User’s Guide to SAP Field Service Management

This document outlines the service request lifecycle within SAP Field Service Management (FSM). It details the process from service call creation to execution, emphasizing the integration of master data and the use of the planning board for scheduling and dispatching activities to technicians. The document also highlights how the mobile application is used by field technicians for execution, tracking, and utilizing available materials, including reserved materials.

Key steps covered in the document are:

• Create Service Call (via API or portal)
• Maintain Master Data (Business Partners, Contacts, Equipment, Items, People)
• Plan Service Call Activity (using planning board in SAP FSM)
• Assign Skills to resources
• Schedule Activity to technician
• Execute Service Activity (using FSM mobile app)
• Manage Reserved Material in Service Activity
• Complete Smartforms (checklists)
• Approve Time and Material
• Analyze Service Data (using reporting dashboards)

Each section provides step-by-step instructions, including relevant user interface overviews and process flows to guide users through the process in the SAP FSM system.

Download – User’s Guide to SAP Field Service Management