4ga S4CLD2402 BPD en PH

Test Script
SAP S/4HANA Cloud - 19-12-23
Service Quotation (4GA_PH)
PUBLIC
Table of Contents
1 Purpose
2 Prerequisites
2.1 System Access
2.2 Roles
2.3 Master Data, Organizational Data, and Transactional Data
2.4 Additional Manual Configuration
2.5 Configure Service Teams
2.5.1 Define Service Team Profile
2.5.2 Assign Service Team Profile to Service Transactions
2.5.3 Create a Service Team
3 Overview Table
3.1 Service Quotation
3.1.1 Service Quotation Item
3.1.2 Fixed Price Service Bundle
3.1.3 Service Bundle
3.2 Fixed Price Service Quotation
3.2.1 Fixed Price Item
4 Test Procedures
4.1.1.1 Create Service Quotation
4.1.1.2 Send to Customer
4.1.1.3 Change or Update Service Quotation
4.1.1.4 Accept Service Quotation
4.1.1.5 Create a Requote for Service Quotation
4.1.1.6 Reject Service Quotation
5 Appendix
5.1 Succeeding Scope Items

Appendix PUBLIC 2
1 Purpose
Overview
This scope item covers the service quotation process in SAP S/4HANA Cloud. The service quotations are used to provide legally binding offers with fixed conditions made to a customer for the per-
formance of services.
Customer Service managers may use quotations to provide cost estimates before placing an order. Both Time and Material (T&M) and Fixed Price cost estimates are supported with validity period.
The validity period of the service quotation can be changed by the customer service manager with an option to carry out repricing as per the new validity.
Upon finalizing the service quote with required services and price offered, the customer service manager can either print or generate the quote as a PDF, then attach it to an email to be sent to cus-
tomer for negotiation.
The service quote can then be set to Accepted or Rejected. Finally, the service quote acceptance triggers the automatic creation or update of service orders as a follow-on process
This document provides a detailed procedure for testing this scope item after solution activation, reflecting the predefined scope of the solution. Each process step, report, or item is covered in its
own section, providing the system interactions (test steps) in a table view. Steps that are not in scope of the process but are needed for testing are marked accordingly. Project-specific steps must be
added.
Note Values in this test script (decimal notation, date formats, and so on) are presented in U.S. standard notation. If your test system is set up to use a different notation, enter values as appropri-
ate.

Appendix PUBLIC 3
2 Prerequisites
This section summarizes all the prerequisites for conducting the test in terms of systems, users, master data, organizational data, other test data, and business conditions.
Caution Testing in a 3-System Landscape

In a 3-system landscape (with SAP Central Business Configuration as your configuration environment), changes to software and business configuration are applied to your systems indepen-
dently of one another. It is therefore your responsibility to manage the active business configuration in your systems and synchronize configuration data in your SAP S/4HANA Cloud system
landscape. A synchronization is required, for example, after you've enhanced the scope, extended configuration, or adopted new or changed content from content updates or upgrades. For more
information, refer to the product assistance in the SAP Help Portal.
Before testing, if you want to use all software features described for the process steps, reports, or items in this document, we recommend the Business Process Configuration Expert in your or-
ganization has upgraded the configuration content and deployed the configuration data to your system landscape.
If the decision is not to upgrade the configuration content in your test or production system, you can run regression tests of software changes using the procedures in the previous test script ver-
sion (see the following ).
2.1 System Access
Details
System Accessible via SAP Fiori launchpad. Your system administrator provides you with the URL to access the various apps assigned to your role.
2.2 Roles
Create business roles using the following business role templates delivered by SAP and assign them to your individual test users.
Alternatively, if available, you can use the following spaces delivered by SAP. You create a space with pages containing predefined essential apps and assign it to the business role. You then assign
this business role to your individual users.
For more information, refer to How to Create a Business Role from a Template in the product assistance for SAP S/4HANA Cloud.
Name (Role Template) ID (Role Template) Name (Launchpad Space) ID (Launchpad Space) Log On
Customer Service Manager SAP_BR_CUSTOMER_SRVC_MGR Service Management SAP_BR_CUSTOMER_SRVC_MGR Your system administrator provides the user and password information.

