Test Script

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

In-House Repair (3XK_PH)

PUBLIC

Table of Contents

1 Purpose

2 Prerequisites
2.1 System Access
2.2 Roles
2.3 Master Data, Organizational Data, and Other Data
2.3.1 Business Partner
2.3.2 Organizational Unit
2.3.3 Master Data
2.4 Business Conditions
2.5 Preliminary Steps
2.5.1 Configure Service Management and Monitoring
2.5.1.1 Configure Credit Check Management (Optional)
2.5.2 Specify Settings for Returns Orders as Follow-Up
2.5.3 Configure Customer Returns (Optional)
2.5.3.1 Specify Settings for In-House Repair (Service) as Follow-Up Activity
2.5.3.2 Specify Storage Locations for Follow-Up Activities
2.5.3.3 Define Serial Number Profiles
2.5.4 Maintain Customer, Customer Warranty and Vendor Warranty (Optional)
2.5.5 Configure Service Teams
2.5.5.1 Define Service Team Profile
2.5.5.2 Assign Service Team Profile to Repair Transactions
2.5.5.3 Create a Service Team
2.5.6 Configure Output Management
2.5.7 Configure Situation Handling (Optional)
2.5.8 Configure Service Contract Management (Optional)
2.5.8.1 Specify Contract Determination for Transaction Types
3 Overview Table

4 Test Procedures
4.1 Receive Repair Objects (Optional)
4.1.1 Post Goods Receipt (Option A)
4.1.2 Customer Returns (Option B)
4.2 Create In-House Repair and Add Repair Objects
4.2.1 Create In-House Repair
4.2.2 Add or Remove Repair Objects
4.2.3 Confirm In-House Repair
4.2.4 Decide the Follow-Up Steps (Mass Decisions Processing) (Optional)
4.3 Perform Prechecks
4.3.1 Perform Precheck and Decide the Follow-Up Steps
4.3.2 Decide: Quotation (Option A)
4.3.2.1 Create Repair Quotation (Option A.1) or Fixed Price Repair Quotation (Option A.2), or Add to Existing Quotation (Option A.3)
4.3.3 Decide: Create Repair Order (Option B.1) or Create Fixed Price Repair Order (Option B.2)
4.3.3.1 Create Repair Order or Fixed Price Repair Order for Repair Object
4.3.3.2 Enter Fixed Price for Fixed Price Repair Order
4.3.3.3 Enter Items in Repair Order
4.3.3.4 Enter Fixed Price Items in Repair Order or Fixed Price Repair Order
4.3.3.5 Enter Time and Material Service Bundle in Repair Order (Optional)
4.3.3.6 Enter Fixed Price Service Bundle in Repair Order or in Fixed Price Repair Order (Optional)
4.3.3.7 Trigger Diagnosis Planning in Repair Order or Fixed Price Repair Order (Optional)
4.3.3.8 Trigger Repair Planning in Repair Order or Fixed Price Repair Order
4.3.4 Decide: Send the Repair Object Back to the Customer (Option C)
4.3.5 Decide: Returns Order (Option D) (Only Relevant If You Are Using Customer Returns)
4.3.6 Decide: Diagnosis: Follow-Up (Option E) (Optional)
4.3.7 Decide: Mass Decisions (Optional)
4.4 Process Repair Quotations or Fixed Price Repair Quotations
4.4.1 Process Repair Quotation or Fixed Price Repair Quotation
4.4.2 Change or Update Repair Quotation or Fixed Price Repair Quotation
4.4.3 Send Repair Quotation or Fixed Price Repair Quotation to Customer
4.4.4 Accept Repair Quotation or Fixed Price Repair Quotation (Option A)
4.4.5 Reject Repair Quotation or Fixed Price Repair Quotation (Option B)
4.5 Plan Diagnoses
4.5.1 Plan Diagnosis
4.5.2 Trigger Diagnosis in Repair Order or Fixed Price Repair Order (Optional)
4.6 Perform Diagnoses
4.6.1 Perform Diagnosis
4.6.2 Trigger Follow-Up Actions for Diagnosis (Optional)
4.7 Plan Repairs
4.7.1 Plan Repair
4.7.2 Change Repair Order or Fixed Price Repair Order
4.7.3 Copy Repair Order Items from Repair Template or Copy Fixed Price Repair Items from Fixed Price Repair Template (Alternative)

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 4.7.4 Trigger Repair in Repair Order or Fixed Price Repair Order
4.8 Procurement for Service Management (3NI) (Optional)
4.8.1 Procurement of Non-Stock Service Parts
4.8.2 Pick Service Parts from Stock (Reservation)
4.8.3 External Workforce Procurement
4.8.3.1 Approve Service Entry Sheet
4.9 Perform Repairs
4.9.1 Read Assigned Repair Orders
4.9.2 Create Repair Confirmation or Confirm the Repair
4.9.3 Cancel Repair Confirmation (Optional)
4.10 Prepare and Release for Billing
4.11 Return to Customer and Complete Repair Object (Optional)
4.11.1 Post Goods Issue (Option A)
4.11.2 Return to Customer and Create Outbound Delivery (Option B)
4.11.3 Complete Repair Object and Finalize In-House Repair (Optional)
4.12 Create Invoice (Optional)
4.12.1 Check Billing Document Request Details for Released Repair Order (Items) and/or Repair Confirmation (Items)
4.12.2 Create Billing Document (Invoice)
4.12.2.1 Billing Document Split and Convergence (Optional)
4.12.3 Check Billing Document Details
4.12.4 Accounts Receivable (J59) (Optional)
4.12.4.1 Post Incoming Payments (Optional)
4.13 Analyze Service Actuals
4.14 Repair Templates (Optional)
4.14.1 Create Repair Template or Fixed Price Repair Template
4.14.2 Release Repair Template or Fixed Price Repair Template

5 Appendix
5.1 Process Integration
5.1.1 Preceding Processes
5.1.2 Succeeding Processes
5.1.3 Integration with SAP Field Service Management

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1 Purpose

Overview

The scope item covers the in-house repair process in SAP S/4HANA Cloud.
The in-house repair supports selecting the repair objects, performing prechecks, run a diagnosis and aiding in decision making to provide a repair quotation or repair order. Warranty and service con-
tracts are considered. When the customer agrees to the repair, repair orders are created automatically.
The repair order is then planned and released for execution. Credit checks and ATP/reservation for spare parts safeguard the repair. A purchase requisition is created automatically for the applicable
spare parts or external service items.
In repair execution, repair confirmations are posted against the repair order. The time-sheet entry, spares cost, and expenses are posted to finance and controlling.
Once the repair is done, the recorded effort is released for billing, automatically creating a billing document request to invoice the customer.
For logistics, in-house repair integrates with customer returns.
This document provides a detailed procedure for testing this scope item after solution activation, reflecting the predefined scope of the solution. Each process step, report, or item is covered in its
own section, providing the system interactions (test steps) in a table view. Steps that are not in scope of the process but are needed for testing are marked accordingly. Project-specific steps must be
added.

Note Values in this test script (decimal notation, date formats, and so on) are presented in U.S. standard notation. If your test system is set up to use a different notation, enter values as appropri-
ate.

In-House Repair (3XK_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

SAP S/4HANA 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 Comment
Template)

Business User
Roles

Warehouse Clerk SAP_BR_WAREHOUSE_CLERK Inventory Processing SAP_BR_WAREHOUSE_CLERK Your system admin- Execute a Post Goods Receipt/Is-

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

istrator provides the sue.

user and password
information.

Inventory Man- SAP_BR_INVENTORY_MANAGER Inventory Management SAP_BR_INVENTORY_MANAGER Your system admin- Manage Stock
ager istrator provides the
user and password
information.

Customer Service SAP_BR_CUST_SRVC_REP_REPA In-House Repair SAP_BR_CUST_SRVC_REP_REPA Your system admin- Enter repair objects and perform
Representative - istrator provides the precheck. Commercial Review
In-House Repair user and password and Billing.
information.

Customer Service SAP_BR_CUST_SRVC_MGR_REPA Service Management SAP_BR_CUSTOMER_SRVC_MGR Your system admin- Plan Repairs
Manager - In- istrator provides the
House Repair user and password
information.

Service Techni- SAP_BR_CUST_SRVC_TEC_REPA In-House Repair SAP_BR_CUST_SRVC_TEC_REPA Your system admin- Perform Repair
cian - In-House istrator provides the
Repair user and password
information.

Business Process SAP_BR_BUSINESS_PROCESS_S Business Process Management / SAP_BR_BUSINESS_PROCESS_SPEC / Your system admin- Manage Teams and Responsibili-
Specialist PEC Business Process Management / SAP_CA_SPT_BPS_PC / istrator provides the ties
user and password
information.

Purchaser SAP_BR_PURCHASER Purchasing / Sourcing and Contract- SAP_MM_SPT_PURCHASING_PC / Your system admin-
ing SAP_MM_SPT_SOURCING_PC istrator provides the
user and password
information.

Purchasing Man- SAP_BR_PURCHASING_MANAGER My Inbox SAP_CORE_SPT_MYINBOX_PC Your system admin-

ager istrator provides the
user and password
information.

Billing Clerk SAP_BR_BILLING_CLERK Billing SAP_BR_BILLING_CLERK Your system admin-

istrator provides the
user and password
information.

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

Accounts Receiv- SAP_BR_AR_ACCOUNTANT Accounts Receivable SAP_BR_AR_ACCOUNTANT Your system admin-

able Accountant istrator provides the
user and password
information.

Maintenance SAP_BR_MAINTENANCE_PLAN- Maintenance Planning SAP_BR_MAINTENANCE_PLANNER Your system admin- Manage Technical Objects
Planner NER istrator provides the (equipment).
user and password
information.

Returns and Re- SAP_BR_RETURNS_REFUND_CLE Returns and Refund Clerk SAP_BR_RETURNS_REFUND_CLERK Your system admin- Manage Customer Returns to
fund Clerk RK istrator provides the create a return order or to check
user and password the progress of return process.
information.

Shipping Special- SAP_BR_SHIPPING_SPECIAL- Shipping Specialist SAP_BR_SHIPPING_SPECIALIST Your system admin- Manage Outbound Deliveries to
ist IST istrator provides the perform picking and to post
user and password goods receipt.
information.

Receiving Spe- SAP_BR_RECEIVING_SPECIAL- Receiving Specialist SAP_BR_RECEIVING_SPECIALIST Your system admin- Perform the material inspection.
cialist IST istrator provides the
user and password
information.

Credit Controller SAP_BR_CREDIT_CONTROLLER Credit Controller SAP_BR_CREDIT_CONTROLLER Your system admin- Display Credit Exposure to check
istrator provides the payer credit limit and commit-
user and password ment value.
information. Manage Documented Credit De-
cisions to take a decision to
process the repair order items
blocked due to credit check fail-
ure.

Expert Roles

Configuration SAP_BR_BPC_EXPERT Your system admin- Manage your solution (adapt and
Expert - Business istrator provides the optimize the business processes
Process Configu- user and password to your needs)
ration information.

Administrator SAP_BR_ADMINISTRATOR Administration / Administration - SAP_BR_ADMINISTRATOR / SAP_BUM_SPT_ADMIN- Your system admin-

Workforce Master Data / Adminis- ISTRATION_PC / SAP_EI_SPT_ADM_LC_PC / istrator provides the
tration - License Compliance / Ad- user and password

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

ministration - Output Control SAP_OC_SPT_ADMINISTRATION_PC information.

2.3 Master Data, Organizational Data, and Other Data

The organizational structure and master data of your company have been created in your system during activation. The organizational structure reflects the structure of your company. The master
data represents products, equipment, customers, and suppliers, for example, depending on the operational focus of your company.
Use your own master data or the following sample data to go through the test procedure.

2.3.1 Business Partner

Data Sample Value Details Comments

Customer (Sold-To Party) 58100001 You must either assign the customer pricing procedure 01 (Procedure 01) or ensure that the customer is not assigned to a pricing procedure.
58100002 To check the assignment, use business role SAP_BR_BUPA_MASTER_SPECIALIST and access Manage Customer Master Data (F0850A).

Contact Person 58910005 The contact person is assigned to you customer.

58910006

Payer 58100001

Supplier 58300001
58300002

2.3.2 Organizational Unit

Data Sample Value Details Comments

Company Code 5810

Sales Organization 5810

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 Data Sample Value Details Comments

Sales Office 580

Distribution Channel 10

Shipping Point 5810

Purchasing Organization 5810

Purchasing Group 001

Plant 5810

Storage Location 581A

581B
581R

Cost Center 58101101

58101701

Profit Center YB700

Employee <employee> Use the employee ID that is assigned to your user.

G/L Account 51600000 Consumption - Trading Goods

61008000 Travel Expenses - Miscellaneous
65008300(5810) Service - General
65100000 Office Supplies
94311000 Service Time

Controlling Area A000

2.3.3 Master Data

Data Sample Value Details Comments

Service Product (Service) SRV_01 Services The service product SRV_01 represents the service itself, for example, an installation, a repair, or maintenance.

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 Data Sample Value Details Comments

Note A service is usually performed by an internal employee. Alternatively, it can be procured from a third party (external workforce procure-
ment). In that case, the scope item 3NI is required.

Service Expense SRV_02 Service Expenses The service product SRV_02 represents the expense that occurs from the service, for example, travel cost or fuel.

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

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 activated.
The purchasing info record, source supplier, and sales price are needed.

Service Product (Service SRV_05 Stock Service Part The service product SRV_05 represents a material that will be taken from stock (pick-from-stock scenario).
Part Picked from Stock)

Note If you are using a material with the item category group stock service part (SVST), this material will be taken from the default storage lo-
cation of the plant.

Service Product (Service SRV_06 Stock Service Part with

Part Picked from Stock) Serial Number Profile

Service Bundle (Time and SRV_BUN- Service Bundle You can use service bundles to offer customers service products, service parts, and expense items as a package.
Material) DLE_02 Your customer is not invoiced the main item of the time and material service bundle. You can use standard subitems where your customer is billed
the actual consumption of labor and materials and you can also use fixed price subitems where your customer is billed previously agreed prices.

Service Bundle (Fixed SRV_BUN- Fixed Price Service Bun- You can use service bundles to offer customers service products, service parts, and expense items as a package.
Price) DLE_01 dle A fixed price service bundle consists of a main item and one or more subitems. Your customer receives a billing document for the main item,
subitems are not invoiced separately.

Product TG20

Equipment 258100901 If you create new equipment, you have to configure the serial number profile and assign it to the material master.
258100902

Service Product (Service SRV_CON- Service Contract Product

Contract) TRACT

Material BOM, Equip- 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).
ment BOM

Material <material> If you want to test the integration of Customer Returns (BKP) with a standard sales process, create your material and assign the YSR1 serialization

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 Data Sample Value Details Comments

profile.
You must complete the sales process for your material as described in the Sell from Stock (BD9) test script.
You will need the sales order ID, the billing document number, and the equipment (serial number) that is assigned to the delivery.
Use this equipment (serial number) as the repair object in your in-house repair transaction.

For more information on creating master data objects, see the following Master Data Scripts (MDS)

Master Data ID Description

3KV Create Service Product for Service Processes

2J7 Create Product Master of Type "Spare Parts"

31X Create Product Master of Type "Services"

3U3 Create Plant Maintenance Master Data for Service

Note The in-house repair process only supports equipment created with a serial number.
You have to configure the serial number profile and assign it to the material master.

BHD Create Purchasing Info Record

BNF Create Product Master of Type "Trading Good"

31Y Create Product Master of Type "Non-Stock Material"

BND Create Customer Master

63J Create Material and Equipment BOM for Service

BNV Create SEPA Mandate

2.4 Business Conditions

Before you can test this scope item, the following business conditions must be met.

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 Scope Item ID Business Condition

1LQ - Output Management Must complete all mandatory prerequisite steps.

3D2 - Service Order Management and Monitoring Must be in scope as prerequisite.

3NI - Procurement for Service Management (Optional) To use procured spare parts with in-house repair, must be in scope as prerequisite.
To use external workforce procurement with in-house repair, must be in scope as prerequisite.

31N - Situation Handling (Optional) To use situation handling with in-house repair, must be run before this test script.

3MO - Service Contract Management (Optional) To use service contract management with in-house repair, must be run before this test script.

BKP - Customer Returns (Optional) To use customer returns with in-house repair, must complete all mandatory prerequisites.

BD9 - Sell from Stock (Optional) To use customer returns with a standard sales process, the sales process must be completed.

2.5 Preliminary Steps

2.5.1 Configure Service Management and Monitoring

Prerequisite

Scope item Service Order Management and Monitoring (3D2) must be activated as a prerequisite for In-House Repair.
The following steps described in the Service Order Management and Monitoring test script are mandatory for In-House Repair:
●

Note In an intercompany scenario, special intercompany cost rates are required and must be maintained. You can refer to the step Maintain Cost Rates in the Service Order Management and
Monitoring (3D2) test script.

The following steps described in the Service Order Management and Monitoring test script are optional for In-House Repair:
●

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2.5.1.1 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 checks can be enabled for repair orders to maintain and check credit of relevant business partners.

Procedure

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

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

1 Log On Log on to the SAP Fiori launchpad as a Configuration Expert - Business Process 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:
● Trans. Type: RPO1
Description: Repair Order
Credit Management: Selected

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

● Trans. Type: RPO2

Description: Fixed Price Repair Order
Credit Management: Selected

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 tree view, The Activate Credit Management in
figuration 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 Configuration
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: RPO1
Description: Repair Order
Credit Management: Selected
● Trans. Type: RPO2
Description: Fixed Price Repair Order
Credit Management: Selected

2.5.2 Specify Settings for Returns Orders as Follow-Up

Purpose

Before you can create and process a returns order as the follow-up document within the in-house repair process, you need to configure customer returns.
In this step, you configure the returns order type that is used as the follow-up document for the in-house repair type.

