IW52_Change Service Notification

PROCESS PROCEDUREChange Service Notification Version: ERP(IS-U): 6.07 Status: Checked: Version History Version 01 Date 01.09.2014 Description Original Prepared by Vlad Aron Reviewed by Diana Coloja Approved by Change Service Notification – Transaction code IW52 Purpose  Changing a service notification Transaction Menu Path To change a service notification, you should use transaction IW52 from following path: Logistics --> Customer Service --> Service Processing --> Notification --> IW52 – Change Copyright © 2014 S&T All rights reserved ASAP IS-U Implementation project 01.09.2014 Page 1 from 32 Alternatively, you can directly access the transaction by typing t-code in command filed and press <Enter> or click on the check mark icon in the top left side corner of the screen: Procedure Steps In the “Change Service Notification: Initial Screen" screen enter information in fields as following: Copyright © 2014 S&T All rights reserved ASAP IS-U Implementation project 01.09.2014 Page 2 from 32 Field Name Notification Description Notification R/O * R User Actions and Allowed Values Select a value from the drop down list Remarks *R – Required, O – Optional Press Enter key or click on the check mark icon in the top left side corner to get to “Change Service Notification <description of the work notification type>” screen: Copyright © 2014 S&T All rights reserved ASAP IS-U Implementation project 01.09.2014 Page 3 from 32 The Long Text Window is displayed and the Short Description Field will be grayed out reported problem in (data cannot be input into it).You can change values in the following fields according to user’s decision (depending on notification type. Sold-to Copyright © 2014 S&T All rights reserved Sold-to O Select a value for ASAP IS-U Implementation project 01. some fields can be mandatory): Field Name Description Description Description R/O * O User Actions and Remarks Allowed Values When creating a work order for the first time click the Show Enter a brief description of the long text window icon . data can no longer be entered in the short description field unless the Long Text Window has been manually closed. The Long Text Window will the Short text field default to an open display for all future input of Work Order data.09.2014 Page 4 from 32 . order Protocol number Protocol date Functional location Purchase order date Func. Select a value from the drop down list Select a value from the drop down icon to get to be redirected to “Create Service Notification <description of the work notification type>” screen Same as for functional location ASAP IS-U Implementation project 01.party party Pur. Loc. the following screen will be displayed: list Press Enter key or click on the check mark Equipment Equipment O Coding Coding O Long text Long text O Object part Object part O Defect type Defect type O Copyright © 2014 S&T All rights reserved Select a value from the drop down list Select a value from the drop down list Insert additional details regarding the problem/address etc. O O O the client code from the drop down list Insert a protocol number Insert a protocol registration date Select a value If outstanding notifications exist for the selected from the drop down reference object (functional location/equipment).09.2014 Page 5 from 32 . 2014 : Page 6 from 32 .Text Text for defect type O Cause code Cause code O Priority Priority O list Insert additional details regarding the reported problem Select a value from the drop down list if the field is not filled Select a value from the drop down list Most of the times. when the notification is created from Customer Interaction Center this value will be brought from the contact After filling this value the following screen is displayed: Select: .09. Customer address screen. O – Optional To insert information regarding address details you have the following options: 1.Yes if you want the execution date to be reset according to priority .No if you don’t want the execution date to be reset according to priority Required start Required start O Required end Required end O Select a date to specify when the activity should start Enter an estimated finish date for the work *R – Required. by clicking Maintain partner address button Copyright © 2014 S&T All rights reserved ASAP IS-U Implementation project 01. it is taken from the reference object (equipment/functional location) Copyright © 2014 S&T All rights reserved ASAP IS-U Implementation project 01.Address data in this screen is taken from the client master data.2014 Page 7 from 32 . but this will not update the client master data address details 2.09. Object address screen by clicking Partner overview button . Information in this screen cannot be changed. It can be changed. 3. by clicking Maintain partner address button : The following screen will be displayed: Copyright © 2014 S&T All rights reserved ASAP IS-U Implementation project 01.09.2014 Page 8 from 32 . Message address screen. O – Optional Click More fields Copyright © 2014 S&T All rights reserved button to expand address screen: ASAP IS-U Implementation project 01.2014 Page 9 from 32 .Enter the field value according to the following table: Field Name Country Description Country R/O * R User Actions and Allowed Values Select BG from the drop down list Remarks *R – Required.09. 