Test Script

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

Service Order Management and Monitoring (3D2_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 Preliminary Steps
2.5.1 Create Employee via CSV File Upload
2.5.2 Initialize Material Stock
2.5.3 Confgiure Overtime
2.5.4 Configure Overtime Category
2.5.5 Maintain Service Cost Level for Worker
2.5.6 Maintain Cost Rates
2.5.7 Configure Service Teams
2.5.7.1 Define Service Team Profile
2.5.7.2 Assign Service Team Profile to Service Transactions
2.5.7.3 Create a Service Team
2.5.8 Configure Situation Handling (Optional)
2.5.9 Configure Credit Check Management (Optional)
2.5.10 Configure Simulative ATP Check (Optional)
2.5.11 Manage Substitution/Validation Rules (Optional)
2.5.12 Configure Lifecycle Status for Reservation Creation in Service Transaction (Optional)

3 Overview Table
3.1 Service Order Templates
3.1.1 Service Order Template
 3.1.2 Fixed Price Service Order Template
3.2 Service Order
3.2.1 Service Item
3.2.2 Fixed Price Service Bundle
3.2.3 Service Bundle
3.2.4 Service Bundle with Billing Request Lines (Ad Hoc Billing)
3.3 Fixed Price Service Order
3.3.1 Fixed Price Order
3.3.2 Fixed Price Service Bundle
3.3.3 Service Bundle with Billing Request Lines (Ad Hoc Billing)

4 Test Procedures
4.1 Service Order Templates
4.1.1 Service Order Template
4.1.1.1 Create Service Order Template
4.1.1.2 Release Service Order Template
4.1.1.3 Create Follow-Up Transaction for Service Order
4.1.2 Fixed Price Service Order Template
4.1.2.1 Create Fixed Price Service Order Template
4.1.2.2 Release Fixed Price Service Order Template
4.1.2.3 Create Follow-Up Transaction for Fixed Price Service Order
4.2 Service Order
4.2.1 Service Items
4.2.1.1 Create Service Order
4.2.1.2 Release Service Order Line Item
4.2.1.3 Change Service Order
4.2.1.4 Release Service Order
4.2.1.5 Create Confirmation
4.2.1.6 Cancel Service Confirmation (Optional)
4.2.1.7 Release Confirmation for Billing
4.2.1.8 Create Billing Document (Invoice)
4.2.2 Fixed Price Service Bundle
4.2.2.1 Create Service Order
4.2.2.2 Create Confirmation
4.2.2.3 Release Order for Billing
4.2.2.4 Create Billing Document (Invoice)
4.2.3 Service Bundle
4.2.3.1 Create Service Order
4.2.3.2 Create Confirmation
4.2.3.3 Release Order for Billing
4.2.3.4 Create Billing Document (Invoice)
4.2.4 Service Bundle and Item with Billing Request Lines (Ad Hoc Billing)
4.2.4.1 Create Service Order
4.2.4.2 Schedule Job

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 4.2.4.3 Create Billing Document (Invoice)
4.3 Fixed Price Order
4.3.1 Fixed Price Service Order
4.3.1.1 Create Service Order
4.3.1.2 Create Confirmation
4.3.1.3 Release Order for Billing
4.3.1.4 Create Billing Document (Invoice)
4.3.2 Fixed Price Service Bundle
4.3.2.1 Create Service Order
4.3.2.2 Create Confirmation
4.3.2.3 Release Order for Billing
4.3.2.4 Create Billing Document (Invoice)
4.3.3 Service Bundle and Item with Billing Request Lines (Ad Hoc Billing)
4.3.3.1 Create Service Order
4.3.3.2 Schedule Job
4.3.3.3 Create Billing Document (Invoice)

5 Appendix
5.1 Process Integration
5.1.1 Preceding Scope Items
5.1.2 Succeeding Processes

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1 Purpose

This scope item covers service order creation in SAP S/4HANA Cloud. After planning, the service order is released for execution. Once the service order line items are released, a purchase requisi-
tion is created automatically for non-stock spare parts.
Service confirmations are posted against the service order line items. Based on the confirmation, time-sheet entries and expenses incurred are posted. Procurement costs can be copied into the confir-
mation from the supplier invoice or from the purchase order, so that the customer can be billed (Time & Material Service).
When a service order or confirmation is released for billing, a billing document request is created to invoice the customer.
The confirmation can be manually canceled, thus canceling the succeeding invoice and the billing document request (BDR).
Service orders can also be created automatically in the background as a follow-on from preceding processes, such as Service Quotations (4GA) or Recurring Services (4X5).

Service Order Management and Monitoring (3D2_PH)

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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

System 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 ID (Role Template) Name (Launchpad Space) ID (Launchpad Space) Log On
Template)

Customer Ser- SAP_BR_CUSTOMER_ Service Management SAP_BR_CUSTOMER_SRVC_MGR Your system ad-

vice Manager SRVC_MGR ministrator provides
the user and pass-

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 Name (Role ID (Role Template) Name (Launchpad Space) ID (Launchpad Space) Log On
Template)

word information.

Service Techni- SAP_BR_CUSTOMER_ Service Processing SAP_BR_CUSTOMER_SRVC_TEC Your system ad-

cian - Customer SRVC_TEC ministrator provides
Service the user and pass-
word information.

Business SAP_BR_BUSINESS_ Business Process Management / Business Process Management / SAP_BR_BUSINESS_PROCESS_SPEC / SAP_CA_SPT_BPS_PC / Your system ad-
Process Spe- PROCESS_SPEC ministrator provides
cialist the user and pass-
word information.

Billing Clerk SAP_BR_BILLING_C Billing SAP_BR_BILLING_CLERK Your system ad-

LERK ministrator provides
the user and pass-
word information.

Cost Accoun- SAP_BR_OVERHEAD_ Overhead Accounting SAP_BR_OVERHEAD_ACCOUNTANT Your system ad-

tant - Overhead ACCOUNTANT ministrator provides
the user and pass-
word information.

Configuration SAP_BR_BPC_EX- Business Process Configuration / Business Configuration - Feature Man- SAP_BR_BPC_EXPERT / SAP_CA_SPT_BPC_FM_PC / Your system ad-
Expert - Busi- PERT agement / Business Process Configuration - Workflow / Manage your SAP_CA_SPT_BPC_WORKFLOW_PC / ministrator provides
ness Process Solution / Business Process Configuration - Extensibility Explorer / SAP_CA_SPT_IC_LND_BASE_PC / SAP_EI_SPT_BPC_EXT_PC / the user and pass-
Configuration Business Process Configuration - Finance / Business Process Configura- SAP_FIN_SPT_BPC_EXPERT_PC / SAP_MM_SPT_BIZ_PROC_CON- word information.
tion - Procurement / Business Configuration - Transportation FIGN_PC / SAP_TM_SPT_TRANSPCFG_PC

Inventory Man- SAP_BR_INVEN- Inventory Management SAP_BR_INVENTORY_MANAGER Your system ad-

ager TORY_MANAGER ministrator provides
the user and pass-
word information.

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. Depending on
the operational focus of your company, the master data represents materials, customers, and suppliers, for example.
Use your own master data or the following sample data to go through the test procedure.

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 Data Sample Value Details Comments

Customer 58100001 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 <employee> Use the employee ID that is as-

signed to your user.

Service product (service) SRV_01 Services A service is usually performed by an internal employee. Alternatively, it can be procured from a third party (external workforce
procurement). In that case, the scope item 3NI is required.

Service Product (Service Expense) SRV_02 Service Expenses

Service Part (Undefined) SRV_03 Service Part (Undefined) Non-Stock Material

Note If you want to test a spare part which is procured, scope item Procurement for Service Management (3NI) must be acti-
vated.

Service Part (Defined) SRV_04 Service Part (Defined) Non-Stock Material

Note If you want to test a spare part which is procured, scope item Procurement for Service Management (3NI) must be acti-
vated.

Service Product (Service Part SRV_05 Stock Service Part Note If you want to test a spare part which is procured, refer to the materials Service Part (Undefined) or Service Part (De-
Picked from Stock) fined).

Sales Organization 5810

Material BOM, Equipment BOM SRV_BOM_* If you want to use product proposals, you must maintain the BOM items as described in Create Material and Equipment BOM for
Service (63J).

You can find general information on how to create master data objects in the following Master Data Scripts (MDS) .
Table 1: Master Data Script Reference
MDS Description

3KV Create Service Product for Service Processes

63J Create Material and Equipment BOM for Service

Service Order Management and Monitoring (3D2_PH)

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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, see the Set-Up Instructions for this scope item on SAP Best
Practices Explorer. https://rapid.sap.com/bp/

2.5 Preliminary Steps

2.5.1 Create Employee via CSV File Upload

Please refer to SAP Note 2555311 for details on how to create or update personal details, employment and service cost level data of an employee.

Note Please make sure to assign a cost center to your employee, for example, 58101902. This cost center will be used in the chapter Maintain Cost Rates.

2.5.2 Initialize Material Stock

Purpose

It is required to have enough stock in the standard storage location of the plant.
If there is not enough stock, you must post initial stock directly to the storage location.

Prerequisite

The service product SRV_05 must have been created successfully as described in Master Data Script 3KV.
Furthermore, you may need to first complete Master Data Script Create New Open MM Posting Period (BNZ) to post stock.

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Procedure

Test Step Test Step Instruction Expected Result Pass / Fail / Com-
# Name ment

1 Log On Log on to the SAP Fiori launchpad as a Inventory Manager.

2 Access App Open Manage Stock (F1062). The Manage Stock screen appears.

3 Input Mate- Make the following entries and press Enter:

rial ● Plant: 5810
● Material: SRV_05

4 Select Stock Select the icon beside the stock to which you want to add initial stock. A dialog box opens. The Storage Location, Stock Type and Current Quantity are displayed
● Storage Location: Std. storage 1 (581A) according to your entries in the previous steps.

● Unrestricted-Use Stock: <current stock quantity>

5 Add Initial If the existing quantity of Unrestricted-Use Stock is not sufficient, make the The stock has been added.
Entry following entries and choose Post:
● Stock Change: Initial Entry
● Quantity: <enter a number>
● Document Date: for example, <today's date>
● Posting Date: for example, <today's date>

2.5.3 Confgiure Overtime

Purpose

If you want to use overtime in the service scenario, you have to first switch on overtime. For the process described in this test script, this is mandatory. Do not forget to maintain the condition records
as described in Set Prices for Overtime of Master Data Script 3KV afterwards.

Procedure

Depending on your configuration environment for SAP S/4HANA Cloud, choose one of the following options:
Configure Your Solution:

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 Test Step # Test Step Name Instruction Expected Result Pass / Fail / Comment

1 Log On Log on to the SAP Fiori launchpad as a Configuration Expert - Business Process
Configuration

2 Access App Open Manage Your Solution (F1241).

3 Access Configuration Open Configure Your Solution. The Configure Your Solution: Realize Phase screen displays.

4 Access Configuration Make the following entries:

Application Area: Human Resources
Sub Application Area: Time Sheet

5 Open Open Time Recording.

6 Select Configuration For the Maintain Data Entry Profiles (S/4HANA) step, choose Configure. The Maintain Data Entry Profiles (S/4HANA): Change screen dis-
Step plays.

7 Select Data Entry Profile Select the profile S4H_INT and choose Details. The Maintain Data Entry Profiles (S/4HANA): Change: Details
screen displays.

8 Select Overtime Under General Settings, ensure that the flag for Overtime is selected. Overtime is enabled.

SAP Central Business Configuration:

Test Step Test Step Name Instruction Expected Result Pass / Fail /
# Comment

1 Log On Log on to the project experience in SAP Central Business Configuration. The SAP Fiori launchpad appears.

2 Access Configu- In the Product-Specific Configuration phase, navigate to the Configuration Activities tab. To locate the activity in the The Maintain Data Entry Profiles (S/4HANA):
ration tree view, search for the following activity: Maintain Data Entry Profiles (S/4HANA). Change 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 Con-
figuration Expert - Business Process Configuration.

3 Select Data Entry Select the profile S4H_INT and choose Details. The Maintain Data Entry Profiles (S/4HANA):
Profile Change: Details screen displays.

4 Check Overtime Under General Settings, ensure that Overtime is selected. Overtime is enabled.

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2.5.4 Configure Overtime Category

Purpose

If you want to use overtime in the service scenario you have to switch on overtime. For the process described in this test script, it is mandatory.

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 / Comment

1 Log On Log on to the SAP Fiori launchpad as a Configuration Expert - Business Process Configu-
ration.

2 Access App Open Manage Your Solution (F1241).

3 Access Configuration Open Configure Your Solution. The Configure Your Solution: Realize Phase screen dis-
plays.

4 Access Configuration Make the following entries:

Application Area: Human Resources
Sub Application Area: Time Sheet

5 Open Open Time Recording.

6 Select Configuration Step For the Maintain Overtime Categories step, choose Configure. The Overtime Categories for Time Sheet screen displays.

7 Create Overtime Category Check if there is at least one overtime category available. The overtime categorys are maintained.
If not, create one or more new entries, for example
● Overtime Category: for example, OV01
Description: for example, Overtime Weekday
● Overtime Category: for example, OV02
Description: for example, Overtime Weekend
● Overtime Category: for example, OV03

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 Test Step # Test Step Name Instruction Expected Result Pass / Fail / Comment

Description: for example, Overtime Public Holiday

SAP Central Business Configuration:

Test Step Test Step Name Instruction Expected Result Pass / Fail / Com-
# ment

1 Log On Log on to the project experience in SAP Central Business Configuration. The SAP Fiori launchpad appears.

2 Access Configura- In the Product-Specific Configuration phase, navigate to the Configuration Activities tab. To locate the activity in the tree The Overtime Categories for Time Sheet
tion view, search for the following activity: Maintain Overtime Categories. 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 Configu-
ration Expert - Business Process Configuration.

