Data Object Management

Attention: SAP Field Service Management documentation is now available at the SAP Help Portal. On 31 December 2020, docs.coresystems will no longer be available. Until that time, documentation will NOT be updated in docs.coresystems.

In a Nutshell

The Master Data Management module includes several tabs used to create and manage specific data object types:

  • Business Partners
  • Contacts
  • Equipment
  • People
  • Items
  • Service Contracts
  • Tools
  • Skills

A Closer Look

The Master Data Management module includes the following tabs to manage data used in the application:


Business Partners


The Business Partners tab is used to create and manage Business Partner records used throughout the Field Service application. Business Partner is a term commonly used in Enterprise Resource Planner (ERP) systems, and generally represents companies or customers.

Note: In order for a business partner logo to display, a website with a valid favicon must be included in the Website field.

Field Description
General Info
Business Partner ID The unique ID of the business partner.
Name The name of the business partner.
Customer Type Dropdown. Options include:
  • Customer
  • Lead
  • Supplier
Group The name of the group which the business partner belongs to. This must be a value which is also present in the BusinessPartnerGroup model.
Price List Specifies the pricelist assigned to this business partner. The pricelist is used during creation of sales orders, materials and other objects which allow to choose items to calculate the prices.
Phone 1 The primary phone number associated with the business partner.
Phone 2 The secondary phone number associated with the business partner.
Fax The fax machine number.
Email The public email address associated with the business partner.
Website The website address associated with the business partner.

Note: If a favicon exists for the business partner website, it will then display in the application beside the business partner record.
Address
Name The name associated with the address (i.e. "shipping address" or "billing address").
Address The address of the business partner. This can include the following:
  • Street
  • Street No.
  • Zip Code
  • City
  • State
  • Country
  • County
  • Block
  • Building
  • Floor
User Defined Fields
This section will display any user-defined fields that were specified and uploaded using the Data Loader templates.
Notes
Remarks Text entry. 3000 character limit. Any remarks associated with the business partner.
Attachments
Drag and Drop Files Here Here, you can drag and drop files from your local machine and upload them to the cloud.
Unresolved Service Calls
[Unresolved Service Call Subject] If applicable, the unresolved service call subject.
[Unresolved Service Call ID] The ID of the unresolved service call.
[Unresolved Service Call Status] The current status of the unresolved service call.

Contacts


The Contacts tab is used to create and manage contact records used throughout the Field Service application. Contact is a term commonly used in Enterprise Resource Planner (ERP) systems, and generally represents the employees of a given Business Partner.

Field Description
Basic Info
Title If applicable, the title of address of the contact (example: Mr., Mrs., Dr., etc.).
Gender The gender of the contact. Options include:
  • Male
  • Female
  • Unknown
Work
Position The position of the contact.
Profession The profession of the contact.
User Defined Fields
In this section, any user defined fields associated with the contact record will be displayed.
Contact
Office Phone The office phone number associated with the contact.
Mobile Phone The mobile phone number associated with the contact.
Fax The fax machine number associated with the contact.
Email The email address associated with the contact.
Skype The Skype ID of the contact.
Notes
Remarks Text entry. 3000 character limit. Any remarks associated with the business partner.

Person


The People tab is used to create and manage person records used throughought the Field Service application. The Person generally represents the employees, users or sales employees of your company.

Note: When a valid picture has been uploaded in the Personal Info section, it will display beside the employee in the Planning Board located in the Planning & Dispatching app.

Field Description
Basic Info
Person ID The unique ID of the Person (employee).
Active Employee Slide indicator. When active, indicates that the Person is an active employee.
Last Name Required. The last name of the employee.
First Name The first name of the employee.
Employee Type Required. The employee type. Options include:
  • ERP User
  • Employee
  • Sales Employee
Position The position of the employee.
Department The department to which the employee is assigned.
Manager The manager to which the employee reports.
Start Date Calendar picker. The date on which the employee started employement.
External Resource Slider. Indicates that the employee is an external resource.
Plannable Resource Slider. Required. Indicates that the employee is available to receive assignments in the application. When active, the employee record will be displayed in the Planning Board of the Planning & Dispatching app.
Max Distance Radius Here you can enter the maximum service distance radius a technician can respond to (example: 25 KM/miles). This means that the technician can only be assigned to service calls and activities that fall within the set radius.
Note:The unit of measure is based on the localization. For example, US users will automatically see miles as the unit of measure instead of kilometers.
Personal Info
Picture Drag and Drop attachment picker. The picture of the employee. This picture will display in the Planning Board of the Planning & Dispatching app beside the employee's name. The max size is 1MB, and JPG TIF, PNG, and GIF formats are supported.
Address
Name The name associated with the address (i.e. "shipping address" or "billing address").
Address The address of the business partner. This can include the following:
  • Street
  • Street No.
  • Zip Code
  • City
  • State
  • Country
  • County
  • Block
  • Building
  • Floor
User Defined Fields
In this section, any user defined fields associated with the contact record will be displayed.
Notes
Remarks Text entry. 3000 character limit. Any remarks associated with the business partner.
Permission Groups
Permission Group The permission group with which the person is associated (example: service technician). Permissions and permission groups are managed and created in Admin > </strong>Companies</strong> > User Groups.

