This function enables you to bill or settle jobs in a service order to various internal and external bill-to parties. You can base the split on a percentage or a fixed amount. The service order split contains the necessary information for creating an invoice, internal billing, settlement, and warranty claims.
Integration
If you create a warranty order, the system automatically transfers the warranty category that is valid for this order to the order split and thereby also defines the associated original equipment manufacturer (OEM). If you split a service order among different bill-to parties, the system considers this split when it allocates the costs and revenues from the header internal order to the bill-to party internal orders.
Prerequisites
Before you split a service order item, you have assigned the service order item to a job.
Features
The features of a service order split are similar to those described in the order split. For a service order split, you select the jobs relevant for the split and define the split characteristics (other bill-to parties, split amount for the different item categories). For each bill-to party, the system creates a new split header with an own order type. Based on the selected order type and the entered sold-to party the system determines the correct pricing procedure and prices, and calculates the invoice amount according to the entered split.
Depending on the split type, the follow-up process involves either an invoice or a warranty claim. A released warranty split is the prerequisite for creating and processing a warranty claim. The system copies the split items into the warranty claim. For each invoice split the system creates a new internal order and settles the invoice amount and the according costs collected at the internal order of the service order to the second level (see Value Flows for Service Orders).
Activities
The activities of a service order split are similar to those described in the order split. You enter the default split values (either percentages or fixed amounts) and select the jobs you want to split between different bill-to parties. The system copies the entered default values to each selected job. You can change these values at job level. You can also move an item from a job that has been split to another job – but only in the case of a percentage split.
Example
For a service order, you want to create a split in the following way: 40% of job 1 and 80% of job 2 (labor values and material) to another customer (for example insurance company). You proceed as follows:
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