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Procedure

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

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

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

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: In-House Repair

5 Open Open Integrating with Customer Returns.

6 Select Configuration For the Specify Settings for Returns Orders as Follow-Up step, choose Configure. The Specify Settings for Returns Orders as Foll..: Change screen
Step displays

7 Specify Settings Choose New Entries. The entry is saved.

Make the following entries and choose Save:
● Transaction Type: REP1
● Sales Document Type: CBAR
● Order Reason: 009
● Return Reason: 002
● Goods Movement: Selected

SAP Central Business Configuration:

Test Test Step Name Instruction Expected Result Pass / Fail /

Step # Comment

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

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Appendix PUBLIC 15
 Test Test Step Name Instruction Expected Result Pass / Fail /
Step # Comment

displayed.

2 Access Config- In the Product-Specific Configuration phase, navigate to the Configuration Activities tab. To locate the activity in the tree view, search for the The configuration activity
uration following activity: Specify Settings for Returns Orders as Follow-Up. opens.
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 - Busi-
ness Process Configuration.

3 Specify Set- Choose New Entries. The entry is saved.

tings Make the following entries and choose Save:
● Transaction Type: REP1
● Sales Document Type: CBAR
● Order Reason: 009
● Return Reason: 002
● Goods Movement: Selected

2.5.3 Configure Customer Returns (Optional)

Prerequisite

For logistics, the in-house repair application is integrated with the customer returns application.
If you want to use the customer returns as part of In-House Repair, Customer Returns (BKP) must be in scope and all mandatory configuration steps described in the test script must be completed.

2.5.3.1 Specify Settings for In-House Repair (Service) as Follow-Up Activity

Purpose

Before you can use the customer returns application, you must configure the in-house repair type that is used as the follow-up document type for the standard return type.

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Procedure

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

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

1 Log On Log on to the SAP Fiori launchpad as a Configuration Expert - Business Process 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: Sales
● Sub Application Area: Claims, Returns, and Refund Management

5 Open Open Follow-Up Activities for Customer Returns.

6 Select Configuration For the Specify Settings for In-House Repair (Service) as Follow-Up Activity step, choose Con- The configuration activity opens.
Step figure.

7 Specify Settings Choose New Entries. The entry is saved.

Make the following entries and choose Save:
● Returns Order: CBAR
● Repair Type: REP1
● Goods Movement: Selected

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. The SAP Fiori launchpad
is displayed.

2 Access Con- In the Product-Specific Configuration phase, navigate to the Configuration Activities tab. To locate the activity in the tree view, search for the fol- The configuration activity

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

figuration lowing activity: Specify Settings for In-House Repair (Service) as Follow-Up Activity. opens.
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 Specify Set- Choose New Entries. The entry is saved.

tings Make the following entries and choose Save:
● Returns Order: CBAR
● Repair Type: REP1
● Goods Movement: Selected

2.5.3.2 Specify Storage Locations for Follow-Up Activities

Purpose

Before you can use customer returns, you must specify a storage location.

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.

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

4 Access Configuration Make the following entries:

● Application Area: Sales
● Sub Application Area: Claims, Returns, and Refund Management

5 Open Open Follow-Up Activities for Customer Returns.

6 Select Configuration Step For the Specify Storage Locations for Follow-Up Activities step, choose Configure. The configuration activity opens.

7 Specify Storage Location Make the following entries and choose Save: The entry is saved.
● Plant: 5810
● Storage Location: 581A
● In-House Repair (Service): for example, 581R

SAP Central Business Configuration:

Test Test Step Name Instruction Expected Result Pass / Fail /

Step # Comment

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

2 Access Configu- In the Product-Specific Configuration phase, navigate to the Configuration Activities tab. To locate the activity in the tree view, search for the The configuration activity
ration following activity: Specify Storage Locations for Follow-Up Activities. opens.
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 - Busi-
ness Process Configuration.

3 Specify Storage Make the following entries and choose Save: The entry is saved.
Location ● Plant: 5810
● Storage Location: 581A
● In-House Repair (Service): for example, 581R

In-House Repair (3XK_PH)

Appendix PUBLIC 19
2.5.3.3 Define Serial Number Profiles

Purpose

If you want use customer returns with in-house repair, you must assign the serializing procedure ADVR to your serial number profile. This procedure controls whether an in-house repair can be cre-
ated with the assigned serial number.

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: Logistics
● Sub Application Area: Serial Number Management

5 Open Open General Settings.

6 Select Configuration Step For the Define Serial Number Profiles step, choose Configure. The Define Serial Number Profiles: Change screen displays.

7 Verify Settings Select your serial number profile, for example, YBP1. The serializing procedure ADVR is assigned.
Double-click Serializing procedures on the left.
Ensure that the serializing procedure ADVR is assigned.

SAP Central Business Configuration:

In-House Repair (3XK_PH)

Appendix PUBLIC 20
 Test Test Step Name Instruction Expected Result Pass / Fail /
Step # Comment

1 Log On Log on to the project experience in SAP Central Business Configuration. The SAP Fiori launchpad is dis-
played.

2 Access Config- In the Product-Specific Configuration phase, navigate to the Configuration Activities tab. To locate the activity in the tree view, search The configuration activity opens.
uration for the following activity: Define Serial Number Profiles.
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 Verify Settings Select your serial number profile, for example, YBP1. The serializing procedure ADVR
Double-click Serializing procedures on the left. is assigned.

Ensure that the serializing procedure ADVR is assigned.

2.5.4 Maintain Customer, Customer Warranty and Vendor Warranty (Optional)

Purpose

A warranty is a commitment from a manufacturer, vendor, or salesperson to a customer that a product has no defects, and that services such as repairs and partial or complete exchange of defective
parts are guaranteed for a particular period of time, without the customer being billed.
The in-house repair process supports and integrates warranties that are based on dates (warranty period). You can use the following warranty types with in-house repair:
● Customer warranty: A commitment that your company has made to the customer.
● Vendor warranty: A commitment that has been made by the vendor/supplier to your company.
If you have entered the end date for the customer warranty of equipment or the end date for the vendor warranty of equipment, the system checks if the warranty end date is prior to the creation date
of the in-house repair. An icon indicates whether the creation date of the in-house repair is within the warranty period.
Before you can use the warranties for individual repair objects within your in-house repair process, you need to define the basic conditions and requirements.
You need to enter the warranty start date and warranty end date in the equipment master data. For the creation or maintenace of equipment warranties, you can refer to master data script Create Plant
Maintenance Master Data for Service (3U3).

In-House Repair (3XK_PH)

Appendix PUBLIC 21
Procedure

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

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

2 Access App Open Change Material Serial Number (IQ02). The Change Material Serial Number : Initial screen displays.

3 Enter Data Make the following entries and press Enter: The Change Material Serial Number : SerNo.Detail screen displays.
● Material: <material>
● Serial Number: <serial number>

4 Maintain Data Under Customer data, make the following entries and choose Save: The changes are saved.
Partners
● Partner Function: Ship-To Party
● Partner: <customer>

2.5.5 Configure Service Teams

Purpose

The service team is an organizational unit to which service employees are assigned for performing service tasks. It facilitates the assignment of service employees in service transactions, related ana-
lytics, and the search for service transactions.

Caution The service teams concept is not active by default for the in-house repair process.
This section is only relevant if you want to use the service team concept.

Note For more information, see How to Use Service Teams in Service Transactions on SAP S/4HANA.

In-House Repair (3XK_PH)

Appendix PUBLIC 22
2.5.5.1 Define Service Team Profile

Purpose

A service team profile exists by default. It defines which determination rule is used and for which team types it is relevant. If you want to use a different profile, you can follow the procedure below
to create a new entry.

Procedure

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

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

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

2 Access App Open Manage Your Solution (F1241).

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

4 Access Configuration Make the following entries:

Application Area: Service
Sub Application Area: Service Order Management

5 Open Open Service Teams.

6 Select Configuration For the Define Service Team Profile and Assign Service Team Types step, choose Con- The screen Define Service Team Profile and Assign Serv..: Change
Step figure. screen displays.

7 Define Team Profile There should be at least one existing entry: A valid service team profile exists.
● Profile: SRV_IHR_P
● Description: In-House Repair Team Profile
● Determination Rule: SHIP_TO
● Description: <country/region and postal code of ship-to
party>

In-House Repair (3XK_PH)

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

● 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_IHR_P, you should find the following entry:
● Team Type: SRV_IHR
● Description: In-House Repair
If you have created and selected a new profile, maintain the allowed team types here.

SAP Central Business Configuration:

Test Test Step Name Instruction Expected Result Pass / Fail /

Step # Comment

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

2 Access Configu- In the Product-Specific Configuration phase, navigate to the Configuration Activities tab. To locate the activity in the tree The screen Define Service Team Profile and
ration view, search for the following activity: Define Service Team Profile and Assign Service Team Types. Assign Serv..: Change screen displays.
Choose Open Documentation for the found line item to see more details about this configuration activity.
Choose the link to navigate directly to the SAP S/4HANA Cloud system. Log on to the SAP Fiori launchpad as a Configura-
tion Expert - Business Process Configuration.

3 Define Team Pro- There should be at least one existing entry: A valid service team profile exists.
file ● Profile: SRV_IHR_P
● Description: In-House Repair Team Profile
● Determination Rule: SHIP_TO
● Description: <country/region 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_IHR_P, you should find the following entry: team types exists.

● Team Type: SRV_IHR

● Description: In-House Repair

In-House Repair (3XK_PH)

Appendix PUBLIC 24
 Test Test Step Name Instruction Expected Result Pass / Fail /
Step # Comment

If you have created and selected a new profile, maintain the allowed team types here.

2.5.5.2 Assign Service Team Profile to Repair Transactions

Purpose

If you want to use the service team concept, you should assign at least a service team profile to a repair 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:

Test Test Step Name Instruction Expected Result Pass / Fail /

Step # 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 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, choose Configure. The Assign Service Team Profile to Service Transaction screen displays.
tion Step

In-House Repair (3XK_PH)

Appendix PUBLIC 25
 Test Test Step Name Instruction Expected Result Pass / Fail /
Step # Comment

7 Maintain Data If you want to use the service team concept with repair orders, make the following entries The service team concept has been activated for the standard repair order
and choose Save: and its repair confirmation.
● Trans.Type: RPO1
Description: Repair Order
Service Team Profile: SRV_IHR_P
Description: In-House Repair Team Profile
● Trans.Type: RPC1
Description: Repair Confirmation
Service Team Profile: SRV_IHR_P
Description: In-House Repair Team Profile

8 Maintain Data If you want to use the service team concept with fixed price repair orders, make the fol- The service team concept has been activated for the fixed price repair order
lowing entries and choose Save: and its repair confirmation.
● Trans.Type: RPO2
Description: Fixed Price Repair Order
Service Team Profile: SRV_IHR_P
Description: In-House Repair Team Profile
● Trans.Type RPC2
Description: Repair Confirmation (Cost Relevant)
Service Team Profile: SRV_IHR_P
Description: In-House Repair 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 The Assign Service Team Profile to Service Transaction
figuration 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 Con-
figuration Expert - Business Process Configuration.

In-House Repair (3XK_PH)

Appendix PUBLIC 26
 Test Test Step Instruction Expected Result Pass / Fail /
Step # Name Comment

3 Maintain If you want to use the service team concept with repair orders, make the following entries and choose Save: The service team concept has been activated for the stan-
Data ● Trans.Type: RPO1 dard repair order and its repair confirmation.

Description: Repair Order

Service Team Profile: SRV_IHR_P
Description: In-House Repair Team Profile
● Trans.Type: RPC1
Description: Repair Confirmation
Service Team Profile: SRV_IHR_P
Description: In-House Repair Team Profile

4 Maintain If you want to use the service team concept with fixed price repair orders, make the following entries and choose Save: The service team concept has been activated for the fixed
Data ● Trans.Type: RPO2 price repair order and its repair confirmation.

Description: Fixed Price Repair Order

Service Team Profile: SRV_IHR_P
Description: In-House Repair Team Profile
● Trans.Type RPC2
Description: Repair Confirmation (Cost Relevant)
Service Team Profile: SRV_IHR_P
Description: In-House Repair Team Profile

2.5.5.3 Create a Service Team

Purpose

If you want to use the service team concept, you have to create at least one service team to run the service process.

In-House Repair (3XK_PH)

Appendix PUBLIC 27
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: Repair_Team_PH
● Description: Repair Team PH
● Type: SRV_IHR

5 Enter Responsibility Definitions Under Responsibility Definitions, make the following entries:
● Cost Center: <cost center>
● 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.
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.

In-House Repair (3XK_PH)

Appendix PUBLIC 28
2.5.6 Configure Output Management

Purpose

To meet your business needs for flexible output of repair quotations and repair orders, SAP provides applications and rules to manage output.

Note For more information, see Output Management in SAP S/4HANA.

Prerequisite

You must complete the configuration steps that are described in Setting Up Output Management (1LQ).

Procedure

Output Parameter Determination

Test Test Step Name Instruction Expected Result Pass / Fail /

Step # Comment

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

2 Access App Open Output Parameter Determination The Output Parameter Determination screen displays.
(APOC_WD_BRF_DEC_TAB_MAINTAIN).

3 Show Rules Make the following entries: The transaction types for the service order or the service order quotation display.
● Show Rules for: Service Order Quotation or Service
Order
Note The following output types are relevant for in-house repair:
● Determination Step: Output Type
Repair Order
● REPAIR_ORDER_SUMMARY_EXT
● REPAIR_ORDER_SUMMARY_INT
Repair Quotation
● REPAIR_QUTAN_SUMMARY

4 Maintain Output If the output types have been added by the system, you need to configure
Types the following determination steps:

In-House Repair (3XK_PH)

Appendix PUBLIC 29
 Test Test Step Name Instruction Expected Result Pass / Fail /
Step # Comment

● Receiver
● Channel
● Printer Settings
● Email Settings
● Email Recipient
● Form Template
● Output Relevance

5 Maintain Delivery Make the following entries: The delivery channels are added for the output types REPAIR_QTAN_SUMMARY,
Channel (Optional) ● Determination Step: Channel REPAIR_ORDER_SUMMARY_EXT,, and REPAIR_ORDER_SUMMARY_INT.

Choose Edit.
For each output type, make the following entires:
● Channel: EMAIL (Email)
● Channel: PRINT (Printout)

6 Maintain Templates Make the following entries: Note SAP delivers the following templates for repair quotations and repair orders:
(Optional) ● Determination Step: Email Settings or Form Template ● CRMS4_REPAIR_QTAN_SUMMARY (Form Template for Fepair Quotations)
You can specify the template that you use for repair quotation documents. ● CRMS4_REPAIR_QTAN_EMAIL (Email Template for Repair Quotations)
● CRMS4_REPAIR_ORDER_SUMMARY_INT (Form Template for Repair Orders)
● CRMS4_REPAIR_ORDER_SUMMARY_EXT (Form Template for Repair Orders)
● CRMS4_REPAIR_ORDER_EMAIL_TMPL (Email Template for Repair Orders)

7 Maintain Output Rel- Make the following entries: The settings are maintained
evance (Optional) ● Determination Step: Output Relevance
For each output type, you configure the status that is relevant for the out-
put generation.
To add custom or missing condition columns, choose Edit.
Choose Table Settings > Insert Column .
Select the missing fields and choose OK.

8 Check and Activate Choose Check to verify that the settings are consistent. The output management has been configured according to your requirements.
Rules To activate the object for productive use, choose Activate.

Email and Form Templates

In-House Repair (3XK_PH)

Appendix PUBLIC 30
 Test Step Test Step Instruction Expected Result Pass / Fail / Com-
# Name ment

1 Log On Log on to the SAP Fiori launchpad as an Extensibility Specialist.

2 Access App Open Maintain Email Templates (F1306) or Maintain Form Templates The following Predelivered templates are available:
(F1434). Form Template
● CRMS4_REPAIR_QTAN_SUMMARY
● CRMS4_REPAIR_ORDER_SUMMARY_INT,
● CRMS4_REPAIR_ORDER_SUMMARY_EXT
Email Template
● CRMS4_REPAIR_QTAN_EMAIL
● CRMS4_REPAIR_ORDER_EMAIL_TMPL

Note You can make changes to the template with the Adobe LiveCycle De-
signer.

2.5.7 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, when criti-
cal deadlines are passed, or a KPI passes a threshold.

Prerequisite

If you want to use situation handling with In-House Repair, 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.

In-House Repair (3XK_PH)

Appendix PUBLIC 31
The following standard situation templates are defined and delivered by SAP for In-House Repair:
● SRVC_DELAY_IN_PRECHECK (Precheck of In-House Repair Delayed)
● SRVC_DELAY_IN_IHR_CONFIRMATION (In-House Repair Not Confirmed)
● SRVC_DELAY_IN_OBJECT_REPAIR (Object Repair Time Overdue)
● SRVC_DELAY_IN_IHR_PROCESSING (Processing of In-House Repair Overdue)
● SRVC_PENDING_REPAIRCONFIRMATION (Repair Confirmations Required)
For each situation template, a corresponding responsibility rule is defined in which the responsible person to be notified can be assigned.
For more information and situation template details (default settings, conditions, notification recipients), see Situation Templates in Service.

2.5.8 Configure Service Contract Management (Optional)

Purpose

Customer-specific price agreements can be defined and handled within service contracts. Service contract determination can be enabled for repair orders that are created with reference to a service
contract – in this case, the contract and price details determined from the service contract are considered.

Prerequisite

If you want to use, service contract management with In-House Repair, Service Contract Management (3MO) must be in scope. You must carry out the steps described in the Service Contract Man-
agement test script.

2.5.8.1 Specify Contract Determination for Transaction Types

Purpose

To display the applicable service contracts for in-house repair, you can use service contract determination.

Procedure

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

In-House Repair (3XK_PH)

Appendix PUBLIC 32
 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 Configura-
tion

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 Contract Management

5 Open Open Service Contract Management.

6 Select Configuration For the Specify Contract Determination Option for Trans. Types step, choose Configure. The Specify Contract Determination Option for T..: Change screen
Step displays

7 Specify Settings Specify the Contract Determination that should be used for repair transation types and The entry is saved.
choose Save.

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. The SAP Fiori launchpad is
displayed.