Note: In order to view and manage permission group settings, you must be assigned a Super User role.
Contact Info
Office Phone The office phone number associated with the employee.
Home Phone The office phone number associated with the employee.
Mobile Phone The mobile phone number associated with the employee.
Skype The Skype ID of the employee.
Fax The fax machine number associated with the employee.
Pager The pager number associated with the employee.
Email The email address associated with the employee.
Attachments
Here, you can select files from your local machine and upload them to the cloud.

Equipment


The Equipment tab is used to create and manage equipment records used throughought the Field Service application. Equipment is a specific item or machine installed on customer side with a certain address and serial number.


Field Description
General Info
Item ID The unique ID of the Equipment generated by the application.
External ID If applicable, the unique ID of the Equipment used by an external system.
Picture Drag and drop/attach file. A picture of the equipment.
Active Slider indicator. Indicates that the equipment record is active, i.e. in use.
Name The name of the equipment.
Serial No. The serial number associated with the equipment.
Manufacturer Serial Number If applicable, the manufacturer serial number.
Status The current status of the equipment. Options include:
  • Draft: the record is currently incomplete or being entered.
  • Generic: the default status.
  • Inactive: the equipment record is inactive, i.e. only used for recordkeeping purposes.
Equipment Type The type used to categorize the equipment. This can be used as a filter to search for equipment records that share an Equipment Type.
Parent If the equipment is a component or part of a kit, the parent equipment.
Item Name The name of the item.
Item Code Read only. The code associated with the item. This code is generatd automatically by the application.
Notes If applicable, notes associated with the equipment record.
Attachments
Here, you can select files from your local machine and upload them to the cloud.
User Defined Fields
In this section, any user defined fields associated with the contact record will be displayed.
Business Partner
Business Partner Required. The name of the business partner associated with the equipment.
Contact The contact associated with the equipment business partner.
Location
Copy from business partner Checkbox. If selected, the application will import data from the business partner selected in the Business Partner above.
Location Type The type of location associated with the equipment. Options include Address or Coordinates. If coordinates are selected, you can then input the coordinates of the equipment and select save.
Address Name The name or entity to which mail is addressed.
Address Type The type of address associated with the equipment. Options include:
  • Bill to
  • Ship to
  • Unknown
Address
Note: Geocoordinates can also be used for equipment where no fixed address exists.

The address of the equipment. This can include the following:
  • Street
  • Street No.
  • Zip Code
  • City
  • State
  • Country
  • County
  • Block
  • Building
  • Floor
  • Remarks (3000 character limit)
Skills
Skills Here you will see any skills that have been associated with the item. Additionally, you can add or create skills by selecting the + icon.
Unresolved Service Calls
[Unresolved Service Call Subject] If applicable, the unresolved service call subject.
[Unresolved Service Call ID] The ID of the unresolved service call.
[Unresolved Service Call Status] The current status of the unresolved service call.

Items


The Item tab is used to create and manage item/article records used throughought the Field Service application.


Field Description
General Info
Item ID Read-only. The unique ID of the Item. This ID is generated automatically by the application.
External ID Read-only. If applicable, the unique ID of the Item generated by an external system.
Name Required. The name of the item.
Picture Drag and drop. Here you can select a picture of the item from your computer to associate with the item record. When selected, it will display next to the item record.
Active Indicator. If selected, it indicates that the item is active (i.e. in stock, in use, etc.).
Group If applicable, the group associated with the item.
Item Type Dropdown. The type associated with the item. Options include:
  • Item
  • Labor
  • Travel
Unit of Measure The unit of measure associated with the item (example: liters).
Ordinal Number entry field. If applicable, the numerical ordinal rank or sequence of the item.
Vendor Filterable list of values. The vendor associated with the item. Here you can select a vendor from business partner-vendor records to associate with the item.
Stock
Warehouse A list of all available warehouses associated with the item.
Committed The number of items currently committed to a given warehouse
Stock