In-House Repair integration

FSM Connector from now on supports handling the In-House Repair process as an extension for SAP S/4 HANA Service module.

In-House Repair supports companies that offer maintenance and repair services for repair objects. From now on, FSM Connector allows to initiate a logistics process that is used to perform returns from customers, in order to perform repairs at the Repair Center and then send the repair object back to the customer. The process can be initiated by creating the FSM Checklist for FSM Activity which will automatically trigger a return order creation in SAP. Created return order will then serve the creation of in-house repair as a follow-up activity. [See more: Create In-House Repairs from Returns Orders]

Configuration steps

Follow the next steps:

1. Create dedicated FSM Checklist. Proaxia delivers default FSM Checklist Template for Return Order but there is also possible to create a new FSM Checklist Template. The complex introduction to the FSM Checklist topic can be found in the following chapter: Checklists. The following example of Return Order Checklist Template consists of two chapters. The first one serves the purpose of Equipment ID and Note text collection, the latter serves as a summary.

Open

1.0 Repair request

Open

2.0 Summary

After releasing the Checklist Template in FSM, the template records are sent to the SAP and stored in the configuration table /PACG/ECM_CLTTP. To identify assigned Template ID and Template Version you can check /PACG/ECM_CLTTH table.

2. Go to /PACG/ECM_CLERV and create customizing entry for FSM Checklist Template out of which Return Order will be automatically created. The following table should contain recommended setup of fields.

A content of specified checklist’s element identified by the Template’s ID and Version is compared to a value defined in the configuration table and if the condition is met a return order is created.

3. Check if the system is properly setup for In-House Repair Service → https://help.sap.com/docs/SAP_S4HANA_ON-PREMISE/c9b5e9de6e674fb99fff88d72c352291/f437d220829a4334976cd81c3b055a04.html?locale=en-US#setting-up-your-system

If all of the above steps are covered, the system is ready to create the Return Order out of FSM Checklist.

Return Order out of Checklist Process Flow

1. Once a template is prepared and has its status set as released, it can be assigned to an activity. The technician can fill the checklist on the FSM Mobile app while working on the activity. It is important that activity must have equipment assigned.

When equipment is assigned to the activity, ‘Equipment data’ field should be automatically fulfilled.

2. After checklist is saved and released, inbound processing logic for checklists triggers creation of return order in SAP. The return order document number can be identify in the following ways:

   1. in the logs of inbound /PACG/ECM_CHECKLST_D idoc

Clicking on the Return Order number results in the display of the Customer's Return document.

Create In-House Repair from Return Order

Now when return order is ready, we can proceed with further steps to initiate the In-House Repair process. Currently Proaxia supports the scenario when the equipment is going to be repaired in Repair Center but is not yet delivered to the Plant. What needs to be done is to perform the picking and post goods issue for delivery to be sent, and the goods inspection once delivery arrives.

1. Display the Return Order and go to ‘Returns Overview’ tab. Return steps will be displayed. Refresh the screen. Outbound delivery should be crated, and Goods Receipt should be waiting to be posted. Processing Status should be ‘Process Incomplete’.

2. Open Return Delivery and perform the picking and post goods receipt. Go back to Returns Overview and notice that Goods Receipt was successfully created. Now it is time to perform the inspection.

• Go to Enter Inspection Results - From Warehouse App. In selection screen provide Customer Return number and click Execute or just leave selection range ‘Delivery items waiting for inspection’ selected and click ‘Execute’. On the left, the list of delivery documents should appear. Double click on the right one.

• Enter the inspection code (e.g. 0002 No OK). It is also possible to enter a comment. You can notice that follow-up activity was determined automatically for In-House Repair (Service) as we select in Return Order. Leave the field Refund Code empty. Repair objects must not be refunded. To complete the returns order, the returns and refund clerk must change refund type to No Refund.

• Save and Confirm. You can go back to Returns Overview and notice that the in-house repair was created automatically and the goods movement to Repair Storage Location was performed .

• You can open In-House Repair clicking on the Document Number or go to Manage In-House Repair Fiori App.

For further process steps check the following chapter: Processes in In-House Repair

Download the example template

The following FSM Return Order Checklist Template can be downloaded below:

[available soon..]

Learn more about In-House Repair: https://help.sap.com/docs/SAP_S4HANA_ON-PREMISE/c9b5e9de6e674fb99fff88d72c352291/f437d220829a4334976cd81c3b055a04.html?locale=en-US