Assign RP to service order and find matching technician

Assign the profile to a service order
Find a matching technician for the new activity in SAP FSM

Please note that the below described process depends on BAdI implementation for ‘REQUIREMENT’ objects. With the default BAdI implementation, ‘REQUIREMENT’ objects are transferred for activities based on the requirement profile assigned to a related service order operation.

Learn more: /PACG/ECM_TRIG_REQ – Requirement

1.1 Assign requirement profile to a service order operation

Go to transaction IW31 to create a new service order. After filling all necessary information in the Header Data tab, go to the Operation tab. Choose your operation and click option “Internal”.

Enter the name of the requirement profile in the ‘Qualifications’ block. Release and save the service order.

An idoc of type /PACG/ECM_ITYPE_REQUIREMENT should be generated. The REQUIREMENT object connects the new activity with a tag (in this case the tag is qualification ‘Training qualification 1’).

1.2 Find matching technicians in SAP FSM

Find the newly created activity on the Planning and dispatching board. Right-click on the activity and choose “Find Matching Technician”.

You will see list of technicians displayed on the sidebar. The number of blue dots shows how suitable a technician is for the chosen activity.