Quotation Creation Enablement in Recurring Services

[Rahul58]

​​​Quotation Creation enablement in recurring services​ 

​Overview  

There are business cases to increase the Service revenue by sending some kind of notifications like quotations to the customer on regular basis. 

As a Service manager, I should be able to create Service order quotation at a regular interval throughout the life cycle of the customer asset. Business sometimes sells machines without recurring Service contracts where the service cycle is long. For example, the Weighing scale requires a service once in 3 years for the life span of 20 years. For this case, no service contract is required but these regular services are done chargeable basis. 

However, to increase the service business revenue, the customers are to be reminded regularly by sending out quotations. Once the customer accepts the quotation, the services are created and executed. In a way, this is one way of marketing campaign for the regular services on the customer asset without service contract.  

Now the recurring service solution has been enhanced to create the Service order quotation as call object from the maintenance plan. 

Maintenance Plan: -  

Basically, the Maintenance plans are defined and scheduled to generate the call objects on a regular intervals. Regular maintenance aids in maintaining a customer's assets at their best performance levels while reducing the likelihood of breakdowns and the costs associated with repairs.  

This solution creates and executes orders/Quotations at specified intervals/usage, drastically improving asset production efficiency and minimizing breakdowns. Notably, this enhancement to  create service order quotation will improve the service revenue. 

You can refer below blogs to know more about maintenance plan :- 

• SAP S/4 HANA Service, Maintenance Plan, Preventive Maintenance, Recurring Service, Execution Order I...
• Types of Maintenance Plans - SAP Community  

  Process Overview: -  

                                   

  As a service manager, one can create a maintenance plan with the below input.   

  • Service contract (optional)  
  • Technical object (Optional)  
  • Service order template (Mandatory)  
  • Service quotation as the call object  
  • Description (Mandatory)  

    Inform the user about the incompleteness of the data to generate Service Order Quotation   

                

    Prerequisite :- 
    •  In order to get Service Order Quotation in Service Call object drop down list while creating Maintenance Plan, copy control customizing from Template to Quotation & Contract to Quotation need to be maintained. 

                          

                          
    • Contract or Technical Object should have partner data. 

Schedule Maintenance plan: - 

While Generating call object (Service order or Service order quotation), Org data and Partner data are filled into the call objects 

• Data are copied from  the Service contract If service contract exists in the Maintenance item 
• if contract is not maintained in Maintenance Plan the same should be copied from Technical Object. If Technical object is also not maintained or Technical Object doesn’t have these data do not allow to generate call object without partner data and org data. 

Copy Org Data and Partner Data Flow -  

       

Process the Service Order Quotation: - 

• Review the data in the Service Order quotation. 

• Fix them if there are any errors reported. 

• Release the quotation to the customer (send to customer). 

• Complete the quotation either accepting the quotation or rejecting 

• Follow on Service order will be created if the quotation is Accepted. 

• No follow-on action from the quotation if rejected. 

Backward sync between quotation and Maintenance plan: -  

• System will update the completion date and the status to ‘completed’ in the Maintenance plan in either cases  ‘Accepted’ or ‘Rejected’ (both the cases).