SAP MRO Basic Config Guide - Free Download PDF Ebook

V1.470 October 2005 English E20 – Basic Configuration For MRO Building Block Configuration Guide SAP AG Neurottstr. 16 69190 Walldorf Germany SAP Best Practices E20 – Basic Configuration For MRO: Configuration Guide Copyright © Copyright 2005 SAP AG. All rights reserved. No part of this publication may be reproduced or transmitted in any form or for any purpose without the express permission of SAP AG. The information contained herein may be changed without prior notice. Some software products marketed by SAP AG and its distributors contain proprietary software components of other software vendors. Microsoft, Windows, Outlook, and PowerPoint are registered trademarks of Microsoft Corporation. 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Nothing herein should be construed as constituting an additional warranty. © SAP AG Page 2 of 63 SAP Best Practices E20 – Basic Configuration For MRO: Configuration Guide Icons Icon Meaning Caution Example Note or Tip Recommendation Syntax Typographic Conventions Type Style Example text Description Words or characters that appear on the screen. These include field names, screen titles, pushbuttons as well as menu names, paths and options. Cross-references to other documentation. Example text EXAMPLE TEXT Emphasized words or phrases in body text, titles of graphics and tables. Names of elements in the system. These include report names, program names, transaction codes, table names, and individual key words of a programming language, when surrounded by body text, for example, SELECT and INCLUDE. Screen output. This includes file and directory names and their paths, messages, source code, names of variables and parameters as well as names of installation, upgrade and database tools. ENTER Example text EXAMPLE TEXT Keys on the keyboard, for example, function keys (such as F2) or the key. Example text <Example text> Exact user entry. These are words or characters that you enter in the system exactly as they appear in the documentation. Variable user entry. Pointed brackets indicate that you replace these words and characters with appropriate entries. © SAP AG Page 3 of 63 ....3............ 9 3........2 3................................ 7 2..................................3..................... 8 Controlling .... 7 3 Configuration Guide ........4 © SAP AG . 21 Defining Long Text Control for Notification Types .3.................3.......................3........................ 11 3...................... 8 Adding Classification View for Material Type DIEN ...................................................... 19 Setting Screen Templates for the Notification Type....................................3...............................3....................................................................... 7 Preparation ......................11 3.....................................3 3......................4....3...............................................................................3..........3. 17 Defining Category of Functional Location ..........................3.3 3................... 12 Setting View Profile for Technical Objects ...................3 Technical Object.....2.......SAP Best Practices E20 – Basic Configuration For MRO: Configuration Guide Contents E20 – Basic Configuration for MRO: Configuration Guide ............4............................. 12 Maintaining Equipment Category ...........................1......................... 22 Catalog Profile for Notification Type ...............................................................1 3....................... 15 Creating Structure Indicator for Reference Locations/Functional Locations 15 Defining Notification Types ............................ 7 1 2 Purpose .............................................................3.............2............... 9 Assigning Maintenance Planning Plant to Maintenance Plant ...1...........3................................................................................2 Basic Setting ......3.....................3.......8 3...........3.2 3.............. 10 Maintaining Allocation Structures.. 8 3....................... 10 Creating Profiles for Quotation Creation.......... 19 Screen Areas in Notification Header .........1 3.........4..3....... 8 Changing Message Control ...............2 3.............................3............3...1 Material Management .......1 3.....3.......1.......3.. 22 Page 4 of 63 3.3................................1 3.................3...........3 3.....2....................................................................................3.........................2 3.................. Billing.........................................9 3... 17 Assigning Partner Determination Procedure to Equipment Category ......... 9 Organization Structure ......... 14 Defining Additional Business Views for Equipment Categories......................................................1 3.............................4.................................... 18 Allowing Multilingual Text Maintenance for Each Equipment Category .................. 12 Defining Warranty Types .3.....3..........4 3........................... 18 3......................................2 3..................... 9 Maintaining Maintenance Planning Plant ...3..... 8 Plant Maintenance and Customer Service .3......6 3..........................3...1 3....5 3.....4 Notification .3.................................................. Results Analysis .... 14 Defining Number Ranges ................................3........................................... 7 Building Blocks .......1 Prerequisites ........................................................7 3...10 3.................................................................3.. 16 Defining Installation at Functional Location .........1 3...........................................................3......................3........... ..........3.3.........................3....3..................21 3...20 3.......................... 43 Defining Scheduling Parameters for Maintenance Orders ....................6 3...... 37 Assigning Order Types to Maintenance Plants ..........3.. 47 Defining Notification and Order Integration .......5............................. 25 Editing Catalog for Object Part Code ...............19 3.....4..................5... 26 Editing Catalog for Damage Code ..9 3................... 28 Defining Transaction Start Values ...5...3....... 28 Defining Action Box for Notification Type .. 24 Defining Response Monitoring ...........12 3...... 35 Configuring Order Types ........3..............3................ 47 Defining Inspection Control ..........3... 45 Manual Activity: Defining Number range for order type ...........1 3..........SAP Best Practices E20 – Basic Configuration For MRO: Configuration Guide 3..3........... 39 Assigning Costing Parameters and Results Analysis Keys......................5...... 40 Defining Status Profile ................................3...........15 3...............5............................2 3..............................16 3......................................3....4.........4......12 3............3............... 48 3. 24 Defining Object Information Keys . 38 Defining Default Values for Units for Operation .. 35 Assigning Picking Locations ...............10 3..........13 3......................................................................5.5..................................... 27 Editing Catalog for Cause Code .5...........5...4..................3.............5...........11 3...3....................3........5 3.......................11 3........13 3..9 3...............7 3............... 49 3.3..... 48 Defining Default Values for Component Item Categories ..........5................3....4 3.....................14 3.... 42 Assigning Valid Maintenance Activity Types to Maintenance Order Types 42 Defining Partner Determination Procedure and Partner Functions ..........3................ 46 Defining Order Types and Special Notification Parameters ..................5.................3..17 3.... 46 Defining Scope of Check .........5....................... 45 Assigning Notification Types to Order Types .............3............ 34 Service Order ......5..5 Assigning Partner Determination Procedure to Notification Type ...................4...........3...4.................... 36 Credit Limit Checks............ Sales Document Types for Service Orders .........8 3...................6.5...6 Maintenance Plan ......4.................................. 35 Defining Accounting Indicator ..3................ 44 Maintaining Account Determination ....4.....3........18 3..........3...............3........22 3........4......................1 © SAP AG Page 5 of 63 ...........4..3.5 3..........5..15 3........3.........5.. 23 Assigning Partner Functions to Notification Type .......................................5........................3............ 39 Defining Control Parameters for Completion Confirmations ........... 41 Defining Proposed Reference Time for Technical Completion .............10 3.......................3.............. 25 Assigning Object Information Keys to Notification Types ................3........ 49 Defining Number Ranges for Maintenance Plans .......5..4................6 3.........3 3...........................3..3........3.........7 3...3...5............3.. 23 Defining Priorities .............................................. 38 Defining Documentation for Goods Movement for the Order ......8 3..5........................14 3.5....................... ...................................................................... 58 Assigning Pricing Procedures ...................... 62 Maintaining Copy Control for Billing Documents ..........................4 3................................ 56 Defining Order Reasons ...... 50 Defining Rules for Determining Types .....................................5......................................5..5..................................................................14 Contract .....................3 3............. 55 Defining and Assigning Customer Number Ranges ...5.............6 3......................... 51 Defining Billing Plan Types ....................... 53 Defining and Assigning Date Categories .......5...1 3.......................2 3.....4 3........................... 57 Defining Blocking Reason for Billing ....................................4.......4......... 55 Defining Sales Document Types .7 3...........5................4...................................SAP Best Practices E20 – Basic Configuration For MRO: Configuration Guide 3........4. 55 Defining Document Pricing Procedures .......................5.....................13 3....................5.............................5 3.......12 3...................4................................... 57 Defining Item Category Groups ......................................4............................2 3..................... 62 Assigning Incompleteness Procedures ................................................................................. 61 Specifying Copy Control for Deliveries ................. 60 Maintaining Copy Control for Sales Documents ..............................5 3...1 3.........................................................5................7 3.................8 3...................................................... 