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Quotation Creating using DP80 & DIP Profile

Posted by Rahul Asai Aug 31, 2012

About Author:
Author Rahul G Asai works with IBM in SAP Logistics Domain with 7+ years of experience & is a Consultant by profession (Engineer academically)& his management skills are honed further by devoting 2 years to MBA from IIT Kharagpur VGSoM.

Scope / Takeaway:
In course of Customer Service Implementation at one of the major Textile Machine Manufacturing Client in the Europe, there was a typical requirement to issue Quotations based on service requests of clients using CS Module. There is a material provided by SAP in the SAP Note in the form of 80 page PDF Document, but this post can be used as a reference guide along with quick screenshots to get good clarity with ease how the process of creating Quotations can be adopted from service orders.

DIP Profile for Quotation:

DIP profile is created as indicated below (it is a copy of PS000001, standard provided by SAP with many modifications as given in subsequent screenshots). Transaction code is ODP1-

Activate below characteristics (based on your business requirement as well) to capture the planned costs from the service order.

Page down & a look at other characteristics as well-

Last set of characteristics as indicated below-

Come to Source Tab on the left. Select Planned Cost if business would want to pull the value into the Qutation based on planned costs in the Service Order.

Add any set name (using GS01) if there are any constraints on particular parameters to pull the costs from restricted sources-

Come to Material Determination, Put in the material code in the 2nd row as indicated below with Material Direct indicator active if all the components in the service orders are to be transferred to Quotations with their respective cost.

Enter the SET name as indicated below if particular cost elements only are to be used for transferring the costs.

Select a default generic set as indicated below for all the components from the service order.

Quotation from Service Order Process:

Service Order Creation:

With above customization of DIP Profile for Quotation, let's see how we use it at business transaction level.

First, we create the service order using IW31 transaction as indicated below. We put in the Operation & hours respectively as indicated-

Put the components as well in the component tab if components are involved in repair process-

Check the planned cost of operations & components which would later be transferred into Quotation-

Make sure the DIP profile is assigned through customizing / manually in the control tab-

Quotation Creation: Come to DP80 Transaction & enter the service order as indicated-

Check the cost flown from service order & hit the Quotation button as indicated-

Confirm the quotation creation-

This will generate the Quotation-

739 Views 0 Comments Permalink Tags: profile, dp80, quotation, dip

Installtion Base Creation in R/3

Posted by Rahul Asai Aug 21, 2012

About Author:
Author Rahul G Asai works with IBM in SAP Logistics Domain with 7+ years of experience & is a Consultant by profession (Engineer academically)& his management skills are honed further by devoting 2 years to MBA from IIT Kharagpur VGSoM.

Scope / Takeaway:
In course of Customer Service Implementation at one of the major Textile Machine Manufacturing Client in the Europe, there was a typical requirement to track installations within CS Module using IBase (Installation Bases). If a closer look is taken at the customizing nodes available in SPRO, there is no no node dedicated to creation of IBase Categories & their views. A normal practitioners would sped time on ooogle & various SAP forums to locate where these IBase categories are customized. To their surprise, it would be discovered that IBases are customized in SAP CRM as per various forums which also give the configuration path for customization of IBase within CRM. This post is created in an answer to R/3 utility of IBase within CS Module where various IBase categories & their view can be defined....not using SPRO customizing nodes but by table maintenance using SM30. Let's dive deep into this & see how this works. This pose is aimed at helping the CS Consultants to run rather than walk when they face such difficulties.

IBase Category Creation:

Ibase categories can be created in the view V_T371A as below in SM30 transaction-

Once in the maintenance, you can choose to create a new entry or copy the existing one. Later one is showcased below-

You need to supply a new name to category & a corresponding description at the last column.

Validate & check if other parameters are set correctly. If yes, you can save it as indicated-

IBase View Creation:

Now, let's see how we add the views into the IBase just created. Come to view V_T371U in SM30 as indicated below-

Select the IBase category whose View needs to be created.

Create new entry as indicated below to add the view-

Add the view as indicated below & save.

Another view can be added by creating a new entry-

Save this view as well.

