Introduction
The capabilities for tool usage within Service have been enhanced with release 2025 FPS1:
- Tool items are supported in the Account Assignment Manager.
- Tool items are enabled for serialized tools.
- Item categories for tool items have been added to support fixed price and ad hoc billing plan use cases.
Tool Items Enabled in the Account Assignment Manager
Note
Serialized Tools
Tool products can include a serial number profile. These products represent serialized tools. When you add a serialized tool to a service order as a new item, the system displays the information message that you haven't entered an equipment ID yet.
The user then needs to go to the Tool Item Details page, and choose the value help for the field Equipment ID.
The user then sets the search values for ProdRes/Tools to true. The Serial Number field (in the results) should not be empty. The system lists only valid equipment identifiers.
When the user then selects an equipment ID, the system deletes the information message (about not having entered an equipment ID yet).
If the user would change the quantity from 1 to 2, the system issues an error message stating that only a quantity of 1 is allowed.
After having changed the quantity back to 1, the service order can be saved.
Item Categories for Tool Items Supporting Fixed Price and Ad Hoc Billing Plan Use Cases
Standard item categories for tool items have been introduced and can be used as-is.
- ToolItm (Enbl Adhc) (SBQT) and ToolItm (FxPrc) (SFQT) which can be used in a service quotation (SRVQ)
- Tool (Ad Hoc Bill) (SBOT) and Tool (FixedPrice) (SFOT) which can be used in a service order (SRVO)
- ToolItm (FxPrc) (SFCT) which can be used in a service confirmation (SRVC)
In Customizing choose SAP Reference IMG→Service→Transactions→Basic Settings→Define Item Categories.
Create a service quotation and add two items for tools:
- Set the item category of the first item to ToolItm (FxPrc).
- Set the item category of the second item to ToolItm (Enbl Adhc).
Enter a fixed price for item 10.
Enter a billing plan template for item 20.
Release and accept the service quotation. The system creates a follow-up service order.
Check the fixed price for service order item 10.
Check the ad hoc billing plan that is automatically created by the system for service order item 20.
Release the service order and create a service confirmation.
Complete the service order and the service confirmation. Run the report to create billing document requests. In the SAP Menu structure choose: Service→Service Processes→Generate BDRs for Service Orders.
Check whether a billing document request has been created for fixed-price tool order item 10.
Check whether a billing document request has been created for a billing request line of the ad hoc billing plan for tool order item 20.
Summary
- You can use tool items with the Account Assignment Manager in the same way you use items for service products, service expenses, and service parts.
- Tool products can include a serial number profile. These products represent serialized tools. When you add a serialized tool to a service order as a new item, the system displays the information message that you haven't entered an equipment ID yet, and you have to enter/select it.
- Several standard item categories for tool items have been introduced and can be used as-is.