Service Management – Configuring the Service Order Type
Now that you know how to attach a service order to the sale document item categories, the next logical progression is to talk about the service order. This is a rather large piece of configuration, and it is broken into many individual configuration steps. I’m going to take it a piece at a time, so not to overwhelm you 🙂 .
The first piece is the most vital to everything. It is creating the service order type. Like in many areas of SAP, I encourage you to copy from an order type that is close to what you want. In our case, the SM03 order type is the standard order type provided by SAP for in-house repairs. So it’s the perfect place to start.
We are going to focus creating the order type for today.
Here we see the available order types. I’ve already created a copy of SM03, called ZS03, but for this example, we’ll look at the original SM03.
Now, most of these fields are pretty obscure to me, so I’ll do my best to explain them, and most importantly what you need to worry about.
- Open Item Management: is used for commitment management. This is used when you use budget functionality directly for Maintenance orders or when you want to have budget functionality through PS .If that is flagged then commitments like PR which are generated from MO are checked when budget availability control is active
- Revenue Postings: this is important because if you are using Repair sales orders, all of the revenue is captured at that level, and you cannot capture revenue at the service order level. So for in-house repairs, this must remain unchecked.
- Settlement Profile: this is a financial setting, so I always defer to my FICO experts. Initially, just leave it as 80.
- Budget Profile: The budget profile enables you to define budgets for individual orders. You should also activate the funds availability check. This allows you to monitor order-related budgets without using the project system. I have not personally used this function.
- Object Class: You can set the object class of Investment, Overhead Cost, Production or Profitability Analysis.
- Residence Time1 & 2: Residence time 1 determines the time interval (in calendar months) that must elapse between setting the delete flag (step 1) and setting the deletion indicator (step 2).
- Release immediately: This determines if the service order is immediately released upon creation. I prefer to leave this unchecked so that planning can occur before release.
I haven’t used the budget aspects of the service order. If you are looking to simple in-house service, the important fields you must be concerned with are Revenue posting = blank, settlement = 80 (unless you are told otherwise by your FICO group), and release immediately.
We’ve just touched the tip of the iceberg, so there will be more post about the service order.
If you’re interested in great tips and tricks on SAP service management, variant configuration or production planning, check out my blog at: http://paperstreetenterprises.com/blog/
There is also a link to some SAP Easy Buttons =)
Thanks for reading,
CTO – JaveLLin Solutions, LLC