2 Access Config- In the Product-Specific Configuration phase, navigate to the Configuration Activities tab. To locate the activity in the tree view, search for the The configuration activity
uration following activity: Specify Contract Determination Option for Trans. Types. opens.
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 - Busi-
ness Process Configuration.

3 Specify Set- Specify the Contract Determination that should be used for repair transation types and choose Save. The entry is saved.
tings

In-House Repair (3XK_PH)

Appendix PUBLIC 33
3 Overview Table

This scope item consists of several process steps provided in the table below.

Note If your system administrator has enabled spaces and pages on the SAP Fiori launchpad, the homepage will only contain the essential apps for performing the typical tasks of a business
role.
You can find all other (searchable) apps not included on the homepage using the search bar (2434549).
If you want to personalize the homepage and include the hidden apps, navigate to your user profile and choose App Finder.

Process Step Business Role App/Transaction Expected Results

Receive Repair Objects (Optional) Returns and Refund Clerk Create Customer Return Without Ref-
erence – VA01 (VA01)
Manage Customer Returns (F1708)

Create In-House Repair and Add Repair Objects Customer Service Representa- In-house repair created and received repair objects (devices) have been en-
tive - In-House Repair tered.

Create In-House Repair Manage In-House Repairs (F4025)

Add or Remove Repair Objects Manage In-House Repairs (F4025)

Confirm In-House Repair Manage In-House Repairs (F4025)

Decide: Follow-Up Steps (Mass Decisions Processing) (Optional) Manage in-House Repairs

Perform Prechecks Customer Service Representa- The repair objects are checked, and repair orders and/or repair quotations
tive - In-House Repair (as follow-up action) have been created.

Perform Precheck and Decide Perform Prechecks (F4050)

Decide: Quotation (Option A) Perform Prechecks (F4050)

Create Repair Quotation, Fixed Price Repair Quotation, or Add to Perform Prechecks (F4050)
Existing Quotation Repair Quotation

Decide: Create Repair Order (Option B.1) or Create Fixed Price Re- Perform Prechecks (F4050)
pair Order (Option B.2)

Create Repair Order or Fixed Price Repair Order for Repair Object Perform Prechecks (F4050) Repair Or-
ders

In-House Repair (3XK_PH)

Appendix PUBLIC 34
 Process Step Business Role App/Transaction Expected Results

Enter Fixed Price fir Fixed Price Repair Order Perform Prechecks (F4050) Repair Or-
ders

Enter Items in Repair Order Perform Prechecks (F4050)

Repair Orders

Enter Fixed Price Items in Repair Order or Fixed Price Repair Or- Perform Prechecks (F4050)
der Repair Orders

Enter Time and Material Service Bundle in Repair Order (Optional) Perform Prechecks (F4050)
Repair Orders

Enter Fixed Price Service Bundle in Repair Order or in Fixed Price Perform Prechecks (F4050)
Repair Order (Optional) Repair Orders

Trigger Diagnosis Planning in Repair Order or Fixed Price Repair Perform Prechecks (F4050)
Order (Optional) Repair Orders

Trigger Repair Planning in Repair Order or Fixed Price Repair Or- Perform Prechecks (F4050)
der Repair Orders

Decide: Send the Repair Object Back to the Customer (Option C) Perform Prechecks

Decide: Returns Order (Option D) (Only Relevant if you are using Perform Prechecks (F4050)
Customer Returns)

Decide: Diagnosis: Follow-Up (Option E) (Optional) Perform Prechecks (F4050)

Decide: Mass Decisions (Optional) Perform Prechecks (F4050)

Process Repair Quotations or Fixed Price Repair Quotation (Op- Customer Service Manager - In- Process Repair Quotations (F4580)
tional) House Repair

Plan Repairs or Diagnosis Customer Service Manager - In- Repairs or Diagnoses are planned, and repair order has been released.
House Repair

Plan Repairs or Diagnoses Plan Repairs (F4152)

Change Repair Order or Fixed Price Repair Order (Optional) Plan Repairs (F4152)

Trigger Repair or Diagnosis for Set Repair Order or Fixed Price Re- Plan Repairs (F4152)

In-House Repair (3XK_PH)

Appendix PUBLIC 35
 Process Step Business Role App/Transaction Expected Results

pair Order

Procurement for Service Management (scope item 3NI) Warehouse Clerk Create Purchase Orders - Advanced A purchase requisition and purchase order are created, released, and com-
(ME21N) pleted for the required spare part.
My Inbox - All Items
Manage Purchase Orders (F0842)
Repair Orders
My Purchasing Document Items
(F0547B)
Post Goods Receipt (MIGO_GR)
Material Documents Overview
(F1077)
Create Supplier Invoice - Advanced
(MIRO)

Perform Repairs or Diagnoses Service Technician - In-House Repair object is ready for diagnosis or repair, and service technician knows
Repair what to do.
If the repair object is repaired, the performed services are released, con-
firmed, and completed.

Read Assigned Repair Order or Fixed Price Repair Order Perform Repairs (F4241)
Repair Orders

Create Repair Confirmations Perform Repairs (F4241)

Repair Confirmations

Cancel Repair Confirmation Perform Repairs (F4241)

Repair Confirmations

Prepare and Release for Billing Customer Service Representa- Prepare for Billing (F4263) Repair order (repair object) is completed.
tive - In-House Repair Fixed price repair order items or repair confirmation items are released for
billing and a billing document request is created.

Create Invoice (Optional) Billing Clerk A billing document (for example, invoices or credit memos) is created from
items in the billing due list.

Check Billing Document Request Details for released Fixed Price Manage Billing Document Requests
Repair Order and/or Repair Confirmation Items (F2960)

Create Billing Document (Invoice) Create Billing Documents (F0798)

In-House Repair (3XK_PH)

Appendix PUBLIC 36
 Process Step Business Role App/Transaction Expected Results

Check Billing Document Details Manage Billing Documents (F0797) An app to manage billing documents.

Return to Customer and Complete Repair Object (Optional) Customer Service Representa- Prepare for Billing (F4263) Repair objects are ready to be delivered to the customer.
tive - In-House Repair Post Goods Movement (MIGO)

Repair Templates (Optional) Customer Service Representa- Manage Service Order Templates
tive - In-House Repair (F5007)

In-House Repair (3XK_PH)

Appendix PUBLIC 37
4 Test Procedures

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

4.1 Receive Repair Objects (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

This section provides two feasible procedures to cover the repair object return scenarios:
● Post Goods Receipt (Option A)
● Customer Returns (Option B)

4.1.1 Post Goods Receipt (Option A)

Purpose

Before creating an in-house repair, the posting of the goods receipt can be executed. This step is optional.
As an inventory manager, you can post goods movement directly for repair objects arriving in your location.
Instead of using returns order and returns delivery with customer returns for posting goods receipts you can perform goods movement posting in thePost Goods Movement app.
Read more about the Post Goods Movement app in the SAP Fiori Apps Reference Library.

In-House Repair (3XK_PH)

Appendix PUBLIC 38
For more information, see the product assistance for Post Goods Movement on SAP help portal at: http://help.sap.com/s4hanacloud > Product Assistance (English) > Supply Chain > Inventory >
Post Goods Movement.

Note To run through this in-house repair scope item, the receipt goods need not be posted and available in stock.

4.1.2 Customer Returns (Option B)

Purpose

Before creating an in-house repair, the returns order can be created, and the posting of the goods receipt can be executed. The integration with customer returns adds the functionality for inbound and
outbound logistics to the in-house repair.

Note If you want to test a customer returns functionality with the In-House Repair scope item, you need to include the Customer Returns (BKP) scope item.

To use customer returns with In-House Repair, you need the SAP business roles SAP_BR_RECEIVING_SPECIALIST, SAP_BR_CUST_SRVC_REP_REPA, and SAP_BR_RETURNS_RE-
FUND_CLERK assigned to your test user.
For more information, see the product assistance for Claims, Returns, and Refund Management on SAP help portal at http://help.sap.com/s4hanacloud Product Assistance (English) > Sales >
Order and Contract Management > Claims, Returns, and Refund Management .

Procedure

This procedure provides a rough description to test the integration of customer returns (BKP) with In-House Repair in SAP S/4HANA Cloud.

Note Run the following steps that are described in the test script for the customer returns scope item.

Depending on the parallel processing progress of this customer returns, the availability at the repair center (under General Information) of the repair object can be:
● Not Tracked
A returns order has not been created for the repair object.
● Delivery to Repair Center Pending
The returns order has been created for the repair object, but the repair object has not yet arrived at the repair center. A material inspection has not yet been performed.
● Received by Repair Center

In-House Repair (3XK_PH)

Appendix PUBLIC 39
 The repair object has arrived at the repair center and the material inspection in the customer returns process has been performed. You can now start the diagnosis or the repair within the in-house
repair process.
An outbound delivery can be triggered to send the repair object back to the customer.
● Delivery to Repair Center Canceled
The in-house repair process has been denied for the repair object in the returns order.
● Sent Back by Repair Center
An outbound delivery has been triggered to send the repair object back to the customer.
1. Create a returns order (as a Returns and Refund Clerk):
In the Create Customer Return Without Reference – VA01 app, do the following:
1. Select the sales order type CBAR (Standard Return).
2. Under Follow-Up Activity, enter 0001 (Receive into Plant).
If the returned products are received, select the Material Received checkbox (option 1).
If the repair object has not yet received and you do not select this checkbox, the goods receipt is posted as part of the returns delivery processing (option 2).
3. Under More > Extras > Technical Object > Serial Number , enter the number for the returned product.
4. Enter the mandatory data:
• Return Reason, (for example Product defective)
• Under Refund Control, select Decide Later (Defer the refund determination to a later time. The customer return item is not refunded at this point.),
• On the Sales tab, under Order Reason, select Standard Return.

Note Make sure that the returned products are not valuated (no refund).

Then, choose Save.

The system creates a returns delivery for the customer return. For option 1, the material is picked and the goods receipt is posted.
2. Execute the picking (as a Shipping Specialist) (only relevant if you choose option 2 in step 1.b):
In the Manage Outbound Deliveries app, do the following:
For the returns delivery, choose Pick. Under Picking Quantity, enter the picking quantity for the repair object. If necessary, enter the Storage Location 171R. Then, choose Save.
3. Post the goods receipt (as a Shipping Specialist (only relevant if you choose option 2 in step 1.b)):
In the Manage Outbound Deliveries – VL06O app, do the following:
Choose the selection type for goods issue. Under Returns Delivery, select your returns delivery. Then, choose Post Goods Issue.
4. Perform the material inspection for the delivery (as a Receiving Specialist). In the Enter Inspection Result – From Warehouse app, do the following:
Under Inspection Result, enter your inspection code.
Depending on how you have created the returns delivery, choose one of the following options:
• Only relevant if you start the repair process in customer returns:
Enter 0026 (In-House Repair) under Follow-Up Activity.
• Only relevant if you start the repair process from in-house repair:

In-House Repair (3XK_PH)

Appendix PUBLIC 40
 Enter 0027 (Continue In-House Repair (Service) under Follow-Up Activity.
Then, choose Save and Confirm.
5. Display the returns overview (optional):
In the Manage Customer Returns app, do the following:
1. Select the Customer Return number and choose Display Customer Return (Standard Return).
2. Choose Returns Overview.
The Returns Overview for Returns Order view is displayed. The overview contains a list of connected returns steps and the related business documents. Select your returns delivery to
display the returns delivery in the Adv. Returns Delivery app.
6. Perform and complete process the in-house repair starting from test procedure Perform Prechecks [page ] 46 (as a Customer Service Representative - In-House Repair).
Skip the procedure Add or Remove Repair Objects [page ] 43. The in-house repair and the repair object have already been created by performing the material inspection in the returns process.
7. Return Objects to Customer (see the procedure Outbound Delivery (Optional) under Return Objects to Customer (Optional)).

4.2 Create In-House Repair and Add Repair Objects

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

You can use the Manage In-House Repair app to get an overview of existing in-house repairs and to create new in-house repairs. The app provides a detail view that contains the repair objects
(items) of an in-house repair along with an overview of the overall repair process for the corresponding in-house repair.

In-House Repair (3XK_PH)

Appendix PUBLIC 41
4.2.1 Create In-House Repair

Purpose

In this procedure, you create an in-house repair, and provide organizational and partner data and line items (repair objects).

Note The scope item exposes API functionalities to create, read, and update in-house repairs.
For more information, see product assistance for APIs for Service on SAP help portal at http://help.sap.com/s4hanacloud Product Assistance (English) > Service > APIs for Service .

Note If you have enabled the service contract determination, you get notified if one or more valid contracts exist while creating an in-house repair.
For more information, also see the configuration step Using Service Contract Management with In-House Repair.

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 Representative -

In-House Repair.

2 Access the App Open the Manage In-House Repairs app. The Manage In-House Repairs view is displayed that lists the in-house repairs.

3 Create In-House Repair Choose Create. The New In-House Repair view is displayed.

4 Enter Data for In-House In the New In-House Repair view, open the selection view for Sold-To
Repair Party, enter the following value and then choose Go:
Customer: 58100001
Select the row in the items list containing the Customer: 58100001 with
Sales Organization: 5810

5 Check Data for Organiza- Check if the following information is determined and entered: The data for the in-house repair is correct.
tional Sales Organization: 5810
Distribution Channel: 10 Note If you do not enter a Sales Organization for the in-house repair, the system au-
Division: 00 tomatically adds the sales organization of the sold-to party.

In-House Repair (3XK_PH)

Appendix PUBLIC 42
 Test Test Step Name Instruction Expected Result Pass / Fail /
Step # Comment

6 Enter an Employee Re- Enter the following: Note If you do not enter an Employee Responsible for the in-house repair, the sys-
sponsible (optional) Employee Responsible: <XXX> tem adds the current user.

7 Save In-House Repair Choose Create. The in-house repair is created and saved.

Note If you do not enter a Contact Person for the in-house repair, the system adds
the contact person (if any) of the sold-to party.

8 Check In-House Repair for If the system displays a message, you must correct the entries in the in- The relevant information has been entered.
Completeness house repair. Then, choose Save.
If no message occurs, the in-house repair is automatically saved.

9 Add/Remove Repair Ob- Continue with procedure in Add or Remove Repair Objects [page ] 43. Skip this step if the in-house repair is processed at a later by another person.
jects To close the Manage In-House Repair Details view, choose Back.

4.2.2 Add or Remove Repair Objects

Purpose

In this procedure, you add repair objects to the in-house repair. You enter the received objects to be repaired and check the object details in the system.

Note If you have enabled the service contract determination, you get a list of all service contracts that are applicable service contracts for the repair object.

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 Repre-

sentative - In-House Repair.

In-House Repair (3XK_PH)

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

2 Access the App Open the Manage In-House Repairs app. The Manage In-House Repairs view displays a list of in-house repairs.

3 Select In-House On the Manage In-House Repairs view, select the in-house repair The In-House Repair Details view of the selected in-house repair opens in display mode.
Repair that you have created in the previous procedure.

Note You can get an overview of the overall repair process with the process step overview under Re-
pair Objects.

4 Add Repair Ob- Under Repair Objects, you can add repair objects to the list. An additional row under Repair Objects is added.
jects Choose Add and enter the following information:
Equipment: Printer Professional IHR1911 Note Only equipment to which a product with a serial number is assgined is supported.
Select the equipment of the item line and then choose Add. By default, only equipment that is assigned to the sold-to party is displayed in the search help. You
can remove the filter Current Customer if you want to display other equipment.

5 Confirm In- Continue with thee procedure in Confirm In-House Repair [page ]
House Repair 44 (step 3).

4.2.3 Confirm In-House Repair

Purpose

In this procedure, you confirm the in-house repair and then create a repair order for each repair object.

Procedure

Test Test Step Name Instruction Expected Result Pass / Fail /

Step # Comment

1 Access the App Open the Manage In-House Repairs app. The Manage In-House Repairs view displays a list of in-house repairs.

2 Select the In-House Re- On the Manage In-House Repairs view, select the in-house repair, which you have created in The Manage In-House Repair Details view of the selected in-house re-
pair the procedure under Create In-House Repair [page ] 42. pair opens in display mode.
Choose Open.

In-House Repair (3XK_PH)

Appendix PUBLIC 44
 Test Test Step Name Instruction Expected Result Pass / Fail /
Step # Comment

3 Confirm Entries and In- To confirm the added repair objects, choose Confirm for the inhouse repair. The in-house repair is set to status In Process and the repair objects are
House Repair set to status Precheck: Decision Pending.
You cannot add further repair objects.

4 Return to SAP Fiori Choose Navigate to Home Page to return to the SAP Fiori launchpad. The SAP Fiori launchpad is displayed.
Launchpad

5 Perform Prechecks Continue with procedure in Perform Prechecks [page ] 46.

4.2.4 Decide the Follow-Up Steps (Mass Decisions Processing) (Optional)

Purpose

In this procedure, you can select multiple repair objects and trigger the following actions:
● Returns Order to manage the return of the repair objects by the customer.
● Create Repair Quotation or Create Fixed Price Repair Quotation.
● Create Repair Order or Create Fixed Price Repair Order to plan and perform the diagnosis or the repair.
● Create Outbound Delivery to send the repair object back to the customer (available if a returns order has been created and repair object is availble in repair center).
● Set Repair Object to Completed to finalize the in-house repair process for the repair object.

Procedure

Test Test Step Name Instruction Expected Result Pass / Fail /

Step # Comment

1 Select Repair Objects Under Repair Objects on the Manage In-House Repair Details view select The Decide button is available.
for Processing the checkbox for the items to be processed.
Note The Decide button is only active if at least one repair object is selected.

2 Display Decide Options Choose Decide on the repair objects list header. The Decide dialog box is displayed.
for Mass Decisions

In-House Repair (3XK_PH)

Appendix PUBLIC 45
 Test Test Step Name Instruction Expected Result Pass / Fail /
Step # Comment

3 Decide for the Next You can select one of the following actions: If the Create Returns Order action is executed, the returns order is created, and the repair
Steps (Mass Decision) ● Returns Order object availability changes to Delivery to Repair Center Pending status.