Appendix PUBLIC 4
2.3 Master Data, Organizational Data, and Transactional Data
The organizational structure and master data of your company have been created in your system during activation. The organizational structure reflects the structure of your company. The master
data represents materials and customers.
Data Sample Details Comments

Value
Customer 58100003 Domestic PH Customer 3 You must either assign the customer pricing procedure 01 (Procedure 01) or ensure that the customer is not assigned to a pricing procedure.
To check the assignment, use business role SAP_BR_BUPA_MASTER_SPECIALIST and access Manage Customer Master Data
(F0850A).
Employee <em- Use the employee ID that is as-

ployee> signed to your user.
Service Product (Ser- SRV_01 Services The service product SRV_01 represents the service itself, for example, an installation, a repair, or maintenance.
vice)
Service Product (Ser- SRV_02 Service Expenses The service product SRV_02 is used to reflect the expense which could occur due to the service, for example, travel cost or fuel.
vice Expense)
Service Part (Unde- SRV_03 Service Part (Undefined) The spare part of the material type non-stock can only be procured.
fined) This is only used in scope item Procurement for Service Management (3NI).
Service Part (Defined) SRV_04 Service Part (Defined) The material type is Non-Stock Material.
Note If you want to test a spare part which is procured, you must activate scope item Procurement for Service Management (3NI).
A purchasing info record, source supplier, and sales price are needed.
Service Part for Pick- SRV_05 Stock Service Part The service product SRV_05 represents a material which will be taken from stock (pick-from-stock scenario).
from-Stock
Note If you are using a material such as SRV_05 with the item category group Stock Service Part (SVST), this material will be taken
from the default storage location of the plant, for example, 581A.
Sales Organization 5810 Dom. Sales Org
Configuration for AVC Note If you are using a configurable product (AVC) in quotation, please refer to the Service Management with Advanced Variant Con-
Product figuration (6GS) test script.
For more information on creating master data objects, see the following Master Data Scripts (MDS) .

Appendix PUBLIC 5
Table 1: Master Data Script Reference
MDS Description
3KV Create Service Product for Service Processes
2.4 Additional Manual Configuration

Before you can test this scope item, you must have completed the additional configuration steps that are described in the Set-Up Instructions for this scope item. These configuration steps are specific
for your implementation and include mandatory settings that are not delivered by SAP and must be created by you. For more information, follow the link to the document:
2.5 Configure Service Teams
2.5.1 Define Service Team Profile
Purpose
A service team profile exists by default. It defines which determination rule is used and for which team types it is relevant. If you want to use a different profile, you can follow the procedure below
to create a new entry.
Procedure
Depending on your configuration environment for SAP S/4HANA Cloud, choose one of the following options:
Configure Your Solution:
Test Step Test Step Name Instruction Expected Result Pass / Fail / Com-
# ment
1 Log On Log on to the SAP Fiori launchpad as a Configuration Expert - Business Process Con-
figuration.
2 Access App Open Manage Your Solution (F1241).

Appendix PUBLIC 6
# ment
3 Access Configuration Open Configure Your Solution. The Configure Your Solution: Realize Phase screen displays.
4 Access Configuration Make the following entries:

Application Area: Service
Sub Application Area: Service Order Management
5 Open Open Service Teams.
6 Select Configuration For the Define Service Team Profile and Assign Service Team Types step, choose Con- The screen Define Service Team Profile and Assign Serv..: Change
Step figure. screen displays.
7 Define Team Profile There should be at least one existing entry: A valid service team profile exists.
● Profile: SRV_FS_P
● Description: Field Service Team Profile
● Determination Rule: SHIP_TO
● Description: Country and postal code of ship-to party
● Auto Redetermine: ?
● If you want to use another profile, you have to create a new entry here.
8 Specify Allowed Team Select an existing team profile and doublc-click Specify Allowed Team Types in the A valid service team profile including allowed team types exists.
Types Dialog Structure.
For the team profile SRV_FS_P, you should find the following entry:
● Team Type: SRV_FS
● Description: Field Service
If you have created and selected a new profile, maintain the allowed team types here.
SAP Central Business Configuration:
Test Test Step Name Instruction Expected Result Pass / Fail /

Step # Comment
1 Log On Log on to the project experience in SAP Central Business Configuration.
2 Access Configu- In the Product-Specific Configuration phase, navigate to the Configuration Activities tab. To locate the activity in the tree The screen Define Service Team Profile and
ration view, search for the following activity: Define Service Team Profile and Assign Service Team Types. Assign Serv..: Change screen displays.
Choose Open Documentation for the found line item to see more details about this configuration activity.

