Processing an In-House Repair

Objective

After completing this lesson, you will be able to verify an in-house repair

Verification of an In-House Repair

Business Example

In this lesson, you will review in-house repair processing in SAP S/4HANA, by executing an in-house service.

Executing an In-House Repair in SAP S/4HANA

With SAP S/4HANA release 2023 FPS02, version 2.0 of in-house repair processing was introduced in SAP S/4HANA Service.

Note

In-house repair will be renamed to in-house service starting from SAP S/4HANA release 2025. A repair object will be called a service object.
An example in-house repair process in In-House Repair 2.0, which is available in SAP S/4HANA since release 2023 FPS02. The image is a flowchart divided into two sections: Logistics (top part) and Service (bottom part). Under Logistics, the process starts with Returns Order (Customer Returns), which leads to Create In-House Repair and Add Repair Objects. From there, the flow splits into multiple paths: Perform Precheck, Process Service Quotation, and Plan and Perform Service. If a Returns Order is created and a Service Quotation is required, the flow goes through Process Service Quotation before reaching Plan and Perform Service. Once Plan and Perform Service is done, the process checks if a requote is required; if yes, it returns to Process Service Quotation; if no, it proceeds to Release for Billing and finally to Set Repair Object to Completed. The completed repair objects then go to Outbound Delivery (Delivery Management). The Service section includes Service Quotation and Service Order, both feeding into Create In-House Repair and Add Repair Objects and further into Plan and Perform Service.

You can use a combined process of an in-house repair and a field service (a service performed on-site at a customer), which allows you to handle the in-house repair and the field service process for a repair object within the same service transactions.

With In-House Repair 2.0, you can plan and perform in-house repairs using (standard) service orders and service quotations. This gives you the flexibility to initiate an in-house repair at any time in a service process.

Creating an in-house repair from within a service order or service quotation is explained. Flowchart depicting a process with manual and automatic steps. Two separate paths start with Create Service Order and Create Service Quotation followed by Assign Repair Object and Save. The paths merge into Create IHR then Create IHR Item (Repair Object) before leading to continuation steps. Below the flowchart is an illustrative image of two people working together on a complex mechanical structure with various parts spread around. Manual steps are in dark blue boxes, and automatic steps in light blue boxes.

​To start an in-house repair process from a service order or a service quotation, you assign a new or an existing repair object to this service order or service quotation. For a new repair object, the system creates an in-house repair and a related in-house repair item (repair object) when you save the service transaction. If you add an existing repair object, the system establishes a relationship between the related in-house repair and the service transaction.

It is possible to add repair objects both on header and on item level in a service transaction. You can quickly assign a repair object to a service transaction item (or several items) without the need to first navigate to the item details.

​When you assign a repair object to a service transaction, the system automatically creates a corresponding reference object and marks it as "in-house repair related". The relationship between a reference object and a repair object allows you to use reference object-specific functions, such as warranty and contract determination for repair objects.

Note

Using the SAP Signavio Process Navigator (via https://me.sap.com/processnavigator/HomePage), you can also take a look at solution process Service - In-House Repair (7GB) to learn more about in-house repair processing starting from SAP S/4HANA 2023 FPS02.

The standard SAP business role called Service Manager is available to support the execution of such a complete in-house repair process.

Note

Before release SAP S/4HANA 2023 FPS02, the following three business roles were available for the execution of an in-house repair process:

  • SAP_BR_CUST_SRVC_MGR_REPA
  • SAP_BR_CUST_SRVC_REP_REPA
  • SAP_BR_CUST_SRVC_TEC_REPA

These were however deleted as of SAP S/4HANA 2023 FPS02 (with the introduction of "In-House Repair 2.0").

Process Steps for an In-House Repair

Note

The following video explains (one possibility for) the process steps of an in-house repair process:

It is possible to process multiple repair objects in a single service order. This allows you to group repair objects that can be processed in a similar way, thus saving time and effort required to plan and perform the (repair) service.

You can create a service order for multiple repair objects by selecting the required repair objects and choosing Create Service Order on the Decide pop-up screen of the app Manage In-House Repairs or the app Manage Repair Objects. Alternatively, you can select and add multiple repair objects directly in a service order or service quotation in the Repair Objects (In-House Repair) assignment block.

It is also possible to process a single repair object in multiple service quotations and service orders. This basically allows many scenarios: you can create multiple service quotations or service orders for one repair object, or you can add a repair object to multiple service orders.

Optional: Process an In-House Repair

Part 1 of 3 of the exercise/simulation:

Part 2 of 3 of the exercise/simulation:

Part 3 of 3 of the exercise/simulation:

The Requote Scenario

An Example of a Requote

SAP S/4HANA 2023 FPS02 introduced a scenario called "requote", which can be used with or without an (in-house repair) repair object.

