Service Plan 

Definition

Description of services and follow-up activities that are to be performed regularly.

You can use service plans to describe and support the dates and scope of planned, recurring services, such as maintenance or creation of quotations.

The service plan creates release objects, such as service orders, in the system with the help of scheduling, which can take place on the basis of time intervals or counter readings.

 

Use

With the help of a service plan, you can plan and organize in advance regular services, such as regular maintenance or the creation of quotations, which are repeated at certain intervals.

Service plans help you to save costs resulting from unforeseen breakdowns, to plan services in a better and more transparent way and to schedule resources, like personnel or materials, more efficiently.

 

Structure

In the service plan item, the regular service is established as a product. In addition, a service plan item contains its own information about dates and activities for creating follow-up documents (quotations, activities, or service orders) and also about price agreements.

 

Integration

The service plan can be a separate business process which is independent of the service contract, or it can be a functional enhancement of a service contract.

The service plan that is independent of the contract is based first and foremost on the object for which the services are to be performed and it is valid for the entire life cycle of the object. In contrast to a service plan that is tied to a service contract, the contract-independent service plan does not contain any customer-specific or order-specific data and is not dependent on the duration of the service contract.

If business partner data and billing data should be entered in the service plan, this can happen either via referencing the service plan business transaction to a valid service contract, or via a functional enhancement of a service contract by adding a service plan, in which case one or more service plan items are entered at the item level of the contract.

If a service is to be performed in the context of a service plan item, the system generates a service order, into which the service contract data is automatically transferred.

For contract-independent service plans, SAP delivers the transaction type SRMP (SAP Service Plan) in standard Customizing. This transaction type has the leading transaction category Service Plan (BUS2000245).

In addition, item category SPMP (Service Plan Item in Service Plan) is available for contract-independent service plans. This item category must be assigned to the item object type Service Plan Item CRM (BUS2000148) in Customizing.

You can either use this transaction type and item category as they are, or copy them and change them to meet your needs.