Permissions Management



In a Nutshell

Permissions are used throughout SAP Field Service Management to customize application behavior.

There are three essential components which compose permissions in SAP Field Service Management:

Component Description
Users An account can consist of multiple users. Users refer to anyone with a login to SAP Field Service Management.
Companies A company is a grouping of users. “Company” can reflect an actual company, or a department or branch within a company.
Permission Groups Permission groups are then applied to companies and represent different roles or levels of access that you wish to provide different users within a company.

The following diagram is a representation of the relation between users, companies, and permission groups:


Permission Management Workflow

Create User Group
In addition to the prebuilt user groups, you can also create new user groups to customize application behavior for your users.
Select Business Object
After you have your permission groups in order, you will then be able to associate them with your companies. To do this, you will first select a Business Object whose behavior you wish to modify (example: Activity).
Select CRUD Operator
After selecting the business object, you will then choose which operations you wish to modify. The basic operations available in the application are Create, Read, Update, Delete.
Assign Operator Permission
After selecting the CRUD operator, you will then select for whom you wish to apply the settings. Options include: All, Own, and None,which will be applied to the Permission Group + Business Object + CRUD Operator combination.


CRUD Operators

The permissions assigned in the Admin application are for CRUD operators (Create, Read, Update, Delete) available to users in the application:

Operator Description
Create Enables users to create a new resource in the application. For example, applying Create permissions on Alerts for Own, you would enable users assigned to the permission group to creat their own alerts in the application.
Read Enables users to read resources in the application. For example, applying Read permissions on Approvalsfor Own, you would enable users assigned to the permission group** to read approvals if they have been defined as a decision maker.
Update Enables users to update existing resources in the application. For example, by applying Update permissions on Checklist for Own, you would enable users assigned to the permission group to update their own checklists.
Delete Enables users to delete existing resources in the application. For example, by applying Delete permissons on Quotations for None, you would prevent users assigned to the permission group from deleting quotations–even those they create themselves.
Note: Not all CRUD operators are available for every permissions setting.

Operation Permissions

When applying permission settings, there are three options available:

Option Description
All By selecting, the permissions settings will be available for all users associated with the given permission group. For example, if you applied Read on Attachments and assigned it to All, you would be able to read/view all attachments.
Own By selecting, the permissions settings (example Update on Activity) will be available for all users associated with the given permission group. For example, if you applied Update on Activity and assigned it to Own, you would be able to update your own activities.
None By selecting, the permissions settings (example Delete on Quotations) will be available for no users associated with the given permission group. For example, if you applied Delete on Quotations and assignted it to None, you would be unable to delete quotations.



Field Description
Name The name of the user group. This name is entered when creating a new user group.
Description The description of the user group. This description is entered when creating a new user group.
Created The date/time at which the user group was created.
Updated The last date/time at which the user group was updated.
Data Sync Rules All data sync rules that have been applied to the user group. Refer to the Data Sync Rules section for more information.
By selecting the quick view icon, you can view all permissions/UI permissions associated with supported objects.


Permissions Management

Attention: A change to a permission group will trigger a full sync for all mobile devices.

Permissions for user groups can be managed at Users > User Groups by clicking on a User Group record and selecting the edit option.

The Permissions Management interface consists of the following:



Field Description
Object Type Here, you can select the business object for which you would like to edit the permissions. Please note the following
  1. Based on the object type selection, the UI Permissions values will change.
  2. Based on the object type selection, the available (if any) sync rules (example R38: Activities for the technician's team and skills) will change.
Create The ability to create a new record of the selected object type. Options include ALL, OWN, and NONE. Please refer to the CRUD Operators section for more information.
Read The ability to view a record of the selected object type. Options include ALL, OWN, and NONE. Please refer to the CRUD Operators section for more information.
Update The ability to update a record of the selected object type. Options include ALL, OWN, and NONE. Please refer to the CRUD Operators section for more information.
Delete The ability to delete a record of the selected object type. Options include ALL, OWN, and NONE. Please refer to the CRUD Operators section for more information.
UI Permission Any/all UI permissions associated with the object.
[ Data Sync Rules] Based on the selected object type, there may be sync rules that can be applied to improve synchronization times and database size. Please refer to the Data Sync Rules section for more information.

Create New User Group

When creating a new user group, the new user group will initially take the default permissions. These permissions can be viewed byt selecting the option in the User Groups view.

To create a new user group, complete the following:

Select the option.

In the next view, enter a name (required) and if desired, a description:


Select Save.

The new user group will now be visible in the user groups view and can be managed by selecting it and adding/modifying permissions as required.


Download User Group



User group permission settings can be downloaded to JSON format by selecting the download option and then selecting the user group you wish to download from the user group dropdown.

The user group permissions is formatted as follows:

Note: The below example does not represent a complete file.

{
  "classificationLevels" : [ "INTERNAL", "PUBLIC", "CONFIDENTIAL" ],
  "clientIds" : null,
  "description" : "Web User for General Purposes",
  "name" : "Web User",
  "permissions" : {
    "ACTIVITYFEEDBACK" : {
      "create" : {
        "options" : [ "NONE", "ALL" ],
        "value" : "ALL"
      },
      "createOwnCondition" : null,
      "delete" : {
        "options" : [ "NONE" ],
        "value" : "NONE"
      },
      "deleteOwnCondition" : null,
      "read" : {
        "options" : [ "NONE", "ALL" ],
        "value" : "ALL"
      },
      "readOwnCondition" : null,
      "update" : {
        "options" : [ "NONE", "ALL" ],
        "value" : "ALL"
      },
      "updateOwnCondition" : null,
      "visible" : true,
      "uipermissions" : [ ]
    },
    "EMAILTEMPLATE" : {
      "create" : {
        "options" : [ "NONE", "OWN", "ALL" ],
        "value" : "ALL"
      },
      "createOwnCondition" : null,
      "delete" : {
        "options" : [ "NONE", "OWN", "ALL" ],
        "value" : "ALL"
      },
      "deleteOwnCondition" : null,
      "read" : {
        "options" : [ "NONE", "OWN", "ALL" ],
        "value" : "ALL"
      },
      "readOwnCondition" : null,
      "update" : {
        "options" : [ "NONE", "OWN", "ALL" ],
        "value" : "ALL"
      },
      "updateOwnCondition" : null,
      "visible" : false,
      "uipermissions" : [ ]
    },
    }

Upload User Group

By contrast, you can update an existing user group or create a new one using the Upload option.

Please note the following:

1 If a user group with a given name exists it will be updated, otherwise a new user group will be created.
2 The format must be the same available as that used when downloading a user group record.
3 The file must be in JSON format.

To upload a user group record, complete the following:

Select the option from the User Groups view.

In the next view, enter the following information:



Field Reference
Name Required. The name of the user group. If the name already exists, the user group record will be updated.
Description The description of the user group.
File Select the file to upload from your local computer.

When complete, click the Upload button below.


Delete User Group

A user group can be deleted by completing the following:

Select the user group you would like to delete from the User Groups view:



And then select the option.

The record will then be deleted.


Business Objects

Use the following table to search for the relevant business object options:

Permission Type Impacted UI Permissions Available Sync Rules
Activity Field Service Mobile
  • Activities
Planning and Dispatching
  • Activities (only activities of type "Assignment")
  • Book on Activity Assignment
    If you check this box, the users can create Efforts/Materials/Expenses/Mileages on Activities of type Assignments.
  • Book on Activity Note
    If you check this box, the users can create Efforts/Materials/Expenses/Mileages on Activities of type Notes.
  • Book on Activity Phone Call
    If you check this box, the users can create Efforts/Materials/Expenses/Mileages on Activities of type Phone Call.
  • Create Effort
    If you check this box, the users can create Efforts on Activities.*
  • Create Material
    If you check this box, the users can create Materials on Activities.*
  • Show on Home screen
    Check this option to display the assignments on the Home screen. If this option is not checked, the technician will not see any assignments on the Home screen.
  • Book on Activity Meeting
    If you check this box, the users can create Efforts/Materials/Expenses/Mileages on Activities of type Meeting.
  • Book on Activity Other
    If you check this box, the users can create Efforts/Materials/Expenses/Mileages on Activities of type Other.
  • Book on Activity Task
    If you check this box, the users can create Efforts/Materials/Expenses/Mileages on Activities of type Task.
  • Create Expense
    If you check this box, the users can create Expenses on Activities.*
  • Create Mileage
    If you check this box, the users can create Mileages on Activities.*
  • Visible
    If you check this box, the Activities module will appear in the menu of SAP Field Service Mobile.
    If you do not check this, the Activities module will not appear in the menu of SAP Field Service Mobile. However, Activities linked to a Service Call, for example, will still appear.
  • Planner can close
    If you check this box, the Planner will be able to set the activity status to CLOSED.
  • Planner can cancel
    If you check this box, the Planner will be able to cancel the activity / change the activity status to CANCELLED.


*You must first define the main settings under Effort/Expense/Material/Mileage.
  • R37T: Activities for the technician’s project team pool
  • R38T: Activities for the technician’s project team pool and skills
  • R37: Activities for the technician’s team
  • R11: Recent Activities for technician
  • R12: Activities for technician
  • R10: Service history for Equipment - previous Activities
  • R09: All Activities for own Service Calls
  • R38: Activities for the technician’s team and skills
Activity Code Field Service Mobile
  • Activity Code on Activities of type Assignment

Planning and Dispatching
Activity Composed Code Field Service Mobile
  • Activity Composed Code on Activities of type Assignment

Planning and Dispatching
Activity Feedback Field Service Mobile
  • Activity Feedback on Activities of type Assignment
Activity Price Field Service Mobile
  • Activity Price on Activities of type Assignment
Activity Subtype Field Service Mobile
Planning and Dispatching
Visible
By checking, the Activity Subtype field will be visible if/when activity subtypes exist.
Activity Template Planning and Dispatching
Field Service Mobile
Visible
  • If you check this box, the Task Template module appears in the Task Configurator.
  • If you do not check this, the Task Template module is not visible in the Task Configurator.
Activity Topic Planning and Dispatching
Field Service Mobile
Visible
If you check this box, the activity topic will be visible.
Address Field Service Mobile
  • Business Partners/Sales Orders/Quotations > Addresses
  • Business Partners > Addresses
  • Service Calls > Addresses
  • Activities > Addresses
Visible
By checking, the adddress field will be visible.
  • R39a: Addresses associated with technician’s Equipment hierarchy
  • R02a: Addresses for own Activities and/or Service Calls
  • R52: Addresses on Activities for the technician
Alerts Field Service Mobile
  • Alerts
  • Visible
    If you check this box, the “Alerts” module will appear in the menu of Field Service Mobile.
    If you do not check this, the “Alerts” module will not appear in the menu of Field Service Mobile.
Approvals Field Service Mobile
  • Approvals
  • Visible
    If you check this box, the “Approvals” module will appear in the menu of Field Service Mobile.
    If you do not check this, the “Approvals” module will not appear in the menu of Field Service Mobile.
  • Show Approved Approvals
    If you check this box, already approved Approvals will still be visible.
  • Show Cancelled Approvals
    If you check this box, already cancelled Approvals will still be visible.
Attachment Field Service Mobile
  • Attachments (audio, image, etc.)
Planning and Dispatching
  • R54: Attachments for the technician
  • R54T: Attachments for the technician
  • R50: Attachments on Activities for the technician
Attribute This permission is related to the Activity Template permission and is only available in the task configurator. The task configurator is only available on request. Visible
  • If you check this box, “Attributes” will appear in the Task configurator module.
  • If you do not check this, “Attributes” will not appear in the Task configurator module.
Attribute Value This permission is related to the Attribute permission and is only available in the task configurator. The task configurator is only available on request.
Batch Master Data Management > Items
Field Service Mobile > Items
Visible
When checked, the batch field will display for batch-managed items.
Batch Quantity Master Data Management > Items
Field Service Mobile > Items
Visible
When checked, the batch quantity field will display for batch-managed items.
Branch Represents a branch of a company.
Business Partner Field Service Mobile
  • Business Partners
  • Opportunities > Customer
  • Service Call/Sales Order/Quotation/Effort/Expense/Mileage/Material > Business Partner
  • Items & Stock > Vendor


Smartforms & Feedback
  • Customers
  • Service Call/Effort/Expense /Material > Business Partner
  • Items & Stock > Vendor
  • Create Effort
    If you check this box, the users can create Efforts on Business Partners.*
  • Create Expense
    If you check this box, the users can create Expenses on Business Partners.*
  • Create Material
    If you check this box, the users can create Materials on Business Partners.*
  • Create Mileage
    If you check this box, the users can create Mileages on Business Partners.*
  • Show on map
    If you check this box, the Business Partners appear on the Planning and Dispatching Map.
  • Visible
    If you check this box, the “Business Partners” module will appear in the menu of Field Service Mobile.
    If you do not check this, the “Business Partners” module will not appear in the menu of Field Service Mobile. However, Business Partners linked to a Service Call, for example, will still appear.
  • Hide MDM Export
    By selecting, the Business Partner record/s will no longer display the export option in the Master Data Management application.
* You must first define the main settings under Effort/Expense/Material/Mileage.
  • R41T: Business Partners for activities for the technician’s project team pool
  • R41: Business Partners for activities for the technician’s team
  • R03: Business Partners for own Branches
  • R02: Business Partners for own Activities and/or Service Calls
Business Partner Group Field Service Mobile
  • Business Partners
  • Opportunities > Customer
  • Service Call/Sales Order/Quotation/Effort/Expense/Mileage/Material > Business Partner
  • Items & Stock > Vendor


Smartforms & Feedback
  • Customers
  • Service Call/Effort/Expense /Material > Business Partner
  • Items & Stock > Vendor
Visible:
By selecting, the business partner group will display.
Business Partner References Refers to the business partner reference field.
See: Business Partner
Business Process Step Assignment Planning and Dispatching
Business Process Step Definition Planning and Dispatching
  • Dispatcher Reminders
Visible
  • If you check this box, “Dispatcher Reminders” will appear in the Service Call/Activty Details section of the Planning and Dispatching app.
  • If you do not check this box, “Dispatcher Reminders” will not be displayed in the Planning and Dispatching app.
Case Refers to the case associated with a given service call.
Field Service Mobile
Planning and Dispatching
Case Action Refers to the case action associated with the case.
Field Service Mobile
Planning and Dispatching
Case Origin Refers to the case origin associated with the case.
Field Service Mobile
Planning and Dispatching
Case Type Refers to the case type associated with the case.
Field Service Mobile
Planning and Dispatching
Category Field Service Mobile
  • Opportunities > Category
Visible
When selected, the sales opportunity category will be visible.
Check-In Field Service Mobile
  • Check-In on Activities of type Assignment
Checklist Instance Mobile Field Service
Smartforms and Feedback
  • Visible
    If you check this box, the “Smartforms” module will appear in the menu of Field Service Mobile.
    If you do not check this, the “Smartforms” module will not appear in the menu of Field Service Mobile.
  • Book on Activity
    If you check this box, the user can create Smartforms on Activities.
  • Book on Business Partner
    If you check this box, the user can create Smartforms on Business Partners.
  • Book on Equipment
    If you check this box, the user can create Smartforms on Equipments.
  • Book on Opportunity
    If you check this box, the user can create Smartforms on Opportunities.
  • Book on Quotation
    If you check this box, the user can create Smartforms on Quotations.
  • Book on Sales Order
    If you check this box, the user can create Smartforms on Sales Orders.
  • Book on Service Call
    If you check this box, the user can create Smartforms on Service Calls.
  • Book on Assigned Activity Only
    When selected, the user can create a checklist instance only on an assigned activity.
  • R42: Checklist Instances for activities for the technician’s team and skills
  • R42T: Checklist Instances for activities for the technician’s project team pool and skills
  • R51: Checklist Instances on Activities for the technician
Checklist Assignment Field Service Mobile
  • Smartform Assignments on Activities
Visible
When selected, the checklist assignment will be visible.
Book on assigned activity only:
When selected, the checklist assignment can only be created on an assigned activity.
Checklist Category Field Service Mobile
Smartforms and Feedback
Checklist Instance Element Field Service Mobile
Smartforms and Feedback > Smartform Designer
Checklist Tag Smartforms and Feedback
Checklist Template Smartforms and Feedback
  • Smartform Designer
Field Service Mobile
Visible
When selected, the checklist template will be visible.
Create Checklist Template Category:
When selected, the user will be able to create a checklist template category.
Checklist Variable Smartforms and Feedback
Comment Smartforms and Feedback
Planning and Dispatching
Master Data Management
Field Service Mobile
Company Info Field Service Mobile
  • Contains general company information (e.g. company logo) in reports.
Visible
  • If you check this box, the Company information is displayed in the reports.
  • If you don’t check this box, the Company Information is not displayed in reports.
Company Settings Smartforms and Feedback
  • General Settings
Visible
  • If you uncheck this box, the Company Settings (Service Call Status Mappings and Miscellaneous Mappings) will not be visible in the Planning and Dispatching.
Competitor Visible
  • If you uncheck this box, the competitor fields will not display in Field Service Mobile > Sales Opportunities.
Configuration Configuration is a means of grouping persons to other objects.
Consent Represents the user consent and other documents.
Contact Field Service Mobile
  • Business Partner/Activities/Opportunity/Service Call/Sales Order > Contact
Planning and Dispatching
  • Business Partner/Activities/ Service Call/ > Contact
Visible
  • If you check this box, the “Contacts” module appears in Field Service Mobile.
  • If you do not check this, the “Contacts” module does not appear in Field Service Mobile.
Hide MDM Export:
When selected, the option to export contact record/s will not be displayed.
  • R02b: Contacts for own Activities and/or Service Calls
  • R53: Contacts on Activities / Service Calls for the technician
Country Master Data Management
  • Business Partner
  • Equipment
  • Item
  • Person
County Master Data Management
  • Business Partner
  • Equipment
  • Item
  • Person
Currency Master Data Management
Custom Rule Admin
  • Business Rules & Notifications
This permission setting is used to enable and manage the Business Rules & Notifications functionality, with which you can specify application actions to occur (such as sending an SMS message) when certain conditions have occurred.
Dashboard Reporting and Analytics
Defect Field Service Mobile
  • Activities
Planning and Dispatching
  • R17: Defects of Business Partners for own Activities and/or Service Calls
Document Draft Field Service Mobile
  • Approvals (this permission is a prerequisite for using the Approvals module).
Email Template Field Service Mobile
Employee Branch Planning and Dispatching
Master Data Management > Person
Employee Department Field Service Mobile
  • Employees
Planning and Dispatching
Master Data Management
Visible
If you check this box, the "Employee Department" field will appear in the mobile application when an employee record is selected.
If you do not check this, the "Employee Department" field will not be visible.
Employee Position Field Service Mobile
  • Employees
Planning and Dispatching
Master Data Management
Visible
If you check this box, the "Employee Position" field will appear in the mobile application when an employee record is selected and in the Planning and Dispatching application.
If you do not check this, the "Employee Position" field will not be visible.
Enumeration Admin
Equipment Master Data Management
  • Equipment
Field Service Mobile
  • Equipment
  • Visible
    If you check this box, the “Equipments” module will appear in the menu of Field Service Mobile.
    If you do not check this, the “Equipments” module will not appear in the menu of Field Service Mobile. However, Equipments linked to a Business Partner, for example, will still appear.
  • Allow for any service call
    Attention: This setting is not supported by the Planning and Dispatching app.

