Service Management – Default Values for External Procurement

Hello again.  If you’ve been following my series, I’m sure you’ve noticed that I’m covering a lot of configuration, and some of it is clearly more complicated than others.  Today is another relatively easy piece of configuration, but it is a big time saver/accuracy increaser if you use external services or external materials on your service order. 

This configuration allows you to set the default values for external procurement so your service technicians don’t need to worry about material groups or cost elements.

at least I’m consistent.  Here’s where to find the menu path in configuration.

This next piece is the list of profiles.  Keep in mind, you will usually perform these steps in sets of 2.  You will often have a separate profile for services you procure, vs. materials you procure.  The steps are the same, but keep this fact in mind.

The values you can enter are pretty self explanatory.  The big thing is the little checkbox on the bottom:  Transfer Profile Values.

The short story is if you check this box, these values will be passed.  If you leave it open, the values will come first from the material master and then this profile.

This following description is directly from the SAP Help.

If the indicator is not set, the system determines the default values as follows:

• Case 1: You enter the external material manually in the order.

a) The system uses the default values that it can derive from the data in the material master record of the non-stock component.

b) If it cannot derive any data or there is no material master record, it uses the default values from the default value profile.

c) If no values are defined in the default value profile either, the system issues an error message and prompts you to add the data manually.

• Case 2: The external material is transferred to the order via another SAP object.

a) The system transfers the default values that are in the SAP object:

Task list –> the default values from the BOM

OCI catalog –> the data that the system determines from the material group in the catalog

BAPI –> the data that is passed to the interface

b) If there are no default values in the SAP object, the system uses the values it can determine from the material master record.

c) If it cannot derive any data or if there is no material master record, it uses the default values from the default value profile.

d) If no values are defined in the default value profile either, the system issues an error message and prompts you to add the data manually.

If the indicator is set, the system determines the default values as follows:

• Case 1: You enter the external material manually in the order.

a) The system uses the default values from the default value profile.

b) If no values are defined in the default value profile, it uses the data from the material master record for the external material.

c) If it cannot derive any data or there is no material master record, the system issues an error message and prompts you to add the data manually.

• Case 2: The external material is transferred to the order via another SAP object.

a) The system uses the default values from the default value profile.

b) If no values are defined in the default value profile, it uses the data in the SAP object.

Task list –> the default values from the BOM

OCI catalog –> the data that the system determines from the material group in the catalog

BAPI –> the data that is passed to the interface

1. c) If there are no default values in the SAP object, the system uses the data it can derive from the material master record.
1. d) If it cannot derive any data or there is no material master record, the system issues an error message and prompts you to add the data manually.

that’s all for today.

If you’re interested in great tips and tricks on SAP service management, variant configuration or ABAP Development, check out my blog at: http://paperstreetenterprises.com/blog/

There is also a link to some SAP Easy Buttons =)

Thanks for reading,

Mike

CTO – JaveLLin Solutions, LLC