Automotive Consulting Solution. Warranty Management - Fast Start

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1 Automotive Consulting Solution Warranty Management - Fast Start

2 Agenda 1. Benefit for the Customer 2. Description of the Function 3. The Function in the System 4. Technical Information 2

3 Customer Benefit Solution Proven solutions/services of SAP Automotive Consulting Solutions already running productive at several customers Solutions and documentation are available in German and English Cost Exact calculation of implementation cost. Implementation for fixed price 6 months of free follow up care operations for bug corrections starting at the date of installation within the development landscape. Afterwards chargeable consulting support starts No additional ongoing costs (i.e. maintenance cost) Time Prompt implementation possible Defined timeframe for implementation 3

4 Agenda 1. Benefit for the Customer 2. Description of the Function 3. The Function in the System 4. Technical Information 4

5 Warranty Management Fast Start Solution description The Warranty Management Fast Start contains all essentials for a quick and easy implementation of SAP Warranty Management (WTY). Ready-to-use established Warranty Management Process Includes warranty rules and checks, FI-posting, message issuing Predefined enhancement points for additional process blocks Complete authorization framework Roles for users, key users, developers Project accelerators Typical customer fields in standard structures Functional Enhancements Customizing utilities and tool reports Implementation guidelines and conventions 5

6 Warranty Management Fast Start ACS warranty process for inbound claims The ACS warranty process for inbound claims covers among others the following process steps: Claim creation ready to connect to dealer portal / inbound IDocs Determination of the reference object and enriching the claim with data from the object Checks on incoming and outgoing claim versions (IC / OC), master warranty check Message (credit note) issuing to claimant Posting to FI/CO and reversal Fast processing buttons and automatic processing Claim closure Return parts handling Supplier recovery Etc. Defined Add-On Points for additional processes Dealer portal Recall handling Authorization Claims 6

7 Warranty Management Fast Start Authorization Framework The authorization framework is a product of over 10 years of project experience. Specific roles for warranty clerks, key users, developers Roles can be individual for Countries Claim types (= process variants) Organizational data Extendable framework 7

8 Warranty Management Fast Start ACS Implementation at a fixed price The ACS Warranty Management Fast Start includes the implementation of a proven and scalable warranty process in your system Installation, customizing and technical adaptation Technical elements and customizing are transported into your system and necessary adaptations are made to connect it to your system Integration efforts Integration of Warranty Management into your processes is provided by customizing guides. This includes things like pricing, FI account determination, catalogues and similar things Master Data checks and preparation for Go-Live Documentation A comprehensive documentation package, including end user documentation and technical documentation 8

9 Warranty Management Fast Start Project accelerators With the ACS Warranty Management Fast Start, your own project implementations can be faster, cheaper and better. Preparation for the integration of customer fields for standard structures and BAdI implementations. Enhance the ACS process according to your requirements Customizing and implementation utilities These are tools for turning your process into an action matrix, analyzing action matrices, (mass) changing claims, helping the set-up of mass processing jobs and speeding up customer implementations Object-oriented action class This class makes the definition of customer actions easier by providing ready-to-use methods of frequently used code blocks. Implementation guidelines Naming conventions, development guidelines and checklists give you the power to leverage more than 10 years of SAP Consulting s WTY experience 9

10 Agenda 1. Benefit for the Customer 2. Description of the Function 3. The Function in the System 4. Technical Information 10

11 Graphical process flow chart 11

12 Reference object determination Reference object and object data determination from a serial number can be tedious. With Fast Start, it is implemented already. Automatic determination of vehicle or equipment from serial number Automatic determination of dependent data like master warranty, warranty start date, partner etc. Display of all determined data with the warranty claim Direct access to object master data through forward navigation 12

13 Reference object update Some product lifecycle data about the reference object only becomes known with the claim. Update the reference object conveniently from the claim 13

14 Clerk determination Automatic clerk determination can be used to transfer claims automatically into the worklist of a clerk or group of clerks. The Fast Start delivers a ready to use table for determination according to Country, Partner number Combinations of both can be used Both individual clerks and/or clerk groups can be assigned Additional criteria can be set up using BAdI logic 14

15 Formal checks on inbound claims Data quality is a key in warranty processing. The Fast Start contains formal and plausibility checks that can increase data quality and improve decision quality. Checks are realized using the VSR engine Implementation of action matrix included Business content is included Mandatory field checks on all claim levels Check for duplicate claims Checks for completeness of claim Further business content and a more elaborate implementation of message handling are contained in the consulting solution Productivity improvements by Automated claim validation. For more information, see 15

