This solution's article goes over the steps to cancel a Service Confirmation.
Once a Field Ticket or Work Order is approved in FieldVu, a service confirmation will be created in SAP.
If Services have been rendered for a Service Order that isn't selected for FieldVu or a Sales Order, notes have been placed for sections that you can skip that only apply to FieldVu.
If a Invoice was created from the Service Confirmation, it will need to be cancelled before proceeding.
To view and access the Service confirmation that is created you’ll need to go to the “Field Service and Repair” work center in SAP.
Work Center: Field Service and Repair
View: Service Confirmations
- Click “Field Service and Repair” work center
- Click the “Service Confirmations”
Clicking “Service Confirmations” will bring up the “Field Service and Repair – Service Confirmations” screen, which should look like this screen below….
To find the service confirmation that was created…
- You can use the search function to search by the confirmation number
- You can also click the filter icon to use the filter search to search by account, subject, or product.
- Once you’ve pulled up the service confirmation, it will be in a “Finished "status with an Invoicing Status of “Not Started”.
- Clicking “Edit” while the line is selected or click the service confirmation ID to open the Service Confirmation
FieldVu Only Section
If you run into any issues in FieldVu, where a Service Confirmation is created without approving the Field Ticket or Work Order. You can find the Service Confirmation number by following these steps while in the Advanced filter search menu like the picture above.
a. Select the "Subject:" search field
b. Enter either "Field Ticket XXXX" or "Work Order XXXXX" (XXXX representing the WO/FT numbers)
c. The Service confirmation will appear that is associated with the WO or FT
Once you've selected the Service Confirmation and arrive at the Service Confirmation page, you'll need to verify if there are any products still in a "Not Started" status to remove them before you are able to cancel the service confirmation.
You'll click on the "Service and Spare Parts" tab, select the products and click the "Remove" button while the line is highlighted. Then click the "Save" button and proceed to the "General" tab.
a. Select the "Services and Spare Parts" tab
b. Select any lines that are still in the "Not Started" status
c. Click the "Remove" button to remove them.
d. Click the "Save" button
e. After saving, proceed to the "General" tab
On the general page, you will now cancel the service confirmation.
FieldVu Only Section
To avoid having to create a new Field Ticket or Work Order in FieldVu, you'll need to adjust the "Subject:" field. The subject field is how FieldVu determines if there is already a Service confirmation associated with it.
Select the "Subject:" field, then input any characters or wording after the "Field Ticket XXXX" or "Work Order XXXXX". In my example, I add " - SC Cancelled" at the end, however you can add any characters.
Once you've added some wording to the "Subject:" field, then select the "Reason for Rejection:" drop-box and select a reason for rejection.
a. Select the "Subject:" field box and enter characters after "Field Ticket XXXX" or "Work Order XXXXX"
End of FieldVu Only Section
After selecting a "Reason for Rejection", then click the "Save" button to officially cancel the service confirmation.
b. Select a "Reason for Rejection" from the drop-down box
c. Click the "Save" button.
The Service Confirmation is now cancelled
Works Orders and Field Tickets can now be re-approved.