This flowchart (with user roles) illustrates the process for procuring external services or setting up Annual Maintenance Contracts in SAP PM. It shows the steps from identifying the need for external service to the final invoice payment.
Detailed explanation:
🔧 Maintenance Order: The process begins with a Maintenance Order, typically created by the Maintenance Supervisor. This order identifies the need for external service or an AMC.
📝 Create Service Purchase Requisition: The Maintenance Team creates a Service Purchase Requisition (PR) based on the maintenance order.
✅ PR Approval: The PR goes through an approval process. If not approved, the process loops back for revision or ends.
🛒 Create Purchase Order: Upon PR approval, the Maintenance Team creates a Purchase Order (PO) for the service or AMC.
✅ PO Approval: The PO goes through an approval process. If not approved, it’s sent back for revision.
📤 PO Transmission & Print: Once approved, the PO is transmitted to the vendor. A hard copy of the PO is printed for record-keeping.
📧 Email To Vendor: An email is sent to the vendor with PO details.
📋 Service Entry Sheet and Acceptance: After service completion, the Maintenance Team creates a Service Entry Sheet. This document confirms the receipt and acceptance of the service.
💼 Invoice: The vendor submits an invoice for the provided service.
💰 Invoice Payment: The Accounts Team processes the payment for the invoice.
Key Features of External Service/AMC Procurement:
- Facilitates engagement of specialized external services
- Includes approval workflows for both PR and PO
- Incorporates service acceptance and invoice processing
- Can be used for one-time services or recurring AMCs
This flowchart emphasizes the structured approach to procuring external maintenance services, ensuring proper approvals, documentation, and financial processing.
Relevant SAP PM resources for external service procurement:
