Identifying New Features of Master Data and Organizational Management Objects
Identifying New Features of Service Orders and Service Confirmations
Identifying New Features of In-House Service
Identifying New Features of Recurring Services
Identifying General New Features in Service in Release 2025
Identifying New Features of Master Data and Organizational Management Objects in 2025 FPS1
Identifying New Features of Service Contracts and Recurring Services in 2025 FPS1
Identifying New Features of Service Quotations, Service Orders and Service Confirmations in 2025 FPS1
Identifying New Features of In-House Service in 2025 FPS1
Identifying General New Features in Service in 2025 FPS1

Archiving Service Orders in a Financial Hierarchy

Objective

After completing this lesson, you will be able to archive service orders in a financial hierarchy

Archiving of Service Orders in a Financial Hierarchy

Introduction

Financial Hierarchies is a financial reporting scenario with item-based accounting that was introduced in SAP S/4HANA Private Cloud release 2023 FPS2. What is special about this scenario, is that there is only event-based revenue recognition (EBRR) on the service contract, and the structure manages and controls costs and revenue across multiple levels of related documents, such as service contracts, service orders, and maintenance orders.

This approach has some implications. The individual business objects contained in the financial hierarchy must follow specific logic. For example: you cannot set a service contract with a financial hierarchy item to Business Completed status until all follow-up service orders are business completed.

In releases before 2025 FPS1, the process of archiving a financial hierarchy was not supported. With SAP S/4HANA Private Cloud release 2025 FPS1, this feature became available.

Feature

The image displays a table titled Service Contract Status with columns labelled Service Contract Status, Service Order Status, Maintenance Order Status, Logic, and Remark. Each column contains various statuses related to business processes. The status options for Service Contract Status include Released, Set Business Completed, Completed, Business Completed, Business Reopen, and Archive. The Service Order Status options include Set Completed, Completed, Business Completed, Archive, Set Business Completed, Set Business Reopen, and Business Completed. The Maintenance Order Status options are Business Completed, Archived, Completed, and Archived again. The Logic column has choices Allowed and Not Allowed, with the Remark column containing notes on process requirements. Orange text indicates actions or statuses to be set. Line 1: Service Contract Status is Released, Service Order Status is Set Completed (orange), Maintenance Order Status is Business Completed, Logic is Allowed, Remark is empty. Line 2: Service Contract Status is Set Business Completed (orange), Service Order Status is Completed, Maintenance Order Status is Business Completed, Logic is Not Allowed, Remark is Service order must be set to Business Completed first. Line 3: Service Contract Status is Completed, Service Order Status is Business Completed, Maintenance Order Status is Archived, Logic is Allowed, Remark is empty. Line 4: Service Contract Status is Business Completed, Service Order Status is Archive (orange), Maintenance Order Status is Archived, Logic is Allowed, Remark is empty. Line 5: Service Contract Status is Released, Service Order Status is Set Business Completed (orange), Maintenance Order Status is Completed, Logic is Not Allowed, Remark is Maintenance order must be set to Business Completed first. Line 6: Service Contract Status is Business Completed, Service Order Status is Set Business Reopen (orange), Maintenance Order Status is Archived, Logic is Not Allowed, Remark is Service contract must be set to Business Reopened first. Line 7: Service Contract Status is Business Reopen, Service Order Status is Set Business Reopen (orange), Maintenance Order Status is Archived, Logic is Allowed, Remark is empty. Line 8: Service Contract Status is Archive (orange), Service Order Status is Business Completed, Maintenance Order Status is Archived, Logic is Not Allowed, Remark is Service order must be archived first.

Apart from enabling the archiving of service orders with a financial hierarchy-relevant service contract item, it is important to note a general rule: the follow-up service transaction or maintenance order is not allowed to have a more advanced status. The table in the figure explains this in more detail.

A screenshot of an example of the archiving of service orders in a financial hierarchy

A service order is shown with status Business Completed with an execution order item. The predecessor service contract below is also Business Completed, as indicated by the available menu option for setting the status Reopen Business.

After a failed attempt to set status Reopen Business, a warning message is displayed explaining why the status is not allowed to be set.

See the following references for more information:

Summary

  • Financial Hierarchies is a financial reporting scenario with item-based accounting that was introduced in SAP S/4HANA Private Cloud release 2023 FPS2.
  • With SAP S/4HANA Private Cloud release 2025 FPS1, the process of archiving a financial hierarchy became supported.
  • The follow-up service transaction or maintenance order is not allowed to have a more advanced status.