7/17 SAP Z-Task Workflow for CSR Training

These 20 flashcards review the key SAP Z-tasks, their purposes, and who is responsible at each step of the Honeywell CSR repair process.

Who must manually add the Z114 Pricing Requirement task?

The technician (shop) manually adds it.

What is the purpose of the Z115 “Estimate Review Required” task?

To notify the CSR that the unit has been priced, list the actual price, and signal that the SAP quote can be sent to the customer.

After receiving a Z115 task, which two documents must the CSR save and email to the customer?

The SAP quote and the CAFE (findings) report.

Which Z-task represents the completed CAFE report on a notification?

Z113 – CAFE Report

Which Z-task tells the pricing team that an evaluation is finished and pricing is required?

Z114 – Pricing Requirement

Who is responsible for closing the Z114 Pricing Requirement task once pricing is finished?

The pricing team.

Which Z-task is used when a unit is to be scrapped on-site and not returned to the customer?

Z122 – Scrap Action & Review Required

When a customer approves an exchange, which Z-task must the CSR open after closing Z104 (Exchange Available)?

Z126 – Exchange Approved

Which dual-purpose Z-task indicates a unit is ready either for sales-order creation or for release to the shop for evaluation?

Z128 – Ready for Release

Who closes the Z128 Ready for Release task?

The shop (not the CSR).

Which Z-task communicates that the PO is funded, flow-down information is complete, and the unit is ready to be repaired and shipped?

Z129 – OK to Proceed

Before assigning a Z129 task, what key items must the CSR have on file?

A funded PO, customer quote approval (if required), and validated sales-order details.

Who is responsible for closing the Z129 OK to Proceed task?

The shop.

What Z-task allows the shop to escalate issues to the CSR that must be resolved before work can continue?

Z135 – Escalation to CSR

Which Z-task places the order on hold because Honeywell is waiting for customer quote approval?

Z136 – Quote Approval Pending

After a Z136 task is closed with customer approval, which task is generally created next to allow repair work to begin?

Z129 – OK to Proceed

Which Z-task is used by the CSR to escalate or flow information back to the shop regarding order issues or required actions?

Z141 – CSO to Shop Escalation

What Z-task indicates that critical information is still needed from the customer and work cannot continue until it is received?

Z146 – Customer Follow-up Required

Which auto-created Z-task shows that the customer must pre-pay before work begins and is only closed after payment is confirmed?

Z151 – Prepayment Order Follow-up