41Z - S4HANA2023 - Set-Up Instructions
41Z - S4HANA2023 - Set-Up Instructions
41Z - S4HANA2023 - Set-Up Instructions
SAP S/4HANA
2023-09-12
1 Purpose. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4
2 Prerequisites. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5
3 Configuration. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6
3.1 Organizational Model. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6
Setting Up Integration Between Business Partners and Organizational Units. . . . . . . . . . . . . . . . . . . . 6
Copying S/4HANA Sales Structure to S/4HANA Service. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
Creating Organizational Structure for Sales. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8
Maintaining Organizational Units for Service. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12
Maintaining Positions for the Organizational Units . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15
Matching Sales Organizations. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17
Matching Sales Offices. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17
Matching Sales Groups. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18
Organizational Structure Check. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .19
Assigning Controlling Area to Organizational Unit. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23
Assigning Master Cost Center to Organizational Unit. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .23
Assigning Plant and Storage Location to Service Organization. . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24
Assign Cost Centers to Service Organizational Units. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25
3.2 Service and Response Profiles. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26
Create Service Profiles. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26
Create Response Profiles. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28
3.3 Profit Center Determination. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31
Defining Substitution Rules for CRM Processes. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32
Assigning Substitution Rules for CRM Processes. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33
3.4 Integration to Controlling. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .33
Replicating Service Characteristics Relevant to Controlling. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34
Maintain Activity Type Derivation. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34
Intercompany Billing. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36
3.5 Create/Extend Customer Data (for Intercompany Scenario). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37
Understanding the customer data requirement with an example. . . . . . . . . . . . . . . . . . . . . . . . . . . 37
Create Business Partner with Customer Role. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37
Assign Business Partner to Sales Organization. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38
Create Sales Area Data for Sold-To-Party representing US Company . . . . . . . . . . . . . . . . . . . . . . . . 39
Create Sales Area Data for End Customer. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40
3.6 Check Number Range for Release for Billing. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 42
4 Appendix. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 43
Before testing the Service Order Management for SAP S/4HANA Service scope item in your system, you must
carry out manual configuration steps after the activation of the pre-defined SAP Best Practices content. This
document describes the required manual settings in detail.
Note
Item-based accounting is by default switched on with content activation. With item-based accounting, service
objects are available for account assignment in multiple Financials transactions – e.g. post general journal
entry or reassign cost and revenues.
The feature intercompany billing for service management requires item-based accounting.
If you don’t want to use item-based accounting, you have to deactivate it (see Appendix).
For details, refer to the product documentation that you can find here: https://help.sap.com/s4hana
Product Assistance: English Enterprise Business Applications Service Integration Finance Integration
Item-Based Accounting .
Restriction
The activities described in this document are based on the assumption that you have activated the SAP Best
Practices for SAP S/4HANA Content Package (on premise) in a greenfield client. If you try to apply the settings of
this document in a client without SAP Best Practices content, some prerequisite settings might be missing, and
you cannot make use of the predefined values referenced in this document.
Your system administrator has defined system users with sufficient authorization rights to access general
application functions, Service-specific functions, Interaction Center-specific functions, and customizing. You can
find the standard PFCG roles relevant for Service processes in the Security Guide at https://help.sap.com/viewer/
product/SAP_S4HANA_ON-PREMISE
• If in the chapters below it is described to log on as a configuration user, log on to the SAP S/4HANA system via
SAP GUI with a user that has authorization to execute IMG configuration activities.
• If in the chapters below it is described to log on as a Customer Service Manager, access the Fiori launchpad
and make sure that the mentioned SAP_BR_CUSTOMER_SERVICE_MGR role is assigned to the user.
For SAP Best Practices, the "legacy" Organizational Model is used and described in this chapter structure.
To get an overview of the two available options for organizational management in Service, refer to the SAP
documentation that you can find here: https://help.sap.com/s4hana Product Assistance (English) Enterprise
Business Applications Service Master Data Organizational Management in SAP S/4HANA Service .
If you are interested in the alternative option "Enterprise Organizational Management", for set-up guidance refer
to this blog: https://blogs.sap.com/2023/04/18/setting-up-enterprise-organizational-management-in-s-4hana-
service/
Some of the values mentioned in the configuration steps, for example 1710 represent values that are available if
you have implemented the SAP Best Practices content of the US version for this scope item. If you have activated
another country version, your system will show different values, for example 1010 for Germany.
