CRM 7.

0 EHP1 Creating a Service Contract

System Access Information
This paragraph gives you the generic system access information needed to run this process.

System Landscape
System Landscape, this Process is built in Corporate Standard Demo Landscape, Cross Industry (Generic Demo System) Sales Platform Weekly Refresh Solution Components used in this Process SAP CRM, ERP

System Access
http://igdiw.wdf.sap.corp:1080/docu/CRM__70_EHP/demolink_CRM_70_EHP.htm

Master Data
Predefined User (Role) Transaction Type Business Partner Sold To Product SERVICEMAN ZSC1 3271 SER_021 SRV1_4 R-1160 Paul Johnes, Service Manager Service Contract Media Store Standard 5x10 Repair Hard Disk, 20 GB

The service contract created here will be determined when creating a service order for the same combination of data (customer and products or IBases).

Use
A contract is an agreement between customer and supplier. The contract contains products, price agreements, duration and terms of payment. The customer pays a certain price for this package and receives an agreed performance (i.e. telephone hotline 7*24, reduced prices on spare parts etc.).

Creating the Service Contract

. ...

.1 Log on to the New CRM UI with the User ID SERVICEMAN and password welcome. .2 Choose Service Contracts and navigate to Create -> Service Contract. .3 Choose the transaction type Service Contract.

.4 Enter a description for the document making it easier for you to recognize it again later.
(Please follow the rule not to use a test description unsuitable for a customer demo system.) If you do not show the billing data, please enter a date in the Contract End field corresponding to the date of your demo. This way your contract will not interfere with any other demos following yours.

.5 .6 .7 .8

In the Sold-To Party field, enter 3271. In the Product ID field of the items table, enter the product SER_021 and the quantity 1. To confirm your entries, press Enter. On the toolbar for the item table, select the Release all Items button or in the column Status of the item list choose Released in the drop down list. choose .

.9 Make sure that you are on Item details level. In the Items area, mark your product SER_021 and .10 In the product list area, enter the product SRV1_4. .11 To confirm your entries, press Enter.
Note: It is possible to enter service parts in product list, but in this example we will position the service contract as more like an extended warranty to the customer that covers services

.12 Optional: Repeat step 10 for other products you might want to add. For IBases/Components do
the same in the area Object List

.13 Open the Price Agreements assignment block and choose . .14 On the Choose Type pop-up, select the price type 0PAR Item Discount and choose OK. .15 In the field Product ID enter the spare part R-1160 or select it using the search option .16 In the field Amount enter the amount 10. .17 To confirm your entries, press Enter. .18 Click
to get back to the contract item details view and then click the to the contract quotation header. .

once again to

.19 Choose

. .20 Make a note of the contract number.

Billing of the Service Contract

... ... ... ... ... ... ... ... ...

.1 Choose Service Operations -> Billing Due List Item.

...

.2 In the Transaction ID field, enter your Contract Number. .3 In the Billing Date area, in the second field, choose is between and than select the month period
before the actual month you want to do the billing for.

.4 Choose

. . . .

.5 Mark the line of your Service Contract and choose .6 On the Individual Billing screen, choose .7 Mark the row of the current month and choose
The billing dues are saved successfully

.8 Log on to the relevant ERP System (R/3) with the User SERVICEMAN and password welcome. .9 Choose the following path: SAP menu -> Accounting -> Controlling -> Cost Element
Accounting -> Master Data -> Accrual Order -> Display. Or you can simply choose Display Internal Order under Favorites.

.10 Under Order, choose the F4 help. .11 On the Internal Order created from CRM Service tab page, in the Business Transaction field, enter
your Transaction Contract number.

.12 Choose

If the Internal Order created from CRM Service tap page are not displayed, choose Internal Order created from CRM Service .13 Double-click on your Transaction Contract number.

and then

.14 Choose

. The system displays the data of your internal order.

.15 In the menu bar, choose Extras -> Cost analysis.

The Planned/actual comparison screen appears .16 Check your accumulated actual revenues. (Cost element 800000, column total actual costs). Having handled service processes and confirmations with reference to your contract, you can settle the internal order as follows.

.17 Choose . .18 Choose the following path: Logistics -> Production -> Shop Floor Control -> Period-End
Closing -> Settlement -> Individual Processing. Or you can simply choose Actual Settlement Order under Favorites.

.19 .20 .21 .22

If a dialog box appears, enter the controlling area 2000. Choose . In the Order filed, the system displays your order number. If not, choose the F4 help. On the Internal Order created from CRM Service tab page, in the Business Transaction field, enter your Transaction Contract number.

If the Internal Order created from CRM Service tap page is not displayed, choose Internal Order created from CRM Service.

and then

.23 Choose

. .24 Double-click on your Transaction Contract number. .25 Enter the actual settlement period (e.g. 004 for April) and the fiscal year (e.g. 2007 for the year).

.26 Deselect Test run. .27 Choose .

The revenues of your order are posted now into CO-PA.