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Configuration Step | Customizing transaction | Corresponding sending transaction | |||||||||||
❗ Assign personnel areas relevant for employee transfer. Employees assigned to them can be transferred to a given FSM company (use object type ‘EMPLOYEE’) | https://proaxia-prod-doc.atlassian.net/wiki/spaces/PFCC/pages/31952587 | ||||||||||||
Binding between an SAP user (PERSON of type ‘ERPuser’) and an HR employee (PERSON of type ‘EMPLOYEE’) is maintained via infotype 0105 Communication, subtype 0001 | PA30 | ||||||||||||
❗ Maintain general user settings, such as user name source or email source | https://proaxia-prod-doc.atlassian.net/wiki/spaces/PFCC/pages/37138277 | ||||||||||||
❗ FSM-relevant users must be entered in one of the user maintenance transactions, otherwise it won’t be possible to transfer them to SAP FSM | https://proaxia-prod-doc.atlassian.net/wiki/spaces/PFCC/pages/975601665 / https://proaxia-prod-doc.atlassian.net/wiki/spaces/PFCC/pages/975601806 | ||||||||||||
Specify how person address should be determined.
| https://proaxia-prod-doc.atlassian.net/wiki/spaces/PFCC/pages/31953288 | ||||||||||||
Permission groups (assignment to user groupsUser Policy Groups) can be managed from SAP ECC/S4, if permission group IDs are maintained in a dedicated customizing. | https://proaxia-prod-doc.atlassian.net/wiki/spaces/PFCC/pages/360218625 | ||||||||||||
FSM user entries can be created automatically after assignment of a specified user role to an SAP user. | https://proaxia-prod-doc.atlassian.net/wiki/spaces/PFCC/pages/521764887 | ||||||||||||
Customize how employee’s skills sent to SAP FSM should be determined.
| https://proaxia-prod-doc.atlassian.net/wiki/spaces/PFCC/pages/37137524 | /PACG/ECM_TRIG_TAG - Tag send; /PACG/ECM_TRIG_SKILL - Skill send | |||||||||||
Optionally enter period work schedules which can be transferred to FSM as work time patterns. Transfer technician assignment to such a schedule. | https://proaxia-prod-doc.atlassian.net/wiki/spaces/PFCC/pages/1216970914 | https://proaxia-prod-doc.atlassian.net/wiki/spaces/PFCC/pages/1216970914 | |||||||||||
Optionally customize what should be sent to FSM as regions (geographical regions or work centers) and how regions should be determined for technicians.
| https://proaxia-prod-doc.atlassian.net/wiki/spaces/PFCC/pages/37136514, https://proaxia-prod-doc.atlassian.net/wiki/spaces/PFCC/pages/37138382 | /PACG/ECM_TRIG_RGPWC - Work center as Region or /PACG/ECM_TRIG_RGPAR - Address region as Region |
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Configuration Step | Customizing transaction | Corresponding sending transaction | |||||||||||
❗ Assign sales areas relevant for customer transfer. Customers assigned to them can be transferred to a given FSM company (use object type ‘CUSTOMER’) | https://proaxia-prod-doc.atlassian.net/wiki/spaces/PFCC/pages/31952565 | CUSTOMER MASTERDATA: /PACG/ECM_CUSTMASTER - Customer, address, contact person | |||||||||||
❗ Assign purchasing organizations relevant for vendor transfer. Vendors assigned to them can be transferred to a given FSM company (use object type ‘VENDOR’) | https://proaxia-prod-doc.atlassian.net/wiki/spaces/PFCC/pages/31952598 | VENDOR MASTERDATA: /PACG/ECM_VENDMASTER - Vendor, address, contact person | |||||||||||
❗ Specify if SAP business partners (see transaction BP) are used on the system and should be used to determine contact persons | https://proaxia-prod-doc.atlassian.net/wiki/spaces/PFCC/pages/31952515 | ||||||||||||
❗ Specify which customer/vendor account groups in SAP ECC/S4 are relevant for SAP FSM and as which customer groups they should be reflected in SAP FSM (CUSTOMER/LEAD) | https://proaxia-prod-doc.atlassian.net/wiki/spaces/PFCC/pages/31953445 ; https://proaxia-prod-doc.atlassian.net/wiki/spaces/PFCC/pages/37137589 | ||||||||||||
Specify how customer addresses should be determined.
| https://proaxia-prod-doc.atlassian.net/wiki/spaces/PFCC/pages/1166606379 and/or https://proaxia-prod-doc.atlassian.net/wiki/spaces/PFCC/pages/2309259265 | ||||||||||||
A variant of the transaction above, which uses account groups | https://proaxia-prod-doc.atlassian.net/wiki/spaces/PFCC/pages/31953423 | ||||||||||||
❗ If Business Partners are used on a given system (see transaction BP), you must specify which BP roles are allowed for being used as an FSM customer, supplier or contact person. The customizing is prefilled by the setup program. | https://proaxia-prod-doc.atlassian.net/wiki/spaces/PFCC/pages/1645805569 |
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Scenario | Object assignment | Additional settings |
Sales area-dependent |
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Sales area-dependent and exceptionally plant-dependent when a given item has no sales data but it has stock in FSM-relevant storage locations. The plant-dependent option assumes that both sales and plant-dependent materials can be sent to FSM at the same time. |
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One of the below conditions is met:
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Plant-dependent |
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No object-dependent |
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