49 Defining Contract Profiles .......4.. 63 © SAP AG Page 6 of 63 .................10 3........... 60 Assigning Item Categories ......................................................5...............................................6 3..................5 3..........................................9 3.............3 3........................ 51 Maintaining Copying Control from Contract to Billing Documents .. 56 Defining Item Categories ............ 58 Defining Pricing Procedure .................................... 53 Defining Reference Sales Documents Types ...5... 54 Sales and Distribution ....................................11 3.................5.................................................... 49 Defining Sales Document Types for Contract ........5.....5.4 3..... Cost Object Controlling (Make-to-Order) J21 . If you do not want to configure manually and prefer an automated installation process using BC Sets and other tools.Organizational Structure B29 – Financial Accounting B30 – Standard Cost and Profit Center Accounting J05 . 2 Preparation 2. the installation of the following building blocks must have been completed: Building Blocks Baseline Building Blocks (Layer 0) B32 .Best Practices R/3 Installation J02 .Material Management J04 .Production Planning J07 .Sales and Distribution Baseline Building Blocks (Layer 1) J06 .Quality Management J18 . refer to the installation guide of this building block.SAP Best Practices E20 – Basic Configuration For MRO: Configuration Guide E20 – Basic Configuration for MRO: Configuration Guide 1 Purpose This configuration guide provides the information you need to set up the configuration of this building block manually.1 Prerequisites Building Blocks Before you start installing this building block.Product Cost Controlling J20 .Cost Object Controlling (Make-to-Stock) Industry-Generic Blocks E06 – Supplement Setting for MRO Comments © SAP AG Page 7 of 63 . 4. double click on material type DIEN 3.1 Use The purpose of this activity is to change message control for KI137. Access the activity using one of the following navigation options: Transaction Code IMG Menu SPRO Logistics General Material Master Basic Setting Material type Define Attributes of Material Types 2. Save your entries. 3. choose New Entry.1. Enter KI in Application Area field. On Change view “message control by user”: overview screen. On Change view” Material type “: Overview screen.2 Controlling 3.SAP Best Practices E20 – Basic Configuration For MRO: Configuration Guide 3 Configuration Guide 3. Access the activity using one of the following navigation options: Transaction Code IMG Menu OBA5 Controlling General controlling Change Message Control 2. click on Classification under User departments 4.invoiced quantity updated in CO. Make new entries by maintaining in the following data: MsgNo (Message Number) 137 Online BatchI (Batch Input) - © SAP AG Page 8 of 63 .1 Use The purpose of this activity is to open classification view for material type DIEN Adding Classification View for Material Type DIEN Procedure 1. On the Determine Work Area: Entry screen.1 Material Management 3.2. 3. then Choose Enter. On Change view” Material type “: Detail screen. Changing Message Control Procedure 1. Make the following entries: Planning plant BP01 4. Name 1 Werk BP01 Name 2 3. 3. Save your entries. Save your entries. Access the activity using the following navigation options: Transaction Code IMG Menu SPRO Enterprise Structure → Definition → Plant Maintenance → Maintain maintenance planning plant 2.1. On the Change View “Planning Plant”: Overview screen.1 Use The purpose of this activity is to maintain maintenance planning plant.3. choose New Entries.1 3.SAP Best Practices E20 – Basic Configuration For MRO: Configuration Guide 5. screen.3. make the following settings: Plnt BP01 Name 1 Werk BP01 PlPl BP01 Name 1 Werk BP01 3.1. 3. Organization Structure Maintaining Maintenance Planning Plant Procedure 1.3. Access the activity using one of the following navigation options: Transaction Code IMG Menu SPRO Enterprise Structure → Assignment → Plant Maintenance → Assign maintenance planning plant to maintenance plant 2.3 Plant Maintenance and Customer Service 3. Procedure 1. Save your entries. © SAP AG Page 9 of 63 .2 Use Assigning Maintenance Planning Plant to Maintenance Plant The purpose of this activity is to assign maintenance planning plant to maintenance plant. On the Change view “ Allocation of PlanPlants to MaintPlants”: Overview. Settlement cost element 7. Make the following entries: Field name Receiver Cat. On the Change View “Assignment”: Overview screen. Make the following entries: Field name From cost el. 5. choose A1-CO allocation structure A1. Description From cost element To cost element User Action and Values 521000 522000 Double click “Settlement cost elements” on the left screen. On the Change View “Allocation Structures”: Overview screen.2.SAP Best Practices E20 – Basic Configuration For MRO: Configuration Guide 3. Raw-/service material consump. double click “Scource” on the left screen. Make the following entries: Field name Receiver Cat. Choose Save and Back. By cost element Description User Action and Values SDI X Description User Action and Values SDI 921040 © SAP AG Page 10 of 63 . 8. Secondary costs.2 3. choose 020. then double click Assignment on the left screen.. To cost elem. choose 040.3. Procedure 1. 6. 3. 4.1 Use Basic Setting Maintaining Allocation Structures The purpose of this activity is to maintain allocation structures.3. 9. Access the activity using one of the following navigation options: Transaction Code IMG Menu SPRO Plant Maintenance and Customer Service Maintenance and Service Processing Basic Settings → General Order Settlement → Maintain Allocation Structures 2. double click “Settlement cost elements” on the left screen. On the Change View “Assignment”: Overview screen. 3. Results Analysis The purpose of this activity is to create the profiles for quotation creation. results analysis. On the Change View “Profile”: Overview screen. Choose Save and Back.2. Access the activity using one of the following navigation options: Transaction Code IMG Menu SPRO Plant Maintenance and Customer Service Maintenance and Service Processing Basic Settings Quotation Creation and Billing for Service Orders Profiles for Quotation Creation. choose New Entries. 6. Billing. choose New Entries. Choose the folder “Usage” on the left area.SAP Best Practices E20 – Basic Configuration For MRO: Configuration Guide 10. 5. 9. 8. Billing Block Description Description User Action and Values CS_IMC01 Service profile actual cost Sales Document Type Description User Action and Values Billing and results analysis LV Select Select Billing Block Description Description User Action and Values CS_IM1P Service profile plan cost © SAP AG Page 11 of 63 . Choose Save and Back. billing.2 Use Creating Profiles for Quotation Creation. 11.Billing. Choose Save. Type Warranty DI w/ Material 7. 4. Procedure 1. Make the following entries: Field name Profile Billing blok desc. On the Change View “Profile”: Overview screen. Make the following entries: Field name Profile Billing blok desc. Make the following entries: Field name Usage Sales Doc.3.Results Analysis 2. 3. Choose Exit. 2 Use Setting View Profile for Technical Objects The purpose of this activity is to set view profile for technical objects.SAP Best Practices E20 – Basic Configuration For MRO: Configuration Guide 10.1 Use Technical Object Defining Warranty Types The purpose of this activity is to define the warranty types used to maintain the master warranties. 12.3.3. Choose Save. Choose the folder “Usage” on the left area. Dialog box for order Dialog box for billing request 4. Make the following entries: Field name Usage Sales Doc. User Action and Values 1 Guarantor (customer) Customer warranty Select Select Select 3. Make the following data: Field name Warranty Type Warranty Categ. Procedure © SAP AG Page 12 of 63 .3. overview screen.3. Access the activity using one of the following navigation options: Transaction Code IMG Menu SPRO Plant Maintenance and Customer Service Plant Maintenance and Customer Service Warranty Define Warranty Types Master Data in Basic Settings 2. Procedure 1. 11. Choose Save and Back. Text Dialog box for notif. On the Change View “Warranty Types”. choose New Entries 3. Save your entries.3. Type Warranty 13. Sales Document Type Description User Action and Values Billing and results analysis LV Select 3.3 3. No. 015 Seq. Choose the line with the Profile: YMFL1 and choose the Activity and layout of views folder in the left hand area of the screen. Make new entries by maintaining in the following data: Number 10 20 30 50 60 Description General Location Organization Structure Additional data 1 Tab Active Select Select Select Select Select Seq. No. 11. Choose Save and Back. No. No. No. 005 020 030 040 100 Seq. Profile YMEQ1 YMFL1 Profile E21 Equipment data profile E21 functional location profile 7. 010 025 035 045 Seq. 10.SAP Best Practices E20 – Basic Configuration For MRO: Configuration Guide 1. 005 020 030 040 110 100 Seq. Make new entries by maintaining in the following data: Number 10 20 30 50 60 100 Description General Location Organization Structure Additional data 1 Additional data 2 Tab Active Select Select Select Select Select Select Seq. Access the activity using one of the following navigation options: Transaction Code IMG Menu SPRO Plant Maintenance and Customer Service Master Data in Plant Maintenance and Customer Service Technical Objects General Data Set View Profile for Technical Objects 2. Double click on the Icons and texts of views. No. Make new entries by maintaining in the following data: Screen grp Screen group equipment data Screen group functional location data 4. 8. 5. © SAP AG Page 13 of 63 . Choose the line with the Profile: YEMQ1 which you just created and choose the Activity and layout of views folder on the left screen. No. On the Change View “Definition of view profiles””. choose New Entries. 010 025 035 045 010 025 Seq. Make new entries by maintaining in the following data: Number 60 100 Description Additional data 1 Additional data 2 Tabe title Warranty Partner 9. No. overview screen. 3. 015 Seq. 6. Save your entries. On the Change View “EquipCategories””. Seq. 3. Make new entries by maintaining in the following data: Number 60 80 Description Additional data 1 Additional data 2 Tabe title Partner Warranty 14.3.3. Seq.SAP Best Practices E20 – Basic Configuration For MRO: Configuration Guide Number 80 Description Additional data 2 Tab Active Select Seq. 3. Save your entries. 110 Seq. Access the activity using one of the following navigation options: Transaction Code IMG Menu SPRO Plant Maintenance and Customer Service Master Data in Plant Maintenance and Customer Service Technical Objects Equipment Equipment Categories Maintain Equipment Category 2. Procedure 1.4 Use Defining Number Ranges The purpose of this activity is to define number ranges for functional location and equipment.3 Use Maintaining Equipment Category The purpose of this activity is to define all of the relevant settings for the equipment category. 