Settling and Completing the Service Order 

Use

All costs and revenues posted to the order are transferred to the profitability analysis via a settlement. As no further costs or revenues occur for the service order, you complete it from a business perspective.

Procedure

  1. Call up the transaction as follows:
    2.

    Menu Path

    Logistics ® Customer Service ® Service Processing ® Order ® Service Order ® Display

    Transaction Code

    IW33

  2. Enter the following data:
    3.

    Field

    Data

    Order

    Number of your service order

  3. Choose .
  4. Choose Extras ® Cost reports ® Planned/actual comparison.

    5. The revenues earned are posted to the order when the billing document is created.

  5. Choose until the overview tree appears.
  6. Call up the transaction as follows:
    7.

    Menu Path

    Logistics ® Customer Service ® Service Processing ® Completion ® Order Settlement ® Settle Individually

    Transaction Code

    KO88

  7. If the Set controlling area dialog box appears, enter the following data and choose :
    8.

    Field

    Data

    Controlling area

    1000

  8. Enter the following data:
    9.

    Field

    Data

    Order

    Number of your service order

    Settlement period

    Current period

    Fiscal year

    Current fiscal year

    Test run

    Deselect

  9. Choose .

    10. If you have previously processed a service order that belonged to another controlling area than your current service order, the system will at first display an error message. Should this occur, choose Extras ® Controlling Area, then enter 1000. To continue with the order settlement, choose .

  10. To call up the detail list, choose .
  11. Position your cursor on the service order number row and choose Sender.

    12. The system lists all values that are posted from the service order to the profitability segment.

  12. Choose until the overview tree appears.
  13. Call up the transaction as follows:
    14.

    Menu Path

    Logistics ® Customer Service ® Service Processing ® Order ® Service Order ® Change

    Transaction Code

    IW32

  14. Enter the following data:
    15.

    Field

    Data

    Order

    Number of your service order

  15. Choose .
  16. Choose Extras ® Cost reports ® Planned/actual comparison.

    17. Due to the order settlement, the service order was credited.

  17. Choose .
  18. Choose Order ® Functions ® Complete ® Complete (business).

    19. The system saves your order.

  19. Choose until the overview tree appears.

The operative service process is complete after settlement. Both steps deal with the transaction from the Profitability Analysis view CO-PA). Firstly, you deal with the line item generated during settlement. You then execute a report that analyzes all present profitability data relating to services. The values for the present process flow into this report.