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General purpose

Define ERP-equivalents (code and description) of standard FSM service calls statuses (Ready to plan, Technically complete, Cancelled).

Map service order system/user statuses (Status) with FSM service call statuses (Serv.call stat.). Specify how service order’s system status should affect the status of the related FSM activities (Act Status). The mapping is maintained in combination with priority, Status and description for the cloud.

Sending transaction (?)

Transfer status descriptions to FSM using https://proaxia-prod-doc.atlassian.net/wiki/spaces/PFCC/pages/38174866. It’s necessary for proper service call/activity display.

Status
title(S4)PACG 200 SP09
You can navigate to the sending transaction using the button Send to FSM, placedon the toolbar.

Object assignment (?)

Object SERVICECALLSTATUS must be added to https://proaxia-prod-doc.atlassian.net/wiki/spaces/PFCC/pages/31952609 for a given company

Note

Status
title(S4)PACG 200 SP 14
To activate new Service Call configuration, the new selection and IDOC classes must be implemented.entered in https://proaxia-prod-doc.atlassian.net/wiki/spaces/PFCC/pages/31952719 for the /PACG/ECM_

CL_S_IDOC_O_SCALLSTA2 

SERVICECALL_STATUS object:

  • Idoc class /PACG/ECM_CL_S_IDOC_O_SCALLST2 

  • Selection class /PACG/ECM_CL_S_SEL_SCALLSTATUS2 SCALLSTATU2 

These new classes must be set by the Setup report – customers who would like to use new solution fully, would need to change the configuration manually by themselves otherwise connector will keep running in the ‘old way’.

Old version of /PACG/ECM_SCSTD transaction is maintained in /PACG/ECM_SCSTD2 - ‘Status of Service Call (Obsolete)’. Is remained as a ‘backup’ transaction and moved to /PACG/ECM_OBSOLETE package.

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info
Note

The activity status update will not occur when an identical status is also maintained in /PACG/ECM_SCREQ at the same time.

Status
title(S4)PACG 200
SP09 To manage statuses for deprecated sales activities, use
SP 14
On the top bar, the button ‘Statuses rel. for FSM’ navigates to the transaction https://proaxia-prod-doc.atlassian.net/wiki/spaces/PFCC/pages/1880129587

Status
title(S4)PACG 200 SP 14
On the top bar, the button ‘Statuses rel. for FSM’ navigates to the transaction https://proaxia-prod-doc.atlassian.net/wiki/spaces/PFCC/pages/37135798.

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Customizing options

Status

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37135798.

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Customizing options

Status

(together with StatProf)

System status / User Status of service orders to be mapped with FSM service call status.

Info

In case of network order-based activities, network activity statuses are retrieved, not network order header statuses.

Priority

Within the service order, several system statuses may be active, the priority defines the importance. Service call statuses are read in the descending order.

Only applicable for sending of the correct service order and activity statuses from SAP backend to FSM.

Serv. call status

SAP→FSM: Enter a service call status (-1, 0, 1), which should which should be set in FSM for service calls whose orders have a given SAP status (field 'Status')'Status')

Status
title(S4)PACG 200 SP 14

The following Service Call statuses are predefined:

  • -1 - Closed

    • the related activites would get status “closed”

  • 0 - Released

    • the releated dispached activities would get status “open”

    • the releated activities without technician would get status “draft”

  • 1 - Deleted/Cancelled

    • the related activites would get status “cancelled”

Info

You can translate the predefined status description via transaction /PACG/ECM_SCSTS .

FSM→SAP: Service calls from FSM with this status will result in setting an SAP status from field ‘Status’ to the corresponding Service Order

It’s recommend to use status ‘0' for released service calls (ready and should be planned), ‘-1’ for closed/technically completed and ‘1’ for deleted/cancelled. After sending the service call statuses and their descriptions (field 'Description’) to FSM (using the dedicated sending transaction), make sure to map them also in General settings for Planning and Dispatching:

See also: https://help.sap.com/docs/SAP_FIELD_SERVICE_MANAGEMENT/fsm_plan_dispatch/service-call-statuses.html?q=service%20call%20status, https://help.sap.com/docs/SAP_FIELD_SERVICE_MANAGEMENT/fsm_plan_dispatch/plan-dispatch-settings.html#service-call-mappings

