Assignment of technician to a service order

[Former Member]

Hi ,

I am facing issues with assignment of user to the service order as a technician.

Can you please list out the steps needed to be performed for the same. Or provide a reference for the same.

Do we need to set up RPT for such an assignment  or can we assign service technician to a service order without using RPT?

The relevance of this step is for transferring service order data from SAP CRM to the Syclo Mobile App.

Reference thread is http://scn.sap.com/thread/3343614

Any help would be highly appreciated.

Thanks & Regards,
Ashish

[akila_sangili · Accepted solution]

Hi Ashish,

Assignment of technician referred here is with Resource Planning tool.

1. Access the
   transaction by choosing the following navigation option:
2. SAP CRM
   WebClient menu  Resource Planning 
   Search: Resource Planning
3. From the
   application toolbar, choose Settings.
4. In the
   Planning Settings web page dialog, maintain the following entries and choose
   Save: 

Field name	User action and values
visualization  -> Resource View	Gantt chart
view mode	weekly
Time -> Time Zone
Days per week	7 days
Defaults -> Resource view	Gantt chart
Assignment Appearance	List
Schedule strategy	standard

5. In
assignment block Resources, choose Show Search Fields in order to access
the search criteria.

6.Select
a timeframe (for example, This Month)
and choose Search.

You get a list of all technicians available during the selected timeframe.

7. As
an option you can save the search result: In field Save Search As enter <your title> and choose Save.

8.Choose
Hide Search Fields again.

9.In
assignment block Service Demands,
choose Show Search Fields in order to
access the search criteria.

10.Select
a timeframe (for example, This Month)
and choose Search.

You get a list of all service demands which need to be processed during the
selected timeframe.

11.As
an option you can save the search result: In field Save Search As enter <your title> and choose Save.

12.Choose
Hide Search Fields again.

13.In
the Resources result list, highlight
the resource to assign it to planned service demand (here: Matthew Carter).

14.In
the Service Demands result list
highlight an unplanned service item to assign to the selected technician.

15.In
assignment block Assignments, choose Create.

16.Maintain
the following data about the assigned service demand:

Field	User action and values
start date	<next Monday> 07:00
End date	<next Monay> 10:00
status	Released

17. Choose
Apply.The service demand is automatically assigned the according staffing level.

Thanks & Regards,

Akila Sangili.