3 Create Overtime Check if there is at least one overtime category available. The overtime categorys are maintained.
Category If not, create one or more new entries, for example
● Overtime Category: for example, OV01
Description: for example, Overtime Weekday
● Overtime Category: for example, OV02
Description: for example, Overtime Weekend
● Overtime Category: for example, OV03
Description: for example, Overtime Public Holiday

2.5.5 Maintain Service Cost Level for Worker

Purpose

The Administrator can assign a service cost level to a worker. This cost rate is used to determine the internal cost of a service in terms of an actual service order.

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Procedure

Test Step # Test Step Name Instruction Expected Result Pass / Fail / Comment

1 Log On Log on to the SAP Fiori launchpad as a Administrator.

2 Access App Open Manage Workforce (F6097). The Manage Workforce screen displays.

3 Search for Worker Make the following entries and choose Go: The Worker screen displays.
● Worker ID: <ID>
Select the worker from the list to access the Worker details.

4 Assign the Service Cost Level Under the Work Agreements tab, select a Work Agreement to access the Work Agreement de- The Work Agreement screen displays.
tails. The service cost level is assigned to the worker.
Choose Edit.
If a service cost level is not already available, choose Create.
Make the following entries:
● Service Cost Level: for example, 4 (SENIOR CONSULTANT (K4))
● Start Date: for example, <today's date>
● End Date: <future date>
Select the service cost level and choose Apply.
Choose Save.

2.5.6 Maintain Cost Rates

Purpose

This step describes how to maintain cost rates.

Procedure

Test Step # Test Step Name Instruction Expected Result Pass / Fail / Comment

1 Log On Log on to the SAP Fiori launchpad as an Overhead Accountant.

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 Test Step # Test Step Name Instruction Expected Result Pass / Fail / Comment

2 Access App Open Manage Cost Rates - Services (F3161) The Manage Cost Rates - Services screen displays.

3 Maintain Cost Rates Make the following entries and choose Go: The cost rates are created.
Company Code: 5810
Choose Add and make the following entries:
● Cost Center: for example, 58101902
● Activity Type: for example, SV01
● From FY: <year>
● From Period: <period>
● Rate: for example, 50
● Currency: for example, PHP
● Per: for example, 1
● Activity Unit: for example, H
Choose Save.

2.5.7 Configure Service Teams

This section is only relevant if you want to use the service team concept.

2.5.7.1 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:

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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
Configuration.

2 Access App Open Manage Your Solution (F1241).

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 Step For the Define Service Team Profile and Assign Service Team Types step, choose The screen Define Service Team Profile and Assign Serv..: Change
Configure. 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:

Service Order Management and Monitoring (3D2_PH)

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 Test Step Test Step Name Instruction Expected Result Pass / Fail /
# Comment

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

2 Access Configura- 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
tion 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.
Choose the link to navigate directly to the SAP S/4HANA Cloud system. Log on to the SAP Fiori launchpad as a Config-
uration 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.

2.5.7.2 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:

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 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 Configuration.

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 Configura- For the Assign Service Team Profile to Service Transaction Type step, The Assign Service Team Profile to Service Transaction screen displays.
tion Step choose Configure.

7 Maintain Data If you want to use the service team concept in the service order, make the The service team concept has been activated for the standard service order (SVO1) and
following entries and choose Save: its respective service confirmation (SVC1).
● Trans.Type: SVO1
Description: Service Order
Service Team Profile: SRV_FS_P
Description: Field Service Team Profile
● Trans.Type: SVC1
Description: Service Confirmation
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 The service team concept has been activated for the fixed price service order (SVO2)
following entries and choose Save: and its respective service confirmation (SVC2).
● Trans.Type: SVO2
Description: Service Order (Fixed Price)
Service Team Profile: SRV_FS_P
Description: Field Service Team Profile
● Trans.Type SVC2
Description: Service Confirmation (Cost Relevant)

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 Test Step Test Step Name Instruction Expected Result Pass / Fail / Com-
# ment

Service Team Profile: SRV_FS_P

Description: Field Service Team Profile

SAP Central Business Configuration:

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 Assign Service Team Profile to Service Transaction
figuration the tree view, search for the following activity: Assign Service Team Profile to Service Transaction Type. 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
Configuration Expert - Business Process Configuration.

3 Maintain Data If you want to use the service team concept with service orders, make the following entries and choose Save: The service team concept has been activated for the standard
● Trans.Type: SVO1 service order and its respective service confirmation.

Description: Service Order

Service Team Profile: SRV_FS_P
Description: Field Service Team Profile
● Trans.Type: SVC1
Description: Service Confirmation
Service Team Profile: SRV_FS_P
Description: Field Service Team Profile

4 Maintain Data If you want to use the service team concept with fixed price service orders, make the following entries and The service team concept has been activated for the fixed
choose Save: price service order and its respective service confirmation.
● Trans.Type: SVO2
Description: Service Order (Fixed Price)
Service Team Profile: SRV_FS_P
Description: Field Service Team Profile
● Trans.Type SVC2
Description: Service Confirmation (Cost Relevant)
Service Team Profile: SRV_FS_P

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 Test Test Step Instruction Expected Result Pass / Fail /
Step # Name Comment

Description: Field Service Team Profile

2.5.7.3 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.

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/Region: 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.

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 Test Step # Test Step Name Instruction Expected Result Pass / Fail / Comment

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.

2.5.8 Configure Situation Handling (Optional)

Purpose

Situation handling recognizes business situations by evaluating conditions (rules) on business facts. A business situation occurs when a business object changes a status relevant to a user, for in-
stance, when critical deadlines are passed, or a KPI passes a threshold.

Prerequisite

If you want to use situation handling with Service Order Management and Monitoring, Situation Handling (31N) must be in scope. You must carry out the steps that are described in the Situation
Handling (31N) test script.
For more information, see Setting Up Situation Handling (31N).

Procedure

To set up situation handling, create your ready-to-use situation type, maintain the message to be displayed, define the conditions to determine when the situation will be triggered, define recipient
groups who will receive notifications, and monitor the instances.
The following standard situation templates are defined and delivered by SAP for Service Order Management and Monitoring:
● SRVC_DELAY_IN_SRVC_ORD_BILLING (Billing for Service Order Not Completed)
● SRVC_PENDING_SERVICECONFIRMATION (Service Confirmations Required)
● SRVC_SERV_ORDER_TRANSFER_ERROR (Transfer of Service Order Data Failed)
● SRVC_PLND_END_AFTER_DUE_DATE (Planned End Date Is After Due Date)
● SRVC_PLANNED_COST_POSTING_ERROR (Baseline Calculation Not Successful)

Service Order Management and Monitoring (3D2_PH)

Appendix PUBLIC 20
● SRVC_ORDER_MISSING_SERV_EMP (Executing Service Employee Missing
For more information and situation template details (default settings, conditions, notification recipients), see Situation Templates in Service .

2.5.9 Configure Credit Check Management (Optional)

Purpose

You use Credit Management to minimize financial risks for your organization. It enables you to display a business partner's credit rating, or to perform a credit check when creating a transaction doc-
ument. Credit management can be enabled for service orders to maintain and check credit of relevant business partners.
Follow the procedure below to set up credit management for service orders.

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 / Comment

1 Log On Log on to the SAP Fiori launchpad as a Configuration Expert - Business Process Configuration.

2 Access App Open Manage Your Solution (F1241).

3 Access Configuration Open Configure Your Solution. The Configure Your Solution: Realize Phase screen dis-
plays.

4 Access Configuration Make the following entries:

Application Area: Service
Sub Application Area: General Settings

5 Open Open Credit Management.

6 Select Configuration For the Activate Credit Management in Transactions step, choose Configure. The Activate Credit Management in Transactions screen
Step displays.

7 Maintain Data To activate the credit management settings for service orders, make the following entires and The credit management settings are saved.
choose Save:

Service Order Management and Monitoring (3D2_PH)

Appendix PUBLIC 21
 Test Step # Test Step Name Instruction Expected Result Pass / Fail / Comment

● Trans. Type: SVO1

Description: Service Order
Credit Management: Selected
● Trans. Type: SVO2
Description: Fixed Price Service Order
Credit Management: Selected

SAP Central Business Configuration:

Test Step Test Step Name Instruction Expected Result Pass / Fail /
# 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 Activate Credit Management in
ration view, search for the following activity: Activate Credit Management in Transactions. Transactions 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 Data To activate the credit management settings for service orders, make the following entires and choose Save: The credit management settings are saved.
● Trans. Type: SVO1
Description: Service Order
Credit Management: Selected
● Trans. Type: SVO2
Description: Fixed Price Service Order
Credit Management: Selected

Service Order Management and Monitoring (3D2_PH)

Appendix PUBLIC 22
2.5.10 Configure Simulative ATP Check (Optional)

Purpose

You can enable simulative ATP checks for service part items in a service order. Once enabled, ATP checks can be performed for items in the service order to verify the availability of the service part
item.

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 / Comment

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 Configuration Open Configure Your Solution. The Configure Your Solution: Realize Phase screen dis-
plays.

4 Access Configuration Make the following entries:

Application Area: Service
Sub Application Area: General Settings

5 Open Open Activate ATP Check for Service Parts.

6 Select Configuration Step For the configuration step Activate ATP Check for Service Parts, choose Configure. The ATP Relevance for Item Categories screen displays.

7 Enable Check You can select the ATP Relevant checkbox to activate the check for the specified item cate- The ATP check is enabled for the selected item cate-
gory. gories.
Choose Save.

SAP Central Business Configuration:

Service Order Management and Monitoring (3D2_PH)

Appendix PUBLIC 23
 Test Step Test Step Name Instruction Expected Result Pass / Fail / Com-
# ment

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 view, The ATP Relevance for Item Categories
ration search for the following activity: Activate ATP Check for Service Parts. 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 Configuration
Expert - Business Process Configuration.

3 Enable Check You can select the ATP Relevant checkbox to activate the check for the specified item category. The ATP check is enabled for the se-
Choose Save. lected item categories.

2.5.11 Manage Substitution/Validation Rules (Optional)

Test Administration

Customer project: Fill in the project-specific parts.

Test Case ID <X.XX> Testing Date:

Tester Name: Duration:

Business Role(s): Responsibility: <State the Service Provider, Customer or Joint Service Provider and Customer>

With this app, you can display, change, and create substitution and validation rules for your selected business contexts and events for service document. These rules can be used in the respective
business processes to validate, derive, or replace values at the time of entry for the relevant fields.

Note The system first determines the cost center of the employee responsible for the item and then the profit center that is defined for this cost center. If no profit center is defined for the cost
center, the system uses the dummy profit center defined for the controlling area. You can also manually change the profit center assigned to a service transaction item. Once you have made such
a manual change, the system no longer redetermines the profit center should you change the employee responsible.

Note The rules must be activated.

Service Order Management and Monitoring (3D2_PH)

Appendix PUBLIC 24
Procedure

Test Step Test Step Instruction Expected Result Pass / Fail / Com-
# Name ment

1 Log On Log on to the SAP Fiori launchpad as a Configuration Expert - Business Process Configuration. The Home screen appears.

2 Access App Open Manage Substitution/Validation Rules - Service Documents (F4406). The Manage Substitution and Validation
Rules screen displays.

3 Check Rules The following default settings are provided. You can adopt them according to your business needs: The rules are defined.
● Costing Sheet Rule:
/0SAP/SV_COSTING_SHEET-SAP
This rule derives costing sheet SV001.
● Functional Area Rule:
/0SAP/SV_FUNCTIONAL_AREA
This rule uses the functional area YB25.
You can create a new functional area by perfoming the configuration activity Define Functional Areas. You can add this
functional area to the substitution rule if needed.

Note No default rule is provided for profit center. You must maintain the rule.

2.5.12 Configure Lifecycle Status for Reservation Creation in Service Transaction (Optional)

Purpose

You can use this configuration activity to control reservation creation at an item category level. The default status of the service item category added is Released.

Procedure

Depending on your configuration environment for SAP S/4HANA Cloud, choose one of the following options:
Configure Your Solution:

Service Order Management and Monitoring (3D2_PH)

Appendix PUBLIC 25
 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 Configuration.

2 Access App Open Manage Your Solution (F1241).

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: General Settings

5 Open Open Define Lifecycle Status for Reservation Creation in Service Transaction.

6 Select Configuration For the configuration step Define Lifecycle Status for Reservation Creation in Service Transac- The Service: Cust. View to Maint. Stat. for Reservation Cre-
Step tion, choose Configure. ation screen displays.

7 Define Lifecycle Sta- You can set a status in the Status of Reservation Creation column for each combination of service
tus transaction and item category.

8 Save Choose Save. The changes are saved.

SAP Central Business Configuration:

Test Step Test Step Name Instruction Expected Result Pass / Fail /
# 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 Service: Cust. View to Maint. Stat. for
ration view, search for the following activity: Define Lifecycle Status for Reservation Creation in Service Transaction. Reservation Creation 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 Define Lifecycle You can set a status in the Status of Reservation Creation column for each combination of service transaction and item cate-
Status gory.