16 Return parts process Fast Start contains an end-to-end handling of return parts Determination of return parts from material master settings Check for return parts integrated in claim process Waiting status for claims with requested parts Special status for overdue parts Pre-defined integration point for parts diagnosis (e.g. in QM) More extensive handling return parts (sampling, requesting pictures, multidimensional definition of requests) are contained in the consulting solution Return parts handling. For more information see 16

17 Master warranty check Checking for the validity of the warranty is the heart of the warranty process. Master warranty assignment to equipment can be done using a migration report that is part of Fast Start Checks are included in the action matrix Any types of counters (time, operating hours, km, ) are possible More extensive handling of multiple warranty reasons (such as goodwill, service contracts, extended warranties and more) are contained in the consulting solution Extended master warranty checks. For more information see 17

18 Temporary posting stop Year-end closure, system migration and more can make posting stops necessary. With Fast Start, posting can be prevented for a certain time period, for certain claim types or for certain countries Stopped claim are collected in a special status and can be posted easily when the stop is released 18

19 Credit competency check Let claims only be released by the user that has the right to do so. Maintain individual credit competency separate for credits and reversals Automatic forwarding to the next higher level can be set up. Next level approver can be notified by or workflow Claims awaiting approval from higher level are collected in a separate status 19

20 FI/CO posting and reversal process Fast Start contains a complete implementation of the FI/CO posting process Complete implementation in the action matrix, including reversals, reposting after reversal Transparency even after several re-postings through version concepts FI account determination customizing is set up to according your needs as part of Fast Start CO account determination customizing is set up to according your needs as part of Fast Start and can be on individual document level (e.g. to internal orders or service orders) For some special requirements (e.g. collective postings of a number of claims), there are ACS extending the options in Warranty Claim posting in FI/CO. For more information, see 20

21 Issuing of Claim statement Issuing the claim statement uses the Fast Start message determination framework Integration into the process is realized through the action matrix All issued forms and statements are automatically added to the claim s attachment list Consistency between message issuing and actual FI/CO posting is guaranteed Form is complete, included and adapted (Header and Footer) to your requirements within the scope of Fast Start 21

22 Claim rejection Claims can be rejected out of all error statuses and before the final decision is made Rejection is completely included in the process customizing (action matrix) Rejected claims can be reconsidered or closed 22

23 Claim closure and reopening Claims can be closed when processing is done to mark them e.g. for archiving Closing is possible for both posted and rejected claims Closed claims can be reopened and reconsidered Closing and reopening claims is covered by separate authorization objects Closing can be allowed individually for each status 23

24 Usage of versioning concept Warranty Management generally involves many non-linear process flows. The Fast Start ensures process transparency by making full use of the version concept in SAP Warranty Management. Incoming claims are recorded in a version of category IC (incoming from claimant) Initial checks and formal completion is done on this version For making business decisions and providing answers to dealers, a new version of category OC (outgoing to claimant is created) Resubmission of a claim by the claimant is handled in new versions, thus keeping information on initial versions Supplier recovery can be handled in OV and IV versions, thus collecting a complete processing history of the damage case. Supplier recovery is not contained in Fast Start but there is an ACS covering this process. For more information, see: 24

25 Cross-process functions Some features of the Warranty Management Fast Start are used throughout the process: For information on the following topics, see the following slides: Reusable coding and naming conventions Screens in transaction WTY on header level Integrated pricing concept Authorization framework Message determination and issuing framework Other functions 25

26 Reusable coding and naming conventions Fast Start is built for integration with standard processes, with your developments and with other consulting solutions: Usage of BAdI and enhancement spot technology to integrate all components seamlessly Naming convention for development objects Naming convention for customizing, especially in the action matrix Integrate standard actions, ACS actions and your own action within one naming framework Reusable coding parts are made available for custom development 26

27 Screen enhancements WTY Integration of all documents in document flow Extended information about the claim s reference object Layouts for all relevant table displays 27

28 Integrated pricing concept Fast Start contains a pricing concept that integrates your standard pricing procedure with Warranty specific requirements: Price adaptation for reducing claims Adaptation on percentage or value basis Adaptation on version and item level Adaptation based on item type Setting maximum values for items Pricing for labor values based on countries, dealers, etc. 28

29 Authorization framework The Fast Start contains a complete authorization framework including bestpractice roles. The following roles are implemented: Warranty clerk for the customer facing process Warranty clerk for the supplier recovery process Warranty key/power user with additional analysis authorizations Master data maintenance for warranty Developer of warranty objects All roles and authorizations are tuned to the process contained in the Fast Start 29

