FSM Component Manager Extension: User Guide
- Zied Ouerghemi
About FCM
The FSM Component Manager Extension is a cost-effective and plug & play solution that enhances the capabilities of SAP Field Service Management and provides dispatchers with a streamlined process to book and manage reserved materials on FSM activities.
Eliminating system breaks between FSM and SAP ECC/S4, this powerful tool increases efficiency, accuracy, and saves valuable time for the entire organization.
High-level Solution Architecture
Overview
After installing the FSM Component Manager Extension from SAP FSM Extension Directory and setting up the transport package (check the installation guide), FCM UI5 interface become available on your Activity Modal UI Outlet in FSM Dispatching Board.
By getting into an FSM activity, the dispatchers are ensured that the materials booking will be allocated to the referred work assignment/activity.
Once opened, you will be able to view the list of materials that have been reserved for this activity so far, giving you the option to either make changes to the existing reservations (Edit) or create new ones (Create Reserved Material).
UI Interface Details
Creation Interface
For creation cases, the dispatchers are asked to click on “Create Reserved Material“ and enter the required informations for his new booking such as Material ID, Plant, Storage location, Quantity…
Using the search help fields, FCM users can direclty define the right material ID and the accurate related plant & storage location based on FSM and ERP material master data.
You just need to type a part of the component name or ID into the search box to only show matching items (same for Plant, Storage location and UoM).
After filling the creation fields, click on 'Save' and validate the material.
A new reservation line will be added in the list with a “Blocked“ as a Status (synchronization status).
Once the data is synced with the ERP, click on the “Sync Data“ button to refresh the status.
A reservation ID number (same as ERP reservation) and a 'Success' creation status with a green indicator will appear.
Edit Interface
To modify an existing reservation, an “Edit” button is dedicated for that purpose: by clicking on it, a modification pop-up will show up containing the possible different fields to be changed such as Plant, Storage location, Quantity…
After making some ammendments (example: Quantity = 4), click on “Save” and validate your changements.
Note: In case you need to modify the selected material, you need to delete the reservation line and create a new one with a new item.
As a result, the quantity of the related reservation line gets updated and a “Blocked“ status for synchronization shows up.
Note: During synchronization (status = Blocked), booking modification is not possible.
By clicking again on “Sync Data“ button, the reservation status will be changed to “Success” indicating that all booking data has been transferred to the backend.
Delete Interface
In order to delete an existing reservation, the dispatcher needs to simply click on ‘Edit' and then ‘Delete’ button.
As a result, a direct deletion indicator will be sent to the ERP system and the reservation status will be changed to “Blocked“ for synchronization.
and by pushing “Sync Data“ button, the deleted reservation line will disappear from the interface indicating a successful deletion operation.