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SAP Customer Service Training Overview

Jul 15, 2024

SAP Customer Service Training Overview

Introduction

  • Purpose: To train individuals on the Customer Service (CS) module in SAP to enable effective roles in organizations.
  • Trainer: Kareem, with 40+ years of experience in SAP, expertise in SD, CRM, CS, and marketing modules.

SAP CS Overview

  • Integration with Other Modules: CS can't work without integration with modules like SD (Sales and Distribution), MM (Material Management), PP (Production Planning), and FI (Finance).
  • Key Areas: Integration, Creating Master Data, Serial Number, Equipment Number, Functional Location, Install Base.

Master Data in CS

  • Customer Master Data: Linked with SD.
  • Material Master Data: Linked with MM.
  • Work Center, Cost Center, Activity Pricing: Linked with PP, FI.
  • CS-Specific Master Data:
    • Serial Number
    • Equipment Number
    • Functional Location
    • Install Base

Service Notification

  • Purpose: Records customer information and issue details.
  • Customization: Varies by company, but primarily captures customer, product, issue, and repair details.
  • Importance: First document in CS processes, crucial for customization.

Key CS Processes

  1. In-House Repair Process:

    • Service Notification → Repair Order → Return Delivery → Service Order → Delivery → Billing (Resource-Related Billing).
  2. Equipment on Loan:

    • Used when customer needs a temporary replacement. Includes pickup delivery after repair.
  3. Repair at Site Process:

    • Service Notification → Service Order → Advanced Shipment (for components) → Service at Customer Site → Billing.
  4. Annual Maintenance Contract (AMC):

    • Automated service order creation based on scheduled maintenance.
    • Uses maintenance scheduling with contracts.
  5. Sale of Service:

    • Combines product sale and service. Service order created directly from sales order for service items.
  6. Spare Parts Sale:

    • For missing or damaged items during delivery. Service Notification → Sales Order → Delivery → Billing.

Customizations and Integrations

  • Repair Procedure: Controls flow from one document to another (e.g., from repair order to return delivery).
  • DIP Profile (Dynamic Item Processor): Crucial for managing planned and actual costs in service orders.

Handling Warranty

  • Warranty Master Data: Linked with equipment and serial numbers.
  • Pop-Ups: Notifications about warranty status upon service notification creation.

Class Specifics

  • Sessions recorded and accessible for future reference.
  • Minimum 20 hours of training.
  • Emphasis on deep customization understanding and process flows.
  • Provision of system access for practice.