I recently got an email from an old friend. He started to describe a process that his current client wanted to do, and as soon as I read it, I knew he was talking about the Exchange (advanced exchange, etc.) process. So I thought I’d go over the basics of how to set this up:
1. Define Repairs Procedure – you will need a new repair procedure that includes
action 106 in stage 101, as a default. This will place the exchange line on the
sales order upon creation. See the sample below.
2. Define Item Categories * – you will need a new item category for the top level
to point to your new repair procedure.
3. Define Item Category Groups * – you’ll want a new item category group to
assign to the correct material to kick off the exchange process
4. Assign Item Categories *
5. Transfer of Requirements * – be sure to go through all 3 pieces of configuration
in this section. This is how you link your service order to your sales item
categories.
6. Create your Service Material with the newly created item category group.
7. Create/Process Service Products – this will link your service material to a
plant/work center/task list.
I do want to mention, that in addition to this, you’ll need to test the movement type
of 411-E. Since the customer’s equipment will still be processed and brought into
customer stock, you will need to perform this movement on the equipment to bring it
back into your rotable stock so it can be shipped to the next customer as an
exchange.
If you need more in-depth, check out my book. It goes into the details of how to configure all the pieces in service management.
thanks for reading,
As always, thanks for reading and don't forget to check out our SAP Service Management Products at my other company JaveLLin Solutions,Mike