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Scheduling

CS-SDL Interface (CS-SE-SD)


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Purpose
You can use the CS-SDL interface to perform interactive scheduling for orders and field service
planning with an external scheduling system. In the SAP System, the data is saved in the order and
can be used by the application components Plant Maintenance (PM) and Customer Service (CS). The
additional functions in comparison to the capacity planning function in the SAP System depend on the
respective scheduling system.

Implementation Considerations
If the scheduling functions in the SAP System are not sufficient for your field services planning, the
CS-SDL interface enables you to use an external scheduling system.
You can implement the CS-SDL interface in the following ways:

You use a partner solution. A prerequisite for this is that you have performed all the
necessary

Customizing settings (refer pages at the bottom).


You program your own solution.
SAP delivers function modules that you can use for a scheduling agreement dialog for determining
dates.
The function module
PM_ORDER_EXTERN_SCHED_DIALOG delivers the dialog and calls up the interface
PM_ORDER_EXTERN_SCHED_APPOINT. This results in the scheduling data being copied from the
external scheduling system during order scheduling.

You will find more information on certified products in SAPNet under Customers &
Partners Partners Complementary Software Program.
The implementation of external systems is not supported by SAP consultants, and
the technical prerequisites for the external product must be agreed upon with
competent consultants for the external system.

Features
The following scenarios are supported with this component:
Finite scheduling

You have a work center with five capacities of 40 hours per week each in your company. The
external scheduling system checks the dates and schedules on the basis of capacity and not
on the basis of individual technicians.

Field service planning

The external system performs checks and schedules on the basis of individual technicians.
If you use the external scheduling system for finite scheduling, the SAP System frontend is sufficient.
If you want to use field service planning in the form of a planning board, you require the external
scheduling system as an additional frontend.
Constraints
The following functions are not supported:

Time dependency or operational constraints (obligatory/optional/start/end)


SAP planning board
Changes to the order data in the external scheduling system are not updated in the SAP
System.

Configuration Settings
External Scheduling
Purpose
You use the external scheduling function in your company to plan field services using an external
system.
Prerequisites
The following prerequisites must be met:

You have defined the order types for which you want to activate external scheduling in
Customizing under Plant Maintenance and Customer Service Maintenance and Service
Processing Maintenance and Service Orders Scheduling External Scheduling
Define for Each Order.

You have performed the settings for the external scheduling of the order in Customizing under
Plant Maintenance and Customer Service Maintenance and Service Processing
Maintenance and Service Orders Scheduling External Scheduling Configure
Communication.
For more information on configuring communication, see the Implementation Guide (IMG)
under Plant Maintenance and Customer Service Maintenance and Service Processing
Maintenance and Service Orders Scheduling External Scheduling Configure
Communication.

You have configured the scheduling parameters for external scheduling in Customizing under
Plant Maintenance and Customer Service Maintenance and Service Processing
Maintenance and Service Orders Scheduling External Scheduling Set External
Scheduling Parameters.

You have studied the basics of remote function calls and transactional remote function
calls.

For more information on Remote Function Calls, see the SAP Library under Basis
Components Basis Services/Communication Interfaces (BC-SRV) Remote
Communications (BC-SRV-RC) The RFC API.

Process Flow
You create an order and have agreed a start and finish date for the order with the customer. It is
obvious from the problem description which tasks must be performed. You can maintain the partner
manually in the order header. The system uses the partner function that you have maintained in
Customizing in the function Maintain Capacity Requirements to propose the technician you want to
perform the tasks. If there is more than one partner for this partner function, the system always copies
the first partner.
For more information on the settings for partners in Customizing, see
Customizing for Partners.

2. If you have assigned the function modules

PM_ORDER_EXTERN_SCHED_DEFAULT or PM_ORDER_EXTERN_SCHED_DIALOG to the fixed


values S or D when configuring communication in Customizing, the system finds a suitable date in the
external system using the interface. The SAP system does not save the dates at this point. This first
occurs when you save the order. The value "Work" is used at the interface for the effort required. Bi-
directional communication occurs with the external system.

