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 Maintaining Service Specifications in Purchasing Documents

Use

In the procurement of external services, you use specifications to list the services with descriptions, quantities, prices and other detailed information below the document item level.

Prerequisites

To maintain a set of specifications in a purchasing document, you must:

  • Enter 'D' for services as the item category

  • Maintain a short text at document item level

For more information, refer to the Purchasing component (MM-PUR) under Purchasing Document .

Features

Everything on One Screen

You can maintain service lines, a service outline, and value limits all on a single screen.

  • Service lines

In a service line, you enter the qualitative and quantitative description of a certain service. By double clicking on the short text of a service, you access the service detail screen, on which you can maintain further data on the relevant service.

If you have entered a Service Master Record in a service line, you can branch to the screen with the service master record by double clicking on the service number.

  • Service specifications outline

For greater clarity, you can structure voluminous service specifications on a hierarchical basis using the outline function.

Note Note

To be able to use this function, you must currently be working on the full service screen. You can access the full service screen from within a purchase order or a service entry sheet by clicking on .

From within the other purchasing documents (requisition, RFQ, global percentage bid, quotation, contract), you access the full service screen by clicking on .

End of the note.

For more information, refer to Service Specifications Outline .

  • Value limits

In order to make provision for unplanned services in the planning phase, you can set value limits in purchasing documents. Instead of containing service descriptions or quantities, the documents need only contain maximum values up to which any services may be performed. When services actually performed are entered, the system checks these value limits and allows the services to be recorded only if the limits are not exceeded.

Note Note

You cannot maintain limits in RFQs, quotations, or contracts.

End of the note.

Individual Screen Settings

In addition to the service outline ( ), you can also show ( Limits) and hide ( Limits) the data areas for the value limits and service lines by clicking on the relevant symbols.

When you reinvoke the transaction, you find the screen settings you had chosen at the time you last exited it.

Service Selection

When creating voluminous sets of service specifications, you need not keep on manually entering the service descriptions. Instead, just click Service selection to copy from existing model specifications, purchasing documents, and classified services.

Using the service selection function, you can also copy an individual outline level from a reference document into a new document. In the process, all the individual services and outline levels below this level are copied as well.

Caution Caution

This is only possible if you have not yet created a service outline in the new document.

End of the caution.

Straightforward Changing of Data in Large Number of Service Lines

Within a set of service specifications, you can change certain data that occurs in several service lines in a single step.

This function is available on the full service screen for the following data:

  • Material group

  • External service number

  • Personnel number

  • Valid from

  • Overdelivery tolerance

  • Condition update

  • Price

  • User fields

Example Example

For example, you can replace the material group 003 by material group 004 in 30 out of a total of 100 service lines belonging to a set of service specifications.

End of the example.

To do so, select the desired service lines and choose Start of the navigation path Edit Next navigation step Set values End of the navigation path . You enter the desired changes in a window. When you confirm your input , the system replaces the previous information with the new data in all selected lines.

Entry Variants

You can use this function to change the display of the specifications. We recommend using the entry variant Standard service catalog when adopting services from an SSC, for example, ( Start of the navigation path Entry variant Next navigation step Standard service catalog) End of the navigation path .

Account Assignment

Specification of account assignments for services at the time of their initial procurement is optional. If you wish to specify account assignments, enter an account assignment category at document item level. You maintain the account assignment data at service line or value limit level.

For more information, refer to Account Assignment in the Case of Services .

Condition Maintenance for Services

You can maintain conditions for services on the condition detail screen by clicking .

For more information, refer to Condition Maintenance for Services .