4 Save Choose Save. The changes are saved.

Service Order Management and Monitoring (3D2_PH)

Appendix PUBLIC 26
3 Overview Table

The scope item Service Order Management and Monitoring (3D2) encompasses the field services execution aspect of businesses. A service order is created from an external system. The subsequent
service confirmation is received with simultaneous cost calculations. Finally, the customer is invoiced.
If contract management is required, consider the preceding process Service Contract Management (3MO).
If service parts are to be procured, consider the succeeding process Procurement for Service Management (3NI).
The scope item 3D2 differentiates between the scenario variants:
● Service Oder (Service Item, Service Bundle Fixed Price, and Service Bundle)
● Fixed Price Order (Fixed Price Item and Service Bundle Fixed Price)

3.1 Service Order Templates

3.1.1 Service Order Template

This process covers the creation of a service order template. The template has the required details of a service item, expense item, or service part. And it is used to create a service order.

Process Step Business Role App/Transaction Expected Results

Create Service Order Template [page ] 32 Customer Service Manager Manage Service Order Templates (F5007) A service order template has been created.

Release Service Order Template [page ] 34 Customer Service Manager Manage Service Order Templates (F5007) The service order template is released.

Create Follow-Up Transaction for Service Order [page ] 35 Customer Service Manager Manage Service Order Templates (F5007) A follow-up service order is created.

3.1.2 Fixed Price Service Order Template

This process covers the creation of a fixed price service order template. Using this template, you can create a fixed price service order for fixed price items.

Process Step Business Role App/Transaction Expected Results

Create Fixed Price Service Order Template Customer Service Manager Manage Service Order Templates (F5007) A service order template has been created.

Service Order Management and Monitoring (3D2_PH)

Appendix PUBLIC 27
 Process Step Business Role App/Transaction Expected Results

Release Fixed Price Service Order Template [page ] 37 Customer Service Manager Manage Service Order Templates (F5007) The service order template is released.

Create Follow-Up Transaction for Fixed Price Service Order [page ] 38 Customer Service Manager Manage Service Order Templates (F5007) A follow-up fixed price service order is created.

3.2 Service Order

3.2.1 Service Item

The key characteristic of this process variant is that the total billed amount is calculated on the basis of a confirmed service item, an expense item, or a service part.

Note Optional follow-up steps for analyzing service fulfillment can be found in the test script for Service Monitoring and Analytics (43B).

Process Step Business Role App/Transaction Expected Results

Create Service Order [page ] 40 Customer Service Manager Manage Service Orders - To-Do List (F3571A) A service order has been created.

Release Service Order Line Item [page ] 42 Customer Service Manager Manage Service Orders - To-Do List (F3571A) The item of the service order has been released.

Change Service Order [page ] 43 Customer Service Manager Manage Service Orders - To-Do List (F3571A) The service order has been changed.

Release Service Order [page ] 44 Customer Service Manager Manage Service Orders - To-Do List (F3571A) The service order has been released.

Create Confirmation [page ] 45 Customer Service Manager Manage Service Orders - To-Do List (F3571A) A follow-up service confirmation has been created.

Cancel Service Confirmation (Optional) [page ] 48 Customer Service Manager Manage Service Orders - To-Do List (F3571A) The service confirmation has been cancelled.

Release Confirmation for Billing [page ] 49 Customer Service Manager Release For Billing (F3573) The confirmation has been released for billing.

Create Billing Document (Invoice) [page ] 49 Billing Clerk Create Billing Documents (F0798) An invoice (billing document) is created.

3.2.2 Fixed Price Service Bundle

This scenario is a variant of a service order which uses a fixed price service bundle. A fixed price service bundle consists of a main item and one or more subitems. In the case of a fixed price service
bundle, your customer receives a billing document for the main item; subitems are not invoiced separately.

Service Order Management and Monitoring (3D2_PH)

Appendix PUBLIC 28
 Process Step Business Role App/Transaction Expected Results

Create Service Order [page ] 51 Customer Service Manager Manage Service Orders - To-Do List (F3571A) A service order has been created.

Create Confirmation [page ] 53 Customer Service Manager Manage Service Orders - To-Do List (F3571A) A follow-up service confirmation has been created.

Release Order for Billing [page ] 55 Customer Service Manager Release For Billing (F3573) The confirmation has been released for billing.

Create Billing Document (Invoice) [page ] 55 Billing Clerk Create Billing Documents (F0798) An invoice (billing document) is created.

3.2.3 Service Bundle

This scenario is a variant of service order which uses a service bundle. A service bundle consists of a main item and one or more subitems. The main purpose of a service bundle from a business per-
spective is to enable you to analyze the contribution margins of services rendered at the level of the main item.

Note Optional follow-up steps for analyzing service fulfillment can be found in the test script for Service Monitoring and Analytics (43B).

Process Step Business Role App/Transaction Expected Results

Create Service Order [page ] 57 Customer Service Manager Manage Service Orders - To-Do List (F3571A) A service order has been created.

Create Confirmation [page ] 59 Customer Service Manager Manage Service Orders - To-Do List (F3571A) A follow-up service confirmation has been created.

Release Order for Billing [page ] 62 Customer Service Manager Release For Billing (F3573) The order has been released for billing.

Create Billing Document (Invoice) [page ] 63 Billing Clerk Create Billing Documents (F0798) The billing document is created.

3.2.4 Service Bundle with Billing Request Lines (Ad Hoc Billing)
This scenario is a variant of a service order which uses a Service Bundle (Ad Hoc Billing) or Service Product Item (Ad Hoc Billing). A service bundle consists of a main item and one or more
subitems. The service bundle and product service item for ad hoc billing can have billing request lines which will result in billing document requests and invoice items

Note Optional follow-up steps for analyzing service fulfillment can be found in the test script for Service Monitoring and Analytics (43B).

Process Step Business Role App/Transaction Expected Results

Create Service Order [page ] 64 Customer Service Man- Manage Service Orders - To-Do List (F3571A) A service order has been created.
ager

Service Order Management and Monitoring (3D2_PH)

Appendix PUBLIC 29
 Process Step Business Role App/Transaction Expected Results

Schedule Job [page ] 67 Customer Service Man- Schedule Creation of Billing Document Requests - Service Or- A job run has been scheduled to create billing document requests (BDRs) for the
ager ders (F7257) billing request lines.

Create Billing Document (Invoice) Billing Clerk Create Billing Documents (F0798) The billing document is created.
[page ] 69

3.3 Fixed Price Service Order

3.3.1 Fixed Price Order

In this scenario, a fixed price is maintained in the service order. You can bill items of a fixed price order only after completion of the order.

Process Step Business Role App/Transaction Expected Results

Create Service Order [page ] 71 Customer Service Manager Manage Service Orders - To-Do List (F3571A) A fixed price service order has been created

Create Confirmation [page ] 72 Customer Service Manager Manage Service Orders - To-Do List (F3571A) A follow-up service confirmation has been created

Release Order for Billing [page ] 74 Customer Service Manager Release For Billing (F3573) The order has been released for billing

Create Billing Document (Invoice) [page ] 75 Billing Clerk Create Billing Documents (F0798) The billing document is created.

3.3.2 Fixed Price Service Bundle

This scenario is a variant of a service order which uses a fixed price service bundle. A fixed price service bundle consists of a main item and one or more subitems.

Process Step Business Role App/Transaction Expected Results

Create Service Order [page ] 76 Customer Service Manager Manage Service Orders - To-Do List (F3571A) A fixed price service order has been created.

Create Confirmation [page ] 78 Customer Service Manager Manage Service Orders - To-Do List (F3571A) A follow-up service confirmation has been created.

Release Order for Billing [page ] 80 Customer Service Manager Release For Billing (F3573) The order has been released for billing.

Service Order Management and Monitoring (3D2_PH)

Appendix PUBLIC 30
 Process Step Business Role App/Transaction Expected Results

Create Billing Document (Invoice) [page ] 81 Billing Clerk Create Billing Documents (F0798) The billing document is created.

3.3.3 Service Bundle with Billing Request Lines (Ad Hoc Billing)
This scenario is a variant of a service order which uses a Service Bundle (Ad Hoc Billing) or Service Product Item (Ad Hoc Billing). A service bundle consists of a main item and one or more
subitems. The service bundle and product service item for ad hoc billing can have billing request lines which will result in billing document requests and invoice items

Note Optional follow-up steps for analyzing service fulfillment can be found in the test script for Service Monitoring and Analytics (43B).

Process Step Business Role App/Transaction Expected Results

Create Service Order [page ] 82 Customer Service Man- Manage Service Orders - To-Do List (F3571A) A service order has been created.
ager

Schedule Job [page ] 86 Customer Service Man- Schedule Creation of Billing Document Requests - Service Or- A job run has been scheduled to create billing document requests (BDRs) for the
ager ders (F7257) billing request lines.

Create Billing Document (Invoice) Billing Clerk Create Billing Documents (F0798) The billing document is created.
[page ] 87

Service Order Management and Monitoring (3D2_PH)

Appendix PUBLIC 31
4 Test Procedures

This section describes test procedures for each process step that belongs to this scope item.

4.1 Service Order Templates

Service order templates are used to define reusable sets of service-related data that minimize the amount of time required to create a service transaction. A service order template describes only the
scope of planned services and not the actual execution (customer and time frame). The service order templates can then be used to create service orders.

4.1.1 Service Order Template

4.1.1.1 Create Service Order Template

Test Administration

Customer project: Fill in the project-specific parts.

Test Case ID <X.XX> Testing Date:

Tester Name: Duration:

Business Role(s): Responsibility: <State the Service Provider, Customer or Joint Service Provider and Customer>

Purpose

In this step, you create a service order template. The template has the required details of a service item, expense item, or service part. And it is used to create a service order.

Service Order Management and Monitoring (3D2_PH)

Appendix PUBLIC 32
Procedure

Test Test Step Name Instruction Expected Result Pass / Fail /

Step # Comment

1 Log On Log on to the SAP Fiori launchpad as a Customer Service Manager.

2 Acces App Open Manage Service Order Templates (F5007). The Manage Service Order Templates screen
displays.

3 Create Service Or- Choose Create. The Create Service Order Template window
der Template displays.

4 Maintain Data Make the following entries:

● Template Type: Service Order Template
● Description: <description>
● Employee Responsible: <employee>
● Product ID: for example, SRV_01
Quantity: for example, 1
Unit: for example, HR
● Product ID: for example, SRV_02
Quantity: for example, 1
Unit: for example, EA
Press Enter.
Choose Save and Edit.

5 Maintain Addi- Under Organizational Data, make the following entries and choose Save: A new service order template is created.
tional Data ● Sales Organization: for example, 5810 Note down the service order template number.
● Sales Office: for example, 580 Your service order template is displayed in
Manage Service Order Templates (F5007).
● Sales Group: for example, 580
● Distribution Channel: for example, 10
● Division: for example, 00

Note Service material SRV_01 is usually assumed to be performed by an internal employee. If it should be procured
from a 3rd party, scope item 3NI must be in scope. And you must set the item category to STW1 (External Service
SES).

Service Order Management and Monitoring (3D2_PH)

Appendix PUBLIC 33
4.1.1.2 Release Service Order Template

Test Administration

Customer project: Fill in the project-specific parts.

Test Case ID <X.XX> Testing Date:

Tester Name: Duration:

Business Role(s): Responsibility: <State the Service Provider, Customer or Joint Service Provider and Customer>

Purpose

In this step, you release the service order template that you created in the previous step.

Procedure

Test Step # Test Step Name Instruction Expected Result Pass / Fail / Comment

1 Log On Log on to the SAP Fiori launchpad as a Customer Service Manager.

2 Access App Open Manage Service Order Templates (F5007). The Manage Service Order Templates screen displays.

3 Find Service Order Template Make the following entries and choose Go: Your service order template is displayed in the report list.
Template ID: <your template ID>

4 Release Template Choose your template. The service order template is released.
On the Service Order Template screen, choose Release.

Service Order Management and Monitoring (3D2_PH)

Appendix PUBLIC 34
4.1.1.3 Create Follow-Up Transaction for Service Order

Test Administration

Customer project: Fill in the project-specific parts.

Test Case ID <X.XX> Testing Date:

Tester Name: Duration:

Business Role(s): Responsibility: <State the Service Provider, Customer or Joint Service Provider and Customer>

Purpose

In this step, you create a follow-up service order from the previously released service order template.

Procedure

Test Step # Test Step Name Instruction Expected Result Pass / Fail / Comment

1 Log On Log on to the SAP Fiori launchpad as a Customer Service Manager.

2 Access App Open Manage Service Order Templates (F5007). The Manage Service Order Templates screen displays.

3 Find Service Order Tem- Make the following entries and choose Go: Your service order template is displayed in the report list.
plate Template ID: <your template ID>

4 Create Follow-Up Choose Create Follow-Up > Create Service Order . The Create Service Order window displays.

5 Create a Service Order Make the following entries: A new service order is created.
● Sold-To Party: for example, 58100003 Note down the service order number.
● Description: <your description> Your service order is displayed in Manage Service Orders - To-Do List
(F3571A).
● Requested Start Date - End Date: <date range>
● Life Cycle Status: Open
Under Items, select the required items for the service order, for example,
SRV_01.

Service Order Management and Monitoring (3D2_PH)

Appendix PUBLIC 35
 Test Step # Test Step Name Instruction Expected Result Pass / Fail / Comment

Choose Save.

4.1.2 Fixed Price Service Order Template

4.1.2.1 Create Fixed Price Service Order Template

Test Administration

Customer project: Fill in the project-specific parts.

Test Case ID <X.XX> Testing Date:

Tester Name: Duration:

Business Role(s): Responsibility: <State the Service Provider, Customer or Joint Service Provider and Customer>

Purpose

Key purpose of this step is to create a fixed price service order template which can be used for creating a follow up fixed price service order.

Procedure

Test Test Step Name Instruction Expected Result Pass / Fail /

Step # Comment

1 Log On Log on to the SAP Fiori launchpad as a Customer Service Manager.

2 Acces App Open Manage Service Order Templates (F5007). The Manage Service Order Templates screen
displays.

Service Order Management and Monitoring (3D2_PH)

Appendix PUBLIC 36
 Test Test Step Name Instruction Expected Result Pass / Fail /
Step # Comment

3 Create Service Or- Choose Create. The Create Service Order Template window
der Template displays.

4 Maintain Data Make the following entries:

● Template Type: Fixed Price Service Order
● Description: <description>
● Employee Responsible: <employee>
● Product ID: for example, SRV_01
Quantity: for example, 1
Unit: for example, HR
● Product ID: for example, SRV_02
Quantity: for example, 1
Unit: for example, EA
Press Enter.
Choose Save and Edit.

5 Maintain Addi- Under Organizational Data, make the following entries and choose Save: A new service order template is created.
tional Data ● Sales Organization: for example, 5810 Note down the service order template number.
● Sales Office: for example, 580 Your service order template is displayed in
Manage Service Order Templates (F5007).
● Sales Group: for example, 580
● Distribution Channel: for example, 10
● Division: for example, 00

Note Service material SRV_01 is usually assumed to be performed by an internal employee. If it should be procured
from a 3rd party, scope item 3NI must be in scope. And you must set the item category to STW1 (External Service
SES).

4.1.2.2 Release Fixed Price Service Order Template

Test Administration

Customer project: Fill in the project-specific parts.

Service Order Management and Monitoring (3D2_PH)

Appendix PUBLIC 37
Test Case ID <X.XX> Testing Date:

Tester Name: Duration:

Business Role(s): Responsibility: <State the Service Provider, Customer or Joint Service Provider and Customer>

Purpose

In this step, you release the fixed price service order template created in previous step to be able to convert it into a fixed price service order

Procedure

Test Step # Test Step Name Instruction Expected Result Pass / Fail / Comment

1 Log On Log on to the SAP Fiori launchpad as a Customer Service Manager.

2 Access App Open Manage Service Order Templates (F5007). The Manage Service Order Templates screen displays.

3 Find Service Order Template Make the following entries and choose Go: Your service order template is displayed in the report list.
Template ID: <your template ID>

4 Release Template Choose your template. The service order template is released.
On the Service Order Template screen, choose Release.

4.1.2.3 Create Follow-Up Transaction for Fixed Price Service Order

Test Administration

Customer project: Fill in the project-specific parts.

Test Case ID <X.XX> Testing Date:

Tester Name: Duration:

Business Role(s): Responsibility: <State the Service Provider, Customer or Joint Service Provider and Customer>

Service Order Management and Monitoring (3D2_PH)

Appendix PUBLIC 38
Purpose

In this step, you create a follow-up service order from the previously released fixed price service order template.

Procedure

Test Step # Test Step Name Instruction Expected Result Pass / Fail / Comment

1 Log On Log on to the SAP Fiori launchpad as a Customer Service Manager.

2 Access App Open Manage Service Order Templates (F5007). The Manage Service Order Templates screen displays.

3 Find Service Order Tem- Make the following entries and choose Go: Your service order template is displayed in the report list.
plate Template ID: <your template ID>

4 Create Follow-Up Choose Create Follow-Up > Create Service Order . The Create Service Order window displays.

5 Create a Service Order Make the following entries: A new service order is created.
● Sold-To Party: for example, 58100003 Note down the service order number.
● Description: <your description> Your service order is displayed in Manage Service Orders - To-Do List
(F3571A).
● Requested Start Date - End Date: <date range>
● Life Cycle Status: Open
Under Items, select the required items for the service order, for example,
SRV_01.
Choose Save.

4.2 Service Order

This section describes the test procedures for each manual step that belongs to the process variant, where the customer is billed the labor and materials required to provide the service.
It is about a typical service process from the perspective of the customer service manager, service employee (formerly:service technician) and billing clerk.

Service Order Management and Monitoring (3D2_PH)

Appendix PUBLIC 39
4.2.1 Service Items

4.2.1.1 Create Service Order

Test Administration

Customer project: Fill in the project-specific parts.

Test Case ID <X.XX> Testing Date:

Tester Name: Duration:

Business Role(s): Responsibility: <State the Service Provider, Customer or Joint Service Provider and Customer>

Purpose

In this step, you create a service order.

Note You don't have to create a new service order if you have completed the test script for Service Quotation (4GA). If you created a service quotation, then a service order has been generated
automatically.

Note You don't have to create a new service order if you have created a service order template. In that case, a service order has been generated automatically.

Procedure

Test Test Step Name Instruction Expected Result Pass / Fail /

Step # Comment

1 Log On Log on to the SAP Fiori launchpad as a

Customer Service Manager.

2 Access App Open Manage Service Orders - To-Do The Manage Service Order screen displays.
List (F3571A).

Service Order Management and Monitoring (3D2_PH)

Appendix PUBLIC 40
 Test Test Step Name Instruction Expected Result Pass / Fail /
Step # Comment

3 Create Service Choose Create Service Order → Quick The Create Service Order window displays.
Order Create.

4 Maintain Data Make the following entries: A new service order is created.
● Service Order Type: Service Or- Note down the service order number.
der Your service order is displayed in Manage Service Orders - To-Do List (F3571A).
● Sold-To Party: for example,
58100003
● Description: <your descrip- Note
tion> ● If your sold-to party is associated with one or more service contracts, a new popup window will appear and ask you to
● Requested Start Date - End Date: select a contract per item. Select No Assignment.
<date range> ● If the service team concept has been enabled for the standard service order (SVO1), a popup window may appear and
● Product ID: for example, SRV_01 ask you to choose a service team. Select your service team.

Quantity: for example, 1

Unit: for example, HR
● Product ID: for example, SRV_02
Quantity: for example, 1
Unit: for example, EA
Choose Save and Edit.

5 Maintain Addi- Under Items, add an additional item for The service order is saved.
tional Data this service order:
● Product ID: for example, SRV_05
Note
● Quantity: for example, 1
● Service material SRV_01 is usually assumed to be performed by an internal employee. If it must be procured from a
● Unit: for example, PC 3rd party, scope item 3NI must be in scope. And you have to set the item category to SEW1 (External Service Item)
Press Enter. ● By default, service item SRV_01 is a T&M item with item category SVP1. If you would like to use a fixed price item
Choose Save. instead of a time and materials item, you need to change the item category to SVP2 or SVP5 (Partial Billing).
● If you activated the simulative ATP check for SRV_05, you will be able to see the availability and the quantity of the
required stock item when creating the service order.
● If you configured the reservation status for SRV_05, you will be able to see the reservation quantity while creating and
releasing the service order.
● If you enabled credit check management for service orders and the service order is blocked by the credit, then please re-
fer to scope item Advanced Credit Management (1QM) for information about resolving it.
● If you have entered a product ID or an equipment ID as reference objects in the service order, you can choose Product
Proposal to select related service order items.

Service Order Management and Monitoring (3D2_PH)

Appendix PUBLIC 41
4.2.1.2 Release Service Order Line Item

Test Administration

Customer project: Fill in the project-specific parts.

Test Case ID <X.XX> Testing Date:

Tester Name: Duration:

Business Role(s): Responsibility: <State the Service Provider, Customer or Joint Service Provider and Customer>

Purpose

In this step, you release a line item of the service order. It is a prerequisite for a follow-up confirmation of the line item.

Procedure

Test Step # Test Step Name Instruction Expected Result Pass / Fail / Comment

1 Log On Log on to the SAP Fiori launchpad as a Customer Service Manager.

2 Access App Open Manage Service Orders - To-Do List (F3571A). The Manage Service Order screen displays.

3 Find Service Order Make the following entries and choose Go:
Service Order: <ID>

4 Open Service Order Choose your service order and choose Edit. The Edit Service Order screen displays.

5 Release Service Order Item Under Items, locate a service item, for example, SRV_01. The service order item is released.
Make the following entires and choose Save:
● Status: Released

Service Order Management and Monitoring (3D2_PH)

Appendix PUBLIC 42
4.2.1.3 Change Service Order

Test Administration

Customer project: Fill in the project-specific parts.

Test Case ID <X.XX> Testing Date:

Tester Name: Duration:

Business Role(s): Responsibility: <State the Service Provider, Customer or Joint Service Provider and Customer>

Purpose

This step describes how you can change an existing service order.

Procedure

Test Test Step Instruction Expected Result Pass / Fail /

Step # Name Comment

1 Log On Log on to the SAP Fiori launchpad as a Customer

Service Manager.

2 Access App Open Manage Service Orders - To-Do List The Manage Service Order screen displays.
(F3571A).

3 Find Service Make the following entries and choose Go:

Order Service Order: <ID>

4 Open Service Choose your service order and choose Edit. The Edit Service Order screen displays.
Order

5 View Details Under Items, choose Edit for the line item which con- The details view of the expense item is displayed.
tains the expense item SRV_02.

6 Maintain Make the following entries: The changes are saved.

Service Order Management and Monitoring (3D2_PH)

Appendix PUBLIC 43
 Test Test Step Instruction Expected Result Pass / Fail /
Step # Name Comment

Data ● Amount: for example, 80 PHP

Choose Apply.
Choose Save.

7 Check Profit Under Items, you can view the profit center for each The profit center is determined automatically and can be changed manually.
Center item in the field Profit Center.

Note The system determines a profit center for each service order item of a service order. The system first determines the
cost center of the employee responsible for the item and then the profit center that is defined for this cost center. You can
also manually change the profit center assigned to a service order item.
For more information, see Profit Center Determination for Service Transactions.

8 Add Stock If this service order has been generated from the cre- The service order is saved.
Service Part ation of a service quotation or a service order tem-
plate, choose Edit.
Make the following entries and choose Save:
● Product ID: for example, SRV_05
● Quantity: for example, 1
● Unit: for example, PC

4.2.1.4 Release Service Order

Test Administration

Customer project: Fill in the project-specific parts.

Test Case ID <X.XX> Testing Date:

Tester Name: Duration:

Business Role(s): Responsibility: <State the Service Provider, Customer or Joint Service Provider and Customer>

In this step, you release the service order. It is a prerequisite for a follow-up confirmation of this order.

Service Order Management and Monitoring (3D2_PH)

Appendix PUBLIC 44
Procedure

Test Step # Test Step Name Instruction Expected Result Pass / Fail / Comment

1 Log On Log on to the SAP Fiori launchpad as a Customer Service Manager.

2 Access App Open Manage Service Orders - To-Do List (F3571A). The Manage Service Order screen displays.

3 Find Service Order Make the following entries and choose Go:
Service Order: <ID>

4 Open Service Order Choose your service order. The Service Order screen displays.

5 Release Service Order Choose Release. Your service order is released.

Check the values under Planned Cost and Revenue. There should be values displayed for planned cost and revenue.
You can create follow-up confirmations for all items of this service order.

4.2.1.5 Create Confirmation

Test Administration

Customer project: Fill in the project-specific parts.

Test Case ID <X.XX> Testing Date:

Tester Name: Duration:

Business Role(s): Responsibility: <State the Service Provider, Customer or Joint Service Provider and Customer>

Purpose

In this step, you create a follow-up service confirmation. You set the confirmation to completed.

Service Order Management and Monitoring (3D2_PH)

Appendix PUBLIC 45
Procedure

Test Test Step Name Instruction Expected Result Pass / Fail /

Step # Comment

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

tomer Service Manager.

2 Access App Open Manage Service Orders - To-Do List The Manage Service Order screen displays.
(F3571A).

3 Find Service Order Make the following entries and choose Go:
Service Order: <ID>

4 Open Service Order Choose your service order. The Service Order screen displays.

5 Create Service Confir- Choose Create Follow-Up > Create Service The Create Service Confirmation window displays.
mation Confirmation .

6 Maintain Data Make the following entries: A new confirmation is created.

● Final Confirmation: Yes
● Exec. Service Employee: for example, Note Complete Billing:
9980000xxx
By default, the confirmed items are set for Complete Billing item categories:
● Product ID: for example, SRV_01
Quantity: for example, 1 SCP1 Service Item
Unit: for example, HR
SCW1 Ext. Service Item
● Product ID: for example, SRV_02
Quantity: for example, 1 SCE1 Expense Item or
Unit: for example, EA
● Product ID: for example, SRV_05 SCS1 Service Part
Quantity: for example, 1
Unit: for example, PC
You will be able to bill any item once all items of the service confirmation are completed and all item statuses are
Choose Save and Edit. set to completed.
Partial Billing:
Alternatively, you can change the item category in the confirmation to Partial Billing:

SCP3 SrvItem (PrtBll)

SCW3 Ext. SrvItm (PrtBll)

Service Order Management and Monitoring (3D2_PH)

Appendix PUBLIC 46
 Test Test Step Name Instruction Expected Result Pass / Fail /
Step # Comment

SCP3 SrvItem (PrtBll)

SCE3 ExpItem (PrtBll) or

SCS3 SrvPart (PrtBll)

This will allow you to bill a single item if it has been completed, even if other items have not been completed.

