Create Service Organization

Explanation

This activity is used to create a Service Organization. A Service Organization exists inside a company and is the owner of the Requests, Request Contracts, and Request Quotations, and offers services defined in the Service Catalog. On the Service Organization header, Sites can be connected to define the Logistics, Sales and Work Owning Sites - representing the site values for parts, sales, and work task ownership respectively:

A Service Organization must be created with a default Owning Site, Logistics Site and a Sales Site.

• Work Owning Site: The default owning site that is set as the Work Task Site on Work Tasks related to the Request.

• Logistics Site: The default Logistics Site governs the Part Site on Material lines on a Work Task (unless an Alternative Logistics Site has been defined on the Service Delivery Unit).

• Sales Site: The default Sales site that governs the Sales Part Site of the Request.

There can be one or many Service Delivery Units defined on a Service Organization to handle the delivery of work. A Service Delivery Unit (SDU) is a unit that defines the ownership of the Work Tasks, related to Requests. Each SDU can have a reference to the timezone in which it operates.

You can create new Service Organization via the New Service Organization assistant by entering Service Organization ID, Company, Work Owning Site, Logistics Site, Sales Site and add one or more Service Delivery Units. The company will filter the values in Work Owning Site, Logistics Site and Sales Site. When you add Service Delivery Units, the Maintenance Organiation Site and Delivery Unit will be filtered based on the Company.

When a Service Delivery Unit is added for a Service Organization, it is possible to define an Alternative Logistics Site. For Work Tasks created for the Service Delivery Unit, the Alternative Logistics Site will then override the Logistics Site defined in the Service Organization header.

Multiple Service Organizations can use the same sites for e.g. Sales Site, whereas Sites defined for Service Delivery Units must be unique.

Prerequisites

• Sites must be defined to add to the Service Organization and as Service Delivery Units.

System Effects

• As a result of this activity, a new Service Organization will be created with one or many Service Delivery Units.