Table of Contents

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Foreword by Vish Baliga
19
Foreword by Lesleigh Seagram
21
Foreword by Scott Wilson
23
Preface
25
Contents and Structure of the Book
25
Technical Notes and Notes for Reading
28
Acknowledgments
29
PART I SAP Fieldglass: Overview and Processes
33
1 Introduction to SAP Fieldglass
35
1.1 Use Cases
36
1.1.1 System Value and Benefits
36
1.1.2 Solution Scope
37
1.2 Positioning in the Intelligent Enterprise
38
1.3 Program Organization
40
1.3.1 Implementation Partners and Consulting
40
1.3.2 Managed Service Providers
41
1.4 Implementation and Lifecycle Management
43
1.4.1 Implementation Types
44
1.4.2 Governance
45
1.4.3 SAP Activate
46
1.4.4 Implementation with an MSP or an SAP Partner
47
1.4.5 Change Management and Communication
48
1.5 User Interface
48
1.6 Summary
53
2 System Architecture: Processes and Modules
55
2.1 Access and Modules
55
2.2 Procurement Processes
57
2.2.1 Contingent
59
2.2.2 Statements of Work
61
2.2.3 Profile Worker
62
2.3 Peripheral Modules
66
2.3.1 Decision Forms
67
2.3.2 Wizard
71
2.3.3 Projects
75
2.4 Summary
79
3 Contingent: Processes and Functions
81
3.1 External Workforce Procurement
81
3.2 Procurement Workflow Details
85
3.2.1 Create and Submit Job Postings
85
3.2.2 Job Seeker Management
92
3.2.3 Create and Approve Work Orders
94
3.2.4 Time and Expense Capture and Invoicing
97
3.2.5 Revisions and Closing
98
3.2.6 Other Processes
103
3.3 Contingent Types and Job Posting Templates
104
3.3.1 Contingent Types
104
3.3.2 Job Posting Templates
107
3.4 Qualifications
111
3.5 Interview
113
3.6 Summary
115
4 Statement of Work: Processes and Functions
117
4.1 SOW Bid and SOW
119
4.1.1 Create a SOW Bid
120
4.1.2 Responses and Selection of Suppliers
124
4.1.3 Create a SOW
125
4.1.4 Supplier Review and Approval
131
4.1.5 Billing
131
4.1.6 Revision and Closing
132
4.2 Functions, Settings, and Processes
132
4.2.1 Classification
133
4.2.2 SOW Types
137
4.2.3 SOW Templates
143
4.2.4 Further Configurations and Considerations
149
4.3 Line Items and Libraries
152
4.3.1 Collaboration Tools
153
4.3.2 Clauses
155
4.3.3 Management Events
159
4.3.4 Events
160
4.3.5 Schedules
165
4.3.6 Fees
169
4.3.7 SOW Workers
174
4.3.8 Question Library
180
4.4 Use Cases and Examples
181
4.4.1 Use Holdback
181
4.4.2 Manage Agile Projects
182
4.4.3 Best Practices
182
4.5 Summary
183
PART II Cross-Module Functions
185
5 Organizational Structures
187
5.1 Master Data Overview
187
5.2 Site and Location
190
5.2.1 Site
190
5.2.2 Locations
193
5.2.3 Corporate Calendar
194
5.3 Business Unit
195
5.3.1 Create Business Units
196
5.3.2 Associations to Business Units
198
5.4 Cost Center
199
5.4.1 Create Cost Centers
199
5.4.2 Cost Center Hierarchy
200
5.4.3 Segmented Object Detail
201
5.4.4 Design and Sustainability
203
5.4.5 Create Task Code
204
5.5 Legal Entity
204
5.5.1 Create a Legal Entity
204
5.5.2 Associations
205
5.5.3 Application Example
206
5.6 General Ledger and General Ledger Accounts
208
5.7 Labor Type
208
5.8 User
209
5.8.1 View Users
210
5.8.2 Create User
211
5.8.3 User Access to Master Data
212
5.8.4 Define the Function Access
213
5.8.5 Setting Preferences
214
5.8.6 Proxies and Delegates
216
5.9 User Role
216
5.9.1 Create User Roles
217
5.9.2 User Role Permissions
218
5.10 Suppliers
218
5.10.1 Invite Suppliers
219
5.10.2 Supplier Registration
219
5.10.3 Associations
221
5.10.4 Configure Supplier Distribution Lists
222
5.10.5 Configure Supplier Accounts
224
5.10.6 MSPs and Multi-MSPs
226
5.11 External Workers
227
5.11.1 Register External Workers
227
5.11.2 Set Up the Homepage for External Workers
230
5.11.3 Create a Security ID
232
5.11.4 Configure Master Worker Records
235
5.11.5 Maximum Length of Tenure
237
5.12 Summary
239
6 Rates
241
6.1 Rates in the Procurement Process
241
6.2 Rate Prerequisites
250
6.2.1 Currency and Conversion
250
6.2.2 MSP Fee
250
6.2.3 Pay Rate and Bill Rate
252
6.2.4 Units of Measure and Unit Types
253
6.3 Rate Structure
255
6.3.1 Rate Category
256
6.3.2 Rate Type
257
6.3.3 Time Sheet Rate Group
259
6.3.4 Rate Components
260
6.3.5 Rate Component Groups
262
6.3.6 Rates
263
6.3.7 Rate Cards
264
6.3.8 Rate Groups
266
6.3.9 Rate Grid
267
6.3.10 Rate Uplift
269
6.3.11 Example of a Rates Card Setup
269
6.4 Complex Rate Structures
272
6.4.1 Worker Pay Type
273
6.4.2 Shifts
273
6.4.3 Rate Rules
274
6.4.4 Rate Schedules
275
6.4.5 Rate Change Matrix
280
6.5 Use Cases and Considerations
284
6.5.1 Rate Structure Design Tips
284
6.5.2 Rate Negotiation
285
6.5.3 Rate Guidance
285
6.6 Summary
286
7 Time Sheets, Expense Sheets, and Invoicing
287
7.1 Time Sheets
288
7.1.1 Time Sheet Type
289
7.1.2 Time Sheet Frequency
290
7.1.3 Additional Features and Settings
292
7.1.4 Time Recording
295
7.1.5 Approval of Time Sheets
299
7.1.6 Rejecting Time Sheets
302
7.1.7 Revision of Time Sheets
303
7.1.8 Push Time Sheets
304
7.1.9 Daily Time Sheet Verification
305
7.2 Expense Sheets
305
7.2.1 Expense Codes and Expense Types
305
7.2.2 Capture Expenses
308
7.2.3 Approval
310
7.2.4 Expense Sheet Revision
311
7.3 Miscellaneous Invoice
312
7.3.1 Creation
312
7.3.2 Approval
313
7.4 Invoicing
314
7.4.1 Auto Invoicing
315
7.4.2 Consolidated Invoicing
317
7.4.3 Invoice Adjustments
319
7.4.4 Format PDF Invoice
322
7.5 Summary
323
8 Other Settings
325
8.1 Custom Fields
326
8.1.1 Create Custom Fields
326
8.1.2 Reports
330
8.1.3 Integration
330
8.1.4 Pick Lists Types
331
8.1.5 Intelligent Fields
334
8.2 Custom Lookup
335
8.3 Job Codes
336
8.4 Categories
337
8.5 Reasons
337
8.6 Approvals
338
8.6.1 Basic Settings: Users and User Roles
338
8.6.2 Create Approval Rules
339
8.6.3 Create Approval Groups
340
8.6.4 Example of Time Sheet Approvals
344
8.7 Messaging and Notifications
346
8.7.1 Email Message Template
346
8.7.2 System Variables
347
8.7.3 Configure Messages
348
8.7.4 Personal User Settings
350
8.7.5 Approval via Email
351
8.7.6 Approval via App
351
8.7.7 Message Center
352
8.8 System Notifications
352
8.8.1 Thresholds: PMO Dashboard
352
8.8.2 Thresholds: Alert
353
8.8.3 Thresholds: Escalation
354
8.8.4 View all Notifications
354
8.8.5 System Broadcast
354
8.8.6 Homepage Announcement
355
8.8.7 Reference Library