● Create Repair Quotation If the Create Outbound Delivery action is executed, the outbound delivery (return to cus-
tomer) is created and the repair object availability changes to Sent Back by Repair Center.
● Create Fixed Price Repair Quotation
If the Set Repair Object to Completed action is executed, the repair object status is changed
● Create Repair Order
to Completed.
● Create Fixed Price Repair Order
● Create Outbound Delivery
● Set Repair Object to Completed

Note If multiple repair objects are selected, the Decide dialog box con-
tains a list of actions that can be performed for the selected repair ob-
jects.
The Create Outbound Delivery action is available if the repair object
availability is set to Received by Repair Center status.

4 Perform Prechecks Continue with procedure in Perform Prechecks [page ] 46 (depending on

your decision).

4.3 Perform Prechecks

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 procedure, you check the repair objects that have been sent back by the customer and define the follow-up step for each repair object.

In-House Repair (3XK_PH)

Appendix PUBLIC 46
You use the Perform Precheck app to document a (technical) precheck of the repair objects. As a result of the precheck, you need to decide whether the repair object is marked for diagnosis or repair,
whether a repair quotation is required, or whether the repair object is sent back to the customer.
Repairs and diagnoses are billed to the customers based on the labor and material that are required to provide a service. For fixed price repairs and diagnosis, you have agreed a fixed price with your
customer. Both types of repair orders (time & material or fixed price) use repair confirmations to record the actual consumption of labor and materials.

Note If you have enabled service contract determination and the system has determined a valid service contract while creating a repair quotation or a repair order, it automatically copies the ser-
vice contract data to the repair quotation or repair order, or you are prompted to select a service contract item from a list if more than one service contract item has been determined.

For more information, see the product assistance for Service Contract Management on SAP help portal at http://help.sap.com/s4hanacloud under Product Assistance (English) > Service > Service
Contract Management.

4.3.1 Perform Precheck and Decide the Follow-Up Steps

Procedure

Test Test Step Name Instruction Expected Result Pass /

Step # Fail /
Comment

1 Log On Log on to the SAP Fiori launchpad as a Customer Service Representative - In-House Repair.

2 Access the App Open the Perform Prechecks app. The Perform Prechecks view is displayed.

3 Search for Repair Use the search or the filter functions to search for specific repair objects. Then, choose Go. The repair objects are displayed in the result list according to your search or
Object to be your filter criteria.
Checked

4 Display Details for To display the details of a repair object, choose the table row containing the repair object or the The Perform Precheck Details view of the selected repair object is dis-
Repair Object equipment. played. In this mode, you cannot change any data.
The following information is displayed for the repair object:
● Customer Warranty End
● Vendor Warranty End
● Equipment
● Product
● Serial Number
● Customer (Sold-To Party, Ship-To Party, Contact Person)

In-House Repair (3XK_PH)

Appendix PUBLIC 47
 Test Test Step Name Instruction Expected Result Pass /
Step # Fail /
Comment

● The repair object is in status Precheck: Decision Pending. Note If you have enabled the service contract determination and your
sold-to-party is associated with one or more service contracts, a list of all
applicable contract items is displayed.
If you have maintained the warranty end date for the equipment, an icon
indicates whether the creation date of the in-house repair is within the
warranty period of the related equipment.
For more information, see the preliminary steps Create and Maintain
Technical Objects.

5 Decide Continue with the procedure in: Decide: Create Repair Order (Option B.1) or Create Fixed Price The system proposes the options how to proceed the repair object.
Repair Order (Option B.2) [page ] 50 or Decide: Send the Repair Object Back to the Customer The repair objects are set to status Precheck: Order or Quotation (depending
(Option C) [page ] 58 or Decide: Quotation (Option A) [page ] 48. on your decision).

4.3.2 Decide: Quotation (Option A)

Purpose

You use repair quotations to provide offers with fixed conditions made to a customer for the performance of repairs.
A Customer Service Manager - In-House Repair uses repair quotations to provide cost estimates before placing a repair order. Both repair order types, resource-related and fixed price cost estimates,
have been assigned a validity period. The validity period of the repair quotation can be changed by the Customer Service Manager - In-House Repair with an option to carry out repricing as per the
new validity.
When you choose Quotation, you get additional options to create a repair quotation for the repair object or to add the repair object to an existing repair quotation.
After finalizing the repair quotation that contains the required services and the quoted price, the Customer Service Manager - In-House Repair can print or generate the repair quotation as a PDF,
then attach it to an email that is sent to the customer.
When the repair quotation has been accepted by the customer, the system creates a repair order or a fixed price repair order as a follow-up transaction.

In-House Repair (3XK_PH)

Appendix PUBLIC 48
4.3.2.1 Create Repair Quotation (Option A.1) or Fixed Price Repair Quotation (Option A.2), or Add to Existing
Quotation (Option A.3)

Procedure

Test Test Step Name Instruction Expected Result Pass / Fail /

Step # Comment

1 Decide for a Quotation Under Decide, choose Quotation. The repair object (equipment) is set to status Precheck:
Quotation.

2(a) Create Repair Quotation or Create Fixed Choose one of the following options: A repair quotation for a repair object is created.
Price Repair Quotation ● Repair Quotation The options under Decide are not displayed anymore.
● Fixed Price Repair Quotation

2(b) Add to an Existing Quotation Choose Add to Repair Quotation ‚<Description>' The repair object is added to an existing repair quotation
that contains multiple repair objects.
The options under Decide are not displayed anymore.

2 Check Transaction History Go to the transaction history. The repair quotation appears in the transaction history for
the repair object under Perform Repair.
The repair quotation is in status Open.

3 Display Repair Quotation or Fixed Price To display the repair quotation or the fixed price repair quotation, choose the repair quo- The Repair Quotation detail view of the repair quotation is
Repair Quotation tation in the transaction history. displayed.

4 Change or Update Repair Quotation or Continue with the procedure in Change or Update Repair Quotation or Fixed Price Re-
Fixed Price Repair Quotation pair Quotation [page ] 64.

5 Process Repair Quotation or Fixed Price Continue with the procedure in Process Repair Quotations or Fixed Price Repair Quota-
Repair Quotation tions [page ] 62 to take further actions on repair quotations.

In-House Repair (3XK_PH)

Appendix PUBLIC 49
4.3.3 Decide: Create Repair Order (Option B.1) or Create Fixed Price Repair Order (Option B.2)

Purpose

When you decide to start the repair or perform a diagnosis to estimate the repair effort, you can choose Create Repair Order or Create Fixed Price Repair Order.
If you choose Create Repair Order, the system creates a repair order for the repair object to document the actual, resource-related consumption. So, you can bill the repair confirmation items to your
customer based on the consumption of time and material.
If you choose Create Fixed Price Repair Order, the system creates a repair order with a fixed price that has been agreed with the customer. You can bill the repair order items to your customer based
on the agreed fixed price when the repair order has been set to Completed.
Optionally, you can use service bundles to offer customers service products, service parts, and expense items as a "package".
The following service bundle scenarios are supported:
● Repair order with time and material service bundle that can contain time and material or fixed price subitems.
● Repair order with fixed price bundle and fixed price partial billing bundle. These bundles can contain fixed price subitems.
● Fixed price repair order with fixed price bundle that can contain fixed-price subitems.

4.3.3.1 Create Repair Order or Fixed Price Repair Order for Repair Object

Procedure

Test Test Step Name Instruction Expected Result Pass / Fail /

Step # Comment

1 Start Repair or Start Fixed Price Repair Under Decide, choose one of the following options: The repair order or the fixed price repair order is created as a follow-up transac-
● Create Repair Order tion for the repair object.

● Create Fixed Price Repair Order The repair order appears in the transaction history for the repair object under
Perform Repair.

2 Check Transaction History Go to the transaction history. The repair order appears in the transaction history under Perform Repair.
The repair order is in status Open.

3 Display Repair Order or Fixed Price Repair To display the repair order or the fixed price repair order, choose The Repair Orders detail view of the repair order is displayed.
Order the repair order in the transaction history.

4 Check Status of Repair Order or Fixed Price On the Repair Orders Details view, check the status of the repair The repair order is in status Open.
Repair Order order.

In-House Repair (3XK_PH)

Appendix PUBLIC 50
 Test Test Step Name Instruction Expected Result Pass / Fail /
Step # Comment

5 Enter Fixed Price for Fixed Price Repair Or- Continue with the procedure in Enter Fixed Price for Fixed Price
der (Only Relevant for Fixed Price Repair Repair Order [page ] 51.
Order)

6 Enter Items in Repair Order or Fixed Price Continue with the procedure in Enter Items in Repair Order Note Depending on the current business process, this step can also be pro-
Repair Order [page ] 52. cessed by the user that has created the repair order or the fixed price repair
order.
Skip this step if the repair order or the fixed price repair order items are pro-
cessed later, or by another user.

7 Enter Fixed Price Items in Repair Order or Continue with the procedure in Enter Fixed Price Items in Repair
Fixed Price Repair Order (Optional) Order or Fixed Price Repair Order [page ] 53.

8 Enter Time and Material Service Bundle in Continue with the procedure in Enter Time and Material Service
Repair Order Bundle in Repair Order (Optional) [page ] 54.

9 Enter Fixed Price Service Bundle in Repair Continue with the procedure in Enter Fixed Price Service Bundle
Order or Fixed Price Repair Order in Repair Order or in Fixed Price Repair Order (Optional) [page ]
56.

10 Trigger Diagnosis Planning for Repair Order Continue with the procedure in Trigger Diagnosis Planning in Re- The repair object status changes to Diagnosis: Plan.
or Fixed Price Repair Order (Optional) pair Order or Fixed Price Repair Order (Optional) [page ] 57.

11 Trigger Repair Planning for Repair Order or Continue with the procedure in Trigger Diagnosis Planning in Re- The repair object status changes to Repair: Plan.
Fixed Price Repair Order pair Order or Fixed Price Repair Order (Optional) [page ] 57.

4.3.3.2 Enter Fixed Price for Fixed Price Repair Order

Procedure

Test Test Step Name Instruction Expected Result Pass / Fail /

Step # Comment

1 Open Fixed Price Re- Choose Edit. The fixed price repair order is displayed in edit mode.
pair Order in Edit

In-House Repair (3XK_PH)

Appendix PUBLIC 51
 Test Test Step Name Instruction Expected Result Pass / Fail /
Step # Comment

Mode Note Make sure that you have entered at least one item as
described under Enter Items in Repair Order [page ] 52.

2 Maintain Fixed Price Enter the Price Details for the fixed price repair order. A fixed price has been entered for the fixed price repair order.
under Price Details Under Price Details, choose Add to insert a price element:
● Under Price Element, select Manual Doc. Amount Note The total price for the repair is based on the fixed price entered. Prices that have been defined for
(Price Element ID = PMV0) the product that have been added under items are automatically adapted to reflect the total price propor-
● Enter a Price value for the price element, for example, tionally.
600 PHP. This total price of the repair order is relevant for billing. Therefore, repair confirmations are not consid-
ered in the billing process.

3 Save Fixed Price Re- To save the fixed price repair order, choose Save. The fixed price repair order has been saved.
pair Order

4.3.3.3 Enter Items in Repair Order

Procedure

Test Test Step Name Instruction Expected Result Pass / Fail /

Step # Comment

1 Open Repair Order or Choose Edit. The repair order or the fixed price repair order is displayed in edit mode.
Fixed Price Repair Order
in Edit Mode

2 Edit Repair Order or Fixed Edit the following items in the repair order or the fixed price repair order: The repair order items have been added.
Price Repair Order Product ID: for example, SRV_01, SRV_02, SRV_03, SRV_04, or SRV_05
Quantity: for example, 1 Note Depending on the product that you have added under Items, the repair order
Unit: for example, HR, or EA triggers the workflow for purchase requisition and purchase order creation when
repair order is set to status In Process.
Item Category: for example, Service Item (SRVP)
For more information, see the scope item 3NI and see Master Data for more details.

Note When a repair order has been created or a repair order item has been

In-House Repair (3XK_PH)

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

added, a Requested Start Date and a Requested End Date for the repair Caution If the valuation price for the used spare parts is not entered in the system,
process are entered automatically. the following message appears: "Item ##. Error while reading the valuation price
Additional Planned Start and Planned End Dates can be entered in the re- for ...".
pair order item to capture the deviation based on service personnel avail- In this case, add the price condition type PMP0 to define a valuation price for the
ability for Dispatching. service part item (see also the preliminary steps for Scope Item 3D2 - Service Man-
agement).

3 Add Product from Product Under Items, choose Product Proposal. The product or equipment BOM items that are relevant to manage the repair have been
Proposal (Optional) added.
Note The Product Proposal button is only displayed if the repair order is in
edit mode. Note The product proposal contains the relevant service parts and the bill of mate-
rials (BOM) items that have been defined for the equipment.
In the Product Proposal dialog box, select the items to be added.
Use Choose to add the selected items. For more information, see configuration steps Settings for Product Proposal.

4 Save Repair Order To save the repair order, choose Save. The repair order is saved.

4.3.3.4 Enter Fixed Price Items in Repair Order or Fixed Price Repair Order

Procedure

Test Test Step Name Instruction Expected Result Pass / Fail /

Step # Comment

1 Open Repair Order or Fixed Choose Edit. The repair order or the fixed price repair order is displayed in edit mode.
Price Repair Order in Edit
Mode

2 Add Fixed Price Item (Op- Add the following items to the repair order: The repair order items have been added.
tional) Product ID: for example, SRV_01
Quantity: for example, 1 Note You can define the date profiles for each transaction type in your con-
Unit: for example, HR figuration environment.
Item Category: SrvItm (FxPrc)(Service Item Fixed Price). For more information, see the product assistance for Date Management in
Service on SAP help portal.
In the item details, choose Price Details.

In-House Repair (3XK_PH)

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

Choose Add.
Under Price Element, select Manual Itm Amount PMV1. Caution If the valuation price for the used spare parts is not entered in the
system, the following message appears: "Item ##. Error while reading the
valuation price for ...".
Note When a repair order has been created or a repair order item has been added,
a Requested Start Date and a Requested End Date for the repair process are en- In this case, add the price condition type PMP0 to define a valuation price
tered automatically. for the service part item (see also the preliminary steps for Scope Item 3D2
- Service Management).
Additional Planned Start and Planned End Dates can be entered in the repair or-
der item to capture the deviation based on service personnel availability for Dis-
patching.

3 Add Product from Product Under Items, choose Product Proposal. The product or equipment BOM items that are relevant to manage the repair
Proposal (Optional) have been added.
Note The Product Proposal button is only displayed if the repair order is in edit
mode. Note The product proposal contains the relevant service parts and the bill of
materials (BOM) items that have been defined for the equipment.
In the Product Proposal dialog box, select the items to be added.
Use Choose to add the selected items. For more information, see configuration steps Settings for Product Proposal.

4 Save Repair Order To save the repair order, choose Save. The repair order is saved.

4.3.3.5 Enter Time and Material Service Bundle in Repair Order (Optional)

Procedure

Test Test Step Name Instruction Expected Result Pass / Fail /

Step # Comment

1 Open Repair Order or Fixed Price Choose Edit. The repair order or the fixed price repair
Repair Order in Edit Mode order is displayed in edit mode.

2 Add Time and Material Service Add a service bundle as a main item:
Bundle Product: <SRV_BUNDLE_02>
Quantity: for example, 1
Unit: for example, EA

In-House Repair (3XK_PH)

Appendix PUBLIC 54
 Test Test Step Name Instruction Expected Result Pass / Fail /
Step # Comment

Choose Save and Edit.

Note If the service team concept has been enabled for the standard price repair order (RPO1), a popup window
might appear and ask you to choose a service team. Select your service team <Service Team US>.

3 Maintain sub items under the ser- Add a service bundle as a main item:
vice bundle item Product: <SRV_01>
Higher-Level Item: <Item No. of the service bundle, for example, 10>
Quantity: for example, 1
Unit: for example, HR
Choose Enter.
Add an expense item as sub item of the service bundle:
Product: <SRV_02>
Higher-Level Item: <Item No. of the service bundle, for example, 10>
Quantity: for example, 1
Unit: for example, EA
Choose Enter.
Add a fixed price item as sub item of the service bundle:
Product: <SRV_01>
Higher-Level Item: <Item No. of the service bundle, for example, 10>
Quantity: for example, 1
Unit: for example, HR
Item Category: SrvItem (FxPrc).

Note This step turn’s this sub item category into a fixed price item.

Choose Enter.
Choose Save.

4 Save Repair Order To save the repair order, choose Save. The repair order is saved.

In-House Repair (3XK_PH)

Appendix PUBLIC 55
4.3.3.6 Enter Fixed Price Service Bundle in Repair Order or in Fixed Price Repair Order (Optional)

Procedure

Test Test Step Name Instruction Expected Result Pass / Fail /

Step # Comment

1 Open Repair Order or Fixed Choose Edit. The repair order or the fixed price repair or-
Price Repair Order in Edit der is displayed in edit mode.
Mode

2 Add Time and Material Service Add a service bundle as a main item:
Bundle Product: <SRV_BUNDLE_01>
Quantity: for example, 1
Unit: for example, EA
Choose Save and Edit.

Note If the service team concept has been enabled for the standard price repair order (RPO1), a popup window
might appear and ask you to choose a service team. Select your service team <Service Team US>.

3 Maintain sub items under the Add a service bundle as a main item: A repair order with a fixed price service bun-
service bundle item Product: <SRV_01> dle including sub items has been created.

Higher-Level Item: <Item No. of the service bundle, for example, 10>
Quantity: for example, 1
Unit: for example, HR
Choose Enter.
Add an expense item as sub item of the service bundle:
Product: <SRV_02>
Higher-Level Item: <Item No. of the service bundle, for example, 10>
Quantity: for example, 1
Unit: for example, EA
Choose Enter.
Choose Save.

