Send Master Data

Send Master Data

Expense Type

Related transaction code(s):

  • /DBE/FSM_TRIG_M_EXPT - Expense Type”

Business context

Different kinds of expenses in the course of the technician’s work are claimable.

Functionality

To support different expense types, master data for different expense types are set. 

Figure 77 Expense type master data

Using the transaction /DBE/FSM_TRIG_M_EXPT, we trigger the sending of the expense type to SAP FSM.

Figure 78 Sending expense type to FSM

Selection area

Field

Description

User Selection

FSM Company ID

FSM Cloud Company ID

Expense code

Expense type code.  Leave blank if need to send all expense type.

Program Parameters

Save Log

Save log.  Check log in SLG1.

Display Log

Default checked to show completion status.

Delete Flag

Unchecked by default.  This will send a deletion request to SAP FSM for record deletion.

Figure 79 Outbound IDoc generated for expense type sending to FSM

The list of the expense code is visible in the FSM Windows Mobile client (example) like below.  Same list will appear for Android/iOS FSM app.

Figure 80 FSM Windows mobile client – Expense type selection

Service Call Status

Related transaction code(s):

  • /DBE/FSM_TRIG_M_SCCS - Service Call Status”

Business context

Service call status of SAP FSM.

Functionality

Sending of service call status to SAP FSM.  The mapping is configured in menu path “SPRO->Logistics Execution->Vehicle Sales and Service->VSS-FSM Integration->VSS Order (FSM Service Call)->Status of Service Call - FSM Cloud”.

Figure 81 Status of service call configuration
Figure 82 Sending service call status to FSM

Selection area

Field

Description

User Selection

FSM Company ID

FSM Cloud Company ID

Program Parameters

Save Log

Save log.  Check log in SLG1.

Display Log

Default checked to show completion status.

Delete Flag

Unchecked by default.  This will send a deletion request to SAP FSM for record deletion.

Note: Service call status for SAP FSM is limited, hence you only see status -1, 0, 1 here.  These are mapped towards the SAP VSS order header status in configuration menu path “SPRO->Logistics Execution->Vehicle Sales and Service->VSS-FSM Integration->VSS Order (FSM Service Call)->Status of Service Call”.

Figure 83 Outbound IDoc sample of service call status sending to FSM

This status code (name) is shown in the service call header level.  Example like below for status “Released” in SAP FSM Workforce Management (WFM).

Figure 84 Sample service call header status

In the SAP FSM backend, the status code number is shown below.

Figure 85 SAP FSM query API shows the status code number with the corresponding status name

Note: This transaction supports deletion requests from SAP VSS to SAP FSM.  Default the checkbox “Delete flag” is not checked.  If need to use this, be very certain that you don’t create data inconsistency between SAP VSS and SAP FSM.

Service Call Type

Related transaction code(s):

  • /DBE/FSM_TRIG_M_SCTD - Service Call Type”

Business context

Valid service call type for field service use.  This is to differentiate between workshop service order, sales order, etc. compared to the field service order type.

Functionality

This is used to send the valid service call type to FSM.  The service call type is maintained in configuration section menu path “SPRO->Logistics Execution->Vehicle Sales and Service->VSS-FSM Integration->VSS Order (FSM Service Call)->Type of Service Call”.

Figure 86 Sending service call type to FSM

Selection area

Field

Description

User Selection

FSM Company ID

FSM Cloud Company ID

Expense code

Expense type code.  Leave blank if need to send all expense type.

Program Parameters

Save Log

Save log.  Check log in SLG1.

Display Log

Default checked to show completion status.

Delete Flag

Unchecked by default.  This will send a deletion request to SAP FSM for record deletion.

On executing the transaction above, it will trigger an outbound IDoc for service call type like below.

Figure 87 Outbound IDoc for service call type to FSM

As you can see when creating a service call directly from SAP FSM, the mobile service call type is shown after sending.

Figure 88 Service call type visible in Windows mobile client

Note: This transaction supports deletion requests from SAP VSS to SAP FSM.  Default the checkbox “Delete flag” is not checked.  If need to use this, be very certain that you don’t create data inconsistency between SAP VSS and SAP FSM.

Service Call Problem Type

Related transaction code(s):

  • /DBE/FSM_TRIG_M_SCPT - Service Call Problem Type”

Business context

For later analytical purposes or use for creating credit/debit memo, the order reason for SAP VSS order could be recorded within it.

Functionality

SAP VSS order reason can be entered when creating the order from VSS backend or from FSM side.  This order reason is named differently as “Problem Type” in SAP FSM but it is the same field.

Figure 89 SAP VSS “Order Reason” = SAP FSM field “Problem Type”

The list in SAP VSS order reason is comprehensive, but there may be a need to limit the reason visible/usable for the technician side using SAP FSM.  The “Order Reason” to send to SAP FSM as “Problem Type” is controlled in “SPRO->Logistics Execution->Vehicle Sales and Service->VSS-FSM Integration->VSS Order (FSM Service Call)->Problem Type”

Figure 90 Configuration on list of available “Problem Type” to send to SAP FSM

Executing the transaction /DBE/FSM_TRIG_M_SCPT is shown below.

Figure 91 Sending of service all problem type master data to FSM cloud.

Selection area

Field

Description

User Selection

FSM Company ID

FSM Cloud Company ID

Program Parameters

Save Log

Save log.  Check log in SLG1.

Display Log

Default checked to show completion status.

Delete Flag

Unchecked by default.  This will send a deletion request to SAP FSM for record deletion.

The outbound IDoc for service call problem type is triggered upon successful transaction run from above.

Figure 92 Outbound IDoc for work time task to FSM Cloud.

The service call problem type field only exists in the service call header.  As shown below in the service call header, there is the field “Problem Type” with the list that was sent from SAP VSS.

Figure 93 The service call problem type is shown here in Windows mobile client.

Work Time Task

Related transaction code(s):

  • /DBE/FSM_TRIG_M_WKTS - Work Time Task”

Business context

This is to send the required work time task in master data to FSM Cloud.

Functionality

Master data created in “/DBE/FSM_LCM_TSP - Time Split determination” (in criteria table /DBE/FSM_TSP04) is sent by the transaction here.  Deletion can also be sent from this same transaction.  This will cause the automatic deletion from FSM cloud.

Figure 94 Sending of work time task master data to FSM cloud.

Selection area

Field

Description

User Selection

FSM Company ID

FSM Cloud Company ID

Work Time Task

Work time task to send to SAP FSM.

Program Parameters

Save Log

Save log.  Check log in SLG1.

Display Log

Default checked to show completion status.

Delete Flag

Unchecked by default.  This will send a deletion request to SAP FSM for record deletion.

Note: This transaction supports deletion requests from SAP VSS to SAP FSM.  Default the checkbox “Delete flag” is not checked.  If need to use this, be very certain that you don’t create data inconsistency between SAP VSS and SAP FSM.

The outbound IDoc for work time task is triggered upon successful transaction run from above.

Figure 95 Outbound IDoc for work time task to FSM Cloud.

The list of work time task from the defined master data is sent to FSM Cloud and below shows the list.

Figure 96 Work time task list in Windows mobile client.

Note: “Presence” is a standard item within FSM Cloud and not sent from backend VSS.  Please refer to SAP FSM manual / guide for more information on this “Presence”.

 

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