At the conclusion of this exercise, you will be able to: • Create service master records
• Create master conditions
• Define a model service specification
Your company will use master data to make service entry easier. To test the upcoming scenarios, create service masters and maintain conditions for them.
1-1 You want to use service master records for services that must be procured often. Use examples of services that apply to your company. Your company may order, for example:
Office cleaning services
Equipment maintenance and repairs Landscape maintenance
Consultant services Temporary help Building contracting
1-1-1 Find the menu to create a service master and add it to your Favorites. 1-1-2 Create two service master records. Use internal number assignment for your
services. Enter all data for both services and then save. First service:
Short text: Service description
Service category: Service: purchasing
Base unit of measure: AU for activity unit or H for hour, for example
Material group: 007
I n t e r n a l U s e S A P P a r t n e r O n l y
I n t e r n a l U s e S A P P a r t n e r O n l y
© SAP AG SCM540 3-17
Long text is optional.
Record the short text for the service.
First service: __________________________________________ Create another service with a different description. The data is otherwise the same as in the first service. Record the short text for the service
Second service: __________________________________________ Save the service master records.
1-2 Display both service masters that you created. Record the service activity number assigned to each.
First service activity number: ____________________________________ Second service activity number: ____________________________________
Add this data to your worksheet.
1-3 Your new service masters need default pricing condition records.
1-3-1 Enter the price at the service level without specifying a plant or vendor. Choose an amount (price) and EUR as the unit (currency).
Accept the suggested validity period. These conditions display your “own estimate” and can be used for requisitions.
First service price: _________________________________ Second service price: _____________________________________ _________________________________
Add this data to your worksheet.
1-3-2 Enter the prices at the service and vendor level. Enter the prices for purchasing organization 1000 and vendor T-K540A##. Choose an amount (price) and enter EUR as the unit (currency). These conditions can be above your “own estimate” and are used in purchase orders.
First service price: _________________________________ Second service price: _____________________________________ _________________________________
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I n t e r n a l U s e S A P P a r t n e r O n l y
© SAP AG SCM540 3-18
1-4 You plan to order your new services often as a group. Define a model service specification to allow you to refer to this service quickly.
Model service specification: MODEL##
Service category: SERV
Description Any description
Search term: GR##
Currency: EUR
Material group: 007
Purchasing organization: 1000
In the list of services, include your two service master records and a third line with only a short description. Complete the quantity, amount (price) and unit of measure for each service line. Record the data.
Service short text Quantity UoM Amount
Add this data to your worksheet.
1-5 You will frequently procure services from your vendor T-K540A##. Check the vendor master record for purchasing organization 1000.
Which order currency was entered? _______________________________ Which terms of payment are used in purchasing? _____________ Has the indicator been set for purchase order processing? ________
Has the indicator been set for evaluated receipt settlement? (AutoEvalGrSetmtDel) __________________________________________
Has the indicator been set for service-based invoice verification?
I n t e r n a l U s e S A P P a r t n e r O n l y
I n t e r n a l U s e S A P P a r t n e r O n l y
© SAP AG SCM540 3-19
Solutions
Unit: Master Data
1-1 You want to use service master records for services that must be procured often. Use examples of services that apply to your company. Your company may order, for example:
Office cleaning services
Equipment maintenance and repairs Landscape maintenance
Consultant services Temporary help Building contracting
1-1-1 Find the menu to create a service master and add it to your Favorites. In the SAP Easy Access menu, select the following:
Logistics → Materials Management → Service master → Service → Service master
Select the transaction and choose Add to Favorites, or
Drag the entry directly to your Favorites.
1-1-2 Create two service master records. Use internal number assignment for your services. Enter all data for both services and then save.
Select Create new service.
In the header of your service enter the following:
Service number Do not enter anything. The system will
assign the number.
