Data Authorization Requirements Service Orders

The table explains the various roles that can be defined for the activities related to Service.

Authorized Roles Tasks Associated Attributes Permissions
Service Administrator
  • Creates and maintains service orders
  • Service Orders
    • Service Administrator
    • Service Department
    • Enterprise Unit
    • Service Area
    • Service Type
  • Installation Groups
  • Serialized Items

Other Attributes:

  • Item
  • Project
  • PCS Project
  • Business Partner
  • The employee can only see, create or modify assigned service orders.
  • The employee can only view and use assigned business partners.
  • The employee can only view and use assigned installation groups.
  • The employee can only view and use assigned (PCS) projects.
  • The employee can only view and use assigned items.
  • The employee can only view and use assigned serialized items.
  • Registers actuals (materials, labor and other)
  • Service Orders
    • Service Administrator
    • Service Department
    • Enterprise Unit
    • Service Area
    • Service Type

Other Attributes:

  • Item
  • Project
  • PCS Project
  • Business Partner
  • The employee can only see, create or modify assigned service orders.
  • The employee can only view and use assigned business partners.
  • The employee can only view and use assigned (PCS) projects.
  • The employee can only view and use assigned items.
  • Performs service order costing and releases service order to invoicing
  • Closes service order
  • Service Orders
    • Service Administrator
    • Service Department
    • Enterprise Unit
    • Service Area
    • Service Type
  • The employee can only perform costing and release to invoicing for assigned service orders.
  • The employee can only close assigned service orders.
Service Planner
  • Schedules service orders using the Service Scheduler Workbench
  • Assigns employees to service order activities
  • Service Orders
    • Service Administrator
    • Service Department
    • Enterprise Unit
    • Service Area
    • Service Type
  • The employee can only view, create or modify assigned service orders.
  • Releases service orders
  • Service Orders
    • Service Administrator
    • Service Department
    • Enterprise Unit
    • Service Area
    • Service Type
  • The employee can only release assigned service orders.
  • Performs service order resource planning
  • Service Orders
    • Service Administrator
    • Service Department
    • Enterprise Unit
    • Service Area
    • Service Type

Other Attributes:

  • Item
  • Project
  • PCS Project
  • Business Partner
  • The employee can only view and use assigned service orders (= Primary Object).
  • The employee can only view assigned business partners, but can generate for business partners for which the employee has no permission.
  • The employee can view assigned (PCS) projects, but can generate for projects for which the employee has no permission.
  • The employee can only generate assigned purchase orders.
Service Engineer
  • Executes assigned activities in the mobile service app
  • Service Orders
    • Service Administrator
    • Service Department
    • Enterprise Unit
    • Service Area
    • Service Type
  • The employee can only see assigned activities (already available in mobile service app).
  • Registers actuals (materials, labor and other) in the mobile service app
  • Service Orders
    • Service Administrator
    • Service Department
    • Enterprise Unit
    • Service Area
    • Service Type

Other Attributes:

  • Item
  • Project
  • PCS Project
  • Business Partner
  • The employee can only use assigned activities (already available in mobile service app).
  • The employee can only view and use assigned business partners.
  • The employee can only view and use assigned (PCS) projects.
  • The employee can only view and use assigned items.