Sap Customer Service
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PROJECT CONFIGURATION DOCUMENT
MODULE: CUSTOMER SERVICE
Author / Reviewer / Approver Role (Author / Reviewer / Approver)
Author / Reviewer / Approver Name Logan
Date
Documen t Version
Document Revision Description
28-09-2013
V1.0
Initial
Author
28-09-2013
V1.0
Initial
Reviewer
Contents 1.
Creation of Maintenance Plant
4
2.
Assignment of Plant with Maintenance Planning Plant
4
3.
Activation of Warranty Categories
5
4.
Activation of Warranty in Notification and Service order
5
5.
Defined Technical Objects
6
6.
Define Planner Group
7
7.
View Profiles for Equipment Master
7
8.
View Profile for Functional Location
8
9.
Creation of Structural Indicator for Customer
8
10.
Maintain Equipment Category
9
11.
Technical Object default category for Transaction start
9
12.
Serial number profile for Equipment
10
13.
Serial number profile for Spares
10
14.
Creation of Notification type
11
15.
Settings for Notification Type Z1, Z2, Z3 & Z4
12
16.
Notification type with Order type
25
17.
Special Parameters for Notification type
25
18.
Assignment of Priority types with Notification
27
19.
Action Box
27
20.
Creation of Service order type
29
21.
Creation of Plant Section
32
22.
Indicator for Refurbishment Process
33
23.
Number range for Service order
33
24.
Assign Order types to Maintenance Plant
34
25.
Default Planning indicator for Order Types
34
26.
Access Sequence for Address Data
34
27.
Settlement Rule
34
28.
Proposed Reference time for Technical completion
35
29.
Default Control key for order type
35
30.
Maintenance Activity type default for order type
37
31.
Assignment of Priority Type
37
32.
Current Date Default for orders
37
33.
Default Values for Component Item Categories
38
34.
Movement Types for Material Reservations
38
35.
Activation of Default Date
39
36.
Default value for unit of operations
39
37.
Partner Determination Assignment with Order
39
38.
Dip profile
40
1.Creation of Maintenance Plant Maintenance plant is the organization structure for both Plant maintenance and Customer Service module.
2.Assignment of Plant with Maintenance Planning Plant In this step, we assign the maintenance plant to the manufacturing plant. Service related to plant maintenance and Customer service module will be performed under Maintenance plant.
3.Activation of Warranty Categories There are two types of warranty categories. I = Vendor warranty and O= Customer Guarantee. Inboundwarranties that you (as a system user and warrantee) are issued by an external guarantor (for example, vendor, manufacturer) Outboundwarranties that you issue to your customer (as warrantee) Both the categories are assigned to Classification system.
4.Activation of Warranty in Notification and Service order Customer warranty “O” Warranty category is activated for both Notification and Service order. With below activation, during creation of notification and service order, a pop up will come whether the equipment is under warranty or not. This message will help the user to decide how to go ahead with Customer notification.
5.Defined Technical Objects
In LTKM, we have designed four objects. ZE01 - Rubber equipment ZE02 - Extruder Equipment The above two objects should be assigned in the respective equipment master. For ex: Rubber mixer equipment master “ZE01” should be entered.
ZFD1 – Domestic Location ZFE1 – Export Location The above two objects should be assigned to respective Customer functional location. For the customers in India, “ZFD1” should be assigned in the Object type field while creating the functional location master. The usage of object types is purely for reporting purpose.
6.Define Planner Group Depending on the size and structure of your company, a maintenance planning group may be an individual department (for central work preparation), a group of skilled craftsmen or a workshop. Every piece of equipment and functional location can be allocated to a maintenance planning group. Maintenance planning groups can also be used for evaluation purposes.
7.View Profiles for Equipment Master Equipment master screen layout is configured according to client needs.
8.View Profile for Functional Location Functional location master screen layout had been designed according to client requirement
9.Creation of Structural Indicator for Customer During creation of Functional locations master, String indicator determines the naming convention of the functional location master. For LTKM, the string indicator had been designed in such way that the first 6 digit will accommodate Customer code, next 5 letter stands for customer description and the last 5 letter stands for State code and running serial number.
