Tools master data

In terms of master data, the main requirement is it must be possible to maintain and send tools of the type material and equipment from SAP ERP to FSM.

SAP ERP Material Master Record

There is no fixed or specific general set-up or material type required for the material master record which represents a tool. The prerequisite is that the 'Prod.resources/tools' view is active and maintained.

For the tool material master records to be recognised as relevant for send from SAP ERP to FSM, the specific material type/types which will represent tools need to be maintained and flagged as 'Is Tool' in the SAP FSM cloud connector configuration (transportable setting) under configuration step:
/PACG/ECM_ITYPE - Material Group and Company Assignment

The image below shows an example of the required configuration.

Making this setting results in all materials of the relevant type being sent to SAP FSM as tools. The tools master data can be viewed via the Master Data view in SAP FSM WFM.
The image below shows an example of a material type tool in SAP FSM WFM.

Tools records in FSM display the following information:

Serial Number	The serial number for the equipment/item tool.
Name	The name of the tool.
Status	The current status of the tool. Options include Active or Inactive.
Remarks	If applicable, any remarks associated with the tool (example: must be recharged after 12 hours usage).
Skills	If applicable, any skills associated with the tool. This skills tag is then used to filter technicians to ensure that the assigned technician possesses the required skills.
Attachments	If applicable, any attachments associated with the tool. By selecting the + button, you can upload an attachment from your local machine.

Source: https://help.sap.com/viewer/fsm_plan_dispatch/Cloud/en-US/tools-master-data.html

SAP ERP Equipment Master Record

For a tool equipment master records to be recognised as relevant for send from SAP ERP to FSM, per country, the specific equipment category type/types which will represent tools need to be maintained and flagged as 'Is Tool' in the SAP FSM cloud connector configuration (transportable setting) via transaction: /PACG/ECM_CINC01 - Included types of equipment. The image below shows an example of the configuration.

The main prerequisites for an equipment master record type which represents a tool are:

The 'PRT data' view for the equipment category is active and maintained.
The material code used in the 'SerData' of the equipment must be that of a tool material master record (which has the 'Prod.resources/tools' view maintained).

If the tool is in the possession of a specific person, the person responsible should be assigned as a partner function against the equipment record. The person responsible partner number corresponds to the unique personnel number of the technician.
The person responsible partner relationship type is important as it is sent to the SAP FSM cloud and used to filter the available tools by 'Mine' within the FSM mobile application.

The tools master data can be viewed via the Master Data module in SAP FSM WFM.

The image below shows an example of an equipment type tool in SAP FSM WFM. Note that the tools of type equipment are grouped under the material tool which they are based upon (derived from the 'SerData' information of the equipment record).