The SAP Service and Asset Manager 2205 supports three personas:
Maintenance Technician
Field Service Technician
Inventory Clerk
In the past, the Extension components were separately delivered. However, with release SAP Service and Asset Manager 2205 the Extensions components are merged into the base app which indicates shift in the strategy from component to persona-based model. Each standard persona is designed with optimized user experience, data model, and performance improvement. A user can be assigned multiple personas at the same time, and switch between personas easily through application profile persona toggle from the device.
New licensing model based on Full Use Equivalent (FUE) Usage Type. Standard SAP persona can be classified as either Professional Persona (1 FUE) or Standard Persona (0.5 FUE). Refer to the blog SAP Service and Asset Manager 2205 What’s New, and Configuring Features and Personas in SAP Service and Asset Manager for more information.
The following table provides a list of features supported by each persona. You can find additional information in the help documentation Feature to Persona Matrix | SAP Help Portal.
Features Supported by Each Persona
| Feature | Feature Description | Maintenance Technician | Field Service Technician | Inventory Clerk |
|---|
| CA_ATTACHMENT | Attachment support for business objects (DMS / BDS / GOS) | Y | Y | NA |
| CA_BILL_OF_MATERIAL | Bill of material (BOM) for technical objects | N | NA | NA |
| CA_BUSINESS_PARTNER | Business partner | N | Y | NA |
| CA_CLASSIFICATION | Classification and characteristics for technical objects | Y | NA | NA |
| CA_CORE_DATA | Core data including org. structure (ex: Plant, Work Center) | Y | Y | Y |
| CA_CREATE_TECH_OBJECT | Create equipment and a functional location. | Y | NA | NA |
| CA_CREW_MANAGEMENT | Crew management | N | NA | NA |
| CA_DIGITAL_SIGNATURE | Digital signature | N | NA | NA |
| CA_GEOSPATIAL_INFO_SERVICE | GIS support for Esri ArcGIS and GEF | Y | Y | NA |
| CA_LOCATION_UPDATE | User location tracking | N | N | NA |
| CA_NO_HISTORY | Notification history | Y | N | NA |
| CA_SERVICE_REPORT | PDF service report generation | N | Y | NA |
| CA_SIGNATURE_CAPTURE | Signature (physical) capture as image. | N | Y | NA |
| CA_TECH_OBJECT | Equipment and functional location master data. | Y | Y | NA |
| CA_WO_HISTORY | Work order history | Y | N | NA |
| CS_EXPENSE_REPORT | Expense reporting | N | Y | NA |
| CS_MILEAGE_REPORT | Mileage reporting | N | Y | NA |
| CS_NOTIFICATION | Service notifications | NA | Y | NA |
| CS_SERVICE_ORDER | Service orders | NA | Y | NA |
| EAM_CHECKLIST | EAM checklist | N | NA | NA |
| EAM_PHASE_MODEL | Phase model | N | NA | NA |
| FOW_ROUTE | Field Operations Worker component | N | NA | NA |
| FSM_SCHED_INTEGRATION | Field Service Management Scheduler integration | N | N | NA |
| HR_TIMESHEET | CATS timesheet | N | NA | NA |
| IAM_CHECKLIST | ASPM checklist | N | NA | NA |
| IAM_INDICATORS | PdMS indicators | N | NA | NA |
| ISU_METER_MANAGEMENT | Meter Management component | N | NA | NA |
| MM_GOODS_ISSUE | Goods issue for Inventory Management | NA | NA | Y |
| MM_GOODS_RECEIPT | Goods receipt for Inventory Management | NA | NA | Y |
| MM_MATERIAL_DATA | Material master data | Y | Y | Y |
| MM_PHYSICAL_INVENTORY | Physical inventory | NA | NA | Y |
| MM_STOCK_LOOKUP | Stock lookup by plant and storage location | Y | Y | Y |
| MM_STOCK_TRANSFER | Stock transfer | NA | NA | Y |
| MM_TECHNICIAN_GOODS_ISSUE | Goods issue for planned materials on work order | Y | Y | NA |
| PM_ASSEMBLY | Equipment assembly information for work order | Y | NA | NA |
| PM_CLOCK_IN_CLOCK_OUT | Clock In / Clock Out | N | NA | NA |
| PM_CONFIRMATION | PM confirmations for time recording | Y | Y | NA |
| PM_LINEAR_ASSET_MANAGEMENT | Linear Asset Management (LAM) | N | NA | NA |
| PM_MEASUREMENT | Measurement readings | Y | NA | NA |
| PM_NOTIFICATION | PM notifications | Y | NA | NA |
| PM_OBJECT_LIST | Object lists on work orders | Y | NA | NA |
| PM_PRT | Production, Resources, and Tools (PRT) | Y | NA | NA |
| PM_SUPERVISOR_MODE | Supervisor mode | Y | NA | NA |
| PM_WORK_ORDER | PM work orders | Y | NA | NA |
| QM_CALIBRATION | Calibration orders and inspection lots | N | NA | NA |
Explanations:
Y–Yes
N–No
NA–Not Applicable
Standard SAP Service and Asset Manager is delivered with base application, and extra extension components. The base application is available in the App Store. Extension components are available in the SAP Support software download site.