    If you check this box, the user can create a Service Call and select an Equipment unrelated to the business partner.
  • Hierarchy
    If you check this box, the user can see/use the hierarchy tab for Equipments.
  • R40T: Equipment including related children for activities for the technician’s project team pool and skills
  • R39: Equipment including related children and parent equipment for activities for the technician’s team and skills
  • R39T: Equipment including related children and parent equipment for activities for the technician’s project team pool and skills
  • R14: All Equipment of Business Partners for own Activities and/or Service Calls
  • R04: Equipment for own Activities and/or Service Calls
  • R40: Equipment including related children for activities for the technician’s team and skills
Equipment Subtype Master Data Management
  • Equipment
Field Service Mobile
  • Equipment
ERP Error Field Service Mobile
  • ERP Errors
System Monitoring
Visible
When selected, ERP errors will be displayed with corresponding error code/s.
Expense Field Service Mobile
  • Expenses & Materials
  • Business Partner/Opportunities/Service Call/Sales Orders/Quotations/ > All Expenses
Planning and Dispatching
  • Time & Material Journal
  • Visible
    If you check this box, the “Expenses” module will appear in the menu of Field Service Mobile.
    If you do not check this, the “Expenses” module will not appear in the menu of Field Service Mobile. However, Expenses linked to a Service Call, for example, will still appear.
Attention: Here you make the main setting for Expenses. You can then do the fine-tuning by checking/unchecking the checkbox “Create Expense” in the following modules: Activity, Business Partner, Opportunity, Quotation, Sales Order, Service Call and Time Project.
Expense Type Field Service Mobile
  • Expenses & Materials
  • Business Partner/Opportunities/Service Call/Sales Orders/Quotations/ > All Expenses
Planning and Dispatching
  • Time & Material Journal
Visible
When selected, the expense type field will display.
Field Configuration Admin > Screen Configurations
File Field Service Mobile
  • (Linked objects)
File Ref Field Service Mobile
File Revision Field Service Mobile
Filter Refers to the technician and activity/service call filters that can be applied in the Planning and Dispatching application. Planning and Dispatching
Function Admin
Group Planning and Dispatching
Icon Branding
Incident Planning and Dispatching
Field Service Mobile
  • Activities
  • Service Calls
  • R16: Incidents of Business Partners for own Activities and/or Service Calls
Invoice Represents a invoice with all the necessary properties including net prices, gross prices and taxes. Invoices can only be created on business partners of type CUSTOMER and can only contain items with flag "salesItem" set to true.
Field Service Mobile
Visible
When selected, the invoice-related fields will be displayed.
  • R36: Own Invoices and Territory invoices
  • R32: Invoices for own Branches
  • R31: Invoices of Business Partners for own Branches
Item Master Data Management
Field Service Mobile
  • Items & Stock; Sales Order/Quotations > Items
  • Expenses & Material > Material > Item
Visible
  • If you check this box, the “Items & Stock” module will appear in the menu of Field Service Mobile.
  • If you do not check this, the “Items & Stock” module will not appear in the menu of Field Service Mobile. However, Items linked to a Sales Order, for example, will still appear.
  • R35: Items for own Warehouse Branches
  • R13: Items for own Branches
  • R01: Items reserved for own Service Calls
Item Category Master Data Management
Field Service Mobile
  • Items & Stock
Item Group Master Data Management
Field Service Mobile
  • Items & Stock
Visible
When selected, the item group field will be displayed.
Item Price List Assignment Maste Data Management
  • Items

Field Service Mobile
  • Items & Stock > Item > Prices
  • Expenses & Materials > Create Material > Unit Price
Visible
When selected, the item price list assignment field will be displayed.
Item Type Maste Data Management
  • Items

Field Service Mobile
  • Items & Stock > Item
Visible
When selected, the item type field will be displayed.
Item Warehouse Level Maste Data Management
  • Items

Field Service Mobile
  • Items & Stock > Item
Visible
When selected, the number of items currently located in the warehouse for which read access has been granted will be displayed.
Level of Interest Field Service Mobile
  • Sales Opportunities
Visible
When selected, the level of interest field will be displayed.
Location Field Service Mobile
Planning and Dispatching
Material Field Service Mobile
  • Expenses & Materials
  • Business Partner/Opportunities/Service Call/Sales Orders/Quotations > All Materials
Planning and Dispatching
  • Time & Material Journal
  • Visible
    By selecting, the material-related fields will be displayed.
  • Allow Booking Only if Available on Stock
    If you check this box, you will not be able to book Material if the quantity is not greater than 0.
  • Edit Item Base Price
    If you check this box, you can edit the Unit Price when you create a Material.
  • Scan Function Enabled
    If you check this box, Field Service Mobile expects a barcode scanner to be attached to the device and then function "Create Materials" is displayed in the menu.
  • Equipment Mandatory
    If you check this box, the Equipment chooser is mandatory if you create a Material.
  • Allow minus quantity
    If you check this box, you can create negative quantities on Materials.
Note: Here you make the main setting for Materials. You can then do the fine-tuning by checking/unchecking the checkbox “Create Material” in the following modules: Activity, Business Partner, Opportunity, Quotation, Sales Order, Service Call and Time Project.
Mileage Field Service Mobile
  • Expenses & Materials
  • Business Partner/Opportunities/Service Call/Sales Orders/Quotations/ > All Mileages
Planning and Dispatching
  • Time & Material Journal
Visible
When selected, the material-related fields will be displayed.
Book on assigned activity only: by selecting, only the assigned user can enter mileage data on the activity.
Mileage Type Planning and Dispatching
  • Time & Material Journal (standalone)

