Learn more about planning scenarios in FSM: https://docs.coresystems.net/workforce-management/planning-scenarios.html
General concept of the FSM feature
Planning Scenarios is an FSM feature allowing users to restrict activities and technicians displayed on the Dispatching Board based on a chosen scenario. The scenario consists of a name, one or more regions and restrictions. Once an activity or a technician have been assigned a region, they can be filtered by a planner based on this property.
To use a planning scenario as a filter, navigate to Planning and Dispatching board, click on the 'Planning Horizon' cog and chose a preferable planning scenario.
Planning scenarios can be created and managed under the ‘Planning Scenarios’ tab on the sidebar. There are two type of restrictions that can be used: by service regions or custom restrictions.
Available regions are displayed under General Settings > Service Regions.
In order to assign a region to an activity, navigate to the Activity Details screen and select a region from the dropdown. An activity can have up to one region assigned.
A region for a technician represents the region in which they operate. It’s possible to assign multiple regions for one service technician. Regions are assigned in the Master Data module under the technician detail page.
FSM setup
In order for the Region field to appear in the Planning and Dispatching application, the activity.region.name field must be added to the CSActivitySidebar JSON screen configuration. Once the field has been added and the changes saved, the region will appear in the Activity Sidebar.
It is required to grant permissions to the desired User Groups if they should be able to use the planning scenario filter on the Planning and Dispatching Board.
FSM Cloud Connector features
Regions should be transferred from SAP to FSM (only this way) and can originate from one of three types of SAP objects:
Work centers
Planning groups
Address regions
To send an object as a region to FSM, use one of the following sending transactions:
/PACG/ECM_TRIG_GRPAR - Address region as Group
/PACG/ECM_TRIG_RGPWC – Work center as Region
/PACG/ECM_TRIG_RGPPG – Planning group as region
The object region field must first be set in transaction _PACG_ECM_SC_GR – Groups for service call . The region value is taken from an incoming idoc during activity creation if it contains such and during activity change. If there’s no value specified in the incoming idoc, the region is determined according to the transaction below.
Regions for technicians can be customized in transaction /PACG/ECM_P_GR - Group object for technicians .
Transfer of planning groups as regions is demonstrated below. The customizing for Company 8 in transaction /PACG/ECM_SC_GR - group object for service call is set as “Planning Group”. The objects are transferred to FSM with transaction /PACG/ECM_TRIG_RGPPG – Planning group as region .
The ID, code, name and description of a new region can be found in an outbound idoc of type /PACG/ECM_REGION. The new region is displayed in FSM under General settings > Service regions.
Regions assigned to activities are sent to FSM in the “Region” field of /PACG/ECM_ACTIVITY_IN idocs.