At last, you can check what all views you have added in the IBase category-

278 Views 0 Comments Permalink Tags: in, r/3, base, ibase, installtion

Updation of Service Order Type SM03 to new Order Type

Posted by Rahul Asai Aug 6, 2012 This post is created for the benefit of SAP Consultant who work in Customer Service Module. There are many threads in SAP SCN as well as other SAP forums. This enhancement is possible using ABAP brain of Yogesh Shukla who also works with IBM & brings with 6+ years of experience. Rahul G Asai also works as a functional Logistics Consultant in IBM & has 7+ years of experience. Typically when service orders are created from repair sales orders, to carry out service processing like component replacement, actual activity on work centres, the service order created is of the type SM03. This is standard SAP behaviour & can not be changed using customizing. New service order types are required in various cases like1. 2. 3. Settlement of service cost is required on various settlement objects like on cost centres, WBS or Internal Order if the repaired component is In Warranty. Sales Order or Profitability Segment if the repaired component is not in Warranty. Any other reporting purpose. Typically, these order types can be assigned to requirement class (which are assigned to requirement types) & can be derived within repair sales order. But, these service order types have to be of refurbishment type & gets created when service notifications are saved. This is not a desired functionality in many of the businesses and as they don't want the service order immediately after the notification but rather after receiving returned material from the customer (through sales route using repair sales order). Therefore, modification is recommended below which can be used to generate different service order types when they are created in the background automatically from repair sales order (once goods are received using returned delivery).

Below logic needs to be used in the function module given below at the enhancement points specifiedFunction Module: Enhancement Point: CO_ZV_ORDER_POST co_zv_order_post_07

Enhancement Spots:


Screenshot of the ABAP coding is given below as a quick reference. T Code SE37, Function Module # CO_ZV_ORDER_POST

Actual Coding as below-

This program will be triggered automatically when business user tries to create service order from repair sales order. Instead of Z Table, standard SAP functionality of variant maintenance would be used for this development. Screenshot taken from Transaction code STVARV-

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Repair Process in SAP CS (Customer Service) - Part I

Posted by Rahul Asai Jul 21, 2012

This blog on Repair Process is written to help SAP CS Consultant on giving a complete understanding on how Repair Management is captured in SAP. The experience of 2 implementation in Customer Service is utilized to compile this blog on SAP CS. These posts are created with inspiration & guidance from Priya Pathak (at IBM) who work as a colleague on SAP Implementation Projects. The author works with IBM presently. As the length of this post is quite log, this is divided into Part I & Part II. You can refer Part II for Settlement, Delivery & Billing Process.

1. Scope of the Post / Document

This document aims to serve the purpose of explaining how repair process can be handled at manufacturing plants for the components or parts as well as 3 rd party parts (from external vendors). We also cover how replacement can be executed as a part of standard SAP Process from notification if business decides to have replacement instead of repairing the item (repairing may be carried out but customer is supplied with replacement part immediately & repaired part is then used as an independent component)

2. Master Data Requirement

Below Master Data is mandatory to execute the below depicted SAP Standard Repair Process1. 2. Material Master Data Equipment Master (linked to Material Master)

3. Process Steps Repair Process

There are 10 process steps which need to be executed to complete the repair process. As indicated before, it is imperative to have 2 master data in SAP (Material Master & Equipment Master) created in advance before below steps are executed.

3.1 Receiving Customer Complaint

On receiving customer complaint or return component for repair process, notification needs to be created by business wherein information below can be entered likeCause Codes Defect Codes Different activities can be entered which needs to be preformed to repair the products Priority Incoming / Outgoing Calls etc. Warranty validation is carried out within notification if equipment master has got warranty dates & system correspondingly gives a message if the repair product is in warranty or not. Transaction Code IW51 Notification- 300000104 Notification type needs to be entered (Z4) as indicated below-

3.2 Creation of Repair Sales Order

Within notification, mandatory fields as indicated below can be entered and then repair order needs to be clicked within the action box on the right side-

This will give the pop up wherein repair sales order type, service material needs to be entered, and save this as indicated below-

This generates the repair sales order & can be seen in the document flow of notification-

SO-109000054 We check this repair sales order in VA03 Transaction code, note the repair button at the bottom-

We can see in the repair tab there is one repair item we need to receive-

3.3 Return Delivery

To receive the repair material, we create returns delivery using Transaction code VRRE, below details needs to be put-

Check the details in the returns delivery-

Return Delivery - 7008500050

3.4 Goods Receipt against Return Delivery for Repaired Item

Now, Goods receipt for the repair material needs to be done using VL02n transaction code as indicated-

Pl check the document flow for material document-

Check the movement type used for return material-

Pl see above that this is non valuated material and there is no financial postings.

