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Learn more about tools in the official SAP FSM documentation: https://help.sap.com/viewer/fsm_mdm/Cloud/en-US/tools.html?q=tools |
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Tool Assignment and Reservation is an SAP FSM feature used to manage and reserve tools for use in activities.
Source: https://docshelp.coresystems.net/workforce-managementsap.com/viewer/fsm_plan_dispatch/Cloud/en-US/tool-assignment-reservation.html?q=tool%20assignment
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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Enable
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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.
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Reserve tool
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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.
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Attempt to book tool when releasing
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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.
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Alert when releasing activity with unreserved tools
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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.
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CRUD
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Business Object
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Operation Permission
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Read, Update
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Activity
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OWN or ALL
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Read, Update
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Equipment
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OWN or ALL
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Read, Update
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ToolAssignment
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ALL
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Create, Read, Update, Delete
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ReservedTool
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All
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Create, Read, Update, Delete**
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UsedTool
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ALL
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Under transaction: /PACG/ECM_EODEF - ERP Object Definition, maintain Tool Assignment as an ERP object.
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Under transaction: /PACG/ECM_CMSGTYPE - External Message Type Definition, maintain the external message types TOOLASSIGNMENT and USEDTOOL.
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Under transaction: /PACG/ECM_EOAS - Object Assignment, maintain ERP object ID TOOLASS.
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Outbound and Inbound IDOC and class definitions, should be all prepopulated via the set-up program.
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Under transaction: /PACG/ECM_PLAS - Plant Assignment, maintain ERP object ID ITEMTOOL for each relevant company.
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Under transaction: /PACG/ECM_NOAS - No Object Assignment , for each relevant company maintain ERP object ID TOOLASS.
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In terms of master data, the main requirement is it must be possible to maintain and send tools of the type material and equipment from SAP ERP to FSM.
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There is no fixed or specific general set-up or material type required for the material master record which represents a tool. The prerequisite is that the 'Prod.resources/tools' view is active and maintained.
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Serial Number
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The serial number for the equipment/item tool.
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Name
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The name of the tool.
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Status
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The current status of the tool. Options include Active or Inactive.
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Remarks
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If applicable, any remarks associated with the tool (example: must be recharged after 12 hours usage).
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Skills
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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.
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Attachments
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If applicable, any attachments associated with the tool. By selecting the + button, you can upload an attachment from your local machine.
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For a tool equipment master records to be recognised as relevant for send from SAP ERP to FSM, per country, the specific equipment category type/types which will represent tools need to be maintained and flagged as 'Is Tool' in the SAP FSM cloud connector configuration (transportable setting) via transaction: /PACG/ECM_CINC01 - Included types of equipment. The image below shows an example of the configuration.
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The 'PRT data' view for the equipment category is active and maintained.
The material code used in the 'SerData' of the equipment must be that of a tool material master record (which has the 'Prod.resources/tools' view maintained).
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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Master Data
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