Configuring Strategic Service Planning 

Use

You use this procedure to define future profitability targets for your area of management responsibility and to communicate these to their reporting managers. Managers can closely align the operational activities of their organizational areas with the strategic goals of the service organization as a whole.

This procedure is not a ready-to-run process that you can use in a scenario.

At present, only contract-based business is supported. Strategic Service Planning only includes costs and revenues from internal orders created for service contracts. You need a service contract as a predecessor document for your service orders and service confirmations.

The revenue from a service contract is currently allocated to the start period of the contract for reporting purposes and not into each period according to the contract terms.

Prerequisites

SAP delivers a template to help configure customer-specific planning and customers must set up the custom planning application to plan for the service business. The planning objects of the Strategic Service Planning can only be used as templates and not as ready-to-run objects for the customer's planning scenario.

Procedure

Checking the BI Content

       1.      Log into BI and start the Data Warehousing Workbench (transaction code RSA1)

       2.         Choose Modeling ® InfoProvider.

       3.      Find InfoArea: Customer Relationship Management ® CRM Analytics ® Service Analytics ® Strategic Service Planning and locate InfoCube 0CSRVSPLAN.

There should be no sub-items for 0CSRVSPLAN

       4.      Find InfoArea: Customer Relationship Management ® CRM Analytics ® Service Analytics ® Service Contracts and Quotation Analysis and locate InfoCube 0CSAL_C07.

There may be sub-items available but are not necessary for demonstration purposes.

       5.      If either of these two InfoProviders are not available or active continue with Activating the BI Content below. Otherwise, configuration is complete.

 

Activating the BI Content

If either of theInfoProviders in the prior step are not yet active proceed with the following steps:

...

       1.      Log into BI and start the Data Warehousing Workbench (transaction code RSA1).

       2.      Choose Business Content ® Start Manual Collection ® In Dataflow Before ® Object Types and open the InfoCube.

       3.      Choose Select Objects.

       4.      Select 0CSAL_C07 and 0CSRVPLAN and choose Transfer Selections.

       5.      Select the checkboxes next to all object types in the Install screen area, choose Install and then select Install in Background.

Depending on your system, the installation may take a few minutes. A message indicates when the installation has been completed. If an error message appears, correct the errors and repeat as necessary.

 

Configuring the Standard Demo in BI-BPS

The content delivered for BI BPS is not a ready-to-run process. The process to activate content in the prior step is required for your particular installation and requires a custom planning scenario. The demo described below relies on a standard demo and incorporates flat file data loaded during the configuration process, not the data you load from the prior steps.

 

For more information regarding the set up of the sample scenario for Strategic Service Planning, see the documentation for BI Content on the SAP Help Portal under help.sap.com ® Documentation ® mySAP Business Suite ® CRM 4.0 ® CRM Enterprise ® Analytics ® Service Analytics ®  Strategic Service Planning.