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Process documentationSimulating Service Plans

 

Simulation of service plans or service contracts provides you with a list of future service orders and enables you to determine the resources (service employees, service parts) required for each service order, and to calculate the workload for a predefined period.

Service plans can be simulated for a short-term period (such as the upcoming week or month), or also for a long-term period (such as the entire lifecycle of a service plan). You can also, for example, simulate all existing service plans, or only the service plans of a certain customer for a defined period.

In addition, you can fix a time for the start of the simulation. For example, you can make a setting for all the service plans for the upcoming month to be simulated at the start of every month.

Prerequisites

  • In the system, you have created service plans or service contracts with service plan items.

  • In Customizing for the transaction type, you have defined whether transaction IDs should be assigned to the simulated service orders. If you set the Early No. Assgt indicator, you see transaction IDs in the simulation result list. You can set this indicator in Customizing for Customer Relationship Management by choosing Start of the navigation path Transactions Next navigation step Basic Settings Next navigation step Define Transaction Types End of the navigation path. Choose a transaction type in the dialog Definition of transaction types, and the indicator is in screen area Transaction Numbering.

Process

You start a simulation on the Service Plan Simulation page. You can restrict the simulation according to your requirements by entering selection criteria. You can then start a report in which the system selects the relevant service plans using these criteria.

From the list of these service plans, you select those that should be taken into account for the simulation, and then start the simulation.

You can also start the simulation from a service plan item from assignment block Service Orders.

Result

During the simulation, virtual service orders are created using existing service plans and their date rules. These virtual service orders are displayed in the list together with additional information, such as information about the required resources and products.

The virtual service orders cannot be stored in SAP CRM, but they can be read and evaluated for business purposes without the data having to be transferred to SAP NetWeaver Business Intelligence (SAP NetWeaver BI) first for analysis.

If necessary, you can send the data forecast during the simulation to SAP NetWeaver BI to perform further, more detailed analyses, or to compare current and planned service data. SAP supplies predefined queries for analyzing the simulated data in SAP NetWeaver BI.