Service Plans
You can use a service plan to schedule and organize periodic services that occur repeatedly at certain intervals, such as regular maintenance, ahead of time.
Service plans help you to save costs resulting from unforeseen outages or breakdowns, to plan services in a better and more transparent way, and to schedule resources, like personnel or materials, more efficiently.
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.
Contract-independent service plans primarily reference the object on which the services will be performed, and are valid for the entire lifetime of the object. Unlike service plans that are bound to service contracts, contract-independent service plans contain no data specific to the customer or sold-to party, and they are not related to the validity period of a service contract.
If data related to business partners and billing is to be entered for the service plan, it can be done in one of the following ways:
By linking the service plan business transaction to a valid service contract (
References
assignment block)
By functionally enhancing a service contract by adding a service plan, in which one or more service plan items was 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.
Prerequisites
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 the copies to meet your needs.
Features
In the service plan, you define which services are to be performed and at what intervals.
In addition, you enter the planned service in the service plan item. In the service plan item, you can also enter further information about dates and activities for creating follow-up transactions (quotations, activities, or service orders) and also about price agreements.