3. You schedule the order using Order Functions Dates Schedule. The system updates
the order using the scheduling agreements from the external scheduling system and sets the
system status EXTM (scheduling by external system). The dates are passed on to
reservation, purchase request, and so on.

4. If you have assigned the function module


PM_ORDER_EXTERN_BOOK_DEFAULT to the fixed value B when configuring communication in
Customizing, the SAP System transfers the dates to the external scheduling system when you save
the order so that the dates are available in both systems.

5. The SAP System shows you how resources are distributed in the external scheduling system
by means of the graphical monitor. This is only possible if scheduling is performed for
individual technicians.

Depending on which application component you are working in, choose

Logistics Plant Maintenance Maintenance Processing Capacity Requirements


Planning Graphical Monitor

Logistics Customer Service Service Processing Order Capacity Planning


Graphical Monitor

The External Scheduling Process from a Business Management Viewpoint

Result
Bi-directional communication between the SAP System and the external system by means of the
CS-SDL interface. The external system finds a suitable date and returns it to the SAP System.
The information from the final confirmation that the task is completed is transferred to the external
scheduling system as well as to the status information. The final confirmation of an operation, such as
order completion for example, causes a reduction in requirements in the external scheduling system.
The SAP System forwards the following system statuses to the external scheduling system:
Created
Released
Completed
Locked

No distinction is made between technical and business completion. The SAP System sets the status
Completed for the function Do not execute order.
The status can be either Created, Released, Completed, or Locked.
You can perform changes to the basic dates of the order and operation dates using the function
Change order, as all the information on the order is available here.
Changes to the order data in the external scheduling system are not updated in the SAP System.
However, you can display the actual situation of the external scheduling system using the graphical
monitor in the SAP System.
If you change and schedule an order, the SAP System displays proposed dates from the external
scheduling system for the modified dates.
If you perform changes to the dates in the SAP System or save the dates, the new dates are
transferred to the external scheduling system. The dates are posted and any capacity problems
displayed in the external scheduling system.

Function Module
PM_ORDER_EXTERN_SCHED_DIALOG
Use
This function module is a component of the CS-SDL interface with which an external scheduling
system can be connected to the order processing function in the application areas Plant Maintenance
and Customer Service.

Integration
The function module PM_ORDER_EXTERN_SCHED_DIALOG shows you how a dialog in which
dates can be selected is also possible if the function module PM_ORDER_EXTERN_SCHED_DEFAULT
is used instead of automatic scheduling.

Prerequisites
You have assigned the function module PM_ORDER_EXTERN_SHED_DIALOG to the fixed value D
in Customizing under Plant Maintenance and Customer Service Maintenance and Service
Processing Maintenance and Service Orders Scheduling External Scheduling Configure
Communication.

Features
Import Parameters
Parameter Name Component Data Length Short Text
Type

ORDER_HEADER ORDER_ CHAR 12 Order number


NUMBER

OWN_ CHAR 10 Logical system


LOGICAL_
SYSTEM

START_DATE DATS 8 Order start date

START_TIME TIMS 6 Order start date (time)

END_DATE DATS 8 Order finish date

END_TIME TIMS 6 Order finish date (time)

PRIORITY CHAR 1 Order priority

PREFERRED_ NUMC 8 Object ID


ENGINEER

ORDER_TYPE CHAR 4 Order type

CUSTOMER_ CHAR 10 Customer number


NUMBER

POST_CODE CHAR 10 Postal code

CITY CHAR 35 City

STREET CHAR 35 Street and house number

STATUS CHAR 4 Individual object status (short


form)

DIALOG_ CHAR 1 One-character indicator


POSSIBLE

Export Parameters

Parameter Name Component Data Length Short Text


Type

ORDER_HEADER_RETURN ORDER_ CHAR 12 Order number


NUMBER

OWN_ CHAR 10 Logical system


LOGICAL_
SYSTEM

START_DATE DATS 8 Order start date

START_TIME TIMS 6 Order start date (time)

END_DATE DATS 8 Order finish date

END_TIME TIMS 6 Order finish date (time)

