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Configuration Step

Customizing transaction

Corresponding sending transaction

Assign plants relevant for service order transfer. Service orders assigned to them can be transferred to a given FSM company (use object type ‘SERVICECALL’)

https:/PACG/ECM_PLAS - Plant Assignment/proaxia-prod-doc.atlassian.net/wiki/spaces/PFCC/pages/31952576

Maintain FSM-relevant service order types. Make sure to set them as ‘active’. Customize service order type-dependent settings, such as service call dates determination.

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Learn more about service call dates determination: https://proaxia-prod-doc.atlassian.net/wiki/spaces/PFCC/pages/1085374468/Activity+service+call+dates+mapping+SAP+FSM#SAP-%E2%86%92-FSM.1

https:/PACG/ECM_VSCTD - Service Call types definition or /PACG/ECM_SCTD_ALV - Service call types definition (ALV) /proaxia-prod-doc.atlassian.net/wiki/spaces/PFCC/pages/2094727169 or https://proaxia-prod-doc.atlassian.net/wiki/spaces/PFCC/pages/1851981877

/PACG/ECM_SCTMASTER - Service Call Type

Specify contact person source

/PACG/ECM_ACTIVE – General Properties of E4C Activityhttps://proaxia-prod-doc.atlassian.net/wiki/spaces/PFCC/pages/37135497, field ‘Cont. Person SO’ or https:/PACG/ECM_VSCTD - Service Call types definition/proaxia-prod-doc.atlassian.net/wiki/spaces/PFCC/pages/2094727169, field ‘ContactNotif’

Maintain default service call values, such as a customer or plant/work center for service calls created in SAP FSM/PACG/ECM_SCTDD – Service call type – Default values

https://proaxia-prod-doc.atlassian.net/wiki/spaces/PFCC/pages/37136282

Map SAP ECC/S4 service order priorities with FSM priorities

https:/PACG/ECM_SCPRIOMAP -SAP priority mapping/proaxia-prod-doc.atlassian.net/wiki/spaces/PFCC/pages/37136299

Optionally limit transfer of service calls to SAP FSM based on service order’s work center

https:/PACG/ECM_SCTD_WCE - Workcenter exclusion/inclusion for service calls/proaxia-prod-doc.atlassian.net/wiki/spaces/PFCC/pages/1203273736

Optionally limit transfer of service calls to FSM based on order’s planner groups

https://proaxia-prod-doc.atlassian.net/wiki/spaces/PFCC/pages/1994850321

Define which service order statuses make service calls relevant for transfer to FSM 

https:/PACG/ECM_SCREQ - System statuses for service call transfer/proaxia-prod-doc.atlassian.net/wiki/spaces/PFCC/pages/37135798

Define ERP-equivalents (code and description) of standard FSM service calls statuses (Ready to plan, Technically complete, Cancelled). Map SAP ECC/S4 statuses/user statuses of a service order to the FSM statuses

Make sure to map SAP statuses with their FSM counterparts manually also in FSM, otherwise new activities won’t be displayed on the activity list in FSM:

image-20240109-115201.png

https:/PACG/ECM_SCSTD - Status of Service Call/proaxia-prod-doc.atlassian.net/wiki/spaces/PFCC/pages/37135809

/PACG/ECM_SCSTD_STAT - Service Call Status

Transfer PM activity types as service call problem types. PM activity types are retrieved during problem type transfer for FSM-relevant order types (see /PACG/ECM_SCTD). 

/PACG/ECM_TRIG_SCPRT - Service Call Problem Type

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Service order operations (or operation’s requirement assignments - see: Multiple FSM activities for single SAP operation (requirement assignment integration)) are reflected in SAP FSM as activities. An additional, technical object comes into play - FSM activity created in SAP ECC/S4. At order save, FSM Cloud Connector attempts to create an FSM activity based on operations (and various customizing options, such as which order/operation dates to use). The activity can be displayed in IW33 via "Relationships" and are sent to FSM. After update in FSM, first the FSM activity object in SAP ECC/S4 is updated, then the operation. This intermediate object is necessary because not all FSM data can be translated into operation properties, and none of it should be lost. Activity generation depends on whether it's activated for a given order type and status. Operation’s control key also has impact on activity generation.

Configuration Step

Customizing transaction

Corresponding sending transaction

Status
titleFOR (S4)PACG 200 SP09 AND OLDER
Assign a default sales area for FSM activity generation and transfer for a given company (use object type ‘ACTIVITY’)

https:/PACG/ECM_SAASG - Sales Area Assignment/proaxia-prod-doc.atlassian.net/wiki/spaces/PFCC/pages/31952565

Make sure that FSM activity generation is enabled for the relevant service order type. Regulate whether FSM activities should be directly dispatched or released on the FSM planning board right after service order release.  Manage activity address source.

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Learn more about:

https:/PACG/ECM_VSCTD - Service Call types definition or /PACG/ECM_SCTD_ALV - Service call types definition (ALV) /proaxia-prod-doc.atlassian.net/wiki/spaces/PFCC/pages/2094727169 or https://proaxia-prod-doc.atlassian.net/wiki/spaces/PFCC/pages/1851981877

Make sure that FSM activity generation is enabled for the relevant service order status, field ‘Activity gen’

https:/PACG/ECM_SCSTD - Status of Service Call/proaxia-prod-doc.atlassian.net/wiki/spaces/PFCC/pages/37135809

Specify which control keys are relevant for activity transfer to FSM

https:/PACG/ECM_TKDEF - Control keys relevant for activity generation/proaxia-prod-doc.atlassian.net/wiki/spaces/PFCC/pages/37136310

Maintain basic FSM activity settings

/PACG/ECM_ACTIVE – General Properties of E4C Activity https://proaxia-prod-doc.atlassian.net/wiki/spaces/PFCC/pages/37135497

Maintain internal activity types/PACG/ECM_ACTI_TYPE – Internal activity types

https://proaxia-prod-doc.atlassian.net/wiki/spaces/PFCC/pages/37135508

Map internal and external activity types

/PACG/ECM_ACTMAE – Activity code mapping https://proaxia-prod-doc.atlassian.net/wiki/spaces/PFCC/pages/37135542

Make sure that activity statuses (OPEN, CLOSED, DRAFT) are maintained.

/PACG/ECM_ACTI_STATU – Activity status https://proaxia-prod-doc.atlassian.net/wiki/spaces/PFCC/pages/37135519

Transfer the special activity UDF UDF COR_CLOUD_AssgPlan to SAP FSM

https:/PACG/ECM_TRIG_UDF - UDF Definition/proaxia-prod-doc.atlassian.net/wiki/spaces/PFCC/pages/38175434

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Next chapter: Planning preparation