Service: Service in a intangible goods, which can be procured by a vendor.
Sap Service known as External Service Configuration (ESM)
Its a well tested business process in SAP. ESM is a component of MM module, It support the
complete cycle with procurement as well as invoice verification.
SERVICE MASTER CONFIGURATION
Service Master
Service master contains the service number, description, characteristics etc. This is also called
master data in External Service Management. It play as master data when you create a service
entry sheet.
Step 1 : Service Number Range configuration
A service number is a unique number for each service entry sheet. It can be maintain internally or
externally.
T-code = ACNR
Configuration Path = SPRO-IMG-MM-External Services Management-Service Master-Define
Number Ranges
Maintain Number range and assign group as per your requirement. (little bit same as material
master number range)
Step 2 : Maintain Account Category Reference and valuation Class.
As we know, Account Category Reference is used for group together many valuation class, so that
we can use these valuation class for service master under service category.
Valuation class is used to group together several material or service with their same attributes. So
that we don't need to maintain G/L for every service master.
T-code OMSK
Configuration path = SPRO-IMG-MM-Valuation and Account Assignment-Account Determination-
Account Determination Without Wizard-Define Valuation Classes
Click on Account Category Reference
Give the ACR code ans description, and save your data.
Then click back and press on valuation class.
Here maintain valuation class and maintain the account category reference (which you have
created in previous screen).
Step 3 : Service Category Configuration
Service category is a most important area for service master record.
A. Define Organizational Status for Service Categories
Organizational status describe the attributes of service category, It specify the organizational unit
on where the service master will stored.
T-code OMV2
Configuration Path = SPRO-IMG-MM-External Services Management-Service Master-Define
Organizational Status for Service Categories
Maintain Organizational status as per your requirement. This will be assign to Service category.
So Maintain these as per your requirement.
B. Define Service Category
According to uses of service service category is maintain [Link] has control function and its
define the attributes of services.
T-code OMV1
Configuration Path = SPRO-IMG-MM-External Services Management-Service Master-Define Service Category
Here you have to maintain the service category. Give the Service Category, give the organization
status(which is created previous step), tick the number range uses(External number range uses or
not). Give the access sequences and description.
Maintain the Account Category Reference which you have created in Step 2.
Give the description and save your data.
Step 4 : Maintain Field Selection
Field selection is used for how the field are looking to you. It can set as editable/ non-editable and
hide. you can set the field selection as per your business requirement.
There are two steps for field selection of service entry sheet.
1. Define Field Selection for Service Master (Individual Maintenance)
2. Define Field Selection for Service Master (List Entry)
1. Define Field Selection for Service Master (Individual Maintenance)
Here you can maintain field selection for individual service master record.
Maintain here as per your requirement.
2. Define Field Selection for Service Master (List Entry)
Here you can maintain field selection for a large number of service master record with list entry.
Also maintain this portion as per your business requirement.
Step 5 : Maintain Attributes of System Messages
As we know system messages can maintain the message attributes as Warning/Error.
Configuration Path = SPRO-IMG-MM-External Services Management-Define Attributes of System
Messages
You can set up the system message attributes here as per your business process. You can more
on clicking New Entries.
Message Contains E for Error, W for Warning, Blank for not populate.
Step 6 : Maintain Screen layout
In this step, you can maintain how your screen will be looking. You can maintain here any field as
suppress mode, optional entry mode, Mandatory entry mode.
Also this screen is depend on your business requirement. Maintain here and save your data.
Step 7 : Source Determination and Default Values
In this step you can maintain Source determination facility, default value of unit of measure for
service item level, material group for service, service specification line number etc.....
There are two steps for that:
Client Level
Purchase Organization Level.
A. Client Level
You maintain the configuration here for all purchase organizations.
Configuration path = SPRO-IMG-External Services Management-Source Determination and
Default Values-for Client
Maintain Service specification, default material group, default unit of measure and following data
as per your requirement.
B. Purchase Organization Level
If you maintain here any default value, then this is apply for only certain purchase organization
which you have used.
