Purchase Requisition Integration in SAP S/4HANA Service (Service Orders)
When planning service orders in SAP S/4HANA Service, you might need to procure spare parts or services before the service order can be executed. In this blog, you can find implementation settings required to trigger the automated creation of a purchase requisition for spare parts within the service order. The settings below are meant as an example and have been tested in a system that contains the SAP Best Practices 2020 solution for the US.
A typical process flow when creating a purchase requisition for a spare part in the service order is as follows:
- You create a service order, and in its item list maintain a spare part with the item category relevant for purchase requisitions.
- You release the service order. Releasing the service order triggers the creation of the purchase requisition.
- The purchasing specialist processes the purchase requisition by creating a purchase order for it. After delivery, a goods receipt for the purchase order is created.
- After the procured spare part has been received, you can confirm its use by creating a service confirmation as follow-up of the service order.
- After releasing the service confirmation for billing, the billing clerk can create the billing document including the price for the procured spare part.
Service Order’s transaction history:
Configuration Steps in IMG:
Integration with Other SAP Components > Customer Relationship Management > Settings for Service Processing > Logistics Integration > Set Purchasing Document Types for CRM Logistics Integration:
Integration with Other SAP Components > Customer Relationship Management > Settings for Service Processing > Logistics Integration > Copying Rules for Texts When Creating Purchasing Documents:
Service > Transactions > Basic Settings > Define Item Categories:
Define one item category to be used in service orders and one to be used in service confirmations. For example, copy the default item categories SRVM and SVCM.
After having saved the new item categories, for each of them in Assignment of Business Transaction Categories: Sales, maintain the Condition Type: PMP0.
For the service order’s item category, navigate to Assignment of Business Transaction Categories: Service Order/Quot. and make sure its set as Relevant for Confirmation and Relevant to Costs. For the service confirmation’s item category, make sure it is set to cost relevant.
Service > Transactions > Basic Settings > Define Item Category Determination:
Assign the item categories relevant for purchase requisition to the appropriate transaction type / item category groups, depending on the products you want to use. For example, in the SAP Best Practices content you can assign the item categories to transaction types SRVO and SRVC (without item category group assignment and with item category group assignment to Standard item (NORM)).
Service > Transactions > Basic Settings > Copying Control for Business Transactions > Define Copying Control for Item Categories:
For example, copy the settings of item category SRVM to your new service order’s item category.
Service > Transactions > Basic Settings > Copying Control for Business Transactions > Define Item Category Determination when Copying:
Maintain settings here so that the service order’s item category in the service confirmation will be determined correctly to the service confirmation’s item category.
Service > Transactions > Settings for Service Transactions > Integration > Logistics Integration > Define Logistics Scenario for the Procurement of Materials and Services:
Define for which transaction type and item category the Purchase Requisition scenario is valid:
Service > Basic Functions > Billing > Assign Service Transaction Types to Billing Document Request Types:
Add the relevant item category to the transaction type you use for billing. For example, in the SAP Best Practices content select the transaction type SRVC and in the Item Category Mapping maintain your new item category for the service confirmation:
Note that for release 2020, the following SAP note might need to be implemented: Goods Movement for Spare Part Items (2976374)
I have tried to do this for a copy or SRVP item position, creating and configuring for purchase requisition.
But I have the problem that the system needs In case of account assignment, please enter acc. assignment data for item
But the service order is created with internal order.
Would you please show or let me know how would we create a purchase requisition for a service (SRVP) not for a stockeable product?
Thanks so much.
in standard S/4HANA Service, at the moment unfortunately only purchasing of physical parts is supported. I know that on project-basis it has already been enabled to also trigger purchasing of 3rd party services from the service order, but for this an enhancement (coding) is required.
Thanks so much.
Would you be so kind an send me which restrictions of functionalities would loss with the new Service S4HANA , for instance the integration with warranty claims, that nowadays we have in Customer Service or CRM?
Thanks in advance.
Thanks so much Bettina.
Would you send me which restrictions or which functionalities are lost with the new Service S4HANA? , for instance the integration with Warranty claims?
Thanks in advance.
unfortunately I don't think such an overview exists, or at least I am not aware of it.
You can find the functionality supported in SAP S/4HANA here: https://help.sap.com/s4hana > Product Assistance (EN) > Enterprise Business Applications > Service.
Thanks so much for your information.
great Blog-Article and really helpful for the implementation and integration scenario.
We are facing exactly the situation that for “External procured services” the integration is not working like you also described in your comment.
Currently we are also in a S/4 HANA implementation project and need to trigger the purchasing of 3rd party services from the service order (CRM) via an enhancement.
We have the following questions:
We also recognized that a Business Function “LOG_MM_CI_2” is mentioned here.
We hope that everything above was understandable if you need further information like System release or further details please let us know.
concerning your question in bullet point 1: You can adjust the the creation of the Purchase Requisition (PR) from the Service Order by replacing the standard forward data exchange class CL_CRMS4_PROC_SRVORDER_FWD in this customizing activity:
Transaction: SPRO, then IMG Path "Service => Transactions => Data Exchange in Service => Define Custom Handler Classes for Forward Data Exchange"
To do so first create a new Z class like ZCL_CRMS4_PROC_SRVORDER_FWD and maintain the standard class CL_CRMS4_PROC_SRVORDER_FWD as Superclass. After that you can redefine the method PREPARE_PURCH_REQ according to your needs to influence the PR data before the PR is created. Have also a look at the standard method PREPARE_PURCH_REQ to see how the Service PR is created for S/4HANA Cloud as Cloud is using Lean Service PRs with materials of type SERV.
I hope this helps.
thank you very much for your feedback as well the details and the enhancement possibilities. Great!
We have one additional question:
Our customer had the S4HANA Service Training S4700 - SAP S/4 HANA Service (Version 17)
Based on S4HANA Service Release 2020
In Chapter 6 page 111 - 113 (German Version)
The corresponding exercise describes how you can trigger the purchase requisition automatically out of the service order based on a service material. (Non-Physical Product)
This is working in your training session environment and the system landscape is linked to S4HANA Release 2020.
Can you maybe verifiy and explain this behavior if this enhancement is really needed due to the fact that in your system landscape it seems to work in SAP-Standard.
in the training system the scenario works because the mentioned enhancement was done in the training system, it is not the standard behavior. But this information was not added to the training documentation and was only explained by the course instructor. I was in contact with a colleague from the training department. He confirmed that they will add this information explicitly in the training documentation for the next release.