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Service Contract with Periodic Billing. SAP Best Practices. Purpose, Benefits, and Key Process Steps. Purpose A service provider has a service contract with a customer. The business process starts with a notification and a service order. Benefits Customer Contract Management
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Service Contract with Periodic Billing SAP Best Practices
Purpose, Benefits, and Key Process Steps • Purpose • A service provider has a service contract with a customer. The business process starts with a notification and a service order. • Benefits • Customer Contract Management • Customer Service Management • Service Order Management • Purchasing • Periodic Billing • Key process flows covered • Creating a Customer Contract • Creating a Service Notification • Changing the Service Notification • Creating a Service Order • Changing the Service Order • Time Recording (211) • Travel Management (191) • Confirming the Materials Used • Creating a Purchase Order • Confirming the Goods Receipt • Entering the Invoice for Purchase Order • Displaying Planned/Actual Costs • Closing the Service Order – Technical complete • Creating the Billing of Contract
Required SAP Applications and Company Roles • Required • Enhancement package 5 for SAP ERP 6.0 • Company roles involved in process flows • Service Agent • Service Employee • Purchaser • Accounts Payable Accountant • Warehouse Clerk • Billing Administrator
Detailed Process Description • Service Contract with Periodic Billing • The costs (fee, spare parts and travel expenses) resulting from the service order are account assigned to the service order and billed to the customer by Contract Periodic Billing. The services provided are represented in the sales contract and sales order per units of service, so the service can be divided and billed into discrete units. • The price of the service unit is not calculated by the system in this example, but updated manually in the contract by the service provider after negotiating it with the customer. • If necessary, spare parts are ordered and purchased.
Process Flow Diagram Service Contract with Periodic Billing Event Business Activity / Event Customer creates a Purchase Order Service Agent Time Recording (211) Create a Service Notification Create a Customer Contract Change the Service Notification Create a Service Order Travel Management (191) Service Employee Confirming the material used Change the Service Order Display Planned / Actual Costs Close the Service Order – Technically complete Goods Movement Purchaser Creating a purchase Order Warehouse Clerk Confirm the Goods Receipt Accounts Payable Settle Service Orders (189) Enter Invoice for Purchase Order Close the Service Order – Business View (189) Billing Administration Create the Billing of Contract
Diagram Connection Legend <Function> Hardcopy / Document External to SAP Financial Actuals Business Activity / Event Budget Planning Unit Process Manual Process Process Reference Existing Version / Data Sub-Process Reference Process Decision System Pass/Fail Decision
Appendix Master Data Used • Service Plant • Material/Service • Material • Sold-to party • Ship-to party • Payer • Plant • Storage Location • Company Code • CO Area • Purchasing Organization • Sales organization • Distribution channel • Division • Functional Location • Personnel Number • Work Center • Supplier