Note Stock Service Part:

If you are using a material with the item category group Stock Service Part (SVST), for example SRV_05, this
material will be taken from the default storage location of the plant, which in this example is Std. storage 1
(581A).

7 Add Unplanned Item Under Items, choose Add Unplanned Item. You can add additional items in a confirmation to include service efforts that were unplanned when the service order
(Optional) Make the following entries and choose Add: was created. Unplanned items will be considered in timesheet and cost accounting processes.

● Reference Service Order Item ID: <Item

Number in Doc. 00010>
● Product ID: for example, SRV_01
● Quantity: for example, 1
● Unit: for example, HR

8 View Details Under Items, choose Edit for your line item. The Service Confirmation Item displays.

9 Set Overtime Cate- Make the following enrties: Check the price details for the Price Element Overtime.
gory Overtime Category: for example, Overtime By setting the overtime option, the price for the service item should have increased.
Weekday
Navigate back to Service Order Details.

10 Complete the Service Make the following entries and choose Save: The confirmation is set to Completed.
Confirmation Status: Completed

Note Once the status Completed is set, it can no longer be changed; it is only possible to cancel.
Since the final confirmation is set, the life cycle status of the service order is automatically set to Completed. This
is the prerequisite for the items to be released for billing.

11 Check Life Cycle Sta- Navigate back to the Manage Service Order The Life Cycle Status is set to Completed.
tus screen and locate your service order.

Service Order Management and Monitoring (3D2_PH)

Appendix PUBLIC 47
4.2.1.6 Cancel Service Confirmation (Optional)

Test Administration

Customer project: Fill in the project-specific parts.

Test Case ID <X.XX> Testing Date:

Tester Name: Duration:

Business Role(s): Responsibility: <State the Service Provider, Customer or Joint Service Provider and Customer>

Purpose

In this step, you cancel a service confirmation.

Procedure

Test Step # Test Step Name Instruction Expected Result Pass / Fail / Comment

1 Log On Log on to the SAP Fiori launchpad as a Customer Service Manager.

2 Access App Open Manage Service Orders - To-Do List (F3571A). The Manage Service Order screen displays.

3 Find Service Order Make the following entries and choose Go:
Service Order: <ID>

4 Open Service Order Choose your service order. The Service Order screen displays.

5 Cancel Confirmation Under Items, choose Confirmations.

To cancel the service confirmation, choose ... > Cancel Confirmation .
Select the item and choose Cancel Confirmation.

6 Check Item Status Choose the service item under Items. The field Cancelled Internally is Yes.

Service Order Management and Monitoring (3D2_PH)

Appendix PUBLIC 48
4.2.1.7 Release Confirmation for Billing

Test Administration

Customer project: Fill in the project-specific parts.

Test Case ID <X.XX> Testing Date:

Tester Name: Duration:

Business Role(s): Responsibility: <State the Service Provider, Customer or Joint Service Provider and Customer>

Purpose

In this step, you release service items for billing.

Procedure

Test Step # Test Step Name Instruction Expected Result Pass / Fail / Comment

1 Log On Log on to the SAP Fiori launchpad as a Customer Service Manager.

2 Access App Open Release For Billing (F3573). The Release for Billing screen displays.

3 Find Item Enter your Service Confirmation ID in the Search field and choose Go.

4 Release Item Select an item and choose Release for Billing. The selected items are release for billing.

4.2.1.8 Create Billing Document (Invoice)

Test Administration

Customer project: Fill in the project-specific parts.

Service Order Management and Monitoring (3D2_PH)

Appendix PUBLIC 49
Test Case ID <X.XX> Testing Date:

Tester Name: Duration:

Business Role(s): Responsibility: <State the Service Provider, Customer or Joint Service Provider and Customer>

Purpose

In this step, you create an invoice for the service confirmation items that were released for billing in the previous step.

Procedure

Test Step Test Step Name Instruction Expected Result Pass / Fail / Com-
# ment

1 Log On Log on to The SAP Fiori launchpad as a Billing Clerk.

2 Access App Open Create Billing Documents (F0798). The Create Billing Documents screen dis-
plays.

3 Define Billing Settings Choose Billing Settings. The Billing Settings dialog window displays.
In the Billing Settings dialog box, maintain the following settings and choose OK: You maintained the required settings for
● Set billing date and type before billing: ON billing.

● Create separate billing document for each item of billing due list: OFF
● Automatically post billing documents: ON
● Display billing documents after creation: ON

4 Select Items for Billing Maintain the following entries and choose Go: The Create Billing Documents dialog box
● SD Document Category: Billing Document Request displays.

Choose the Settings icon.

In View Settings, select BDR Source Document and choose OK
Find your items in the list by identifying your service confirmation in the field BDR Source Document.
In the Billing Due List Items list, select your billing document requests and choose Create Billing Documents.

Note If you don’t want to display all billing due list items, you can restrict the list display by applying
search criteria such as Sold-Party or Billing Date To.

Service Order Management and Monitoring (3D2_PH)

Appendix PUBLIC 50
 Test Step Test Step Name Instruction Expected Result Pass / Fail / Com-
# ment

5 Select Billing Type and In the Create Billing Documents dialog window, make the following entries: The F2 Invoice screen appears.
Billing Date ● Billing Type: F2 Invoice (F2)
● Billing Date: <today’s date>

6 Save Billing Document On the F2 Invoice screen, choose Save. The billing document with ID xxxxxxxx is
created.
Note down the billing document number for
future reference.

4.2.2 Fixed Price Service Bundle

4.2.2.1 Create Service Order

Test Administration

Customer project: Fill in the project-specific parts.

Test Case ID <X.XX> Testing Date:

Tester Name: Duration:

Business Role(s): Responsibility: <State the Service Provider, Customer or Joint Service Provider and Customer>

Purpose

In this step, you create a service order with service bundle.

Service Order Management and Monitoring (3D2_PH)

Appendix PUBLIC 51
Procedure

Test Step Test Step Name Instruction Expected Result Pass / Fail /
# Comment

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

tomer Service Manager.

2 Access App Open Manage Service Orders - To-Do List The Manage Service Order screen displays.
(F3571A).

3 Create Service Or- Choose Create Service Order → Quick Create. The Create Service Order window displays.
der

4 Maintain Data Make the following entries: A new service order is created.
● Service Order Type: Service Order Note down the service order number.
● Sold-To Party: for example, 58100003
● Service Bundle: Selected Note If the service team concept has been enabled for the standard service order (SVO1), a popup window may ap-
● Description: <your description> pear and ask you to choose a service team. Select your service team.
● Requested Start Date - End Date: <date
range>
● Product ID: for example,
SRV_BUNDLE_01
Quantity: for example, 1
Unit: for example, HR
Choose Save and Edit.

5 Maintain Addi- Under Items, add an additional item for this The service order is saved.
tional Data service order:
● Product ID: for example, SRV_01
Note By default, the item category for a fixed price service bundle is Service Bundle (FP) (SVB4). This means that
Higher-Level Item: <service bundle you can only bill the service bundle upon completion.
item number>
If you want to use partial billing for a service bundle, you must use the item category SrvcBndl (FPrc/PBll)
Quantity: for example, 1 (SVB6).
Unit: for example, HR
● Product ID: for example, SRV_02
Higher-Level Item: <service bundle
item number>
Quantity: for example, 1
Unit: for example, EA
Press Enter.

Service Order Management and Monitoring (3D2_PH)

Appendix PUBLIC 52
 Test Step Test Step Name Instruction Expected Result Pass / Fail /
# Comment

Choose Save.

6 Release Service On the Service Order screen, choose Release. The service order is released.
Order You can create follow-up confirmations for all items of this service order.

4.2.2.2 Create Confirmation

Test Administration

Customer project: Fill in the project-specific parts.

Test Case ID <X.XX> Testing Date:

Tester Name: Duration:

Business Role(s): Responsibility: <State the Service Provider, Customer or Joint Service Provider and Customer>

Purpose

In this step, you create a follow-up service confirmation. You set the confirmation to completed.

Procedure

Test Step Test Step Name Instruction Expected Result Pass / Fail /
# Comment

1 Log On Log on to the SAP Fiori launchpad as a Customer Ser-

vice Manager.

2 Access App Open Manage Service Orders - To-Do List The Manage Service Order screen displays.
(F3571A).

Service Order Management and Monitoring (3D2_PH)

Appendix PUBLIC 53
 Test Step Test Step Name Instruction Expected Result Pass / Fail /
# Comment

3 Find Service Order Make the following entries and choose Go:
Service Order: <ID>

4 Open Service Order Choose your service order. The Service Order screen displays.

5 Create Service Confir- Choose Create Follow-Up > Create Service Confirma- The Create Service Confirmation window displays.
mation tion .

6 Maintain Data Make the following entries: A new confirmation is created.

● Final Confirmation: Yes
● Exec. Service Employee: for example, Note You can only confirm subitems.
9980000xxx
● Product ID: for example, SRV_01
Quantity: for example, 1
Unit: for example, HR
● Product ID: for example, SRV_02
Quantity: for example, 1
Unit: for example, EA
Choose Save and Edit.

7 View Details Under Items, choose Edit for the expense line item The Service Confirmation Item displays.
(SRV_02).

8 Maintain Data Make the following entries: The changes are saved.
● Amount: for example, 80 PHP
Choose Apply.
Choose Save.

9 Complete the Service Make the following entries and choose Save: The confirmation is set to Completed.
Confirmation Status: Completed

Note Once the status Completed is set, it can no longer be changed; it is only possible to cancel.
Since the final confirmation is set, the life cycle status of the service order is automatically set to
Completed. This is the prerequisite for the items to be released for billing.

10 Check Life Cycle Status Navigate back to the Manage Service Order screen and The Life Cycle Status is set to Completed.
locate your service order.

Service Order Management and Monitoring (3D2_PH)

Appendix PUBLIC 54
4.2.2.3 Release Order for Billing

Test Administration

Customer project: Fill in the project-specific parts.

Test Case ID <X.XX> Testing Date:

Tester Name: Duration:

Business Role(s): Responsibility: <State the Service Provider, Customer or Joint Service Provider and Customer>

Purpose

In this step, you release service items for billing.

Procedure

Test Step # Test Step Name Instruction Expected Result Pass / Fail / Comment

1 Log On Log on to the SAP Fiori launchpad as a Customer Service Manager.

2 Access App Open Release For Billing (F3573). The Release for Billing screen displays.

3 Find Item Enter your Service Confirmation ID in the Search field and choose Go.

4 Release Item Select your service bundle item and choose Release for Billing. The selected items are release for billing.

4.2.2.4 Create Billing Document (Invoice)

Test Administration

Customer project: Fill in the project-specific parts.

Service Order Management and Monitoring (3D2_PH)

Appendix PUBLIC 55
Test Case ID <X.XX> Testing Date:

Tester Name: Duration:

Business Role(s): Responsibility: <State the Service Provider, Customer or Joint Service Provider and Customer>

Purpose

In this step, you create an invoice for the service confirmation items that were released for billing in the previous step.

Procedure

Test Step Test Step Name Instruction Expected Result Pass / Fail / Com-
# ment

1 Log On Log on to The SAP Fiori launchpad as a Billing Clerk.

2 Access App Open Create Billing Documents (F0798). The Create Billing Documents screen dis-
plays.

3 Define Billing Settings Choose Billing Settings. The Billing Settings dialog window displays.
In the Billing Settings dialog box, maintain the following settings and choose OK: You maintained the required settings for
● Set billing date and type before billing: ON billing.

● Create separate billing document for each item of billing due list: OFF
● Automatically post billing documents: ON
● Display billing documents after creation: ON

4 Select Items for Billing Maintain the following entries and choose Go: The Create Billing Documents dialog box
● SD Document Category: Billing Document Request displays.

Choose the Settings icon.

In View Settings, select BDR Source Document and choose OK
Find your items in the list by identifying your service confirmation in the field BDR Source Document.
In the Billing Due List Items list, select your billing document requests and choose Create Billing Documents.

Note If you don’t want to display all billing due list items, you can restrict the list display by applying
search criteria such as Sold-Party or Billing Date To.

Service Order Management and Monitoring (3D2_PH)

Appendix PUBLIC 56
 Test Step Test Step Name Instruction Expected Result Pass / Fail / Com-
# ment

5 Select Billing Type and In the Create Billing Documents dialog window, make the following entries: The F2 Invoice screen appears.
Billing Date ● Billing Type: F2 Invoice (F2)
● Billing Date: <today’s date>

6 Save Billing Document On the F2 Invoice screen, choose Save. The billing document with ID xxxxxxxx is
created.
Note down the billing document number for
future reference.

4.2.3 Service Bundle

4.2.3.1 Create Service Order

Test Administration

Customer project: Fill in the project-specific parts.

Test Case ID <X.XX> Testing Date:

Tester Name: Duration:

Business Role(s): Responsibility: <State the Service Provider, Customer or Joint Service Provider and Customer>

Purpose

In this step, you create a serive order containing a service bundle. The order includes time and materials subitems as well as fixed price subitems.

Service Order Management and Monitoring (3D2_PH)

Appendix PUBLIC 57
Procedure

Test Step Test Step Name Instruction Expected Result Pass / Fail /
# Comment

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

tomer Service Manager.

2 Access App Open Manage Service Orders - To-Do List The Manage Service Order screen displays.
(F3571A).

3 Create Service Or- Choose Create Service Order → Quick Create. The Create Service Order window displays.
der

4 Maintain Data Make the following entries: A new service order is created.
● Service Order Type: Service Order Note down the service order number.
● Sold-To Party: for example, 58100003
● Service Bundle: Selected Note If the service team concept has been enabled for the standard service order (SVO1), a popup window may
● Description: <your description> appear and ask you to choose a service team. Select your service team.
● Requested Start Date - End Date: <date
range>
● Product ID: for example,
SRV_BUNDLE_02
Quantity: for example, 1
Unit: for example, EA
Choose Save and Edit.

5 Maintain Addi- Under Items, add additional items for this ser- A service order with a service bundle including sub-items is created.
tional Data vice order:
● Product ID: SRV_01
Note You can create fixed price subitems for service item SRV_01 by using the item category SrvItem (FxPrc).
Higher-Level Item: <service bundle
item number>
Quantity: 1 Note The fixed price item will be billed from the service order.
Unit: for example, HR
● Product ID: SRV_02
Higher-Level Item: <service bundle
item number>
Quantity: 1
Unit: for example, EA
● Product ID: SRV_01

Service Order Management and Monitoring (3D2_PH)

Appendix PUBLIC 58
 Test Step Test Step Name Instruction Expected Result Pass / Fail /
# Comment

Higher-Level Item: <service bundle

item number>
Quantity: 1
Unit: for example, HR
Item Category: SrvItem (FxPrc)

Note The item category is set to fixed

price service item.

Press Enter.
Choose Save.

6 Release Service On the Service Order screen, choose Release. The service order is released.
Order You can create follow-up confirmations for all items of this service order.

4.2.3.2 Create Confirmation

Test Administration

Customer project: Fill in the project-specific parts.

Test Case ID <X.XX> Testing Date:

Tester Name: Duration:

Business Role(s): Responsibility: <State the Service Provider, Customer or Joint Service Provider and Customer>

Purpose

In this step, you create a follow-up service confirmation. You set the confirmation to completed.

Service Order Management and Monitoring (3D2_PH)

Appendix PUBLIC 59
Procedure

Test Step Test Step Name Instruction Expected Result Pass / Fail /
# Comment

1 Log On Log on to the SAP Fiori launchpad as a Customer Ser-

vice Manager.

2 Access App Open Manage Service Orders - To-Do List The Manage Service Order screen displays.
(F3571A).

3 Find Service Order Make the following entries and choose Go:
Service Order: <ID>

4 Open Service Order Choose your service order. The Service Order screen displays.

5 Create Service Confir- Choose Create Follow-Up > Create Service Confirma- The Create Service Confirmation window displays.
mation tion .

6 Maintain Service Con- Make the following entries: A new confirmation is created.
firmation Data ● Final Confirmation: Yes
● Exec. Service Employee: for example, Note You can only confirm subitems.
9980000xxx
● Product ID: for example, SRV_01
Quantity: for example, 1 Note Complete Billing:
Unit: for example, HR By default, the confirmed items are set for Complete Billing item categories:
● Product ID: for example, SRV_02
SCP1 Service Item
Quantity: for example, 1
Unit: for example, EA SCW1 Ext. Service Item
● Product ID: for example, SRV_01
SCE1 Expense Item or
Quantity: for example, 1
Unit: for example, HR
SCS1 Service Part
Item Category: SrvItem (FxPrc)

You will be able to bill any item once all items of the service confirmation are completed and all item
Note The item category is set to fixed price statuses are set to completed.
service item.
Partial Billing:
Alternatively, you can change the item category in the confirmation to Partial Billing:
Choose Save and Edit.

Service Order Management and Monitoring (3D2_PH)

Appendix PUBLIC 60
 Test Step Test Step Name Instruction Expected Result Pass / Fail /
# Comment

SCP3 SrvItem (PrtBll)

SCW3 Ext. SrvItm (PrtBll)

SCE3 ExpItem (PrtBll) or

SCS3 SrvPart (PrtBll)

This will allow you to bill a single item if it has been completed, even if other items have not been
completed.

7 View Details Under Items, choose Edit for the fixed price line item. The Service Confirmation Item displays.

8 Maintain Data Make the following entries: The changes are saved.
● Actual Duration: for example, 2.00
Choose Apply.
Choose Save.

9 View Details Under Items, choose Edit for the expense line item The Service Confirmation Item displays.
(SRV_02).

10 Maintain Data Make the following entries: The changes are saved.
● Amount: for example, 80 PHP
Choose Apply.
Choose Save.

11 Complete the Service Make the following entries and choose Save: The confirmation is set to Completed.
Confirmation Status: Completed

Note Once the status Completed is set, it can no longer be changed; it is only possible to cancel.
Since the final confirmation is set, the life cycle status of the service order is automatically set to Com-
pleted. This is the prerequisite for the items to be released for billing.

12 Check Life Cycle Status Navigate back to the Manage Service Order screen The Life Cycle Status is set to Completed.
and locate your service order.

Service Order Management and Monitoring (3D2_PH)

Appendix PUBLIC 61
4.2.3.3 Release Order for Billing

Test Administration

Customer project: Fill in the project-specific parts.

Test Case ID <X.XX> Testing Date:

Tester Name: Duration:

Business Role(s): Responsibility: <State the Service Provider, Customer or Joint Service Provider and Customer>

Purpose

In this step, you release service items for billing.

Procedure

Test Step # Test Step Name Instruction Expected Result Pass / Fail / Comment

1 Log On Log on to the SAP Fiori launchpad as a Customer Service Manager.

2 Access App Open Release For Billing (F3573). The Release for Billing screen displays.

3 Find Item Enter your Service Confirmation ID in the Search field and choose Go.

4 Release Item Select your service bundle item and choose Release for Billing. The selected items are release for billing.

Service Order Management and Monitoring (3D2_PH)

Appendix PUBLIC 62
4.2.3.4 Create Billing Document (Invoice)

Test Administration

Customer project: Fill in the project-specific parts.

Test Case ID <X.XX> Testing Date:

Tester Name: Duration:

Business Role(s): Responsibility: <State the Service Provider, Customer or Joint Service Provider and Customer>

Purpose

In this step, you create an invoice for the service confirmation items that were released for billing in the previous step.

Procedure

Test Step Test Step Name Instruction Expected Result Pass / Fail / Com-
# ment

1 Log On Log on to The SAP Fiori launchpad as a Billing Clerk.

2 Access App Open Create Billing Documents (F0798). The Create Billing Documents screen dis-
plays.

3 Define Billing Settings Choose Billing Settings. The Billing Settings dialog window displays.
In the Billing Settings dialog box, maintain the following settings and choose OK: You maintained the required settings for
● Set billing date and type before billing: ON billing.

● Create separate billing document for each item of billing due list: OFF
● Automatically post billing documents: ON
● Display billing documents after creation: ON

4 Select Items for Billing Maintain the following entries and choose Go: The Create Billing Documents dialog box
● SD Document Category: Billing Document Request displays.

Choose the Settings icon.

Service Order Management and Monitoring (3D2_PH)

Appendix PUBLIC 63
 Test Step Test Step Name Instruction Expected Result Pass / Fail / Com-
# ment

In View Settings, select BDR Source Document and choose OK

Find your items in the list by identifying your service confirmation in the field BDR Source Document.
In the Billing Due List Items list, select your billing document requests and choose Create Billing Documents.

Note If you don’t want to display all billing due list items, you can restrict the list display by applying
search criteria such as Sold-Party or Billing Date To.

5 Select Billing Type and In the Create Billing Documents dialog window, make the following entries: The F2 Invoice screen appears.
Billing Date ● Billing Type: F2 Invoice (F2)
● Billing Date: <today’s date>

6 Save Billing Document On the F2 Invoice screen, choose Save. The billing document with ID xxxxxxxx is
created.
Note down the billing document number for
future reference.

4.2.4 Service Bundle and Item with Billing Request Lines (Ad Hoc Billing)

4.2.4.1 Create Service Order

Test Administration

Customer project: Fill in the project-specific parts.

Test Case ID <X.XX> Testing Date:

Tester Name: Duration:

Business Role(s): Responsibility: <State the Service Provider, Customer or Joint Service Provider and Customer>

Service Order Management and Monitoring (3D2_PH)

Appendix PUBLIC 64
Purpose

A service bundle or an item can have one or several billing request lines if it is an ad hoc billing bundle or an ad hoc billing item. The billing request lines are entered manually in the billing plan
with the item details. Each billing request line defines the amount to be charged and and at what date it should be due. As soon as the bundle or the item with billing request lines has been released
for confirmation, a billing document request job run can create the corresponding billing document requests for it.

Note The following test procedure will include the order creation, the job run, and the invoice creation. It will skip the step of confirmation creation since it is not a key part of a billing plan
process.

In this step, you create the service order.

Procedure

Test Step Test Step Name Instruction Expected Result Pass / Fail /
# Comment

1 Log On Log on to the SAP Fiori launchpad as a Customer Service

Manager.

2 Access App Open Manage Service Orders - To-Do List (F3571A). The Manage Service Order screen displays.

3 Create Service Order Choose Create Service Order → Quick Create. The Create Service Order window displays.

4 Maintain Data Make the following entries: A new service order is created.
● Service Order Type: Service Order Note down the service order number.
● Sold-To Party: for example, 58100003
● Service Bundle: Selected Note If your sold-to party is associated with one or more service contracts, a new popup window will
● Description: <your description> appear and ask you to select a contract per item. Select No Assignment.
● Requested Start Date - End Date: <date range> If the service team concept has been enabled for the standard service order (SVO1), a popup window
may appear and ask you to choose a service team. Select your service team.
● Product ID: for example, SRV_BUNDLE_01
Quantity: for example, 1
Unit: for example, HR
Choose Save and Edit.

5 Switch Item Cate- Under Items, make the following entries: Note Switching the item category from SVB4 Service Bundle (FP) to SVB7 SrvBndl (Ad Hoc Bll)
gory Item Category: SrvBndl (Ad Hoc Bll) will enable this bundle item for ad hoc billing.

Press Enter.

Service Order Management and Monitoring (3D2_PH)

Appendix PUBLIC 65
 Test Step Test Step Name Instruction Expected Result Pass / Fail /
# Comment

6 Maintain Additional Under Items, add additional items for this service order: The service bundle ad hoc billing contains two sub items.
Data ● Product ID: SRV_01 Only the bundle itself will be charged to the customer.
Higher-Level Item: <service bundle item
number>
Quantity: for example, 1
Unit: for example, HR
● Product ID: SRV_02
Higher-Level Item: <service bundle item
number>
Quantity: for example, 1
Unit: for example, EA
Choose Enter.

6 Add Ad Hoc Billing Under Items, add an additional item for this service order: A service item has been added to the service order.
Item ● Product ID: SRV_01
Higher-Level Item: <empty> Note Switching the item category from SVP1 Service Item to SVP6 SrvItm (Ad Hoc Bill) will en-
Quantity: for example, 1 able this item for ad hoc billing.
Unit: for example, HR
Item Category: SVP6 SrvItm (Ad Hoc Bill)
Note If your sold-to party is associated with one or more service contracts, a new popup window will
Press Enter. appear and ask you to select a contract per item. Select No Assignment.

7 View Details Choose Edit for the line item which contains the service The details view of the service bundle item displays.
bundle item SRV_BUNDLE_01.

8 Maintain Billing Re- Under Billing Plan, choose Insert to add a billing request The billing request lines are added to the service bundle.
quest Lines line:
● Billing Date: for example, <today + 1 working
day>
● Billing Value: for example, 100
● Currency: PHP
Press Enter.
Choose Insert to add another billing request line:
● Billing Date: for example, <today + 20 working
days>
● Billing Value: for example, 50
● Currency: PHP

Service Order Management and Monitoring (3D2_PH)

Appendix PUBLIC 66
 Test Step Test Step Name Instruction Expected Result Pass / Fail /
# Comment

Press Enter.
Choose Apply.

9 View Details Under Items, choose Edit for the line item which contains The details view of the ad hoc service item displays.
the ad hoc billing service item SRV_01.

Note Ensure you do not mix up the subitems of the ser-

vice bundle.

10 Maintain Billing Re- Under Billing Plan, choose Insert to add a billing request Two billing request lines have been maintained for the service item.
quest Lines line:
● Billing Date: for example, <today + 1 working
day>
● Billing Value: for example, 75
● Currency: PHP
Press Enter.
Choose Insert to add another billing request line:
● Billing Date: for example, <today + 20 working
days>
● Billing Value: for example, 30
● Currency: PHP
Press Enter.
Choose Apply.

11 Release Service Or- On the Service Order screen, choose Release The service order is released.
der You can create follow-up confirmations for all items of this service order.

4.2.4.2 Schedule Job

Test Administration

Customer project: Fill in the project-specific parts.

Service Order Management and Monitoring (3D2_PH)

Appendix PUBLIC 67
Test Case ID <X.XX> Testing Date:

Tester Name: Duration:

Business Role(s): Responsibility: <State the Service Provider, Customer or Joint Service Provider and Customer>

Purpose

In this step, you schedule a job run to create billing document requests (BDRs) for the billing request lines.

Procedure

Test Step Test Step Instruction Expected Result Pass / Fail / Com-
# Name ment

1 Log On Log on to the SAP Fiori launchpad as a Customer Service Manager.

2 Access App Open Schedule Creation of Billing Document Requests - Service Orders (F7257). The Schedule Creation of Bililng Document Requests Service Orders screen displays.

3 Create a New Choose Create. The job is scheduled.

Job Make the following entries:
● Job Template: Schedule Creation of Billing Document Re-
quests for Service Orders
● Job Name: Schedule Creation of Billing Document Re-
quests for Service Orders
Choose Step 2.
Make the following entries:
● Start Immediately: Selected
Choose Step 3.
Make the following entries:
● Service Order ID: <your service order ID>
● Billing Date: for example, <today + 7 days>
Choose Schedule.

4 Check Result On the Schedule Creation of Bililng Document Requests Service Orders screen, The Job Log screen displays.
choose the icon in the Log column of your job. The entries display Message Type Success.

Note Each entry represents a created billing document request.

Service Order Management and Monitoring (3D2_PH)

Appendix PUBLIC 68
 Test Step Test Step Instruction Expected Result Pass / Fail / Com-
# Name ment

Note If the suggested date range is used (today + 7 days), only the first billing re-
quest line of the service bundle is considered.

4.2.4.3 Create Billing Document (Invoice)

Test Administration

Customer project: Fill in the project-specific parts.

Test Case ID <X.XX> Testing Date:

Tester Name: Duration:

Business Role(s): Responsibility: <State the Service Provider, Customer or Joint Service Provider and Customer>

Purpose

In this step, you create an invoice for the billing document requests.

Procedure

Test Step Test Step Name Instruction Expected Result Pass / Fail / Com-
# ment

1 Log On Log on to The SAP Fiori launchpad as a Billing Clerk.

2 Access App Open Create Billing Documents (F0798). The Create Billing Documents screen dis-
plays.

Service Order Management and Monitoring (3D2_PH)

Appendix PUBLIC 69
 Test Step Test Step Name Instruction Expected Result Pass / Fail / Com-
# ment

3 Define Billing Settings Choose Billing Settings. The Billing Settings dialog window displays.
In the Billing Settings dialog box, maintain the following settings and choose OK: You maintained the required settings for
● Set billing date and type before billing: ON billing.

● Create separate billing document for each item of billing due list: OFF
● Automatically post billing documents: ON
● Display billing documents after creation: ON

4 Select Items for Billing Maintain the following entries and choose Go: The Create Billing Documents dialog box
● SD Document Category: Billing Document Request displays.

Choose the Settings icon.

In View Settings, select BDR Source Document and choose OK
Find your items in the list by identifying your service confirmation in the field BDR Source Document.
In the Billing Due List Items list, select your billing document requests and choose Create Billing Documents.

Note If you don’t want to display all billing due list items, you can restrict the list display by applying
search criteria such as Sold-Party or Billing Date To.

5 Select Billing Type and In the Create Billing Documents dialog window, make the following entries: The F2 Invoice screen appears.
Billing Date ● Billing Type: F2 Invoice (F2)
● Billing Date: <today’s date>

6 Save Billing Document On the F2 Invoice screen, choose Save. The billing document with ID xxxxxxxx is
created.
Note down the billing document number for
future reference.

4.3 Fixed Price Order

This process variant differs from the previous ones with a fixed price set in the service order.
The story is about a typical service process from the perspective of the customer service manager and billing clerk.

Service Order Management and Monitoring (3D2_PH)

Appendix PUBLIC 70
4.3.1 Fixed Price Service Order

4.3.1.1 Create Service Order

Test Administration

Customer project: Fill in the project-specific parts.

Test Case ID <X.XX> Testing Date:

Tester Name: Duration:

Business Role(s): Responsibility: <State the Service Provider, Customer or Joint Service Provider and Customer>

Purpose

In this step, you create a fixed price service order.

Note You don't have to create a new service order if you have completed the test script for Service Quotation (4GA). If you created a service quotation, then a service order has been generated
automatically.

Procedure

Test Test Step Instruction Expected Result Pass / Fail /

Step # Name Comment

1 Log On Log on to the SAP Fiori launchpad as a

Customer Service Manager.

2 Access App Open Manage Service Orders - To-Do The Manage Service Order screen displays.
List (F3571A).

3 Create Service Choose Create Service Order → Quick The Create Service Order window displays.
Order Create.

Service Order Management and Monitoring (3D2_PH)

Appendix PUBLIC 71
 Test Test Step Instruction Expected Result Pass / Fail /
Step # Name Comment

4 Maintain Data Make the following entries: A new service order is created.
● Service Order Type: Fixed Price Note down the service order number.
Service Order
● Sold-To Party: for example,
58100003 Note

● Description: <your descrip- ● If your sold-to party is associated with one or more service contracts, a new popup window will appear and ask you to se-
tion> lect a contract per item. Select No Assignment.
● If the service team concept has been enabled for the fixed price service order (SVO2), a popup window may appear and
● Requested Start Date - End Date:
<date range> ask you to choose a service team. Select your service team.

● Product ID: for example, SRV_01 ● 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 SEW2 (Fixed Price Ext. Service Item).
Quantity: for example, 1
Unit: for example, HR
Choose Save and Edit.

5 Maintain a Under Price Details, choose Add to insert A fixed price is maintained for the service order.
Fixed Price a new Price Element.
Choose Manual Doc. Amount (PMV0).
Note The total price on document level is calculated based on the fixed price. Item prices will be automatically adapted to re-
Make the following entries: flect the total price proportionally.
● Price: for example, 600 This total document price of the service order is relevant for billing. Service confirmations have no effect on the billing.
● Unit: PHP
Press Enter.
Choose Save.

6 Release Ser- On the Service Order screen, choose Re- The service order is released.
vice Order lease. You can create follow-up confirmations for all items of this service order.

4.3.1.2 Create Confirmation

Test Administration

Customer project: Fill in the project-specific parts.

Test Case ID <X.XX> Testing Date:

Service Order Management and Monitoring (3D2_PH)

Appendix PUBLIC 72
Tester Name: Duration:

Business Role(s): Responsibility: <State the Service Provider, Customer or Joint Service Provider and Customer>

Purpose

In this step, you create a follow-up service confirmation. You set the confirmation to completed.

Procedure

Test Step Test Step Name Instruction Expected Result Pass / Fail /
# Comment

1 Log On Log on to the SAP Fiori launchpad as a Customer Ser-

vice Manager.

2 Access App Open Manage Service Orders - To-Do List (F3571A). The Manage Service Order screen displays.

3 Find Service Order Make the following entries and choose Go:
Service Order: <ID>

4 Open Service Order Choose your service order. The Service Order screen displays.

5 Create Service Confir- Choose Create Follow-Up > Create Service Confirma- The Create Service Confirmation window displays.
mation tion .

6 Maintain Data Make the following entries: A new confirmation is created.

● Final Confirmation: Yes
● Exec. Service Employee: for example,
9980000xxx
● Product ID: for example, SRV_01
Quantity: for example, 1
Unit: for example, HR
Choose Save and Edit.

7 Complete the Service Make the following entries and choose Save: The confirmation is set to Completed.
Confirmation Status: Completed

Service Order Management and Monitoring (3D2_PH)

Appendix PUBLIC 73
 Test Step Test Step Name Instruction Expected Result Pass / Fail /
# Comment

Note Once the status Completed is set, it can no longer be changed; it is only possible to cancel.
Since the final confirmation is set, the life cycle status of the service order is automatically set to Com-
pleted. This is the prerequisite for the items to be released for billing.

8 Check Life Cycle Status Navigate back to the Manage Service Order screen and The Life Cycle Status is set to Completed.
locate your service order.

4.3.1.3 Release Order for Billing

Test Administration

Customer project: Fill in the project-specific parts.

Test Case ID <X.XX> Testing Date:

Tester Name: Duration:

Business Role(s): Responsibility: <State the Service Provider, Customer or Joint Service Provider and Customer>

Purpose

In this step, you release service items for billing.

Procedure

Test Step # Test Step Name Instruction Expected Result Pass / Fail / Comment

1 Log On Log on to the SAP Fiori launchpad as a Customer Service Manager.

2 Access App Open Release For Billing (F3573). The Release for Billing screen displays.

Service Order Management and Monitoring (3D2_PH)

Appendix PUBLIC 74
 Test Step # Test Step Name Instruction Expected Result Pass / Fail / Comment

3 Find Item Enter your Service Confirmation ID in the Search field and choose Go.

4 Release Item Select your service bundle item and choose Release for Billing. The selected items are release for billing.

4.3.1.4 Create Billing Document (Invoice)

Test Administration

Customer project: Fill in the project-specific parts.

Test Case ID <X.XX> Testing Date:

Tester Name: Duration:

Business Role(s): Responsibility: <State the Service Provider, Customer or Joint Service Provider and Customer>

Purpose

In this step, you create an invoice for the service confirmation items that were released for billing in the previous step.

Procedure

Test Step Test Step Name Instruction Expected Result Pass / Fail / Com-
# ment

1 Log On Log on to The SAP Fiori launchpad as a Billing Clerk.

2 Access App Open Create Billing Documents (F0798). The Create Billing Documents screen dis-
plays.

3 Define Billing Settings Choose Billing Settings. The Billing Settings dialog window displays.
In the Billing Settings dialog box, maintain the following settings and choose OK: You maintained the required settings for

Service Order Management and Monitoring (3D2_PH)

Appendix PUBLIC 75
 Test Step Test Step Name Instruction Expected Result Pass / Fail / Com-
# ment

● Set billing date and type before billing: ON billing.

● Create separate billing document for each item of billing due list: OFF
● Automatically post billing documents: ON
● Display billing documents after creation: ON

4 Select Items for Billing Maintain the following entries and choose Go: The Create Billing Documents dialog box
● SD Document Category: Billing Document Request displays.

Choose the Settings icon.

In View Settings, select BDR Source Document and choose OK
Find your items in the list by identifying your service confirmation in the field BDR Source Document.
In the Billing Due List Items list, select your billing document requests and choose Create Billing Documents.

Note If you don’t want to display all billing due list items, you can restrict the list display by applying
search criteria such as Sold-Party or Billing Date To.

5 Select Billing Type and In the Create Billing Documents dialog window, make the following entries: The F2 Invoice screen appears.
Billing Date ● Billing Type: F2 Invoice (F2)
● Billing Date: <today’s date>

6 Save Billing Document On the F2 Invoice screen, choose Save. The billing document with ID xxxxxxxx is
created.
Note down the billing document number for
future reference.

4.3.2 Fixed Price Service Bundle

4.3.2.1 Create Service Order

Test Administration

Customer project: Fill in the project-specific parts.

Service Order Management and Monitoring (3D2_PH)

Appendix PUBLIC 76
Test Case ID <X.XX> Testing Date:

Tester Name: Duration:

Business Role(s): Responsibility: <State the Service Provider, Customer or Joint Service Provider and Customer>

Purpose

In this step, you create a service order with service bundle.

Procedure

Test Step Test Step Name Instruction Expected Result Pass / Fail /
# Comment

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

tomer Service Manager.

2 Access App Open Manage Service Orders - To-Do List The Manage Service Order screen displays.
(F3571A).

3 Create Service Or- Choose Create Service Order → Quick Create. The Create Service Order window displays.
der

4 Maintain Data Make the following entries: A new service order is created.
● Service Order Type: Service Order Note down the service order number.
● Sold-To Party: for example, 58100003
● Service Bundle: Selected Note If the service team concept has been enabled for the fixed price service order (SVO2), a popup window may
● Description: <your description> appear and ask you to choose a service team. Select your service team.
● Requested Start Date - End Date: <date
range>
● Product ID: for example,
SRV_BUNDLE_01
Quantity: for example, 1
Unit: for example, HR
Choose Save and Edit.

5 Maintain Addi- Under Items, add an additional item for this ser- The service order is saved.
tional Data vice order:

Service Order Management and Monitoring (3D2_PH)

Appendix PUBLIC 77
 Test Step Test Step Name Instruction Expected Result Pass / Fail /
# Comment

● Product ID: for example, SRV_01

Higher-Level Item: <service bundle
item number>
Quantity: for example, 1
Unit: for example, HR
● Product ID: for example, SRV_02
Higher-Level Item: <service bundle
item number>
Quantity: for example, 1
Unit: for example, EA
Press Enter.
Choose Save.

6 Release Service On the Service Order screen, choose Release. The service order is released.
Order You can create follow-up confirmations for all items of this service order.

4.3.2.2 Create Confirmation

Test Administration

Customer project: Fill in the project-specific parts.

Test Case ID <X.XX> Testing Date:

Tester Name: Duration:

Business Role(s): Responsibility: <State the Service Provider, Customer or Joint Service Provider and Customer>

Purpose

In this step, you create a follow-up service confirmation. You set the confirmation to completed.

Service Order Management and Monitoring (3D2_PH)

Appendix PUBLIC 78
Procedure

Test Step Test Step Name Instruction Expected Result Pass / Fail /
# Comment

1 Log On Log on to the SAP Fiori launchpad as a Customer Ser-

vice Manager.

2 Access App Open Manage Service Orders - To-Do List The Manage Service Order screen displays.
(F3571A).

3 Find Service Order Make the following entries and choose Go:
Service Order: <ID>

4 Open Service Order Choose your service order. The Service Order screen displays.

5 Create Service Confir- Choose Create Follow-Up > Create Service Confirma- The Create Service Confirmation window displays.
mation tion .