Configuration path = SPRO-IMG-External Services Management-Source Determination and
Default Values-for Purchasing Organizations
Maintain here your default data for service master.
Note : If you maintain default value here, it will be the first prior of service master.
Save your data.
Step 8 : Service Group Configuration
Service group is used for group together several service with their same attributes.
Service material group is similar to material group.
T-code OMSF
Configuration Path = SPRO-IMG-Logistics - General-Material Master-Settings for Key Fields-
Define Material Groups
Here maintain the service group (as material group)
Save your data.
Step 9 : Division Configuration
Division is grouping several materials, products or services to determine the sales area and
business place.
T-code OVXB
Configuration Path = SPRO-IMG-Enterprise Structure-Definition-Logistics - General-Define, copy,
delete, check division-Define Division
Create you division and save your data.
Then You have to assign the division to plant and valuation area.
T-code OMJ7
Configuration Path = SPRO-IMG-Enterprise Structure-Assignment-Logistics - General-Assign
Business Area to Plant/Valuation Area and Division
Choose the option and assign Division, then save your data.
Step 10 : Calculation Formula
The calculation formula in service master can be used to calculate the quantity of variable-size
items.
Suppose for hoarding, if you have rate per inch, then with this formula service master will auto
calculate the total quantity.
T-code ML89
Configuration Path = SPRO-IMG-MM-External Services Management-Formulas for Quantity
Determination-Define Formulas
Maintain the formula as per your business requirement.
Now we have to specify the variable definition for formula calculation in service line.
T-code ML99
Configuration Path = SPRO-IMG-MM-External Services Management-Formulas for Quantity
Determination-Specify Names of Formula Variables
Maintain the Formula Number, Variable, Base UoM and Description for each variable.
Do as per your requirement for every variable.
Service Master configuration has been done.
Now we have to do Service Document Configuration and Service Pricing
Procedure and Service Release Strategy.
As we have already discuss about Service Master Configuration on previous document, now we
are going to next configurations.
Service Document Configuration
Service documents are used during the service process at different stages Like Purchase Order,
Service Entry Sheet, invoice varification.
Purchase order is used as a instruction document to vendor or service provider to perform service
with all terms and conditions.
Service Entry Sheet is used to confirm the service which is provided by the service vendor or
provider.
And the invoice verification used for to confirm the invoice raised by the service provider with
reference to the given purchase order.
Step 1 : Service Purchase Order Configuration
A purchase order is a legal document for service provider/vendor to record individual purchase
with all terms and conditions. Its also provide to vendor with the reference document link to goods
receipt and invoice verification.
Purchase Order has many types of Item category.
Like Standard, subcontracting, Stock transfer, Consignment, service etc etc....
We have to go with Service, which is on item category as D.
Number range :
We have to assign a number range to each Service Purchase order.. This a unique number for
each order.
We can use existing number or we can create a new number range to differentiate service
Purchase order.
We can use both external and internal number range for service purchase order.
New number range creation as follows:
Configuration Path = SPRO-IMG-Materials Management-Purchasing-Purchase Order-Define
Number Ranges
Here is the existing number range, You can create new number range from also.
Document Type
We can use existing document type for service PO, or we can also create our won document type
for service purchase order.
Document type control these following areas:
Item Intervals
External and internal Number range
Field selection
Item category.
Configuration Path = Configuration Path = SPRO-IMG-Materials Management-Purchasing-
Purchase Order-Define Document Types
Here I have created Create a Z document type and assign all control areas like item intervals
number range (assign the new, if you have created), field selection (You can use FOF, which is
provided by SAP or you can create your own by coping existing).
You can restrict to use only item category D for this document type. Just select the document type,
the double click "Allow Item Category" (in left side)
Here I have allowed only item category D.
Purchase Order is ready to use for service entry.
Step 2 : Service Entry Sheet Configuration
The Service Actually performed (which have been done already) by a service vendor are recorded
in Service Entry Sheet with reference to a PO.
The Invoice of services can be entered only when the service has been accepted.
After service acceptance the value will be automatically updated in specified G/L accounts.
We have assign a unique number for each service entry sheet. For that we need a number range
for service entry sheet.