Similarly, if in the chapters below you find a code or description with country code "US", if you implement another
country version, you should replace US with, for example for Germany, DE.
To set up the system according to your own customer-specific needs, you may use your own values according to
the structure of your company.
Purpose
This activity consists in setting the parameters to control the integration between business partner data and
organizational units.
1. Sign in to the SAP S/4HANA system as configuration user and choose the following navigation path:
Customizing for SAP S/4HANA un- Service → Master Data → Business Partner → Integration Business Partner-Organization
der Service Management → Set Up Integration with Organizational Management
HRALX PBPON ON
Purpose
This activity generates sales structures from Sales and Distribution (SD) in SAP S/4HANA Service.
Procedure
1. Sign in to the SAP S/4HANA system as configuration user and choose the following navigation path:
Customizing for SAP S/4HANA un- Service → Master Data → Organizational Management → Data Transfer → Copy SD Sales
der Service Structure
SD Distribution Channel 10
SD Division 00
Note
If you have already created a root organizational unit for Global Company, the system will offer this unit for
selection. In that case, on the Root Org. Unit Selection dialog box, select the Global Company entry and choose
OK (Enter).
4. In the Generation Log you should find several entries for the organizational units including their IDs. Choose
Save.
Result
You have created an organizational unit for the selected sales organization. In the following sections you create an
organizational model with a root organization as top organizational unit.
Purpose
In this chapter, you create a root organizational unit that represents the global company, and you assign the
previously created sales organizational unit to it.
Note
If you have already created the Global Company as root organizational unit, do not create a second one. Instead
only assign sales organizational units to the existing Global Company.
1. Sign in to the SAP S/4HANA system as a Customer Service Manager (standard business role
SAP_BR_CUSTOMER_SERVICE_MGR) and choose the following navigation path:
3. On the Root Organizational Unit: New screen, maintain the following data:
General Data
Code COMP
Address
Country US USA
Region CA California
5. Scroll up to the Organization Unit area and for the Global Company entry, choose Assign: Organizational Unit.
6. On the Search Organizational Units, search for the sales organizational unit that you created in the previous
chapter, e.g., Sales Organization 1710.
7. Select the relevant sales organization. As a result, the sales organization is displayed as sub-node of the Global
Company.
8. Maintain and save the details for the sales organization as described in the following tables:
Code 1710
Address
Country US USA
Region CA California
Functions
Sales active
Attributes
Sales Country US
Sales Division 00
Sales Region CA GX
Note
When creating a service document, a determination rule checks which country and region are maintained for
the sold-to party. The sales organizations with matching attributes for country and region are then proposed.
Depending on the sold-to parties that you want to use, adjust or add the Country and Region attributes in the
organizational model as required.
Optional Entries: Sales Office 170 (170) and Sales Group 170 (170)
If you have maintained sales offices and sales groups in Sales and Distribution (SD), you can also set up
organizational units for them in the organization model for Service. They are not mandatory for Service processes,
though. Depending on your requirements, you can skip the creation of these units.
Table 2: Sales Office 170 (170) as Sub-Node of Dom. Sales Org US (1710)
General Data
Code 170
Address
Country US USA
Region CA California
Functions
Table 3: Sales Group 170 (170) as Sub-Node of Sales Office 170 (170)
General Data
Code 170
Address
Country US USA
Region CA California
Functions
Use
In this chapter you create organizational units for Service as sub-units of the root organizational unit. After
maintaining the sub-units, the organizational model should look like this:
Note
1. Sign in to the SAP S/4HANA Service system as a Customer Service Manager (standard business role
SAP_BR_CUSTOMER_SERVICE_MGR) and choose the following navigation path:
2. On the Search: Organizational Model screen, search for the Global Company organizational unit that you created
in the previous chapter, for example, with Description: Global Company.
4. On the Organizational Unit screen, keep the line with Global Company selected and choose Create
Organizational Unit.
5. Maintain the details of the organizational unit as per the table below:
Note
For service processes, it is mandatory to define at least one service organizational unit and one service team.
Decide based on your company structure how many service org. units you need.
General Data
Code SRV_ORG_US
Address
Country US USA
Region CA California
Functions
Attributes
Service Country US
Note
When creating a service document, a determination rule checks which postal code is maintained for the sold-to
party. The service organizations with matching postal code are then proposed. Depending on the sold-to
parties that you want to use, adjust or add the Postal Code attribute values in the organizational model as
required.
6. To create service teams, on the Organizational Unit screen, select the line with the service organization (Dom.
Service Org US) and choose Create Organizational Unit.
7. Maintain the details of the service team organizational units as per the table below:
General Data
Code SRV_BO_US
Address
Country US USA
Region CA California
Functions
Service Active
Attributes
General Data
Code SRV_TECGR_US
Address
Country US USA
Region CA California
Functions
Service Active
Attributes
Service Country US
Purpose
Procedure
1. Sign in to the SAP S/4HANA Service system as a Customer Service Manager (standard business role
SAP_BR_CUSTOMER_SERVICE_MGR)) and choose the following navigation path:
2. In the organizational model display, select the line with the relevant organizational unit.
3. Choose Position.
For a better overview, the following table represents the complete organizational model which you already created
above. The sample positions to be created now are highlighted:
Comment:Hi-
Organizational Unit CODE Description erarchy Level Functions Business Role
Purpose
This activity assigns sales organizations in SAP S/4HANA Service to the associated sales organizations in Sales
and Distribution (SD). After copying the Sales structure to Service, the system automatically populates this activity.
We advise to remove any entries that do not belong to the Dom. Sales Org.
Procedure
1. Sign in to the SAP S/4HANA system as configuration user and choose the following navigation path:
Customizing for SAP S/4HANA un- Service → Master Data → Organizational Management → Assignment of Organizational
der Service Units to SD → Assign Sales Organizations in Service to SD Sales Organization
Purpose
This activity assigns sales offices in SAP S/4HANA Service to the associated sales offices in Sales and Distribution
(SD). After copying the Sales structure to Service, the system automatically populates this activity. We advise to
remove any entries that do not belong to a sales office.
Note
1. Sign in to the SAP S/4HANA system as configuration user and choose the following navigation path:
Customizing for SAP S/4HANA un- Service → Master Data → Organizational Management → Assignment of Organizational
der Service Units to SD → Assign Sales Offices in Service to SD Sales Offices
Purpose
This activity assigns sales groups in SAP S/4HANA Service to the associated sales groups in Sales and Distribution
(SD).
Note
Procedure
1. Sign in to the SAP S/4HANA system as configuration user and choose the following navigation path:
Customizing for SAP S/4HANA un- Service → Master Data → Organizational Management → Assignment of Organizational
der Service Units to SD → Assign Sales Groups in Service to SD Sales Groups
SD Group 170
Carry out the following sub chapters whenever you have updated an existing organizational model, or created a
new one.
Procedure
1. Sign in to the SAP S/4HANA system as configuration user and choose the following navigation path:
Customizing for SAP S/4HANA un- Service → Master Data → Organizational Management → Tools → Update List of Organi-
der Service zational Objects
Object type
O Organizational unit
Object type
S Position
Purpose
This activity checks the consistency of the attribute assignments to the organizational units.
Procedure
1. Sign in to the SAP S/4HANA system as configuration user and choose the following navigation path:
Customizing for SAP S/4HANA un- Service → Master Data → Organizational Management → Tools → Check Settings for
der Service Attribute Maintenance
Plan version 01
Purpose
This activity executes the Check Settings for Organizational Data program to compare the sales area data defined in
Sales and Distribution (SD) and in SAP S/4HANA Service. You can also check the customizing settings for specific
transaction types, as well as for organizational model data using various search criteria.
1. Sign in to the SAP S/4HANA system as configuration user and choose the following navigation path:
Alternative: Customizing in IMG Service → Master Data → Organizational Management → Tools → Organizational Data
Settings Check
4. Choose Execute.
Purpose
This report runs a consistency check for the integration between business partner data and organizational units. If
not all the data is available for the business partner, you can synchronize and repair the data first.
Procedure
1. Sign in to the SAP S/4HANA system as configuration user and choose the following navigation path:
Report HRALXSYNC
SAP IMG menu Service → Master Data → Business Partner → Integration Business Partner-Organization
Management → Create Business Partner Initially
3. Execute the report. In case the report shows errors or inconsistencies, choose Repair.
Purpose
This activity executes the program for the manual update of the Attribute Buffer for Generic Attributes for
organizational data in order.