Appendix PUBLIC 7
Step # Comment
Choose the link to navigate directly to the SAP S/4HANA Cloud system. Log on to the SAP Fiori launchpad as a Configura-
tion Expert - Business Process Configuration.
3 Define Team Pro- There should be at least one existing entry: A valid service team profile exists.
file ● Profile: SRV_FS_P
● Description: Field Service Team Profile
● Determination Rule: SHIP_TO
● Description: Country and postal code of ship-to party
● Auto Redetermine: ?
● If you want to use another profile, you have to create a new entry here.
4 Specify Allowed Select an existing team profile and doublc-click Specify Allowed Team Types in the Dialog Structure. A valid service team profile including allowed
Team Types For the team profile SRV_FS_P, you should find the following entry: team types exists.
● Team Type: SRV_FS

● Description: Field Service
If you have created and selected a new profile, maintain the allowed team types here.
2.5.2 Assign Service Team Profile to Service Transactions
Purpose
If you want to use the service team concept, you should assign at least a service team profile to a service transaction and to its related confirmation transaction.
Procedure
Depending on your configuration environment for SAP S/4HANA Cloud, choose one of the following options:
Configure Your Solution:

Appendix PUBLIC 8
# ment
1 Log On Log on to the SAP Fiori launchpad as a Configuration Expert - Business Process Configura-
tion.
2 Access App Open Manage Your Solution (F1241).
3 Access Configura- Open Configure Your Solution. The Configure Your Solution: Realize Phase screen displays.
tion
4 Access Configura- Make the following entries:

tion Application Area: Service
Sub Application Area: Service Order Management
5 Open Open Service Teams.
6 Select Configuration For the Assign Service Team Profile to Service Transaction Type step, choose Configure. The Assign Service Team Profile to Service Transaction screen dis-
Step plays.
7 Maintain Data If you want to use the service team concept in the service quotation, make the following en- The service team concept has been activated for the service quotation
tries and choose Save: (SVQ1).
● Trans.Type: SVQ1
Description: Service Quotation
Service Team Profile: SRV_FS_P
Description: Field Service Team Profile
8 Maintain Data If you want to use the service team concept in the service order, make the following entries The service team concept has been activated for the fixed price service
and choose Save: quotation (SVQ2).
● Trans.Type: SVQ2
Description: Service Quotation (Fixed Price)
SAP Central Business Configuration:

Appendix PUBLIC 9
Test Test Step Instruction Expected Result Pass / Fail /
Step # Name Comment
1 Log On Log on to the project experience in SAP Central Business Configuration.
2 Access Con- In the Product-Specific Configuration phase, navigate to the Configuration Activities tab. To locate the activity in the tree The Assign Service Team Profile to Service Trans-
figuration view, search for the following activity: Assign Service Team Profile to Service Transaction Type. action screen displays.
Choose Open Documentation for the found line item to see more details about this configuration activity.
Choose the link to navigate directly to the SAP S/4HANA Cloud system. Log on to the SAP Fiori launchpad as a Configura-
tion Expert - Business Process Configuration.
3 Maintain If you want to use the service team concept in the service quotation, make the following entries and choose Save: The service team concept has been activated for the
Data ● Trans.Type: SVQ1 service quotation (SVQ1).
Description: Service Quotation

4 Maintain If you want to use the service team concept in the service order, make the following entries and choose Save: The service team concept has been activated for the
Data ● Trans.Type: SVQ2 fixed price service quotation (SVQ2).
Description: Service Quotation (Fixed Price)

2.5.3 Create a Service Team
Purpose
If you want to use the service team concept, you have to create at least one service team to run the service process.
Procedure
Test Step # Test Step Name Instruction Expected Result Pass / Fail / Comment
1 Log On Log on to the SAP Fiori launchpad as a Business Process Specialist.

Appendix PUBLIC 10
2 Access App Open Manage Teams and Responsibilities (F2412). The Manage Teams and Responsibilities screen displays.
3 Create A New Team Choose Create. The Team screen displays.
4 Enter General Information Make the following entries and press Enter:
● Name: Service_Team_PH
● Description: Service Team PH
● Type: SRV_FS
5 Enter Responsibility Definitions Under Responsibility Definitions, make the following entries:
● Country: PH
● Postal Code: <empty>
● Service Part Plant: 5810
● Service Part Storage Location: 581A
6 Enter Team Owner It is recommended to leave the default team owner.
7 Enter Team Members Choose Create. A service team has been created successfully.
Choose Edit.
Enter data for each team member of this service team:
● Business Partner: for example, 9980000XXX
● Full Name: <team member's name>
● User ID: for example, CB9980000XXX
● Function: Executing Service Employee (SRVC_EMPL)
Choose Save.