PRIORITY CHAR 1 Order priority

PREFERRED_ NUMC 8 Object ID


ENGINEER

ORDER_TYPE CHAR 4 Order type

CUSTOMER_ CHAR 10 Customer number


NUMBER

POST_CODE CHAR 10 Postal code

CITY CHAR 35 City

STREET CHAR 35 Street and house number

STATUS CHAR 4 Individual object status (short


form)

ERROR_CODE NUMC 4 Counter parameters

ERROR_ CHAR 70 Character field of list 70


DESCRIPTION

Tables

Parameter Name Component Data Length Short Text


Type

OPERATIONS ID NUMC 8 General counter for the order

COUNTER CHAR 4 Operation number


SUB_COUNTER CHAR 4 Sub-operation

UPDATE_FLAG CHAR 1 Update indicator

DESCRIPTION CHAR 40 Operation short text

EARLIEST_ DATS 8 Earliest scheduled start: Execute


START_DATE (date)

EARLIEST_ TIMS 6 Earliest scheduled start: Execute


START_TIME (time)

LATEST_START_DATE DATS 8 Latest scheduled start: Execute


(date)

LATEST_START_TIME TIMS 6 Latest scheduled start: Execute


(time)

EARLIEST_ DATS 8 Earliest scheduled finish: Execute


FINISH_DATE (date)

EARLIEST_ TIMS 6 Earliest scheduled finish: Execute


FINISH_TIME (time)

LATEST_FINISH_DATE DATS 8 Latest scheduled finish: Execute


(date)

LATEST_FINISH_TIME TIMS 6 Latest scheduled finish: Execute


(time)

NUMBER_OF_ NUMC 2 Two-figure number


CAPACITY

WORKCENTER CHAR 8 Work center

PLANT CHAR 4 Plant

AMOUNT_OF_ FLTP 16
WORK

SCHED_ CHAR 4 Scheduling parameters for external


PARAM1 scheduling

SCHED_ CHAR 4 Scheduling parameters for external


PARAM2 scheduling
SCHED_ CHAR 4 Scheduling parameters for external
PARAM3 scheduling

REQUIREMENTS OPERATION_ID NUMC 8 General counter for the order

QUALIFICATION_ID NUMC 8 Object ID

RATING NUMC 4 Characteristics of a quality scale

ESSENTIAL CHAR 1 Indicator: Mandatory or optional


requirement

Function Module
PM_ORDER_EXTERN_SCHED_APPOINT
Use
This function module is a component of the
CS-SDL interface with which an external scheduling system can be connected to the order
processing function in the application components Plant Maintenance and Customer Service.

Integration
The function module PM_ORDER_EXTERN_SCHED_APPOINT defines the interface in order to be
able to select a suitable date from the different proposed dates delivered by the external scheduling
system.

Prerequisites
You are using the function module
PM_ORDER_EXTERN_SCHED_DIALOG and have assigned the function module
PM_ORDER_EXTERN_SCHED_APPOINT to the fixed value A in Customizing under Plant
Maintenance and Customer Service Maintenance and Service Processing Maintenance and
Service Orders Scheduling External Scheduling Configure Communication.

Features
Import Parameters

Parameter Name Component Data Length Short Text


Type

ORDER_HEADER ORDER_ NUMBER CHAR 12 Order number

OWN_ CHAR 10 Logical system


LOGICAL_
SYSTEM

START_DATE DATS 8 Order start date

START_TIME TIMS 6 Order start date (time)

END_DATE DATS 8 Order finish date

END_TIME TIMS 6 Order finish date (time)

PRIORITY CHAR 1 Order priority

PREFERRED_ NUMC 8 Object ID


ENGINEER

ORDER_TYPE CHAR 4 Order type

CUSTOMER_ CHAR 10 Customer number


NUMBER

POST_CODE CHAR 10 Postal code

CITY CHAR 35 City

STREET CHAR 35 Street and house number

STATUS CHAR 4 Individual object status (short


form)

