How to assign external ressources to a service order?

[Former Member]

Hi,

We are not using Resource Planning in CRM - instead we assign the resource manually in the service order. This works fine for work to be done internally - but what should we do when we use external service providers?

We have the Vendors downloaded to CRM but I cannot find any information whatsoever describing the process of handling external service providers including the ECC integration.

How do we assign the service provider to the service order and how do we trigger that the registrations made are passed on to ERP so we can settle the invoice from the vendor?

If you should have some documentation or any information that could help gettting to the bottom of this it would be highly appriciated.

Thanks in advance

Christian

[former_member196553]

Hi Christian,

did you create the business partner with WFDSVP Service provide role. This is prerequisite if resource planning is used so I guess this will also be needed if assigning manually.

best regards,

Johannes