Accelerated and Simplified Processes for External Services


As of Release 4.0A, simplified processes are available, allowing you to speed up the procurement of external services.

Instead of first creating a purchase requisition for the services to be procured, then carrying out a source determination process, converting the requisition into a PO or contract release order, and finally entering services actually performed with reference to the PO - as you would normally do - you can dispense with some or all of these steps.

You now have the following options:

Use of PM preventive maintenance (servicing) plan

As of Release 3.0, external services can be entered in a PM maintenance order.

As of Release 4.0A, you can store specifications for services or work to be performed on a periodic basis (such as weekly office cleaning or the half-yearly servicing of company-owned vehicles) directly in a PM preventive maintenance (servicing) plan. To do so, you use a plan of the category 'MM'.

The system automatically generates entry sheets at predefined intervals on the basis of this plan and the services specified therein.

The service entry sheets therefore need not be created manually. This means that no manual data maintenance is necessary until the time of service acceptance.

Use of invoicing plan

As of Release 4.0A, the invoicing plan is available for periodically recurring business transactions (such as rental or leasing transactions) or transactions requiring payment in stages (such as in plant construction projects). The use of invoicing plans enables you to minimize the time and effort involved in processing such transactions.

For more on this topic, please also refer to Release Notes
Invoicing Plan for Recurrent Procurement Transactions and Partial Settlement and

Simplified Procurement Using Blanket Purchase Orders.