About Service Confirmation with Integration ECC Part Overview
You can use the service confirmation transaction to report working time, service parts, expenses, and tools used while performing a
service. This function is available in CRM Web Client UI and mobile service.
“” SRVC we can able to create with reference or with our reference, The Reference might be SRVO, REPA.”
The line items will copy form preceding documents (using Copy Control), meanwhile you can enter new line items which was service
technician performed For Exm –Service parts, Service Expenses and Service tools.
We can create multiple SRVC for an order For Example If you want to create SRVC on Daily basis but it require more than a day to complete an assignment. If multiple service representatives working on an assignment, they can also confirm individually.
* We can’t make a confirmation for several orders in a single document.
* We can create one confirmation for multiple service representatives in this case data can’t be processed in controlling and HR in
Back End Systems (SAP ERP)
information on the flow of service confirmation-related data between SAP Customer Relationship Management (SAP CRM) and SAP ERP,
“” The Automatic data transfer between SAP CRM to SAP ERP that happens with CRM Integration Services. It triggers subsequence process.
Overview About SAP CRM Confirmation
We have to make necessary changes for below points based on Requirmenet..
Service Confirmation Transaction settings
- Logistic integration (for stock movements)
- Cross application time sheet integration
- Controlling integration
Prerequisites in the Service Confirmation Transaction.
Before transferred SRVC to SAP ERP, The SRVC Transaction fulfill the following
The Transaction contains at least one item.
- This Transaction should contain error free.
- The Transaction status must be completed.
- No Distribution lock were set for the transaction.
Customizing for the data entry profile used in conforming working times
To allow definition of multiple data entry profiles in SAP ERP for Service Confirmation
in SAP CRM.
For that we must activate the business function. CRM Time recording using multiple CATS
data entry profiles. (HCM_CRM_CATS_PROFILE)
For more information about this business function, see SAP Help Portal at à http://help.sap.com/erpà SAP ERP Enhancement Packages à ERP Central Component Enhancement Package 5 à Business Functions à Business Functions (SAP Enhancement Package 5 for SAP ERP 6.0) in SAP ERP
Enterprise Business Functions à Cross-Application-Enterprise Business Functions- Integration of CRM and ERP à CRM, Time Recording Using Multiple CATS Data Entry Profiles.
- You have made the necessary settings in Customizing for SAP ERP under à Integration with Other SAP Components à Customer
Relationship Management à Settings for Service Processing à Time Sheet Integration
Assign data entry profile You have assigned data entry profiles according to your criteria such as transaction type and service organization.
Change data entry profile The default implementation of this Business Add-In (BAdI) determines the data entry profile from the Assign Data Entry Profile
Customizing activity, depending on the transaction type and the service organization you have used to define the data entry profile. You can create a
customer-specific BAdI implementation, which can be used to define the data entry profile according to other criteria. Possible parameters include all
criteria that appear in the header of a service confirmation (structure BAPISDCOSV), such as profit center, sold-to party, or company code.
General Settigs for Service confirmation Transaction Type (SRVC)
The service confirmation transaction is predefined as follows in the standard system:
Transaction type SRVC, Item categories SVCP
for service product items
Date profile SRV_RM_ITEM1 – SAP Confirmation Service Item is assigned to this item category.
The date profile contains date types such as SRVC_ACTUAL – Start of Work and SRVC_ACT_TO – Date Work Ends. The
working time of service representatives is documented with these date fields.
– SVCM – for service parts and sales items
– SVCE- for expense items
– SVCT- for tool items
If the settings for these Customizing objects do not reflect your business requirements, you can copy them and modify the copies.
Details of Services Rendered
You can report the following key information in a service confirmation:
–Service parts used
You can confirm planned and unplanned expenses, such as expenses for hotel accommodation or miscellaneous materials that are not represented by service items or service part items.
# You need to define products of the type Material to represent different types of expenses.
# There is no integration with SAP ERP Travel Management for the processing of travel expenses.
#Working times (duration, start and end of work)
# Travel times
You have to enter travel times in a separate service item using a service type and valuation type that you have defined for billing travel time (see “Billing” below).
–Reference object(s) for the service
-Technical details in Categorization
Service Confirmation standard Functions, using this we can design solution to client
- Installed Base update
- Contract determination
- Warranty check
- Automatic warranty creation
- Counter reading
- Cost allocation
- Amount allocation
- Follow-up transaction in ERP
- Transaction history
- Create (attach documents)
- Printing service reports
The Controlling relevant data can transfer form SAP CRM to SAP ERP system.
The posting of actual costs to account assignment objects In the ERP system is triggered using the Service Confirmation assigned
to a transaction.
– Activities: – Activities are automatically transferred to time sheet, the sender cost center is determined using the personal number of service employee making the confirmation. The activity type is determine using customizing, which data entered must be transfer to CO using Time sheet.
(Personal – Personal Time management – time sheet – transfer – account)
Then activity allocation from service employee cost center to the account assignment object (it takes place in CO)
– Service parts:- :- Service parts automatically generated “Goods Issue” in MM with a posting in FI and do the account assignment object
– Expenses: – Expenses items are automatically posted in to ERP System as transfer. The cost center of service employee making confirmation is credited in the amount of expenses entered and the account assignment object is debited that amount. The transfer posting cost element determine based on customizing.
–Tools: – Tools items are automatically posted in to ERP System as internally activity allocation. The cost center and activity type are assigned in to ERP System.Configuration – Other SAP Components- CRM-Settings for Service Processing-Controlling integration-Assign Cost Center and Activity type to
“The activity allocation form the cost center to the account assignment object takes place in CO”
“CRM Billing used to post revenues to FI and do the account assignment object”
– We can choose following controlling type to customizing for each transaction type and Service organization.
- Mass Object
Controlling :- Analyze the values (without
period closing) in Profitable analysis (CO-PA)
- Single Object
Controlling: – analyze the individual transaction detail using Internal order
and do the calculate WIP.
- Controlling for
account assignment object: – Analyze the individual transaction in detail using
Work breakdown Structure element, Internal Order, Sales order items in ERP and
do the calculate WIP.
- 2.5) CATS (Cross Application Time Sheet) integration
CATS is a cross application tool for recording times and tasks it enables you u to control all business process concerning your
Transferred data from Time sheets to Target component (HR, CO, PM, PS, MM C Project) which is employee recorded data
Transfer of Time Sheet Data to the Target Components.
We can transfer data to the target components as above flow. Using below options
- Using transfer
- For Material
management using Transaction
- For C project
using an ALE connection with I DOC
Note: -This Document will only help you overview concept about Service confirmation with ECC integration part. For more information