Replacement Management

This process is used to create a replacement and track return delivery. After return, this process is also used to create a service order invoice for the exchange price.

The process starts when a service order is entered.

Before you start

The process can be started when the following prerequisites have been met:

Results

After using this process, a service order invoice is created after the return delivery.

Follow these steps

  1. Creating Service Order

    Service orders are created in 'Service Order. Open' (SOS100), where a service order type and individual item fulfilling the above listed prerequisites are specified. For more information, see Service Orders.

    This activity includes entering service order lines. Here, the item used to replace an obsolete part is specified. Whether return management will be used is specified in the replacement panel. If so, the item expected for return is also specified.

    A credit line is then generated automatically for the obsolete item. The price specified on the credit line is based on the item supplement in 'Item. Open Service Supplement' (SOS001).

  2. Reporting

    A monitor record is created for return deliveries during service assignment reporting in 'Service Assignment. Report' (SOS660). Individual item history is also created and is completed during invoicing. The expected stock movement is done at this time, the details of which depend on the configuration of the service order type. For more information, see Service Order Reporting.

    Stock movement can be done in one of the following ways:

    • Alternative 1

      The service order type has a type 51 transaction type (TTYP) specified. This means a customer inventory issued before transfer to a repair inventory. The customer inventory balance is replenished with the anticipated quantity removed to ensure the balance does not sink to zero. A type 40 transaction type is used for this. Then the transfer occurs, where a type 50 transaction type is used.

    • Alternative 2

      Here, a type 40 transaction type is specified in the service order type. This means delivery is made directly to the return inventory without going through the customer inventory.

      The service assignment's status becomes 58 or 59 (respectively for these alternatives) after the stock movement. This compares to status 50 or 60 for a normal service order without a replacement. The special status is used to show a return delivery is not fully processed.

  3. Tracking Return Delivery

    The return is tracked in 'Service Assignment. Update Exchanges' (SOS170). Whether a credit is entered for the return is also set in this activity. This credit can be determined when the returned item is put away in the return inventory. The assignment status is then raised to 60, indicating invoicing can be done.

  4. Invoicing

    Invoicing is not performed until tracking is completed. During invoicing, actual costs, invoice number and date are added to the individual item history. For further information, see Service Order Invoicing.

Related topics