At the conclusion of this exercise, you will be able to: • Enter planned and unplanned services performed • Approve or accept the service entry sheets • Display purchase order history
• Execute reports on services
Instead of entering a goods receipt for a material, you create service entry sheets to track the actual consulting, maintenance or repairs completed. There is no inventory processing required.
Service entry sheets over 2,000 UNI must be approved.
1-1 In your service entry role, find the activity group for SAP_MM_SE_CLERK. Assign it to your user logon. This will add service entry functions to your current User menu. 1-2 You created several purchase orders. Create a service entry sheet for the purchase order
in the Optimized Procurement unit. This purchase order contained only planned services.
• Enter a short text to describe the overall services performed. • Be sure that the costs are assigned to cost centers.
• Choose Service Selection and choose all of the services.
• Adjust the quantities. Can you increase the quantity beyond the order quantity? _________________________________________________________
• Find the Tax column and set the tax code to 0i (no tax).
• Accept the service entry sheet if it does not need approval. Note the traffic light color before and after.
Save the service entry sheet. ADD it to the data sheet.
Service entry sheet number: _____________________________________
1-3 You want to enter unplanned services next. Recall the purchase order number from the
Value Limits unit. Follow the same procedure as for the last service entry sheet. The
account assignment category is Cost Center. Enter these services:
First line: First service master number, quantity 100 or less. The cost center is
4110.
Second line: Second service master number, quantity 100 or less.
*Test several combinations by raising or lowering the price and quantity.
Can you exceed a net value of 7000 UNI?
_____________________________________________
Third line: Enter a description to represent the supplies used. Enter a quantity and price that fit within the Overall limit and Other limit.
Accept the entry sheet, if possible, but do not release it. Save the service entry sheet. ADD it to the data sheet.
Service entry sheet number: _____________________________________ 1-4 Release any entry sheets if they need approval.
1-4-1 Release the entry sheets in your capacity as the person with technical
responsibility first, release code FA. Select by entering your purchasing group number.
1-4-2 Release the entry sheets in your financial capacity second, code KA. 1-5 Display one of your service entry sheets.
1-5-1 What color is the traffic light now, if it has been accepted or approved? _____________________________________________
1-5-2 Display the purchase order history. How many documents were created? Why? ______________________________________________________ 1-5-3 Display the purchase order. Does the R/3 System display the actual values for a
service line? _________________________________
______________________________________________________ 1-6 View these reports:
1-6-1 The List displays for purchase orders for external services, to view the status of several purchase order quantities.
1.6.3 The List Analysis, for service entry sheet status.
1-6-4 A Logistics Information System Standard Analysis for services from your two suppliers, T-K40A## and T-K40B##. Display the data graphically. Choose key
figures to display additional data.
*1-7 Find the purchase order number from the Service Specification unit. Select from the tree or enter in Other Purchase Order. Choose Entry sheet → Create → With Planned Services. Specify 50% as the percentage performed. Check the services and
quantities by expanding the services to a full screen and selecting each level of the outline. Save it.
Service entry sheet number: _____________________________________
Unit: Entry and Acceptance of Performed Services
1-1 Select Other Menu.
Select Activity group SAP_MM_SE_CLERK. Select Assign Users.
Enter your Logon user ID and select Add users.
Choose Yes to Generate profile and compare user masters. Select User Menu to call up the extended user menu. 1-2 User menu: Service entry sheet
Either select your purchase order from the Document Overview list, or select Other
purchase order and enter the number.
Choose Create if you want to select the services performed, or choose Entry sheet →
Create → With Planned Services to copy all services with the percentage performed.
Enter a short text, account assignment Cost centers, and choose Service Selection if
there are no services.
Select all of the services and Adopt them.
You can NOT increase the quantities above the order quantity, depending on the settings in Customizing for system messages.
Set the tax codes to 0i.
The traffic light is red before acceptance, yellow when accepted. Accept if the total is less than 2000. Save.
ADD it to the data sheet.
Service entry sheet number: _________________ 1-3 User menu: Service entry sheet
After entering a planned service, an unplanned service from a contract, and an unplanned service not known until the service entry sheet, accept it and save it.
ADD it to the data sheet.
Service entry sheet number: _________________
Purchasing Group: Y##
Choose Execute.
1-4-2 Release code: KA
Purchasing Group: Y##
Choose Execute.
1-5 User menu: Service entry sheet 1-5-1 The traffic light is green.
1-5-2 Environment → Purchase order history At least two documents were created. • An entry sheet (SEnt)
• One or more Acceptance documents (GR)
1-5-3 From the Display Entry sheet screen, select Display next to the purchase order number.
Select a service line, select Detail and choose the Statistic tab.
To display the comparisons of planned versus actual values, select Full screen:
Services, Outline on, and Outline → Total values.
1-6
1-6-1 Standard SAP menu: Logistics → Materials management → Purchasing →
Purchase order → List displays → External services → by service
Enter purchasing group Y## and choose Execute.
1-6-2 Standard SAP menu: Logistics → Materials management → Purchasing → Purchase order → List displays → External services → Planned/actual comparison
Enter purchasing group Y## and choose Execute.
The traffic lights are green when the complete quantity has been processed, yellow for partial processing, and red if that process has not yet occurred. 1-6-3 Standard SAP menu: Logistics →Materials management → Service entry
sheet → List Analyses → For purchase order
Enter purchasing group Y##, select All and All, and Execute.
A red light indicates that it has not been accepted – a green light indicates that it has been accepted.
Standard Analysis → Service
Select the Graphics icon and the Choose key figures icon to explore some of the possibilities. Try others.
*1-7 User menu: Service entry sheet Display all four levels of the outline.
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Vendor Invoices with Reference to a Purchase Order or Service Entry Sheet
Evaluated Receipt Settlement (ERS)
Invoice Verification
Contents:
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At the conclusion of this unit, you will be able to:
Invoice Verification: Unit Objectives
Create an invoice from the service entry sheet data
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