- SAP Managed Tags
Service with Advanced Execution
Service with Advanced Execution process is used for services which require extensive planning and execution. The core characteristics of this process is the integration of the Service, which is responsible for the commercial part of the process, with the Maintenance Management, which is used for planning and execution of the service. In this process Service is also integrated with Financial Accounting which is responsible to ensure an accurate recording of cost and revenue that occurs in the service transaction.
The goal of this blog post to introduce the basics concept and the configuration of integration part which are required for the Service with Advanced Execution scenario.
Basic concepts in Service with Advanced Execution
Basic concepts
In the Service with Advanced Execution process both Service and Maintenance Management have specific roles.
Service is responsible for the commercial part of the process:
- Service contract management and price agreement
- Service order quotation and service order management
- Pricing and credit check
- Billing
Maintenance Management is responsible for planning and execution of service:
- Maintenance task list
- Maintenance order and confirmation management
- Maintenance planning with strategy
- Resource scheduling
- Advance Shipment
The Service with Advanced Execution can be used in the following scenarios:
- Preventive Service
in this scenario Service is responsible to set up a regular service based on the service agreements and Maintenance Management is responsible for the planning and execution based on a maintenance order. - Corrective Service
in this scenario the price (estimated- or final cost) of service is calculated based on the service requirement and sent to the customer in a service quotation for approval. If the service quotation is accepted by the customer a service order is created. The planning and execution are done in a maintenance order. - Billable Maintenance
in this scenario the maintenance needs to be billed to the customer. The maintenance order is created to plan and execute the service and to allow the possibility of billing. The service order is used to generate the billing document after the service is completed.
The item which is created in Service with Advanced Execution process is called Execution Order Item. The Execution Order Item has the following features:
- Billing relevance
Depending on the billing scenario the following billing relevance can be set up for an execution order item:- Not relevant for billing
- Summarized Billing
- Itemized Billing
- Billing on Completion
- Billing via Billing Plan After Release
- Dynamic Items
DIP profile is entered in the Execution Order Item in the Service Order and used to determine the items and lines in the Debit Memo Request during billing. (The DIP profile is mandatory when the billing relevance is Summarized or Itemized Billing. - Planning Plant and Service Organization
Planning plant and work center are available as additional fields in the execution order item of the service order quotation and service order. These fields are mandatory in the maintenance order and are copied over from the execution order item. - Maintenance Order Assignment Block
The billable Maintenance Order is linked with the Execution Order Item and the Maintenance Order is displayed in the Transaction History in the item details. - Advanced Variant Configuration
Configurable products can be used as Execution Order Items in Service Order Management and in General Maintenance Task List in billable Maintenance Order. - Credit Check
Credit check feature can be used for Execution Order Items in fixed price billing scenario for the billing relevance Billing on Completion. - Intercompany Service Orders
Execution Order Items can be created as part of Intercompany Service Orders for business transaction between two companies with different company codes that belong to the same organization.
Basic configuration in Service with Advanced Execution process
Integration between Service and Maintenance Management
In order to activate Service with Advanced Execution integrated with Maintenance Management the mapping between Transaction Types and Item Categories used in Service and Order Types used in Maintenance Management has to be specified in Customizing under Service -> Settings for Service Transactions -> Integration -> Plant Maintenance Integration.
Service -> Transactions -> Settings for Service Transactions -> Integration -> Plant Maintenance Integration -> Map Order Types
By this Customizing activity the mapping between Service with Advanced Execution and Maintenance Management can be set up.
Under Service to Maintenance Management the transaction type and item category used in Service can be mapped to Maintenance Order type used in Maintenance Management. This mapping is used to determine the Maintenance Order Type during the creation of a Maintenance Order corresponding to an execution order item.
Under Maintenance Management to Service the Maintenance Order Type can be mapped to the transaction type and item category used in Service. By this customizing setting the correct transaction type and item category can be determined during the creation of Service Order corresponding to the Maintenance Order.
Service -> Transactions -> Settings for Service Transactions -> Integration -> Plant Maintenance Integration -> Map Priorities
By this Customizing activity the service priorities can be mapped to the plant maintenance priorities. This mapping is used in integration scenarios such as the creation of Maintenance Orders from Service Orders.
Service -> Transactions -> Settings for Service Transactions -> Integration -> Plant Maintenance Integration -> Define Text Types
With this Customizing activity is possible to define text type which can be used to transfer information from the Service Order to the Maintenance Order.
Integration between Service and Finance
The Customizing activity Enable Item-Based Accounting for Service needs to be enabled to allow to use Service with Advanced Execution process.
Service -> Transactions -> Settings for Service Transactions -> Integration -> Enable Item-Based Accounting for Service
With this Customizing activity accounting can be activated for Service based on a dedicated cost object. In Item-Based Accounting the service transaction items are recognized as account assignment objects. The costs and revenues are posted to these objects.
By setting the switch to True an accounting based on service transaction items is enabled as dedicated account assignment objects for service transactions.
Ad Hoc Billing for Service with Advanced Execution
Unlike the rules of the periodic or milestone billing plan, Ad Hoc Billing enables to define values and dates freely. The feature can be used for the Service with Advanced Execution scenario is called Billing of Remaining Net Value. This feature enables the system to generate a billing request line with all remaining net value of the Execution Order Item automatically.
Service -> Transactions -> Settings for Service Transactions -> Basic Settings -> Billing Plan
Service -> Transactions -> Settings for Service Transactions -> Basic Settings -> Billing Plan -> Define Billing Plan Types
By this Customizing activity the billing type Ad Hoc Billing can be defined for Service. By using Ad Hoc Billing different amounts at specified dates can be billed to the customer. The system generates on e billing request line for each billing date.
Service -> Transactions -> Settings for Service Transactions -> Basic Settings -> Billing Plan -> Assign Billing Plan Type to Item Category
In this Customizing activity the billing plan type Service: Ad Hoc Billing can be assigned to the item category MSI1 Maint. Service Item which is used in the Maintenance Order.
For more information about Service with Advanced Execution process check out the following blog post:
Service with Advanced Execution - SAP S/4HANA Clou... - SAP Community
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