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 `Approvals`for `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 Based on the object type selection, the UI Permissions values will change. 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 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	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
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	Visible If you check this box, the Report menu appears in my.coresuite.com
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
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.