Note By default, the item category for a fixed price service bundle is ‘Service Bundle (FP)’ (SVB4). This
means that you can only bill the service bundle upon completion.
If you want to use partial billing for a service bundle, you must use the item category ‘SrvcBndl (FPrc/
PBll)’(SVB6).

In-House Repair (3XK_PH)

Appendix PUBLIC 56
 Test Test Step Name Instruction Expected Result Pass / Fail /
Step # Comment

4 Save Repair Order To save the repair order, choose Save. The repair order is saved.

4.3.3.7 Trigger Diagnosis Planning in Repair Order or Fixed Price Repair Order (Optional)

Purpose

In this procedure you change the status of the repair object to Plan: Diagnosis and the repair object appears in the Plan Repairs app. You can continue to plan the diagnosis of the repair object in the
planning step of the in-house repair process (see Plan Diagnoses [page ] 70).

Procedure

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

1 Open Repair Order or Fixed Price Repair Order Open the repair order or the fixed price repair order. Then, The repair order is displayed in edit mode.
in Edit Mode choose Edit.

2 Hand over the repair order for diagnosis plan- Choose Actions on the Repair Orders screen.
ning. Select Trigger Diagnosis Planning in the list of actions.

3 Save Repair Order or Fixed Price Repair Order To save the repair order, choose Save. The repair order is set to status In Process. The repair object appears in the
Plan Repairs app.

4 Close Repair Order or Fixed Price Repair Order Choose Back to return to the Perform Precheck Details
view.

5 Check Status of Repair Object On the Perform Precheck Details view, check the repair The status of the repair object (equipment) has changed to Diagnosis: Plan.
object status. You can now start to plan the diagnosis: in the repair order.

6 Close Details of App To close the Perform Precheck Details view, choose Back.

7 Plan the Diagnosis Continue with procedure in Plan Diagnoses [page ] 70.

In-House Repair (3XK_PH)

Appendix PUBLIC 57
4.3.3.8 Trigger Repair Planning in Repair Order or Fixed Price Repair Order

Purpose

The status of the repair object has changed to Plan: Repair and the repair object appears in the Plan Repairs app. You can continue to plan the repair of the object in the planning step of the in-house
repair process (see Plan Repairs [page ] 74).

Procedure

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

1 Open Repair Order or Fixed Price Repair Order Open the repair order or the fixed price repair order. Then The repair order is displayed in edit mode.
in Edit Mode choose Edit.

2 Hand over the repair order for repair planning Choose Actions on the Repair Orders view.
Select Trigger Repair Planning in the list of actions.

3 Save Repair Order or Fixed Price Repair Order To save the repair order, choose Save. The repair order is set to status In Process. The repair object appears in the
Plan Repairs app.

4 Close Repair Order or Fixed Price Repair Order Choose Back to return to the Perform Precheck Details
view.

5 Check Status of Repair Object On the Perform Precheck Details view check the repair ob- The status of the repair object (equipment) has changed to Repair: Plan.
ject status. You can now start to plan the repair.

6 Close Detail view of Repair Object App To close the Perform Precheck Details view, choose Back.

7 Plan the Repair Continue with procedure in Plan Repairs [page ] 74.

4.3.4 Decide: Send the Repair Object Back to the Customer (Option C)
Finalize the in-house repair process for the repair object. You can create an outbound delivery (only available if a returns order has been created and the availability status of the repair object is set to
Received by Repair Center) to send the repair object back to the customer. Without a returns order you can finalize the in-house repair process with Set Repair Object to Completed.

In-House Repair (3XK_PH)

Appendix PUBLIC 58
Procedure

Test Test Step Instruction Expected Result Pass / Fail /

Step # Name Comment

1 Send Back to Under Decide, choose one of If you choose Set Repair Object to Completed the repair object is set to status Completed. Option Outbound Delivery is only available, if you are
Customer the following options: using customer returns. The system creates an outbound delivery (Return to Customer). The return order appears in the transaction history for the
● Set Repair Object to Com- repair object.
pleted
● Outbound Delivery

2 Close Details To close the Perform Precheck

of App Details view, choose Back.

4.3.5 Decide: Returns Order (Option D) (Only Relevant If You Are Using Customer Returns)

Purpose

Create a returns order to manage the return of the repair object by the customer.

Procedure

Test Test Step Name Instruction Expected Result Pass / Fail /

Step # Comment

1 Decide to Create a Re- Under Decide, choose Create Returns Order. A repair order or a repair quotation has not been created for the repair object.
turns Order The action Create Returns Order under Decide is not displayed anymore.

2 Go to Transaction His- Go to the transaction history. The returns order appears in the transaction history for the repair object.
tory

3 Display Returns Order To display the returns order, select the returns order in the transaction history and The Display Standard Return overview of the standard return is displayed.
choose Display Customer Return.

In-House Repair (3XK_PH)

Appendix PUBLIC 59
 Test Test Step Name Instruction Expected Result Pass / Fail /
Step # Comment

4 Process Returns Order Run the steps that are described under Customer Returns (Option B) [page ] 39 Under Availability (under General Information) the progress of the customer re-
(Optional) under Receive Repair Objects (Optional). turns is displayed for the repair object.

5 Close Details of App To close the Display Standard Return view, choose Back. The Perform Precheck Details view is displayed.

6 Decide Continue with the procedure Perform Prechecks and define the next step. A repair order, a fixed price repair order, or a repair quotation is created as a fol-
low-up transaction for the repair object.

4.3.6 Decide: Diagnosis: Follow-Up (Option E) (Optional)

Purpose

Create a follow-up that bases on the diagnosis result to submit a repair quotation to the customer or to prepare the repair order to plan the repair.

Procedure

Test Test Step Name Instruction Expected Result Pass /

Step # Fail / Com-
ment

1 Decide on for the Next Under Decide, choose one of the following options: If you choose Trigger Repair Planning, the repair object status changes to Repair: Plan and it appears in the
Steps ● Trigger Repair Planning Plan Repairs app.

● Create Repair Quotation If you choose Create Repair Quotation, the repair object changes to Quotation.

● Set Repair Order to Completed If you have decided for Set Repair Order to Completed, the repair order changes to Completed and you can
trigger the activities to finalize the repair object (for example, Set Repair Object to Completed or create an
● Outbound Delivery
outbound delivery to send the repair object back to the customer).
If you choose for Outbound Delivery, an outbound delivery (return to customer) for the repair object is cre-
ated.

2 Close Details of App To close the Perform Precheck Details view, choose Back. Continue with the in-house repair process.

3 Process Repair Quota- Continue with procedure in Process Repair Quotations or If you choose Create Repair Quotation, the repair object status changes to Quotation.
tion or Fixed Price Re- Fixed Price Repair Quotations [page ] 62 to take further
pair Quotation actions on repair quotation.

In-House Repair (3XK_PH)

Appendix PUBLIC 60
 Test Test Step Name Instruction Expected Result Pass /
Step # Fail / Com-
ment

4 Plan the Repair Continue with procedure in Plan Repairs [page ] 74. You choose Trigger Repair Planning.

5 Finalize the In-House Continue with the procedure in Decide: Send the Repair You choose Set Repair Order to Completed or Outbound Delivery (an outbound delivery for the repair object
Repair Object Back to the Customer (Option C) [page ] 58. is created).

4.3.7 Decide: Mass Decisions (Optional)

Purpose

In this procedure, you can select multiple repair objects and trigger the following actions:
● Returns Order to manage the return of the repair objects by the customer.
● Create Repair Quotation or Create Fixed Price Repair Quotation.
● Create Repair Order or Create Fixed Price Repair Order to plan and perform the diagnosis or the repair.
● Create Outbound Delivery to send the repair objects back to the customer (available if a returns order has been created and repair object is availble in repair center).
● Set Repair Object to Completed to finalize the in-house repair process for the repair object.

Procedure

Test Test Step Name Instruction Expected Result Pass / Fail /

Step # Comment

1 Select Repair Objects for Select the checkbox for the repair objects to be processed in the Per- The Decide button is available.
Processing form Prechecks view.

Note The Decide button is only active if at least one repair object is selected, or all se-
lected repair objects are related to the same in-house repair.

2 Display Decide Options for Choose Decide on the list header. The Decide dialogbox is displayed.
Mass Decision Processing

3 Decide for the Next Steps You can select one of the following actions: If the Create Returns Order action is executed, the returns order is created and the availability
(Mass Decision Processing) of the selected repair objects changes to Delivery to Repair Center Pending.

In-House Repair (3XK_PH)

Appendix PUBLIC 61
 Test Test Step Name Instruction Expected Result Pass / Fail /
Step # Comment

● Returns Order If the Create Outbound Delivery action is executed, the outbound delivery (return to cus-
● Create Repair Quotation tomer) is created and the availability of the selected repair objects changes to Sent Back by
Repair Center.
● Create Fixed Price Repair Quotation
If the Set Repair Object to Completed action is executed, the status of the selected repair ob-
● Create Repair Order
jects changes to Completed.
● Create Fixed Price Repair Order
The repair objects with the status Completed disappear from the result list.
● Create Outbound Delivery
● Set Repair Object to Completed

Note If multiple repair objects are selected, the Decide dialogbox

contains all actions that can be performed for all selected repair
objects.
The Create Outbound Delivery action is displayed if the repair ob-
ject has the availability Received by Repair Center.

4 Perform Prechecks Continue with procedure under Perform Prechecks [page ] 46 (de-
pending on your decision).

4.4 Process Repair Quotations or Fixed Price Repair Quotations

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-House Repair (3XK_PH)

Appendix PUBLIC 62
4.4.1 Process Repair Quotation or Fixed Price Repair Quotation

Purpose

You can use the Process Repair Quotations app to get an overview of the repair quotations that have been created for the repair objects and to access the repair quotations.
In the repair quotation, you can adjust the estimated price, items, quantity, and the timelines according to the customers' requirements, send the repair quotation to the customer and accept or reject
the repair quotation.

Procedure

Test Test Step Name Instruction Expected Result Pass /

Step # Fail /
Comment

1 Log On Log on to the SAP Fiori launchpad as a Customer Service Representative - In-House Repair.

2 Access the App Open the Process Repair Quotations app. The Process Repair Quotations view
contains the repair objects in Quota-
tion.

3 Search for Repair Objects to Use the search or the filter functions to search for specific repair objects. Then, choose Go. The repair quotations are displayed in
be Processed. the result list according to your search
or your filter criteria.

4 Select Repair Object for Pro- To display the details of a repair object, select the repair object. The Process Repair Quotations De-
cessing tails view the repair object is dis-
played.

5 Check Details of Repair Ob- On the Process Repair Quotations Details view, check the repair object (equipment) details,
ject

6 Manage/Maintain Repair Continue with the procedure in Send Repair Quotation or Fixed Price Repair Quotation to Customer [page ] 65, Change or The repair quotation or fixed price re-
Quotation or Fixed Price Re- Update Repair Quotation or Fixed Price Repair Quotation [page ] 64, Accept Repair Quotation or Fixed Price Repair Quota- pair quotation is processed according
pair Quotation tion (Option A) [page ] 67, Reject Repair Quotation or Fixed Price Repair Quotation (Option B) [page ] 69. to your needs.

7 Close Details of App To close the Process Repair Quotations Details view, choose Back. The Process Repair Quotations view
shows the list of repair objects.

In-House Repair (3XK_PH)

Appendix PUBLIC 63
4.4.2 Change or Update Repair Quotation or Fixed Price Repair Quotation

Purpose

The customer service manager (In-House Repair) can modify repair quotations and/or fixed price repair quotations by making changes to the existing repair quotations and set the status to Under Re-
view.

Procedure

Test Test Step Name Instruction Expected Result Pass /

Step Fail /
# Com-
ment

1 Process Repair Quotation See the procedure in Process Repair Quotation or Fixed Price Repair Quota- The Repair Quotation view of the repair quotation is displayed.
or Fixed Price Repair tion [page ] 63 (steps 1-5).
Quotation

2 Display Repair Quota- Select the repair quotation in the transaction history under Perform Repair. The Repair Quotation view of the repair quotation is displayed.
tion or Fixed Price Re-
pair Quotation

3 Open Repair Quotation To open the repair quotation in edit mode, choose Edit. Process this step, if additional items are required, if you want to change the items and the gen-
or Fixed Price Repair eral data.
Quotation in Edit Mode

4 Maintain Repair Quota- Check the relevant repair quotation items: Note When multiple address handling feature is active and a business partner has multiple
tion Items or Fixed Price ● Items (Service Products, Parts, Expense Items) addresses maintained in master data, the system enables you to select the relevant address
Repair Quotation items or contact. For more information, see the product assistance for SAP S/4HANA Cloud -
Enter the following items in the repair template (additional or if necessary
Multiple Address Handling in Customer Master Data on SAP help portal.
and required):
Product ID: for example, SRV_01, SRV_02, SRV_03, SRV_04, or
SRV_05
Quantity: for example, 1
Unit: for example, HR or EA.

Note In addition, you can choose between fixed price, time and mate-
rial, and service bundle use cases by selecting the respective product
and item category combinations.

In-House Repair (3XK_PH)

Appendix PUBLIC 64
 Test Test Step Name Instruction Expected Result Pass /
Step Fail /
# Com-
ment

For detailed examples, see chapter Create Repair Order or Fixed Price
Repair Order for Repair Object [page ] 50.

5 Maintain Fixed Price On the Price Details tab choose Add to insert a new Price Element: A fixed price has been defined for the fixed price repair quotation.
(Only Relevant for Fixed ● Select Price ElementManual Doc. Amount (Price Element ID =
Price Repair Quotation) PMV0)
● Enter a price value for this price element, for example 600PHP
Then, choose Save.

6 Check Service Team Check the Service Team under Organizational Data. The service team is determined based on the country/region and postal code of the sold-to party.
(Only Relevant if Service
Team is used)
Note You can also manually change the service team assigned to a repair quotation.
If the executing service employee belongs to two service teams or doesn't belong to any
service team, the system displays an error message.
For more information, see optional configuration steps Configure Service Teams [page ]
22.

7 Manage/Maintain Repair Continue with procedure in Send Repair Quotation or Fixed Price Repair The repair quotation is processed according to your needs.
Quotation or Fixed Price Quotation to Customer [page ] 65, Accept Repair Quotation or Fixed Price
Repair Quotation Repair Quotation (Option A) [page ] 67, Reject Repair Quotation or Fixed
Price Repair Quotation (Option B) [page ] 69. Note You can resend or accept repair quotations in status Under Review.

4.4.3 Send Repair Quotation or Fixed Price Repair Quotation to Customer

Purpose

The customer service manager (In-House Repair) can send the repair quotation to the customer by using the Send to Customer option in the repair quotation or fixed price repair quotation.

In-House Repair (3XK_PH)

Appendix PUBLIC 65
Procedure

Test Test Step Name Instruction Expected Result Pass / Fail /

Step # Comment

1 Process Repair Quotation See the procedure in Process Repair Quotation or Fixed Price Repair Quotation [page ] 63. The Repair Quotation view of the repair quotation is displayed.
or Fixed Price Repair Quo-
tation

2 Display Repair Quotation Select the repair quotation in the transaction history. The Repair Quotation detail view of the repair quotation is displayed.
or Fixed Price Repair Quo-
tation

3 Send Repair Quotation to Choose Send to Customer on the Repair Quotation view. The repair quotation is sent to the customer. The Status changes to
Customer Send to Customer.

Note You can only send a repair quotation to the customer, if the repair quotation is in dis-
play mode.

Caution You can only send repair quotations to the customer that do not contain any errors.
So, make sure to correct the data in the repair quotation.

4 Check Output Control Check the settings under Output Control. The Form Template column shows the customized form template that
Check that in the Form Template column, the configured template is maintained for the output is used for the repair quotation to be sent.
details items that are displayed on the view.

Note If there are no corresponding items check optional configura-

tion steps Configure Output Control & Output Management for
details.

5 Display Print Preview Display the repair quotation that is based on the form template: In the Display column, choose The repair quotation or fixed price repair quotation is displayed as
the Display Document icon that has been assigned PRINT in the Channel column. PDF file.

6 Check Email Details Display the details of the email that has been sent to the customer and that contains the repair The details contain the following: Email Address (To), CC Email Ad-
quotation: In the Output Details column, choose Output Details that has been assigned EMAIL dress, BCC Email Address,Email Template.
in the Channel column.

Note To change the recipient and channel check optional configu-

ration steps CONFIGURE OUTPUT CONTROL and OUTPUT
MANAGEMENT for details.
By default the email address of the respective sold-to party is used
as the receiver address.

7 Check Message Log (op- In the Log column, choose the Display Message Log icon to display the message log details. Important message details and further information is displayed.

In-House Repair (3XK_PH)

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

tional)

4.4.4 Accept Repair Quotation or Fixed Price Repair Quotation (Option A)

Purpose

The Customer Service Manager - In-House Repair accepts the repair quotation or the fixed price repair quotation. The system then creates a repair order or fixed price repair order for the repair ob-
ject (if a repair order has not been created for diagnosis). If you have already created a repair order (for example for the diagnosis) then only the status of the repair object is changed.

Procedure

Test Test Step Name Instruction Expected Result Pass / Fail /

Step # Comment

1 Process Repair Quotation or Fixed See the procedure in Process Repair Quotations or Fixed Price Repair Quota- The Repair Quotation view of the repair quotation is displayed.
Price Repair Quotation tions [page ] 62.

2 Display Repair Quotation or Fixed Select the repair quotation in the transaction history. The Repair Quotation view of the repair quotation is displayed.
Price Repair Quotation

3 Accept Repair Quotation or Fixed Choose Accept on the Repair Quotation view. The status of the repair quotation is set to Accepted.
Price Repair Quotation For quotations that contain a repair object, a repair order (resource-related
or fixed price) is created as follow-up transaction for the repair object.
Note If there is no repair order and the repair quotation is in status Ac-
cepted, the system automatically creates a new repair order in status Open. For quotations that contain multiple repair objects, you must decide which
follow-up transaction (repair order or fixed price repair order) is created for
The items of the repair quotation can be partially accepted and the total re- each repair object.
pair quotation amount is adjusted according to the total items accepted.