10.
Maintain Equipment Category
11. Technical Object default category for Transaction start The Equipment & Functional master screen is shared by both plant maintenance and customer service module. Hence for the creation of Equipment and functional location master for Customer, we have allocated the Transaction code IE08 & IL08 by assigning the object category “S-Customer”
12.
Serial number profile for Equipment
Serial number profile had been created keeping in mind with the logic of number plate which is being tagged along with the Machine. Serial number profile is tagged in all the Machine material master. During delivery process, serial number should be entered for all the Finished goods. Upon saving the delivery, equipment master will be created automatically with the code same as serial number entered in delivery.
13.
Serial number profile for Spares
14.
Creation of Notification type
15. Settings for Notification Type Z1,Z2,Z3 & Z4 Screen Areas in Notification Header 1. Notification = Z1
2. Notification = Z2
3. Notification = Z3
4. Notification = Z4
Screen Structure for Extended view 1. Notification = Z1
2. Notification = Z2
3. Notification = Z3
4. Notification = Z4
Screen Structure for Simplified View 1. Notification = Z1
2. Notification = Z2
3. Notification = Z3
4. Notification = Z4
Catalogs and Catalogs profile of all Notification types 1. Notification = Z1
2. Notification = Z2
3. Notification = Z3
4. Notification = Z4
Format long text 1. Notification = Z1, Z2, Z3 & Z4
Priority Type 1. Notification type = Z1, Z2, Z3 & Z4
Partner Determination procedure 1. Notification = Z1
2. Notification = Z2, Z3 & Z4
Partner Functions Approval 1. Notification = Z1
2. Notification = Z2, Z3 & Z4
Response Time Monitoring 1.
Notification = Z2 & Z4
1. Number range for Notification Type
All the CS Notification types (Z1, Z2, Z3 & Z4) will start with number range 300000000 to 399999999
16.
Notification type with Order type
The notification types are directly assigned with Service order type. This assignment will enable the user to create the service order directly from the notification screen.
17.
Special Parameters for Notification type
The notification types are assigned with a specific sale order type. This assignment enables the user to create a sale order directly from the notification. This ensures that a sale order will having reference of notification number and it will be displayed in the document flow. Notification type – Z1
Notification type – Z3
Notification type – Z4
18. Assignment of Priority types with Notification Notification types - Z1, Z2, Z3 & Z4
19.
Action Box
Notification Z1
Notification Z2
Notification Z3
Notification Z4
20.
Creation of Service order type
Service order – ZS01
Service order = ZS02
Service order = ZS03
21.
Creation of Plant Section
Plant section EXT & MIX is created. The respective data is entered in the Equipment master data. Assignment of the below value in equipment masters will help in displaying reports separately for Extruder and Mixers.
22.
Indicator for Refurbishment Process
23.
Number range for Service order
The number range for the Customer Service order types ZS01, ZS02 & ZS03 is from 4000000 to 4999999.
24.
Assign Order types to Maintenance Plant
25. Default Planning indicator for Order Types
26.
Access Sequence for Address Data
27.
Settlement Rule
28. Proposed Reference time for Technical completion
29.
Default Control key for order type
Order type = ZS01
Order type = ZS02
Order type = ZS03
30. Maintenance Activity type default for order type
31.
Assignment of Priority Type
32.
Current Date Default for orders
33. Default Values for Component Item Categories
34. Movement Types for Material Reservations
35.
Activation of Default Date
Upon activation of default date, in the service order automatically basic dates will be assigned current date during creation of service order.
36.
Default value for unit of operations
During entering of operation activity, in service order by default, HR will be unit of measurement.
37. Partner Determination Assignment with Order
38.
Dip profile
Configuration of Dip profile is to create a Sales document from Service order. By using transaction code DP80, you can create a quotation by referring the service order. Also by using Tcode DP90, one can create a sales order with reference to Service order. Consumption of resources in service order is billed through this Dip profile. Its also called as resource related billing.
