Order Split

This function enables you to split jobs in a VSS order among multiple bill-to parties on the basis of a percentage or fixed amount.
You can perform this function in the following situations, for example:

• If only part of the repairs was carried out
• If more than one bill-to party exists
• If part of the invoice is settled by goodwill or warranty

You can use this function in the sales order and the service order. For more information, see sales order split and service order split.

Prerequisites

Before you split an order item, you have assigned the order item to a job.
For the fast split (see paragraph "Features"), you have defined a split indicator with default values, for example order type, bill-to party and percentage split amounts on the SAP Easy Access screen under Vehicle Sales and Service > Master Data > Order Split > Split Indicator.

Features

For each bill-to party, the system generates a split order with its own pricing, that is, also for the sold-to party from the order header. A split number is assigned for each split order. A split order consists of a split header and split items.
In the split header details, you can, among other things, specify an order type for this split order as well as the allocation of the following services to the bill-to party:

• Labor values
• Parts
• Other services

Each split header displays the total amount and the split amount according to service. During pricing, the system takes into account pricing conditions of the bill-to party, such as discount or surcharge, that are stored in the master data.
You can enter a different billing date in the order header for split one. For each additional split, you can enter the different date in the respective split header. So you can carry out the billing for each split on a different calendar day.
The split items represent all order items of a specified job. The following data is displayed for each bill-to party:

• Base amount of the order item
• Split amount as a fixed amount
• Split amount in percent

As soon as a split order has been billed, the system locks the associated split amounts. If more than two split orders exist, you can change the split amounts of the split orders that have not yet been billed; the system continues to take the locked split amounts into account during costing.

Status of the Sold-To Party and Additional Bill-To Parties

The sold-to party from the order header has a particular status in the order split:

• He or she is always displayed as the first split header, that it, with split number 1.
• The first split header cannot be deleted.
• Provided that no additional bill-to party is added, the sold-to party is always assigned 100% of all services.
• For the sold-to party, the system calculates the differences in the sold-to party's split order on the basis of the entries for the additional bill-to parties.
• The system considers manual prices, discounts, and surcharges for the sold-to party's split order only.

You can specify various internal and external bill-to parties as additional bill-to parties. You can also create additional split orders for the sold-to party from the order header.

Splitting Options

You can split amounts as follows:

• For each job

If you specify a fixed amount or percentage rate in the split header details, the system calculates this amount or percentage rate for all labor values, parts, or other services in the entire job.

• For each order item in the job

If you specify a fixed amount or percentage rate in the split items, the system calculates this amount or percentage rate for the relevant job items. In doing so, the system adjusts the split amount in the split header details accordingly.

You can add manual texts or standard texts to orders to explain the job; when the order is split, these texts are then displayed on the invoice for each split order.

Fast Split
You can create a split that uses predefined values, which you have defined in the split indicator. When you add a job to a VSS order you can assign a split indicator to it. The system uses the predefined values from the split indicator, when you create a new split for this job.

Activities

To split an order, you enter on the Split tab the order type, the bill-to party, the calculation type for split and the header's percentages and assign the job(s) to the newly created split. You can change an existing split by double-click the split header in order to copy the data to the split header details and process it. To add an additional bill-to party, create a new split header and assign the job(s) to it.

Example

The dealership Flitzer Repairs and Sales sells vehicles manufactured by the OEM Flitzer and receives a service order for the inspection of a three-year old vehicle with 35,000 km on the odometer. During the inspection, it is noted that the exhaust pipe has to be replaced and the wiring of a loudspeaker, which was built in as an extra in the workshop two years ago, has to be replaced.
The three jobs are split as follows:

• Job 1 Inspection: This is partially charged to the customer and partially paid by the OEM Flitzer.
• Job 2 Replace Exhaust Pipe: This is split according to percentage rate. Due to that fact that only 35,000 km are on the clock, OEM Flitzer agrees to pay for the parts and the customer pays for the labor.
• Job 3 Wiring of Loudspeakers: This is split according to percentage rate. Since the faulty wiring was due to bad workmanship in the workshop, and the customer was also partly to blame, since he or she used the loudspeakers incorrectly, the workshop and customer agree to share the costs equally.

First of all, the system assigns 100% of the services in the appropriate jobs to the customer as the bill-to party; the same order type as for the order itself, in other words, the order type Service Workshop, is used here.
Create the split 2 choosing the order type Service Workshop (Warranty) and enter the OEM Flitzer as the external bill-to party. Assign job 1 and job 2 to this new created split and allocate the percentages on the job level in the following way:

• Job 1 Inspection
  • 60% Labor
  • 60% Parts
• Job 2 Replace Exhaust Pipe
  • 0% Labor
  • 100% Parts

The system automatically allocates the difference to the customer's split as follows:

• Job 1 Inspection
  • 40% Labor
  • 40% Parts
• Job 2 Replace Exhaust Pipe
  • 100% Labor
  • 0% Parts

Create the split 3 choosing the order type Internal Order and enter the workshop as the internal bill-to party. Assign the job 3 to the new created split, and then allocate 50% of the costs for all services to the workshop. The system automatically allocates the difference, in other words, the remaining 50%, to the customer.

The example described above is depicted in the following figure: