Reserved Material

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Reserved Material allows you to apply additional controls to inventory used in activities and service calls. This is done to ensure material is available as needed and that service calls and activities can be scheduled and completed without additional delays.

The key components of the Reserved Material Process are:

Role Description
Enterprise Resource Planner (ERP) If appliable, the ERP is the system in which reserved materials are created and managed. This information is communicated along with the service call and acrivity information to the Planning & Dispatching module where it can be scheduled and released to a technician.
Planning & Dispatching When service calls and/or activities are communicated from an ERP system (example: SAP Business One), they can be viewed, planned and assigned to a technician. In addition, service calls and/or activities can also be created directly and assigned reserved materials.
Equipment Equipment is generally the focus of a service call or activity, and generally involves its repair, service, replacement, etc.
Material Material are the items or articles used in the activity or service call to repair, service, or replace equipment. In the Reserved Material process, these items are specified by quantity and warehouse and can be managed with or without batch and/or serial number.
Person The person is generally the employee/technician responsible for responding to the service call and completing the assigned activity. They will enter the relevant Reserved Material information, such as the quantity and warehouse location, whether the material is managed by batch or serial number, etc.

Activity vs. Service Call

Reserved Materials can be assigned to both to activities and service calls, which helps to ensure your field service engineers are consuming the correct parts reserved for their activities. Generic material, however, can still be assigned to the service call, where it will be accessible to all activities linked to that service call.

Reserved Material Lifecycle

Import Custom Rules
You must first import the reserved materials custom rules in order to be able to create reserved materials in SAP B1.
Enable DI_API
Next you will need to enable the DI_API for the UDT to ensure the table is visible.
Designate Reserve Material
Using the newly-imported custom rules, you will now be able to designate items in SAP B1 as reserved material.
Enable Permissions and Settings
After importing the custom rules in SAP B1 and creating Reserved Material, you can then update the permissions in the Admin application for the feature to operate. There, you will assign UPDATE and READ permissions to the Reserved Material business object.
Service Call Creation
After upading the permission settings, service calls with reserved material can originate in SAP B1 and be released as activities in Planning & Dispatching.
Service Call Checkout
When completing the checkout with the customer, the technician can then input how many of the Reserved Material item were used (example: 5/10).
Sync Data from Mobile
When this is synchronized with the cloud and the ERP in the backend, the reserverd material consumption information is also communicated. Any remaining material could then be used for another activity.

Setup in SAP B1

Import Reserve Material Custom Rules

Key to the Reserved Material process is the designation and management of these materials in SAP B1. This is accomplished by importing custom rules to enable:

  • The creation of a Reserved Materials tab in the SAP B1 interface.
  • The ability to right-click materials to add designate materials as reserve materials.

In order to import the custom rules, complete the following:

  1. From SAP B1, navigate to Customize > Import Rules.
  2. From Import Rules, select Upload File > UDT Handler > Import.
  3. Select the following “Reserved Material” custom rules file.
  4. When complete, you will then need to restart the computer.

When you restart the computer and restart SAP B1, a Reserved Material tab will now be present, and you will be able to right-click to add reserved materials.

Enable DI_API for new UDT

Next, you will need to enable the DI_API for the new UDT. This is accomplished as follows:

  1. As administrator edit the following file on SAP Server (Program Files or Program Files(x86):C:\Program Files (x86)\SAP\SAP BusinessOne\AddOns\COR\coresuite\COR_Customize_UDTHandler\XML\UDTExcludeList.txt
  2. Remove the line entry COR_CLOUD_* from this file. This ensures you will see the table in the UDT Handler.
  3. Search for the newly added UDT (COR_CLOUD_CSMRESMAT) in SAP under “Addons>Coresuite Customize> UDT Handler” and enable the checkbox ’Use DI API’ for it
  4. Restart SAP Client

Designate Reserved Material in SAP B1

After importing the custom rules, you will then be able to create reserved material in SAP B1 by completing the following:

  1. Right-click on the material record and select the Add Reserved Material option.
  2. Select the Quantity to be reserved.
  3. Select the Warehouse ID

Now, when service calls are created that include reserved materials, they can be viewed and managed from the Reserved Material tab.

Note: Reserved Material information can also be viewed from Planning & Dispatching in the Service Call Details section.

Setup in Field Service Management

The following permissions must be enabled with rights to UPDATE and READ reserved material:

Permission Name Impacted Description
Reserved Material Activities of type “Assignment” Allow checkout with left-over reserved material. If you check this box, the user can do a checkout with left-over Reserved Material.
Stock Transfer Activities of type Assignment > Reserved Material In order to be able to use this, you must also have the permissions for Reserved Material.

Enable Reserved Material Permissions

1.) Navigate to Admin > User Groups.

2.) Select the Service Technician user group (or the user group who will use the reserved material functionality) from the User Groups list:

3.) Select the Edit option.

4.) In the next screen, search for RESERVEDMATERIAL in the Object Type field in the Permissions section.

5.) Ensure the following:

  • Read is set to ALL
  • Update is set to ALL

6.) When Complete, select the Update option.

7.) The Stock Transfer permissions can now be configured.

Enable Stock Transfer Permissions

1.) In the Object Type field under permission search for STOCKTRANSFER.

2.) Ensure the following:

  • Read is set to ALL
  • Update is set to ALL
  • UI Permissions is set to Visible

3.) When complete, select the Update button.

4.) The required permissions to operate the Reserved Material functionality will now be complete.

Reserved Material Settings


Attention: The ReservedMaterialPreShippingEnabled is only available for Android, and can only be used when operating Field Service Management with the SAP-ECC Connector.

The ReservedMaterialPreShippingEnabled setting is used for “advance shipment” scenarios, such as when an assignment requires spare parts that are sold to the customer prior to an assignment. Pre-shipment reserved materials are “out of the stock” when sold and sent to a customer.

The following setting impacts how the application handles reserved quantity that is available vs. reserved quantity that has been ordered:

Setting Value Description  
CoreSystems. ReservedMaterial PreShippingEnabled      
  TRUE To calculate the remaining quantity for reserved material against the “new” shipped quantity instead of the existing “reserved” quantity. If the shipped quantity is less than the reserved quantity an alert icon is shown on the mobile apps on the home screen and the assignment detail screen. Option to alert the technican if the reserved materials that was planned to be pre-shipped as advanced shipment for a service call has not yet been sent to site.
  FALSE Setting is not defined to calculate the remaining quantity for reserved material against the existing “reserved” quantity. This helps to warn the technician to reschedule the site visit instead of