[for more information refer to: https://docs.coresystems.net/workforce-management/tool-assignment-reservation.html]
Tool Assignment and Reservation is an SAP FSM feature used to manage and reserve tools for use in activities.
Source: https://docs.coresystems.net/workforce-management/tool-assignment-reservation.html
Tool Assignment | Booking of a tool against an activity. |
Tool Reservation | Direct booking of a tool (normally used for calibrations, certifications, etc, where the tool should not be used by any assignment). |
Offset | Refers to the offset in hours, with respect to the starting time and end time of the activity. |
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The following tool reservation settings are available:
Source: https://docs.coresystems.net/workforce-management/tool-assignment-reservation.html
Enable | Allows to enable/disable the tool functionality. Once enabled, it will be possible to see tools folder in the activity sidebar and add/remove/cancel tools. Tools will be as well displayed in the Master Data module. |
Reserve tool | In Cloud / In ERP: if set to "In Cloud" all the tool reservation will be handled in cloud. If "In ERP" then FSM will first validate if there are no tool reservations and if successful it will pass control to the ERP for the final booking. ERP will respond with a reservation or rejection. This will be persisted and visible on the activity sidebar under tools. |
Attempt to book tool when releasing | If an activity has tools in status OPEN or REJECTED, once the activity gets released the system will try to reserve the tools. Note that the activity will be released in any case, also in case some reservation requests will be rejected. |
Alert when releasing activity with unreserved tools | In case you want to be notified when releasing in case your activity does not have all added tools as reserved, you can activate this setting. |
Once the Tools have been enabled, a new tab is displayed in FSM Master Data.
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It's not possible to reserve tools in ERP until another company setting - CoreSystems.CoresystemsFSM.Tool.Reservation.Type is set to 'FSM-ERP' (default value: 'FSM').
Source: https://docs.coresystems.net/workforce-management/tool-assignment-reservation.htmlTo view the tools functionality on mobiles the following permissions are required:
CRUD | Business Object | Operation Permission |
Read, Update | Activity | OWN or ALL |
Read, Update | Equipment | OWN or ALL |
Read, Update | ToolAssignment | ALL |
Create, Read, Update, Delete | ReservedTool | All |
Create, Read, Update, Delete** | UsedTool | ALL |
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Tools records in FSM display the following information:
Serial Number | The serial number for the equipment/item tool. |
Name | The name of the tool. |
Status | The current status of the tool. Options include Active or Inactive. |
Remarks | If applicable, any remarks associated with the tool (example: must be recharged after 12 hours usage). |
Skills | If applicable, any skills associated with the tool. This skills tag is then used to filter technicians to ensure that the assigned technician possesses the required skills. |
Attachments | If applicable, any attachments associated with the tool. By selecting the + button, you can upload an attachment from your local machine. |
Source: https://docs.coresystems.net/workforce-management/tool-assignment-reservation.html
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If the tool is in the possession of a specific person, the person responsible should be assigned as a partner function against the equipment record. The person responsible partner number corresponds to the unique personnel number of the technician.
The person responsible partner relationship type is important as it is sent to the SAP FSM cloud and used to filter the available tools by 'Mine' within the FSM mobile application.
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The tools master data can be viewed via the Master Data module in SAP FSM WFM.
The image below shows an example of an equipment type tool in SAP FSM WFM. Note that the tools of type equipment are grouped under the material tool which they are based upon (derived from the 'SerData' information of the equipment record).
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