Procedure
1. Sign in to the SAP S/4HANA system as configuration user and choose the following navigation path:
Report HRBCI_ATTRIBUTES_BUFFER_UPDATE
Attribute Buffer
Display
Shortened selected
No Distribution selected
Purpose
Procedure
1. Sign in to the SAP S/4HANA system as configuration user and choose the following transaction:
3. Maintain the attributes of the organizational units as per the following table:
Account Assignment
Note
After initial activation of the SAP Best Practices content, probably the default controlling area 0001 is assigned.
To update this to A000, choose the Default Value Customizing button next to the Controlling Area field, and
then select Controlling Area A000.
Purpose
So that the cost center of an organizational unit can be automatically assigned to employee master data, maintain
the relevant cost centers in the organizational model on team level. Once you assign a position to an employee, the
system can derive the cost center from the organizational unit to which the position is assigned.
For employee master data maintenance, refer to the master data script Create Employee Master Data for
Service (47Y).
Procedure
1. Sign in to the SAP S/4HANA system as configuration user and choose the following transaction:
2. Select the Service Technicians Group US and/or Service Back Office US organizational unit.
Account Assignment
Purpose
This activity defines which plant and which storage location of this plant is assigned to a combination of service
organization, service team and service employee.
Procedure
1. Sign in to the SAP S/4HANA system as configuration user and choose the following navigation path:
Organizational Units
Service Team *
Service Employee *
Plant 1710
4. Choose Back.
5. If on the Change View Orgfinder Customizing: Assign Plant/Storage : Overview view you find an entry with the
following values, select it:
• Service Organization: *
• Service Team: *
• Service Emploee: *
7. Choose Save.
Purpose
When releasing a service order, it is mandatory that a cost center can be determined. Maintain the required cost
center in the following activity.
1. Sign in to the SAP S/4HANA system as configuration user and choose the following navigation path:
Customizing for SAP S/4HANA un- Service Master Data Organizational Management Cross-Application
der Service
Assignment of Organizational Units Assign Cost Centers to Service Organizational
Units
Service Team *
Service Employee *
Note
In the following procedureit is assumed that you have activated the Best Practices content for country US. If
you choose a different country, replace the values accordingly, for example, for the country Germany (DE), the
cost center might be 10101321.
Purpose
A service profile defines the period in which the services that were defined in the service contract can be carried
out. In this procedure, you create two sample service profiles (5x10 and 7x24) that you can use when creating
service products.
1. Log on to the SAP S/4HANA system as a configuration user and choose the following navigation path:
SAP Menu Service Service Processes Maintain Availability and Response Times
2. On the Display View “Service Profile”: Overview screen, choose Display Change (Ctrl+F1) .
3. On the Change View “Service Profile”: Overview screen, choose New Entries and maintain the following entries:
4. Choose Enter .
5. To maintain availability times for the newly created service profile, choose the Availability Times button (right
column).
6. On the Availability Times for Schema screen, maintain the following entries:
Week Rule
Every week on
7. Choose Copy.
9. To create a second service profile, on the Change View “Service Profile”: Overview screen choose New Entries and
maintain the following entries:
12. On the Availability Times for Schema screen, maintain the following entries:
Daily
All: 1 Days
Exceptions No exceptions
Purpose
A response profile defines the response time of the technician, in other words, the time by which the technician
must start the service laid down in the service transaction item as well as the period in which the service must be
completed. In this procedure, you create two sample response profiles (First and Standard) that you can use when
creating service products.
Procedure
1. Log on to the SAP S/4HANA system as a configuration user and choose the following navigation path:
SAP Menu Service Service Processes Maintain Availability and Response Times
2. On the Display View “Service Profile”: Overview screen, choose Display Change (Ctrl+F1) .
Priority Selected
6. On the Change View “Indicators for Response Times”: Overview screen, choose New Entries.
7. In the Priority column of the Indicators for Response Times table, select the following values via value help, then
choose Enter :
Priority Description
1 Very High
3 High
5 Medium
9 Low
8. To assign response times per priority, select one of the priorities, then in the Dialog Structure double-click
Response Times.
9. On the Change View “Response Times”: Overview screen, choose New Entries and maintain the relevant entries
per priority in the Response Times table. After completing the entries for one priority, double-click Indicators for
Response Times in the dialog structure, then select the next priority and repeat the steps as described above until
you have maintained response times for all priorities.