Number Range
T-code OMH9
Configuration path = SPRO-IMG-Materials Management-External Services Management-Number
Ranges-Define Number Ranges for Service Entry Sheet
Click on edit intervals.
Here you can create your own number range and maintain it as external or internal, or you can
use existing one.
As similar you have to maintain number range for Service package
Configuration path = Configuration path = SPRO-IMG-Materials Management-External Services
Management-Number Ranges-Define Internal Number Range for Service Specifications
Here you can create your own number range and maintain it as external or internal, or you can
use existing one.
Number Range Assignment with service entry sheet.
Configuration Path = Configuration path = SPRO-IMG-Materials Management-External Services
Management-Number Ranges-Assign Number Ranges
Maintain the number ranges here for service package and service entry sheet.
Now our service document configuration has been done.
SERVICE RELEASE STRATEGY
There are a document already exists for service release strategy.
Please go though this document for service release strategy.
[Link]
SRV+Release+Strategy+for+Service+Entry+Sheets
SERVICE PRICING PROCEDURE
When we enter Service PO, the pricing procedure is fetched from PO pricing procedure, which has
been describe on this blog
Pricing procedure Details and Steps in SAP MM
Buy whenever we have entered in service entry sheet in ML81N, it fetch a pricing procedure. It's
configuration done via service pricing procedure.
As we have all idea about pricing procedure. It's also little bit same as other pricing procedure.
We have to maintain Condition types, Access Sequence, Condition Table, Calculation Schema,
Schema assignment.
We know about all these above details.
Configuration
Here we have to maintain Condition table, Access Sequence, Condition Type, Calculation Schema
and Schema assignment.
Step 1 : Maintain Condition Table
As SAP has maintained already maximum condition tables. Generally we not need to maintain
new condition table, but If your requirement is different and you need to create new condition
table, then follow the process:
T-code M/13
Configuration path = SPRO-IMG-MM-External Services Management-Maintain Conditions for
Services-Create Condition Table (Service)
Here you have to enter new condition table and also you can copy existing condition table.
Double click on the field name which you want to use on this condition table.
When you double click on the field the field will come to left side and the field colour will be blue.
Now save your data.
Step 2 : Maintain Access Sequence
T-code M/11
Configuration Path = SPRO-IMG-MM-External Services Management-Maintain Conditions for
Services-Access: Maintain (Price Services)
There are some maintained access sequence here, You can maintain the new condition table in
existing access sequence or you can create your own.
Just Click on new entries and create your access sequence. Then maintain the condition table on
your newly created access sequence.
Step 3 : Maintain Condition Type
T-code M/10
Configuration path = SPRO-IMG-MM-External Services Management-Maintain Conditions for
Services-Conditions: Condition Types
The condition type PRS and PRSX is for gross price.
PRS is automatic price determination and PRSX is manual price determination. You can use this,
or you can create your own condition types.
maintain the access sequence as per your requirement.
For more understanding I refer this link SAP Online Help
Also maintain the discount, surcharges, etc etc as per your requirement.
Step 4 : Maintain Schema
T-code M/12
Configuration path = SPRO-IMG-MM-External Services Management-Maintain Conditions for
Services-Conditions-Schema for Services
As you can see, there are some calculation schema has already created by sap. You can use the
existing one or create your own.
Just click on New entries
As we know about how the calculation schema is calculating, against that calculation you have to
enter the condition types and other values.
Maintain the condition types as per your requirement.
Step 5 : Schema Assignment per Document type
In this step we can assign the calculation schema to the document type for purchase document for
service entry sheet.
T-code M/16
Configuration path = SPRO-IMG-MM-External Services Management-Maintain Conditions for
Services-Conditions-Variable Calculation Schema for Services
Here you can maintain your own calculation schema for purchasing document type.
First column for Purchase document category
You have to choose like RFQ, PO, PR, Contract.
Then choose your Document type as per combination of document category.
Then enter your calculation schema.
Now our pricing procedure for service is done.
Test
Now we are going to create a service entry sheet.
We can see our pricing procedure is flowing like as our calculation schema.