Saturday, 25 June 2016

Service and Management Contracts

Service contracts to record the details of the service package that you have agreed to provide a service recipient with over a specified period of time. For example, you specify:
  • The routine service tasks which are to be performed on a piece of machinery you have sold or rented to a customer
  • The prices which are to apply for these routine tasks
  • The prices which are to apply for additional service tasks and for any spare parts required
  • The terms under which the contract can be cancelled

 During the validity period of the service contract, you use the service contract as follows:
  • To initiate automatic billing of the routine service tasks at regular intervals
  • To determine whether a service request from the customer is covered by the service contract
  • To determine which price agreements apply for service tasks not covered by the service contract
  • To determine whether a cancellation request from the customer is valid
  • To initiate follow-up actions before the service contract becomes invalid
After you have negotiated the terms of a service package with the service recipient, you create a service contract in the system to record this information.
You can create a service contract in the following ways:
  • From scratch, without reference to another document
  • With reference to a preceding inquiry or quotation
  • With reference to an existing contract
When you create a service contract with reference to another document such as another service contract or a quotation, the system copies the relevant data (for example, validity period and cancellation data) into the new contract.
To ensure consistency of data in all service contracts for a particular customer, you can link each service contract to a master contract that contains the general terms and conditions, which you have agreed with the customer

 Service Contract type:

Standard SAP contract type for service is SC.

Service contract types are defined in Customizing for Sales and Distribution. You can create service contract types that meet the requirements of your organization by copying the existing service contract types and adapting them as required.
In addition to defining the usual control data for sales document types, you also specify contract-specific data in the service contract type such as:
·         Pricing procedure for determining prices for service tasks and service products
·         Service contract profile containing default data for service contract processing
·         Billing request type for resource-related billing

Service Contract profile:

Control element for service contract processing which contains default contract data-

When you create a service contract, the system determines whether a contract profile has been assigned to the service contract type you have chosen. If so, it copies the data defined in the contract profile into the service contract

Service Contract item:

Element of the service contract in which you define the services or products you are providing the customer with under the terms of the service contract. A service contract item can be any of the following:
·         Service (for example, a particular task)
·         Material (for example, a spare part)
·         Time (for example, an hourly rate for a technician’s time on the job)
·         Response time (how soon you are obligated to respond to a problem call)
·         Warranty (the agreed duration and coverage)
The items in a service contract are controlled by item category. It is possible for a service contract to include items with different item categories. For example, some items may be rented, others sold.


Determine Serial Number in Material Master

What is serial number in material master  

Serial numbers are used to uniquely identify material and technical objects. The serial number profile defines how and when serial numbers are assigned to material and technical objects. 

A serial number can be assigned to a material only after a serial number profile is created.   

It is important to solidify the business processes pertaining to serialization prior to creating the serial number profile.  The following issues should be discussed:
·         What materials will be tracked?
·         When will serialization occur? (Which business transaction?)
·         Who will be responsible for serialization?  (Which end user?)
·         Will serial numbers be internally or externally assigned?

The serial number profile documents these decisions and is then assigned to a material's master record.  Later, this material serial number is assigned to an equipment master allowing access to the complete order processing and maintenance history functionality. 

Create Serial Number Profile

      A serial number profile defines the conditions and transactions governing the assignment of serial numbers         to technical objects.  This group of configuration data is represented by a four digit code

which must be entered in the material master record before a technical object can be assigned a serial number.  The serial number profile is defined in Customizing for Plant Maintenance.

The serial number profile contains important serial number creation and assignment rules.  Serialization can occur in different components such as SD - Sales and Distribution, MM - Materials Management and QM - Quality Management.  The serial number profile establishes the business transactions for which serialization:
·         Will not be carried out
·         Can be carried out
·         Must be carried out
·         Automatically is carried out

In addition, the serial number profile specifies whether or not an equipment record is automatically created when a serial number is created or specified during a business transaction.

The serial number profile also defines the prerequisites for serialization during certain business transactions.  For example:
·         Material serial numbers do not need to originate from material masters
·         Material serial numbers must originate from material masters

It determines the type of material number being created by the equipment category specified in the serial number profile.  Equipment categories group like technical objects according to their use and are used here to classify the technical object being serialized.  If no equipment category is specified then the technical object is classified under a default category. 

Since serialization functionality crosses into several different SAP modules it is important to coordinate the design of the various integration points before configuring. 

Assign Serial Number Profile to Material Master

A material master record contains all the data required to describe and manage a material.  However, it does not allow differentiation between the individual items of the technical object.  If a company services and maintains large numbers of similar objects, for example personal computers, identifying individual pieces of the material are important for tracking quality issues, maintenance history, etc. 

To establish a material's uniqueness it is assigned a serial number.  In order to create a material serial number combination in the system a serial number profile is assigned to the particular material's master record.  The material serial number combination, when assigned to an equipment master, allows end users access to the complete order processing and maintenance history functionality.

Assign the Serial No profile in Material Master data in tab Pant data/store- 2

Transaction Code  

IQ01-Create Serial Number Master Data
IQ02-Change Serial Number
IQ03-Display Serial Number

MM02-Maintain material master

Configuration Steps for Disputes & Complaints Usages

Continue form previous post sd-disputes-complaints-usages.html

Now ,Lets discuss ,Configuration Steps for Disputes & Complaints

1st Define Sales document type .

2nd Assignment of Sales document to Sales area .

3rd Copy control for Billing document to Sales document

4th Billing document type

5th Copy control for Sales document to Billing document .


Sales Document Type

IMG >> Sales and distribution >>Sales >>Sales Document >>Sales document header >>Define Sales document Type

Sales Document Type Assigning To Sales Area
IMG à  Sales & Distribution à  Sales  à  Sales document Header à Assign sales area to sales document types  

Copying Controls – Header
IMG à Sales & DistributionàSales à Maintain copy control for sales document
Copy Control - Item
IMG à Sales & DistributionàSales à Maintain copy control for sales document

Billing Document Type
IMG à Sales & Distribution à Billing à Billing documents àDefine Billing document types 
Copying Control For Sales Document To Billing Document - Header
IMG à Sales & Distribution à Billing à Maintain Copying Control For Billing Documents

 Copying Control For Sales Document To Billing Document - Item

IMG >>Sales & Distribution >> Billing >> Maintain Copying Control For Billing Documents