Planning and Performing In-House Repairs

An In-House repair is a record that contains one or more repair objects that have been sent in by a customer for repair or maintenance. You use In-House Repairs to monitor repair objects and to keep track of the repair activities. A repair object is a product or equipment that is marked for repair or maintenance

In-House Repair processing comprises the following steps:

• Create New In-House Repair:

  You use this feature to create In-House Repairs. You then add repair objects to the In-House Repair.

• Perform Prechecks:

  You use this feature to decide for each repair object whether it is marked for repair, whether a repair quotation is created, or whether it is sent back to the customer.

• Process Repair Quotations:

  You use this feature to plan the estimated labor and material consumption that are required to perform the repair.

  The Repair Quotation can be send to the customer for acceptance or rejection.

• Plan Repairs:

  You use this feature to schedule the object for repair. In the repair order, you define the service employee who is to perform the repair.

  When Repair Orders are checked, they can be released and are ready for execution.

• Perform Repairs:

  You use this feature to perform the repair based on the repair order.

  After the execution of the In-House Repair Order, time confirmations and material consumption are entered in the system.

• Prepare for Billing / Bill a Repair Order:

  You use this feature to trigger the billing process for the repair object and to complete the repair object.

  Only completed In-House Repair Orders can be released for billing. After the Billing Document Requests, the Invoices are created to charge the customers.

In-House Repair uses functions from the following processes in SAP S/4HANA:

• Sales: The billing process for repair objects is performed in the Sales component.

• Finance: Actual costs and revenues are posted to the Finance component.

• Sourcing and Procurement (Materials Management): Service parts that are not in stock can be procured using the functions in the Sourcing and Procurement component.

In the following you will get an overview on the process steps of an In-House Repair:

All In-House Repairs have the initial status Open have after they have been created in the Manage In-House Repairs app. It indicates that you can add repair objects to the In-House Repair.

In status Decision Pending, you decide whether the repair object is marked for immediate repair, whether a repair quotation needs to be created at first or whether the repair object is sent back to the customer.

When you have added the repair objects to the In-House Repair, you need to confirm the In-House Repair. The status of the In-House Repair then changes to In Process.

You can call up a worklist of repair objects to process the related repair quotation on an individual basis. You can access the repair quotation to enter the estimated labor and material consumptions that are required to perform the repair.

The Repair Quotation can be send to the customer and decides whether the Repair Quotation is accepted or rejected.

In the following you will see how to request a new In-House Repair and how to perform a Pre-Check.

Repair orders are short-term agreements between a repair provider and a repair recipient in which one-off repairs or maintenance tasks are ordered.

You use repair orders to define the service items, service parts, and expense items that are required to perform and bill the repair.

If you decide to start the repair process immediately, repair orders are created automatically for repair objects from the Perform Prechecks SAP Fiori app.

Setting the status of a repair order also changes the status of the repair object. The status of the repair object shows the progress of the repair.

The following table provides the relevant status of repair orders during this phase:

• New: This is the initial status that all repair orders have after they have been created automatically.

• In Process: This status indicates that the repair object is ready to be scheduled in the repair order.

• Released: This status indicates that the repair object has been scheduled for repair in the repair order.

In the following you will find out how to plan, perform and confirm a Repair Order.

Repair confirmations are used to confirm service items (such as working hours), service parts, and expense items that have been consumed during repair execution. You create repair confirmations as follow-ups to repair orders.

When all repair confirmations assigned to a repair order have been set to Completed, you need to set the repair order to Completed.

If at least one item is to be released for billing, the repair object status changes to Bill.

When the repair of the object has been finalized, you can trigger the billing process for the repair object. In this step of the In-House Repair process, you use the Prepare for Billing app to release the repair confirmation items in the repair object for billing.

When you choose Release for Billing, the system creates a billing document request for each repair confirmation item selected in the repair object. The billing document request is then displayed in the transaction history for the repair object.

Based on the billing document requests, you can then create billing documents.

In the following you will find out how to prepare a Repair Order for Billing, how to bill a Repair Order and how to complete an In-House Repair.