Warranty Determination in SAP S/4HANA Service Orders
When creating a service order or another service document like a service quotation or a service request, it is important for the service professional to know whether a valid warranty exists for the reference object. In SAP S/4HANA Service, the system can check whether a time-based warranty is assigned to and still valid for the assigned reference object (equipment or functional location).
Here are the steps to set up this check:
- Create a warranty profile:
IMG: Service > Transactions > Settings for Service Transactions > Define Profile for Warranty Check
- Assign the warranty profile to the relevant transaction types:
IMG: Service > Transactions > Basic Settings > Define Transaction Types
- Create a Characteristic for Warranty Time (or reuse an existing one):
SAP Menu: Logistics > Plant Maintenance > Management of Technical Objects > Environment > Classes > Master Data > Characteristics (transaction CT04)
- Define a Warranty Counter:
IMG: Plant Maintenance and Customer Service > Master Data in Plant Maintenance and Customer Service > Basic Settings > Warranties > Define Warranty Counters
- Create a Master Warranty:
SAP Menu: Logistics > Plant Maintenance > Management of Technical Objects > Environment > Master Warranties > Create (transaction BGM1)
On the Services tab page, maintain the service products relevant for warranty determination. Then select each service and on the Counter tab page maintain the counter you created above per service.
- Assign Master Warranty to Equipment or Functional Location:
SAP Menu: Logistics > Plant Maintenance > Management of Technical Objects > Equipment or Functional Location > Change (transactions IE02 or IL02)
Note: The sub screen for warranties (110) must be included in the view profile that is assigned to the equipment or functional location category. You can verify this in IMG at Plant Maintenance and Customer Service > Master Data in Plant Maintenance and Customer Service > Technical Objects > General Data > Set View Profiles for Technical Objects.
- Warranty Check in Service Order:
To verify that the warranty check is working, log on to the Service application (via Fiori Launchpad or with transaction WUI) with a Service role. Create a new service order and maintain the equipment or functional location ID in the corresponding field on header level. If you maintained the warranty correctly, it will be assigned to the service order and an information message is displayed: