Internal Appointment Scheduling - UI5
- Kinga Kubiak (Unlicensed)
Analytics
The IAS (Internal Appointment Scheduling) is integrated into the To-Do Basket of the SRS. This solution is similar to the OAS Application but with additional functionalities:
- Direct Search on Customer and Vehicle in the SAP Backend System
- Integration of internal work and manual Work
- For each demand a specific time range can be defined by the user for planning
- SRS-Order type can be selected by the user > Determination of the Planning Scenario
- Preferred resource can be selected for each demand
- Additional Information can be displayed for the User
The functions are described in the following chapters.
If needed – IAS can be added as a separated functionality to the tiles list within SRS launchpad.
Search customer and vehicles
In the To-Do Basket the User can create a new SRS Order (new Appointment).
Create new SRS-Order (e.g. Appointment)
After pressing the button “Create” (red marked) the search screen is called. In this search screen the user can search for customer- and vehicle-related criteria like:
- Phone (the search is done on all telephone numbers, including mobile number)
- First Name
- Last Name
- Street and House Number
- Postal code
- Make Code
- Model Code
- VIN-Number
- License Plate
- Vehicle Number
All fields allow partial searches - the exception being License Plate which requires using asterisk ( * ) at the beginning and/or end of the input for a partial search, e.g. DWR1234*.
The search can be manipulated using a BAdI (Enhancement Spot /DBME/CMA_VEH_CUST_SEARCH) in the method search. This method is also used in the MSA Area.
Search Screen
Example result can be as following:
Search screen - results
The result list shows different symbols based on the status of the vehicle and customer:
SAP Business Partner exists with the shown customer number
SAP Business Partner exists. Empty customer number means that role “Customer” was not created for this BP.
SAP vehicle master data exists with the shown VIN number.
OAS user profile exists with the shown VIN number.
Vehicle number assigned to OAS profile. Green color means that vehicle data saved in OAS profile and SAP vehicle master are the same.
Customer number assigned to OAS profile. Red color means that customer data saved in OAS profile and in SAP customer master are different.
Selecting a line from the search result list takes over the master data to the order creation main screen.
Selection of Services
The main screen of the SRS Order (Appointment) features three segments of information: Vehicle data, customer data and order data. Based on customizing, certain fields might be mandatory, optional or not visible at all.
The lower part of the screen shows services that the user can select.
Selection of Services
The availability and sequence of screens can be configured in the SRS Customizing. Screens may contain data from
a. Estimation Catalogs - radio button (single select), checkbox (multiple select) or decision tree
b. BAdI implementation (/DBME/WMA_SERVICE_SCREEN; Enhancement Spot /DBME/WMA) - fill services in a similar way as estimation catalogs or provide information only
Summary Screen
The selected demands are shown in the summary screen including their demand type and planned duration. A number next to the summary icon indicates the number of selected items.
Summary Screen
Counter
Required start date and end date can be changed for each selected demand to restrict the planning.
Change Required Starting and Ending date
For each demand a preferred resource (service advisor, mechanic, ...) may be selected. For example, this allows the customer to always meet with the same service advisor.
Preferred Resource
Preferred Resource- selecting
The summary screen allows managing demands in the following ways:
- Create demand - new demand can be added to the order
- Delete/Cancel demand - demand can be removed from the list
- Copy demand - copy a demand in the summary tab of the IAS to make it easier and faster for the user. One or more rows have to be selected and can be copied.
Add manual demand and delete demand
To-Do Basket - Demand copy
Location Screen
On the location screen one or multiple target workshop locations may be selected to be considered for appointments.
Location Screen
It is possible to search for locations by starting to type a part of the name or address:
Location- searching
Which locations are available for the user to choose from depends on the assignment of the user to an SRS hierarchy.
Setting the hierarchy for a user
Hierarchy IDs that represent workshops must be marked in the hierarchy master with flag “Is Workshop” to allow planning and to show up in the location list. If no location is selected, the location screen icon remains red and it is not possible to save the order.
BAdI /DBME/WMA_OAS_HIERARCHY_ID (enhancement spot /DBME/WMA) allows further filtering of the location list.
Date Screen
The date screen allows the user to call the DBM|E SRS Planning Engine to find available appointment slots. Parameters which influence the planning (e.g. customer is waiting or customer requests a replacement car) may be selected or deselected before requesting proposals.
The DBM|E SRS Planning Engine then identifies resource roles required for the appointment, finds available resources in the selected workshops and builds a configurable number of proposals which are presented to the user.
Date Screen
The relevant parameters are determined by the parameter group assigned to the selected hierarchy ID (location).
Parameter Group of the Hierarchy
The parameter group can be defined as master data in the SRS customizing.
Definition of the parameter group in the DBM|E SRS Customizing
In the DBM|E SRS menu the parameters can be assigned to the parameter group using lean condition depending on the following data:
- Hierarchy – ID
- Parameter Group
- User Role
- Make Code
Condition tables as well as access sequence are defined in the customizing tree of DBM|E SRS:
Finding the Parameters via Lean Condition
The parameters are only displayed on the date screen in case a demand type is assigned to the parameter (and a few exceptions as part of the standard).
Assigning a demand type to the parameter
Parameter Screen
On this screen all determined parameters are displayed. Only Parameters not relevant for planning (without a demand type and exceptions provided in standard) can be activated or deactivated.
Parameter Screen
Agreement Screen
The agreement screen shows customized agreements which may be mandatory (marked by an asterisk * ) for the user to select before the appointment can be saved.
Agreement Screen
The relevant agreements are determined by the agreement group assigned to the selected hierarchy ID (location).
Agreement Group of the Hierarchy
The agreement group can be defined as master data in the Customizing of the SRS.
Definition of the Agreement Group in the DBME|SRS-Customizing
In the DBM|E-SRS menu the agreements can be assigned to the agreement group using Lean Condition depending on the following data:
- Hierarchy – ID
- Agreement Group
- User Role
Condition tables as well as access sequence are defined in the customizing tree of DBM|E SRS:
Finding the Agreements via Lean Condition
Notes Screen
The notes screen allows the user to enter additional information. The notes are saved as order-related standard text of text object /DBME/W_OR.
