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In this blog you will learn about the service order process with Advance Shipment of Spare Parts. This service process flow is based on SAP S/4HANA Cloud Private Edition. Advance Shipment is available as of Release 2022 FPS1.
In standard configuration there are 2 standard service order item categories to support the Advance Shipment process from Service Order:
- SRVV: Advance Shipment of Service Parts from Stock. In this case, a reservation is created to reserve the parts in stock and a sales order handles the outbound logistics to the customer.
- SRVU: Advance Shipment of Procured Service Parts. In this process, a purchase requisition is created from the service order to procure the service parts from a supplier, and also a sales order to handle the outbound logistics to the customer.
Advance Shipment of Service Parts from Stock
Step 1: Create Service Order with Advance Shipment Item
Create a service order with a service part item and perform an ATP simulation to check if the part is available in stock or can be produced/procured in time. For service part items, the system performs a simulative ATP check only. During the check, the system doesn't lock the stock service parts available. That means that, for example, two users can in parallel access the same stock during the check.
Based on the result of the ATP simulation, you can select item category Advance Shipment of Service Parts from Stock (SRVV) to trigger the advance shipment directly from available stock.
Step 2: Release service order
Releasing the service order triggers the creation of a reservation and sales order. The reservation will reserve the parts in stock, and the sales order is used to handle the outbound logistics. Both follow-up transactions are visible in the Transaction History.
Step 3: Create outbound delivery and goods issue
From the sales order, you create the outbound delivery for the service part.
The goods issue will move the material from unrestricted stock to customer consignment stock, using movement type 291/W.
Step 4: Review stock overview
In the Stock Overview you see the service parts in customer consignment stock. At this point in time, no cost postings have been made as the parts are not consumed yet.
Step 5: Create service confirmation
When the onsite technician consumes the parts, a service confirmation for the service part is created from the service order. Setting the confirmation to Complete triggers the goods issue out of customer consignment stock, using standard movement type 292/W.
Step 6: Display Line items - Margin Analysis
In the Display Line Items - Margin Analysis app, you see the costs posting that result from the confirmation.
Advance Shipment of Procured Service Parts
This is the same process as the first scenario, but in this instance the ATP simulation returns that the service parts are not available. Here you can use the item category Advance Shipment of Procured Service Parts (SRVU). A purchase requisition/order is created from the service order to procure the service parts from a supplier. After inbound delivery and goods receipt, a sales order handles the outbound logistics of the service parts to the customer.
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