Note The repair quotations in status Accepted cannot be changed any-

more but only be rejected.

4 Check Output Control Under Output Control, check that in the Form Template column, the configured The Form Template column shows your customized form template.
template is maintained for the output details items that are displayed on the

In-House Repair (3XK_PH)

Appendix PUBLIC 67
 Test Test Step Name Instruction Expected Result Pass / Fail /
Step # Comment

view.

Note If there are no corresponding items, check optional configuration

steps under Configure Output Management [page ] 29.

5 Display Print Preview Display the repair quotation that is based on the form template. In the Display The repair quotation is displayed as PDF file.
column, choose the Display Document icon that has been assigned PRINT in the
Channel column.

6 Check Email Details Display the details of the email that has been sent to the customer and that con- The details contain the following:
tains the repair quotation. In the Output Details that has been assigned EMAIL ● Email Address (To)
in the Channel column.
● CC Email Address
● BCC Email Address
● Email Template

7 View Message Log (optional) In the Log column, choose the Display Message Log icon to display the mes- Important message details and further information is displayed.
sage log details.

8 Close Details of Repair Quotation To close the Repair Quotation Details and to return to the Process Repair Quota-
tion Details view, choose Back.

9 Check Status of Repair Object On the Process Repair Quotation Details view, check the status of the repair ob- The repair object (equipment) remains in status Quotation.
ject.

10 Add/Change Repair Order Items (op- Continue with the procedure in Enter Items in Repair Order [page ] 52.
tional)

11 Maintain Fixed Price (Only Relevant Continue with the procedure in Enter Fixed Price for Fixed Price Repair Order
for Fixed Price Repair Order) (op- [page ] 51.
tional)

12 Trigger Diagnosis Planning or Repair Continue with the procedure in Trigger Diagnosis Planning in Repair Order or Depending on your decision, the status of the repair object changes to one
Planning Fixed Price Repair Order (Optional) [page ] 57. of the following:
or ● Repair: Plan
Trigger Repair or Diagnosis ● Diagnosis: Plan
● Repair: Perform
● Diagnosis: Perform

In-House Repair (3XK_PH)

Appendix PUBLIC 68
4.4.5 Reject Repair Quotation or Fixed Price Repair Quotation (Option B)

Purpose

The service manager (In-House Repair) can reject the repair quotation or the fixed price repair quotation that are not matching customer expectations or that have expired.

Procedure

Test Test Step Name Instruction Expected Result Pass / Fail /

Step # Comment

1 Process Repair Quotation or Fixed Price See the procedure in Process Repair Quotations or Fixed Price Repair Quotations The Repair Quotation view of the repair quotation is displayed.
Repair Quotation [page ] 62.

2 Display Repair Quotation or Fixed Price Select the repair quotation in the transaction history. The Repair Quotation view of the repair quotation is displayed.
Repair Quotation

3 Reject Repair Quotation or Fixed Price Choose Reject on the Repair Quotation view. The status of the repair quotation changes to Rejected.
Repair Quotation The status of the repair object changes to Completed.

Note The repair quotation cannot be changed anymore.

If you are using accelerated customer returns, the system cre-
ates an outbound delivery.

4 Close Details of Repair Quotation To close the Repair Quotation Details view and to return to the Process Repair
Quotation Details view, choose Back.

5 Check Status of Repair Object On the Process Repair Quotation Details view, check the status of the repair ob- The repair object (equipment) changes to status Completed.
ject.

6 Close Details of App To close the Process Repair Quotation Details view, choose Back. The Process Repair Quotations view shows repair objects in sta-
tus Quotation.

7 Return to SAP Fiori Launchpad Choose Navigate to Home Page to return to the SAP Fiori launchpad. The SAP Fiori launchpad is displayed.

In-House Repair (3XK_PH)

Appendix PUBLIC 69
4.5 Plan Diagnoses

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 procedure, you plan the diagnosis of the repair object. You can use the Plan Repairs app to plan the diagnosis of the repair objects.

4.5.1 Plan Diagnosis

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 - In-
House Repair.

2 Access the App Open the Plan Repairs app. The Plan Repairs view appears and a list of repair objects to be
planned is displayed.

3 Search for Repair Objects to be Planned Use the search or the filter functions to search for specific repair objects. The repair objects are displayed in the result list according to your
Then, choose Go. search or your filter criteria.

4 Select Repair Object for Planning To display the details of a repair object to be planned, select the repair object The Plan Repair Details view with the planning relevant informa-
or the equipment. tion of the repair object is displayed

In-House Repair (3XK_PH)

Appendix PUBLIC 70
 Test Test Step Name Instruction Expected Result Pass / Fail /
Step # Comment

5 Check Details of Repair Object On the Plan Repair Details view, check the repair object (equipment) details.

6 Display Repair Order or Fixed Price Repair Select the repair order in the transaction history. The Repair Orders view of the repair order is displayed.
Order

7 Open Repair Order or Fixed Price Repair To open the repair order in edit mode, choose Edit.
Order in Edit Mode

8 Check and Adjust Planning Data Check the relevant repair order diagnosis planning data. All planning relevant details are entered.

9 Add/Change Repair Order or Fixed Price Enter the repair order items that are required for diagnosis. All diagnosis relevant items are entered.
Repair Order Items See also procedure in Change Repair Order or Fixed Price Repair Order
[page ] 77.

10 Save Repair Order or Fixed Price Repair To save the repair order, choose Save. The status of the repair order and the repair object remain unaf-
Order fected.

11 Trigger Diagnosis in Repair Order or Fixed Continue with the procedure in Trigger Diagnosis in Repair Order or Fixed The status of the repair object changes to Diagnosis: Perform.
Price Repair Order Price Repair Order (Optional) [page ] 71.

4.5.2 Trigger Diagnosis in Repair Order or Fixed Price Repair Order (Optional)

Purpose

In this step, the repair order or the fixed price repair order is released for diagnosis.
The status of the repair object changes to Perform: Diagnosis and the repair object appears in the Perform Repairs app.
You can continue to perform the diagnosis of the repair object and then create repair confirmations of the diagnosis in the repair order (see Perform Diagnoses [page ] 72).

In-House Repair (3XK_PH)

Appendix PUBLIC 71
Procedure

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

1 Open Repair Order or Fixed Price Repair Order To open the repair order in edit mode, choose Edit.
in Edit Mode

2 Trigger Diagnosis in Repair Order or Fixed Choose Actions on the Repair Orders view. Select Trigger Diagnosis from The repair object status changes to Diagnosis: Perform.
Price Repair Order the list of actions.

3 Close Details of Repair Order To close the Repair Order Details view and to return to the Plan Repair De-
tails view, choose Back.

4 Check Status of Repair Object On the Plan Repair Details view, check the status of the repair object. The repair object (equipment) is set to status Diagnosis: Per-
form.

5 Close Details of App To close the Plan Repair Details view, choose Back. The Plan Repairs view contains the repair objects in status
Diagnosis: Perform.

6 Perform Diagnosis Continue with the procedure in Perform Diagnosis [page ] 73.

4.6 Perform Diagnoses

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 procedure, you create repair confirmations for the diagnosis, provide actual consumption data and confirm the finalized diagnosis. You use the Perform Repairs app to document the diagnosis.

In-House Repair (3XK_PH)

Appendix PUBLIC 72
4.6.1 Perform Diagnosis

Procedure

Test Test Step Name Instruction Expected Result Pass / Fail /

Step # Comment

1 Log On Log on to the SAP Fiori launchpad as a Service Technician - In-House Repair.

2 Access the App Open the Perform Repairs app. The Perform Repairs view displays a list of objects for which the di-
agnosis can now be performed

3 Find/Filter Repair Object List Use the search or the filter functions to search for specific repair objects. Then, The repair objects are displayed in the result list according to your
choose Go. search or your filter criteria.

4 Select Repair Object for Diagnosis Con- To display the details of a repair object to be confirmed, select the repair object The Perform Repair Details view of the repair object is displayed.
firmation or the equipment.

5 Display Repair Order or Fixed Price Re- Select the repair order in the transaction history. The Repair Orders view opens in display mode. The service techni-
pair Order cian gets to necessary information to complete his task.

6 Create Confirmation for Diagnosis Choose Create Follow-Up in the repair order. Under Follow-Up - Select Items, The Repair Confirmation: New view is displayed.
select an item or (all) items
Then, select Choose.

7 Maintain Confirmation for Repair Order Under Parties Involved, enter an Exec. Service Employee, for example, Cus- A repair confirmation has been created. The repair confirmation
or Fixed Price Repair Order tomer Service Technician - In-House Repair. opens in edit mode.
Choose Save.

Note If you want to continue with the repair steps, do not select the Final Re-
pair Confirmation checkbox.

8 Trigger Follow-Up Actions for Diagno- Continue with the procedure in Trigger Follow-Up Actions for Diagnosis (Op-
sis tional) [page ] 74.

In-House Repair (3XK_PH)

Appendix PUBLIC 73
4.6.2 Trigger Follow-Up Actions for Diagnosis (Optional)

Purpose

As soon as you have performed the diagnosis, you change the status of the repair object to Diagnosis: Follow-Up and the repair object appears in the Perform Prechecks app. You can continue to de-
fine the follow-up step (see Perform Prechecks [page ] 46).

Procedure

Test Test Step Name Instruction Expected Result Pass / Fail /

Step # Comment

1 Open Repair Order or Fixed Price Repair To open the repair order in edit mode, choose Edit.
Order in Edit Mode

2 Trigger Follow-Up Actions for Diagnosis Choose Actions on the Repair Orders view. Select Trigger Follow-Up Actions for The repair object status changes to Diagnosis: Follow-Up.
Diagnosis from the list of actions.
Then, choose Save.

3 Close Details of Repair Order To close the Repair Order Details and to return to the Perform Repair Details
view, choose Back.

4 Check Status of Repair Object On the Perform Repair Details view, check the status of the repair object. The repair object (equipment) is set to status Diagnosis: Fol-
low-Up.

5 Close Details of App To close the Perform Repair Details view, choose Back. The Perform Repairs view contains the repair objects in sta-
tus Diagnosis: Follow-Up.

6 Perform Precheck Continue with the procedure in Decide: Diagnosis: Follow-Up (Option E) (Op-
tional) [page ] 60.

4.7 Plan Repairs

Test Administration

Customer project: Fill in the project-specific parts.

In-House Repair (3XK_PH)

Appendix PUBLIC 74
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 procedure, you plan the repairs based on the available resources and according to agreements with customers to ensure efficient and cost optimized operation.
You can use this app to plan the repair of the objects, for example, assign start and end dates and a processor who carries out the repair.
In this procedure, you can also select multiple repair objects and trigger the Create Returns Order action to manage the return of the repair objects by the customer.

4.7.1 Plan Repair

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 - In-House Re-
pairs.

2 Access the App Open the Plan Repairs app. The Plan Repairs view is displayed and a list of repair objects to be planned
appears.

3 Search for Repair Objects to be Use the search or the filter functions to search for specific repair objects. Then, The repair objects are displayed in the result list according to your search or
Planned choose Go. your filter criteria.

4 Trigger Mass Decision Process- Select the checkbox for the repair objects to be processed. Then, choose Decide on The returns order is created and the availability of the selected items is
ing for Returning (Optional) the list header. changed to Delivery to Repair Center Pending.
In the Decide dialog box, select the Create Returns Order action.

5 Select Repair Object for Planning To display the details of a repair object to be planned, select the repair object or the The Plan Repair Details view that contains the planning relevant informa-
equipment. tion for the repair object is displayed.

6 Check Details of Repair Object On the Plan Repair Details view, check the details of the repair object (equipment).

In-House Repair (3XK_PH)

Appendix PUBLIC 75
 Test Test Step Name Instruction Expected Result Pass / Fail /
Step # Comment

7 Display Repair Order or Fixed Select the repair order in the transaction history. The Repair Orders view of the repair order is displayed.
Price Repair Order

8 Open Repair Order or Fixed Price To open the repair order in edit mode, choose Edit.
Repair Order in Edit Mode

9 Check and Adjust Planning Data On the Repair Orders view, check the following: All planning relevant details are entered.
● Equipment ID
● Requested Start / Requested End
● Note
● Items (service products, parts, expense items)
Enter the following to complete the data:
● On the Repair Order Details tab:
Requested Start: <Date>
Requested End: <Date>
● On Parties Involved tab:
Exec. Service Employee: <…>

10 Check Service Team (Only Rele- On the Organizational Data tab, check the service team. The service team is determined based on the country/region and postal code
vant if Service Team is used) of the sold-to party.

Note You can also manually change the service team assigned to a repair
order.
If the executing service employee belongs to more than one service
teams or doesn't belong to any service team, the system displays an error
message.
For more information, see the configuration steps under Configure Ser-
vice Teams [page ] 22.

11 Check Repair for Completeness. If the system displays a message, correct the entries in the repair order. The data of the repair order have been updated. The planning has been fi-
If no message occurs, the repair order has been finalized. nalized.

12 Save Repair Order or Fixed Price To save the repair order, choose Save.
Repair Order

13 Add/Change Repair Order or Continue with the procedure in Change Repair Order or Fixed Price Repair Order All repairing relevant items are entered.
Fixed Price Repair Order Items [page ] 77 and enter the repair order items that are required for repairing.

In-House Repair (3XK_PH)

Appendix PUBLIC 76
4.7.2 Change Repair Order or Fixed Price Repair Order

Procedure

Test Test Step Name Instruction Expected Result Pass /

Step Fail /
# Comment

1 Check and Adjust Plan- On the Repair Orders view, check the following: All planning relevant details are entered.
ning Data ● Equipment ID
● Requested Start / Requested End
● Note

2 Open Repair Order or To open the repair order, choose Edit. Note Only necessary if additional items are required or items and general data needs to be maintained or
Fixed Price Repair Or- changed.
der in Edit Mode (Op-
tional)

3 Add Product in Product Under Items, choose Product Proposal. The product or equipment BOM items that are relevant to manage the repair have been added.
List from Product Pro-
posal (Optional) Note The Product Proposal button is only displayed Note The product proposal contains the relevant service parts and the bill of materials (BOM) items that have
if the repair order is in edit mode. been defined for the equipment.

In the Product Proposal dialog box, select the items to

be added.
Select Choose to add the selected items.

4 Maintain Repair Order Check the relevant repair order items: If a service part item is used and the delivery address differs from the standard plant, you can maintain an additional
items or Fixed Price Re- ● Items (Service Products, Parts, Expense Items) partner function Service Part Recipient in the item details.
pair Order items (Op-
Maintain the following items in the repair order (addi-
tional)
tionally or if necessary and required): Note By default, if a user other than the creator of the repair order adds an item to the repair order, the current
Product ID: e.g., SRV_01, SRV_02, SRV_03, user is automatically added as the employee responsible to the repair order item.
SRV_04, or SRV_05
Quantity: for example, 1
Note If you have activated the simulative ATP, check for SRV_05 in your configuration environment. you
Unit: for example, HR or EA. can check the availability and the quantity of the required stock item in the repair order. However, this infor-
mation will not be available once you save or release the repair order. Once the item and the order have been
set to Released, the reservation is created as per the quantity.
Note In addition, you can choose between fixed
price, time and material, and service bundle use
cases by selecting the respective product and item
category combinations.

In-House Repair (3XK_PH)

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

5 Check Profit Center for Under Items, you can check the profit center for each The profit center is determined automatically.
Item (optional) item.

Note The system determines a profit center for each repair order item of a repair order. The system first deter-
mines 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 repair order item.
For more information, see product assistance for Profit Center Determination on SAP help portal.

6 Check Service Team for Under Items, check the service team for each item. The service team is determined based on the country/region and postal code of the sold-to party and is copied from
Item (Only Relevant if the repair order to the items automatically.
Service Team is used)

Note You can also manually change the service team that has been assigned to a repair order item.
If the executing service employee belongs to more than one service teams or doesn't belong to any service team,
the system displays an error message.

7 Save Repair Order or To save the repair order, choose Save. The repair order is saved.
Fixed Price Repair Or-
der

8 Trigger Repair Continue with the procedure in Trigger Repair in Repair The status of the repair object changes to Repair: Perform.
Order or Fixed Price Repair Order [page ] 79.

4.7.3 Copy Repair Order Items from Repair Template or Copy Fixed Price Repair Items from Fixed Price Repair
Template (Alternative)

Purpose

You can also use a repair template to copy all or specific items from a repair template you have already created and released.
To create a repair template see procedure in Repair Templates (Optional).

In-House Repair (3XK_PH)

Appendix PUBLIC 78
Procedure

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

1 Change Repair Order or Fixed Price Repair Order See the procedure in Change Repair Order or Fixed Price Repair Or- The Repair Order view of the repair order is displayed in
der (steps 1–2). edit mode.

2 Copy Items from Repair Template or Fixed Price Re- Under Items, choose Copy from Template. All selected items are entered.
pair Template Use the search to search for specific Template Items.
Under Result List, select an item or (all) items.
Choose Close to insert the selected Items.

3 Save Repair Order or Fixed Price Repair Order Choose Save. The repair order is saved.

4 Change Repair Order or Fixed Price Repair Order See the procedure in Change Repair Order or Fixed Price Repair Or- The repair order is processed according to your needs.
der (steps 4 ff.).

4.7.4 Trigger Repair in Repair Order or Fixed Price Repair Order

Purpose

The status of the repair object changes to Perform: Diagnosis and the repair object appears in the Perform Repairs app. You can continue to perform the repair of the object and create repair confir-
mations for the repair order.
Repair confirmations that have been created as a follow-up to repair orders are used for controlling and billing the actual consumed labor and materials in the repair process.
Repair confirmations that have been created as a follow-up to fixed price repair orders are not used for billing. They are used for controlling only (for capturing actual costs). In this case, the fixed
price repair order is used as the basis for billing.
In the fixed price scenario however, billing does not rely on the confirmed items and quantities, but is based on the repair order.

