Lean services are intended for the procurement of small or highly specialized services that are carried out by external suppliers as part of an internal or external operation. They can be maintained in the material master as service products. Service products have the product type group 2 and are delivered with the material type SERV in the standard system.
You can add lean services to an operation or suboperation as a component. You can either enter a planned lean service with the item category Non-stock item (N) or an unplanned lean service with the item category Enhanced Limit (E).
Unplanned lean services are services for which the exact value isn't known at the time of creating the purchase requisition. Instead of a fixed price, you can enter a value limit that must not be exceeded. The system checks the adherence to this limit when the work that has been performed is recorded in the service entry sheet for lean services.
Lean Services will require the activation of the Enhanced Procurement Mode for the order type. In this case only Lean Services will be supported (not external services with control key PM02 or PM03).
In the Compatibility Mode you cannot procure Lean Services - but external operations with either control key PM02 or PM03. The Compatibility Mode is the default setting.
Service Procurement – Lean Service
- Create order operation with control key PM02.
This will define an external operation with view Services.
- Enter a material of type Service into view Services.
View Services is only available in the Enhanced Procurement Mode and only in the Web application.
- Purchase Requisition.
Depending on the order type, a purchase requisition is generated either when the order is saved or when it's released. The purchase requisition contains the services.
- Order Release.
Latest point in time when purchase requisition can be created. A standard purchaser receives the purchase requisition.
- Purchase Order.
A purchase order is created with reference to the maintenance order. The purchase order contains the services.
- Service Entry (Optional).
A service entry sheet is created for the purchase order. The services delivered are entered into the service entry sheet. After the final entry, the service sheet has to be accepted.
- Invoice Receipt.
The invoice is entered with reference to the purchase order and will appear in the document flow of the order. Any invoice differences are automatically credited or debited to the maintenance order.
