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C69 - Service Order Management (ERP Integration)

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Presentation on theme: "C69 - Service Order Management (ERP Integration)"— Presentation transcript:

1 C69 - Service Order Management (ERP Integration)
Process Diagram EHP3 for SAP CRM 7.0

2 C69 - Service Order Management (ERP Integration)
SAP Customer Relationship Management C69 - Service Order Management (ERP Integration) SAP ERP Service Employee Service Manager Service Technician Service Employee A Create Quotation B Check Quotations Items Send Quotation to Customer B Convert Quotation to Service Order and Release Create Internal Order* C Assign Service Item(s) to Service Employee(s) Icon Legend Fulfill Service Onsite Icon Name UI Path: Service Orders → Create Order Quotation UI Path: Service Orders → Search Order Quotation UI Path: Resource Planning → Search: Resource Planning UI Path: Resource Planning → Search: Assignments Transaction: VF04 Transaction: VF05 Dynamic RFC – C71 * Step only occurs if the processes have been configured in ERP D Create Service Confirmation A 1 Time Sheet Update* B Create Sales Order C D Post Goods Issue* E E F Create Billing Document 1 F Send Invoice to Customer

3 Process Diagram Legend
Lane Process Step Interface Manual Process Step A Optional Manual Process Step A Process Step is not part of the RDS scope 1 A User Role Software product (PPMS) A User Interface (UI) 1 Process Step (manual or automatic) A 1 Optional Process Step (manual or automatic) A 1 1 Mail 1 A2A/B2B Message Automatic Process Step 1 Optional Automatic Process Step 1 1 Batch Script Process Step outside SAP software Optional Process Step outside SAP software Process steps outside SAP software are not in RDS scope Connection Link Sequence flow Page link Bridge (000) Link to other process diagram Helper Line on one side of bridge (straight connector) Helper line without arrow head Helper line for complex lines (square with height zero)

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