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July, 2020
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https://docs.coresystems.net/integration/in
tegration-overview.html
Recent Innovations
▪ What’s new in 2005
Process Description
SAP S/4HANA
SAP Field Service Management
(Cloud and On Premise)
• A released service order is
INSTALLATION SERVICE REPAIR FINANCE PLANNING CONFIRMATIONMOBILE SELF CROWD replicated into the FSM planning
board
SERVICE
QUOTATION • Using advanced scheduling the
best matching technician(s) can be
SLA ACTIVITY
SERVICE CONTRACT SERVICE CALL ACTIVITY assigned to the service order
PRICE RELEASE RESERVED MATERIAL
• Releasing the assignment will push
BILLING PLAN SCHEDULING a notification to the technician’s
SERVICE ORDER mobile app
TECHNICIAN SYNC TO • On the offline mobile app, the
INVOICE ACTIVITY RELEASE
DATES MOBILE technician can confirm planned and
unplanned effort, parts and
BACK-
ACTIVITY CLOSE
REPORTING expenses. The technician can also
generate a PDF summary and
GOODS MOVEMENT
SERVICE TIME, EXPENSE, MATERIAL
T&M APPROVAL capture the customer’s signature
CONFIRMATION
• After T&M Journal approval a
TIMESHEET INVOICE Service Confirmation is created with
follow-up Timesheet, Goods
Movements and Billing Request
(*)
STOCK STOCK
EQUIPMENT EQUIPMENT
EQUIPMENT
EMPLOYEE PERSON
INSTALLATION SERVICE REPAIR FINANCE PLANNING CONFIRMATIONMOBILE SELF CROWD • Create, update, delete from S/4 to FSM
• Create, update, delete from FSM to S/4
SERVICE • Including attachments
QUOTATION
• Including qualifications/skills
SLA
SERVICE CONTRACT SERVICE CALL ACTIVITY • Aligned Status management
PRICE
• Extensibility
BILLING PLAN SCHEDULING
SERVICE ORDER
Bi-directional Activity replication
TECHNICIAN SYNC TO
INVOICE ACTIVITY RELEASE
DATES MOBILE
• Create, update, delete from S/4 to FSM
BACK- • Create, update, delete from FSM to S/4
ACTIVITY CLOSE
REPORTING
• Attachments from FSM Activity to S/4 Service
SERVICE TIME, EXPENSE, MATERIAL Order
GOODS MOVEMENT T&M APPROVAL
CONFIRMATION • Extensibility
TIMESHEET INVOICE
© 2020 SAP SE or an SAP affiliate company. All rights reserved. ǀ PUBLIC Standard Interface available now Enhancements planned on Roadmap 14
Field Service Management with S/4HANA Service | Roadmap (2/4)
Time & Material Journal
SAP S/4HANA
SAP Field Service Management
(Cloud and On Premise)
• Create service confirmation for spare
parts, effort, expenses, mileage upon
INSTALLATION SERVICE REPAIR FINANCE PLANNING CONFIRMATIONMOBILE SELF CROWD
T&M approval
TIMESHEET INVOICE
© 2020 SAP SE or an SAP affiliate company. All rights reserved. ǀ PUBLIC Standard Interface available now Enhancements planned on Roadmap 15
Field Service Management with S/4HANA Service | Roadmap (3/4)
SAP Cloud for Customer integration
SAP S/4HANA SAP Service Cloud SAP Field Service Management
(Cloud and On Premise) (Cloud for Customer)
• C4C Ticket to S/4HANA Service Order
integration
INSTALLATION SERVICE REPAIR FINANCE SOCIAL SMS E-MAIL PHONE QR IOT PLANNING CONFIRMATION MOBILE SELF CROWD
TICKET
SERVICE
FOLLOW-UP FLOW
QUOTATION
SLA
SERVICE CONTRACT SERVICE CALL ACTIVITY
PRICE
BACK-
ACTIVITY CLOSE
REPORTING
SERVICE
GOODS MOVEMENT T&M APPROVAL
CONFIRMATION
TIMESHEET INVOICE