Appendix PUBLIC 11
3 Overview Table
The scope item Service Quotation (4GA) covers legally binding offers with fixed conditions made to a customer for the performance of services. It helps customer service managers provide cost esti-
mates before placing an order. Time and material (T&M) and fixed price based cost estimates are supported with an auto-creation of service orders once accepted by the customer.
This scope item differentiates between the scenario variants time and material, fixed price, and fixed price service bundle.

This process variant starts with the creation of a service quotation. The key characteristic is that the total quotation amount is calculated on the basis of time and material.
Process Step Business Role App/Transaction Expected Results
Create Service Quotation [page ] 15 Customer Service Manager Manage Service Quotations - Overview (F4251) A standard quotation has been created.
Send to Customer [page ] 17 Customer Service Manager Manage Service Quotations - Overview (F4251) The quotation has been sent to the customer.
Change or Update Service Quotation [page ] 17 Customer Service Manager Manage Service Quotations - Overview (F4251) The quotation has been changed to reflect the customer’s feedback.
Accept Service Quotation [page ] 18 Customer Service Manager Manage Service Quotations - Overview (F4251) The quotation has been accepted and a service order has been created automatically.
Reject Service Quotation [page ] 20 Customer Service Manager Manage Service Quotations - Overview (F4251) The quotation has been rejected.

Create Service Quotation [page ] 31 Customer Service Manager Manage Service Quotations - Overview (F4251) A fixed price quotation has been created.

Appendix PUBLIC 12
Accept Service Quotation [page ] 34 Customer Service Manager Manage Service Quotations - Overview (F4251) The quotation has been accepted and a service order has been created automatically.
Reject Service Quotation [page ] 37 Customer Service Manager Manage Service Quotations - Overview (F4251) The quotation has been rejected.

Create Service Quotation [page ] 26 Customer Service Manager Manage Service Quotations - Overview (F4251) A fixed price quotation has been created.
Accept Service Quotation [page ] 29 Customer Service Manager Manage Service Quotations - Overview (F4251) The quotation has been rejected.
Reject Service Quotation [page ] 30 Customer Service Manager Manage Service Quotations - Overview (F4251) The quotation has been accepted and a service order has been created automatically.

This scenario means a fixed price is maintained in the service quotation.
Create Service Quotation [page ] 37 Customer Service Man- Manage Service Quotations - Overview A fixed price quotation for a service bundle has been created.
ager (F4251)

Appendix PUBLIC 13
Send to Customer [page ] 39 Customer Service Man- Manage Service Quotations - Overview The quotation has been sent to the customer.
ager (F4251)
Change or Update Service Quotation Customer Service Man- Manage Service Quotations - Overview The quotation has been changed to reflect the customer’s feedback.
[page ] 40 ager (F4251)
Accept Service Quotation [page ] 40 Customer Service Man- Manage Service Quotations - Overview The quotation has been accepted for the service bundle and a service order has been created auto-
ager (F4251) matically.
Reject Service Quotation [page ] 41 Customer Service Man- Manage Service Quotations - Overview The quotation has been rejected.
ager (F4251)

This scenario means a fixed price is maintained in the service quotation.
Create Service Quotation [page ] 37 Customer Service Man- Manage Service Quotations - Overview A fixed price quotation for a service bundle has been created.
ager (F4251)
Send to Customer [page ] 39 Customer Service Man- Manage Service Quotations - Overview The quotation has been sent to the customer.
ager (F4251)
Change or Update Service Quotation Customer Service Man- Manage Service Quotations - Overview The quotation has been changed to reflect the customer’s feedback.
[page ] 40 ager (F4251)
Accept Service Quotation [page ] 40 Customer Service Man- Manage Service Quotations - Overview The quotation has been accepted for the service bundle and a service order has been created auto-
ager (F4251) matically.
Reject Service Quotation [page ] 41 Customer Service Man- Manage Service Quotations - Overview The quotation has been rejected.
ager (F4251)

Appendix PUBLIC 14
4 Test Procedures
This section describes the test procedures for each process step that belongs to this scope item.
Purpose
Using the quick create option, you can create a service quotation. The service quotation will be in the Open state when it is created. The service quotation can be viewed and edited.
This process variant calculates the total billed amount based on the confirmed service item, expense item or a service part.
Note Service Quotation supports the following items:

● Service Product (SRV_01)
● Expense Product (SRV_02)
● Service Parts (SRV_03, SRV_04)
● Stock Service (SRV_05)
Procedure

Step # Comment
1 Log On Log on to the SAP Fiori launchpad as a

Customer Service Manager.

