Course announcements

  • This course illustrates the main functionalities and concepts of SAP Field Service Management. This cloud solution supports field service technicians with real-time, automated workforce scheduling, planning, and dispatching for employees and provides self-service options for field service needs.
  • The course is designed to provide an in-depth understanding of the key field service management business scenarios and is aligned to consultants.
  • Participants will get a deeper understanding of key functional areas in SAP Field Service Management, such as:
    • Architecture
    • Administration & Configuration
    • Master Data Management
    • Planning and Dispatching
    • Mobile Field Service Applications
    • Smartforms
    • Reporting & Query API
    • Business Rules
    • Autoscheduling & Assisted Scheduling
    • Screen Configurations & Custom Fields
    • Crowd Service
    • Customer Self Service
  • They will also get a high-level insight into integration scenarios with SAP Service Cloud, SAP S/4HANA, SAP CRM, SAP Analytics Cloud. Implementation training for SAP Field Service Management or its integration is not in the scope of this training. Please reach out to your local SAP education contact for more details about implementation training.

Course information

Content

  • Unit 1: Introduction to SAP Field Service Management
    • How SAP Field Service Management fits into the overall landscape of SAP’s portfolio
    • Solution overview
    • SAP Field Service Management functionalities
  • Unit 2: Administration 1
    • Architecture
    • Main components of FSM
    • Account & user configuration
  • Unit 3: Master Data Management
    • Main business objects
    • Data object management
    • Data loader and data exporter
  • Unit 4: Planning & Dispatching
    • Service call lifecycle
    • Create and assign a service call
    • Release scenarios
    • Reservation types
    • Service Map
    • Using skills and filters
  • Unit 5: Mobile Field Service
    • Mobile service workflow
    • Create new assignment on mobile
    • Reserved materials.
    • Record effort, material, mileage, and expenses
    • Activity feedback
    • Checkout and group checkout
    • Considerations for synchronization and offline use
  • Unit 6: Smartforms
    • Smartform templates and designer
    • Elements
    • Smartforms in mobile application
  • Unit 7: Administration 2
    • Company settings
    • Service Workflow configuration
    • Screen Configuration
    • Custom translations
    • Data management & monitoring
  • Unit 8: Business Rules
    • Use cases
    • Business Rule Configuration
    • Validating and Executing a Business Rule
  • Unit 9: Analytics & reports
    • Business reports via Dashboards
    • Report template technologies
    • Generating reports
  • Unit 10: Crowd Workforce
    • Use cases
    • Partner Portal
    • Dispatching process for crowd workforce
  • Unit 11: Customer Self Service
    • Self-service functionality
    • Self Service portal and interactive chatbot
    • Set up, configuration and branding
  • Unit 12: Integration
    • Overview of supported integration scenarios
    • Main business objects supported per integration scenario
    • End to end process with integration points
  • Unit 13: Student Appendix – Learning Resources and Glossary
    • Links to useful SAP Field Service Management portals, help, documentation and enablement platforms

Goals

  • This course will prepare you to:
    • understand the full functionality of SAP Field Service Management solution web- and mobile applications.
    • understand standard product features.
    • perform configurations and customizations using the Field Service Management Administration Module.
    • present use case scenarios as an administrator, dispatcher, and field technician.
    • provide first level support to your client.
    • know where to get additional information, best practices and documentation.

Audience

  • Application Consultant
  • Data Consultant / Manager
  • Development Consultant
  • Technology Consultant

Prerequisites

Essential

  • none

Recommended

  • none

Course based on software release

  • SAP Field Service Management 2211

Notes

  • System Requirements:
    • Notebook with web browser (Chromium-based, e.g. Google Chrome).
    • IOS / Android mobile phones or tablets with the corresponding FSM mobile application installed.
  • To download the FSM mobile app for iOS, Android, and MS Windows, use your mobile device to access the respective app stores of Apple, Google, or Microsoft and search for ‘SAP Field Service Management". In addition, the Windows version of the app can be downloaded from the SAP Support page here.
  • For further details on systems requirements, please click here

Find a course date

Can't find a suitable date?

Booking for 1-2 people?

Make a request for us to schedule training around what works for you? We will do our best to consider your request.

Request a training date

Booking for 3+ people?

Our 3 to RUN initiative empowers you to schedule our chosen classroom training course or virtual SAP Live Class on a date that suits you. You need at least three confirmed participants to register and SAP will add it to your schedule.

Find out more