Procedure

Test Test Step Name Instruction Expected Result Pass / Fail /

Step # Comment

1 Open Repair Order or Fixed Price Choose Edit. The repair order is displayed in edit mode.

In-House Repair (3XK_PH)

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

Repair Order in Edit Mode

2 Hand Over Repair Order to Service Choose Actions on the Repair Orders view. The repair object changes to Repair: Perform and appears in the worklist of the service techni-
Technician Select Trigger Repair in the list of actions. cian.

Then, choose Save. This status allows you to perform the repair.

Caution You can only release repair orders that do not contain errors. So, you must first cor-
rect the data in the repair order.

Note Releasing of repair order also releases all items.

An automatic purchase requisition (PR) is triggered depending on the product (Service Part
Item) used.
Refer to scope item 3NI and see Master Data [page ] 9 for more details.

Note
● Credit check: If you have enabled credit management for repair orders, the system
performs a credit check, and the credit status is updated.
● Stock Availability:
• Info (positive case): Material SRV_05 has ## service parts available in Plant
Std.
• Warning (negative case): Material SRV_05 does not have enough service
parts available in SRV_05 Plant.

3 Close Details of Repair Order To close the Repair Order Details and to return to the
Plan Repair Details view, choose Back.

4 Check Status of Repair Object On the Plan Repair Details view, check the status of the The repair object (equipment) is set to status Repair: Perform.
repair object.

5 Close Details of App To close the Plan Repair Details view, choose Back. The Plan Repairs view contains the repair objects in status Repair: Plan.

6 Perform Repair Continue with procedure in Perform Repairs [page ]

83.

In-House Repair (3XK_PH)

Appendix PUBLIC 80
4.8 Procurement for Service Management (3NI) (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

The Procurement for Service Management (3NI) scope item covers the integration of service management with procurement of non-stock materials and external workforce in SAP S/4HANA Cloud.

4.8.1 Procurement of Non-Stock Service Parts

Procedure

For the released service part, a purchase requisition is created.

For this activity, run the following steps from the Procurement for Service Management (3NI) to complete the procurement process for non-stock service parts:
● Check the purchase requisition (optional).
● Create purchase order against a purchase requisition, if a job to automatically create a purchase order has not been scheduled.
● Approve the purchase order (optional).
● Create a goods receipt for the material items.
For more information, see the product assistance on SAP help portal at http://help.sap.com/s4hanacloud under > Product Assistance (English) > Service > Service Order Management > Manage Ser-
vice Orders > Procurement Integration > Procurement of Non-Stock Service Parts .

4.8.2 Pick Service Parts from Stock (Reservation)

When a repair order with a stock service part is released, the service part from the warehouse is reserved automatically and the dependent reservation is generated by the SAP system.

In-House Repair (3XK_PH)

Appendix PUBLIC 81
You cannot manually process dependent reservations.
In the Manage Reservations Items app, you can search and display details of existing reservation items.
For more information, see the product assistance for Reservations on SAP help portal at http://help.sap.com/s4hanacloud under Supply Chain > Inventory > Reservation.
You can also change the lifecycle status for the reservation creation in service transactions. For more information, see the configuration steps under.
In your configuration environment, use the search function to open the following activity: Define Lifecycle Status for Reservation Creation in Service Transaction.

4.8.3 External Workforce Procurement

You can assign an external service performer to a repair order. Run the following steps from the Procurement for Service Management (3NI) to perform the procurement process for the external
workforce procurement in In-House Repair.

Procedure

1. Create a repair order for the repair object in the Perform Prechecks app. Then, change the status of the repair order to In Process.
2. In the Plan Repairs app, navigate to the repair order and add a request to procure an external service (external service item) that is performed by an external service performer.
3. When you have finalized the planning of the repair object, change the status of the repair order to Released to trigger the procurement process.
The system creates a purchase requisition and generates an approval for the purchase order.
4. As an approver, approve the purchase order in the My Inbox app, if the job to automatically approve a purchase order has not been scheduled.
5. The external service performer (external vendor) uses the service entry sheet to record the services that have been provided.
6. As a SAP_BR_CUST_SRVC_REP_REPA, you can approve or reject the service entry sheet in the My Inbox app.
7. When the service entry sheet has been approved, the system automatically creates a goods receipt and a repair confirmation that both have the status Open.
8. You can make adjustments to the repair confirmation.
For example, you can change the item category to Partial Billing.
9. On revoking the approval of service entry sheet, the quantity being revoked should not be consumed in a repair confirmation. Otherwise, an error might occur.
10. In the Prepare for Billing app, navigate the repair confirmation that has the status Open and complete it (set the status to Completed).
11. Release the repair confirmation for billing in the Prepare for Billing app and create the billing document.
12. If necessary, create the supplier invoice (optional).
For more information, see the product assistance for SAP S/4HANA Cloud Service - Procurement Integration on SAP help portal at http://help.sap.com/s4hanacloud under Product Assistance (Eng-
lish) > Service > Service Order Management > Manage Service Orders > Procurement Integration > External Workforce Procurement .

In-House Repair (3XK_PH)

Appendix PUBLIC 82
4.8.3.1 Approve Service Entry Sheet
As soon as all services and material from the external service performer (external vendor) have been recorded, you can send the service entry sheet for approval. The service entry sheet then gets as-
signed In Approval status. By default, all service entry sheets are approved automatically if you have not defined any workflows. If you have defined a workflow, the service entry sheet is automati-
cally displayed in the approver’s My Inbox app.
When the service entry sheet from the external performer has been approved, the system automatically creates a goods receipt and a repair confirmation with the status Open.
For more information on service entry sheets, see Service Purchasing and Recording on SAP help portal at http://help.sap.com/s4hanacloud under Product Assistance (English) > Sourcing and Pro-
curement > Operational Procurement > Service Purchasing and Recording .

4.9 Perform Repairs

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 procedure, you create repair confirmations, provide actual consumption data and confirm finalized repairs.
Then the shipment can be triggered in order to ensure that customers receive repaired objects according to agreements.
You use this app to document the performance of the repair. You can enter the actual working hours and spare parts, and mark the repair as completed.

In-House Repair (3XK_PH)

Appendix PUBLIC 83
4.9.1 Read Assigned Repair Orders

Procedure

Test Test Step Name Instruction Expected Result Pass / Fail /

Step # Comment

1 Log On Log on to the SAP Fiori launchpad as a Service Technician - In-House Repair.

2 Access the App Open the Perform Repairs app. The Perform Repairs view displays a list of objects for
which the repair can now be performed.

3 Find/Filter Repair Object List Use the search or the filter functions to search for specific repair objects. Then, choose Go. The repair objects are displayed in the result list according
to your search or your filter criteria.

4 Select Repair Object for Repair To display the details of a repair object to be confirmed, select the repair object or the equip- The Perform Repair Details view of the repair object is dis-
Confirmation ment. played.

5 Check Details of Repair Object On the Perform Repair Details view, check the following details of the repair object: The repair object details are correct.
● Equipment
● Serial Number
● Product
● Customer ( Sold-To Party, Ship-To Party, Contact)

6 Display Repair Order or Fixed Select the repair order in the transaction history. The Repair Orders view is opened in display mode.
Price Repair Order The following information is displayed: The service technician gets to necessary information to fi-
● Equipment nalize his task.

● Sold-To Party
● Status
● Requested Start / Requested End
● Exec. Service Employee
● Note
● Items (Service Product Items, Service Part Items, Expense Items).

7 Confirm Performed Repair If the repair of the equipment is (partly) complete, you can create the repair confirmation to enter The repair is (partly) performed.
the working time, all expenses and used service parts.

8 Create Repair Confirmation Continue with procedure in Read Assigned Repair Orders [page ] 84.

In-House Repair (3XK_PH)

Appendix PUBLIC 84
4.9.2 Create Repair Confirmation or Confirm the Repair
In this step, a follow-up repair confirmation for a repair order or fixed price repair order is created. It includes setting the confirmation to Completed or setting the final confirmation flag.

Procedure

Test Test Step Name Instruction Expected Result Pass /

Step # Fail / Com-
ment

1 Create Repair Confirmation Choose Create Follow-Up in the repair order. The Repair Confirmation: New view is displayed.
Under Follow-Up - Select Items, select an item or (all)
items.
Then, select Choose.

2 Open Existing Repair Confirma- Select the existing repair confirmation in the transaction his- You can modify the repair confirmation if the repair confirmation is not set to Completed.
tion tory of the repair order.
To modify the repair confirmation, choose Edit.

3 Maintain Repair Confirmation for Enter the following data to create a repair confirmation: A repair confirmation has been created.
Repair Order or Fixed Price Re- ● Final Confirmation: Yes
pair Order
● Under Parties Involved enter an Exec. Service Em- Note Repair Confirmation for Repair Order:
ployee: for example, Customer Service Tech-
nician - In-House Repair By default, the confirmed items are set for complete billing (SCP1, SCE1, SCS1). So, you can
bill an item only, if all items of the repair order have been confirmed, and the status in the repair
Maintain the quantities and units of the product. order items has been set to Completed.
Then choose Save. You can also change the item category to Partial Billing (SCP3, SCE3, or SCS3). Partial Billing
allows you to bill an item if it has been confirmed and completed in the repair order, even if
other items have not yet been finalized.
Repair Confirmation for Fixed Price Repair Order:
Billing does not rely on the confirmed items and quantities.
Information on stock service part: If you use a material with the item category group ‘stock ser-
vice part’ (SVST), for example SRV_05, this material is taken from the default storage location
of the plant, which is this example Std. storage 1 (581A).

4 Open Item Under Items , choose action Edit for the service item The repair confirmation item is displayed.
SRV_01.

5 Define Overtime Category (Op- Under General Data, select Overtime Weekday under Over- Check the price details for the Price Element Overtime:
tional) time Category. By setting the overtime option the price for the service item should have increased.

In-House Repair (3XK_PH)

Appendix PUBLIC 85
 Test Test Step Name Instruction Expected Result Pass /
Step # Fail / Com-
ment

Choose Back to return to the Repair Confirmations view.

6 Complete Repair Select the Final Repair Confirmation checkbox (if applica- The repair confirmation is displayed.
ble).
Then, choose Save.
Note If you want to create further repair confirmations, do not set the final confirmation to
Completed or do not select the Final Repair Confirmation checkbox.

7 Set Repair Confirmation to Com- To open the repair confirmation, choose Edit. As soon as all repair confirmations have been set to Completed and one of them has been marked as
pleted Under Processing Data of the Repair Confirmation, set the final confirmation, the repair order or fixed price repair order status is set to Completed and the sta-
status to Completed. tus of the related repair object is set to Bill.

Choose Save. This is the prerequisite for the repair objects to be released for billing.
If there are no related repair order or repair confirmation items that must be billed, the repair object
is directly set to Completed automatically by the system.

Note This repair confirmation cannot be changed anymore but cancelled.

Caution You can only set repair confirmations to Completed that do not contain errors. So, you
must first correct the data in the repair confirmation.

8 Check lifecycle Status of Repair Check the lifecycle Status of the repair order. Depending on the Final Repair Confirmation flag the status of the repair order has been set to Com-
Order or Fixed Price Repair Order pleted (if the flag has been selected) or stays in In Process (if the flag has not been selected).

9 Close Details of Repair Order To close the Repair Order Details and to return to the Per- The status of the repair confirmation is set to Completed.
form Repair Details view, choose Back.

10 Close Details of App To close the Perform Repair Details view, choose Back. The Perform Repairs view displays a list of repair objects.

11 Back to SAP Fiori Launchpad Choose Navigate to Home Page to return to the SAP Fiori The SAP Fiori launchpad is displayed.
launchpad.

12 Release for Billing Continue with procedure in Prepare and Release for Billing
[page ] 88

In-House Repair (3XK_PH)

Appendix PUBLIC 86
4.9.3 Cancel Repair Confirmation (Optional)

Purpose

The Service Manager - In-House Repair displays the available repair confirmations and navigates to the repair confirmation details view. You can cancel the repair confirmation.

Procedure

Test Test Step Name Instruction Expected Result Pass / Fail /

Step # Comment

1 Log On Log on to the SAP Fiori launchpad as a Service Technician - In-House Repair.

2 Access the App Open the Perform Repairs app. The Perform Repairs view displays a list of objects to be planned for
repairing.

3 Find/Filter Repair Ob- Use the search or the filter functions to search for specific repair objects. Then, choose Go. The repair objects are displayed in the result list according to your
ject List search or your filter criteria.

4 Select Repair Object Select the row on the list of objects containing the repair object for which the repair confirmation The Perform Repair Details view of the repair object details is dis-
should be canceled. played.
To display the details of the relevant repair object, select the repair object or the equipment.

5 Display Repair Con- To display the details of the repair confirmation, you have the following options: The repair confirmation is displayed.
firmation Details ● Select the repair order in the transaction history to display the details of a repair order. On the
Repair Order Details view select then the repair confirmation under transaction history of the re-
pair order.
● Select the completed repair confirmation to be canceled in the transaction history directly to dis-
play the details of a repair confirmation.

6 Cancel Repair Confir- On the Repair Confirmation Details view, choose Cancel Confirmation. The status of the repair confirmation is set to Completed and the
mation field Canceled Internally of the repair order items is set internally to
Yes.

7 Close Details of Re- To close the Repair Confirmation Details and to return to the Perform Repair Details view, choose The Perform Repair Details view of the repair object details is dis-
pair Confirmation Back. played.

8 Close Details of App To close the Perform Repair Details view, choose Back. The Perform Repairs view displays a list of repair objects.

In-House Repair (3XK_PH)

Appendix PUBLIC 87
 Test Test Step Name Instruction Expected Result Pass / Fail /
Step # Comment

9 Return to SAP Fiori Choose Navigate to Home Page view, choose to return to the SAP Fiori launchpad. The SAP Fiori launchpad is displayed.
Launchpad

4.10 Prepare and Release 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

The Customer Service Manager - In-House Repair reviews the available repair confirmation items (complete billing or partial billing) or the repair order items (fixed price) to be released for billing.
In this procedure, you check the assignment of the internal cost and billing relevant repair costs including working time, product, and equipment time. You close the in-house repair from commercial
perspective and release the items for billing. Then billing document requests can be created.
For chargeable items such as services and spare parts you ensure cost covering in accordance with customer agreements.

Note For time and material items in the repair confirmation, the time-sheet entry, spares cost, and expenses are posted to finance and controlling. For fixed price items, the corresponding item in
the repair confirmation is used for controlling purposes only, for capturing actual costs, and the fixed-price items in the repair order are posted to finance.
Once the repair is done, the recorded effort in the repair confirmation (for time and material items), and in the repair order (for fixed price items) is released for billing, and a billing document
request is created to invoice the customer.

In-House Repair (3XK_PH)

Appendix PUBLIC 88
Procedure

Test Test Step Name Instruction Expected Result Pass / Fail /

Step # Comment

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

- In-House Repair.

2 Access the App Open the Prepare for Billing app. The Prepare for Billing view displays a list of in-house repairs of repair objects
that are ready for billing.

Note This app only displays repair objects of status Bill or status Repair.

3 Complete Repair Confirmation (Only When the service entry sheet from the external performer is approved, Status of the pending repair confirmation from external workforce procurement
Relevant if External Workforce Procure- the system automatically creates a goods receipt and a repair confirma- is set to Completed.
ment is used) tion with status Open.
You can make adjustments, which is required to the repair confirmation
and set it to Completed.

4 Find/Filter Repair Object List Use the filter functions to search for specific repair objects. Then, The repair objects are displayed in the result list according to your search or your
choose Go. filter criteria.

5 Trigger Mass Decision Processing for Select the checkbox for the repair objects to be processed. Then, If the Create Outbound Delivery action is executed, the outbound delivery (re-
Returning or Completion (Optional) choose Decide on the list header. turn to customer) is created, and the availability of the selected items is changed
In the Decide dialog box, select the Create Outbound Delivery or Set to Sent Back by Repair Center.
Repair Object to Completed action. If the Set Repair Object to Completed action is executed, the status of the se-
lected items changes to Completed.
The repair objects in status Completeddisappear from the result list.

6 Display Repair Object Details Select the repair object that can be prepared for billing. The Prepare for Billing Details view opens in display mode and the repair object
details are displayed.

Note The list Items Pending Release contains fixed price repair order items
and repair confirmation items whose repair order are in status Completed.

7 Check Items to be Released for Billing On the view, a list of the items to be released for billing is displayed on Note A fixed price repair order item or a repair confirmation item is only
the To Be Released for Billing tab. displayed in this list if the repair order status has been set to Completed.
A repair confirmation item that has been defined for partial billing is only
displayed, if it has been completed and the repair order lifecycle status is Re-
leased or Completed.
The To Be Returned tab contains repair objects for which an outbound deliv-
ery has not yet been created (only relevant if you are using customer re-

In-House Repair (3XK_PH)

Appendix PUBLIC 89
 Test Test Step Name Instruction Expected Result Pass / Fail /
Step # Comment

turns).

8 Release Items Select an item or (all) items of a fixed price repair order or a repair con- The selected items should be released for billing if releasing finished success-
firmation and choose Release for Billing. fully. The fixed price repair order and/or the repair confirmation item disappears
from this list.

9 Check Prepare for Billing Details The billing document request is displayed as a follow-up transaction in the
process step overview and is set to status To be Invoiced.

10 Close Details of App To close the Prepare for Billing Detail view, choose Back. The Prepare for Billing view displays a list of repair objects, which are still set to
status Bill.

11 Return to SAP Fiori Launchpad Choose Navigate to Home Page to return to the SAP Fiori launchpad. The SAP Fiori launchpad is displayed.

12 Create Outbound Delivery Continue with procedure in Return to Customer and Complete Repair
Object (Optional) [page ] 90.

13 Complete Repair Object (Optional) Continue with procedure in Complete Repair Object and Finalize In-
House Repair (Optional) [page ] 93.

14 Create Invoice (Optional) Continue with procedure in Create Invoice (Optional) [page ] 94.

4.11 Return to Customer and Complete Repair Object (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>

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Appendix PUBLIC 90
Purpose

Finalize the in-house repair process for the repair object.

You can create an outbound delivery (only available if a returns order has been created and the availability status of the repair object is set to Received By Repair Center) to send the repair object
back to the customer and complete the repair object.

