End to End service call in FSM – Part 1(Configuration)

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End to End service call in FSM – Part 1(Configuration)

Overview

This blog post is about the pre-configuration required for creating a service call in a standalone company using SAP FSM.

Standalone company means there won’t be any predefined data, everything you have to create/configure in the system from scratch. The first part of this blog shows the creation of data and configuration required to run a service call. The second part of this blog will show the execution of service calls using the same data.

To create a service call you need to configure following items in FSM

Configuring technician in FSM:

There are different ways through which a technician can be configured in the system

  • By adding a user in admin and assigning a Service technician group to that user.
  • By navigating to master data> peoples and adding the technician manually
  • By importing a csv file of technician in master data> people
  • By integrating through API which can import the technicians from a different system

Below are the steps of creating a technician in FSM by assigning a Service technician group to a user

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Steps

Expected result

Comments

Attachments

1

Login into FSM Admin system using below details

URL: https://eu.coresystems.net/admin

Account name:XXXX

User ID:XXXX

Password:XXXX

Admin logged in successfully

   

2

Click on heading Users available on the left of the screen and click create button

Create user dialogues opens up on the screen

   

3

Fill in all the details and click save

Note: In the name field avoid spaces between the alphabets. To know the difference between different company types see the details in the comment section

The user is created and listed on the list

  • To allow this user to see the company details turn on create persons in companies

 

4

Select user and click on  Edit button available in User section and select following details from the drop-down:

  • In user group section next to your company select Service technician

  • In persons section select the user next to the company you are working on

Click on the update button

User record updated

   

5

Select the user by checking the checkbox next to it and click on the activate button available at the top right of the screen

User is activate and can be used to login into the system as a technician

   

 

Configuring Business partner/customer

There are different ways through which a business partner can be added into the system

  • By navigating to master data> Business partner and add the Business partner  manually clicking on the (+) button
  • By importing the Business partner csv file. The template of the business partner csv file can be found on the same screen
  • By integrating through API which can import the business partner from different system

Below are the steps of creating a business partner in FSM manually

S.no

Steps

Expected result

Comments

Attachments

1

Login into FSM Application system using below details

URL: https://eu.coresystems.net/

Account name:XXXX

User ID:XXXX

Password:XXXX

User logged in successfully

   

2

Click on the Application icon on the top right of the screen and select Master data

The user navigates to master data screen

   

3

Click on heading Business partners available on the left of the screen and click on create button

Create user dialogues opens up on the screen

   

4

Fill in all the details and click save

The Business partner  is created and listed on the list

The field Customer Type is mandatory and has the following options: Customer, Company, Lead, Private and Supplier.

  • Choosing the option Customer will add this Business Partner to the list of Customers on the Planning and Dispatching module

  • Choosing the option Supplier will add this Business Partner to the Vendors list on the Items screen

 

5

Click on the Application icon on the top right of the screen and select planning and dispatching option

The user navigates to planning and dispatching board

   

6

Click on dispatching board and create a service call

A newly created business partner will appear in the list when you will click on customer field

   
 

Configuring Items:

S.no

Steps

Expected result

Comments

1

Login into FSM Application system using below details

URL: https://eu.coresystems.net/

Account name:XXXX

User ID:XXXX

Password:XXXX

User logged in successfully

 

2

Click on the Application icon on the top right of the screen and select Master Data

The user navigates to master data screen

 

3

Click on heading Equipment available on the left of the screen and click on create button

The screen to add all the details for the Equipment will be shown and the user can fill in the form.

 

4

Fill in the details and save

  • Click on the item name field and select the item configured while executing the item configuration scenario

  • The Equipment will be shown in the list of equipment.

  • The Equipment will be available to be associated with a customer

Some important details:

  • Business Partner – This means the owner of the Equipment, or with whom the equipment is if it was hired

  • Skills – Adding Skills will allow us to have an automatic process to assign Technician after creating a Service Call

  • Location – This address will be loaded automatically when a Service Call is created

5

Click on the Application icon on the top right of the screen and select Planning and Dispatching option, then choose to create a Service Call

The equipment will be available to be selected for a service call.

 

 

Summary:

This blog provides the preconfiguration required to run the service call in FSM using the Standalone company. There are different ways through which the data configuration can be done in the system which are also mentioned.

The second part of this blog will include the details of running service calls using the same data.

Author:

Nabeel Khan

Nabeel Khan

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