You use service order templates to define reusable sets of service-related data that minimize the amount of time required to create a service transaction. A service order template describes only the scope of planned services and not the actual execution (customer and time frame).
Note
The user interface for service order templates is a configuration of the component for service orders with the object type BT116_SRVT.
Depending on your Customizing settings, you can do the following:
Create a service order on the basis of the service order template, as a follow-up transaction
Create a service order template on the basis of a service order, as a follow-up transaction
Copy items from service order templates when creating the following:
Service order
Service order quotation
Complaint
Return
In-house repair order
You can reference a template from a product service letter. When service orders are created for product service letters, items are automatically proposed from the referenced template.
You have configured your service order template transaction(s) in Customizing for Customer Relationship Management
under .
The service order template is predefined as follows in the standard system:
Transaction type SRVT
Item categories:
SRTP
for service items
SRTM
for service part items
SRTS
for sales items
SRTE
for expense items
If the settings for these Customizing objects do not reflect your business requirements, you can copy them and modify the copies.
You can create hierarchies of templates by referencing a template from within another template. For more information, see Template References.
You define a service order template to describe the standard maintenance procedure for a vehicle of a specific type. The catalog for the standard maintenance procedure includes services (filter replacement, oil change, engine check) and materials (1 filter, 12.5 liters of oil).
You use a service order template to plan a recall for a specific automotive category. The catalog for the recall contains the following activities: scheduled appointments with customer, repairs, confirmation to car manufacturer, and invoice for car manufacturer.