Customize settings and processes related to Activities.
General customizing options
Contact Source | Source object for Contact Person in Activity. Option ‘Only cloud’ means that contact person property should be filled in FSM and will not be overwritten by SAP values (service order/notification/customer partner functions). If not entered in FSM, contact person will remain empty. |
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Equi source / OLD LABEL Send Equi | Customize what is sent as equipment in outbound activity idocs. In the past the Equi&telo setting in transaction https://proaxia-prod-doc.atlassian.net/wiki/spaces/PFCC/pages/31953646 handled this functionality. The new customizing has been separated and expanded. If an equipment were assigned to an activity in SAP FSM, the exact same equipment would be resent, regardless of the ‘SEND_EQUI’ setting for activities. This is checked in table /PACG/ECM_ACTI, field ‘EQUIPMENT’ (or ‘FUNCTIONAL LOC’) and serves the purpose of avoiding overwriting activity information updated from FSM. Send equipment from service order operation as activity equipment |
Planning Plant | If field is checked notification plant ID in IDOC is taken from planning plant otherwise plant ID is taken from maintenance plant. Configuration is working when service notification is sent as activity to FSM. |
Act/Ord in Subj | Depends on selected option Activity subject can be send to FSM as:
Example in FSM: Activity subject from activity number option |
Operation texts | Use the operation’s long text as the activity’s remarks, instead of the service order’s long text. Please note that starting form the Release 2111 this option will not be available - operation’s long text will be always used as the activity remarks. Additionally, the new option Order’s header long text to acti remarks will be available in transaction/PACG/ECM_SCTD. |
No Customer TZ | Planning Times can be interpreted in Time zone of Customer (Setting in /PACG/ECM_COMP - Company definition). As company setting is for planning times & time effort, it can be overruled here. |
Cont. Person SO | Enter a service order partner function which should be used for service call and activity contact person determination. If lefft empty, value ‘CP’ will be used. Please note that contact person masterdata must be sent beforehand to FSM, otherwise the contact person in service call/activity overview will not be displayed correctly. Contact persons are sent together with customer master data. |
Activity Partner Role | SP&SH Partner Function from SC Definition - Partner role for “sold to” and “ship to” will be taken from settings t-code /PACG/ECM_SCTD (Sold to & Ship to) SP&SH Partner Function from AC Property - partner role will be taken from configuration Activity Sold-To, Activity Ship-to This values are stored in table /PACG/ECM_ACTI for created activity. |
Upd Operation Method | Allow operation update based on changes of activity in FSM, e.g. activity description/technician/dates update in FSM results in operation description/technician/dates update in SAP ECC/S4. Please note that this option does not have any impact if ‘Use req. ass.’ is enabled in transaction https://proaxia-prod-doc.atlassian.net/wiki/spaces/PFCC/pages/2094727169. The option "UseReqAssign" should be used in case of multiple activities created to single operation. In such a case you there’s only one place on the backend side and several activities assigned to it. If you change anything on operation level, then all activities will be affected. Therefore if the option "UseReqAssign" is active there is no update on operations. This is not a bug, it is implemented by design. If you would like to have the operations updated from activities, please switch this option off. |
SArea Object | During creation of an activity, FSM Cloud Connector gets sales area from sales area assignment for object ACTIVITY with flag “default”. This means that all activities created during ASA event (in SAP ECC/S4) and during creation from FSM have only one sales area per company. This is not good for companies working with sales area assignment for service order and/or for service notification as a service call.