An example: Let's assume that a customer has returned a faulty device and first wants the repair center to carry out a diagnosis. For the diagnosis, a quote is created. A possible process flow for this scenario could be:

A flowchart illustrating a service process between a customer and a company containing a requote. The flow starts with Service Quotation XXX consisting of diagnosis service and repair object EL-100. An arrow labeled 1 points right towards a customer block titled Customer C700-C00, with the phrase Send to Customer and a large red X next to it. The customer block has an arrow pointing back left with the word Accept. Below the Service Quotation block is the In-house Repair XXX and Service Order XXX sections, detailing in-house repair for object EL-100 and diagnosis service respectively, connected by an arrow labeled 2 with When saving. An arrow labeled 3 stretches from Service Order XXX downward. At the bottom is Confirmation XXX stating diagnosis service, with an arrow labeled 4, followed by the word Completed.
  1. A customer returns a faulty device. You create a service order quotation containing a repair object and also a diagnosis service.
  2. If a repair object is included in the quotation, an in-house repair (IHR) document is created automatically (when saving the quotation). There is no need to create an IHR document manually anymore (via the app Manage In-House Repairs).
  3. You send the quotation to the customer (using the button Send to Customer). This releases the quotation. Once the customer has accepted the quotation, you use the button Accept to automatically create the required service order for the diagnosis.
  4. Once done, you create a service confirmation for the service order (for the diagnosis), you complete this confirmation, but not yet the service order.

    Note

    This is required for a "requote" to work properly (which is a step that is included in this example scenario).
  5. After the diagnosis has been completed, the customer requests a second "qoute" (that is: service order quotation). This time for the repair itself. You access the initial service order quotation. The first item (for the diagnosis) has been completed automatically. You choose "Requote". You now add a second item for the repair service that is needed.
  6. You again send the quotation to the customer (using the button Send to Customer). This again releases the quotation. Once the customer has accepted the quotation, you use the button Accept to automatically create a new/second item ( for the repair service) in the existing service order.
  7. You release the service order, create a confirmation (for the repair service), and trigger billing (like in any standard scenario).
  8. After the service order is completed, the in-house repair (IHR) document can be completed by choosing the action Set Repair Object to Completed.
A flowchart representing the second part of a requote process for a customer labeled C700-C00. This part begins with a Service Quotation labeled XXX offering Diagnosis and Repair services. An arrow labeled Requote points back to the quotation, while another arrow labeled Send to Customer moves forward to the customer. Step 5 marks the sending of the quotation. Step 6 indicates customer acceptance of the Service Order labeled XXX which includes Diagnosis and Repair services. From the Service Order, an arrow marked Completed leads to the Confirmation labeled XXX, offering Repair services. Step 7 shows Billing Document Request XXX leading to Billing Document XXX. Below, an In-house Repair labeled XXX features a Repair Object EL-100. An arrow labeled Set Repair Object to Completed marks Step 8, showing the repair object has been set to completed, alongside a check mark icon.

Summary

  • With SAP S/4HANA release 2023 FPS02, version 2.0 of in-house repair processing was introduced in SAP S/4HANA Service. With In-House Repair 2.0, you can plan and perform in-house repairs using (standard) service orders and service quotations. This gives you the flexibility to initiate an in-house repair at any time in a service process.
  • One possibility is that a repair request comes in from a customer for a defective product or piece of equipment. An in-house repair is created for this request. The product/equipment to be repaired is added as a repair object to the in-house repair. For the in-house repair, a precheck is performed and a decision is taken. If the decision is to start the repair, a service order that acts a a repair order can be created. In In-House Repair 2.0, this is a standard SRVO service order.
  • You can create a service order for multiple repair objects. It is also possible to process a single repair object in multiple service quotations and service orders. This basically allows many scenarios: you can create multiple service quotations or service orders for one repair object, or you can add a repair object to multiple service orders.
  • The scenario called "requote" can be used with or without an (in-house repair) repair object. Example: a customer returns a faulty device. You create a service order quotation containing a repair object and also a diagnosis service. An in-house repair (IHR) document is created automatically. You send the quotation to the customer. Once the customer has accepted the quotation, you use the button Accept to automatically create the required service order for the diagnosis. Once done, you create a service confirmation for the service order (for the diagnosis), you complete this confirmation, but not yet the service order. After the diagnosis has been completed, the customer requests a second "qoute" (that is: service order quotation). This time for the repair itself. You access the initial service order quotation. The first item (for the diagnosis) has been completed automatically. You choose "Requote". You now add a second item for the repair service that is needed. You again send the quotation to the customer and once the customer has accepted the quotation, you use the button Accept to automatically create a new/second item ( for the repair service) in the existing service order. You release the service order, create a confirmation (for the repair service), and trigger billing (like in any standard scenario). After the service order is completed, the in-house repair (IHR) document can be completed.

How to Use the Requote Option

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