Note: this setting is ONLY available for users operating Field Service Management as a standalone solution without an ERP in the background.
Notification Refers to a message that can be displayed to the user outside the standard user interface.
Field Service Mobile
Notification Refers to a message that can be displayed to the user outside the standard user interface.
Field Service Mobile
NOW KPI Refers to the key performance indicator used in the Self-Service (Now) reporting dashboard.
Self-Service (Now)
NOW Plugin A plugin can be any JS UI widget.
Self-Service (Now)
NOW Plugin Instance A plugin instance of a JS widget used in the Self-Service (Now) application.
Self-Service (Now)
NOW Plugin Instance Set A plugin instance set of a JS widget used in the Self-Service (Now) application.
Self-Service (Now)
NOW Plugin Version The version of the JS widget plugin used in the Self-Service (Now) application.
Self-Service (Now)
NOW Short URL A “short URL” is basically a unique web page that is linked to a QR-Code pairing used in the Self-Service (Now) application.
Self-Service (Now)
Object Group Object group represents a group of objects of a given type which then can be assigned to certain objects.
Admin
Analytics & Reporting
Object Rating This object represents a general rating of a service or something else. At the moment it is used to indicate the customers satisfaction for a completed service call.
Admin
Analytics & Reporting
Field Service Mobile
Payment Term Field Service Mobile
  • Sales Orders > Sales Order Report > Payment Terms
This setting is used to enable the Payment Terms field to appear in the sales order report.
  • R18: Payment Terms of Business Partners for own Activities and/or Service Calls
Payment Type Field Service Mobile
  • Sales Orders > Sales Order Report > Payment Type
This setting is used to enable the Payment Type field to appear in the sales order report.
Person Field Service Mobile
  • Employees
Planning and Dispatching
  • Technician
Master Data Management
  • Person
  • Visible
    If you check this box, the “Employees” module will appear in the menu of Field Service Mobile and the "Person" module will appear in Master Data Management.
    If you do not check this, the “Employees” module will not appear in the menu of Field Service Mobile and the "Person" module will not appear in Master Data Management.. However, Employees linked to a Service Call, for example, will still appear.
  • Show UDFs
    If you check this box, the UDFs on the Employees are displayed in Field Service Mobile.
  • Hide MDM Export
    If you check this box, the user group will NOT be able to export person record/s.
  • R43: People in the technician’s team
  • R43T: People in the technician’s project team pool
Person Reservation Planning and Dispatching
Person Reservation Type Planning and Dispatching
  • Settings > Reservation Types
  • Visible
    If you check this box, “Reservation Types” will appear in the Planning and Dispatching under Settings > General.
    If you do not check this box, “Reservation Types” will not appear in the Planning and Dispatching under Settings > General.
Person Status Field Service Mobile
  • Home screen (at the bottom) / Any module > Responsible
Planning and Dispatching
  • Planning Board
  • Visible
    If you check this box, “Reservation Types” will appear in the Planning and Dispatching under Settings > General.
    If you do not check this box, “Reservation Types” will not appear in the Planning and Dispatching under Settings > General.
Person Work Time Pattern This setting is used to create and manage work time patterns that are assigned to employees. Work time patterns will display on the planning board of the Planning and Dispatching app.
Master Data Management

Planning and Dispatching
Planning Scenario This setting is used to create and manage planning scenarios which can be applied in the Planning and Dispatching app to filter based on regions, sub-regions and associated technicians.

Planning and Dispatching
Visible
When selected, planning scenarios will be visible in the Planning and Dispatching app.
Plugin A plugin can be any JS UI widget.
Price List Field Service Mobile
  • Items & Stock > Item > Prices
  • Expenses & Materials > Create Material > Unit Price
Planning and Dispatching
  • Time & Material Journal
Master Data Management
  • Items
Production Order Field Service Mobile
  • Create Time Effort
    If you check this box, the users can create Efforts on Production Orders.*
* You must first define the main settings under Effort.
Project Field Service Mobile
  • Activities
Planning and Dispatching
  • Project Management
Note: if project has read-only permission, the option to dispatch activity will be grayed out for the Project Management user.
Project Member Time Frame Represents the time frame of a given project team member in a project-based activity.

Planning and Dispatching
  • Project Management
Project Phase This object represents the Phase of a Project, in the context of Project Management application.

Planning and Dispatching
  • Project Management
Project Shift Represents the shift assigned to the current project.

Field Service Mobile
  • Activities
Planning and Dispatching
  • Project Management
Property Meta Meta data for all available properties the system. This meta data contains a link to the objectType which this information belongs to and different other settings to let the system configure the behaviour on the clients.

Admin
Purchase Order This setting is used to enable the Purchase Order functionality in the mobile application, which is used to manage the product and service purchases from external suppliers.

Field Service Mobile
Visible
When selected, the purchase order functionality will display.
Query Refers to a stored query which can be used for example in widgets.
Reason Represent a reason to go for a sales opportunity.

Field Service Mobile
  • Sales Opportunity
Region Represent a geographical service region used in the Planning and Dispatching app.

Planning and Dispatching
  • Settings > Service Regions
Report Data Field Service Mobile
  • Analytics & Reporting
  • Visible
    If you check this option, the “Reports” module will appear in the menu of Field Service Mobile.
    If you do not check this option, the “Reports” module will not appear in the menu of Field Service Mobile.
  • Show on Home Screen
    When selected, the report data will be displayed on the mobile home screen.
Report Instance Refers to a given instance of a report.

Field Service Mobile
  • Analytics & Reporting
Report Template Anayltics and Reporting

Mobile
  • HTML Reports
  • Visible
    If you check this box, report templates will be visible in the mobile application. If the HTML reports functionality is in use, the option to generate an HTML Report will also be available based on the workflow step.
Requirement This is used to associate requirements with a service call/activity. The service call/activity could then only be completed by a technician who has been tagged with the corresponding skills.

