on 2023 Feb 09 11:19 PM
I am a user. A Service Manager.
We use Salesforce for our field service work orders. When work order is completed, it automatically links to SAP and creates a Sales order and Service order number.
Our technicians must then submit an expense report via SAP Concur and include the Service Order number.
We then have to wait for the Concur process to post the expenses to the Sales Order, then we can send the Sales Order to be invoiced. This can take weeks. SoX tells us we have to invoice same month as service was completed or we will be in violation. We then have to "park" these orders with our finance department, so we are not in violation and wait for Concur postings to the Service order number.
On the sales order is typically a line item with a quantity of 1 for the service, same with travel hours, in-plant hours, expenses, but the total of each line is a calculation of the rate x the hours, or all expenses totaled.
We cannot invoice until the Concur expenses are posted to the Service order number.
Is it possible to send the Sales Order to invoicing to abide by SoX rules and take care of our customer as they need the invoice for there processes without waiting for the posting?
Are the Sales and Service orders married? Or can they be singles?
Request clarification before answering.
Hello gary_nold,
The sale order and service order is two separate document types. As per your question it seems that on background the system is designed with some enhancement is implemented to link with those. Please check with your Functional or ABAP Consultant to analyse this. For more details refer below SAP thread about sale order and service order.
https://answers.sap.com/questions/3847262/difference-between-sales-order-and-service-order.html
Regards,
Neeraj Jain
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