Description

Status
title(S4)PACG 200 SP 14
Status of Service Call Descriptions are maintained in https://proaxia-prod-doc.atlassian.net/wiki/spaces/PFCC/pages/2312536081

There’s It’s not possible to change the description of Service Call Statuses. Maintenance view allows only for translating entries. If using a language other than English, user can define a translation of the status description. (check https://proaxia-prod-doc.atlassian.net/wiki/spaces/PFCC/pages/31952620)

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Activity generation

Default values for ‘Activity generation’ field are set based on entered ‘Service Call status’ – during new entry creation if Service Call status equals ‘0’ then ‘Activity generation’ is set to ‘A - Active', in remaining cases of Service Call status being either ‘1' or '-1’ - value of ‘Activity generation’ is set to ‘C - Outstanding’

FSM Activity generation rules:

  • Active – activities will be automatically generated for orders with a given status,

  • No active – activities will not be created or updated for orders with a given status,

  • Outstanding – used to close or cancel all activities of a given order after order status change (see an example: Prerequisite - enable field ‘Finalize confirmations after checkout’ in https://proaxia-prod-doc.atlassian.net/wiki/spaces/PFCC/pages/

37136054SCTDdefinition+Overview+and+Detail#SA-Fin-Confirm and disable 37136054SCTDdefinition+Overview+and+Detail#No-zero-confirmation-(formerly-%E2%80%98No-final-conf.%E2%80%99).
Info

Make sure that for status TECO (I0045 - ‘Technically completed’) in https://proaxia-prod-doc.atlassian.net/wiki/spaces/PFCC/pages/37135798 option “Send deletion” ‘D Delete flag - send Order with delete flag’ is not set. Otherwise activities won’t be automatically closed.

Allow reopening

When enabled, allow for reopening activities after reverting this system /status (user status).

For instance , - if user system status E0002 I0045 is set to an order, its activities will be automatically closed (see the values in fields ‘Act status’ and ‘Activity gen. ' for E0002). When the status is deactivated for the order and system status I0002 I0046 is retrieved as the currently most important one, the related activities will become open again (see the field 'Allow reopening’ for E0002I0045, which allowed for the reopening).

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Note

The functionality implemented in

Status
title(S4)PACG 200 SP09 and older
has been extended. Now all the statuses able to close activities are supported, not only TECO. Before the change, the status REMAINING on an order (e.g. ‘released’) must have been marked with this flag, for the related activities to be reopened after TECO reversion. Now, the entry with status TECO (or any other status causing activity closing) should be marked with this flag. For customers upgrading from older Connector versions to
Status
title(s4)pacg 200 sp10
, the setup program checks if there are any entries having the option ‘Reopen after TECO’ enabled for a given company. If there is at least one such entry found, the report ensures that an entry for TECO (I0045) exists and has the option ‘Allow reopening’ activated (at the same time, this option is deactivated for other statuses).

Info

This functionality applies to service order and notification-based activities.

Status
title(S4)PACG 200 SP09 and older

If technical completion was performed on a service Service order but then reverted, the related activities will be reopened. (In other words, reopen an activity after cancelling service order Service Order technical completion.)

Info

This functionality applies to standard activities, created for service orders (project activities are not yet supported).

Info

This setting must be enabled also if an operation’s control key is changed to a not FSM-relevant one and then switched back to an FSM relevant key. This will cause the related activity to be reopened. Otherwise, it’ll remain closed.

Example

Technically complete a service order in transaction IW32. The related activity becomes closed.

Cancel the technical completion of the order.

If the ‘ReopenAfterTECO’ ‘AllowReop’ field is checked for the status currently set for the service order (e.g. I0002 - ‘Released’), the closed activity will reopen.

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Example

#1

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#2

First, the connector will try to find all matching system statuses in the service order in /PACG/ECM_SCSTD -Status of Service Call. In the below example, we have REL, PCNF, NMAT, PRC and SETC.

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The settings in /PACG/ECM_SCSTD- Status of Service Call only has REL.

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It will search for matching statuses first. If more than one system statuses are found, then it will select from priority 1 to xxx to find the highest priority where the correct cloud status will be sent.

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