Post on 23-Dec-2015
description
PROCESS PROCEDURE
Create Service Notification
Version: ERP(IS-U): 6.07
Status: Checked:
Version History
Version Date Description Prepared by Reviewed by Approved by
01 01.09.2014 Original Vlad Aron Diana Coloja
Create Service Notification – Transaction code IW51
Purpose
Creation of a service notification
Transaction Menu Path
To create a service notification, you should use transaction IW51 from following path:
Logistics --> Customer Service --> Service Processing --> Notification --> IW51– Create (General)
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Alternatively, you can directly access the transaction by typing t-code in command filed and press <Enter> or click on the check mark icon in the top left side corner of the screen:
Procedure Steps
In the “Create Service Notification: Initial Screen" screen enter information in fields as following:
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Field Name Description R/O * User Actions and Allowed Values RemarksNotification Type
Notification Type
R Select a value from the drop down list (type Z*)
Reference Notification
Notification O Select a value from the drop down list if you want the system to copy the field contents from this key when creating a new notification
*R – Required, O – Optional
Press Enter key or click on the check mark icon in the top left side corner to get to “Create Service Notification <description of the work notification type>” screen:
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Enter the field value according to the following table (depending on notification type, some fields can be mandatory):
Field Name Description R/O *
User Actions and Allowed Values
Remarks
Description Description R Enter a brief description of the
When creating a work order for the first time click the Show
long text window icon . The Long Text Window is
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reported problem in the Short text field
displayed and the Short Description Field will be grayed out (data cannot be input into it). The Long Text Window will default to an open display for all future input of Work Order data, data can no longer be entered in the short description field unless the Long Text Window has been manually closed.
Sold-to party
Sold-to party
R/O
Select a value for the client code from the drop down list
Pur. order Protocol number
O/R
Insert a protocol number
Purchase order date
Protocol date
O/R
Insert a protocol registration date
Func. Loc. Functional location
O/R
Select a value from the drop down list
If outstanding notifications exist for the selected reference object (functional location/equipment), the following screen will be displayed:
Press Enter key or click on the check mark
icon to get to be redirected to “Create Service Notification <description of the work notification type>” screen
Equipment Equipment O Select a value from the drop down list
Same as for functional location
Coding Coding R Select a value from the drop down list
Long text Long text O Insert additional details regarding the
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problem/address etc.
Object part Object part O Select a value from the drop down list
Defect type
Defect type O/R
Select a value from the drop down list
Text Text for defect type
O Insert additional details regarding the reported problem
Cause code
Cause code
R Select a value from the drop down list if the field is not filled
Most of the times, when the notification is created from Customer Interaction Center this value will be brought from the contact
Priority Priority O/R
Select a value from the drop down list
After filling this value the following screen is displayed:
Select:- Yes if you want the execution date to be
reset according to priority- No if you don’t want the execution date to
be reset according to priority-
Required start
Required start
R Select a date to specify when the activity should start
Required end
Required end
O Enter an estimated finish date for the work
*R – Required, O – Optional
To insert information regarding address details you have the following options:1. Customer address screen, by clicking Maintain partner address button :
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Address data in this screen is taken from the client master data. It can be changed, but this will not update the client master data address details
2. Object address screen by clicking Partner overview button . Information in this screen cannot be changed, it is taken from the reference object (equipment/functional location)
3. Message address screen, by clicking Maintain partner address button :
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The following screen will be displayed:
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Enter the field value according to the following table:
Field Name Description R/O * User Actions and Allowed Values RemarksCountry Country R Select BG from the drop down list
*R – Required, O – Optional
Click More fields button to expand address screen:
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Enter the field value according to the following table:
Field Name Description R/O *
User Actions and Allowed Values Remarks
Name Name O A value is to be entered
Building code Building code R A value is to be entered
Room Room O A value is to be entered
Floor Floor O A value is to be entered
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c/o Entry number O A value is to be entered
GIS address code
GIS address code O A value is to be entered
Building name Building name O A value is to be entered
Street Street R Select a value from the drop down list
House number House number R/O
A value is to be entered
Additional address 1
Additional address 1
O A value is to be entered
Additional address 2
Additional address 2
O A value is to be entered
District District R It is automatically filled if has been defined at street level, if not, a value is to be entered
Postal code Postal code O It is automatically filled if has been defined at street level and city, if not, a value is to be entered
City City R It is automatically filled if has been defined at street level, if not, a value is to be entered
Region Region O It is automatically filled if has been defined at street level, if not, a value is to be entered
Reg. Struct. Grp.
Reg. Struct. Grp. R It is automatically filled if has been defined at street level, if not, a value is to be entered
Telephone Telephone O A value is to be entered*R – Required, O – Optional
While introducing data interrogation screens regarding address acceptance may be generated. Click YES option to adopt data.
To validate the address click the green check mark
For notification type Z9-Written correspondence an additional custom tab was defined – Answering dates:
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Enter the field value according to the following table:
Field Name Description R/O * User Actions and Allowed Values
Remarks
Date of temporary answer
Date of temporary answer
O/R Select a date when the temporary answer was sent
When user status Temporary answer sent is set, this field is mandatory
Date of final answer
Date of final answer
O/R Select a date when the final answer was sent
When user status Executed-answer sent is set, this field is mandatory
*R – Required, O – Optional
To assign partners to the notification header click Partners button :
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The following screen is displayed:
Continue entering field values according to the following table:
Field Name
Description R/O * User Actions and Allowed Values
Remarks
Funct Function R Select a value from the drop down list
Partner Partner R Select a value from the drop down list
1.Select field and click the match code
2.Select Structure search option
3.Choose a generc search term
4. Expand the structe and then select the desired entry
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To be redirected to the initial screen click
Back button
*R – Required, O – Optional
To put in process a notification click Put in process button :
The system status will be automatically updated with a new value – NOPR:
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:
To postpone a notification click Postpone button .The system status will be automatically updated with a new value – NOPO:
To create an attachment click on Services for Object arrow. In case tasks are assigned to the notification the following screen will be displayed:
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Select the line corresponding to the notification by clicking on the marked button and validate by
clicking the green check mark .
Inside the new displayed screen execute the following steps:
Select the file and click Open button:
Confirm the decision:
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The following message is displayed on the status bar at the bottom of the screen:
Click on Tasks tab to assign work that needs to be performed by the responsible department in order that the problem is solved (depending on notification type, you may find/not find values for tasks):
You may enter field values according to the following table:
Field Name Description R/O * User Actions and Allowed Values
Remarks
Code group Code group O Select a value from the drop down list
Task code Task code O Select a value from the drop down list
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Task text Task text O You may input additional information regarding the work that needs to be done
Task processor
Task processor
O It is better to insert this information at the notification header level!!!!
Responsible Responsible O Select a value from the drop down list
It is better to insert this information at the notification header level!!!!
Planned start date
Planned start date
O Select a date when the task processing should start
Planned start time
Planned start time
O Select the time when the task processing should start
Planned finish date
Planned finish date
O Select a date when the task processing should finish
Planned finish time
Planned finish time
O Select the time when the task processing should finish
Completed by
Completed by O
Fill information regarding the person that has completed the task
Completion date
Completion date
O Select the date when the task has been completed
*R – Required, O – Optional
Click on Save icon to save the notification.
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The following message type is displayed on the status bar at the bottom of the screen.
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