Sap Cs Manual

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SAP Logistics - CS - Standard Process & Configuration document. 1. Standard Business Processes in SAP Customer Service Configured &Compiled By: Subhrajyoti Bhattacharjee, PMP®, Certified SAP ® EAM, Certified ITIL® E-Mail: subhrajyoti.b@gmail.com, Location: Perth, Western Australia 1.0 Business Background: SAP Customer Services is a highly integrated process module which involves a strong integration of SAP PM (Plant Maintenance), SAP SD (Sales & Distribution), SAP MM (Materials Management), SAP FI-CO (Finance & Controlling modules) and other SAP Logistics modules like SAP PS, SAP LE etc.

The scenarios supported in this module include Pre-sales scenario for services, Sales scenario for Services/Spares, Post Sales (Actual Service delivery) scenarios, Special scenarios such as Warranty Claim processing, Intercompany scenarios, Use of Configurable Services etc. The scenarios are most apt for Organizations that are heavily into Service sales such as Consulting organizations Organizations offering support post sale of products, for example Automobile companies, Industrial Equipment manufacturers, Consumer Durables manufacturers and so on. 2.0 Inclusions& Exclusions in this document: Given the fact that scenarios within SAP CS can get very complex with highly integrated configurations, and various levels of permutations and combinations of transactional objects, in this document I have tried to include at least the Baseline scenarios and provide a brief insight on other possible complexities. Special scenarios like Warranty Claim processing have not been dealt with in this document as that‟s a separate sub-module altogether which probably should get elaborated in a separate document.

However, simple usage of basic Master warranties has been mentioned in this document. Configuration aspects have been touched in certain scenarios briefly, wherever the criticality of the same has been felt necessary.

It is to be noted that, same scenarios can be configured or presented in a different way by different consultants. Hence generalization of the same may not always be possible. However an effort has been made in presenting processed in closest match to SAP recommended standards. 3.0 Brief insight into SAP CS Master Data/ Transactional Objects 3.1 Some essential Data Objects Technical Objects: Customer side Technical objects can be Customer Functional Location, Customer Equipment and in complex system installations an Installed Base which is a hierarchical representation of the Technical Objects installed at Customer site. Mostly we use Customer Equipments as the basic object on which service processing is carried out. SAP comes with a standard Equipment category “S” whose view profile/business profile is to be configured in such a way that it includes Service relevant screen sections such as Partners, Warranty, Structure, Sales and Distribution data, Serialization data section etc. Usually these Equipments are Serialized Equipments i.e they are a culmination of a Material ID + Unique Serial No.

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Also, there would be a Bill of Material of such Equipments clearly highlighting the Spare parts, Assemblies which constitute the Customer Equipment. A screen snapshot of a Customer Equipment as below.

Standard Business Processes in SAP Customer Service Configured &Compiled By: Subhrajyoti Bhattacharjee, PMP®, Certified SAP ® EAM, Certified ITIL® E-Mail: subhrajyoti.b@gmail.com, Location: Perth, Western Australia For Serialization of a Material and subsequent creation of an Equipment view for the Material, a Serial No. Profile should have been configured in SAP and should have been assigned to the Material Master under Plant data/ stor. 2 view. Standard Business Processes in SAP Customer Service Configured &Compiled By: Subhrajyoti Bhattacharjee, PMP®, Certified SAP ® EAM, Certified ITIL® E-Mail: subhrajyoti.b@gmail.com, Location: Perth, Western Australia Transaction is a display list report showing Customer -Equipment - Mat No - Serial No mapping. You can add further fields to the Output variant. Task List:This is particularly essential for planned/scheduled Maintenance services based on a contract or say non-contractual work with standard Activities/Components/External services/PRTs Transaction: Create/Change/Display General Maintenance Task List – mostly used Create/Change/Display Equipment Task List Service Products:A Service material (Type DIEN) that usually summarizes the Service work and forms a line item of a Customer Service Sales Order or a Contract is also defined as a Service item at times. This is particularly the case when in the Debit memo request generated from DIP processing during RRB (Resource Related Billing), a first level summarization item is a Service Product with the actual elements of cost like Material, Internal Labour etc grouped under it To generate Service Orders from Service Plans based on Service Contracts for periodic service.In the latter case, a Task List may also be assigned to the same.

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Standard Business Processes in SAP Customer Service Configured &Compiled By: Subhrajyoti Bhattacharjee, PMP®, Certified SAP ® EAM, Certified ITIL® E-Mail: subhrajyoti.b@gmail.com, Location: Perth, Western Australia At first a Service Material of standard type “DIEN” is created in transaction and then a Service Product for the Service Material is created in transaction. The Service Material should have its Sales views active, Sales Organizational assignment done, Item Category group setting is critical for Sales document processing – Item category determination. Service Material usually have LEIS Item category group. If the material is subject to Transfer of Requirement, then a suitable Strategy Group must be set under MRP 3 view.

This will be detailed later in the document.

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