SAP Field Service Management (FSM) stands as a cloud-based solution, a strategic asset for businesses seeking to streamline their field service operations. Offering a comprehensive perspective of the field service organization, it empowers businesses to efficiently plan, schedule, and dispatch work orders, while simultaneously tracking resources and monitoring performance in real-time. SAP FSM serves as a dynamic tool, ensuring businesses stay agile and responsive in managing their field service.
Course Content
Introduction to SAP Field Service Management
- Overview of how SAP Field Service Management fits into SAP’s portfolio.
- Solution overview.
- SAP Field Service Management functionalities
- UI walkthrough: Workforce management, Planning and Dispatching, and other Apps.
Administration 1
- Architecture – High Level with SAP CRM Integration.
- Main components of FSM from Super user.
- Account & company configuration:
- Company configuration.
- Org Structure.
- Permission objects.
Master Data Management
- Main business objects.
- Data object management.
- Data loader and data exporter.
- Data API.
Planning & Dispatching
- Service call lifecycle.
- Create and assign a service call.
- Release scenarios.
- Reservation types.
- Service Map.
- Using skills and filters.
Screen Configuration
- Configure UI web and Mobile apps.
- Conditional visibility, Custom fields, and UI screen.
Mobile Field Service
- Mobile service workflow.
- Create new assignments on mobile.
- Reserved materials.
Smartforms
- Smartforms templates and designer.
- Smartforms in mobile applications.
Administration 2
- Company settings.
- Service Workflow configuration.
- Custom translations.
- Data management & monitoring.
Integration
- API hub and Integration package for Integration with CRM.
- End-to-end process with integration points.
- Configuration Steps with Suggestions.
Business Rules
- Use cases.
- Business Rule Configuration.
- Validating and Executing a Business Rule.
Analytics & Reports – Jaspersoft Studio
- Business reports via Dashboards.
- Report template technologies.
- Generating reports.
Crowd Workforce
- Use cases.
- Partner Portal.
- Dispatching process for crowd workforce.
Customer Self Service
- Self-service functionality.
- Set up, configuration, and branding.
Learning Resources
- Links to useful SAP Field Service Management portals, help, documentation, and enablement platforms.
Additional Topics:
- Record effort, material, mileage, and expenses.
- Activity feedback.
- Checkout and group checkout.
- Considerations for synchronization and offline use.
Online batches
- Please get in touch to get more information on running and upcoming batches.