Technicians can use prefilled checklists to collect measuring point readings during service execution. This data can then be used to automatically create measurement documents in SAP ECC/S4.

The following steps will help you set up an example process:

Create a checklist template

The process setup should start with creation of a checklist template adjusted to measuring point processing. The template will serve the following purposes:

[SAP ECC/S4 → SAP FSM] It will be used to automatically generate a checklist instance for the technician - prefilled with equipment name, measuring point code, upper and lower limits and the value of the last reading. Learn more later on this page: https://proaxia-prod-doc.atlassian.net/wiki/spaces/PFCC/pages/1598324737/Measuring+point+reading+using+checklist+instances#Configure-generation-of-prefilled-checklists
[SAP FSM → SAP ECC/S4] A technician will use the checklist instance to enter reading values for relevant measuring points.

The following template consists of two chapters. The first one serves the purpose of measuring point reading collection, the latter as a summary.

It’s good practice to include field type in the field ID and use camel case, e.g. ‘TXT_MeasuringPoint'.

Equipment

The ‘Equipment’ field is a picker field which points to the equipment for which measurement is performed. This field will be prefilled from SAP ECC/S4.

Equipment measuring point series/table

Since the structure used for mapping of measuring point data with checklist template fields in SAP ECC/S4 (T_MEASURE_PTS) is a table structure, the corresponding fields in a checklist template must be part of a series or a table. The example series ‘Meter Reading’ consists of the following fields:

Field	Type	Prefilled from SAP ECC/S4	Read-only
Measuring point	Text input	X	X
Obis Code	Text input	X	X
Last Reading	Number input	X	X
Meter Reading Result	Number input
Lower Limit	Number input	X	X
Upper Limit	Number input	X	X

Download the example template

The following checklist template can be downloaded below:

Configure generation of prefilled checklists

Overview

Checklists can be prefilled with measuring points data of the operation's equipment, or if not found, the service order header’s equipment.

Use transaction /PACG/ECM_CL_PREF -Checklist prefilling configuration to customize generation of prefilled checklists. Structure T_MEASURE_PTS is used to map measuring point data with checklist template fields:

The following measuring point data properties are supported by the standard solution and can be used in prefilled checklists without additional enhancements:

Measuring point and measuring position (obis code)

Upper and lower measurement range limits

Last measurement reading

Prerequisites

Apart from the prerequisites described on the following page: https://proaxia-prod-doc.atlassian.net/wiki/spaces/PFCC/pages/1166737418/PACG+ECM+CL+PREF+-+Checklist+prefilling+configuration#Preconditions, it is crucial that the activity’s operation has equipment assigned (if not found, equipment is searched on the service order header level). Measuring documents should be maintained for this equipment. Please remember that prefilled checklists will be generated only for activities with a technician assigned.

Another equipment determination source

If equipment ought to be determined differently, please implement the following BAdI:

enhancement spot /PACG/ECM_CHKL_PREFILLER → BAdI definition /PACG/ECM_FILL_COMM_STR_ACT_EQ, method GET_EQUIPMENT:

Example prefilled checklist instance

For the example checklist template, the following mapping is maintained in transaction /PACG/ECM_CL_PREF - Checklist prefilling configuration :

The checklist template has conditions assigned and is set as active for prefilled checklist generation:

Create a service order. Its operation should have a technician and equipment assigned. The operation’s equipment contains 4 measuring points, each one is represented as a series in the prefilled checklist instance: