurchasing Purchase Order Purchase Order Purchasing Documents

1. Select the active query All Purchasing Documents.1. In the POWL shown beside mark the line with the Purchase order number created earlier and choose Change1. Choose Edit Purchase Order.1. On the Standard PO xxx: created by xxx screen, choose (NWBC: Menu ) Goto Messages.1. On the Create Pur. Order:: Output screen select the line already created for the print output and choose Repeat output.1. On the new line, change the Medium for Output Type NEU to 5 External send.1. Select the new line with output type NEU and choose Communication Method.1. Enter in the field Comm.Strategy the value CS01.1. Change the Logical destination and enter the printer you have defined for the output via e-mail.1. Choose Enter.1. Choose Back (F3).1. Save your entries.Procedure1. Access the transaction choosing one of the following navigation options:Option 1: SAP Graphical User Interface (SAP GUI)SAP ECC menuLogistics Materials Management Purchasing Purchase Order Messages Print/Transmit

Transaction codeME9F

Option 2: SAP NetWeaver Business Client (SAP NWBC) via Business Role Business role Purchaser(SAP_NBPR_PURCHASER_S)

Business role menuPurchasing Purchase Order Purchase Order Message Output

2. On the Message Output screen, make the following entries:Field nameDescriptionUser action and valuesComment

Processing Status0Status '0' means that the processing program has not yet been started.

3. Select document number, vendor, purchasing organization or purchasing group. 4. Choose Execute. 5. Select the purchase order number and choose Output Message. After that, your PO is printed out.ResultThe Purchase Order is printed.Confirming the Goods ReceiptUseConfirm the goods receipt of third-party services and materials.Procedure1. Access the transaction choosing one of the following navigation options:Option 1: SAP Graphical User Interface (SAP GUI)SAP ECC menuLogistics Materials Management Inventory Management Goods Movement Goods Receipt for Purchase Order GR for Purchase order

Transaction codeMIGO_GR

2. On the Goods Receipt Purchase Order screen, enter the data provided in the following table:Field nameDescriptionUser action and valuesComment

Business TransactionExecutable Action in Transaction MIGOA01 Goods ReceiptSelect A01 Goods Receipt from the 1st Drop-Down Menu

Business TransactionReference Document for MIGO TransactionR01 Purchase OrderSelect R01 Purchase Order from the 2nd Drop-Down Menu

Business TransactionNumber of Material DocumentPurchase Order Number created in step 4.9

Business TransactionMovement Type101 Do not change or delete this default value

3. Confirm your entries with Enter.4. On the Quantity tab page, check the material quantity in the Qty in unit of entry field.5. Set the Item okay indicator (under the table).6. Save your entries.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 SAP Home (SAP NetWeaver Business Client).Option 2: SAP NetWeaver Business Client (SAP NWBC) via Business RoleBusiness roleWarehouse Clerk (SAP_NBPR_WAREHOUSECLERK-S)

Business role menuWarehouse Management Receiving Purchase Order

1. Select the active query Purchasing Documents Ready for Goods Receipt_1.2. In the POWL shown beside mark the line with the purchase order created earlier and choose Create Material Document.

If you cannot find your document number in the POWL, choose Refresh in order to display all the documents relevant for the selection.3. On the Quantity tab page, check the material quantity in the Qty in unit of entry field.4. Set the Item okay indicator (below the table).5. Save your entries.ResultYou have posted the goods receipt.Entering the Invoice for Purchase OrderUseThe purpose of this activity is to create the invoice with reference to the internal repair order.Procedure1. Access the transaction choosing one of the following navigation options:Option 1: SAP Graphical User Interface (SAP GUI)SAP ECC menuLogistics Materials Management Purchasing Purchase Order Follow-On Functions Logistics Invoice Verification

Transaction codeMIRO

Enter in the dialog box company code the value 1000 Option 2: SAP NetWeaver Business Client (SAP NWBC) via Business RoleBusiness roleAccounts Payable Accountant (SAP_NBPR_AP_CLERK_S)

Business role menuAccounts Payable Posting Invoices Invoice

Select the active query Purchasing Documents Ready for Invoicing.In the POWL shown beside mark the line with the purchase order created earlier and choose Create Invoice Document.

If you cannot find your document number in the POWL, choose Refresh in order to display all the documents relevant for the selection.In the Company code dialog box, make the following entries, if requested:Field nameDescriptionUser action and valuesComment

Company Code1000

2. On the Enter Incoming Invoice: Company Code 1000 screen, make the following entries:Field nameDescriptionUser action and valuesComment

Invoice DateEnter todays date

Reference(only relevant for Argentina) For the numbering of official documents in Argentina, a official number needs to be entered manually (the system do not create it automatically) the official document number has the following format: XXXXANNNNNNNNXXXX: 4 digit number for the issuing branch.A: Print Character NNNNNNNN: 8 digit field number.e.g. 0001A05230858

Bus.place/sectn(Only relevant for Thailand) For example, 6810

AmountEnter price for third-party material and external maintenanceThe price for all items

Purchase Order/ Scheduling AgreementEnter the purchase order number created earlierIf you use the NWBC, the purchase order number is copied from the POWL

Booking OKSelect checkboxFor all items

Final InvoiceSelect checkboxFor all items(Scroll down the table to find the column)

Make sure that the status traffic lights are green.3. Save your entries.4. Confirm the message Let the system calculate the tax amount.ResultYou posted the invoice.Displaying Planned/Actual CostsUseIn this activity you can check the planned and actual costs specified for value categories.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 Order Service Order Display


Option 2: SAP NetWeaver Business Client (SAP NWBC) via Business RoleBusiness roleService Employee (SAP_NBPR_SERVEMPLOYEE_S)


2. Enter the number of the service order and confirm your entries by choosing Enter.For NWBC:In the Query list beside choose the Query Service Orders, mark the line with the order number created in the previous step and choose Change Order. 3. On the Change Service order: Central Header screen, select the Costs tab page. Choose Report Planned/Actual. The planned costs for the service order are displayed in the first column. The costs actually confirmed are compared to the revenue from the billing document in the second column.4. 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 SAP Home (SAP NetWeaver Business Client).Closing the Service Order Technical CompleteUseIn this activity, the service order status is set 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 Customer Service Service Processing Order Service Order Change


2. Enter the service order number and choose Enter.3. On the Change SP service order 4XXXXX: Central Header screen choose Complete (technically) (Ctrl+F12) to continue.4. A dialog box appears where additional information regarding the completion can be updated. To continue choose Enter.5. Choose Back to return to the SAP Easy Access screen (SAP GUI).Option 2: SAP NetWeaver Business Client (SAP NWBC) via Business RoleBusiness roleService Employee (SAP_NBPR_SERVEMPLOYEE_S)


6. In the Query list beside choose the Query Service Orders, mark the line with the order number created in the previous step and choose Change Order. 7. On the Change Service Order 4XXXXX: Central Header screen choose Complete (technically) (Ctrl+F12) to continue.8. A screen window appears where additional information regarding the completion can be updated, to continue choose Enter.9. Choose Exit (Shift+F3) and confirm the Business client message with Yes to return to SAP Home (SAP NetWeaver Business Client).10. Choose Exit (Shift+F3) and confirm the Business client message with Yes to return to SAP Home (SAP NetWeaver Business Client).ResultThe service order has is technically completed.Creating the Billing of ContractUseIn this activity you generate the invoice or the contract.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 Process Billing Due List

Transaction codeVF04

2. On the Create Billing Document initial screen, make the following entries:Field nameDescriptionUser action and valuesComment

Billing date toEnter todays date + 1 month

SD DocumentContract from the previous step

Order-relatedX

3. To display the billing list choose Display BillList.4. On the Maintain Billing Due List screen, save the proposed debit memo by choosing Save (ctrl. + S). This generates the billing document. The corresponding accounting document is created in the background.5. To display the invoice number, select the line and choose Documents. Then select the line with the invoice number and choose Disp.doc. Now the invoice is displayed.

The invoice has the monthly value that the billing plan has determined from the total contract value. The order value has not influence on the amount invoiced.6. Choose Back (F3) four times to return to the SAP Easy Access menu.Option 2: SAP NetWeaver Business Client (SAP NWBC) via Business RoleBusiness roleBilling Administrator (SAP_NBPR_BILLING_S)

Business role menuSales Billing Billing Worklist

1. In the list that is displayed choose the Billing Due List tab page. (refresh the current query if necessary)

If the document is not shown in the list choose Search criteria and enter the sales document number manually.1. Select the line with the sales order document created earlier and choose Billing in Background. This generates the billing document. 1. Choose Exit to return to the NetWeaver Business Client main menu.ResultThe Contract is billed and assigned to the accounting.1.1.4 Optional Printing a Billing DocumentUseThis transaction is used for printing the Billing Document .Procedure1. Access the transaction choosing one of the following navigation options:Option 1: SAP Graphical User Interface (SAP GUI)SAP ECC menuLogistics Sales and Distribution Billing Billing Document Change


Option 2: SAP NetWeaver Business Client (SAP NWBC) via Business Role Business role Billing Administrator(SAP_NBPR_BILLING_S)

Business role menuSales Billing Change Billing Document

2. In the Billing document field, enter the respective Billing document number.3. On the Change Billing Document screen, choose (NWBC: Menu ) Billing document Issue Output To.4. Choose Print.5. Confirm the print dialog box with OK.6. Choose Back (F3). The default settings generate a print-out of an Billing Document. If you prefer to send the contract confirmation to the customer via e-mail, ensure that all requirements listed in the Quick Guide in the sections Outbound e-mail configuration and Printing are being met and proceed as described below. If you want to switch from print out to sending forms via e-mail in general, check the document Printing: Forms adaptation guide.doc for details.Option 1: SAP Graphical User Interface (SAP GUI)SAP ECC menuLogistics Sales and Distribution Billing Billing Document Change


Option 2: SAP NetWeaver Business Client (SAP NWBC) via Business Role Business role Billing Administrator(SAP_NBPR_BILLING_S)

Business role menuSales Billing Change Billing Document

1. In the Billing document field, enter the respective Billing document number choose Enter.2. On the Debit Memo xxx (L2) Change:Overview of Billing Items screen, choose (NWBC: Menu ) Goto Header Output.3. On the Debit Memo xxx(L2) Change:Output screen select the line already created for the print output and choose Repeat output.4. On the new line, change the Medium for Output Type RD00 to 5 External send.5. Select the new line with output type RD00 and choose Communication Method.6. Enter the value CS01 in the field Comm.strategy7. Change the Logical destination and enter the printer you have defined for the output via e-mail.8. Choose Enter.9. Choose Back (F3).10. Save your entries.11. On the Change Billing Document screen, choose (NWBC: Menu ) Issue Output To 12. Choose Print13. Choose Back (F3).ResultThe Billing Document was printed.

1.2 Printout of Billing Documents and Delivery Notes on Prenumbered Forms (only relevant for CL/PE)UseIn this activity the invoice with official document numbers are generated according to the configuration of the Chile localization.Prerequisite

This transaction can be used if the configuration for the localization of Chile is active for the documentation numbering. This applies for the billing documents F2, G2, L2 and YBRE.Procedure1. Access the transaction choosing the following navigation option:Option 1: SAP Graphical User Interface (SAP GUI)SAP ECC menuLogistics Sales and Distribution Billing Output Printout of Billing Documents and Delivery Notes on Prenumbered Forms

Transaction codeIDCP

Option 2: SAP NetWeaver Business Client (SAP NWBC) via Business Role Business role Billing Administrator (CL/PE)(SAP_NBPR_BILLING_CL_PE_S)

Business role menuBilling Printout on Prenumbered Forms (IDCP)

2. On the Printout of Billing Documents and Delivery Notes on Prenumbered Forms screen, enter the following data.Field NameUser action and valuesComment

Billing SelectSelect radio button

Sales Organization4610(Chile)/5710(Peru)

Sales DistrictOptional

Distr. Channel10Optional

Lot NumberND(Chile)/0004(Peru)

Book Number01

PrintSelectSelect radio button

3. Select Execute (F8).4. A dialog window displays. Enter the following data:Field NameUser action and valuesComment

First Billing DocumentOfficial document number from the first form that you wish to print.The system displays the next available number.