Appendix PUBLIC 15
Step # Comment
2 Access App Open Manage Service Quotations - Over- The Manage Service Quotations screen displays.
view (F4251).
3 Create Service Choose Create Service Quotation > Quick The Create Service Quotation window displays.
Quotation Create .
4 Maintain Service Make the following entries: A new service quotation is created with the status Open.
Quotation Data ● Service Quotation Type: Service
Quotation
Note By default, the service item SRV_01 is a time and material item with item category SQP1.
● Sold-To Party: for example,
58100003 If you need to use a fixed price item instead of a time and material item, change the item category to SQP3 (Fixed Price) or
SQW3 (External Service).
● Description: <description>
● Requested Start Date - End Date:
<date range>
Note If your sold-to party is associated with one or more service contracts, a new popup window will appear and ask you to
● Product ID: for example. SRV_01 select a contract per item. Select No Assignment.
Quantity: for example, 1
Unit: for example, HR
Note If the service team concept has been enabled for the service quotation (SVQ1), a dialog box may appear and ask you to
● Product ID: for example. SRV_02
choose a service team.
Select your service team.
Unit: for example, EA
Quantity: for example, 1 Note Service material SRV_01 is usually assumed to be performed by an internal employee. If it must be procured from a
3rd party, scope item 3NI must be in scope. And you have to set the item category to SQW1 (External Service SES).
Unit: for example, PC
Press Enter.
Choose Save. Note If you enabled credit check management for service quotation and the service quotation is blocked by the credit, then
please refer to scope item Advanced Credit Management (1QM) for information about resolving it.
Note If you are using a configurable product (AVC), please refer to the test script Service Management with Advanced Vari-
ant Configuration (6GS).

Appendix PUBLIC 16
Purpose
In this step, you send the quote to the customer.
Procedure
# ment
1 Log On Log on to the SAP Fiori launchpad as a Customer Service Man-

ager.
2 Access App Open Manage Service Quotations - Overview (F4251). The Manage Service Quotations screen displays.
3 Find Service Quotation Make the following entries and choose Go: The service quotations are filtered based on your entries.
● Sold-To Party: for example, 58100003
● Status: Open
4 Send Quote to Customer Choose your service quotation. The service quotation is sent to the customer and the status changes to Sent to Customer.
On the Service Quotation screen, choose Send to Customer.
Purpose
In this step, you modify service quotations.

Appendix PUBLIC 17
Procedure
1 Log On Log on to the SAP Fiori launchpad as a Customer Service Manager.
4 Edit Service Quotation Choose your service quotation.

On the Service Quotation screen, choose Edit.
5 Change Service Quotation Make a change to a service quotation item and choose Save. The changes are saved.
The status changes to Under Review.
Note Quotes under review can be sent to the customer or accepted.
Purpose
In this step, you accept the service quotation. A service order is created once the quote is accepted.
Procedure
# ment
1 Log On Log on to the SAP Fiori launchpad as a Customer Ser-

vice Manager.
2 Access App Open Manage Service Quotations - Overview The Manage Service Quotations screen displays.

Appendix PUBLIC 18
# ment
(F4251).
3 Find Service Quota- Make the following entries and choose Go: The service quotations are filtered based on your entries.
tion ● Sold-To Party: for example, 58100003
4 Accept Service Quo- Choose your service quotation. The status changes to Accepted.
tation On the Service Quotation screen, choose Accept.
Note Accepted service quotes will automatically create a service order internally.
Note down the service order number.
Note Items in the quote can be partially accepted and the total quote amount will be adjusted according
to total items accepted.
Purpose
In this step, you provide a requote during the service order review process. Services can be added if required. A new quotation is created, additional items are added, and the quotation is sent to the
customer.
Procedure
Test Step Test Step Name Instruction Expected Result Pass / Fail /
# Comment

Appendix PUBLIC 19
# Comment
4 Requote Choose your service quotation. The status changes to Open.

On the Service Quotation screen, choose Requote.
Note The Requote button is disabled if the follow-up service order has
the status Completed.
5 Edit Service Quotation Choose Edit.
6 Add Item to Service Under Items, make the following entries and choose Save: The changes are saved.
Quotation ● Product ID: for example. SRV_05
● Quantity: for example, 1
● Unit: for example, PC
7 Send to Customer Chosse Send to Customer. The status changes to Sent to Customer.
8 Accept Quotation Choose Accept. The status changes to Accepted.
9 Verify Service Order Under Transaction History, choose the Service Order. The service order contains the new item added through the requote process.
Note The requote is only enabled if the service quotation is accepted and a follow-
up service order is created.
Purpose
In this step, you reject service quotations that do not meet customer expectations or have expired.