Planning and Dispatching
Skills
Reserved Material Planning and Dispatching
Field Service Mobile
  • Activities of type “Assignment”
  • Allow checkout with reserved material
    If you check this box, the user can do a checkout with left-over Reserved Material.
Sales Opportunity Field Service Mobile
  • Opportunities
  • Business Partner > All Opportunities
  • Efforts/Expenses/Material/Mileage > Opportunities
  • Create Effort
    If you check this box, the users can create Efforts on Opportunities.*
  • Create Expense
    If you check this box, the users can create Expenses on Opportunities.*
  • Create Material
    If you check this box, the users can create Materials on Opportunities.*
  • Create Mileage
    If you check this box, the users can create Mileages on Opportunities.*
  • Visible
    If you check this box, the “Opportunities” module will appear in the menu of Field Service Mobile.
    If you do not check this, the “Opportunities” module will not appear in the menu of Field Service Mobile. However, if you go to a Business Partner, for example, the Opportunities linked to that Business Partner will still be displayed.
* You must first define the main settings under Effort/Expense/Material/Mileage
  • R15: Sales Opportunities of Business Partners for own Branches
  • R19: Sales Opportunities of Business Partners for own Activities and/or Service Calls
Sales Order Field Service Mobile
  • Sales Orders
  • Business Partner > All Sales Orders
  • Activity/Effort/Expense/Material/Mileage > Sales Order
  • Autopopulate own warehouse
    If you check this box, the Warehouse of the Sales Order Item will automatically be filled with the Warehouse of which the user is the owner.
  • Backend Request
    If you check this box, the option “Request Prices” becomes available on Sales Orders.
  • Check Validity Comment
    If you check this box, the user will receive a warning (with the content of the field validity comment, if it is not null) while creating a Sales Order
  • Create Effort
    If you check this box, the users can create Efforts on Sales Orders.*
  • Create Expense
    If you check this box, the users can create Expenses on Sales Orders.*
  • Create Material
    If you check this box, the users can create Materials on Sales Orders.*
  • Create Mileage
    If you check this box, the users can create Mileages on Sales Orders.*
  • Edit discount
    If you check this box, the users can edit the overall discount on a Sales Order.
  • Edit Item Base Price
    If you check this box, the users can edit the base price of an item in the Sales Order.
  • Edit Item Discount
    If you check this box, the users can edit the discount on an item in the Sales Order.
  • Edit Item Name
    If you check this box, the users can edit the name of an item in the Sales Order.
  • Edit Payment Term
    If you check this box, the users can edit the Payment Term in the Sales Order.
  • Edit Payment Type
    If you check this box, the users can edit the Payment Type in the Sales Order.
  • Edit Shipping Type
    If you check this box, the users can edit the Shipping Type in the Sales Order.
  • Visible
    If you check this box, the “Sales Orders” module will appear in the menu of Field Service Mobile.
    If you do not check this, the “Sales Orders” module will not appear in the menu of Field Service Mobile. However, if you go to a Business Partner, for example, the Sales Orders linked to that Business Partner will still be displayed.

* You must first define the main settings under Effort/Expense/Material/Mileage
  • R27: Filter outdated Sales Orders
  • daysToOutdate: [the date at which the sales order will be outdated; default: 365]
  • R21: Sales Orders of Business Partners for own Activities and/or Service Calls
  • R34: Sales Orders for own Branches
  • R25: Sales Orders of Business Partners for own Branches
Sales Order Item Field Service Mobile
  • Quotations
  • Business Partner > All Quotations
  • Activity/Effort/Expense/Material/Mileage > Quotation
  • Edit Item Base Price
    By selecting, the user group will be able to edit the sales order item base price.
  • Edit Item Discount
    By selecting, the user group will be able to edit the sales order item discount.
  • Edit Item Name
    By selecting, the user group will be able to edit the sales order item name.
Sales Quotation Field Service Mobile
  • Quotations
  • Business Partner > All Quotations
  • Activity/Effort/Expense/Material/Mileage > Quotation
  • Backend Request
    If you check this box, the option “Request Prices” becomes available on Quotations.
  • Create Effort
    If you check this box, the users can create Efforts on Quotations.*
  • Create Expense
    If you check this box, the users can create Expenses on Quotations.*
  • Create Material
    If you check this box, the users can create Materials on Quotations.*
  • Create Mileage
    If you check this box, the users can create Mileages on Quotations.*
  • Edit discount
    If you check this box, the users can edit the overall discount on a Quotation.
  • Edit Item Base Price
    If you check this box, the users can edit the base price of an item in the Quotation.
  • Edit Item Discount
    If you check this box, the users can edit the discount on an item in the Quotation.
  • Edit Item Name
    If you check this box, the users can edit the name of an item in the Quotation.
  • Visible
    If you check this box, the “Quotations” module will appear in the menu.
    If you do not check this, the “Quotations” module will not appear in the menu. However, if you go to a Business Partner, for example, the Quotations linked to that Business Partner will still be displayed.

* You must first define the main settings under Effort/Expense/Material/Mileage.
  • R33: Sales Quotations for own Branches
  • R24: Sales Quotations of Business Partners for own Branches
  • R20: Sales Quotations of Business Partners for own Activities and/or Service Calls
Sales Stage The SalesStage object enables to define sales stage and their probability percentage. For example: Lead, Meeting, Quotation, Negotiation, and Order. These definitions are used as default values for the Sales Opportunity object.

Field Service Mobile
  • Sales Opportunities
Visible
When selecting, the sales stage field will be displayed.
Screen Configuration Represents a company-specific custom screen configuration used in the web-based applications or Field Service Mobile application. Visible
When selecting, the screen configuration will be visible in the affected application.
Sequence Sequence are used to automatically generate values for various object fields.