DIALOG_ CHAR 1 One-character indicator


POSSIBLE

OPERATION_ID NUMC 8 General counter for the order

Note
The parameter OPERATION_ID specifies for which operation a date should be agreed.
Export Parameters

Parameter Name Component Data Length Short Text


Type

ORDER_HEADER_RETURN ORDER_ CHAR 12 Order number


NUMBER

OWN_ CHAR 10 Logical system


LOGICAL_
SYSTEM
START_DATE DATS 8 Order start date

START_TIME TIMS 6 Order start date (time)

END_DATE DATS 8 Order finish date

END_TIME TIMS 6 Order finish date (time)

PRIORITY CHAR 1 Order priority

PREFERRED_ NUMC 8 Object ID


ENGINEER

ORDER_TYPE CHAR 4 Order type

CUSTOMER_ CHAR 10 Customer number


NUMBER

POST_CODE CHAR 10 Postal code

CITY CHAR 35 City

STREET CHAR 35 Street and house number

STATUS CHAR 4 Individual object status


(short form)

ERROR_CODE NUMC 4 Counter parameters

ERROR_ CHAR 70 Character field of length


DESCRIPTION 70

Tables

Parameter Name Component Data Length Short Text


Type

OPERATIONS ID NUMC 8 General counter for the order

COUNTER CHAR 4 Operation number

SUB_ CHAR 4 Sub-operation


COUNTER

UPDATE_ CHAR 1 Update indicator


FLAG
DESCRIPTION CHAR 40 Operation short text

EARLIEST_ DATS 8 Earliest scheduled start: Execute


START_DATE (date)

EARLIEST_ TIMS 6 Earliest scheduled start: Execute


START_TIME (time)

LATEST_ DATS 8 Latest scheduled start: Execute


START_DATE (date)

LATEST_ TIMS 6 Latest scheduled start: Execute


START_TIME (time)

EARLIEST_ DATS 8 Earliest scheduled finish: Execute


FINISH_DATE (date)

EARLIEST_ TIMS 6 Earliest scheduled finish: Execute


FINISH_TIME (time)

LATEST_ DATS 8 Latest scheduled finish: Execute


FINISH_DATE (date)

LATEST_ TIMS 6 Latest scheduled finish: Execute


FINISH_TIME (time)

NUMBER_OF_ NUMC 2 Two-figure number


CAPACITY

WORKCENTER CHAR 8 Work center

PLANT CHAR 4 Plant

AMOUNT_OF_ FLTP 16
WORK

SCHED_ CHAR 4 Scheduling parameters for external


PARAM1 scheduling

SCHED_ CHAR 4 Scheduling parameters for external


PARAM2 scheduling

SCHED_ CHAR 4 Scheduling parameters for external


PARAM3 scheduling

REQUIREMENTS OPERATION_ID NUMC 8 General counter for the order


QUALIFICATION_ID NUMC 8 Object ID

RATING NUMC 4 Characteristics of a quality scale

ESSENTIAL CHAR 1 Indicator: Mandatory or optional


requirement

APPOINTMENTS EARLIEST_ DATS 8 Earliest scheduled start: Execute


START_DATE (date)

EARLIEST_ TIMS 6 Earliest scheduled start: Execute


START_TIME (time)

LATEST_START_DATE DATS 8 Latest scheduled start: Execute


(date)

LATEST_START_TIME TIMS 6 Latest scheduled start: Execute


(time)

EARLIEST_ DATS 8 Earliest scheduled finish: Execute


FINISH_DATE (date)

EARLIEST_ TIMS 6 Earliest scheduled finish: Execute


FINISH_TIME (time)

LATEST_ DATS 8 Latest scheduled finish: Execute


FINISH_DATE (date)

LATEST_ TIMS 6 Latest scheduled finish: Execute


FINISH_TIME (time)

PERS_ NUMC 8 Object ID


NUMBER

PERS_NAME CHAR 40 Text of length 40

Note
The components PERS_NUMBER and PERS_NAME are active, but are not transferred to the
interface in Release 4.6C.
After this function module has been called, possible dates must be transferred to the SAP System in
the table APPOINTMENTS.