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RemvdOpAct | By default, removing an operation in transaction IW32 will result in setting the related activities' status to ‘CLOSED’. To make it clear that an activity is closed because of a removed operation, a user-specified text can be added to activity remarks or the activity subject (as a prefix). The attachment will be saved in SAP ECC/S4 on the activity level. The attachment will also be available from the activity’s service order’s notification’s level in SAP ECC/S4. |
Removed operation text | Enter the text to be set as activity subject prefix or remarks for activities related to deleted operations. See field ‘RemvdOpAct’ above. |
WF Step for removed operation | By default, removing an operation in transaction IW32 will result in setting the related activities' status to ‘CLOSED’. To make it clear that an activity is closed because of a removed operation, a user-specified workflow step can be set for such activities. Enter the name of a workflow step which should be assigned. If left empty, no workflow step will be set. |
Number range interval number (S4)PACG 200 SP04 | This property lets selecting different interval for FSM Activities number range (/PACG/ECM1) than the default 01. The interval must be defined with SNRO before it can be used. In case provided interval didn't exist it will be created with the default range |
Suboperation activities as follow-up act | This function defines a hierarchy of operations and their suboperations. If function is enable, for each suboperation an activity is created and they’re linked to the parent activity (operation) in a visible way. The hierarchy is reflected in the FSM mobile application, enabling technicians to easily identify and manage the sequence of tasks, ensuring the correct workflow and order of tasks. The enhancement provides a visible connection between operation and sub operations. If a functionality is deactivated, created hierarchy of suboperations for the parent operation won’t be reflected in FSM. The activities related to the suboperations are not linked to the main operation’s activity – they exists on the same level. |
Attachment-related customizing options
(S4)PACG 200 SP08 PRT Attachments | PRTs of type ‘Document’ which are assigned to an operation will be transferred to FSM as activity attachments. More specifically, PRT document refer to DMS documents whose files will be transferred as activity attachments. |
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Link SAP Attachments from Service Order to Activity | Activities can inherit attachments from the related service orders. When an attachment is created for a service order in SAP ECC/S4 and this field is checked, an attachment reference will be created for the related activities in SAP. Such new activity attachments will be automatically transferred to SAP FSM, if not blocked by the outbound configuration (e.g. setting ‘block out’ in the General configuration). See: https://proaxia-prod-doc.atlassian.net/wiki/spaces/PFCC/pages/842661889 All activities created later, after service order attachment creation, will also inherit the service order’s attachments. Please note that in order for proper inheritance of BDS attachments, ‘BDS configuration’ in /PACG/ECM_CUST_ATTA must allow adding an attachment of a given document type to object /PACG/ECMA (Activity). Example process |
Link SAP Attachments from Service Notification to Activity | Activities can inherit attachments from the related notifications. When an attachment is created for a notification in SAP ECC/S4 and this field is checked, an attachment reference will be created for the related activities in SAP. Such new activity attachments will be automatically transferred to SAP FSM, if not blocked by the outbound configuration (e.g. setting ‘block out’ in the General configuration). See: https://proaxia-prod-doc.atlassian.net/wiki/spaces/PFCC/pages/842661889 All activities created later, after notification attachment creation, will also inherit the notification’s attachments. (S4)PACG 200 SP08 The functionality also supports notification task-based activities. After adding an attachment to a notification, the attachment is linked to the existing notification’s tasks’ activities in SAP ECC/S4 and transferred to FSM. Please note that in order for proper inheritance of BDS attachments, ‘BDS configuration’ in /PACG/ECM_CUST_ATTA must allow adding an attachment of a given document type to object /PACG/ECMA (Activity). Example process |
(S4)PACG 200 SP08 Link SAP att. of Not. Task to Activity | Attachments added to a service notification task in SAP ECC/S4 will be linked also to the activity created based on that task (integration scenario where notifications are used as service calls and their tasks as activities). The solution applies to GOS and BDS attachments (object type QMSM). Please note that in order for proper inheritance of BDS attachments, ‘BDS configuration’ in /PACG/ECM_CUST_ATTA must allow adding an attachment of a given document type to object /PACG/ECMA (Activity). |
