Use transaction /PACG/ECM_CL_PREF - Checklist prefilling configuration to automatically generate prefilled checklist instances for WBS activities. The instances will be filled with data retrieved from SAP ECC/S4 tables, based on configurable mapping. Build a set of rules based on which a checklist instance will be assigned to an activity.
To trigger generation of a checklist instance referring to an activity, the following criteria should be met:
The activity has status ‘OPEN’
The activity has a technician assigned
The conditions specified in the view cluster are met
Use the following structures dedicated to WBS to prefill checklists:
S_WBS_ACTIVITY – properties of the activity WBS, taken from table PRPS
S_WBS_SCALL – properties of the activity’s service call WBS, taken from table PRPS
Apart from these, the following structures can be used:
S_E4C_ACTI
S_EQ_OPER_EQUI (equipment from activity WBS)
S_EQ_OPER_EQUZ (equipment from activity WBS)
S_EQ_SCALL_EQUI (equipment from service call WBS)
S_EQ_SCALL_EQUZ (equipment from service call WBS)
S_FL_OPER_IFLOT (functional location from activity WBS)
S_FL_SCALL_IFLOT (functional location from service call WBS)
Fields ‘Excl. status’ and ‘1st operation’ in node ‘Technical cond assignment’ are not supported in WBS integration.
Condition search help was adjusted to WSB integration:
An example prefilled checklist
The following field mapping and assignment conditions are maintained:
An activity WBS with a person assigned is created:
A prefilled checklist is transferred to SAP FSM and can be found in the activity:
The values reflect properties found in table PRPS, for the service call and activity WBS (see the field mapping):