Creating a Service Notification for Advance Shipment 

Prerequisites

If you want a particular type of sales order to be proposed when creating a service notification, you can define this as a default value in Customizing for service notifications.

Procedure

  1. Choose Logistics ® Service management ® Service processing and then Notification ® Create (special) ® <Notification type>.

    2. The notification header is displayed.

  2. Complete the necessary data such as sold-to party, equipment, problem description, and tasks that the service technician may have to perform.

    3. If you enter a piece of equipment as a reference object, the data for the sold-to party is entered automatically. Later, you will also be able to use the structure list to select the spare parts to be shipped, and copy them to the sales order.

  3. You must create a service order to be able to send a service technician to install the spare parts at the customer’s. To do this, choose Service notification ® Service order ® Create for notification (see Creating a Service Order for Advance Shipment).

    4. You must create a sales order to be able to send spare parts that the customer is to install himself.

    – If you choose Service notification ® Create sales order ® Standard order type, the system copies the sales order type that is preassigned in Customizing, and branches directly to the sales order.

    – If you choose Service notification ® Create sales order ® Advance shipment, you go straight to the dialog box where you enter the advance shipment parameters.

    You can overwrite the sales order type. Enter a shipping condition and an accounting indicator where necessary. Choose Continue.

    Confirm the following dialog box with Continue.

    If you have entered a piece of equipment as a reference object, the structure list is displayed. Here, you can select the materials that you want to ship as spare parts.

    Choose Select to copy the selected parts to the sales order.

  4. In the sales order, enter the spare parts or check the parts that were selected using the structure list.
  5. Complete any data required and choose Back to return to the service notification.
  6. Save the service notification.

Result

The system saves the sales order together with the service notification. You can use document flow to see the assignment of a service notification to the sales order.