Copying Service Master Records to Bills of Services (BOS)

Use

You can copy a service master record to a BOS template or to an operative BOS.

When you copy the service master record, the system determines whether you are creating a new service line or changing an existing one.

If you assign a service master record to a service line that already exists, different functions are made available for reducing the time and effort spent on maintenance. These functions prevent existing entries from being overwritten.

Prerequisites

If you also want to transfer the customer-specific fields when you transfer a service master record to a service line, you have to program this in the SAP enhancements.

For more information, see SAP Enhancements for Customer-Specific Fields in the BOS .

Procedure

Transferring a Service Master Record to a New Service Line (Creating a Service Line)

  1. In the Services data area, enter the service number of the service master record in the Service No. field.

  2. Confirm your entry.

    The system uses the data from the service master record.

    Long and short texts are used for the customer master record.

    • Depending on the value of the indicator that allows changes to the short text, it is either possible to change the short text in the service line, or not.

    • If a long text for the service master record has been maintained in the relevant language, it is copied to the service long text of the service line. The long text is always displayed in display mode when a service line is created. It is not copied. It refers to the long text of the service master record.

Transferring a Composite of Service Master Record to a New Service Line

  1. Enter the service number from the service master record that you wish to explode.

  2. To explode the service as a composite of service lines, choose Yes .

  3. You can modify the exploded composite of the service line as described in Creating and Editing Composite of Service Lines .

    Note Note

    You can switch off the dialog box for confirmation if you are entering many main items and you do not want to confirm each item every time.

    End of the note.
Copying the Service Long Text from the Service Master Record

Caution Caution

You can only process service long text if you copy it from the service master record into the service line in this way. Otherwise, the long text only appears in display mode. Not until you copy the long text to the document using this function can you change the long text, and it no longer references the service master long text.

End of the caution.

  1. Choose Start of the navigation path Edit Next navigation step Copy service text. End of the navigation path

  2. To go to the service long text, choose Start of the navigation path Goto Next navigation step Service long text End of the navigation path .

  3. To enter a line long text, select Start of the navigation path Goto Next navigation step Line long text End of the navigation path .

Transferring a Service Master Record to an Existing Service Line (Changing a Service Line)

  1. In the Services data area, enter the service number of the service master record in the Service No. field.

  2. Confirm your entry.

    The system uses the data from the service master record:

    The service line fields are only filled with data from the service master record if you did not enter a value previously.

    The short text and the service long text are not copied.

    Example Example

    You want to assign service master records to the individual service lines in the BOS of the building owner to save the material group, subcontractor group, and costing model for quotation costing.

    The short and long texts have been provided by the building owner. They cannot, however, be changed when the data is copied.

    End of the example.
Branching to the Service Master Record from a Service Line

  1. Choose a service line that has been assigned to a service master record.

  2. Choose Start of the navigation path Goto Next navigation step Service master End of the navigation path to display the service master record.

  3. Choose to return to the service line.