SAP Cloud Reference Systems - … · SAP Cloud Reference Systems ... serial number. Product and Spare Part ... •Cash and Liquidity Management •Request-to-Resolve

SAP Cloud Reference Systems

Field Service and Repair

Scenario Outline

© 2012 SAP AG. All rights reserved. 2

Content

Scenario Overview

Business Scenarios in a Reference System

Introduction

Typical Usage

Process Illustration

Usage Example : With Spare Parts

Scenario Overview Business Scenarios in a Reference System

Introduction

Typical Usage


Business Scenarios in a Reference System

In a Reference System, you can experience

how a business scenario meets specific

requirements of a typical midsize company.

The following slides outline and illustrate

the individual process steps of a business

scenario as it has been realized in the

model company Almika.

For hands-on experience, you can take

advantage of the business scenario document,

which guides you through the process with

detailed step-by-step instructions.


Introduction Field Service and Repair

Scenario Introduction

The Field Service and Repair business scenario is mainly relevant for

manufacturing companies or service providers who carry out after-sales

services for one or more manufacturers. It covers all aspects of service

and repair activities including capturing the customer problem, creating the

service order, planning repair activities, dispatching resources, supplying

spare parts, planning routes, recording times, and invoicing.


Typical Usage Field Service and Repair

With Spare Parts

Services are booked in service orders and service confirmations. It is also

possible to plan and track expenses incurred for a service, such as

parking and hotel fees. These expense items can then be invoiced to the

customer.

The employee can also check the availability of the spare parts needed to

carry out a service, make a reservation for the parts, and supply them to

the service technician or customer. There are two variants involving spare

parts:

The service engineer picks up the spare parts at the warehouse.

The spare parts are pre-delivered directly to the customer.

It is also possible to handle small parts, called "consumables", which are

already in the possession of the service engineer and for which a goods

issue has already been posted.

Process Illustration Usage Example : With Spare Parts


Field Service and Repair With Spare Parts (1 of 3)

Create Service Request

The Service Planner assigns a

responsible Service Engineer based

on the assigned service and support

team for the area.

Service Support attempts to resolve

the issue and determines that a

service order must be created to fix

the issue at the customer’s site.

The Service Planner adds the

estimated quantities (such as time,

services, spare parts, and/or

expenses) to the service order.

The logistics execution task

is automatically generated.

The Supply Planner

releases the outbound

logistics request for the

spare part.

A customer with a service request

contacts the service organization.

The Service Desk Agent accepts the

incoming call (either by telephone

using the collaboration window, by e-

mail, or fax using groupware

integration).

The Service Desk Agent enters the

registered product, categorizes the

service request and based on these

details, determines due dates and

warranties entitlements.

Service Desk

Service Request

Service Desk Agent Service Planner Supply Planner

Service Desk Outbound Logistics

Control/ Outbound

Logistics

Process

Role

Work center

Form

Financial

Posting

Create Service Order Release Outbound

Request

The Warehouse Operator

confirms the picking and

shipping of the spare part

and then hands it and the

delivery note (if needed)

over to the Service

Engineer.

Warehouse Operator

Supply Planner

Confirm Picking and

Shipping

Service Order

Service Order to Customer



Process

Role

Work center

Form

Financial

Posting

Plan the Driving Route

The Service Engineer prints the

account fact sheet and brings it

along with the delivery note (if

needed).

The Service Engineer must print the

Service Order to Engineer form. The

Form has to be completed and

signed by the account

representative.

The Service Engineer picks up the

spare part from the warehouse.

The Service Engineer plans his route

using integrated web services (such as

Google maps) and determines the start

and end point for all visits that day.

The Service Engineer the prints the

planned route.


Driving Route

Service Engineer Service Engineer


Print Account Fact Sheet

Customer Fact Sheet

Order to Engineer

The Service Engineer

registers the product and

the spare part used during

the service with the related

serial number.

Service Engineer


Product and Spare Part

Registration

The Warehouse Operator

confirms the picking and

shipping of the spare part

and then hands it and the

delivery note (if needed)

over to the Service

Engineer.

Execution/Outbound

Logistics

Release Outbound

Delivery

Delivery Note



Process

Role

Work center

Form

Financial

Posting

Related Scenarios: • Cash and Liquidity Management

• Request-to-Resolve

• Procure-to-Pay (Stock)

This process step is optionial

Create Customer Invoice

Customer Invoicing

Customer Invoice

Customer Invoice

Accountant

The accountant creates an invoice

based on the information from the

service order and the service

confirmation.

The Service Engineer uses

the spare part to repair the

installed system at the

customer site.

The Service Engineer

confirms the service order

and fills in actual working

time, spare parts, and hotel

expense.

Internal Service Confirmation

Goods issue for customer

Service Engineer


Confirm Service Order


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SAP Cloud Reference Systems - … · SAP Cloud Reference Systems ... serial number. Product and Spare Part ... •Cash and Liquidity Management •Request-to-Resolve