Templates for Service Intervals 

Use

You can create templates for service intervals and predefine most of the attributes in the template. In the product master, you assign the templates to the service products that should be used as services in the service plan.

You can specify the following attributes:

●     Service plan type

●     Scheduling type

●     Service interval number

●     Interval value

●     Time unit

●     Counter attribute

●     Transaction template

 

Integration

Service interval templates are created and processed in CRM Enterprise in the SAP GUI.

 

Features

Service interval templates are assigned in the product master to the service products, which are reference products for the services in service plans.

When you create a service plan item and choose a service product, the service interval template assigned to the service product is deleted accordingly, with the values in the template for the attributes being transferred to the service plan item.

 

Activities

To maintain service interval templates, in the SAP menu, choose the transaction Service ® Service Contracts and Service Plans ® Maintain Service Interval Templates.

First, enter a key with a description for identifying the interval template, and determine the service plan type and scheduling type of the service intervals belonging to the template.

Then maintain the individual service intervals of the template, among others the service interval number.

You determine the values for the attributes in the set type Service Intervals.

●     Interval Value

●     Time Unit

●     Counter Attribute

●     Transaction Template

The selection of the service plan type determines the display of the fields Time Unit and Counter Attribute. Thus, only the field Time Unit is displayed, for example, in the case of a time-based service plan type.

After saving the service interval template you can assign it in the product master to a service product for service plans. The set type service plan is available to you for this purpose when you process service products.

 

Example

You create a service interval template Template for car inspection in the transaction Maintain Service Interval Templates. In the subsequent service plan, an interval 10 should be entered for a minor inspection to take place every 3 months, as well as an interval 20 for a major inspection every 50000 km.

You should choose a cyclical scheduling type for the interval template, and a time and counter-based service plan type.

You should then define the following service intervals:

Interval number 10 with the following values:

●     Interval value 3

●     Time unit: months

Interval number 20 with the following values:

●     Interval value 10000

●     Counter attribute: kilometers

In the transaction Maintain Products, you should choose the service product Inspection and enter the identification for the interval template there in the set type service plan.