MODULE: CUSTOMER SERVICE
Author / Reviewer / Approver Role (Author / Reviewer / Approver)
Author / Reviewer / Approver Name Logan
Date
Documen t Version
Document Revision Description
28-09-2013
V1.0
Initial
Author
28-09-2013
V1.0
Initial
Reviewer
Contents 1.
Creation of Maintenance Plant
4
2.
Assignment of Plant with Maintenance Planning Plant
4
3.
Activation of Warranty Categories
5
4.
Activation of Warranty in Notification and Service order
5
5.
Defined Technical Objects
6
6.
Define Planner Group
7
7.
View Profiles for Equipment Master
7
8.
View Profile for Functional Location
8
9.
Creation of Structural Indicator for Customer
8
10.
Maintain Equipment Category
9
11.
Technical Object default category for Transaction start
9
12.
Serial number profile for Equipment
10
13.
Serial number profile for Spares
10
14.
Creation of Notification type
11
15.
Settings for Notification Type Z1, Z2, Z3 & Z4
12
16.
Notification type with Order type
25
17.
Special Parameters for Notification type
25
18.
Assignment of Priority types with Notification
27
19.
Action Box
27
20.
Creation of Service order type
29
21.
Creation of Plant Section
32
22.
Indicator for Refurbishment Process
33
23.
Number range for Service order
33
24.
Assign Order types to Maintenance Plant
34
25.
Default Planning indicator for Order Types
34
26.
Access Sequence for Address Data
34
27.
Settlement Rule
34
28.
Proposed Reference time for Technical completion
35
29.
Default Control key for order type
35
30.
Maintenance Activity type default for order type
37
31.
Assignment of Priority Type
37
32.
Current Date Default for orders
37
33.
Default Values for Component Item Categories
38
34.
Movement Types for Material Reservations
38
35.
Activation of Default Date
39
36.
Default value for unit of operations
39
37.
Partner Determination Assignment with Order
39
38.
Dip profile
40
1.Creation of Maintenance Plant Maintenance plant is the organization structure for both Plant maintenance and Customer Service module.
2.Assignment of Plant with Maintenance Planning Plant In this step, we assign the maintenance plant to the manufacturing plant. Service related to plant maintenance and Customer service module will be performed under Maintenance plant.
3.Activation of Warranty Categories There are two types of warranty categories. I = Vendor warranty and O= Customer Guarantee. Inboundwarranties that you (as a system user and warrantee) are issued by an external guarantor (for example, vendor, manufacturer) Outboundwarranties that you issue to your customer (as warrantee) Both the categories are assigned to Classification system.
4.Activation of Warranty in Notification and Service order Customer warranty “O” Warranty category is activated for both Notification and Service order. With below activation, during creation of notification and service order, a pop up will come whether the equipment is under warranty or not. This message will help the user to decide how to go ahead with Customer notification.
5.Defined Technical Objects
In LTKM, we have designed four objects. ZE01 - Rubber equipment ZE02 - Extruder Equipment The above two objects should be assigned in the respective equipment master. For ex: Rubber mixer equipment master “ZE01” should be entered.
ZFD1 – Domestic Location ZFE1 – Export Location The above two objects should be assigned to respective Customer functional location. For the customers in India, “ZFD1” should be assigned in the Object type field while creating the functional location master. The usage of object types is purely for reporting purpose.
6.Define Planner Group Depending on the size and structure of your company, a maintenance planning group may be an individual department (for central work preparation), a group of skilled craftsmen or a workshop. Every piece of equipment and functional location can be allocated to a maintenance planning group. Maintenance planning groups can also be used for evaluation purposes.
7.View Profiles for Equipment Master Equipment master screen layout is configured according to client needs.
8.View Profile for Functional Location Functional location master screen layout had been designed according to client requirement
9.Creation of Structural Indicator for Customer During creation of Functional locations master, String indicator determines the naming convention of the functional location master. For LTKM, the string indicator had been designed in such way that the first 6 digit will accommodate Customer code, next 5 letter stands for customer description and the last 5 letter stands for State code and running serial number.