3.5 Service Order Creation from Repair Order

Now we create the service order for this return material from sales order VA03 transaction, hit the proposal button below as indicated-

This calls for the task list (list of work centers maintained for the service material)-

Confirm the availability control, save the Sales Order, which will create the service order in the background. To check the service order, hit on button below as indicated in VA03 Transaction code-

System would take you to IW33 transaction code where you get to see the service order created. Service Order 4000084 is created. Service Order can be seen below in transaction IW33-

3.6 Service Order Updation with Operations, Components & Settlement Rule of Cost Centre

Now, based on the requirement to repair the returned product, put in the operations required-

Add on components can also be put in which would be required for the repairing of returned product-

We update the settlement rule-

Cost Centre needs to be put for service / repair process; this is where cost of operations & components would be settlement-

3.7 Service Order Confirmation

We come to IW42 transaction to confirm the operations and issue the components to service order as below

Save this. You can check in service order (IW33) to check the goods movement of components

You get the material document. Pl check the movement type and accounting document-

Goods issue accounting entries are as below-

In the cost tab of service order, we can check the costs-

Planned & actual costs are displayed-

You may refer a separate post for Part II for Settlement, Delivery & Billing Process.
Please respond back with your comments / or e mail to me at in case we can improve this further to help larger audience of SAP Community.
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Repair Process in SAP CS (Customer Service) - Part II

Posted by Rahul Asai Jul 21, 2012

Taking forward from Part I of this Repair Process, we would see in the Part II following 3 areas of repair process-

Settlement Process (to Cost Centre) Delivery if the Repaired Component back to Customer & Billing to customer if the component is not in warranty

3.8 Settlement Process to Cost Centre

Now, we settlement of the service order is done in transaction KO88 as below-

Click on below-

Check the settlement accounting document-

We see the controlling document as below which indicates costs are settled to cost centre-

3.9 Delivery of Repaired Product to Customer

Before, we deliver the repaired product to customer, we need to mark the service order for completion as indicated-

You get an option to mark the notification as complete.

We check the status in the sales order for delivery creation-

Prices for repair services are needed to be put in the pricing condition tab-

We create the delivery / Transfer Order as below using transaction code VL02n-

Delivery is created as below-

Outbound Delivery - 8112000169 Transfer Orders are created as below-

We select the processing mode as below-

We put the returns delivery number for the bin selection & storage type as 904-

We save the transfer order-

This can be validated in the document flow as below-

We issue the goods from the delivery (Return material is repaired & delivered back to customer)-

This can be validated in the document flow-

We check the movement type and note that this is non-valuated

3.10 Billing (if out of Warranty)

We create the billing document with reference to repair sales order-

Pricing gets pulled in from the sales order-

We save the billing document and note the billing number-

This is how we complete the repair process. Please respond back with your comments / or e mail to me at in case we can improve this further to help larger audience of SAP Community.

Difference between material and equipment bom

Let's take an example for this; Say you have a Pump (Equipment) and its bill of material include following things; 1. Rotating Assembly 2. Pump Housing 3. Mechanical Seal....etc Now many companies keep complete rotating assemblies which includes the following readily available to handle breakdowns; 1. Shaft 2. Shaft Sleeve 3. Bearings 4. Impeller 5. Coupling 6. Keys (installed on keyways) So we create Rotating Assembly as a material, pump housing and mechanical seal as separate materials. Now parts under Rotating Assembly are also made as materials. We create Material BOM, which is made for rotating assembly and which will in turn have the above mentioned materials with required quantities. Now we create Equipment BOM, which is made for the pump and which in turn with have the 3 materials. So when you see the structure under say IH01, you get functional location, pump followed by pump's BOM and then the assembly's BOM. The material BOM also allows users to procure directly from the manufacturer i.e. the rotating assembly in this case. I hope this is clear. Regards, Ketul