SRV_RF_DURA 1 HOUR
SRV_RR_DURA 2 HOUR
Priority 3 (High)
SRV_RF_DURA 2 HOUR
SRV_RR_DURA 8 HOUR
Priority 5 (Medium)
SRV_RF_DURA 1 DAY
SRV_RR_DURA 3 DAY
Priority 9 (Low)
SRV_RF_DURA 2 DAY
SRV_RR_DURA 5 DAY
11. To create a second response profile, choose Back (F3) two times.
12. On the Change View “Response Profile”: Overview screen, choose New Entries and maintain the following
entries:
Priority Selected
14. On the Change View “Indicators for Response Times”: Overview screen, choose New Entries.
15. In the Priority column of the Indicators for Response Times table, select the following values via value help, then
choose Enter :
Priority Description
1 Very High
3 High
5 Medium
9 Low
16. To assign response times per priority, select one of the priorities, then in the Dialog Structure double-click
Response Times.
17. On the Change View “Response Times”: Overview screen, choose New Entries and maintain the relevant entries
per priority in the Response Times table. After completing the entries for one priority, double-click Indicators for
Response Times in the dialog structure, then select the next priority and repeat the steps as described above until
you have maintained response times for all priorities.
SRV_RF_DURA 2 HOUR
SRV_RR_DURA 8 HOUR
Priority 3 (High)
SRV_RF_DURA 8 HOUR
SRV_RR_DURA 24 HOUR
Priority 5 (Medium)
SRV_RF_DURA 2 DAY
SRV_RR_DURA 7 DAY
Priority 9 (Low)
SRV_RF_DURA 7 DAY
SRV_RR_DURA 14 DAY
Use
In this activity you define which profit center will be determined during internal order creation. This is required in
service order and service confirmation processing because the internal order that is created for service processes
must refer to a profit center. As an easy example, the procedure below describes how to define the profit center
determination based on the sales organization. Based on this example, the internal order created during service
processing will always have the same profit center value for a dedicated sales organization.
Note
If you want different profit centers to be determined based on, for example, the product entered in the service
document, instead of by sales organization you could set up the profit center determination based on material
group. The material group Services could then determine a different profit center than, for example, the
material group Trading Materials, and so on.
Procedure
1. Log on to the SAP S/4HANA system as a configuration user and choose the following navigation path:
CRM Processes
2. On the Change Substitution: Overview screen, in the Substitutions pane select the Create sales order entry, then
choose Substitution (Create Substitution).
3. Maintain the following entries:
4. Choose Enter , then In the Substitutions pane select the line with the newly created substitution and choose
Step (Insert step).
5. On the Substitutable fields dialog box, choose the line with Profit Center and then Choose (Enter).
6. On the Entering the substitution method dialog box, choose Constant value and then Continue (Enter).
7. In the step details view, maintain a step description, for example, Step 01.
8. In the Substitutions pane select the Substitutions entry below the new Step.
9. As Constant value for Profit Center select one of the available profit centers, for example, YB700 (Trading
Goods).
10. Save your entries.
11. Choose Rule (Create Rule).
12. In the rule details view, maintain a Rule name ID / description, for example, RULE01 / Rule 01. Then choose
Enter .
13. In the Substitutions pane navigate to the Rule definition entry, then in the List of structures table double-click
the EC-PCA: Substitution in Sales Order entry.
14. In the Table Fields list, double-click the Sales Org. entry so that it is displayed in the command view above.
15. From the available Boolean statements area select the equals (=) statement, so that in the command view the
statement is displayed as Sales Org. =.
16. Below the Boolean statements area select the Constant button and on the Enter constants dialog box, select
the relevant Sales Org., for example, 1710 for US, then choose Continue (Enter). As a result, in the command
view the statement is displayed as Sales Org. = ‘1710’.
Procedure
1. Log on to the SAP S/4HANA system as a configuration user and choose the following navigation path:
CRM Processes
2. On the Change View “Substitution of Profit Center in CRM Integration”:: Overview screen, choose New Entries.
3. On the New Entries: Overview of Added Entries screen, maintain the following entries:
COAr A000
Subst. ZSUB01
Purpose
In this process step, you can replicate the characteristics of service processes (contracts, orders and
confirmations) that you want to use for Controlling.