Short text Service description
Service category Service: purchasing
Base unit of measure For example, AU (for activity unit) or H (for hour)
I n t e r n a l U s e S A P P a r t n e r O n l y
I n t e r n a l U s e S A P P a r t n e r O n l y
© SAP AG SCM540 3-20
In Basic Data enter a material group and a valuation class.
Material group 007 (Services)
Valuation class 3200
Long text is optional. Record the short text for the service. (The text is case sensitive.)
Do not save yet.
Create another service with a different description. The data is otherwise the same as in the first service.
Select Create new service again.
In the header of your service enter the following:
Service number Do not enter anything. The system will
assign the number.
Short text Service description
Service category Service: purchasing
Base unit of measure For example, AU (for activity unit) or H (for hour)
In Basic Data enter a material group and a valuation class.
Material group 007 (Services)
Valuation class 3200
Long text is optional. Record the short text for the service. (The text is case sensitive.)
Save both service master records. Choose Save.
1-2 Display the service masters that you created. Record the service activity number assigned to each.
In the SAP Easy Access menu, select the following:
Logistics → Materials Management → Service master → Service → Service list
Enter your user name in the field Created by and choose Execute. Alternatively, you can use the Service Mastertransaction.
I n t e r n a l U s e S A P P a r t n e r O n l y
I n t e r n a l U s e S A P P a r t n e r O n l y
© SAP AG SCM540 3-21
1-3 Your new service masters need default pricing condition records.
1-3-1 Enter a price at the service level without specifying a plant or vendor. Choose an amount (price) and enter EUR as the unit (currency). These conditions display your “own estimate” and can be used for requisitions.
In the SAP Easy Access menu, select the following:
Logistics → Materials Management → Service master → Service → Service conditions → For service → Add
Enter both service numbers and the prices. Use the currency EUR as the unit for the amount. You can accept price unit 1 and the suggested validity period without making any changes.
Choose Save.
1-3-2 Enter the prices at the service and vendor level. Enter the prices for purchasing organization 1000 and vendor T-K540A##. Choose an amount (price) and enter EUR as the unit (currency). These conditions can be above your “own estimate” and are used in purchase orders.
In the SAP Easy Access menu, select the following:
Logistics → Materials Management → Service master → Service → Service conditions → For vendor without plant → Add
First, enter your purchasing organization and vendor.
Purchasing Organization 1000
Vendor T-K540A##
Enter both service numbers and the prices. You can accept the currency EUR as the unit for the amount, the price unit 1 and the suggested validity period without making any changes.
Choose Save.
1-4 You plan to order your new services often as a group. Define a model service specification to allow you to refer to this service quickly.
In the SAP Easy Access menu, select the following:
Logistics → Materials Management → Service master → Model service specification
→ Create
Enter the following data on the initial screen for creating model service specifications (model specs).
Model service specs MODEL##
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© SAP AG SCM540 3-22
Enter to following information on the General Data screen:
Description Service description
Search term GR##
Currency EUR
Material group 007
Enter the following information on the Default data for purchase requisition screen:
Purchasing Organization 1000
In the list of services, include your two service master records and a third line with only a short description. Complete the quantity, amount (price) and unit of measure for each service line.
Select icon Services and add three services to your service specification. Choose Save.
1-5 You will frequently procure services from your vendor T-K540A##. Check the vendor master record for purchasing organization 1000.
Which order currency was entered?
Which terms of payment are used in purchasing?
Has the indicator been set for purchase order processing?
Has the indicator been set for evaluated receipt settlement? (AutoEvalGrSetmtDel) Has the indicator been set for service-based invoice verification?
In the SAP Easy Access menu, select the following:
Logistics → Materials Management → Purchasing → Master data → Vendor → Purchasing → Display (current)
On the initial screen, enter the vendor number and the purchasing organization. Select
Purchasing Data.
Vendor T-K540A##
Purchasing Organization 1000
The purchasing data contains details such as the following: Conditions:
Purchase order currency EUR
Terms of payment ZB00
Control data:
Automatic purchase order Yes
AutoEvalGrSetmtDel No