Last Billing DocumentOfficial document number .from the last form that you wish to print.The system displays the next available number.

PrinterLOCLYou must select the same printer that was used to generate the delivery note.

Output TypeRD00

Posting BlockActivateSelect the invoice checkbox that does NOT have the accounting document creed and is ready for processing

Accounting Doc. Created Select the invoice check box that already has an accounting document created and even though the process is required.

Section: Repeat Printouts:

Activate CheckSelect radio button

The other criteria selection is optional. 5. Select Execute (F8).6. A window displays a list of documents that satisfy the selection criteria provided.7. Select the relevant documents.8. Select Release/print.9. A dialog window may display if the delivery note has been sent previously already. Confirm if you wish to repeat the delivery note.10. Select Save.

ResultThe system assigns an official document number in the reference field of the invoice document and the accounting document is generated automatically with the corresponding postings (it is created only if it was not previously generated). The official document number is also transferred to the financial document in the reference field.

The print-out of the invoice is executed automatically and immediately (see settings in SAP GUI transaction VV33 for Output Type RD00 and defaults in your user settings in transaction SU3).1.3 Void Unused Prenumbered Document (Optional only relevant for CL/PE)UseIn this activity the unused billing documents are voided.Prerequisites

This transaction can be used if the configuration for the localization of Chile is active for the prenumbering of billing document. This applies for billing documents F2, G2, L2 and YBREProcedure1. Access the transaction choosing one of the following navigation option:Option 1: SAP Graphical User Interface (SAP GUI)SAP ECC menuLogistics Sales and Distribution Billing Output Void Unused Prenumbered Documents

Transaction codeIDVD

Option 2: SAP NetWeaver Business Client (SAP NWBC) via Business Role Business role Billing Administrator (CL/PE)(SAP_NBPR_BILLING_CL_PE_S)

Business role menuBilling Void Unused Prenumbered Documents (IDVD)

2. On the Void Unused Prenumbered Documents, enter the following data:Field NameUser action and valuesComment

Company code4600(Chile)/5700(Peru)

Internal lot no.ND(Chile)/0004(Peru)

Book number01

Off. doc. no.Prenumbered billing document number to be voidedThe document number must NOT be assigned in the system

Reason0001

Voided onThe system proposes the system date

RemarksInformationInformation referring to the non-valid billing document

3. Select Void.4. A dialog screen displays to confirm the void. ResultThe system voids the prenumbered billing document and it is ready for the next billing document.2 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 steps described in one or more of the following scope items, using the master data from this document.Accounts Receivable (157)UseIn this activity you post the incoming payment.ProcedureComplete all activities described in the Business Process Documentation of the scope item: Accounts Receivable (157) (Sections Post Payments using Automatic Payments Program, Post Incoming Payment from Customer Manually, Automatic Clearing of open items in customer accounts, Manual Clearing of Open items in customer accounts) using the master data from this document. Period End Closing CO Orders (189) (optional)UseAdditional activities must be carried out in this project. These are executed collectively as a part ofmonth-end closing. For more information on the month-end closing procedure, see theBusiness Process Documentation for period end closing CO Orders.

Note that month-end closing can only be executed once a month.To accomplish activities of the scope item, carry out the process steps Settlement Service Orders and Close Completed Service Orders (Business View). Sales: Period End Closing Operations (203) (optional)UseTo accomplish activities of the scope item, carry out the process steps Settlement Service Orders and Close Completed Service Orders (Business View).