09.2014 Page 10 from 32 .Enter the field value according to the following table: Field Name Description Name Building code Room Floor c/o Name Building code Room Floor Entry number Copyright © 2014 S&T All rights reserved R/O * O R O O O User Actions and Allowed Values A value A value A value A value A value Remarks is to be entered is to be entered is to be entered is to be entered is to be entered ASAP IS-U Implementation project 01. Grp. R Telephone O It is automatically filled if has been defined at street level. if not.2014 Page 11 from 32 . if not. To validate the address click the green check mark For notification type Z9-Written correspondence an additional custom tab was defined – Answering dates: Copyright © 2014 S&T All rights reserved ASAP IS-U Implementation project 01. Struct. O – Optional While introducing data interrogation screens regarding address acceptance may be generated. a value is to be entered It is automatically filled if has been defined at street level. Telephone A value is to be entered *R – Required. a value is to be entered It is automatically filled if has been defined at street level.GIS address code Building name Street House number GIS address code O A value is to be entered Building name Street House number A value is to be entered Select a value from the drop down list A value is to be entered Additional address 1 Additional address 2 District Additional address 1 Additional address 2 District O R R/ O O O A value is to be entered R Postal code Postal code O City City R Region Region O Reg. if not. Grp. a value is to be entered It is automatically filled if has been defined at street level and city. Struct. Click YES option to adopt data.09. if not. a value is to be entered It is automatically filled if has been defined at street level. a value is to be entered A value is to be entered Reg. if not. You may enter values according to the following table: Field Name Date of temporary answer Date of final answer Description R/O * User Actions and Allowed Values Date of O/R Select a date when the temporary answer was sent temporary answer Date of final O/R Select a date when the final answer answer was sent Remarks When user status Temporary answer sent is set.2014 Page 12 from 32 . this field is mandatory When user status Executedanswer sent is set.09. this field is mandatory *R – Required. O – Optional To assign/change partners to the notification click Partners button : The following screen is displayed: Copyright © 2014 S&T All rights reserved ASAP IS-U Implementation project 01. 09.Select field and click the match code Select a value from the drop down list 2.You may change field values according to the following table: Field Name Funct Description R/O * Function O Partner O Partner User Actions and Remarks Allowed Values Select a value from the drop down list 1.Select Structure search option 3.Choose a generc search term 4. Expand the structe and then select the desired entry Copyright © 2014 S&T All rights reserved ASAP IS-U Implementation project 01.2014 Page 13 from 32 . The system status will be automatically updated with a new value – NOPO: Copyright © 2014 S&T All rights reserved ASAP IS-U Implementation project 01.2014 Page 14 from 32 .09. O – Optional To put in process a notification click Put in process button : The system status will be automatically updated with a new value – NOPR: : To postpone a notification click Postpone button .To be redirected to the initial screen click Back button *R – Required. In case tasks are assigned to the notification the following screen will be displayed: Select the line corresponding to the notification by clicking on the marked button and validate by clicking the green check mark .09.To create an attachment click on Services for Object arrow. Inside the new displayed screen execute the following steps: Copyright © 2014 S&T All rights reserved ASAP IS-U Implementation project 01.2014 Page 15 from 32 . 09.2014 Page 16 from 32 .Select the file and click Open button: Confirm the decision: Copyright © 2014 S&T All rights reserved ASAP IS-U Implementation project 01. 2014 Page 17 from 32 .09.The following message is displayed on the status bar at the bottom of the screen: To display/remove an attachment click on Services for Object arrow button and execute below marked steps: The following screen is displayed: Copyright © 2014 S&T All rights reserved ASAP IS-U Implementation project 01. 09.2014 Page 18 from 32 . In the new displayed screen click on Attachment list: To insert a new file click New button and execute the following steps: To remove the attachment select the entry (click on it) and press Delete button To leave the screen click Cancel button Copyright © 2014 S&T All rights reserved : : ASAP IS-U Implementation project 01.To open select Service notification line by clicking on the marked button and validate by clicking the green check mark . you may find/not find values for tasks): You may change the following fields according to user’s decision: Field Name Description Code group Code group Task code Task code Task text Task text Copyright © 2014 S&T All rights reserved R/O * User Actions and Remarks Allowed Values O Select a value from the drop down list O Select a value from the drop down list O You may input additional information ASAP IS-U Implementation project 01.09.Click on Tasks tab to assign/change work that needs to be performed by the responsible department in order that the problem is solved (depending on notification type.2014 Page 19 from 32 . regarding the work that needs to be done Task processor Responsible Task processor Responsible O O Select a value from the drop down list 1.Select field and click the match code 2.2014 Page 20 from 32 . Expand the structe and then select the desired entry To be redirected to the initial screen click Back button Planned start date Planned start date O Planned start time Planned start time O Copyright © 2014 S&T All rights reserved Select a date when the task processing should start Select the time when the task processing should ASAP IS-U Implementation project 01.Select Structure search option 3.09.Choose a generc search term 4. 