Hint
You can learn more about these topic going back to:- Unit Performing the Record-to-Report process, lesson Managing Accounts Receivable
- Unit Performing the Lead to Cash process, focusing on Sales, lesson Using Master Data in Sales.
Exploring Master Data in Service
Objective
After completing this lesson, you will be able to explain the concept of master data in service
Business Partner
External Business Partners
Let's take a look at external business partners. Suzanna will explain this concept to Ivan using the example of the customer Northsea Energy.
Internal Business Partners
As you could see in the lesson Identifying the areas in Service, personnel numbers can be linked to the organizational structure. The personnel master is linked to the business partner role employee as well as to the SAP user.
When creating documents business partner employee can then be assigned automatically. For example, when creating a service order template, the default value for the employee responsible is linked to the SAP user.
Suzanna has prepared another example to explain the concept of internal business partners in the following interaction.
Product
In previous lessons, you learned that the product or material master is divided into different areas or departments such as Basic Data, Sales, Purchasing, Accounting and so on.
In the following, you will find out about the relevance of products/material master records for the Service Department of the Bike Company.
Hint
To refresh you memory about the previously discussed points, you can check:- Unit: Discussing central concepts and objects in SAP intelligent enterprise, lesson: Explaining the impact of enterprise structures to master data and documents.
Unit: Performing the lead to cash process, focusing on sales, lesson: Using master data in sales.
Products are services and goods that are the object of a company's business activities and can be differentiated as follows:
Note
The structuring of technical objects will be explained later on in this lesson.
Service Products
You need to maintain sales area specific data for Service products. The assignment of an Item Category to a Service Product triggers the usage in Service documents, for example, Service Orders.
Component Planning and Spare Parts
You need to maintain sales area specific data for spare parts.
The assignment of the Item Category to a Spare Part triggers the usage in Service documents, for example, Service Orders.
Conditions
In the unit Performing the lead to cash process, focusing on sales, you learned that prices, surcharges and discounts, freight, and taxes are all part of the conditions master data. Here you can see the condition master overview again as a reminder:
Conditions in SAP S/4HANA Service
The Service Department of the Bike Company needs to define the conditions for services and spare parts.
Depending on the business process, condition master records are differentiated according to condition types, for example, PPRO when using service orders or PSI1 when working with service contracts.
Technical Objects
The Bike Company uses technical objects to structure the produced bikes from a service perspective.
SAP S/4HANA Service offers the possibility to structure simple as well as highly complex technical asset structures. There are four categories of technical objects:
Note
- The Bike Company has decided not to use Functional Locations due to the comparatively simple requirements regarding the mapping of technical assets.
- Functional locations, equipment, and serial numbers can be assigned to documents in service processes, for example, Service Order Templates, Service Orders.
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