3. overview screen. Make new entries by maintaining in the following data: Category Y RefCat Customer equipment Equip. 12. No. Save your entries. No. Access the activity using one of the following navigation options: Transaction Code IMG Menu OIEN Plant Maintenance and Customer Service Master Data in Plant Maintenance and Customer Service Technical Objects Equipment Equipment Categories Define Number Ranges © SAP AG Page 14 of 63 . choose New Entries. Customer equipment C Select Object info SM Profile YMEQ1 4. Procedure 1.3. 13. No. Double click on the Icons and texts of views.Cat. No.3. Make new entries by maintaining in the following data: Equipment category Y 4.3. Customer data and serialization data are assigned in these views. EquipRefCateg.3. 5. Save your entries. Procedure 1.3. S Sales Equipment Select SD Select 3.SAP Best Practices E20 – Basic Configuration For MRO: Configuration Guide 2.6 Use Creating Structure Indicator for Reference Locations/Functional Locations The purpose of this activity is to create structure indicator for reference locations for functional location and equipment. Click on Y which under Not assigned. overview screen. choose Assign Element/group(F5).. Access the activity using one of the following navigation options: Transaction Code IMG Menu SPRO Plant Maintenance and Customer Service Master Data in Plant Maintenance and Customer Service Technical Objects Equipment Equipment Categories Define Additional Business Views for Equipment Categories 2. Procedure 1. Access the activity using one of the following navigation options: Transaction Code IMG Menu OIPK Plant Maintenance and Customer Service Master Data in Plant Maintenance and Customer Service Technical Objects Functional Locations Create Structure Indicator for Reference Locations/Functional Locations © SAP AG Page 15 of 63 . 3. Save your entries. 3. On the Change View “Selection of Editing Options””. choose Maintain Groups (F6). On the Maintenance plan number screen. choose New Entries 3.3. 4. Mark the Standard number range (PM).5 Use Defining Additional Business Views for Equipment Categories The purpose of this activity is to define the views used for working with equipment. choose select element (F2). choose New Entries.SAP Best Practices E20 – Basic Configuration For MRO: Configuration Guide 2. 5. Repeat step 2 and make the following settings: Field name Notification Type Notif. Cat Notification origin Reference Time Catalogue Profile User Action and Values Y2 03 Problem notification A 000000001 User Action and Values Y1 03 General notification (service) A 000000001 26 Select 03 © SAP AG Page 16 of 63 .7 Use Defining Notification Types The purpose of this activity is to define settlements for the notification types used during the process. choose New Entries. alloc. On the Change View “Notification Types”. Access the activity using one of the following navigation options: Transaction Code IMG Menu SPRO Plant Maintenance and Customer Service Maintenance and Service Processing Maintenance and Service Notifications Notification Creation Notification Types Define Notification Types 2. Make new entries by maintaining in the following data: StrInd YMFL1 StructIndText MRO-E21 functional location indicator 4. Cat Notification origin Reference Time Catalogue Profile Update Group Early No. overview screen. 3. Make new entries by maintaining in the following data: Field name Notification Type Notif. 3. Number Range 4. Save your entries. On the Change View “Functional Location Structure Indicators”.3. 3. Procedure 1. overview screen.3. Choose Save and Back. at FunctLoc Select 4. 26 Select 03 3.3.3. Make new entries by maintaining in the following data: Category Y Equipment category description Customer equipment RefCat. Access the activity using one of the following navigation options: Transaction Code IMG Menu SPRO Plant Maintenance and Customer Service Master Data in Plant Maintenance and Customer Service Technical Objects Functional Locations Define Category of Functional Location 2. Choose Save and Back. Access the activity using one of the following navigation options: Transaction Code IMG Menu SPRO Plant Maintenance and Customer Service Plant Maintenance and Customer Service Equipment Equipment Usage Period Installation at Functional Location Master Data in Technical Objects Define 2.3. 3. Number Range 6. Procedure 1. 3. choose New Entries. 3. Save your entries. overview screen.8 Use Defining Installation at Functional Location The purpose of this activity is to define installation at functional location and equipment.9 Use Defining Category of Functional Location The purpose of this activity is to define category of functional location for functional location and equipment.3. Procedure 1. Make new entries by maintaining in the following data: Field name FunctLocCat User Action and Values Y © SAP AG Page 17 of 63 .SAP Best Practices E20 – Basic Configuration For MRO: Configuration Guide Update Group Early No. alloc. On the Change View “Installation at FunctLoc. Dependent on EquipCategory ”. On the Change View “Functional Location Category ”. S Inst. choose New Entries. overview screen. 10 Assigning Partner Determination Procedure to Equipment Category Use The purpose of this activity is to assign partner determination procedure to equipment category for functional location and equipment. User Action and Values Y S1 3.3. Access the activity using one of the following navigation options: Transaction Code IMG Menu OIEV Plant Maintenance and Customer Service Master Data in Plant Maintenance and Customer Service Technical Objects Equipment Assign Partner Determination Procedure to Equipment Category 2. 3.SAP Best Practices E20 – Basic Configuration For MRO: Configuration Guide Description Change Documents CustObject PartnDet. overview screen. choose New Entries. Make new entries by maintaining in the following data: Field name Equip Category PartnDet.11 Allowing Multilingual Text Maintenance for Each Equipment Category Use The purpose of this activity is to allow equipment category for Multilingual Text Maintenance. Access the activity using one of the following navigation options: Transaction Code IMG Menu SPRO Plant Maintenance and Customer Service Plant Maintenance and Customer Service Master Data in Technical Objects © SAP AG Page 18 of 63 . Procedure 1. Save your entries.Proc 4.3.3. Save your entries. On the Change View “PartDetermProf. Customer Location Select Select SV SM YMFL1 3.Proc Object info View Profile 4.3. Procedure 1./Functions for EQSE/EQUI/EQUZ Stock Remove ”. mark Multilingual Texts for Equipment category ‘Y’.SAP Best Practices E20 – Basic Configuration For MRO: Configuration Guide Equipment Allow Multilingual Text Maintenance for Each Equipment Category 2.4. Procedure 1. overview screen. subsequently choose each of the following lines and follow the procedure described in steps 4 and 5: Register 10\TAB01 10\TAB02 10\TAB03 10\TAB04 10\TAB05 10\TAB06 10\TAB10 10\TAB11 10\TAB12 20\TAB01 20\TAB02 20\TAB03 20\TAB04 Description Notification 1 Additional data 1 Additional data 2 System availability Malfunction Location Item Tasks Activities Item overview Item causes Item tasks Item activities X X X X X X X X X Subject Tab header Action Cat.3. On the Change View “Multilingual Text Maintenance”. © SAP AG Page 19 of 63 . Choose Details (or double-click the line).3. X X Tab 4.4 3. 3. Access the activity using one of the following navigation options: Transaction Code IMG Menu SPRO Plant Maintenance and Customer Service Maintenance and Service Processing Maintenance and Service Notifications Notification Creation Notification Types Set Screen Templates for the Notification Type 2. Save your entries.1 Use Notification Setting Screen Templates for the Notification Type The purpose of this activity is to set the screens for the service notification type S1. In the Determine Work Area: Entry dialog box. enter the service notification type Y1 and choose Continue (Enter). 3. On the Change View “Notification tab strips view maintenance”: Overview screen. 3. Area 3 Sc. 7.Area 2 Sc.SAP Best Practices E20 – Basic Configuration For MRO: Configuration Guide 5. 10. Tab 10\TAB01 10\TAB04 10\TAB05 10\TAB06 10\TAB10 10\TAB11 10\TAB12 20\TAB01 20\TAB02 20\TAB03 20\TAB04 Notification 1 System availability Malfunction Location Item Tasks Activities Item overview Item causes Item tasks Item activities X X X X X X X X X X X 9. 8. Choose Save and Back.Area 4 10\TAB01 10\TAB02 10\TAB03 10\TAB04 10\TAB05 10\TAB06 10\TAB10 10\TAB11 10\TAB12 20\TAB01 20\TAB02 20\TAB03 20\TAB04 Select Select Select Select Select Select Select Select Select Select Select 036 005 031 015 Sc. On the Change View “Notification: Tabstrip view maintenance”: Details screen. enter the service notification type Y2 and choose Continue (Enter).Area 1 Sc. make the relevant entries for the line: © SAP AG Page 20 of 63 .Area 5 050 6. In the Determine Work Area: Entry dialog box. Choose Details (or double-click the line). On the Change View “Notification: Tabstrip view maintenance”: Details screen. subsequently choose each of the following lines and follow the procedure described in steps 4 and 5: Register Description Tab header Action Cat. On the Change View “Notification tab strips view maintenance”: Overview screen. make the relevant entries for the line: Tab Header Icon Tab Sc. Area 2 005 Sc.SAP Best Practices E20 – Basic Configuration For MRO: Configuration Guide Tab 10\TAB01 10\TAB04 10\TAB05 10\TAB06 10\TAB10 10\TAB11 10\TAB12 20\TAB01 20\TAB02 20\TAB03 20\TAB04 Header Icon Tab Select Select Select Select Select Select Select Select Select Select Select Sc. 3. Procedure 1. Access the activity using one of the following navigation options: Transaction Code IMG Menu SPRO Plant Maintenance and Customer Service Maintenance and Service Processing Maintenance and Service Notifications Overview of Notification Type 2. On the Display View: Notification type screen.2 Use Screen Areas in Notification Header The purpose of this activity is to set the screens for the service notification type S1. 3.Area 3 031 Sc.3. make following entries: Field Screen type hdr ScrnType Object User Action and Values H200 O100 Description Header service notification Functional location+equipment+assembly © SAP AG Page 21 of 63 . On the Change View “Screen Area on Notification header”: Detail screen.Area 4 015 Sc.4.Area 1 036 Sc. Save your entries.Area 5 050 11. choose the notification type “Y1” and double click on Screen Areas in Notification Header on the left screen. On the Change View “Format Notification Long Text ”.cat 03 03 Long Line Select Select No Text Change Select Select 4. overview screen. Choose Save. Access the activity using one of the following navigation options: Transaction Code IMG Menu SPRO Plant Maintenance and Customer Service Maintenance and © SAP AG Page 22 of 63 . 7. 3.4. Procedure 1.4 Use Catalog Profile for Notification Type The purpose of this activity is to define catalog profile and catalog types for notification types.3. make following entries: Field Screen type hdr ScrnType Object 8.SAP Best Practices E20 – Basic Configuration For MRO: Configuration Guide 4. Choose Save. On the Change View “Screen Area on Notification header”: Detail screen. Choose Back twice User Action and Values H200 O100 Description Header service notification Functional location+equipment+assembly 3. 6. Access the activity using one of the following navigation options: Transaction Code IMG Menu SPRO Plant Maintenance and Customer Service Maintenance and Service Processing Maintenance and Service Notifications Notification Creation Notification Types Define Long Text Control for Notification Types 2.3. Save your entries. choose New Entries. 3. choose the notification type “Y2” and double click on Screen Areas in Notification Header on the left screen. Make new entries by maintaining in the following data: Typ Y1 Y2 Notif. Choose Back twice. Procedure 1. 9.3 Use Defining Long Text Control for Notification Types The purpose of this activity is to define long text control for notification types. On the Display View: Notification type screen. 5.4. 3. On the Change View “Partner Determination Procedure for Notification Type ”. 3. Save your entries. 3.4. choose notification type Y1/Y2. On the Change View “Notification Type”. choose Details(Ctrl+Shift+F2). Procedure 1. choose New Entries. overview screen. Access the activity using one of the following navigation options: Transaction Code IMG Menu SPRO Plant Maintenance and Customer Service Maintenance and Maintenance and Service Notifications Service Processing Notification Creation Partners Define Partner Determination Procedure and Partner Function Assign Partner Determination Procedure to Notification Type 2. 3. 3.SAP Best Practices E20 – Basic Configuration For MRO: Configuration Guide Service Processing Maintenance and Service Notifications Notification Creation Notification Content Change Catalogs and Catalog Profile for Notification Type 2.3. Save your entries.6 Use Assigning Partner Functions to Notification Type The purpose of this activity is to assign partner functions to notification type. Procedure © SAP AG Page 23 of 63 . overview screen. Make new entries by maintaining in the following data: Typ Y1 Y2 Description Emerg Notification Service Notification PartnDetProc S1 S1 4.5 Use Assigning Partner Determination Procedure to Notification Type The purpose of this activity is to assign partner determination procedure to notification types.4. Make entries by maintaining in the following data: Typ Y1 Y2 Catalog Profile 000000001 000000001 Coding D D Problems C C Causes 5 5 Tasks 2 2 Activities A A ObjectParts B B 4. choose Assign Priority Types to Notification Types. 3. 4.3.7 Use Defining Priorities The purpose of this activity is to define priorities to notification type. 3. choose New Entries. On the Change View “Priority Types per Notification Type”. AB AB Person Responsible VW VW Task Processor VW VW 4. User Action and Values SM 3. © SAP AG Page 24 of 63 .8 Use Defining Response Monitoring The purpose of this activity is to define response monitoring for notification type. Access the activity using one of the following navigation options: Transaction Code IMG Menu SPRO Plant Maintenance and Customer Service Maintenance and Service Processing Maintenance and Service Notifications Notification Creation Partners Define Partner Determination Procedure and Partner Function Assign Partner Functions to Notification Type 2. On the Change View “Partner Functions for Notification Type ”. Procedure 1.4. make the following settings: Field name Priority Type 5.4. double click on the type Y1.3. overview screen. 6.SAP Best Practices E20 – Basic Configuration For MRO: Configuration Guide 1. Repeat step 3 to 5 for type Y2 and make the same setting with Y1. Save your entries. overview screen. Access the activity using one of the following navigation options: Transaction Code IMG Menu SPRO Maintenance and Plant Maintenance and Customer Service Service Processing Maintenance and Service Notifications Notification Processing Response time monitoring Define Priorities 2. 3. Details screen. On the Choose Activity screen. Save your entries. On the Change View “Priority Types per Notification Type”. Make new entries by maintaining in the following data: Typ Y1 Y2 Customer SP SP Contact Person CP CP Implementing dept. 9 Use Defining Object Information Keys The purpose of this activity is to define object information keys when create notification or order.4. make entries in the following data: ObjectInfo SM Reference Object Contract Select If contract Characteristics Select NotificatnsReco 7 CompletedNotifi 7 Processing days 10 Breakdowns repo 7 No. Detail screen.4. Access the activity using one of the following navigation options: Transaction Code IMG Menu SPRO Plant Maintenance and Customer Service Maintenance and Service Processing Maintenance and Service Notifications Notification Processing Response Time Monitoring Define Response Monitoring 2.10 © SAP AG Assigning Object Information Keys to Notification Page 25 of 63 .completed orders 7 No.3. 3. Procedure 1. 3. double click on the “SM”. Save your entries.days 0365 OutstandingNotif Select Completed notifctns Select Sel. 3. choose New Entries.Orders crea 7 No. overview screen. On the Change View “Response Time Monitoring for Notification Type”. 3.completed notifs Select Sel. Make new entries by maintaining in the following data: NotTyp Y1 Y2 Description Emerg Notification Service Notification Service Window SM SM Response Profile 0000000001 0000000001 4.days 0365 Automatically Select 4.SAP Best Practices E20 – Basic Configuration For MRO: Configuration Guide Procedure 1. On the Change View “Object info parameters”. Save your entries.3. On the Change View “Object info parameters”. Access the activity using one of the following navigation options: Transaction Code IMG Menu SPRO Plant Maintenance and Customer Service Maintenance and Service Processing Maintenance and Service Notifications Notification Processing Object Information Defining Object Information Keys 2. overview screen. On the Edit Catalog: Initial screen. On the Change View “Object Information Allocation to Notification”. 3. choose New Entries. 5. choose New Entries. In the Choose Activity dialog box. make the following entries: Code Group Short Text Status of code group © SAP AG Page 26 of 63 .4. make following entries. Procedure 1.3. On the New Entries: Overview of Add Entries screen. overview screen. then choose Enter. 3.11 Use Editing Catalog for Object Part Code The purpose of this activity is to edit catalog for object part code. Field Catalog Code Group User Action and Values B * Default Remarks 4. choose Edit Catalogs. On the Change View ”Code Groups”: Overview screen. Access the activity using one of the following navigation options: Transaction Code IMG Menu SPRO Plant Maintenance and Customer Service Maintenance and Service Processing Maintenance and Service Notifications Notification Creation Notification Content Maintain Catalogs 2. Make new entries by maintaining in the following data: Typ Y1 Y2 Notification Type Emerg Notification Service Notification ObjectInfo SM SM 4. Save your entries 3.SAP Best Practices E20 – Basic Configuration For MRO: Configuration Guide Types Use The purpose of this activity is to assign object information keys to notification types. Access the activity using one of the following navigation options: Transaction Code IMG Menu SPRO Plant Maintenance and Customer Service Maintenance and Service Processing Maintenance and Service Notifications Notification Processing Object Information Assigning Object Information Keys to Notification Types 2. Procedure 1. 7. choose New Entries. make following entries. On the Change View ”Code Groups”: Overview screen. In the Choose Activity dialog box. 5. Access the activity using one of the following navigation options: Transaction Code IMG Menu SPRO Plant Maintenance and Customer Service Maintenance and Service Processing Maintenance and Service Notifications Notification Creation Notification Content Maintain Catalogs 2.SAP Best Practices E20 – Basic Configuration For MRO: Configuration Guide Code Group YM1 Short Text E21 object part Status of code group Released 6. choose New Entries. make the following entries: Code 1 Short Text for code E21 damage 1 © SAP AG Page 27 of 63 . make the following entries. On the Edit Catalog: Initial screen. On the Change View “Codes”: Overview screen. Procedure 1. Choose Exit. 3. 8. On the New Entries: Overview of Add Entries screen. 10. Field Catalog Code Group User Action and Values C * Default Remarks 4. then choose Enter. On the Change View ”Codes ”: Overview Screen.12 Use Editing Catalog for Damage Code The purpose of this activity is to edit catalog for damage code. Then double click on the “Codes” on the left screen. Save your entries. choose Edit Catalogs. choose New Entries. On the New Entries: Overview of Add Entries screen. make the following entries: Code 1 2 Short Text for code E21 object part 1 E21 object part 2 9. 7. Code Group YM1 Short Text E21 damage 1 Status of code group Released 6. Then double click on the “Codes” on the left screen.4.3. 3. On the New Entries: Overview of Add Entries screen. 8. On the Change View “Code Groups”: Overview screen. In the Choose Activity dialog box. Choose Exit. 3. Field Catalog Code Group User Action and Values 5 * Default Remarks 4. 3. choose New Entries. Save your entries.4. 7. Procedure 1.13 Use Editing Catalog for Cause Code The purpose of this activity is to edit catalog for cause code. On the Edit Catalog: Initial screen. Choose Exit. make the following entries: Code Group YM1 Short Text E21 Causes Status of code group Released 6. then choose Enter. make the following entries: Code 1 2 Short Text for code E21 cause 1 E21 cause 2 9. choose New Entries. 8. 10.14 Use © SAP AG Defining Action Box for Notification Type Page 28 of 63 . choose Edit Catalogs.3. Save your entries.SAP Best Practices E20 – Basic Configuration For MRO: Configuration Guide Code 2 Short Text for code E21 damage 2 9. 10. On the Change View “Code”: Overview screen.3. On the New Entries: Overview of Add Entries screen.4. On the New Entries: Overview of Add Entries screen. Then double click on the “Codes” on the left screen. 3. make following entries. Access the activity using one of the following navigation options: Transaction Code IMG Menu SPRO Plant Maintenance and Customer Service Maintenance and Service Processing Maintenance and Service Notifications Notification Creation Notification Content Maintain Catalogs 2. 5. Make the following entries: Field name Function Notifictn Type Sort Number Documentation Function module Bus. Make the following entries: Field name Function Notifictn Type Sort Number Documentation Function module Icon Quick Info Code group Code Task 8. Repeat step 5. choose Define Follow-Up Functions (Generated Tasks/Activities) 3. On the Change view “Activities”: Details screen. Choose Save and Back. choose the entry Y1. Procedure 1. On the Change View “Notification Type”: Overview screen. Access the activity using one of the following navigation options: Transaction Code IMG Menu SPRO Plant Maintenance and Customer Service Maintenance and Service Processing Maintenance and Service Notifications Notification Processing Additional Functions Defining Action Box 2. In the Choose Activity dialog box. 5. 9. 6. double-click the Activities folder. On the left screen area. 10. choose New Entries. 4.SAP Best Practices E20 – Basic Configuration For MRO: Configuration Guide The purpose of this activity is to define action box for notification. Transaction Icon User Action and Values 0050 Y1 500 As task QM06_FM_TASK_RMA_ORDER_CREATE PMMB ICON_CREATE User Action and Values 0040 Y1 400 As task QM06_FM_TASK_CREATE_QM_NOTIFIC ICON_CREATE Create Quality Notification PM1 1 TS20000304 © SAP AG Page 29 of 63 . Make the following entries: Field name Function Notifictn Type Sort Number Documentation Function module Icon Quick Info Code Group Code 14.SAP Best Practices E20 – Basic Configuration For MRO: Configuration Guide Field name Quick Info Code group Code 11. Choose Save and Back. 13. 12. Repeat step 5. Make the following entries: User Action and Values Create Repair Order QM-G1 0014 User Action and Values 0060 Y1 10 As activity QISD_SOLUTION_DATABASE ICON_HINT Solution Database PM1 1 User Action and Values 0070 Y1 20 As task QM06_FM_TASK_FINAL_REPLY_2 ICON_MAIL Send Final Notice QM-G1 0012 QM06_SEND_REPLY_STEP2 © SAP AG Page 30 of 63 . Repeat step 5. Make the following entries: Field name Function Notifictn Type Sort Number Documentation Function module Icon Quick Info Code Group Code PM when saving 17. 15. 16. Repeat step 5. Choose Save and Back. 18. Choose Save and Back. 19. Choose Save and Back. Repeat step 5.SAP Best Practices E20 – Basic Configuration For MRO: Configuration Guide Field name Function Notifictn Type Sort Number Documentation Function module Icon Quick Info Code Group Code 20. 24. Make the following entries: Field name Function Notifictn Type Sort Number Documentation Function module Icon Quick Info User Action and Values 0010 Y1 10 As activity QM06_FA_ACTION_INTERNAL_NOTE_ ICON_CREATE_NOTE Create note PM1 1 User Action and Values 0200 Y1 200 As activity QM06_FA_ACTION_TELEPHONCALL_2 ICON_PHONE Log Telephone Call PM1 1 User Action and Values 0300 Y1 300 As task QM06_FM_TASK_SEND_PAPER ICON_MAIL Send Confirmation of Receipt © SAP AG Page 31 of 63 . Make the following entries: Field name Function Notifictn Type Sort Number Documentation Function module Icon Quick Info Code group Code 23. Repeat step 5. 21. 22. Choose Save and Back. 25. Repeat step 2 to 3 for Y2. On the New Entries :Details of Added Entries screen. Choose Save and Back. 32. On the left screen area. 29. Choose Save and Back. 30. Repeat step 29 36. choose New Entries. Make the following entries: Field name Function Notifictn Type Sort Number Documentation Function module Icon Quick Info 34. double-click the Activities folder. Make the following entries: Field name Function User Action and Values 0030 User Action and Values 0020 Y2 2 As activity QM06_FA_ACTION_TELEPHONCALL_2 ICON_PHONE Log telephone call User Action and Values 0010 Y2 1 As task QM06_FA_ACTION_INTERNAL_NOTE_2 ICON_CREATE_NOTE Create note PM1 1 © SAP AG Page 32 of 63 . make the following entries: Field name Function Notifictn Type Sort Number Documentation Function module Icon Quick Info Code group Code 31. User Action and Values PM1 1 QM06_SEND_PAPER_STEP2 28. Repeat step 29. 33. On the Change view “Activities”: Details screen.SAP Best Practices E20 – Basic Configuration For MRO: Configuration Guide Field name Code Group Code FM when saving 26. 35. Choose Save and Back. 27. 42. Choose Save and Back.SAP Best Practices E20 – Basic Configuration For MRO: Configuration Guide Field name Notifictn Type Sort Number Documentation Function module Icon Quick Info Code Group Code 37. 38. Make the following entries: Field name Function Notifictn Type Sort Number Documentation Function module Bus. Choose Save and Back.tranaction Icon Quick Info Code Group User Action and Values Y2 3 As task QM06_FM_TASK_CONFIRM_REPLY_2 ICON_MAIL Send confirmation of receipt PM1 1 User Action and Values 0040 Y2 4 As task QM06_FM_TASK_CREATE_QM_NOTIFIC ICON_CREATE Create quality notification PM1 1 User Action and Values 0050 Y2 5 As task QM06_FM_TASK_RMA_ORDER_CREATE PMMB ICON_CREATE Create repair order QM-G1 © SAP AG Page 33 of 63 . 41. Repeat step 29. Repeat step 29 39. Make the following entries: Field name Function Notifictn Type Sort Number Documentation Function module Icon Quick Info Code Group Code 40. SAP Best Practices E20 – Basic Configuration For MRO: Configuration Guide Field name Code 43. 45. 48. Repeat step 29.4. Choose Save and Back. 47. 44. Choose Save and Back. Access the activity using one of the following navigation options: © SAP AG Page 34 of 63 .15 Use Defining Transaction Start Values The purpose of this activity is to define transaction start values. Repeat step 29. User Action and Values 0014 User Action and Values 0060 Y2 10 As activity QISD_SOLUTION_DATABASE ICON_HINT Solution Database User Action and Values 0070 Y2 20 As task QM06_FM_TASK_FINAL_REPLY_2 ICON_MAIL Send final notice QM-G1 0012 QM06_SEND_REPLY_STEP2 3. Make the following entries: Field name Function Notifictn Type Sort Number Documentation Function module Icon Quick Info 46. Procedure 1. Choose Save and Back.3. Make the following entries: Field name Function Notifictn Type Sort Number Documentation Function module Icon Quick Info Code Group Code FM when saving 49. On the Change View “Start Values of the transactions for notifications”: Overview screen. Save your entries. choose New Entries. 3. double click on the transaction code IW51. Access the activity using one of the following navigation options: Transaction Code IMG Menu SPRO Plant Maintenance and Customer Service → Maintenance and Service Processing → Maintenance and Service Orders → General Data → Define Accounting Indicator 2.2 Use Assigning Picking Locations The purpose of this activity is to assign picking locations.3. Accounting indicator desc BPIM 100% GOODWILL Under ctr/no warranty No ctr/ warranty 3. Save your entries. Access the activity using one of the following navigation options: Transaction Code IMG Menu SPRO Logistics Execution → Shipping → Picking → Determine Picking Location → Assign Picking Locations © SAP AG Page 35 of 63 . Procedure 1. On the Change View “Maintenance interface for accounting indicator” Overview screen.5 3. 4.5.SAP Best Practices E20 – Basic Configuration For MRO: Configuration Guide Transaction Code IMG Menu SPRO Plant Maintenance and Customer Service Maintenance and Service Processing Maintenance and Service Notifications Notification Creation Notification type Define Transaction Start Values 2.3.3. 3. Procedure 1. Enter “Y1” in Notification type field. Make the following entries: AInd 02 03 04 4. 3.5.1 Use Service Order Defining Accounting Indicator The purpose of this activity is to define accounting indicator. 3. Save your entries.SAP Best Practices E20 – Basic Configuration For MRO: Configuration Guide 2. choose order type SM01 and choose Copy as…. User Action and Values BP01 BP01 0003 3. On the Change View “Picking Location Determination” Overview screen.3. Access the activity using one of the following navigation options: Transaction Code IMG Menu SPRO Plant Maintenance and Customer Service → Maintenance and Service Processing → Maintenance and Service Orders → Functions and Settings for Order Types → Configure Order Types 2. Procedure 1. 7.5. Field name Order Type Text 4. Choose Save and Back. Make the following settings.3 Use Configuring Order Types The purpose of this activity is to configure order types. On the Change View “Maintenance Order Types” Overview screen. 3. Description User Action and Values YM03 Service order (with revenues) IM Description User Action and Values YM02 Service order for no warranty Description User Action and Values YM01 Service order for warranty © SAP AG Page 36 of 63 . Choose Save and Back. choose order type SM02 and choose Field name Order Type Text Copy as…. choose New Entries. 5. On the Change View “Maintenance Order Types” Overview screen. Repeat step 2 to 3 and make the following settings: Field name Order Type Text 6. Make the following entries: Field name ShPt Plnt SLoc 4. 4 Use Credit Limit Checks. Make the following entries: Field name OrType DIP Profil 12.SAP Best Practices E20 – Basic Configuration For MRO: Configuration Guide 8. 13. Sales Document Types for Service Orders 2. Save your entries. choose the order type SM01 and choose Copy as….3. Repeat step 2. choose the order type SM02 and choose Copy as…. Choose Back. sales document types for service orders. 6. Access the activity using the following navigation options: Transaction Code IMG Menu SPRO Plant Maintenance and Customer Service Maintenance and Service Processing Maintenance and Service Orders Functions and Settings for Order Types Credit Limit Checks. Description Order Type DIP Profile User Action and Values YM03 CS_IM1P © SAP AG Page 37 of 63 . 3. Save your entries. Choose Save and Back. Make the following entries: Field name OrType DIP Profil 4. 10. Choose Back. Description Order Type DIP Profile User Action and Values YM02 CS_IMIP Description Order Type DIP Profile User Action and Values YM01 CS_IMC01 11. 7. On the Change view “Service order indicator”: Overview screen. Save your entries. 5. Sales Document Types for Service Orders The purpose of this activity is to define credit limit checks. Choose Back. Procedure 1. Make the following entries: Field name OrType DIP Profil 8. 9. On the Change view “Service order indicator”: Overview screen. 3.5. 3. choose New Entries. On the Change View “Valid Order Types By Planning Plant”: Overview screen. Make the following entries: Planning Plant 0001 Norm.5. Procedure 1. Access the activity using one of the following navigation options: Transaction Code IMG Menu SPRO Plant Maintenance and Customer Service → Maintenance and Service Processing → Maintenance and Service Orders → General Data → Define Default Values for Units for Operation 2. Make the following entries: PlPl BP01 BP01 BP01 Name 1 Werk BP01 Werk BP01 Werk BP01 Type YM01 YM02 YM03 Order Type text Service order for warranty Service order for no warranty Service order (with revenues) IM 4. H h Unit text Unit for work H h Unit for text © SAP AG Page 38 of 63 .5.SAP Best Practices E20 – Basic Configuration For MRO: Configuration Guide 3. Procedure 1. choose New Entries. 3.6 Use Defining Default Values for Units for Operation The purpose of this activity is to define default values for units for operation in order. Save your entries. 3.3. On the Change View “Valid Order Types By Planning Plant”: Overview screen.duratn un. Access the activity using one of the following navigation options: Transaction Code IMG Menu SPRO Plant Maintenance and Customer Service → Maintenance and Service Processing → Maintenance and Service Orders → Functions and Settings for Order Types → Assign Order Types to Maintenance Plants 2.5 Use Assigning Order Types to Maintenance Plants The purpose of this activity is to assign order types to maintenance plants.3. Procedure 1. 3. 3. Procedure 1. On the Change View “Valid Order Types By Planning Plant”: Overview screen. Save your entries.7 Use Defining Documentation for Goods Movement for the Order The purpose of this activity is to define documentation for goods movement for the order. Access the activity using one of the following navigation options: Transaction Code IMG Menu SPRO Plant Maintenance and Customer Service → Maintenance and Service Processing → Maintenance and Service Orders → Functions and Settings for Order Types → Goods Movement for Order → Define Documentations for Goods Movements for the Order 2.5. Access the activity using one of the following navigation options: Transaction Code IMG Menu SPRO Plant Maintenance and Customer Service → Maintenance and Service Processing → Maintenance and Service Orders → Functions and Settings for Order Types → Costing Data for Maintenance Orders → Assign Costing Parameters and Results Analysis Keys © SAP AG Page 39 of 63 .5. Save your entries.8 Use Assigning Costing Parameters and Results Analysis Keys The purpose of this activity is to assign costing parameters and results analysis keys to service order.3.3. make the following entries: Plnt BP01 BP01 BP01 Type YM01 YM02 YM03 PurchOrder Select Select Select PIGoodsIss Select Select Select UnplGdsIss Select Select Select 3.SAP Best Practices E20 – Basic Configuration For MRO: Configuration Guide 4. Field name Planned var.3.calc. YM01. Overview screen. choose the entries in the table below and follow the procedure described in steps 3 and 4: Plnt BP01 BP01 BP01 Name 1 Werk BP01 Werk BP01 Werk BP01 Type YM01 YM02 YM03 Description of order type Service order for warranty Service order for no warranty Service order (with revenues) IM 3.SAP Best Practices E20 – Basic Configuration For MRO: Configuration Guide 2. YM02 and YM03. Repeat steps 2 . Choose Details and make the following settings. Choose New Entries.5. 3. Ordcat. Choose Save and Back. On the Change view “Calculation Parameters for MaintOrders”: Overview screen. Access the activity using one of the following navigation options: Transaction Code IMG Menu SPRO Plant Maintenance and Customer Service → Maintenance and Service Processing → Completion Confirmations → Define Control Parameters for Completion Confirmations 2. Procedure 1. 5.cal Actual var.9 Use Defining Control Parameters for Completion Confirmations The purpose of this activity is to define control parameters for completion confirmations. On the Change view “Confirmation Parameters”. Save your entries.4 for Ordcat. 6. Description User Action and Values PM01 PM01 3. choose plant BP01. 4. © SAP AG Page 40 of 63 . Make the following settings: Order Type YM01 Field name Propose Dates Propose Activities YM02 Propose Dates Propose Activities All components Actual costs Goods movement YM03 Propose Dates Propose Activities 5. Save your entries.5. choose Status Profile YMYM01 and choose Detail. Procedure 1.10 Use Defining Status Profile The purpose of this activity is to define user status profiles for order. 4. Status INIT YMER YMCA YMFI YMFR YMRE Short Text Initial (no cost estimate) Cost estimate required Cost entered Cost estimate finished Cost estimate released Cost estimate rejected Init. Access the activity using one of the following navigation options: Transaction Code IMG Menu SPRO Plant Maintenance and Customer Service → Maintenance and Service Processing → Maintenance and Service Orders → General Data → User Status for Orders → Define Status Profile 2. 3.Status Select Lowest Status No 1 2 3 4 5 6 Highest Status No 6 6 6 6 6 6 © SAP AG Page 41 of 63 . choose Define User Status Profile or Orders.SAP Best Practices E20 – Basic Configuration For MRO: Configuration Guide 4. Make the following settings. On the Change Status Profile Overview screen. On the Choose Activity screen.3. Value Select Select Select Select Select Select Select Select Select 3. Field name Type Ref. Make the following settings.5.SAP Best Practices E20 – Basic Configuration For MRO: Configuration Guide 5. Procedure 1. Choose Save and Back. choose New Entries.11 Defining Proposed Reference Time for Technical Completion Use The purpose of this activity is to define proposed reference time for technical completion of order.3. Description User Action and Values YM01 2 3. On the Change View “Proposed reference time for order completion”. Choose Save and Back.time 4. Access the activity using one of the following navigation options: Transaction Code IMG Menu SPRO Plant Maintenance and Customer Service → Maintenance and Service Processing → Maintenance and Service Orders → Functions and Settings for Order Types → Maintenance Activity Type → Assign Valid Maintenance Activity Types to Maintenance Order Types © SAP AG Page 42 of 63 . 3. Overview screen. 3. Procedure 1.5.12 Assigning Valid Maintenance Activity Types to Maintenance Order Types Use The purpose of this activity is to assign valid maintenance activity types to maintenance order types. Access the activity using one of the following navigation options: Transaction Code IMG Menu SPRO Plant Maintenance and Customer Service → Maintenance and Service Processing → Maintenance and Service Orders → Functions and Settings for Order → Define Proposed Reference Time for Technical Completion 2.3. On the Change View “Assignment of Partner Determination Procedure to Order” Overview screen. Make the following settings. On the Choose Activity screen. Access the activity using one of the following navigation options: Transaction Code IMG Menu SPRO Plant Maintenance and Customer Service → Maintenance and Service Processing → Maintenance and Service Orders → Partner → Define Partner Determination Procedure and Partner Functions 2. On the Choose view “Valid Maintenance Activity Types for Each Order Type” screen. 3. 6. choose New Entries. Choose Save and Back.SAP Best Practices E20 – Basic Configuration For MRO: Configuration Guide 2. 3.3. © SAP AG Page 43 of 63 . Repeat step 3 and make the following settings: Field name Description User Action and Values Description Order Type User Action and Values YM01 Service order for warranty Copy as…. Make the following settings. Field name OrTyp Description 5. Type YM01 YM01 YM01 YM02 YM02 YM02 YM03 YM03 YM03 Order type text Service order for warranty Service order for warranty Service order for warranty Service order for no warranty Service order for no warranty Service order for no warranty Service order (with revenues) IM Service order (with revenues) IM Service order (with revenues) IM MAT 001 002 003 001 002 003 001 002 003 MAT Description Inspection Preventive maintenance Repair Inspection Preventive maintenance Repair Inspection Preventive maintenance Repair 4.13 Defining Partner Determination Procedure and Partner Functions Use The purpose of this activity is to define partner determination procedure and partner functions for service order. choose order type SM01 and choose 4. choose Assign Partner Determination Procedure to Order. Procedure 1. 3.5. Choose Save and Back. Field name Order Type 4.Order Type SM01 and choose 3. Choose Save and Back. 3. choose Plant BP01. Make the following settings. Make the following settings. choose order type SM02 and choose 9. Make the following settings: Field name OrTyp Description 10. 6. On the Change View “Specify scheduling parameters Overview screen. Procedure 1. Field name Order Type 8. Access the activity using one of the following navigation options: Transaction Code IMG Menu SPRO Production → Capacity Requirement Planning → Operations → Scheduling → Define Scheduling Parameters for Maintenance Orders 2. Description User Action and Values YM01 Copy as…. Description User Action and Values YM03 Copy as…. © SAP AG Page 44 of 63 . Description Order Type User Action and Values YM02 Service order for no warranty 8.3.14 Defining Scheduling Parameters for Maintenance Orders Use The purpose of this activity is to define scheduling parameters for maintenance orders. On the Change View “Specify scheduling parameters Overview screen. Choose Save and Back. choose Plant BP01.SAP Best Practices E20 – Basic Configuration For MRO: Configuration Guide Field name OrTyp Description 7.5. On the Change View “Assignment of Partner Determination Procedure to Order” Overview screen. Repeat step to 4 just make the order type to YM02.Order Type SM02 and choose 7. Choose Save and Back. Choose Save and Back. 5. Description Order Type User Action and Values YM03 Service order (with revenues) IM Copy as…. Access the activity using one of the following navigation options: Transaction Code IMG Menu OION Plant Maintenance and Customer Service → Maintenance and Service Processing → Maintenance and Service Orders → Functions and Settings for Order Types Configure Number Ranges © SAP AG Page 45 of 63 . On the Assign G/L Accounts screen. 3.5. Procedure 1. Choose Save and Back.3.15 Use Maintaining Account Determination The purpose of this activity is to maintain account determination for sales revenue. App v v CndTy. Make the following settings. 3. KOFK KOFK Chart of Accounts IKR IKR SOrg.5. Procedure 1. choose Description account key.16 Manual Activity: Defining Number range for order type Use The purpose of this activity is to define number range for service order. Access the activity using one of the following navigation options: Transaction Code IMG Menu SPRO Sales and Distribution → Basic Functions → Account Assignment/Costing → Revenue Recognition → Maintain Account Determination 2. 4. On the Choose Activity screen. BP01 BP01 ActKy ERL ERS G/L Account No. choose Assign G/L accounts for revenue and deferred revenues.3.SAP Best Practices E20 – Basic Configuration For MRO: Configuration Guide 3. 500000 500100 5. 3.3. Mark the Modules group. On the Order number ranges screen. Repeat step 2 to 5 for YM02 and YM03. 3. Access the activity using one of the following navigation options: Transaction Code IMG Menu SPRO Plant Maintenance and Customer Service Maintenance and Service Processing Maintenance and Service Notifications Notification Creation Notification Types Assign Notification Types to Order Types 2.5.17 Use Assigning Notification Types to Order Types The purpose of this activity is to assign notification type to order type. Save your entries 6.18 Defining Order Types and Special Notification Parameters Use The purpose of this activity is to define order types and special notification parameters. overview screen. Click on YM01 which under Not assigned. Procedure 1. Access the activity using one of the following navigation options: Transaction Code IMG Menu SPRO Plant Maintenance and Customer Service Maintenance and Service Processing Maintenance and Service Notifications Notification Creation Notification Types Define Order Types and Special Notification Parameters © SAP AG Page 46 of 63 .3. 3. Procedure 1. On the Change View “Order Type by Notification Type”. choose Maintain Groups (F6).5. Make new entries by maintaining in the following data: Typ Y1 Y2 Application 03 03 Notification Type Emerg Notification Service Notification Type YM01 YM02 Order type text Service order for warranty Service order for no warranty 4. 5. choose select element (F2). choose New Entries. Save your entries. 3. 