Advance Shipment
Use
This function triggers the dispatch of spare parts to the customer or service technician. The following processing scenarios are conceivable:
Dispatch of Spare Parts With Deployment of Service Technician
The spare parts and a service technician for installing the spare parts are sent to the customer. In this case we recommend a sales order type that results in the creation of a consignment stock. After completion confirmation and consumption posting have been performed, the customer consignment stock is canceled and the parts that are not required are sent back. When resource-related billing is performed, only the parts that were actually used are charged to the customer. The revenues flow to the service order. The parts and exchanged parts that are not required are sent back.
Dispatch of Spare Parts Without Deployment of Service Technician
The spare parts are sent to the customer who will install them himself. In this case you should choose a customer order of the type
standard order
or
immediate order
. You can work with or without a service order.
You can work with different sales order types for each processing scenario: The advantages and disadvantages of the corresponding processing forms are illustrated in the following table:
Dispatch of Spare Parts With Deployment of Service Technician
Processing form |
Sales order type |
Consequences |
Using service notification with service order and sales order |
Creation of a consignment stock. Items are not relevant for billing |
The spare parts are sent, but resource-related billing is only performed once the completion confirmations and consumption postings have been performed. The service order is the cost collector. It can be settled in the earnings, to particular earnings or G/L account, or using a contract (service-specific controlling). |
Without service notification but with service order and sales order |
||
Without service order but with service notification and sales order |
Standard or immediate order Items are relevant for billing |
The spare parts are sent and charged to the customer. The billing document is based on the delivery. A credit memo must be written for the parts that are sent back. The costs and revenues are transferred to cost accounting by the sales order. |
Dispatch of Spare Parts Without Deployment of Service Technician
Processing form |
Sales order type |
Consequences |
Using service notification, service order and sales order |
Standard or immediate order Items are relevant for billing |
The spare parts are sent and charged to the customer. The billing document is based on the delivery. A credit memo must be written for the parts that are sent back. The costs and revenues are transferred to cost accounting by the sales order. |
Without service order but with service notification and sales order |
Prerequisites
You have configured the necessary sales order types in Customizing for Sales and Distribution:
Consignment stock (KB)
Standard order (TA)
Immediate order (SO)
Several item categories are allowed, depending on the customer order type. These control, for example, whether a consignment stock is created, whether an item is relevant for delivery and billing, or whether it is just relevant for delivery. Possible characteristics of the item categories include:
Item for consignment stock
Item for standard order
Item for immediate order
Or mixed forms
For more information on sales orders and item categories, refer to the documentation
SD - Sales
.
Activities