Link SAP Attachments from Equipment to Activity | Make sure that attachments are enabled for equipment in transaction /PACG/ECM_EQ1, field ‘Send attachment’. Enable inheriting equipment’s attachments by activities (after adding an attachment to equipment) if the equipment is assigned to the activity (field ‘Equipment’ in table /PACG/ECM_ACTI). The equipment can also be added to the service order operation related to the activity or the header of the service order related to the activity. Attachments will be added to all open activities - if the configuration field is set and an activity or its reference object has the same equipment as the one to which an attachment was added. The logic is executed in Equipment event after attachment creation in SAP ECC/S4. The solution works with GOS, BDS and DMS attachments. All activities created later, after equipment attachment creation, will also inherit the equipment’s attachments. Please note that in order for proper inheritance of BDS attachments, ‘BDS configuration’ in /PACG/ECM_CUST_ATTA must allow adding an attachment of a given document type to object /PACG/ECMA (Activity). Example |
Link SAP Attachments of Functional location to Activity | Make sure that attachments for functional location are enabled in transaction /PACG/ECM_EQ1, field ‘Send attachment’. Attachments added to functional location in SAP ECC/S4 will be inherited by activities using this functional location ('Funct loc' in table /PACG/ECM_ACTI). All activities created later, after functional location attachment creation, will also inherit the functional location’s attachments. Please note that in order for proper inheritance of BDS attachments, ‘BDS configuration’ in /PACG/ECM_CUST_ATTA must allow adding an attachment of a given document type to object /PACG/ECMA (Activity). Example - GOS attachments added to functional location are inherited by existing activities using the functional location, as well as activities created later |
Link FSM Attachments from Activity to Service Order | Attachments added in SAP FSM with reference to activity will be added in SAP ECC/S4 as attachments to both the activity itself and its related service order. Example process |
Link FSM Attachments from Activity to Service Notification | Attachments added in SAP FSM with reference to activity will be added in SAP ECC/S4 as attachments to both the activity itself and its related notification. (S4)PACG 200 SP08 The functionality also supports notification task-based activities. An attachment added to an activity in FSM will be linked to the activity as well as its related notification in SAP ECC/S4. Since the notification is used as a service call, its ‘inherited’ attachment is also transferred to FSM and visible on service call level. Example process |
(S4)PACG 200 SP08 Link FSM att. of Activity to Not. Task | Attachments added to a service notification task-based activity in SAP FSM will be linked also to the related notification task in SAP ECC/S4 (integration scenario where notifications are used as service calls and their tasks as activities). The solution applies to GOS and BDS storage methods. |
Link FSM Attachments from Activity to Equipment | Attachments added in SAP FSM with reference to activity will be added in SAP ECC/S4 as attachments to both the activity itself and the pointed equipment. Equipment is primarily searched in table /PACG/ECM_ACTI for a given activity but it will be overwritten by BAdI implementation. Equipment is determined based on implementation of BAdI https://proaxia-prod-doc.atlassian.net/wiki/spaces/PFCC/pages/1466761219/BAdI+definitions#I_GET_EQUI_FOR_REFERENCE. The provided implementation’s logic is the following: create an additional attachment reference for equipment whose serial number can be found in the first (out of 3 or more) segment of the attachment’s name: You can create your own BAdI implementation or disable the existing one, which will result in the equipment being determined solely based on assignment to the activity in table /PACG/ECM_ACTI. Example |
Link FSM Attachments from Activity to Functional Location | Attachments added in SAP FSM with reference to activity will be added in SAP ECC/S4 as attachments to both the activity itself and its assigned functional location. Functional location is searched in table /PACG/ECM_ACTI. Example - attachments added to an activity in SAP FSM are added as GOS attachments to the assigned functional location |
(S4)PACG 200 SP07 Link FSM att. of Activity to maint. order | Attachments added to activities in FSM and saved as DMS will be linked also to the related maintenance order operation. Make sure to execute the setup program before so that the following entry is created in /PACG/ECM_CUST_ATTA: |
(S4)PACG 200 SP09 Link FSM attachments of activity to MSOThis opton is available on S4 systems only. | Link attachment from MSO activity in FSM to the header of MSO in Fiori app. Learn more: Advanced Execution Service Order - Attachments |
(S4)PACG 200 SP09 Link FSM attachments of activity to Service Order ItemThis opton is available on S4 systems only. | Link attachment from MSO activity in FSM to the Service Order Item which is inside of MSO order in Fiori app. Learn more: Advanced Execution Service Order - Attachments |