Creating a Service Order for Advance Shipment 

Prerequisites

If you want a particular type of sales order to be proposed when you create a service order, you can enter this in the user master record under the set/get parameter VORAB_AUART.

To be able to send the spare parts to a service technician (instead of to a customer) when creating a consignment stock, a customer master record must be created for the service technician.

Procedure

  1. Depending on where you are, choose one of the following procedures:

You are

Choose

In notification processing

Service notification ® Service order ® Create for notification

Not in notification processing

Logistics ® Customer service ® Service processing and then:

  • With reference to a notification
    Order ® Service order ® Create (special) ® F or notification
  • Without reference to a notification
    Order ® Service order ® Create (general)

A dialog box or the initial screen for creating a service order is displayed.
  1. Enter the service order type SM02 and enter the required data.

    2. If the service order makes reference to a service contract, enter SM01 .

  2. Choose Continue.

    3. The order header is displayed.

  3. Enter the service technician who is to perform the installation of the spare parts and the repair in the field Main work center.

    4. If you do not specify a piece of equipment as the reference object in the notification or order, you must enter the sales organization and the distribution channel by choosing Extras ® Sales data. If you do not do this, the sales data is copied from the reference object.

    If you want to send the spare parts to a service technician, enter the service technician as the sold-to party and the goods recipient. (Otherwise enter the customer as the sold-to party and the goods recipient).

  4. In order to plan the spare parts that you want to send in advance to the customer, choose Components.

    5. The component overview is displayed.

  5. Enter the spare parts, the quantities and the bill of material item category (for example, stock material). Material master records with sales data must be created and have prices maintained for the spare parts.

    6. If you have entered a reference object in the order header, you can select the spare parts to be sent by clicking on the icon Structure list, and copying them into the component overview.

  6. Select the spare parts that you want to ship in advance and click on the icon Advance shipment.

    7. The dialog box for entering the advance shipment parameters is displayed.

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

    8. In the next dialog box that is displayed, you can:

    – Perform an availability check

    – Perform a completeness check

    – Make changes to the items proposed from the service order (these changes are not copied to the service order)

  8. Choose Back to return to the service order, and save it.

Result

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

Both the service order and the individual spare parts are assigned the system status Advance shipment made. This means that you can use this status to search for service orders and components.

The current delivery status is also recorded for the spare parts. This means that you can display the current delivery status of the sales order in the service order.

The system also sets automatically the indicator "Non-MRP-relevant" for the spare parts. This is because the materials are copied into the sales order and are planned there.