SAP Knowledge Base Article - Public

2874979 - CRM Scenario: Service - Fixed Price in Sales Order

Symptom

  • This Knowledge Base Article will explain how Service - Fixed Price item type works in sales order.
  • Image/data in this KBA is from SAP internal systems, sample data, or demo systems. Any resemblance to real data is purely coincidental.

Environment

SAP Business ByDesign

Resolution

Case 1: With Time Recording

Enable the scope in Business Configuration: Edit Project Scope>Questions>Sales>Selling Products and Services>Sales Orders

0.configuration.png

1. Release the sales order, the status changes to Open.

1.release SO.png

2. Release to Service Execution.

The status of the sales order changes from Open to In Process. Service status of order line changes to Released.

2.release to service execution.png

3. Confirm Service Execution.

Copying referenced sales order item ID 3696-10 for service confirmation is not possible as it is enabled for time recording.

3.confirm service execution.png

Since Time Recording for Sales Order has been activated, the assigned Service Performer need to accomplish time recording in his/her time for respective Sales Order.

4. Log in as delicate service performer via Home Work Center>Self-Services Overview>Edit Time Sheet>Add Time Entry

4.create time.png

Actions> Release

Back to respective Sales Order> Document Flow>A service confirmation has been automatically generated with status Finished.

4.release SC.png

The Delivery Status of the sales order item changed from Not Started to In Process.

4. delivery in process.png

5. Complete Service Execution

Delivery Status changed from In Process to Finished.

5.complete Service Execution.png

6. Invoice the Sales Order invoice request.

  • Since the item type is Service - fixed price, it’s necessary for delicate service performer to record time for business usage while the fixed price will be copied from Sales Order directly to Customer Invoice regardless the actual time costing.

6. invoice CIR.png

Back to respective Sales Order, it is now Completed.

6. SO completed.png

Case 2: Without Time Recording Enabled.

1. Release Sales Order.

Z1.Release SO.png

2. Release to Service Execution.

The status of the sales order changed from Open to In process, and item line service status changed to Released.

Z2.release to service.png

3. Confirm Service Execution.

In the New Service Execution, you can input the actual duration spent in Service Delivery.

You will get a warning message says “Item 10: Fulfilled quantity is greater than ordered quantity” if the value you’ve input is greater than the original value in Sales Order.

But this won’t block you from completing the service process.

Z3.confirm SE.png

4. Release Service Confirmation with Order Completion.

Back to the respective Sales Order and check Document Flow.

Service Confirmation has the status Finished but no Service Confirmation Invoice Request has been created. This is because that the item type is Service - fixed price, the invoice request will be based on Sales Order but not Service Confirmation.

Z4.release SC.png

Z4.delivery completed.png

5. Invoice the Sales Order Invoice Request.

Z5.invoice CIR.png

The status of the sales order changed to Completed, same as on the item level.

Z5.SO completed.png

Keywords

SERV; service- fixed price; sales order , KBA , SRD-CRM-ORD , Orders & Contracts , How To

Product

SAP Business ByDesign all versions

Attachments

Sales Order_Service_fixed price.pdf