Field Service Mobile
Smartforms and Feedback
  • Smartform Designer
Visible
By selecting, the sequnce will be displayed.
Rating Field Service Mobile
  • Items & Stock > Item > Prices
  • Service Call/Sales Order/Quotation > Create Signature (only possible with Rating)
Planning and Dispatching
  • Assignments > Checkout > Signature
Serial Number Master Data Management
  • Items
Field Service Mobile
  • Items & Stock
Service Assignment Field Service Mobile
  • Activities of type Assignment
Planning and Dispatching
  • Activities with status RELEASED
  • Create on Mobile
    If you check this box, the user can create Activities of type Assignment on the Field Service Mobile, otherwise those types will be created only in the Planning and Dispatching.
  • Edit on Mobile
    If you check this box, the user can edit Activities of type Assignment on Field Service Mobile, otherwise those types will be edited only in the Planning and Dispatching.
Service Assignment Status Field Service Mobile
  • Activities of type Assignments
Planning and Dispatching
Book on Assigned Activity Only
When selected, TMME entries and status changes can only be made by the assigned user.
Service Assignment Status Definition Field Service Mobile Visible
When selected, “Assignment status” will appear for Service Calls and Activities.
Service Call Planning and Dispatching

Field Service Mobile
  • Service Calls
  • Create Effort
    If you check this box, the users can create Efforts on Service Calls.*
  • Create Expense
    If you check this box, the users can create Expenses on Service Calls.*
  • Create Material
    If you check this box, the users can create Materials on Service Calls.*
  • Create Mileage
    If you check this box, the users can create Mileages on Service Calls.*
  • Update Status only
    Not relevant – will be removed
  • Visible
    If you check this box, the “Service Calls” module will appear in the menu of Field Service Mobile.
    If you do not check this, the “Service Calls” module will not appear in the menu of Field Service Mobile. However, if you go to a Business Partner, for example, the Service Calls linked to that Business Partner will still be displayed.

* You must first define the main settings under Effort/Expense/Material/Mileage.
  • R07: Recent Service Calls for technician
  • R06: Service history for Equipment - previous Service Calls
  • R08: Service Calls for technician
Service Call Origin Refers to the means of communication by which the service call originated (email, phone, etc). Planning and Dispatching

Field Service Mobile
  • Service Calls
Visible
When selected, the service call origin field will be displayed.
Service Call Problem Type Refers to the problem type associated with the service call.

Planning and Dispatching

Field Service Mobile
  • Service Calls
Visible
When selected, the service call problem type field will be displayed.
Service Call Status Refers to the status associated with the service call.

Planning and Dispatching

Field Service Mobile
  • Service Calls
Visible
When selected, the service call status field will be displayed.
Service Call Type Refers to the status associated with the service call. This object is used for standalone accounts only.

Planning and Dispatching

Field Service Mobile
  • Service Calls
Visible
When selected, the service call type field will be displayed.
Service Checkout Field Service Mobile
  • Assignment > Checkout
  • Group checkout Allowed
    If you check this box, the user can perform a group checkout.
  • Checkout without Report Default
    This is default value for the checkbox “Checkout without Report”, which is displayed during the checkout process on Field Service Mobile. If this checkbox is checked, the checkout will be made without report, otherwise with a report.
  • Checkout without Report Enabled
    This checkbox defines whether “Checkout without report” (see above) is displayed on the UI.
  • Enable Checkout without Closing
    When selected, the user group will be able to checkout without closing. This is used in group checkout scenarios.
Service Contract Master Data Management

Field Service Mobile
  • Equipment
Visible
In order to view Service Contracts from the Master Data Management app, the visible checkbox in the advanced settings must be checked.
Note: If you set Read to All, you must also set the Read permission of Service Contract Equipment to all.
  • R22: Service Contracts of Business Partners for own Activities and/or Service Calls
  • R26: Service Contracts of Business Partners for own Branches
Service Contract Equipment Master Data Management

Field Service Mobile
  • Equipment
Service Error Code Planning and Dispatching
  • Assignment > Service Error Code (only with SAP ECC)
Service Error Code Item Planning and Dispatching
  • Assignment > Service Error Code Item (only with SAP ECC)
Service Suite Config
  • This permission is the base for the task configurator. The task configurator is only available on request.
Service Workflow Allows to define several service workflows that can be assigned to different activities.

Admin

Planning and Dispatching

Field Service Mobile
Shift Represents a shift object which one or more technicians can be assigned to.

Field Service Mobile
  • Activities
Planning and Dispatching
  • Project Management
Shift Technician Represents an assignment made between a technician and a shift.

Field Service Mobile
  • Activities
Planning and Dispatching
  • Project Management
Shipping Type Field Service Mobile
  • Sales Order
Visible
If you check this box, the "Shipping Type" field will appear in the mobile application when a sales order is created.
If you do not check this, the "Shipping Type" field will not be visible.
Signature Field Service Mobile
  • Service Call/Sales Order/Quotation > Create Signature
Skill Planning and Dispatching
  • Skills
Master Data Management
  • People
  • Equipment
  • Items
State Master Data Management
  • People
  • Equipment
  • Items
  • Business Partners
Stock Transfer Stock transfer represents a item move from one warehouse to another.

Field Service Mobile
  • Activities of type Assignment > Reserved Material
Visible
When selected, the stock transfer functionality will be displayed.
Note: in order to be able to use this, you must also have the permissions for Reserved Material.
Sync Object Changelog Represents the time/date and deltas of a given object sync.

Field Service Mobile

Admin
Sync Object KPI Analytics & Reporting
Tag This is used for tagging/associating skills with technicians. When, for example, a service call and/or activity has requirements associated with it, only a technician who has been tagged with corresponding skills could be assigned.

Planning and Dispatching
  • Skills
Visible
When selected, the skill assignment (tag) will be visible.
Tax Field Service Mobile
  • Sales Orders
  • Quotations
  • Activities > Customer > Invoices
Team This setting is required to view, create, and manage Teams in the Project Management app. Teams consist of two or more technicians, and can be assigned to a project and its related activities.

Planning and Dispatching
  • Project Management
Field Service Mobile
  • Activities
Visible
When selected, the team functionality will be displayed in the Project Management application.
Team Time Frame Refers to the time frame associated with a given team.