AppendixReversal of Process StepsIn the following section, you can find the most common reversal steps, which you can take to reverse some of the activities described in this document, Creating a Service Notification

Transaction code (SAP GUI)IW51

Reversal:Change a Service Notification


Business roleService Agent (SAP_NBPR_SERVAGENT_S)

Business role menuService Processing Notification General Change Service Notification

CommentSet the system status NOCO (Notification completed) and set system status DLFL (Deletion Flag).

Create the Service Order


Reversal:Change the Service Order


Business roleService Employee (SAP_NBPR_SERVEMPLOYEE_S)


CommentIf the order is not released: set the system status NCMP (Not completed) with the function Do Not Execute. After that set the system status DLFL (Deletion Flag).If the order is released: set the system status CLSD (Closed) with the function Complete (Business). After that set the system status DLFL (Deletion Flag).

Confirming Time to Service Order (Optional Step)


Reversal:Cancel PM Order Confirmation



Business role menuCustomer Service Service Processing Confirmation Cancel PM Order Confirmation

CommentIt is only possible to cancel the whole confirmation.

Confirming the Materials Used

Transaction code (SAP GUI)MB11

Reversal:Goods Movement - Cancel with Reference to Order

Transaction code (SAP GUI)MB11


Business role menuCustomer Service Service Processing Other Service Activities Goods Movement

CommentThe Goods Movement with Reference to the Order is cancelled.

Closing the Service Order - Technically


Reversal:Cancel the Technical Completion




CommentUse Order - Functions Complete Cancel technical completion

2.1 SAP ERP Reports UseThe table below lists the most frequently used reports that help you to obtain additional information on this business process.

You can find detailed descriptions of the individual reports in the following BPD documents, which provide a comprehensive compilation of all important reports: Financial Accounting: SAP ERP Reports for Accounting (221) Logistics Processes: SAP ERP Reports for Logistics (222)Note that the descriptions of some reports that are an indispensable part of the process flow may be located directly in the section where they belong.ReportsReport titleTransaction code (SAP GUI)Business role (NWBC)Business role menu (NWBC)Comment

Service and Maintenance ordersIW39Service Employee(SAP_NBPR_SERVEMPLOYEE_S)Customer Service Service Processing Service Order Display Order - List FormA printed list of orders.

Cost AnalysisMCI8Product Cost Controller(SAP_NBPR_PRDCOST_CONTRLR_S)Product Cost Controlling Reporting Plant Maintenance Plant Maintenance Order: Cost AnalysisA list of order types contains information about the numbers of unplanned and complete orders.

Execute ReportKE30Enterprise Controller (SAP_NBPR_CONTROLLER_M)Profitability Analysis Reporting Execute profitability reportA report concerning Plan/Actual Activities.

Sales Order SelectionS_ALR_87013104Product Cost Controller(SAP_NBPR_PRDCOST_CONTRLR_S)Product Cost Controlling Reporting Sales Orders Sales Order SelectionThe sales order items with costs and revenues.

Analyze Sales OrdersKKBC_KUNProduct Cost Controller(SAP_NBPR_PRDCOST_CONTRLR_S)Product Cost Controlling Reporting Sales Orders Analyze Sales OrderComparison of plan costs and actual costs.

Actual Cost Line Items for Sales DocumentsKVBIProduct Cost Controller(SAP_NBPR_PRDCOST_CONTRLR_S)Product Cost Controlling Reporting Sales Orders Sales Documents: Line Items ActualA detailed analysis of the actual costs.

Service NotificationsIW59Service Employee(SAP_NBPR_SERVEMPLOYEE_S)Customer Service Service Processing Notification Display Service NotificationsA list of service notifications.

2.2 Used FormsUseIn some of the activities of this business process, forms were used. The table below provides details on these forms.Common form nameForm typeUsed in process step Output typeTechnical name

PM/SM Forms for All PapersSAPScriptAfter Release of the Service OrderShop Paper YBDE_QMPMCOMMON

ContractSmartFormOptional Printing a Customer ContractKO00YBAA_SDCON

Purchase OrderSmartFormOptional Printing Purchase OrderNEUYBAA_MMPO

Sales InvoiceSmartFormOptional Printing a Billing DocumentRD00YBAA_SDINV