Data Authorization Requirements for Maintenance Sales Orders, including Work Orders

The table explains the various roles that can be defined for the activities related to Service.

Authorized Roles Tasks Associated Attributes Permissions
Service Administrator / Internal Sales Representative
  • Creates and maintains maintenance sales order
  • Maintenance Sales Order
    • Internal Sales Representative
    • Service Department
    • Enterprise Unit
    • Line of Business
    • Service Area
    • Service Type
  • Installation Groups
  • Serialized Items

Other Attributes:

  • Item
  • Project
  • PCS Project
  • Business Partner
  • Sales Price List
  • Warehouse
  • The employee can only see, create or modify assigned maintenance sales orders.
  • In the header of the order:
    • The employee can only view and use assigned business partners.
    • The employee can only view and use assigned sales price lists.
    • The employee can only view and use assigned installation groups.
    • The employee can only view and use assigned (PCS) projects.
    • The employee can only view and use assigned items.
    • The employee can only view and use assigned serialized items.
  • In the lines of the order quote:
    • The employee can only view and use assigned installation groups.
    • The employee can only view and use assigned (PCS) projects.
    • The employee can only view and use assigned items.
    • The employee can only view and use assigned serialized items.
    • The employee can only view and use assigned warehouses.
 
  • Releases maintenance sales order line to invoicing
  • Closes maintenance sales order
  • Maintenance Sales Order
    • Internal Sales Representative
    • Service Department
    • Enterprise Unit
    • Line of Business
    • Service Area
    • Service Type
  • The employee can only release assigned maintenance sales orders to invoicing.
  • The employee can only close assigned maintenance sales orders.
Service Planner
  • Maintains and releases maintenance sales order
  • Maintenance Sales Order
    • Internal Sales Representative
    • Service Department
    • Enterprise Unit
    • Line of Business
    • Service Area
    • Service Type
  • Installation Groups
  • Serialized Items

Other Attributes:

  • Item
  • Project
  • PCS Project
  • Business Partner
  • Sales Price List
  • Warehouse
  • The employee can only see, create or modify assigned maintenance sales orders.
  • In the header of the order:
    • The employee can only view and use assigned business partners.
    • The employee can only view and use assigned sales price lists.
    • The employee can only view and use assigned installation groups.
    • The employee can only view and use assigned (PCS) projects.
    • The employee can only view and use assigned items.
    • The employee can only view and use assigned serialized items.
  • In the lines of the order:
    • The employee can only view and use assigned installation groups.
    • The employee can only view and use assigned (PCS) projects.
    • The employee can only view and use assigned items.
    • The employee can only view and use assigned serialized items.
    • The employee can only view and use assigned warehouses.
 
  • Maintains work order
  • Plans and releases work order
  • Work Order
    • Service Department
    • Enterprise Unit
    • Service Type
  • Serialized Items

Other Attributes:

  • Item
  • Project
  • PCS Project
  • Warehouse
  • The employee can only see, create or modify assigned work orders.
  • In the header of the order:
    • The employee can only view and use assigned (PCS) projects.
    • The employee can only view and use assigned items.
    • The employee can only view and use assigned serialized items.
    • The employee can only view and use assigned warehouses.
  • In the lines of the order:
    • The employee can only view and use assigned (PCS) projects.
    • The employee can only view and use assigned items.
    • The employee can only view and use assigned serialized items.
    • The employee can only view and use assigned warehouses.
 
  • Generates purchase requisitions and orders from work order activity
  
  • Generating of purchase documents is based on defaulting setup in master data. The employee cannot modify this process so no authorization is needed.
 
  • Reports work order complete
  • Closes work order
  • Work Order
    • Service Department
    • Enterprise Unit
    • Service Type
  • The employee can only report assigned work orders complete.
  • The employee can only close assigned work orders.