30 Message determination and issuing framework SAP Warranty Management uses the standard message determination that is used by many other processes in ERP. Message determination and issuing is integrated into the Fast Start process. Form and content of messages is predefined and can be adapted to your needs (by customer fields, logos etc.) A framework concept makes it easy to integrate further messages into the process Message determination and issuing for processes covered by additional Warranty Consulting Solutions fit into the same framework and can therefore easily be integrated fir Fast Start. For more information on additional process, see: 30

31 Other functions Fast Start contains many bigger and smaller features that have proven their value in numerous customer projects: Integration of SAP standard catalogues for defect codes, labor values and sublet items Quick access buttons for most important actions (1-click-access) Synchronization of header and IC version partner Automatic item type determination from material number and material number determination from item type Automatic redetermination of reference object when serial number in the claim is changed Clearing all item data on clearing of material number Inclusion of IDocs in warranty claim document flow Org. data available on header and version level Layout for item table and claim navigation tree 31

32 Additional programs and development tools Tools for process development Where-used-list for function modules in actions Plausibility and completeness check for matrix Graphical representation of action matrix Other developer tools Authority check for action Tools for power users and analysis Claim search via change documents Search for WTY IDocs Claim error log display Tools for master data maintenance and migration 32

33 Installation and integration services The Fast Start is more than a technical issue. It supports you in aligning IT to your business needs while at the same time leveraging SAP Consulting s best practices. Templates are provided for all relevant business blueprint activities The Fast Start process are completely integrated into your existing environment FI/CO posting, message determination, pricing, Integration is a part of Fast Start! The Fast Start includes a master data analysis service that determines what elements of Fast Start can be used to update equipment master data Forms are adapted using your corporate header and footer 35

34 Documentation and support Successful warranty management doesn t end with the implementation of SAP it only starts then! The Fast Start contains all documentation, instruction and support that you need to make full use of you new SAP Warranty Management system Key user documentation Technical implementation Customizing documentation Functional instruction of key user(s) and handing over of programs Maintenance - error correction up to 6 months after the technical implementation. 36

35 ACS Warranty Claim Access Info-/Error-Log Access Actions Claim Object Access more Claim data (Tabs) Claim Versions Access Messages Claim Items 37

36 Project accelerators Customizing Tree and Easy Access Menu All new functionality is easily accessible via an Easy Access Menu and a customizing tree 38

37 System Demo Get a complete tour of the Automotive Consulting Solutions for Warranty Management at: The recording of about 50 minutes gives you A presentation of the concept of ACS and available solutions for warranty management A live system demo of the Fast Start process (starting at 0:22) 39

38 Agenda 1. Benefit for the Customer 2. Description of the Function 3. The Function in the System 4. Technical Information 40

39 Technical Information Available for SAP ERP ECC 6.0 Activation of automotive industrialized solution in SAP ERP System not necessary Technical installation is possible remotely Modification-free Delivery in Z-namespace 41

40 Source of Information Internet Overview-, Detail- and Customer presentations - distribution list Signing up through mario.rebitzer@sap.com OSS-System Notes (Search term: Automotive Consulting Solutions) 42

41 Thank you! Christian Wittmann Consulting Automotive SAP Deutschland SE & Co. KG Hasso-Plattner-Ring Walldorf, Germany M +49/160/ E christian.wittmann@sap.com

42 SAP SE or an SAP affiliate company. 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 SE or an SAP affiliate company. SAP and other SAP products and services mentioned herein as well as their respective logos are trademarks or registered trademarks of SAP SE (or an SAP affiliate company) in Germany and other countries. Please see for additional trademark information and notices. Some software products marketed by SAP SE and its distributors contain proprietary software components of other software vendors. National product specifications may vary. These materials are provided by SAP SE or an SAP affiliate company for informational purposes only, without representation or warranty of any kind, and SAP SE or its affiliated companies shall not be liable for errors or omissions with respect to the materials. The only warranties for SAP SE or SAP affiliate company products and services are those that are set forth in the express warranty statements accompanying such products and services, if any. Nothing herein should be construed as constituting an additional warranty. In particular, SAP SE or its affiliated companies have no obligation to pursue any course of business outlined in this document or any related presentation, or to develop or release any functionality mentioned therein. This document, or any related presentation, and SAP SE s or its affiliated companies strategy and possible future developments, products, and/or platform directions and functionality are all subject to change and may be changed by SAP SE or its affiliated companies at any time for any reason without notice. The information in this document is not a commitment, promise, or legal obligation to deliver any material, code, or functionality. All forward-looking statements are subject to various risks and uncertainties that could cause actual results to differ materially from expectations. Readers are cautioned not to place undue reliance on these forward-looking statements, which speak only as of their dates, and they should not be relied upon in making purchasing decisions. 44

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