The base application supports common asset management maintenance execution functionalities. Extension components provide optional industry or process-specific features that can be bundled with the base application. Extension components are available with the SAP Asset Manager license.
The following extension components are available:
Asset Central
Crew Management
Customer Service
Field Operation Worker
Meter Management
Base Application Features
| Features | Description |
|---|
| Order Management |
View Work Order Detail | View work order data Operation/SubOperation, Components/Parts, Object List, Notes, Production Resources and Tools (PRT), Document Attachment Linear Asset Management (LAM) data Related work orders Related notifications
|
Create/Edit/Delete Work Order | Work order delete is only allowed for locally created order that hasn’t been uploaded to the back-end SAP system. |
Mobile Status Lifecycle for Work Order | Use mobile status to control work order system status and/or user status. |
View or Add Attachment. | Image, PDF document, Text, Word Document, URL |
Perform Goods Issue for Parts. | Serialized part is supported. |
Return Unused Parts. | |
Work Order Distribution Rules | Data distribution rules supported: Header Level Person Responsible Operation Level Personnel No. Sub-Operation Level Personnel No. Capacity Requirement Personnel No. Header Level Planner Group Operation Level Work Center Header Level Business Partner Header Level Work Center Free Search MRS Scheduling
|
| Notification Management |
View PM Notification Detail | View PM notification data: Items, Tasks, Activities, Notes, Documents Attachment Linear Asset Management (LAM) Data Related notifications Related work orders
|
Create/Edit/Delete PM Notification | Notification delete is only allowed for locally created notification that hasn’t been uploaded to back-end SAP system. |
Mobile Status Lifecycle for Notification | Use mobile status to control PM notification system status and/or user status: Receive, Start, Hold, Complete Notification. |
View or Add Attachment. | Image, PDF document, Text Document, Word Document, URL |
PM Notification Distribution Rules | Data distribution rules supported: Header Level Person Responsible Task Level Person Responsible Header Level Planner Group Header level Work Center Free Search Dependent Queue
|
Inspection & Measurement | |
View Measuring Point Detail | |
View Measurement History | |
Take Measurement Reading. | |
Time Management | |
View PM Time Confirmation History | |
Create/Edit PM Time Confirmation | |
View CATS Timesheet History | |
Create/Edit CATS Timesheet Record | |
Clock-in/Clock-out | Allow multi-user/technician to perform independent time tracking for same work order or operation. |
Asset Data Management | |
View Equipment Detail | View equipment data: General Info, Address, Document Attachment Business Partners Classifications Equipment Bill of Materials Equipment Hierarchy Measuring Points and Measurement History Warranties Related Work Orders Related Notifications
|
View Functional Location Detail | View functional location data: General info, Address, Document Attachment Business Partners Classifications Functional Location Bill of Materials Functional Location Hierarchy Measuring Points and Measurement History Related Work Orders Related Notifications
|
Equipment Installation and Dismantle | |
Add Attachment. | |
Analytics | |
| Line/Bar Chart | Measurement History |
Geospatial Map | |
Display Geospatial Map. | Display ESRI base map |
Offline Geospatial Map | |
Online Search | |
Real-time Inventory Lookup | |
Bill of Material Lookup | |
Push Notification | |
Send Push Notification for Qualified Objects. | Support Work Order, PM Notification |
Maintenance Technician Persona
SAP Service and Asset Manager supports maintenance technicians who maintain enterprise assets to perform their job with complex information and business logic that is always available whether they are connected to the network or working in offline environments. The following picture provides an overview of the functions in maintenance and different job roles.
As SAP Service and Asset Manager 2205 release, the Maintenance Technician Persona supports two roles:
Maintenance Technician
Maintenance Supervisor
Maintenance Technician Role
The following picture provides a high-level overview of the process supported by Maintenance Technician Role.
Maintenance Supervisor Role
The following picture provides a high-level overview of the process supported by Maintenance Supervisor Role.
Field Service Technician Persona
Field Service Technician Persona enables technician to work on equipment installed at the customer site. The product enables technicians to process services orders, including recording mileage, expenses, and eventually generating a Field Service Report.
The following picture provides a high-level overview of the process supported by Field Service Technician.
Inventory Clerk Persona
The Inventory Clerk Persona enables a storeroom operator to receive, issue, or transfer stock. It also supports issue and receipt of Batch Managed, Serialized, and Valuated Materials. It supports Inventory Management process of both SAP S/4HANA and SAP ECC back ends.
The Inventory Clerk Persona supports the following functions:
Goods Receipt
Goods Issues
Stock Transfer
Stock Lookup
Physical Inventory
The following picture provides a high-level overview of the process supported by the Inventory Clerk persona.