© 2020 SAP SE or an SAP affiliate company. All rights reserved. ǀ PUBLIC Standard Interface available now Roadmap Enhancements planned on Roadmap 16
Field Service Management with S/4HANA Service | Roadmap (4/4)
Master Data
SAP S/4HANA SAP Field Service Management SAP Asset Central
• Contact Person - Bi-directional replication
BUSINESS • Stock replication
CUSTOMER
PARTNER
• Equipment – Direct automatic replication
• Employee – Direct automatic replication
CONTACT PERSON CONTACT PERSON
• Organizational model
• Qualifications/Skills
MATERIAL ITEM
(*)
STOCK STOCK
EQUIPMENT EQUIPMENT
EQUIPMENT
EMPLOYEE PERSON
ORGANIZATION REGION
QUALIFICATIONS SKILLS
Documentation
Demo
▪ Blog: https://blogs.sap.com/2019/12/12/the-power-of-sap-s-4hana-5-integration-with-sap-c-
4hana-field-service-management/
▪ Video: https://youtu.be/owF8oAJ6cyQ
ECC CS
(Compatibility SAP C/4HANA SAP C/4HANA
Mode)
With Customization
MATERIAL ITEM
EQUIPMENT EQUIPMENT
EMPLOYEE PERSON
QUALIFICATION SKILL
ATTACHMENT ATTACHMENT
CONTRACT CONTRACT
ORDER ORDER
QUOTE QUOTE
OPPORTUNITY OPPORTUNITY
Documentation: https://docs.coresystems.net/integration/ecc-cs-s4hana-cs-integration.html
Demo Video:
https://enable.cx.sap.com/media/End-to-end+Scenario+with+Back-office+Integration+-
++SAP+Field+Service+Management/1_oq74x8nc
• Employee
• Business Partner
• Contact Person
EMPLOYEE EMPLOYEE PEOPLE
• Product
• Registered Product
CUSTOMER ACCOUNT CUSTOMER
• Skills
• Van Stock
CONTACT PERSON CONTACT PERSON CONTACT PERSON
REGISTERED
EQUIPMENT EQUIPMENT
PRODUCT
STOCK STOCK
SKILL SKILL
Documentation
https://help.sap.com/viewer/80bbfc15695f48b791eee1d6b081a5f2/2002/en-US
Demo videos
▪ Overview:
https://enable.cx.sap.com/media/SAP+Service+Cloud+Integration+Demo+%E2%80%93+SAP+
Field+Service+Management/1_gozc1x8d
▪ Ticket and Items Integration:
https://enable.cx.sap.com/media/Ticket+and+Items+Integration+with+SAP+Service+Cloud+%E2
%80%93+SAP+Field+Service+Management/1_tpnnhi85
▪ Master Data Integration:
https://enable.cx.sap.com/media/Master+Data+Integration+with+SAP+Service+Cloud+%E2%80
%93+SAP+Field+Service+Management/1_9oari8pz
SAP C/4HANA
SAP C/4HANA
SAP CRM
GOODS MOVEMENT
GOODS MOVEMENT
ACTIVITY RELEASE
SYNC TO ▪ Price lists
MOBILE
▪ Attachments
SERVICE
CONFIRMATION ACTIVITY
ACTIVITY CLOSE
CHECKOUT
Time
TIME, EXPENSE,
T&M APPROVAL
INTERNAL ORDER Expense MATERIAL, MILEAGE
Material
RELEASE
BILLING REQUEST
Mileage
CATS
GOODS MOVEMENT
Master Data
SAP CRM 7.0 SAP Field Service Management
PRODUCT MASTER
ITEM
EQUIPMENT
EQUIPMENT
(Ibase with hierarchy)
Documentation
• SAP Help:
https://api.sap.com/odata/1.0/catalog.svc/Files('54ed636f529045c8b3bb2c38de010bed')/$value
• Integration Flows:
https://api.sap.com/package/SAPCRMIntegrationwithSAPFieldServiceManagement?section=Ov
erview
Reference to documentation
© 2020 SAP SE or an SAP affiliate company. All rights reserved. ǀ PUBLIC 43
Field Service Management with Business One | Pre-Requisites
SCHEDULING
TECHNICIAN SYNC TO
ACTIVITY ACTIVITY RELEASE
DATES MOBILE
BACK-
ACTIVITY CLOSE
REPORTING
A/R INVOICE
Master Data
Business One SAP Field Service Management
▪ Business Partner
BUSINESS PARTNER -
▪ User & Employee
ADDRESS
ADDRESS ▪ Item
▪ Equipment
BUSINESS PARTNER -
CONTACT PERSON
CONTACT
ITEM ITEM
EQUIPMENT EQUIPMENT
gert.tackaert@sap.com
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