1. Sign in to the SAP S/4HANA system as configuration user and choose the following navigation path:
Customizing for SAP S/4HANA un- Service → Transactions → Settings for Service Transactions → Integration → Replicate
der Service Service Characteristics Relevant to Controlling
Transaction types X
Item Categories X
Organizational Units X
Service Types
Valuation Types
Product Categories
3. Choose Execute.
Purpose
In this activity, you define the activity types for a combination of item category, in the confirmation, which should
be used when transferring confirmation items to the time sheet. When confirming expense items, the cost element
that you define in this activity is used for the internal activity allocation between the employee's sender cost center
1. Sign in to the SAP S/4HANA system as configuration user and choose the following navigation path:
Customizing for SAP S/4HANA un- Integration with Other SAP Components Customer Relationship Management
der Service
Settings for Service Processing Time Sheet Integration Define Derivation of
2. On the Change Activity/Price Planning: Overview screen maintain the following values:
Item Cat. Service Type Valuation Type PSG A/A Type Controlling Area Activity Type Cost Element
SRVP 0 11
SVCP 0 11
SRVE 0 61008000
SVCE 0 61008000
SFCE 0 61008000
SFCS 0 11
SFOE 0 61008000
SFOS 0 11
SBOS 0 11
SBOE 0 61008000
SBOM 0 11
3. Choose Save.
Purpose
In this customizing activity, you can set which company is allowed to distribute a service item in its service order to
a service order of another company.
If a company sells a service to a customer, but has no resource to fulfill, he could buy this service from a
fellow company. This process is triggered by using the item category ‘Intercompany Service Item’. A second
(intercompany) service order will be created.
The following customizing is mandatory if you want to use the intercompany billing scenario in service. Further
prerequisite: Both company solutions have to be in place, i.e., if you want the US company to be able to buy service
resources from its fellow German company or vice versa, both US and DE service solutions have to be set up
before.
Procedure
1. Sign in to the SAP S/4HANA system as configuration user and choose the following navigation path:
Customizing for SAP S/4HANA under Service Service Transactions Settings for Service
2. On the Change View: “Define Settings for Creation of Intercompan..”: Overview screen maintain the following
entry:
Table 5:
SRVO SRVI <US sales org. <DE sales org. <10> <10> SRVO
1710> 1010>
SRVO SVAI <US sales org. <DE sales org. <10> <10> SRVO
1710> 1010>
Remark: In this example, the US company 1710 will be able to distribute an item to the DE company 1010
(=order a service resource from)
If you need to set up the intercompany scenario for service, continue with the following sub chapters. Otherwise,
you can ignore them.
Example
An US company (1710) has received a service order from an external customer (end customer), which it cannot
fulfill due to a lack of a proper service executing employee in its organization.
This service should be acquired from the fellow DE company (1010) using a second service order, in which the US
company acts as a sold-to-party. Unlike the first service order, the organizational context of this second service
order is the sales area of the selling/delivering DE company (1010/10/00).
1. There must be a business partner with a customer role which can be used as sold-to-party in the second
service transaction to represent the US company. For more details refer to 3.5.2.
2. This business partner must be assigned to the sales organization of the US company to represent it in a service
transaction. For more details refer to 3.5.3.
3. This business partner must have sales area data for the sales area of the DE company. For more details refer to
3.5.4.
4. The business partner record of the end customer (e.g. 17100001), who acts as the sold-to-party in the first
service order, must also have sales area data of the DE company. For more details refer to 3.5.5.
Usually, the business partner 17401710 (SAP SE, Palo Alto) will be provided if scope item 41Z_OP has been
successfully activated with demo data.
In case you don’t have this business partner nor another one which could be assigned to US company, you can
refer to master data scripts 47X and BND to manually create a business partner 17401710.
Purpose
Usually, the assignment of the business partner 17401710 to US company 1710 also comes with the successful
activation of scope item 41Z_OP with demo data.
Prerequisties
Procedure
1. Sign in to the SAP S/4HANA system as configuration user and choose the following navigation path:
Customizing for SAP S/4HANA Enterprise Structure Definition Sales and Distribution Define, copy delete,
Purpose
This sales area data must be created manually because it cannot be known in advanced from which other sales
organization/fellow company the service should be acquired.
Prerequisites
Procedure
1. Log on to the SAP Fiori launchpad using role SAP_BR_BUPA_MASTER_SPECIALIST with name Master Data
Specialist - Business Partner Data.
