Reserved Material de en Overview 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 for service calls, and that service calls can be completed without additional delays. The basic idea behind it is enabling materials to be reserved or dedicated to a specific service call in advance, so that technicians have the items they need to complete activities and service calls without delays caused by additonal parts orders and/or non-optimal sourcing. This also means that unless the reserved material requirement is met for the activity, then the service call be be rescheduled. The key components of the Reserved Material Process are: Role Description ERP It is in the ERP where reserved materials are created and managed. When activities are created in response to service calls, this information will be communicated to the Workforce Management module, where it can then be scheduled and released. Workforce Management When service calls with reserved material are communicated from SAP B1, they can then be viewed, planned, and assigned there. Warehouse The warehouse is the location in which items are stored. This physical location can be a building or a car. The Reserved Material Process allows you to, if applicable, specify from which warehouse you would like to source items to be used in the course of an activity, as well as to improve oversight of the materials. Equipment Equipment is generally the primary focus of a service call, with the related activity generally involving a service or repair of this equipment. Material Material are the items or articles used in the activity to repair, service, or replace the equipment. In the Reserved Material process, these items are specified by quantity and location and assigned to the activity. Person Person is the employee/technician responsible for responding to the service call and completing the assigned activity. They will complete the checklist and enter the reserved material quantity data. From Start to Finish 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 Coreystems store 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 Workforce Management. 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: From SAP B1, navigate to Customize > Import Rules. From Import Rules, select Upload File > UDT Handler > Import. Select the following “Reserved Material” custom rules file. 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: 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 Remove the line entry COR_CLOUD_* from this file. This ensures you will see the table in the UDT Handler. 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 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: Right-click on the material record and select the Add Reserved Material option. Select the Quantity to be reserved. 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 Workforce Management in the Service Call Details section. Setup in Field Service Management Reserved Material Permissions 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 From the main page of the Coresystems store click on the “Cloud Users” link. Search for the cloud user for whom you would like to assign permissions to READ and UPDATE Reserved Material. Click on the user record. Click on the dropdown list corresponding to your company in the “Linked Permission Groups” section. Chose the permission group to which you want to assign the permissions on Reserved Material. Click on “Update”. 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 PreShippingEnabled 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. FALSE or setting is not defined to calculate the remaining quantity for reserved material against the existing “reserved” quantity. 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. This helps to warn the technician to reschedule the site visit instead of unnecessary traveling and time inefficiencies. The Action Workforce Management Service calls with reserved material will originate in SAP B1 and be released in Workforce Management. Viewing Reserved Material Details The reserved material details can be viewed by completing the following: From the Service Call list, right-click the service call with reserved material you would like to view and select the Show Details option. In the Reserved Material section, you will be able to view all reserved material information related to the service call and activity. Releasing Assignment with Reserved Material To release an activity with reserved material, complete the following: After a service call with reserved material has been created in SAP B1, it will then be communicated to Coresytems using the SAP B1 Cloud Connector. From there, the assignment can be released by completing the following: From the Workforce Management screen, select the service call with the reserved material you would like to release. Drag and drop the service call from the Service Call List to the Planning Board. After finding the optimal response time and personnel, select the Release Assignment option from the top row (assignments can also be released by right-clicking the assignment record). The technician will then receive an alert with the assignment details. Mobile Application Reserved Material can then be viewed and managed from the mobile application by completing the following: Synchronize data to the mobile application. You will now be able to see Reserved Material in in the assignment. When picking up location, warehouse location will update from physical address to technician automobile. Later, when you complete the checklist and checkout, you will be prompted to enter the quantity of reserved material used (enabled by the Reserved Material permission). Now, when you Synchronize data from the mobile application, the remaining reserved quantity could then be reserved for another activity.