4. choose Assign Element/group(F5).SAP Best Practices E20 – Basic Configuration For MRO: Configuration Guide 2. requir ement ChR SM Checking Rule Service checking rule Include Safety stock Select Incl. overview screen.PRTs and Capacities Define Scope of Check 2.purchase orders Select Incl. choose New Entries. Access the activity using one of the following navigation options: Transaction Code IMG Menu SPRO Plant Maintenance and Customer Service Maintenance and Service Processing Maintenance and Service Orders Functions and Settings for Order Types Availability Check for Material .stock in transfer Select Incl. Make new entries by maintaining in the following data: AV 02 Description Individ.stock Select Incl.dependnet reps Select Include reservations Select Include sales reqmpts Select Include deliveries Select Check without RLT Select Incl. On the Change View “Special Parameters for Service Notifications”. choose New Entries. Make new entries by maintaining in the following data: Typ Notification Type Sales doc.5. Procedure 1. Procedure © SAP AG Page 47 of 63 . overview screen.20 Use Defining Inspection Control The purpose of this activity is to define material availability check control for service order. 3.notificat.purcha se order Select Incl.5. 3.3.19 Use Defining Scope of Check The purpose of this activity is to define scope of check for functional location and equipment.quality insp.ship. 3. Save your entries 3. Checking period:GR 000 Select 4. Save your entries.3. type Order Type YM01 RE YM02 Applica tion 03 03 Automatic contract determination Select Select Early No. On the Change View “Availability Check Control”.Assignment Select Select Y1 Y2 Emerg Notification Service Notification 4.SAP Best Practices E20 – Basic Configuration For MRO: Configuration Guide 2. SAP Best Practices E20 – Basic Configuration For MRO: Configuration Guide 1. Access the activity using one of the following navigation options: Transaction Code IMG Menu SPRO Plant Maintenance and Customer Service Maintenance and Service Processing Maintenance and Service Orders Functions and Settings for Order Types Availability Check for Material ,PRTs and Capacities Define Inspection Control 2. On the Change View “Order Control”; overview screen, choose New Entries. 3. Make new entries by maintaining in the following data: Plant BP01 BP01 Description Werk bp01 Werk bp01 Type YM01 YM02 Business Function 2 2 Checking Rule SM SM Material Release 2 2 PRT availability No check No check Capacity availability No check No check 4. Save your entries. 3.3.5.21 Use Defining Notification and Order Integration The purpose of this activity is to define notification and order integration. Procedure 1. Access the activity using one of the following navigation options: Transaction Code IMG Menu SPRO Plant Maintenance and Customer Service Maintenance and Service Processing Maintenance and Service Orders Functions and Settings for Order Types Define Notification and Order Integration 2. On the Change View “Maintain notification data in the order header”; overview screen, choose New Entries. 3. Make new entries by maintaining in the following data: Order Type YM01 YM02 YM03 4. Save your entries. Notif.type Y1 Y2 Y3 3.3.5.22 Defining Default Values for Component Item Categories Use The purpose of this activity is to define default values for component item categories. Procedure © SAP AG Page 48 of 63 SAP Best Practices E20 – Basic Configuration For MRO: Configuration Guide 1. Access the activity using one of the following navigation options: Transaction Code IMG Menu SPRO Plant Maintenance and Customer Service Maintenance and Service Processing Maintenance and Service Orders General Data Define Default Values for Component Item Categories 2. On the Change View “Item category default values for component assignment”; overview screen, choose New Entries. 3. Make new entries by maintaining in the following data: Mat.type HIBE HALB FERT ERSA 4. Save your entries. Plnt BP01 BP01 BP01 BP01 ItemCategory L L L L 3.3.6 3.3.6.1 Use Maintenance Plan Defining Number Ranges for Maintenance Plans The purpose of this activity is to define number ranges for maintenance plan. Procedure 1. Access the activity using one of the following navigation options: Transaction Code IMG Menu IP20 Plant Maintenance and Customer Service Maintenance Plans, Work Centers, Task Lists and PRTs Maintenance Plans Define Number Ranges for Maintenance Plans 2. On the Maintenance plan number screen, choose Maintain Groups (F6). 3. Click on OC which under Not assigned, choose select element (F2). 4. Mark the Maintenance plan number group, choose Assign Element/group (F5) 5. Save your entries. 3.4 Contract 3.4.1 Use The purpose of this activity is to define contract profiles for sales contract. Defining Contract Profiles Procedure © SAP AG Page 49 of 63 SAP Best Practices E20 – Basic Configuration For MRO: Configuration Guide 1. Access the activity using one of the following navigation options: Transaction Code IMG Menu SPRO Sales and Distribution → Sales → Sales Documents → Contracts → Contract Data → Define Contract Profiles 2. On the Change View “Maintenance of Profile for Contract Data;” Overview screen, choose YM01, and choose New Entries. 3. Make the following settings. Field name Contract prof. Contract start rule Contract end rule Val.period.category Cancellation proced. Action Action date rule 4. Choose Save and Back. Description User Action and Values YM01 01 08 02 0001 0004 19 3.4.2 Use Defining Sales Document Types for Contract The purpose of this activity is to define a new sales document type for service contract. Procedure 1. Access the activity using one of the following navigation options: Transaction Code IMG Menu SPRO Sales and Distribution Sales Sales Documents Document Header Define Sales Document Types Sales 2. On the Change View “Maintain Sales Order Types”; overview screen, choose the sales type WV and choose Copy as…. 3. Make the following entries: Field name Sales document type Contract Profile 4. Choose Save and Back. 5. On the Change View “Maintain Sales Order Types”: Overview screen, choose the sales type GK and choose Copy as…. Description User Action and Values YMV YM01 6. Make the following entries: Field name Description User Action and Values Note © SAP AG Page 50 of 63 SAP Best Practices E20 – Basic Configuration For MRO: Configuration Guide Sales document type Contract Profile 7. Save the changes. overview screen. Description User Action and Values 07 1 4 Description User Action and Values 07 3 3 A 3. Access the activity using one of the following navigation options: Transaction Code IMG Menu SPRO Sales and Distribution for Determining Types Billing Billing Plan Define Rules 2.4 Use Defining Billing Plan Types The purpose of this activity is to define billing plan types. On the Change View “Maintain Sales Order Types”: Overview screen. 3. Make the following entries: Field name Baseline date Time period Time unit Last of month 4. On the Change View “Rule Table for Date Determination”. Choose Save and Back. Choose Save and Back. Make the following entries: Field name Baseline date Time period Time unit 7. Procedure 1. Procedure © SAP AG Page 51 of 63 . choose the rule YH and choose New Entries.3 Use Defining Rules for Determining Types The purpose of this activity is to define a new sales rule for determination types. 6.4. 5.4. YMGK 0002 3. choose the sales type YQ and choose New Entries. Choose Save and Back. 9. Choose Save and Back. Make the following entries: Field name Start date Description User Action and Values 13 Description User Action and Values 13 14 52 11 09 50 X Select 0002 Description User Action and Values 13 14 52 11 09 YH X Select 0002 © SAP AG Page 52 of 63 . overview screen.SAP Best Practices E20 – Basic Configuration For MRO: Configuration Guide 1.date Online order In advance FCode-OverScrn 7. Make the following entries: Field name Start date End date Horizon Dates from Dates until Next bill. 6. Make the following entries: Field name Start date End date Horizon Dates from Dates until Next bill. 3. overview screen. On the Change View “Maintain Billing Plan Types for Periodic Billing”.date Online order In advance FCode-OverScrn 4. On the Change View “Maintain Billing Plan Types for Periodic Billing”. choose the BillPlanTy Y3 and choose New Entries. On the Change View “Maintain Billing Plan Types for Periodic Billing”. 5. overview screen. choose the BillPlanTy Y2 and choose New Entries. choose the BillPlanTy Y1 and choose New Entries. 8. Access the activity using one of the following navigation options: Transaction Code IMG Menu SPRO Sales and Distribution Plan Types Billing Billing Plan Define Billing 2. Procedure © SAP AG Page 53 of 63 . On the Display View “Header”. Choose Save and Back.date Online order In advance FCode-OverScrn 10. 3.SAP Best Practices E20 – Basic Configuration For MRO: Configuration Guide Field name End date Horizon Dates from Dates until Next bill. Procedure 1. Choose Save and Back. choose Tgt FV Source YMV.5 Use Maintaining Copying Control from Contract to Billing Documents The purpose of this activity is to maintain copying control for billing documents.4.4. 4.6 Use Defining and Assigning Date Categories The purpose of this activity is to define and assign date categories for billing plan. Description User Action and Values 002 000 3. and choose the Item folder on the left area. Overview screen. On the Choose Activity screen. choose Copying Control: sales documents to billing document. Description User Action and Values 14 52 11 09 YQ X Select 0002 3. Access the activity using one of the following navigation options: Transaction Code IMG Menu SPRO Sales and Distribution Billing Billing Documents Maintain Copying Control for Billing Documents 2. Make the following entries: Field name Copying requirements Data VBRK/VBRP 5. Make the following entries: Field name Bill Plan Type DCat Date category 5. 3. 3.SAP Best Practices E20 – Basic Configuration For MRO: Configuration Guide 1. choose New Entries. On the Choose Activity screen. On the Change View “Maintain Date Category for Billing Plan Type” Overview screen.4. choose Maintain Date Category for Billing Plan Type. choose BillPlanTy 02 and choose 4. Repeat step 3 to 5 to make the settings for Y2 and Y3. Procedure 1. On the Change View “Group Referencing Requirement: Sales Document Type” Overview screen. Access the activity using one of the following navigation options: Transaction Code IMG Menu SPRO( or OVBJ) Sales and Distribution Billing Assign Date Categories Billing Plan Define and 2. Access the activity using one of the following navigation options: Transaction Code IMG Menu SPRO Sales and Distribution → Sales → Sales Documents → Contracts → Master Contract → Define Referencing Requirements → Define Reference Sales Documents Types 2.7 Use Defining Reference Sales Documents Types The purpose of this activity is to define reference sales documents types. Make the following settings. Field name TarDoc Description Source Description Description User Action and Values YMV Contract service IM YMGK Master Contract IM © SAP AG Page 54 of 63 . Choose Save and Back. Description for Date Category Description User Action and Values Y1 01 BPIM Copy as…. 6. 3. Access the activity using one of the following navigation options: Transaction Code IMG Menu SPRO Logistics General Business Partner Customers Control Define and Assign Customer Number Ranges 2. SPRO Sales and Distribution → Basic Functions → Pricing → Pricing Control → Define and Assign Pricing Procedures On the Change Activity screen.5. 