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:

1. Create a service order (transaction /DBE/ORDER01) containing jobs with labor, parts, and expense items.
2. Process goods movement and cost booking for work items.
3. On the Split tab page, you can see that split number 0001 was automatically created for the sold-to party of the service order.
4. Create a new split by choosing the Create Split Header button in the Split Overview screen area and fill in the necessary information at split header level (for example order type, sold-to party). Choose the Enter pushbutton.
5. As the jobs shall be split with different percentage, no data is entered for the split percentage at this time.
6. Select the service order jobs you want to split (job 1 and job 2) and enter a 40% split percentage on job level for job 1 and 80% split value on job level for job 2. Choose the Enter pushbutton.
7. The system calculates the split according to the percentage values you entered.
8. In the split overview, you can see that the prices are determined individually for each split. In this example, the price for the battery is EUR 60 for the pricing relevant partner in split number 1, but only EUR 50 for the pricing relevant partner in split number 2.
9. Example calculation of the net value for the battery in job 2 of split 2: 80% of the EUR 50 base amount = EUR 40.
10. The percentage value of all items totals 100%.
11. Choose the Create Billing pushbutton and select the splits and jobs you want to bill. Select job 1 and 2 of split number 2.
12. The document flow shows that split number 2 has been billed.