10.
Maintain Equipment Category
11. Technical Object default category for Transaction start The Equipment & Functional master screen is shared by both plant maintenance and customer service module. Hence for the creation of Equipment and functional location master for Customer, we have allocated the Transaction code IE08 & IL08 by assigning the object category “S-Customer”
12.
Serial number profile for Equipment
Serial number profile had been created keeping in mind with the logic of number plate which is being tagged along with the Machine. Serial number profile is tagged in all the Machine material master. During delivery process, serial number should be entered for all the Finished goods. Upon saving the delivery, equipment master will be created automatically with the code same as serial number entered in delivery.
13.
Serial number profile for Spares
14.
Creation of Notification type
15. Settings for Notification Type Z1,Z2,Z3 & Z4 Screen Areas in Notification Header 1. Notification = Z1
2. Notification = Z2
3. Notification = Z3
4. Notification = Z4
Screen Structure for Extended view 1. Notification = Z1
2. Notification = Z2
3. Notification = Z3
4. Notification = Z4
Screen Structure for Simplified View 1. Notification = Z1
2. Notification = Z2
3. Notification = Z3
4. Notification = Z4
Catalogs and Catalogs profile of all Notification types 1. Notification = Z1
2. Notification = Z2
3. Notification = Z3
4. Notification = Z4
Format long text 1. Notification = Z1, Z2, Z3 & Z4
Priority Type 1. Notification type = Z1, Z2, Z3 & Z4
Partner Determination procedure 1. Notification = Z1
2. Notification = Z2, Z3 & Z4
Partner Functions Approval 1. Notification = Z1
2. Notification = Z2, Z3 & Z4
Response Time Monitoring 1.
Notification = Z2 & Z4
1. Number range for Notification Type
All the CS Notification types (Z1, Z2, Z3 & Z4) will start with number range 300000000 to 399999999
16.
Notification type with Order type
The notification types are directly assigned with Service order type. This assignment will enable the user to create the service order directly from the notification screen.
17.
Special Parameters for Notification type
The notification types are assigned with a specific sale order type. This assignment enables the user to create a sale order directly from the notification. This ensures that a sale order will having reference of notification number and it will be displayed in the document flow. Notification type – Z1
Notification type – Z3
Notification type – Z4
18. Assignment of Priority types with Notification Notification types - Z1, Z2, Z3 & Z4
19.
Action Box
Notification Z1
Notification Z2
Notification Z3
Notification Z4
20.
Creation of Service order type
Service order – ZS01
Service order = ZS02
Service order = ZS03
21.
Creation of Plant Section
Plant section EXT & MIX is created. The respective data is entered in the Equipment master data. Assignment of the below value in equipment masters will help in displaying reports separately for Extruder and Mixers.
22.
Indicator for Refurbishment Process
23.
Number range for Service order
The number range for the Customer Service order types ZS01, ZS02 & ZS03 is from 4000000 to 4999999.
24.
Assign Order types to Maintenance Plant
25. Default Planning indicator for Order Types
26.
Access Sequence for Address Data
27.
Settlement Rule
28. Proposed Reference time for Technical completion
29.
Default Control key for order type
Order type = ZS01
Order type = ZS02
Order type = ZS03
30. Maintenance Activity type default for order type
31.
Assignment of Priority Type
32.
Current Date Default for orders
33. Default Values for Component Item Categories
34. Movement Types for Material Reservations
35.
Activation of Default Date
Upon activation of default date, in the service order automatically basic dates will be assigned current date during creation of service order.
36.
Default value for unit of operations
During entering of operation activity, in service order by default, HR will be unit of measurement.
37. Partner Determination Assignment with Order
38.
Dip profile
Configuration of Dip profile is to create a Sales document from Service order. By using transaction code DP80, you can create a quotation by referring the service order. Also by using Tcode DP90, one can create a sales order with reference to Service order. Consumption of resources in service order is billed through this Dip profile. Its also called as resource related billing.
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