Planning preparation
- proaxia
This subsection serves as a high-level overview of selected FSM Cloud Connector customizing steps for planning preparation activities:
For more detailed descriptions, navigate to links included in each step.
Reserved material integration
Learn more about reserved material configuration for each reserved material process type: https://proaxia-prod-doc.atlassian.net/wiki/spaces/PFCC/pages/101056513.
Certain customizing steps, like plant assignment, enabling of reserved material creation from components or whether reserved materials should be available for all activities of a given service call or just one - are scenario-independent. Special stock (virtual warehouses for materials already reserved), which goods movements should be communicated to FSM and how specific goods movements should affect the related reserved material in FSM - these depend on a reserved material scenario. Once you've decided which scenario is relevant for you, you should simply replicate the customizing prerequisites, based on documentation, e.g. https://proaxia-prod-doc.atlassian.net/wiki/spaces/PFCC/pages/101056520, https://proaxia-prod-doc.atlassian.net/wiki/spaces/PFCC/pages/101056530, https://proaxia-prod-doc.atlassian.net/wiki/spaces/PFCC/pages/101056574, https://proaxia-prod-doc.atlassian.net/wiki/spaces/PFCC/pages/101056558.
Configuration Step | Customizing transaction | Corresponding sending transaction |
Make sure that the ‘RMAT’ object is assigned to the relevant plants for your company. Otherwise reserved materials can’t be transferred to FSM. | https://proaxia-prod-doc.atlassian.net/wiki/spaces/PFCC/pages/31952576 |
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Enable reserved material creation for components. | https://proaxia-prod-doc.atlassian.net/wiki/spaces/PFCC/pages/37136235, field ‘ResMat type’ set to ‘Component at once’ / NEW LABEL 'From order components' |
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Define a cloud special stock for reserved material which has no corresponding storage location in SAP. | https://proaxia-prod-doc.atlassian.net/wiki/spaces/PFCC/pages/31954033 | /PACG/ECM_WRHSND_S - Warehouse Definition |
Configure which movements types performed on materials in SAP ECC/S4 should be sent to SAP FSM | https://proaxia-prod-doc.atlassian.net/wiki/spaces/PFCC/pages/31954066 |
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Define what type of action (add/subtract) should be performed on reserved materials for a specific reserved material scenario | https://proaxia-prod-doc.atlassian.net/wiki/spaces/PFCC/pages/31954077 |
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Specify if reserved materials should be created/sent to SAP FSM on service call or activity level Learn more about reserved materials on activity level: https://proaxia-prod-doc.atlassian.net/wiki/spaces/PFCC/pages/301596673 | https://proaxia-prod-doc.atlassian.net/wiki/spaces/PFCC/pages/2094727169, field ‘Res. Mat with reference to activity’ |
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Automatic checklist generation
Configuration Step | Customizing transaction |
Automatically generate prefilled or empty checklist instances. The instances can be filled with data retrieved from SAP ECC/S4 tables, based on configurable mapping. Build a set of rules based on which a checklist instance will be assigned to an activity. | https://proaxia-prod-doc.atlassian.net/wiki/spaces/PFCC/pages/1166737418 |
Person reservations
Learn about differences between reservations and absences: https://proaxia-prod-doc.atlassian.net/wiki/spaces/PFCC/pages/1437466629
Configuration Step | Customizing transaction | Corresponding sending transaction |
Maintain FSM-relevant attendance/absence types which will be used as person reservation types in SAP FSM. | https://proaxia-prod-doc.atlassian.net/wiki/spaces/PFCC/pages/37138183 | /PACG/ECM_TRIG_PRERT - Person reservation type |
Work time tasks maintained in this customizing will be used as absence types in SAP FSM | https://proaxia-prod-doc.atlassian.net/wiki/spaces/PFCC/pages/37137870 | /PACG/ECM_WRKTTSND - Work Time Task |
If the Anonymised description field is set, then this value will be seen as the person reservation type description in FSM. Otherwise, the SAP description of the leave type will be displayed. | https://proaxia-prod-doc.atlassian.net/wiki/spaces/PFCC/pages/37138218 |
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Specify person reservation source (CATS/HR) for a given company. This determines how reservations created in FSM should be stored in SAP ECC/S4 and whether CATS/absence infotype entries created in SAP ECC/S4 should be transferred to SAP FSM as person reservations. | https://proaxia-prod-doc.atlassian.net/wiki/spaces/PFCC/pages/75464839 | /PACG/ECM_TRIG_PRERV - Person reservation |
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