Appendix PUBLIC 20
Procedure
4 Reject Service Quotation Choose your service quotation. The Reject Quotation dialog box displays.
On the Service Quotation screen, choose Reject. The status changes to Rejected.
In the Reject Quotation dialog box, make the following entries and choose Reject:
● Rejection Reason: for example, Rejected by Customer
Purpose
This scenario is a variant of a service quotation which uses a fixed priced service bundle. A fixed price service bundle contains sub items which can be a service item, an expense item or a service
part. Your customer is quoted the fixed price amount.
Procedure

Step # Comment

vice Manager.

Appendix PUBLIC 21
Step # Comment
(F4251).
3 Create Service Choose Create Service Quotation > Quick Create . The Create Service Quotation window displays.
Quotation
Quotation Data ● Service Quotation Type: Service Quotation
● Sold-To Party: for example, 58100003 Note If your sold-to party is associated with one or more service contracts, a new popup window will appear and
● Description: <description> ask you to select a contract per item. Select No Assignment.
● Requested Start Date - End Date: <date
range>
Note If the service team concept has been enabled for the service quotation (SVQ1), a dialog box may appear and
● Product ID: for example. SRV_BUNDLE_01
ask you to choose a service team.
Unit: for example, EA
Press Enter.
Choose Save. Note Service material SRV_01 is usually assumed to be performed by an internal employee. If it must be pro-
cured from a 3rd party, scope item 3NI must be in scope. And you have to set the item category to SQW1 (Exter-
nal Service SES).
5 Maintain Under Items, make the following entries: A service quotation with a fixed price service bundle is created.
Subitems ● Product ID: for example. SRV_01
● Higher-Level Item: <service bundle item
number>
● Unit: for example, HR
Press Enter.
Make the following entries:
● Higher-Level Item: <service bundle item
number>
● Unit: for example, EA
Press Enter.
Choose Save.
Note By default, the item category for a fixed price

Appendix PUBLIC 22
Step # Comment
service bundle is Service Bundle (FP) (SQB2).

You can only bill the service bundle upon comple-
tion.
Purpose
Procedure
# ment

ager.
● Status: Open

Appendix PUBLIC 23
Purpose
Procedure

Purpose

Appendix PUBLIC 24
Procedure
# ment

vice Manager.
(F4251).
Purpose
Procedure

Appendix PUBLIC 25
Purpose
This scenario is a variant of a service quotation uses a service bundle. A service bundle consists of a main item and one or more subitems. The service bundle includes time and materials subitems as
well as fixed price subitems.
Procedure

Step # Comment
1 Log On Log on to the SAP Fiori launchpad as a

Customer Service Manager.
2 Access App Open Manage Service Quotations - Over- The Manage Service Quotations screen displays.
view (F4251).

Appendix PUBLIC 26
Step # Comment
Quotation Create .
Quotation
Note If your sold-to party is associated with one or more service contracts, a new popup window will appear and ask you to
● Sold-To Party: for example, select a contract per item. Select No Assignment.
58100003
● Requested Start Date - End Date: Note If the service team concept has been enabled for the service quotation (SVQ1), a dialog box may appear and ask you to
<date range> choose a service team.
● Product ID: for example. SRV_BUN- Select your service team.
DLE_02
Unit: for example, EA Note Service material SRV_01 is usually assumed to be performed by an internal employee. If it must be procured from a
Press Enter.
Choose Save.
5 Maintain Subitems Under Items, make the following entries: A service quotation with a service bundle is created.
● Higher-Level Item: <service
bundle item number>
Press Enter.
bundle item number>
Press Enter.
To add a fixed price subitem, make the
following entries"
bundle item number>

Appendix PUBLIC 27
Step # Comment

● Item Category: SrvItem (Fx-
Prc)
Choose Save.
Purpose
Procedure
# ment

ager.
● Status: Open

Appendix PUBLIC 28
Purpose
Procedure

Purpose

Appendix PUBLIC 29
Procedure
# ment

vice Manager.
(F4251).
Purpose

Appendix PUBLIC 30
Procedure
Purpose
Using the quick create option, you can create a fixed price service quotation. The service quotation will be in the Open state when it is created. The service quotation can be viewed and edited.
Note Service Quotation supports the following items:

● Service Product (SRV_01)
● Expense Product (SRV_02)
● Service Parts (SRV_03, SRV_04)

Appendix PUBLIC 31
● Stock Service (SRV_05)
Procedure

Step # Comment
1 Log On Log on to the SAP Fiori launchpad as a Cus-

tomer Service Manager.
(F4251).
Quotation Create .
Quotation (Fixed Price)
Note By default, the service item SRV_01 is a time and material item with item category SQP1.
If you need to use a fixed price item instead of a time and material item, change the item category to SQP3 (Fixed Price)
● Description: <description> or SQW3 (External Service).
range>
● Product ID: for example. SRV_01 Note If your sold-to party is associated with one or more service contracts, a new popup window will appear and ask you
Quantity: for example, 1 to select a contract per item. Select No Assignment.
Unit: for example, HR

Press Enter. Note If the service team concept has been enabled for the service quotation (SVQ1), a dialog box may appear and ask you
Choose Save and Edit. to choose a service team.
Note Service material SRV_01 is usually assumed to be performed by an internal employee. If it must be procured from a
Note If you enabled credit check management for service quotation and the service quotation is blocked by the credit, then
please refer to scope item Advanced Credit Management (1QM) for information about resolving it.
5 Maintain a Fixed Under Price Details, choose Add to insert a A fixed price is maintained for the service quotation.
Price

Appendix PUBLIC 32
Step # Comment
new Price Element.

Choose Manual Doc. Amount (PMV0).
● Price for example, 600
● Unit: PHP
Press Enter.
Choose Save .
Purpose
Procedure
# ment

ager.
● Status: Open

Appendix PUBLIC 33
Purpose
Procedure

Purpose

Appendix PUBLIC 34
Procedure
# ment

vice Manager.
(F4251).
Purpose
In this step, you provide a requote during the service order review process. Services can be added if required. A new quotation is created, additional items are added, and the quotation is sent to the
customer.

Appendix PUBLIC 35
Procedure
# Comment
4 Requote Choose your service quotation. The status changes to Open.

On the Service Quotation screen, choose Requote.
Note The Requote button is disabled if the follow-up service order has
the status Completed.
5 Edit Service Quotation Choose Edit.
6 Add Item to Service Under Items, make the following entries and choose Save: The changes are saved.
Quotation ● Product ID: for example. SRV_05
● Unit: for example, PC
7 Send to Customer Chosse Send to Customer. The status changes to Sent to Customer.
8 Accept Quotation Choose Accept. The status changes to Accepted.
9 Verify Service Order Under Transaction History, choose the Service Order. The service order contains the new item added through the requote process.
Note The requote is only enabled if the service quotation is accepted and a follow-
up service order is created.

Appendix PUBLIC 36
Purpose
Procedure
Purpose
In this step, you create a fixed price service quotation containing a service bundle.

Appendix PUBLIC 37
Procedure

Step # Comment
1 Log On Log on to the SAP Fiori launchpad as a Cus-

tomer Service Manager.
(F4251).
Quotation Create .
4 Maintain Service Make the following entries: A new service quotation is created.
Quotation (Fixed Price)
Note If your sold-to party is associated with one or more service contracts, a new popup window will appear and ask you
● Sold-To Party: for example, 58100003 to select a contract per item. Select No Assignment.
● Service Bundle: Selected
Note If the service team concept has been enabled for the service quotation (SVQ1), a dialog box may appear and ask you
range> to choose a service team.
● Product ID: SRV_BUNDLE_01
● Unit: for example, EA Note Service material SRV_01 is usually assumed to be performed by an internal employee. If it must be procured from a
Choose Save and Edit. 3rd party, scope item 3NI must be in scope. And you have to set the item category to SQW1 (External Service SES).
5 Maintain Subitems Under Items, make the following entries: A service quotation with a service bundle is created.
● Product ID: for example, SRV_01
● Higher-Level Item: <service bun-
dle item number>
Press Enter.
● Product ID: for example, SRV_02
● Higher-Level Item: <service bun-
dle item number>

Appendix PUBLIC 38
Step # Comment
Press Enter.
Choose Save.
Purpose
Procedure
# ment

ager.
● Status: Open

Appendix PUBLIC 39
Purpose
Procedure

Purpose

Appendix PUBLIC 40
Procedure
# ment

vice Manager.
(F4251).
Purpose

Appendix PUBLIC 41
Procedure

Appendix PUBLIC 42
5 Appendix
5.1 Succeeding Scope Items

After completing the activities in this test script, you can continue testing the following scope items:
Scope Item Business Condition
3D2 - Service Order Management and Monitoring