355
8.8.8 View all Work Items
356
8.8.9 Custom Text
357
8.8.10 Contextual Help
357
8.9 Social Enterprise
358
8.9.1 Ask an Expert
359
8.9.2 Chat
360
8.9.3 Annotations
362
8.9.4 Reminders
363
8.9.5 Starring
363
8.10 Summary
364
9 Onboarding and Offboarding
365
9.1 Activity Items and Activity Checklists
365
9.1.1 Create Activity Items
366
9.1.2 Create Activity Checklists and Assign Activity Items
369
9.1.3 Edit and Complete Activity Items
373
9.2 Milestones
375
9.3 Asset Types
376
9.4 Electronic Signature with DocuSign
378
9.4.1 Create a DocuSign eSignature Template
378
9.4.2 Create an XSL Template
379
9.4.3 Create Activity Items for the eSignature
380
9.5 Summary
381
10 Reports and Analytics
383
10.1 Preferences and Prerequisites
384
10.1.1 Preferences
384
10.1.2 User Role Configuration
385
10.1.3 User Profile Configuration
386
10.2 Report Fields and Formulas
387
10.2.1 View Report Fields
388
10.2.2 Create and Manage Formulas
389
10.3 Reporting
390
10.3.1 Modules and Fields
390
10.3.2 Manage Report Filters
392
10.3.3 Set Report Details
393
10.3.4 Reports for Suppliers
394
10.3.5 Run a Report
395
10.4 Analysis Tools and Functions
396
10.4.1 Create Charts
397
10.4.2 Assemble Pivot Tables
398
10.4.3 Set Up the Homepage
399
10.4.4 Schedule Reports
399
10.4.5 PMO Dashboard
400
10.4.6 Visualizer
402
10.4.7 SAP Analytics Cloud
403
10.5 Reporting Recommendations
404
10.6 Summary
405
11 Data Retention
407
11.1 Manage Data Retention Policies
407
11.1.1 User Rights and Thresholds
408
11.1.2 Custom Lookup Thresholds
409
11.1.3 Erase Records That Exceed Thresholds
411
11.1.4 Queue Records for Erasure
412
11.1.5 Search for and Erase Individual Data Records
413
11.1.6 Erased Entries
414
11.2 Erase User Information
415
11.2.1 Erase Worker Information
415
11.2.2 Erase Supplier and Buyer Information
415
11.3 Summary
416
PART III Integration
417
12 Standard Integrations
419
12.1 Standard Integrations: Overview
420
12.1.1 Master Data Integrations
421
12.1.2 Transactional Integrations
422
12.1.3 Data Formats
423
12.2 Standard Connectors
424
12.2.1 Standard Upload Connectors
424
12.2.2 Standard Download Connectors
427
12.2.3 File Transfer Methods
428
12.2.4 Access Standard Integration Options
429
12.3 Configuration Manager
432
12.3.1 Use Configuration Manager
433
12.3.2 Activate and Configure Connectors
434
12.3.3 Connector Adjustments: Downloads
437
12.3.4 Connector Adjustments: Uploads
438
12.3.5 Transfer Method and Connectivity
440
12.3.6 Integration Audit Trail
442
12.3.7 Set Up Endpoints
443
12.4 Single Sign-On
445
12.4.1 Unique User Identifiers
445
12.4.2 Single Sign-On Setup with the Configuration Manager
446
12.5 Productized Integrations
447
12.6 SAP Fieldglass Integration Add-On 1.0
448
12.7 Summary
450
13 Integration with SAP SuccessFactors
451
13.1 Productized Integrations: Overview
452
13.2 Master Data Integration
454
13.2.1 Configuration in SAP Fieldglass
456
13.2.2 Configuration in SAP SuccessFactors
458
13.2.3 Additional Master Data Integrations
458
13.2.4 Data Transfer
459
13.3 Position Management Integration
459
13.3.1 High-Level Workflow