4.11.1 Post Goods Issue (Option A)

Purpose

As an inventory manager, you can post the goods issue once an in-house repair has been completed to send back the repair objects to customer.
Instead of using outbound delivery with customer returns for posting the goods issue you can perform goods issue posting in the Post Goods Movement app.
Read more about the Post Goods Movement app in the SAP Fiori Apps Reference Library.
For more information, see the product assistance for Post Goods Movement on SAP help portal at:
http://help.sap.com/s4hanacloud Product Assistance (English) > Supply Chain > Inventory > Post Goods Movement

Note To run through this in-house repair scope item, the issue goods need not be posted.

4.11.2 Return to Customer and Create Outbound Delivery (Option B)

Purpose

Note An outbound delivery can only be created, if the availability status of the repair object is set to Received In Repair Center.

The integration with customer returns adds the functionality for Inbound and outbound logistics to the in-house repair.
You can create an outbound delivery as follows:
a) Decide for Outbound Delivery in Perform Prechecks step (see the procedure Decide: Return in chapter Perform Prechecks).
b) Reject the repair quotation (see the procedure Reject Repair Quotation or Fixed Price Repair Quotation in chapter Process Repair Quotations or Fixed Price Repair Quotations).
c) Complete the repair order without billable items.
d) Decide for Outbound Delivery in the Prepare for Billing app (follow the procedure below to create an outbound delivery).
e) Execute Picking:
In Manage Outbound Deliveries – VL06O app, do the following: Choose: For Picking.

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Appendix PUBLIC 91
Please refer to step Execute Picking for scope item BKP (Customer Returns) or 1MI (Delivery Processing without Order Reference) or BDA (Free of Charge Delivery).
f) Post Goods Issue (as Shipping Specialist):
In Manage Outbound Deliveries – VL06O app, do the following: Choose: For Goods Issue.
Please refer to step Post Goods Issue for scope item BKP (Customer Returns – Scenario 1 / Send Back to Customer (Option C)) or 1MI (Delivery Processing without Order Reference) or BDA (Free
of Charge Delivery).
g) Create Billing Document (see the procedure Create Billing Document (Invoice) in chapter Create Invoice (Optional)).
For more information, see App Documentation.

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 Rep-

resentative – In-House Repair.

2 Access the App Open the Prepare for Billing app. The Prepare for Billing view displays a list of in-house repairs of re-
pair objects that are ready for billing.

Note This app only displays repair objects with status Bill or status
Repair.

3 Find/Filter Repair Object List Use the filter functions to search for specific repair objects. The repair objects are displayed in the result list according to your
Then, choose Go. search or your filter criteria.

4 Check Items to be Returned (Only Relevant if you are Under To be Returned tab, the items to be returned to the cus- This overview contains repair objects for that the following applies:
using Customer Returns) tomer are displayed. ● A preceding return order exists.
● Repair objects have been assigned repair orders in status Bill.
● An outbound delivery has not yet been created.

5 Display Repair Object Details Select the repair object that can be returned to the customer. The Prepare for Billing Details view opens in display mode and the re-
pair object details are displayed.
The Decide tab is displayed.

6 Return to Customer Under Decide, choose Outbound Delivery . An outbound delivery (return to customer) for the repair object is cre-
ated.
The outbound delivery is displayed as a follow-up transaction in the
process step overview.

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Appendix PUBLIC 92
 Test Test Step Name Instruction Expected Result Pass / Fail /
Step # Comment

7 Close Details of App To close the Prepare for Billing Details view, choose Back. The Prepare for Billing view displays a list of repair objects, which are
still set to status Bill.

8 Return to SAP Fiori Launchpad Choose Navigate to Home Page to return to the SAP Fiori The SAP Fiori launchpad is displayed.
launchpad.

4.11.3 Complete Repair Object and Finalize In-House Repair (Optional)

Purpose

In this procedure, you can finalize the in-house repair process with Set Repair Object to Completed.

Note In case the repair object was the last repair object in process within an in-house repair, the in-house repair is set to Completed as well.

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 Representative - In-House Repair.

2 Access the App Open the Prepare for Billing app app.

3 Find or Filter Re- Use the filter functions to search for specific repair objects. Then, choose Go. The repair objects are displayed in the result list ac-
pair Object List cording to your search or your filter criteria.

4 Display Repair Ob- Select the repair object. The Prepare for Billing Details view opens in display
ject Details mode and the repair object details are displayed.

5 Complete Repair When all related items that are relevant for billing have been released, close the repair object by choosing Complete on The status of the repair object is set to Completed.
Object the Prepare for Billing Details view.

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Appendix PUBLIC 93
 Test Test Step Name Instruction Expected Result Pass / Fail /
Step # Comment

Note If you have created a returns order for the repair object, you must first create an outbound delivery. An out-
bound delivery can only be triggered when the availability status of the repair object is set to Received In Repair
Center.

6 Close Details of To close the Prepare for Billing Details view, choose Back.
App

7 Return to SAP Fiori Choose Navigate to Home Page to return to the SAP Fiori launchpad. The SAP Fiori launchpad is displayed.
Launchpad

4.12 Create Invoice (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 procedure, you create from one or more billing request documents the invoice.

Note To run through this in-house repair scope item, the invoice need not be created.

In-House Repair (3XK_PH)

Appendix PUBLIC 94
4.12.1 Check Billing Document Request Details for Released Repair Order (Items) and/or Repair Confirmation
(Items)

Procedure

In the Manage Billing Document Requests app (as Billing Clerk), do the following:
a) To find the repair order or repair confirmation for which the billing document request should be checked, use the available filters, then choose Go.
b) To display the billing document request, choose the Billing Document Request ID in the result list.
The Billing Document Request Details view of the corresponding billing document request ID is displayed.

4.12.2 Create Billing Document (Invoice)

Procedure

In the Create Billing Documents (Billing Due List Items) app (as Billing Clerk), do the following:
a) To find the billing document request noted in the previous step, for which the invoice should be created, use the available filters, then choose Go.
b) To create the invoice, mark the check box in front of the row with the billing document request for which the invoice should be created.
Then, choose the Create.
c) A new Billing Document is created and displayed.
On the Create Billing Documents view, add the following values:
Billing Type: F2 Invoice (F2)
Billing Date: Date for example, today’s date.
Then choose OK.
d) On the Billing Document (Invoice) details view check the relevant details.
Then choose Save.
e) The billing document with ID “xxxxxxxx” is created.

4.12.2.1 Billing Document Split and Convergence (Optional)

During billing, the system creates one or more billing documents. To better fulfill your business requirements, you can influence the criteria that the system uses to determine how many billing docu-
ments it creates.

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Appendix PUBLIC 95
To create only one billing document for several BDRs we would like to propose the following change in customizing:
In your configuration environment, use the search function to open the activity Define Copying Control for Billing Document to Billing Document.
Select entry ‘F2 | SVCB (Service Confirmation BDR)’ or ‘F2 | SVOB (Service Order BDR)’ and change in detail view the value for Reference Number to E (Current Billing Document Number).
For more information, see Configuration Environment of SAP S/4HANA Cloud.
For more information, see the product assistance for SAP S/4HANA Cloud Sales - Billing Document Split and Convergence on SAP help portal at
http://help.sap.com/s4hanacloud > Product Assistance (English) > Sales > Order and Contract Management > Sales Billing > Billing Documents > Billing Documents Basics > Billing Document
Split and Convergence.

4.12.3 Check Billing Document Details

Procedure

In the Manage Billing Documents app, do the following:

a) To find the invoice that has been created in the previous step, use the available filter Billing Document.
b) To display the invoice/billing document, choose the row on the result list, containing the searched invoice ID.
c) Check the relevant invoice/billing document information.
d) On the Billing Document view, go to the last assignment block, Output Items.
There is one entry in the item and the output type is BILLING_DOCUMENT.
Choose Preview.
e) Preview for PDF document is displayed.

4.12.4 Accounts Receivable (J59) (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>

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Appendix PUBLIC 96
Purpose

The Accounts Receivable (J59) scope item enables you to manage your open receivables invoices that are automatically created from sales processes.

Procedure

For this activity, run the following steps from:Accounts Receivable (J59) to complete this scope item.

4.12.4.1 Post Incoming Payments (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 activity, you post the incoming payments from the customer.
For a payment of an invoice where a down payment is applied, the incoming payment amount should be the remainder invoice balance (the remainder invoice balance is the invoice value less the
down payment to be applied).

Prerequisites

Invoices have been posted.

Down Payments: A down payment has been posted. Select an open invoice (use app Manage Customer Line Items) to apply the posted down payment from step Post Down Payment. The invoice
value must be larger than the down payment posted. The incoming payment value in this step is the invoice value less the down payment posted.

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Appendix PUBLIC 97
Procedure

Test Test Step Name Instruction Expected Result Pass / Fail /

Step # Comment

1 Log On Log on to the SAP Fiori launchpad as an Accounts Receivable Accountant. The SAP Fiori launchpad with access to the Post In-
coming Payments app is displayed.

2 Access the SAP Fiori App Open the Post Incoming Payments app. The Post Incoming Payments view is displayed.

3 Enter General Information Make the following entries in the General Information area:
Company Code: 5810
Posting date: <date>
Journal Entry date: <date>
Value date: <today’s date>
Journal Entry Type: DZ

4 Enter Bank Data Make the following entries in the Bank data area.
G/L Account: 11001060
House Bank/Account ID: PHBK1/PHAC1 or PHBK2/PHAC2
Amount: <customer invoice amount>

Note If the incoming payment is part of a down payment, enter the remainder invoice balance
amount, which is the invoice value less the down payment amount to be applied.

Currency: USD

5 Enter Open Item Selection Make the following entries: The open items are displayed in the bottom half of
Customer Account:58100001 the view.

Choose Propose Items.

6 Clear Items Choose Items to Clear by choosing Clear in last item column. The selected item is transferred to the Items to be
Cleared view.

7 Down Payment Note Only execute this step if the payment is for an invoice where a down payment will be ap- The balance is zero and the document can be
plied. posted.

In the Items to Be Cleared column Allocated Amount enter the remainder invoice balance amount,
which is the invoice value less the down payment amount to be applied.

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Appendix PUBLIC 98
 Test Test Step Name Instruction Expected Result Pass / Fail /
Step # Comment

Choose Enter.

8 Post Entries Choose Post. The Activated dialog box displays details of docu-
ment number generated.

9 Display Journal Entry On the Success dialog, choose Display. The Manage Journal Entries view is displayed the
Journal Entry.

10 Close Entry View To close Journal Entry details view, choose Back. The Post Incoming Payments view is displayed.

11 Back to SAP Fiori Launchpad Choose Navigate to Home Page to return to the SAP Fiori launchpad. The SAP Fiori launchpad is displayed.

12 Check Billing Document and Jour- Go back and repeat process step Check Billing Document Request Details for Released Repair Order Note The billing document is set to status Com-
nal Entry Status (Optional) (Items) and/or Repair Confirmation (Items) [page ] 95. pleted.
The journal entry is displayed in the process
flow and it is set to status Fully Cleared.

4.13 Analyze Service Actuals

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

You can display the actual costs for the items in repair orders or repair confirmations.

In-House Repair (3XK_PH)

Appendix PUBLIC 99
Procedure

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

1 Log On Log on to the SAP Fiori launchpad as Customer Service Manager - In-House Repair. The SAP Fiori launchpad is displayed.

2 Access the App Open the Service Actuals app. The Service Actuals view is displayed.

3 Display Costs Enter the number of the repair order under Service Document. The posted amounts (actual costs) are displayed in a table.

Choose Go.

4.14 Repair Templates (Optional)

Repair Templates (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

Repair templates are used to define reusable sets of service and repair related data that minimize the amount of time required to create a repair order. Repair template items can then be copied as set
to repair orders.

In-House Repair (3XK_PH)

Appendix PUBLIC 100
4.14.1 Create Repair Template or Fixed Price Repair Template

Purpose

You can create a repair template or fixed price repair template with all required service items, expense items, or service parts.
These items can be copied to repair orders or fixed price repair orders.

Procedure

Test Test Step Name Instruction Expected Result Pass / Fail /

Step # Comment

1 Log On Log on to the SAP Fiori launchpad as Customer Service Representative - In-House Repair

2 Access the App Open the Manage Service Order Templates app. The Manage Service Order Templates view is displayed a list
of service order templates and repair templates.

3 Create Repair Template Choose Create. The Create Service Order Template view is displayed.

4 Enter Data for Repair Template or On the Create Service Order Template view, enter the following values: A new repair template or fixed price repair template is created
Fixed Price Repair Template Template Type: Repair Template and saved.

Description: <your description> The repair template is opened in edit mode.

Employee Responsible: Product<XXX>

Enter the following items in the repair quotation (additional, or if necessary and required):
ID: for example. SRV_01, SRV_02, SRV_03, SRV_04, or SRV_05
Quantity:1
Unit: For example, For example, HR or EA
Choose Save and Edit.

5 Enter Data for Reference Objects Under Reference Objects (Service Order Template Details), you can enter the following Note You can enter only one of these values.
(Optional) values (if they shall be copied), for example:
Product ID: TG20
Functional Location ID:<XXX>
Equipment: 217100901

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Appendix PUBLIC 101
 Test Test Step Name Instruction Expected Result Pass / Fail /
Step # Comment

6 Enter Data for Organizational (Op- Under Organizational Data For you can enter the following values (if they shall be
tional) copied), for example:
Sales Organization: 1710
Distribution Channel: 10
Division: 00

7 Save Repair Template or Fixed Price Choose Save. The repair template is complete.
Repair Template.

4.14.2 Release Repair Template or Fixed Price Repair Template

Purpose

You can release the repair template or fixed price repair template. Once the repair template is released, you can copy the line items from the applicable repair template.

Procedure

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

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

tive - In-House Repair.

2 Access the App Open the Manage Service Order Templates app. The Manage Service Order Templates view is displayed a list of service order tem-
plates and repair templates.

3 Find/Filter Repair Template Use the filter functions to search for specific repair template. The repair templates are displayed in the result list according to your search or your
Then, choose Go. filter criteria.

4 Display and Release Repair Select the Repair Template that can be released. The repair template is released.
Template Choose Release.

In-House Repair (3XK_PH)

Appendix PUBLIC 102
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 Processes

Please see chapter 2.6 Business Conditions.
The following additional processes and conditions can proceed this process.

Process Business Condition

APIs for In-House Repair Integration (A2X) The scope item exposes API functionality to Create / Read / Update In-House Repairs.
(Optional) This service enables you to initiate the in-house repair process from an external system through API calls.
You can create in-house repairs and add repair objects. You can also read and update in-house repairs.
For more information, see the product assistance for APIs for Service on SAP help portal at:
http://help.sap.com/s4hanacloud Product Assistance (English) > > Service > APIs for Service.

Service Contract Management (3MO) (Op- This scope item covers the creation of service contracts in SAP S/4HANA Cloud.
tional) Customer-specific price agreements can be defined and handled within service contracts.
Service contract determination can be enabled for repair orders that are created with reference to a service contract – in this case, contract and price details from determined
service contract are considered.

Sell from Stock (BD9) (Optional) This scope item describes the entire process sequence for a standard sales process (Sale-from-Stock) with a customer.

Customer Returns (BKP) (Optional) This scope item contains the end-to-end returns and compensation process with automated creation of all follow-up documents.

Lean Customer Returns (BDD) (Optional) This scope item describes returns processing for sales orders.

5.1.2 Succeeding Processes

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

In-House Repair (3XK_PH)

Appendix PUBLIC 103
 Process Business Condition

Procurement for Service Management (3NI) If Service Parts (spare parts) are to be procured, consider the succeeding process Procurement (3NI).
This scope item covers the integration of service management with procurement. Purchase Requisitions are created with reference to the Service Order line item and subse-
quent processes are executed. Procurement costs are updated in the service order.

Accounting and Financial Close (J58) This scope item provides a comprehensive overview of external accounting and accounts.

Accounts Receivable (J59) This scope item enables you to manage your open receivables invoices that are automatically created from sales processes.

Credit Memo Processing for Service Manage- This scope item covers the creation of a credit memo request in SAP S/4HANA Cloud.
ment (4GG) (Optional)

Intercompany Billing for Service Documents This scope item provides an overview how to apply intercompany process.
(53Y)

Customer Returns (BKP) (Optional) This scope item also covers the process of sending goods back to a customer.

Delivery Processing Without Order Reference This scope item describes the entire process sequence for a standard delivery process where the customer does not need to create a preceding order (delivery without order
(1MI) (Optional) reference).

Free of Charge Delivery (BDA) (Optional) This scope item describes the process of providing goods to a customer at no cost (Free of Charge Sales Order).

Service Order Processing with SAP Field Ser- This scope item describes service order and/or repair order processing scenarios between SAP S/4HANA Cloud and SAP Field Service Management.
vice Management (49X) (Optional) Once a service order or repair order is created and released in SAP S/4HANA Cloud, a corresponding service call is created in SAP Field Service Management. An activity
is created for each service item in the service order or repair order, and spare part items are replicated as reserved materials

5.1.3 Integration with SAP Field Service Management

You can integrate Service in SAP S/4HANA Cloud with SAP Field Service Management to optimize your repair processes.
SAP Field Service Management, enables and manages comprehensive field service processes, including service order planning, resource scheduling, on-site service execution, and billing. It auto-
mates service processes and optimizes scheduling functions to make the best use the resources to meet service-level agreements. It offers the network of field engineers, mobile access to information
to increase productivity.
If you want to test SAP Field Service Management with integration to In-House Repair, you must perform the configuration steps for the integration of SAP S/4HANA Cloud and SAP Field Service
Management. For more information, see Setting Up Integration With SAP Field Service Management.
Once your system is set up, run the steps that are described in the Test Script of Service Order Processing with SAP Field Service Management (49X) scope item.

In-House Repair (3XK_PH)

Appendix PUBLIC 104
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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In-House Repair (3XK_PH) tion and notices.
Appendix PUBLIC 105