3. choose Assign Number Ranges to Account Groups. Make the following settings: Field name DoPr Description Description User Action and Values J Standard IM 4. On the Change View ”Assign Customer Acc.2 Use Defining Document Pricing Procedures The purpose of this activity is to define document pricing procedure. Access the activity using one of the following navigation options: Transaction Code IMG Menu 2.5 Sales and Distribution 3. Groups Number Range”: Overview screen. 3. Group 0001 Name Sold-to party Number range XX 4. 3. make following entries. choose Defining document pricing procedure. Choose Save and Back.1 Use The purpose of this activity is to define number range or customer. Defining and Assigning Customer Number Ranges Procedure 1. Procedure 1. 3. Choose Save and Back. Save your entries. In the Choose Activity dialog box. © SAP AG Page 55 of 63 .SAP Best Practices E20 – Basic Configuration For MRO: Configuration Guide 4.5. On the Change View “Maintain Sales Order Types”: Overview screen. On the Change View “Maintain Sales Order Types”. choose New Entries. Procedure 1. Note 3. 5. choose the sales type RE and choose Copy as…. Access the activity using one of the following navigation options: Transaction Code IMG Menu SPRO Sales and Distribution Sales Sales Documents Document Header Define Sales Document Types Sales 2. Make the following entries: Order reason R Description © SAP AG Page 56 of 63 .3 Use Defining Sales Document Types The purpose of this activity is to define a new sales document type for service processing. Make the following entries: Field name Sales document type Description User Action and Values YMRE Returns IM 7.5. FOR IM 4. On the Change View “Sales Documents: Order Reasons”: Overview screen.4 Use Defining Order Reasons The purpose of this activity is to define order reasons for sales document. Make the following entries: Field name Sales document type Description User Action and Values YMVV ORDER/QT. choose the sales type OR and choose Copy as….SAP Best Practices E20 – Basic Configuration For MRO: Configuration Guide 3. Save the changes. Access the activity using one of the following navigation options: Transaction Code IMG Menu SPRO Sales and Distribution Sales Sales Documents Document Header Define Order Reasons Sales 2. Choose Back.5. 3. overview screen. 3. Procedure 1. Note 6. SAP Best Practices E20 – Basic Configuration For MRO: Configuration Guide 400 401 4. Make the following entries: Field name Item Category Description User Action and Values YMAN Standard Item IM Billing Relevance Pricing Business Item Sched. On the Change View “Maintain Item Categories”: Overview screen.5.6 Use Defining Item Category Groups The purpose of this activity is to define item category groups in material master. Procedure © SAP AG Page 57 of 63 .5.Grp 4. Procedure 1.Stats.Relevant Determine cost PartnerDetermProced. Choose Save. 1 1 No warranty Warranty 3. A X Select Select Select Select N 01 1 N Note 3. Access the activity using one of the following navigation options: Transaction Code IMG Menu SPRO Sales and Distribution Sales Sales Documents Sales Document Sales Document Item Define Item Categories 2. choose New Entries. TextDetermProcedure Item Cat.Group Screen Seq. Choose Save.5 Use Defining Item Categories The purpose of this activity is to define item categories.Line Allowed Wght/Vol. 3. Access the activity using one of the following navigation options: Transaction Code IMG Menu SPRO Sales and Distribution Sales Sales Documents Document Item Define Item Category Groups Sales 2. On the Choose Activity screen.8 Use Defining Pricing Procedure The purpose of this activity is to define pricing procedure.5. Procedure 1. Enter the following data: Field name ItCGr Description 4. 5. 3.5. Access the activity using one of the following navigation options: Transaction Code IMG Menu SPRO Sales and Distribution Billing Blocking Reason for Billing Billing Documents Define 2. 3. choose New Entries. choose Billing: Blocking Reasons. Procedure 1. Make the following entries: Field name Block Billing block desc. Choose Save. Description User Action and Values YMLE Service w/o delivery Note 3. On the Change View “Materials: Item Category Groups in Material Master”: Overview screen. On the Change View “Billing: Blocking Reasons”: Overview screen. Choose Save.7 Use Defining Blocking Reason for Billing The purpose of this activity is to define blocking reason for billing. 4. Access the activity using one of the following navigation options: Transaction Code IMG Menu SPRO Sales and Distribution Pricing Assign Pricing Procedure Pricing Control Define and © SAP AG Page 58 of 63 . choose New Entries.SAP Best Practices E20 – Basic Configuration For MRO: Configuration Guide 1. Billing Block Description Description User Action and Values YM Rejected by customer 3. 4. choose YSER02 and choose Control Data folder on the left screen. On the Change View “Procedures”: Overview screen. 6. Make the following entries: Step Cntr 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 2 3 4 0 0 KBM1 K032 K005 K007 K004 K020 K029 K030 K031 RA01 RA00 RC00 RB00 CTyp EK01 AUFS PR00 PPAR PPAG PKAR Description Actual costs VKP Calcultn Surchrg Price Settlement Price Itm MatlGroup Price Item Settlement Price Hdr Gross Good will/guarantee Price Group/Material Customer/Materia l Customer Discount Material Price Group Material pricing grp Customer/Mat. Make the following entries: Field name Procedure Description Service BP expense settlement Service User action and values YMSER1 PSER01 5.Grp % Disc. choose New Entries. 8 Go back to the Change view “Procedures”: Overview screen.from Gross % Discount from net Quantity discount Discount (Value) Discount amount Net value for Item 101 29 9 X 2 100 X X X X X X X X X X X X X X 1 2 2 2 2 2 2 2 2 2 2 2 2 2 8 2 2 2 2 2 ERS ERS ERS ERS ERS ERS ERS ERS ERS ERS ERS ERS ERS Fro To Print SubTo Reqt AltCTy AltCBV ActKy ERL ERL ERL ERL ERL ERL 10 11 20 30 40 100 101 102 103 104 105 106 107 108 109 110 110 110 110 300 800 © SAP AG Page 59 of 63 . On the Choose Activity screen. Grp Price Grp/Mat. 3. choose Maintain Pricing Procedures.Pr.SAP Best Practices E20 – Basic Configuration For MRO: Configuration Guide 2.Pr. Access the activity using one of the following navigation options: Transaction Code IMG Menu 2. 4.SAP Best Practices E20 – Basic Configuration For MRO: Configuration Guide Step 910 920 930 Cntr 0 0 0 CTyp MWST Description Output tax Total Fro To Print SubTo Reqt 32 AltCTy AltCBV 16 ActKy MWS A 9 4 11 SKTO Cash discount 7. BP01 BP01 BP01 Dchl 02 02 02 Dv 01 01 01 DoPr J V V CuPP 1 1 2 PriPr. choose Define Pricing Procedure Determination. 3. Make the following settings.5. Choose Save and Back. Procedure 1.5.9 Use Assigning Pricing Procedures The purpose of this activity is to assign pricing procedure for sales document. YMSER1 YMSER1 YMSER1 Pricing Procedure Service BP expense set Service BP expense set Service BP expense set CTyp PR00 Condition Type Price 5. Procedure 1. Choose Save and Back. SPRO Sales and Distribution → Basic Functions → Pricing → Pricing Control → Define and Assign Pricing Procedures On the Change Activity screen. 3. On the Change View “Pricing Procedures: Determinations in Sales Docs” Overview. choose New Entries. Access the activity using one of the following navigation options: Transaction Code IMG Menu SPRO Sales and Distribution Sales Sales Documents Document Item Assign Item Categories Sales © SAP AG Page 60 of 63 .10 Use Assigning Item Categories The purpose of this activity is to assign item categories to sales document. SOrg. 3. On the Change View “Item Category Assignment”: Overview screen. On the Change View “Header”.group YMLE YMLE Item category REN TAN TAP TAQ TANN TAW DSI 4. change RE to YMRE 5. On the Choose Activity screen. Manual item cat 3. 4. 3.11 Use Maintaining Copy Control for Sales Documents The purpose of this activity is to maintain copy control for sales documents. On the New Entries: Details of Add Entries screen make the following entries: Field name Target sls doc type Source sls doc type DataT DataT General header data Header business data Description User Action and Values YMRE YMVV 051 101 DataT Copy requirements Partner header 001 001 Or copy OR to RE. Save your entries.type YMRE YMVV Item cat. Procedure 1. choose Copy Control: Sales Document to Sales Document. 3. choose New Entries. Overview screen. choose New Entries. Save your entries. Access the activity using one of the following navigation options: Transaction Code IMG Menu SPRO Sales and Distribution → Sales → Sales Documents → Maintain copy control for sales documents 2.5. change OR to YMVV. © SAP AG Page 61 of 63 . Make the following entries: Sales doc.SAP Best Practices E20 – Basic Configuration For MRO: Configuration Guide 2. On the New Entries: Details of Add Entries screen make the following entries: Field name Target Delivery type Source sls doc type Copy requirements Combination requirmt Header Data 4.System Business 7. Overview screen. Access the activity using one of the following navigation options: Transaction Code IMG Menu SPRO Logistics Execution → Shipping → Copy Control → Specify copy control for deliveries 2. Description User Action and Values YMAN 101 0 2 Description User Action and Values LF YMVV 001 051 001 3.5. Save your entries. choose New Entries.12 Use Specifying Copy Control for Deliveries The purpose of this activity is to specify copy control for deliveries. 3. On the Change View “Item”: Overview screen. 5.5. On the New Entries: Details of Add Entries screen make the following entries: Field name Item Category Item Data Item Ext. 6. Access the activity using one of the following navigation options: Transaction Code IMG Menu SPRO Sales and Distribution → Billing → Billing Documents → Maintain Copy Control for Billing Documents © SAP AG Page 62 of 63 . choose New Entries. Double click the Item folder on the left screen. On the Change View “Header”. Procedure 1. Procedure 1.SAP Best Practices E20 – Basic Configuration For MRO: Configuration Guide 3.13 Use Maintaining Copy Control for Billing Documents The purpose of this activity is to maintain copy control for billing documents. Make the following settings. Remove incompletion procedure make entry blank. choose New Entries. © SAP AG Page 63 of 63 . 3. 4. Access the activity using one of the following navigation options: Transaction Code IMG Menu 2.SAP Best Practices E20 – Basic Configuration For MRO: Configuration Guide 2. choose New Entries. 5. Overview screen. Double click the Item folder on the left screen. Choose Save and Back. In the Choose Activity dialog box. Save your entries. choose the Tgt F2 Source LF. FOR IM 4. SPRO Sales and Distribution → Basic Functions → Log of Incomplete Items → Assign Incompleteness Procedures On the Change View “Maintenance Order Types” Overview screen. choose Copy control: Delivery document to billing document. 3. On the Change View “Header”. 6. 5. On the New Entries: Details of Add Entries screen make the following entries: Field name Item Category Description User Action and Values YMAN Standard Item IM Copy requirements 004 Deliver-related item Data VBRK/VBRP 007 Inv. Field name Sa Ty Description Description User Action and Values YMVV ORDER/QT.Split (Rec/Div) Billing quantity Pricing type B G 7.14 Use Assigning Incompleteness Procedures The purpose of this activity is to assign incompleteness procedures.5. Procedure 1. 3. On the Change View “Item”: Overview screen.