459
13.3.2 Prerequisites
460
13.3.3 Configuration in SAP SuccessFactors Employee Central
462
13.3.4 Configuration in SAP Fieldglass
463
13.4 Worker Data Integration
465
13.4.1 Integration Setup
466
13.4.2 Configuration in SAP Fieldglass
467
13.4.3 Configuration in SAP SuccessFactors
468
13.4.4 Configuration in SAP Integration Suite
469
13.5 Summary
470
14 Integration with SAP Ariba
471
14.1 Productized Integrations: Overview
472
14.1.1 Master Data
473
14.1.2 Procurement
474
14.1.3 ERP Integrations
475
14.1.4 Data Transfer
476
14.2 Master Data Integration
476
14.2.1 Configuration in SAP Fieldglass
479
14.2.2 Configuration in SAP Ariba
480
14.2.3 Configuration Considerations
481
14.3 Transactional Integrations
481
14.4 Sourcing and Contracts
483
14.4.1 Configuration in SAP Fieldglass
485
14.4.2 Configuration in SAP Ariba
486
14.5 Procurement: Purchase Requisition/Purchase Order
486
14.5.1 Integration with SAP Ariba Buying
487
14.5.2 Direct Procurement with Ariba Network
490
14.5.3 Configuration in SAP Fieldglass
492
14.5.4 Configuration in SAP Ariba
493
14.6 Invoicing
494
14.6.1 Integration with SAP Ariba Buying
494
14.6.2 Direct Invoice Integration with Ariba Network
496
14.6.3 Configuration in SAP Fieldglass
498
14.6.4 Configuration in SAP Ariba
499
14.7 Summary
500
15 Integration with SAP S/4HANA
501
15.1 Productized Integrations: Overview
502
15.1.1 Master Data and Business Partner Data
503
15.1.2 Transactional Data
504
15.1.3 Methods for Integration
506
15.2 Master Data Integration
506
15.2.1 Configuration in SAP Fieldglass
508
15.2.2 Configuration in SAP S/4HANA
511
15.2.3 Integration Methods
512
15.2.4 Additional Master Data Integrations
512
15.2.5 Configuration Considerations
513
15.3 Business Partner Replication
513
15.3.1 Configuration in SAP Fieldglass
514
15.3.2 Configuration in SAP S/4HANA
515
15.3.3 Integration Methods
515
15.4 Transactional Integrations
516
15.5 Procurement: Purchase Requisition/Purchase Order
519
15.5.1 Workflow
519
15.5.2 Configuration in SAP Fieldglass
522
15.5.3 Configuration in SAP S/4HANA
524
15.5.4 Configuration in SAP Integration Suite
524
15.6 Service Entry Sheet
525
15.6.1 Workflow
526
15.6.2 Configuration in SAP Fieldglass
527
15.6.3 Configuration in SAP S/4HANA
529
15.6.4 Configuration in SAP Integration Suite
529
15.7 Invoicing
530
15.7.1 Workflow
530
15.7.2 Configuration in SAP Fieldglass
531
15.7.3 Configuration in SAP S/4HANA
533
15.7.4 SAP Integration Suite
533
15.8 Summary
533
16 Conclusion: SAP Fieldglass Trends
535
16.1 Implementation and Change Management
535
16.2 Program Evolution
536
16.3 The Rise of Statements of Work
537
16.4 The Future of Integrations
537
Appendices
539
A Glossary and Explanation of Terms
541
A.1 Terms: Users
541
A.2 Terms: Rates
543
A.3 Terms: Integrations
545
B Sequence of Implementation
549
B.1 Implementation Sequence: Contingent
549
B.2 Statements of Work
551
B.3 Global Configurations
554
C Miscellaneous Items
557
C.1 Status
557
C.2 Module References
564
C.3 Multiple MSPs: Association of Admin Objects
565
D The Authors
567
Contributors
568
Index
571