Job Aid. Service Order Operation Entry

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1 Job Aid Service Order Operation Entry

2 Job Aid: Service Order Operation Entry Job Aid Service Order Operation Entry Overview This job aid describes how to populate the parameters of an operation in a Service Order. Purpose Use this procedure for guidance on how to populate the parameters of an operation in a Service Order. Trigger Perform this procedure when a service has to be requested via a Service Order; and therefore an operation has to be added. Prerequisites Service Order Management Course Knowledge of Service Catalogue Employee is in the System UN Umoja Training Job Aid: Service Order Operation Entry Page 1

3 Job Aid Job Aid: Service Order Operation Entry Service Order Operation Entry Scenario Menu Path Use the following menu path to begin this transaction: SAP menu Logistics Customer Service Service Processing Order Service Order Create (General) SAP menu Logistics Plant Maintenance Maintenance Processing Order Create (General) Transaction Code: IW31 Step-by-Step Instructions 1. Enter IW31 in the Command field, or use the menu path provided above 2. Enter the parameters for the creation of the Service Order UN Umoja Training Job Aid: Service Order Operation Entry Page 2

4 Job Aid: Service Order Operation Entry Job Aid Note: In this job aid, only a sample of possible order parameters are used, including standard order type ZM01. Please note there are more parameters available for the UN Umoja Training Job Aid: Service Order Operation Entry Page 3

5 Job Aid Job Aid: Service Order Operation Entry creation of a Service Order than the displayed here. The data used in this job aid is illustrative only. 3. Click in the Operations tab, to add details for the services requested per this Service Order Note: The Operations tab is defaulted with work center values from the Header Data tab, and first operation is defaulted with Service Order Description. This is only to assist in entry of data; values can be modified to fit the details of the request. 4. Enter the Work Center which will be delivering the service requested UN Umoja Training Job Aid: Service Order Operation Entry Page 4

6 Job Aid: Service Order Operation Entry Job Aid Note: This can be the same or different to the Main Work Center. 5. Enter correct Plant according to the associated Work Center Note: Work Centers have standard nomenclatures across Plants. It is important to revise the Work Center s Plant to uniquely identify where the service is being provided from. UN Umoja Training Job Aid: Service Order Operation Entry Page 5

7 Job Aid Job Aid: Service Order Operation Entry 6. Enter Control Key to define the type of operation being requested Note: While several control keys are available for choosing, in Services Delivery only the following are leveraged: SM00 Service intern. (Non-time): For services requested within the organization SM03 Service External services.: For services to be procured externally 7. Select SM00 in the Control Key field 8. Enter a short description of the service requested in the Operation short text field Note: If this is the first operation added, the short description will be defaulted from the Service Order s Title. This can be overwritten. UN Umoja Training Job Aid: Service Order Operation Entry Page 6

8 Job Aid: Service Order Operation Entry Job Aid 9. Select an Activity Type that denotes the service that will be delivered by the Work Center Note: Activity type can be entered directly or by leveraging the help search in the operation. The activity type list will only show the services that the Work Center in the operation are allowed to perform. Activity types have different nomenclature depending on wether the service to be delivered should: Incurr only statistical expenses: Nomenclature of activity type starts with S Incurr real expenses but are of non-spendable nature: Nomenclature of activity type starts with N Incurr real expenses but are of spendable nature: Nomenclature of activity type starts with R It is important to determine from this selection, how costs will be recorded for the service. UN Umoja Training Job Aid: Service Order Operation Entry Page 7

9 Job Aid Job Aid: Service Order Operation Entry 10. Enter the Activity type or click the Search icon 11. Enter the Amount of Duration and Work needed for the service Steps used to populate the Duration and Work Parameters by leveraging the Calculation Key defaulted in the operation are: 12. Enter the Activity Unit Note: Unit of measure for the operation duration and work; this has to be the same as the unit of measure of the Activity Type for the correct calculation of the operation s UN Umoja Training Job Aid: Service Order Operation Entry Page 8

10 Job Aid: Service Order Operation Entry Job Aid cost. The activity type unit can be displayed by double-clicking in the Activity Type of the operation. 13. Enter the amount of work needed in the Duration field Note: Once the Duration is entered, Work and Capacities will be defaulted. UN Umoja Training Job Aid: Service Order Operation Entry Page 9

11 Job Aid Job Aid: Service Order Operation Entry Note: Capacity denotes the number of resources fulfilling the request. A combination of Duration and Number of Capacities calculate the total Work needed for the service to be delivered. By increasing Capacity, Work can be increased. Note: If SM03 Control Key is selected, enter the details on the external service request for the operation. If a pop-up for External Processing Operation is raised, enter values in the Operation short text and Material Group fields. UN Umoja Training Job Aid: Service Order Operation Entry Page 10

12 Job Aid: Service Order Operation Entry Job Aid Note: For SM03 Control Key, no Activity type should be maintained. 14. To outline the service requested per this operation, select the operation line and click the External button 15. In the new screen, enter the details on the External request. a. If a Framework Order is to be referenced for the services: 1) Enter the Framework Order Number and Line Item Number. Upon entry of this value, Vendor and Material Group fields will be populated UN Umoja Training Job Aid: Service Order Operation Entry Page 11

13 Job Aid Job Aid: Service Order Operation Entry 2) Purchasing group for the request should be according to the entity when service has to go through procurement. If request is against an existing Framework Order in the system, Purchasing group has to be equal to ZFO-Framework Order b. If a Framework Order is referenced: 1) Click the Service Sel. button at the bottom of the screen 2) Enter the Framework Order and Line Item Number to select the services from Note: By accepting the pop-up, a new screen displaying available services of the Framework Order opens. 3) Select the Services needed by highlighting the service line and click the Service button UN Umoja Training Job Aid: Service Order Operation Entry Page 12

14 Job Aid: Service Order Operation Entry Job Aid Services will be added to the Operation s External Details Window. 4) Click the Back icon to display the operation list again c. If a Framework Order is not referenced: 1) Enter the Service Number, Quantity and Price in the Services tab directly Note: Ensure that the Purchasing Group is not ZFO-Framework Order but rather the entity s Purchasing Group. UN Umoja Training Job Aid: Service Order Operation Entry Page 13

15 Job Aid Job Aid: Service Order Operation Entry 2) Click the Back icon to display the operation list 3) Click the Costs tab 4) Calculate costs by navigating to Order > Functions > Determine Costs from the top menu 5) Review costs for the operations added UN Umoja Training Job Aid: Service Order Operation Entry Page 14

16 Job Aid: Service Order Operation Entry Job Aid Result/Output You have populated the parameters of an operation in a Service Order. UN Umoja Training Job Aid: Service Order Operation Entry Page 15

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