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Function documentationService Order Templates Locate this document in the navigation structure

 

You use service order templates to define reusable sets of service-related data that minimize the amount of time required to create a service transaction. A service order template describes only the scope of planned services and not the actual execution (customer and time frame).

Note Note

The user interface for service order templates is a configuration of the component for service orders.

End of the note.

Integration

Business Transactions

Depending on your Customizing settings, you can:

  • Create a service order on the basis of the service order template, as a follow-up transaction

  • Create a service order template on the basis of a service order, as a follow-up transaction

  • Copy items from service order templates when creating the following:

    • Service order

    • Service order quotation

    • Complaint

    • Return

    • In-house repair order

Product Service Letter

You can reference a template from a product service letter. When service orders are created for product service letters, items are automatically proposed from the referenced template.

Prerequisites

You have configured your service order template transaction(s) in Customizing for Customer Relationship Management, by choosing   Transactions   Basic Settings  .

The service order template is predefined as follows in the standard system:

  • Transaction type SRVT

  • Item categories:

    • SRTP for service items

    • SRTM for service part items

    • SRTS for sales items

    • SRTE for expense items

If the settings for these Customizing objects do not reflect your business requirements, you can copy them and modify the copies.

Features

You can create hierarchies of templates by referencing a template from within another template. For more information, see Template References.

Example

  • You define a service order template to describe the standard maintenance procedure for a vehicle of a specific type. The catalog for the standard maintenance procedure includes services (filter replacement, oil change, engine check) and materials (1 filter, 12.5 liters of oil).

  • You use a service order template to plan a recall for a specific automotive category. The catalog for the recall contains the following activities: scheduled appointments with customer, repairs, confirmation to car manufacturer, and invoice for car manufacturer.