2. Open Maintain Business Partner app.
3. Enter the business partner ID 17401710 in the Business Partner field, and choose Start for search for that
business partner.
4. In the result below, select the found entry for the business partner 17401710.
5. In the Display Organization: 17401710 view select the BP role Customer (FLCU01) from the dropdown field
Display in BP role.
6. Switch into the edit mode by using the option Display Change under the menu Business Partner.
7. Choose Sales and Distribution.
8. Enter the sales area consisting of
SOrg 1010 (Dom. Sales Org DE)
DChl 10 (Direct Sales)
Dv 00 (Produtc Division 00)
9. Choose Enter.
10. Now you can maintain sales area data for the sales area 1010/10/00.
Make sure to enter the following data:
Orders tab
Customer Group 01
Currency EUR
Billing tab
Output Tax
11. Save your entries. Customer data for sales area 1010/10/00 of business partner 17401710 is created.
Purpose
This sales area data must be created manually because it cannot be known in advanced from which other sales
organization/fellow company the service should be acquired.
Prerequisites
1. Log on to the SAP Fiori launchpad using role SAP_BR_BUPA_MASTER_SPECIALIST with name Master Data
Specialist - Business Partner Data.
2. Open Maintain Business Partner app.
3. Enter the business partner ID 17100001 in the Business Partner field, and choose Start for search for that
business partner.
4. In the result below, select the found entry for the business partner 17100001.
5. In the Display Organization: 17100001 view select the BP role Customer (FLCU01) from the dropdown field
Display in BP role.
6. Switch into the edit mode by using the option Display Change under the menu Business Partner.
7. Choose Sales and Distribution.
8. Enter the sales area consisting of
SOrg 1010 (Dom. Sales Org DE)
DChl 10 (Direct Sales)
Dv 00 (Produtc Division 00)
9. Choose Enter.
10. Now you can maintain sales area data for the sales area 1010/10/00.
Make sure to enter the following data:
Orders tab
Customer Group 01
Currency EUR
Shipping tab
Billing tab
Output Tax
11. Save your entries. Customer data for sales area 1010/10/00 of business partner 17100001 is created.
Purpose
When releasing service documents for billing by using the Release for Billing app or through background jobs, the
system creates documents for condition records. In this step you verify whether the mandatory number range
interval 03 for number range object KONV exists. If that is not the case, maintain it.
Procedure
1. Sign into the SAP S/4HANA system as a configuration user and choose one of the following navigation options:
SAP Menu Tools ABAP Workbench Development Other Tools Number Ranges
2. On the Number Range Object Maintenance screen, as Object Name maintain KONV, then choose Display.
3. On the Number Range Object KONV: Display screen, choose Interval editing (F7).
4. On the Edit Intervals: Document conditions, Object KONV screen, choose Display Intervals.
5. On the following screen, verify that the following entry exists:
In case of issues during the configuration, open an SAP support ticket for the following component.
Purpose
In the service order’s item list you can find a function Product Proposal. This option allows the service planner to
easily identify spare parts relevant to the piece of equipment that is maintained as main reference object in the
service order.
Procedure
To enable the Product Proposal option, follow the steps outlined in this blog: https://blogs.sap.com/2019/06/07/
product-proposals-in-sap-s4hana-for-customer-management-service/
Purpose
If you want to charge services differently based on specific criteria, you can use service and valuation types within
service orders, confirmations, and quotations.
Procedure
To set up service and valuation types as well as the required integration settings, refer to this SAP blog: https://
blogs.sap.com/2022/08/30/using-service-and-valuation-types-in-s-4hana-service/
Purpose
Only deactivate item-based accounting if you want to use the internal order based controlling instead of item-
based accounting. For details regarding both options, refer to this documentation: https://help.sap.com/s4hana
Product Assistance: English Enterprise Business Applications Service Integration Finance Integration
Integration with Controlling / Item-Based Accounting .
Procedure
1. Sign in to the SAP S/4HANA system as configuration user and choose the following navigation path:
Customizing for SAP S/4HANA under Service Service Transactions Settings for Service
for Service .
Customizing for SAP S/4HANA under Service Service Transactions Basic Settings Define Item
Categories .
5. On the Change View: “Definition of Item Categories”: Overview screen select and enter the details view of the
Item Cat. SRVS.
6. Change the value in the field Assign CO to ‘2 (Service)’.
7. Choose Save.
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