PROCESS PROCEDURE
Create Service Notification
Version: ERP(IS-U):
6.07
Status:
Checked:
Version History
Version
01
Date
01.09.2014
Description
Original
Prepared by
Vlad Aron
Reviewed by
Diana Coloja
Approved by
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
Notification
Type
Reference
Notification
Description
Notification
Type
Notification
R/O *
R
O
User Actions and Allowed Values
Select a value from the drop down list (type Z*)
Remarks
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
Description
Description
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R/O
*
R
User Actions and Remarks
Allowed Values
When creating a work order for the
Enter a brief
description of the
long text window icon
. The
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first time click the Show
Long Text Window is
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reported problem in
the Short text field
Sold-to
party
Sold-to
party
R/
O
Pur. order
Protocol
number
Protocol
date
Functional
location
O/
R
O/
R
O/
R
Purchase
order date
Func. Loc.
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.
Select a value for
the client code
from the drop
down list
Insert a protocol
number
Insert a protocol
registration date
Select a value If outstanding notifications exist for the selected
from the drop reference object (functional location/equipment),
the following screen will be displayed:
down list
Press Enter key or click on the check mark
Equipment
Equipment
Coding
Coding
Long text
Long text
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Select a value
from the drop
down list
Select a value
from the drop
down list
Insert additional
details regarding
the
problem/address
etc.
icon
to get to be redirected to Create
Service Notification <description of the work
notification type> screen
Same as for functional location
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Object part
Object part
Defect
type
Defect
type
O/
R
Text
Text
for
defect type
Cause
code
Cause
code
Priority
Priority
O/
R
Select a value
from the drop
down list
Select a value
from the drop
down list
Insert additional
details regarding
the
reported
problem
Select a value
from the drop
down list if the
field is not filled
Select a value
from the drop
down list
Most of the times, when the notification is
created from Customer Interaction Center this
value will be brought from the contact
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 dont want the execution date to
be reset according to priority
Required
start
Required
start
Required
end
Required
end
Select a date to
specify when the
activity
should
start
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
Country
Description
Country
R/O *
R
User Actions and Allowed Values
Select BG from the drop down list
Remarks
*R Required, O Optional
Click More fields
button to expand address screen:
Enter the field value according to the following table:
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Field Name
Description
Name
Building code
Room
Floor
c/o
GIS
address
code
Building name
Street
House number
Name
Building code
Room
Floor
Entry number
GIS address code
Building name
Street
House number
R/O
*
O
R
O
O
O
O
A value is to be entered
It is automatically filled if has been
defined at street level, if not, a value
is to be entered
It is automatically filled if has been
defined at street level and city, if not,
a value is to be entered
It is automatically filled if has been
defined at street level, if not, a value
is to be entered
It is automatically filled if has been
defined at street level, if not, a value
is to be entered
It is automatically filled if has been
defined at street level, if not, a value
is to be entered
A value is to be entered
Postal code
Postal code
City
City
Region
Region
Reg. Struct. Grp.
Telephone
Telephone
Remarks
is to be entered
is to be entered
is to be entered
is to be entered
is to be entered
is to be entered
A value is to be entered
Select a value from the drop down list
A value is to be entered
Additional
address 1
Additional
address 2
District
Struct.
A value
A value
A value
A value
A value
A value
O
R
R/
O
O
Additional
address 1
Additional
address 2
District
Reg.
Grp.
User Actions and Allowed Values
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
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For notification type Z9-Written correspondence an additional custom tab was defined
Answering dates:
Enter the field value according to the following table:
Field Name
Date
of
temporary
answer
Date of final
answer
Description
R/O * User Actions and Allowed
Values
Date
of
O/R Select a date when the temporary
answer was sent
temporary
answer
Date of final
O/R
Select a date when the final
answer
answer was sent
Remarks
When user status Temporary
answer sent is set, this field is
mandatory
When user status Executedanswer 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
Funct
Description
R/O *
Function
Partner
Partner
User Actions and Remarks
Allowed Values
Select a value from
the drop down list
1.Select field and click the match code
Select a value from
the drop down list
2.Select Structure search option
3.Choose a generc search term
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4. Expand the structe and then select the
desired entry
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
Code group
Code group
Task code
Task code
Task text
Task text
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R/O * User Actions and Remarks
Allowed Values
O
Select a value
from the drop
down list
O
Select a value
from the drop
down list
O
You may input
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additional
information
regarding
the
work that needs
to be done
Task
processor
Responsible
Task
processor
Responsible
Planned
start date
Planned
start date
Planned
start time
Planned
start time
Planned
finish date
Planned
finish date
Planned
finish time
Planned
finish time
Completed
by
Completed
by
Completion
date
Completion
date
Select a value
from the drop
down list
Select a date
when the task
processing should
start
Select the time
when the task
processing should
start
Select a date
when the task
processing should
finish
Select the time
when the task
processing should
finish
Fill
information
regarding
the
person that has
completed
the
task
Select the date
when the task has
been completed
It is better to insert this information at the
notification header level!!!!
It is better to insert this information at the
notification header level!!!!
*R Required, O Optional
Click on Save icon
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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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