Planning and Dispatching
  • Project Management
Field Service Mobile
  • Activities
Time Effort Field Service Mobile
  • Efforts
  • Business Partner/Opportunity/Service Call/Sales Order/Quotation > (Create) Effort
Planning and Dispatching
  • Time & Material Journal
  • Request location on create
    If you check this box, the device sends the location whenever the user creates an Effort.
  • Round time effort to next 15 mins
    If you check this box, the Effort will be rounded to the next 15 minutes in the Planning and Dispatching.
    If you do not check this box, the Efforts will not be rounded in the Planning and Dispatching.
  • Book on Assigned Activity Only
    When checked, only the assigned technician will be able to enter time effort data.
  • Visible
    If you check this box, the “Efforts” module will appear in the menu of Field Service Mobile.
    If you do not check this, the “Efforts” module will not appear in the menu of Field Service Mobile. However, Efforts linked to an activity, for example, will still appear.
Time Project Field Service Mobile
  • Efforts, Expenses & Materials
  • Create Effort
    If you check this box, the users can create Efforts on Time Projects.*
  • Create Expense
    If you check this box, the users can create Expenses on Time Projects.*
  • Create Material
    If you check this box, the users can create Materials on Time Projects.*
  • Create Mileage
    If you check this box, the users can create Mileages on Time Projects.*

* You must first define the main settings under Effort/Expense/Material/Mileage.
Time Sub-Task Field Service Mobile
  • Efforts
Visible
When selected, the time sub-task field will be displayed.
Time Task Field Service Mobile
  • Efforts
Visible
When selected, the time task field will be displayed.
Tools Assignment Refers to a tool assigned to a given technician and assignment.

Field Service Mobile
  • Tools
Planning and Dispatching

Master Data Management
  • Tools
Visible: When selected, the tools menu will be displayed.
Tools Reservation Refers to a tool assignment scheduled for a specific date/time for a service call/activity.

Field Service Mobile
  • Tools
Planning and Dispatching

Master Data Management
  • Tools
Translation Refers to the custom translation functionality with which default strings can be overwritten with company-specific custom translations. Admin
UDF Meta Meta data for all available udf values in the system. This meta data contains a link to the objectType which this information belongs to and different other settings to let the system configure the behaviour on the clients.

Admin
UDF Meta Group Group meta data for all available udf values in the system. This meta data contains a link to the objectType which this information belongs to and different other settings to let the system configure the behaviour on the clients.

Admin
UDO Meta Meta data for all available user-defined objects in the system. This meta data contains a link to the UDO (custom object) which this information belongs to and different other settings to let the system configure the behaviour on the clients.

Admin
UDO Value The value contained in the user-defined object (custom data transfer object)

Admin
Usage This setting is used to enable the usage feature in the Sales Order module of the mobile application.

Field Service Mobile
  • Sales Orders
Used Tool Refers to a reserved tool or a tool in use.

Field Service Mobile
  • Tools
Planning and Dispatching
  • Tools
Master Data Management
  • Tools
Visible
When checked, the used tool field will display.
User Settings An entity used to stored custom user settings. Settings are represented as strings and stored in a map.
User Sync Confirmation Used to indicate when the user has synced the last time with any mobile device.
Visitor Report Special Report for customers who use Microsoft CRM
  • Book on business partner
    If you check this box, the users can create Visitor Reports on Business Partners.
Warehouse Field Service Mobile
  • Items & Stock > Select a Material > Warehouse item > Stock Information
  • Material > Warehouse
Planning and Dispatching
  • if using for Planning and Dispatching, then apply permission ALL
Visible
When selected, the warehouse information will be displayed.
  • R23: Warehouses for own Branches
Widget Refers to a JS UI widget.

Planning and Dispatching
Work Time Field Service Mobile
  • Work Time
Planning and Dispatching
  • Work Time
  • Block Worktime Type “Presence”
    If you check this box, the Worktime Type “Presence” will be used as default.
  • Visible
    If you check this box, the “Work Time” module will appear in the menu of Field Service Mobile.
    If you do not check this, the “Work Time” module will not appear in the menu of Field Service Mobile.
Work Time Type Field Service Mobile
  • Work Time > Add > Type
Planning and Dispatching
  • Work Time > Add > Type
Work Time Pattern Refers to work time patterns that are assigned to employees. Work time patterns will display on the planning board of the Planning and Dispatching app.
Master Data Management

Planning and Dispatching
Work Time Task This is used to represent the available work time tasks or types available in the system like vacation, holiday, military service, etc.

Planning and Dispatching
Visible
When checked, work time tasks will be displayed.
Industry Admin
  • Company
Visible
When selected, the industry field will be displayed.
Information Source Field Service Mobile
  • Sales Opportunities
Visible
When selected, the information source field will be displayed.
Inventory Field Service Mobile
  • Items & Stock
Master Data Management
  • Items
Visible
If you check this box, the "Inventory" field will appear in the mobile application when an Item record is selected and in the Planning and Dispatching application when .
If you do not check this, the "Inventory" field will not be visible.
Currency FSM Standalone Visible
If you check this box, the "currency" field will appear in the Planning and Dispatching application.
If you do not check this, the "currency" field will not be visible.
Note: this setting is ONLY available for users operating Field Service Management as a standalone solution without an ERP in the background.
Competitor Product This setting is used to create and manage competitor product pricing information in the mobile application

Field Service Mobile
Crowd Assignment Marketplace This setting is required to use the Crowd Service and Marketplace features in SAP Field Service Managmement and assign service calls and activities to crowd service partners. This setting is by default ALL when the Crowd License has been purchased.
Crowd Execution Record Marketplace This setting is required to use the Crowd Service and Marketplace features in SAP Field Service Managmement and create, manage, and view the execution record of service calls and activities completed by crowd service partners. This setting is by default ALL when the Crowd License has been purchased.
Crowd Person Marketplace This setting is required to use the Crowd Service and Marketplace features in SAP Field Service Managmement and create, manage, and view the technicians created by the crowd service partners to whom service calls and activities can be assigned. Crowd Persons are created when completing the crowd service partner registration process. This setting is by default ALL when the Crowd License has been purchased.
Crowd Person Availability Marketplace This setting is required to use the Crowd Service and Marketplace features in SAP Field Service Managmement and create, manage, and view the availability of crowd service partners and their technicians. This setting is by default ALL when the Crowd License has been purchased.
Crowd Skill Marketplace This setting is required to use the Crowd Service and Marketplace features in SAP Field Service Managmement and create, manage, and view skills assigned to technicians by crowd service partners. This skills are selected and applied when completing the crowd service partner registration process. This setting is by default ALL when the Crowd License has been purchased.