6 Maintain Data Make the following entries: A new confirmation is created.

● Final Confirmation: Yes
● Exec. Service Employee: for example, Note You can only confirm subitems.
9980000xxx
● Product ID: for example, SRV_01
Quantity: for example, 1
Unit: for example, HR
● Product ID: for example, SRV_02
Quantity: for example, 1
Unit: for example, EA
Choose Save and Edit.

7 View Details Under Items, choose Edit for the expense line item The Service Confirmation Item displays.
(SRV_02).

8 Maintain Data Make the following entries: The changes are saved.
● Amount: for example, 90 PHP
Choose Apply.
Choose Save.

9 Complete the Service Make the following entries and choose Save: The confirmation is set to Completed.
Confirmation

Service Order Management and Monitoring (3D2_PH)

Appendix PUBLIC 79
 Test Step Test Step Name Instruction Expected Result Pass / Fail /
# Comment

Status: Completed Note Once the status Completed is set, it can no longer be changed; it is only possible to cancel.
Since the final confirmation is set, the life cycle status of the service order is automatically set to
Completed. This is the prerequisite for the items to be released for billing.

10 Check Life Cycle Status Navigate back to the Manage Service Order screen and The Life Cycle Status is set to Completed.
locate your service order.

4.3.2.3 Release Order for Billing

Test Administration

Customer project: Fill in the project-specific parts.

Test Case ID <X.XX> Testing Date:

Tester Name: Duration:

Business Role(s): Responsibility: <State the Service Provider, Customer or Joint Service Provider and Customer>

Purpose

In this step, you release service items for billing.

Procedure

Test Step # Test Step Name Instruction Expected Result Pass / Fail / Comment

1 Log On Log on to the SAP Fiori launchpad as a Customer Service Manager.

2 Access App Open Release For Billing (F3573). The Release for Billing screen displays.

Service Order Management and Monitoring (3D2_PH)

Appendix PUBLIC 80
 Test Step # Test Step Name Instruction Expected Result Pass / Fail / Comment

3 Find Item Enter your Service Confirmation ID in the Search field and choose Go.

4 Release Item Select your service bundle item and choose Release for Billing. The selected items are release for billing.

4.3.2.4 Create Billing Document (Invoice)

Test Administration

Customer project: Fill in the project-specific parts.

Test Case ID <X.XX> Testing Date:

Tester Name: Duration:

Business Role(s): Responsibility: <State the Service Provider, Customer or Joint Service Provider and Customer>

Purpose

In this step, you create an invoice for the service confirmation items that were released for billing in the previous step.

Procedure

Test Step Test Step Name Instruction Expected Result Pass / Fail / Com-
# ment

1 Log On Log on to The SAP Fiori launchpad as a Billing Clerk.

2 Access App Open Create Billing Documents (F0798). The Create Billing Documents screen dis-
plays.

3 Define Billing Settings Choose Billing Settings. The Billing Settings dialog window displays.
In the Billing Settings dialog box, maintain the following settings and choose OK: You maintained the required settings for

Service Order Management and Monitoring (3D2_PH)

Appendix PUBLIC 81
 Test Step Test Step Name Instruction Expected Result Pass / Fail / Com-
# ment

● Set billing date and type before billing: ON billing.

● Create separate billing document for each item of billing due list: OFF
● Automatically post billing documents: ON
● Display billing documents after creation: ON

4 Select Items for Billing Maintain the following entries and choose Go: The Create Billing Documents dialog box
● SD Document Category: Billing Document Request displays.

Choose the Settings icon.

In View Settings, select BDR Source Document and choose OK
Find your items in the list by identifying your service confirmation in the field BDR Source Document.
In the Billing Due List Items list, select your billing document requests and choose Create Billing Documents.

Note If you don’t want to display all billing due list items, you can restrict the list display by applying
search criteria such as Sold-Party or Billing Date To.

5 Select Billing Type and In the Create Billing Documents dialog window, make the following entries: The F2 Invoice screen appears.
Billing Date ● Billing Type: F2 Invoice (F2)
● Billing Date: <today’s date>

6 Save Billing Document On the F2 Invoice screen, choose Save. The billing document with ID xxxxxxxx is
created.
Note down the billing document number for
future reference.

4.3.3 Service Bundle and Item with Billing Request Lines (Ad Hoc Billing)

4.3.3.1 Create Service Order

Test Administration

Customer project: Fill in the project-specific parts.

Service Order Management and Monitoring (3D2_PH)

Appendix PUBLIC 82
Test Case ID <X.XX> Testing Date:

Tester Name: Duration:

Business Role(s): Responsibility: <State the Service Provider, Customer or Joint Service Provider and Customer>

Purpose

A service bundle or an item can have one or several billing request lines if it is an ad hoc billing bundle or an ad hoc billing item. The billing request lines are entered manually in the billing plan
with the item details. Each billing request line defines the amount to be charged and and at what date it should be due. As soon as the bundle or the item with billing request lines has been released
for confirmation, a billing document request job run can create the corresponding billing document requests for it.

Note The following test procedure will include the order creation, the job run, and the invoice creation. It will skip the step of confirmation creation since it is not a key part of a billing plan
process.

In this step, you create the service order.

Procedure

Test Step Test Step Name Instruction Expected Result Pass / Fail /
# Comment

1 Log On Log on to the SAP Fiori launchpad as a Customer Service

Manager.

2 Access App Open Manage Service Orders - To-Do List (F3571A). The Manage Service Order screen displays.

3 Create Service Order Choose Create Service Order → Quick Create. The Create Service Order window displays.

4 Maintain Data Make the following entries: A new service order is created.
● Service Order Type: Fixed Price Service Or- Note down the service order number.
der
● 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
● Service Bundle: Selected appear and ask you to select a contract per item. Select No Assignment.
● Description: <your description> If the service team concept has been enabled for the standard service order (SVO1), a popup window
● Requested Start Date - End Date: <date range> may appear and ask you to choose a service team. Select your service team.
● Product ID: for example, SRV_BUNDLE_01

Service Order Management and Monitoring (3D2_PH)

Appendix PUBLIC 83
 Test Step Test Step Name Instruction Expected Result Pass / Fail /
# Comment

Quantity: for example, 1

Unit: for example, HR
Choose Save and Edit.

5 Switch Item Cate- Under Items, make the following entries: Note Switching the item category from SVB4 Service Bundle (FP) to SVB7 SrvBndl (Ad Hoc Bll)
gory Item Category: SrvBndl (Ad Hoc Bll) will enable this bundle item for ad hoc billing.

Press Enter.

6 Maintain Additional Under Items, add additional items for this service order: The service bundle ad hoc billing contains two sub items.
Data ● Product ID: SRV_01 Only the bundle itself will be charged to the customer.
Higher-Level Item: <service bundle item
number>
Quantity: for example, 1
Unit: for example, HR
● Product ID: SRV_02
Higher-Level Item: <service bundle item
number>
Quantity: for example, 1
Unit: for example, EA
Choose Enter.

6 Add Ad Hoc Billing Under Items, add an additional item for this service order: A service item has been added to the service order.
Item ● Product ID: SRV_01
Higher-Level Item: <empty> Note Switching the item category from SVP1 Service Item to SVP6 SrvItm (Ad Hoc Bill) will en-
Quantity: for example, 1 able this item for ad hoc billing.
Unit: for example, HR
Item Category: SVP6 SrvItm (Ad Hoc Bill)
Note If your sold-to party is associated with one or more service contracts, a new popup window will
Press Enter. appear and ask you to select a contract per item. Select No Assignment.

7 View Details Choose Edit for the line item which contains the service The details view of the service bundle item displays.
bundle item SRV_BUNDLE_01.

8 Maintain Billing Re- Under Billing Plan, choose Insert to add a billing request The billing request lines are added to the service bundle.
quest Lines line:
● Billing Date: for example, <today + 1 working
day>

Service Order Management and Monitoring (3D2_PH)

Appendix PUBLIC 84
 Test Step Test Step Name Instruction Expected Result Pass / Fail /
# Comment

● Billing Value: for example, 100

● Currency: PHP
Press Enter.
Choose Insert to add another billing request line:
● Billing Date: for example, <today + 20 working
days>
● Billing Value: for example, 50
● Currency: PHP
Press Enter.
Choose Apply.

9 View Details Under Items, choose Edit for the line item which contains The details view of the ad hoc service item displays.
the ad hoc billing service item SRV_01.

Note Ensure you do not mix up the subitems of the ser-

vice bundle.

10 Maintain Billing Re- Under Billing Plan, choose Insert to add a billing request Two billing request lines have been maintained for the service item.
quest Lines line:
● Billing Date: for example, <today + 1 working
day>
● Billing Value: for example, 75
● Currency: PHP
Press Enter.
Choose Insert to add another billing request line:
● Billing Date: for example, <today + 20 working
days>
● Billing Value: for example, 30
● Currency: PHP
Press Enter.
Choose Apply.

11 Release Service Or- On the Service Order screen, choose Release The service order is released.
der You can create follow-up confirmations for all items of this service order.

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4.3.3.2 Schedule Job

Test Administration

Customer project: Fill in the project-specific parts.

Test Case ID <X.XX> Testing Date:

Tester Name: Duration:

Business Role(s): Responsibility: <State the Service Provider, Customer or Joint Service Provider and Customer>

Purpose

In this step, you schedule a job run to create billing document requests (BDRs) for the billing request lines.

Procedure

Test Step Test Step Instruction Expected Result Pass / Fail / Com-
# Name ment

1 Log On Log on to the SAP Fiori launchpad as a Customer Service Manager.

2 Access App Open Schedule Creation of Billing Document Requests - Service Orders (F7257). The Schedule Creation of Bililng Document Requests Service Orders screen displays.

3 Create a New Choose Create. The job is scheduled.

Job Make the following entries:
● Job Template: Schedule Creation of Billing Document Re-
quests for Service Orders
● Job Name: Schedule Creation of Billing Document Re-
quests for Service Orders
Choose Step 2.
Make the following entries:
● Start Immediately: Selected
Choose Step 3.
Make the following entries:

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Appendix PUBLIC 86
 Test Step Test Step Instruction Expected Result Pass / Fail / Com-
# Name ment

● Service Order ID: <your service order ID>

● Billing Date: for example, <today + 7 days>
Choose Schedule.

4 Check Result On the Schedule Creation of Bililng Document Requests Service Orders screen, The Job Log screen displays.
choose the icon in the Log column of your job. The entries display Message Type Success.

Note Each entry represents a created billing document request.

Note If the suggested date range is used (today + 7 days), only the first billing re-
quest line of the service bundle is considered.

4.3.3.3 Create Billing Document (Invoice)

Test Administration

Customer project: Fill in the project-specific parts.

Test Case ID <X.XX> Testing Date:

Tester Name: Duration:

Business Role(s): Responsibility: <State the Service Provider, Customer or Joint Service Provider and Customer>

Purpose

In this step, you create an invoice for the billing document requests.

Service Order Management and Monitoring (3D2_PH)

Appendix PUBLIC 87
Procedure

Test Step Test Step Name Instruction Expected Result Pass / Fail / Com-
# ment

1 Log On Log on to The SAP Fiori launchpad as a Billing Clerk.

2 Access App Open Create Billing Documents (F0798). The Create Billing Documents screen dis-
plays.

3 Define Billing Settings Choose Billing Settings. The Billing Settings dialog window displays.
In the Billing Settings dialog box, maintain the following settings and choose OK: You maintained the required settings for
● Set billing date and type before billing: ON billing.

● Create separate billing document for each item of billing due list: OFF
● Automatically post billing documents: ON
● Display billing documents after creation: ON

4 Select Items for Billing Maintain the following entries and choose Go: The Create Billing Documents dialog box
● SD Document Category: Billing Document Request displays.

Choose the Settings icon.

In View Settings, select BDR Source Document and choose OK
Find your items in the list by identifying your service confirmation in the field BDR Source Document.
In the Billing Due List Items list, select your billing document requests and choose Create Billing Documents.

Note If you don’t want to display all billing due list items, you can restrict the list display by applying
search criteria such as Sold-Party or Billing Date To.

5 Select Billing Type and In the Create Billing Documents dialog window, make the following entries: The F2 Invoice screen appears.
Billing Date ● Billing Type: F2 Invoice (F2)
● Billing Date: <today’s date>

6 Save Billing Document On the F2 Invoice screen, choose Save. The billing document with ID xxxxxxxx is
created.
Note down the billing document number for
future reference.

Service Order Management and Monitoring (3D2_PH)

Appendix PUBLIC 88
5 Appendix

5.1 Process Integration

The process to be tested in this test script is part of a chain of integrated processes.

5.1.1 Preceding Scope Items

The following processes and conditions can precede this process.

Scope Item Business Condition

4GA - Service Quotation Optional

4GT - Solution Order Management Optional

5.1.2 Succeeding Processes

After completing the activities in this test script, you can continue testing the following business processes:

Process Business Condition

43B - Service Monitoring and Analytics Optional

4GG - Credit Memo Processing for Service Management Optional

J59 - Accounts Receivable

3M3 - Event-Based Revenue Recognition - Service Documents

3M4 - Event-Based Revenue Recognition - Service Documents - IFRS

3M5 -Event-Based Revenue Recognition - Service Documents - US GAAP

Service Order Management and Monitoring (3D2_PH)

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Service Order Management and Monitoring (3D2_PH)
Appendix PUBLIC 90
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 .

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Appendix PUBLIC 91