Appendix PUBLIC 43
Typographic Conventions
Type Style Description
Example Words or characters quoted from the screen. These include field names, screen titles, pushbuttons labels, menu names,
menu paths, and menu options.
Textual cross-references to other documents.
Example Emphasized words or expressions. www.sap.com/contactsap
EXAMPLE Technical names of system objects. These include report names, program names, transaction codes, table names, and
key concepts of a programming language when they are surrounded by body text, for example, SELECT and IN-
CLUDE.
Example Output on the screen. This includes file and directory names and their paths, messages, names of variables and parame-
ters, source text, and names of installation, upgrade and database tools.
Example Exact user entry. These are words or characters that you enter in the system exactly as they appear in the documenta-
tion.
<Example> Variable user entry. Angle brackets indicate that you replace these words and characters with appropriate entries to
make entries in the system.
EXAMPLE Keys on the keyboard, for example, F 2 or E N T E R .
© 2024 SAP SE or an SAP affiliate company. All rights reserved.

No part of this publication may be reproduced or transmitted in any form or
for any purpose without the express permission of SAP SE or an SAP affili-
ate company. The information contained herein may be changed without
prior notice.
Some software products marketed by SAP SE and its distributors contain
proprietary software components of other software vendors. National product
specifications may vary.
These materials are provided by SAP SE or an SAP affiliate company for in-
formational purposes only, without representation or warranty of any kind,
and SAP or its affiliated companies shall not be liable for errors or omissions
with respect to the materials. The only warranties for SAP or SAP affiliate
company products and services are those that are set forth in the express war-
ranty statements accompanying such products and services, if any. Nothing
herein should be construed as constituting an additional warranty.
SAP and other SAP products and services mentioned herein as well as their
respective logos are trademarks or registered trademarks of SAP SE (or an
SAP affiliate company) in Germany and other countries. All other product
and service names mentioned are the trademarks of their respective compa-
nies.
See www.sap.com/copyright for additional trademark informa-

Service Quotation (4GA_PH) tion and notices.
Appendix PUBLIC 44

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Test Script

SAP S/4HANA Cloud - 19-12-23

Service Quotation (4GA_PH)

Service Quotation (4GA_PH)

Service Quotation (4GA_PH)

Caution Testing in a 3-System Landscape

2.1 System Access

Service Quotation (4GA_PH)

Data Sample Details Comments

Employee <em- Use the employee ID that is as-

Sales Organization 5810 Dom. Sales Org

Service Quotation (4GA_PH)

3KV Create Service Product for Service Processes

2.4 Additional Manual Configuration

2.5 Configure Service Teams

2.5.1 Define Service Team Profile

2 Access App Open Manage Your Solution (F1241).

Service Quotation (4GA_PH)

4 Access Configuration Make the following entries:

5 Open Open Service Teams.

SAP Central Business Configuration:

Test Test Step Name Instruction Expected Result Pass / Fail /

1 Log On Log on to the project experience in SAP Central Business Configuration.

Service Quotation (4GA_PH)

● Team Type: SRV_FS

2.5.2 Assign Service Team Profile to Service Transactions

Service Quotation (4GA_PH)

2 Access App Open Manage Your Solution (F1241).

4 Access Configura- Make the following entries:

5 Open Open Service Teams.

SAP Central Business Configuration:

Service Quotation (4GA_PH)

1 Log On Log on to the project experience in SAP Central Business Configuration.

Description: Service Quotation

Description: Service Quotation (Fixed Price)

2.5.3 Create a Service Team

1 Log On Log on to the SAP Fiori launchpad as a Business Process Specialist.

Service Quotation (4GA_PH)

3 Create A New Team Choose Create. The Team screen displays.

6 Enter Team Owner It is recommended to leave the default team owner.

Service Quotation (4GA_PH)

3.1 Service Quotation

3.1.1 Service Quotation Item

Process Step Business Role App/Transaction Expected Results

3.1.2 Fixed Price Service Bundle

Process Step Business Role App/Transaction Expected Results

Service Quotation (4GA_PH)

3.1.3 Service Bundle

Process Step Business Role App/Transaction Expected Results

3.2 Fixed Price Service Quotation

3.2.1 Fixed Price Item

Process Step Business Role App/Transaction Expected Results

Service Quotation (4GA_PH)

3.2.2 Fixed Price Service Bundle

Process Step Business Role App/Transaction Expected Results

Service Quotation (4GA_PH)

4.1 Service Quotation

4.1.1 Service Quotation Item

4.1.1.1 Create Service Quotation