Managing a Site

Objective

After completing this lesson, you will be able to create a Site in SAP Fieldglass.

Site

Site defines regions or geographic areas where an organization has offices and/or does business.

The geographical area a site represents can be as specific or as general as an organization requires, though they are usually configured to represent a broad geographic area, such as a city. Thus, a site allows an associated job posting to automatically reflect local conditions, such as calendars, rates, suppliers, and tax structures, among others.

Depiction of the relationship of Business Units, Cost Centers, and Sites to the WorkingNet tenant, illustrating several sites such as Chicago, San Francisco, Phoenix, Sao Paulo, London, Sydney, and Tokyo.

Sites must be selected in certain transactions, such as job postings, in order to ensure that the procured workers are assigned to the correct office or work site.

The Site field dropdown menu on a job posting showing the sites available to that job posting.

Navigating the Site Admin Object

The Company Structure section of the Admin Menu, the Site selection is highlighted.
1To view the list of sites associated to a tenant, select Site from the Company Structure section of the admin menu.

Site List page

The Site List page displays a selectable site code as well as the site name, which typically is a city and state. The format of the site codes are determined by the individual organizations according to their preferences.

Site List page, the View Type field and the link to the Chicago details page listed in the Code column are highlighted.
2The Site List page offers an alternative view to allow users to see the sites in an expandable tree format. Select Tree to see the site list in tree format.
3To view the details of a site, select an appropriate link in the Code column.

Site Details page

In addition to the standard details table and associations tree, a site’s details page also displays Configuration information.

Site Details page highlighting the associations tree and the Site Configuration section. The Site Configurations section consists of a list of Time Sheets indicating whether they are enabled, locked, inherited, how they're configured, the default value, and the labor type.
4

There are many items in the SAP Fieldglass application that can be associated to, and consequently driven by, sites:

  • User
  • Activity Checklist
  • Supplier
  • Invoice Billing Schedule
  • Location
  • Custom Field
  • Invoice Adjustment
  • Corporate Calendar
  • Legal Entity
  • Invoice Tax Information
5The Site Configuration section of a Site Details page indicates the transactional objects that are enabled or locked for the selected site. The site configuration can only be edited by users with appropriate permissions.

Create a Site

WorkingNet has formed a new product unit, called NetAlysis, to develop network diagnostic software for its networking equipment.

As the SAP Fieldglass administrator for WorkingNet, you will need to create a company profile in the application to accommodate NetAlysis.

You’ve already created a business unit and cost centers for NetAlysis, so now you’ll create a site for the new team, which will be based at a new office in Sao Paulo, Brazil.

ExerciseStart Exercise

Summary

Sites are critical for managing local conditions and settings in various geographical areas where an organization operates. Sites ensure job postings automatically adapt to local conditions like calendars, rates, and taxes.

Key Points:

  • Local Conditions Adaptation: Sites enable job postings to reflect local conditions automatically.
  • Tree View and Details: Switch to tree view for an expanded list; click on the code for detailed site information.
  • Site Configuration: The Site Configuration section allows editing of transactional objects for each site by authorized users.

Learning

SAP FacebookSAP YoutubeSAP LinkedIn