09. O – Optional Click on Activities tab to specify the work that has been performed in order that the problem is solved (depending on notification type.2014 Page 21 from 32 . you may find/not find values for activities): You may enter field values according to the following table: Field Name Description Code group Code group Activity code Activity code Activity text Task text Copyright © 2014 S&T All rights reserved R/O * User Actions and Remarks Allowed Values O Select a value from the drop down list O Select a value from the drop down list O You may input ASAP IS-U Implementation project 01.Planned finish date Planned finish date O Planned finish time Planned finish time O Completed by Completed by Completion date Completion date O O start Select a date when the task processing should finish Select the time when the task processing should finish Fill information regarding the person that has completed the task Select the date when the task has been completed *R – Required. O – Optional Complete tasks To complete a task (only after the notification has been put in process).09.Quantity factor Quantity factor O Start date Start date O Start time Start time O Finish date Finish date O Finish time Finish time O additional information regarding the work that was performed Insert information regarding how many time this activity was performed in order to finish the work Select a date when the activity execution has started Select a time when the activity execution has started Select a date when the activity execution has finished Select a time when the activity execution has finished In case the activity was executed one time do not fill this field *R – Required.2014 Page 22 from 32 . select the corresponding line(s) and click on Complete button Copyright © 2014 S&T All rights reserved inside Tasks tab: ASAP IS-U Implementation project 01. 2014 Page 23 from 32 .09.The system status will be automatically updated with a new value – TSCO: Close notification To complete (close) a notification (only after the notification has been put in process and all the tasks (if existing) have been completed) click on Complete button Copyright © 2014 S&T All rights reserved ASAP IS-U Implementation project : 01. 09. Access transaction IW52 again to check that the system status was automatically updated with a new value – NOCO: Copyright © 2014 S&T All rights reserved ASAP IS-U Implementation project 01.The following screen is displayed asking you to insert information regarding: Field Name Description Reference date Code group Reference time Activity code R/O * User Actions and Remarks Allowed Values R Select a date This date is used for recording the Error statistic key figures of Damage. The following message type is displayed on the status bar at the bottom of the screen. Number of causes of damage. Number of Activities R Insert time *R – Required. O – Optional Validate the entries by clicking on the green check mark .2014 Page 24 from 32 . Reverse closing To reverse the closing of a notification execute the following menu steps Notification – Functions – In process again: Access transaction IW52 again to check that the system status was automatically updated with a new value – NOPR and NOCO was deleted: Copyright © 2014 S&T All rights reserved ASAP IS-U Implementation project 01.2014 Page 25 from 32 .09.When the notification has NOCO system status no more changes in the document are allowed. 09.Set: The system status will be automatically updated with a new value .DLFL: Copyright © 2014 S&T All rights reserved ASAP IS-U Implementation project 01.Set delete indicator To set a deletion flag for a notification you have to execute the following menu steps Notification – Functions – Deletion flag .2014 Page 26 from 32 . 2014 Page 27 from 32 .Reset delete indicator To reset a deletion flag for a notification you have to execute the following menu steps Notification – Functions – Deletion flag .09.Reset: The system status will automatically delete DLFL value: Copyright © 2014 S&T All rights reserved ASAP IS-U Implementation project 01. 2014 Page 28 from 32 : .Set user status To set a user status click on Set user status button : In Set user status screen select the desired value and validate by clicking the green check mark Copyright © 2014 S&T All rights reserved ASAP IS-U Implementation project 01.09. 09.2014 Page 29 from 32 .Selected user status will also be displayed in the notification header: Click Information button notification. Copyright © 2014 S&T All rights reserved to see more details regarding user/system statuses assigned to the ASAP IS-U Implementation project 01. 09. Print notification To print a notification click on Print button Copyright © 2014 S&T All rights reserved : ASAP IS-U Implementation project 01.2014 Page 30 from 32 .Click Back button to return to the main screen. order button: The following screen is displayed: Enter field values according to the following table and validate by clicking on the green check mark : Field Name Order type Main work center Description Order type Main center R/O * User Actions and Allowed Values R Select a value from the drop down list (type WO*) work R Select a value from the drop down list Remarks *R – Required. Click on Save icon Copyright © 2014 S&T All rights reserved to save the notification.09. ASAP IS-U Implementation project 01. O – Optional Steps for creating a work order are described inside IW31_Create work order scenario.Create work order with reference to notification To create a work order click Serv.2014 Page 31 from 32 . The following message type is displayed on the status bar at the bottom of the screen.2014 Page 32 from 32 . Copyright © 2014 S&T All rights reserved ASAP IS-U Implementation project 01.09.