Internal Appointment Scheduling - UI5

The IAS (Internal Appointment Scheduling) is integrated into the To-Do Basket of the SRS. This solution is similar to the OAS Application but with additional functionalities:

Direct Search on Customer and Vehicle in the SAP Backend System
Integration of internal work and manual Work
For each demand a specific time range can be defined by the user for planning
SRS-Order type can be selected by the user > Determination of the Planning Scenario
Preferred resource can be selected for each demand
Additional Information can be displayed for the User

The functions are described in the following chapters.

If needed – IAS can be added as a separated functionality to the tiles list within SRS launchpad.

Search customer and vehicles

In the To-Do Basket the User can create a new SRS-Order (e.g. new Appointment)

Create new SRS-Order (e.g. Appointment)

After pressing the Button “Create” (red marked) the search screen is called. In this search screen the User can search for criteria like:

Phone (the search is done on all telephone numbers, also mobile)
E-Mail
First Name
Last Name
Street and House Number
Postal code
Make Code
Model Code
VIN-Number
License Plate
Veh. Number

The only exception is License Plate, because you can search it only when you type * at the beginning and ending of your data e.g. *DWR1234*.

The Search can be manipulated in the BAdI (Enhancement Spot /DBME/CMA_VEH_CUST_SEARCH) in the method search. This method is also used in the MSA Area.

Search Screen

Example result can be as following:

Search screen - results

The meaning of the icons/ colors is following:

Data stored in SAP Business Partner data
Data stored in SAP Business Partner data. Empty customer number means that role “customer” was not created for this BP.
Data stored in SAP vehicle master data.
Data stored in the OAS user profile
Vehicle data assigned to OAS profile. Green colour means that vehicle data saved in OAS profile and SAP vehicle master are the same.
Customer number assigned to OAS profile. Red colour means that customer data saved in OAS profile and in SAP customer master are different.

Selection of Services

With the search results the SRS-Order (e.g. Appointment) can be created by selecting the relevant line of the search results. In the Details the Services and Demands can be selected.

Selection of Services

The screen Sequence can be configured in the SRS Customizing. Depending on the screen sequence screens can be defined as following:

Demand Screens with Service from Estimation Catalog
Demand Screens calling the BADI (/DBME/WMA_SERVICE_SCREEN; Enhancement Spot /DBME/WMA)
Calling a screen with information calling the BAdI (/DBME/WMA_SERVICE_SCREEN /Enhancement Spot /DBME/WMA)

The selected demands are shown in the summary screen. In this screen the Demands can be deleted or a new manual demand can be added.

Summary Screen

Add manual Demand and delete Demand

Information Screen

It is possible to define a screen with information only. The information can be read in the BAdI (/DBME/WMA_SERVICE_SCREEN /Enhancement Spot /DBME/WMA)

Summary Screen

The selected demands are shown in the summary screen. In this screen the Demands can be deleted or a new manual demand can be added. The amount of the selected work is displayed near to the icon.

Counter

Required starting date and required end date can be changed for each selected Demand.

Change Required Starting and Ending date

Preferred resource can be chosen from the list. It can be a specific worker or bay. Thanks to this option for example an exact service advisor may be chosen for the client.

Preferred Resource

Preferred Resource- selecting

It is also possible to manage the demands in the summary screen. Following functions are available:

Create demand - new demand can be added to the order
Cancel demand – demand can be canceled from the list
Copy demand - copy a demand in the summary tab of the IAS to make it easier and faster for the user. One or more rows have to be selected and can be copied.

To-Do Basket - Demand copy

Location Screen

In the location screen in the location can be selected work should be done.

Location Screen

It is possible to search the location:

Location- searching

Which locations are displayed are controlled by the assignment of the user to the hierarchy

Setting the Hierarchy for a User

In the Settings in the relevant locations are selected (all with Flag “Is Workshop” in the hierarchy master data). As soon no location is not selected, the Icon is red and it is not possible to save the order.

In addition to that the locations can be filtered with the BAdI /DBME/WMA_OAS_HIERARCHY_ID of the enhancement spot /DBME/WMA.

Date Screen

In the date screen the relevant data are selected for the planning.

Date Screen

The relevant parameters are selected by the Parameter group of the relevant hierarchy.

Parameter Group of the Hierarchy

The parameter group can be defined as master data in the Customizing of the SRS

Definition of the Parameter Group in the DBME|SRS-Customizing

In the DBM|E-SRS menu the parameters can be assigned (Lean Condition) to the parameter group depending on the following data:

Hierarchy – ID
Parameter Group
User Role
Make Code

The access is defined in the following menu of DBM|E-SRS:

Finding the Parameters via Lean Condition

The System is doing the planning depending on the parameters set for the planning

Planning Mode Determination

The parameters are displayed in the date screen only in case a demand type is assigned to the parameter.

Assigning a demand type to the parameter

Parameter Screen

In this screen all Parameters not relevant for planning are displayed, means the demand type not assigned. Only Parameters without a demand type can be set or unset.