Field Service
Parts Orders/Quotes
Business Intelligence
CP Receipt
CP Repair
100
What is the order type used? VA01-Sales Order
ZFS
100
Sold-To numbers change in Optimus? True or False
False-they are the same but some cleaning has been done (i.e. removed duplicates and inactive accounts)
100
Information retrieved from BI is "Real Time?"
No, BI is refreshed 3 times a day.
100
The CP receipt transaction looks totally different than in Legacy? True or False
False-it is very similar to the look in legacy
100
When is the Sales Order (62xxx) created for the RGR process?
At CP Receipt
200
How many Service Orders (SP_) can be entered on one sales order?
As many as required.
200
The process for Quotes and Lose Parts Orders changes greatly from the legacy process? True or False?
False-Some minor changes is all!
200
Can BI reports be exported to Excel?
Yes, they can.
200
The CP Receipt transaction is in both the GUI and Portal....kind of
True. We are in the GUI but it looks and feels like Portal (no backspace, no icons)
200
What document is used to collect cost in the RGR process?
The Service Order (4xxx) collects cost.
300
Components cannot be entered on a ZFS Sales Order (SAP wise, not Divisional)? True or False
False-SAP allows components but OSS will not typically do this.
300
Can Sections be entered on a Quote in Optimus?
Yes
300
Explain how to remove a column from a report? (i.e. if Sales Organization is not needed, how can it be removed?)
Click on the column header, drag it off the report until you get an X, then release.
300
The only Customer Property Stock Status report is in BI? True or False?
False, ZQTC-CPM2 is now in SAP-ECC and is real time.
300
Describe the process that replaces ZW31/IW31 in Optimus.
The Service Product (SP-) line is entered on the Sales Order, it creates the Service Order in the background.
400
Invoice to the customer is created via DP90 in Optimus? True or False?
False! Invoice is created from the Sales Order in Optimus.
400
Valid From and Valid To date fields are required in Quotes?
True-This is a new requirement
400
Can saved variants be shared with other users? Has this always been available to users?
Yes, If a Level 2 user saves a variant in the shared folder, other users can run this variant. This is brand new functionality.
400
Can you change a serial number if there was a typo when received? Bonus-Another candy if you can tell how.
Yes the serial number can be changed. Bonus-From ZQTC_CPRECEIPT, select the line and Change Receipt button.
400
Explain the importance of maintaining the Equipment Record (IE02). Which two numbers are used to create the Equipment Record?
The Equipment Record history shows all repair and movement history of that part number. Part number + Serial number=Equipment Record
500
What are two of the three ways to find your 4xxx number (service order) from the sales order?
1. Document Flow, click on Sales Order number then Service Documents. 2. IW32 Immediately after saving the Sales Order. 3. Double click on the SP line, click Schedule Lines and the Service Document button.
500
What order type is used for a new Parts Order? Is this the same order type as legacy?
ZOR and No!
500
Name some of the differences between the Detailed Customer Backlog report and Customer Backlog Report.
1. Detailed report links to SAP-VA03 2. Detailed report shows to the line item level and the other does not.
500
Name 3 transactions completed in the background when the Fast Entry or ZQTC_CPRECEIPT transaction is used?
VA01 VA02 VL01n VL02n IE01 IE02
500
It is suggested that you receive 10-12 lines of CP on a receipt. True or False
False! Too many lines to manage on the ZIH Sales Order.
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