Integration with SAP ERP HCM
You can integrate service resource planning with SAP ERP Human Capital Management (SAP ERP
HCM). The integration has the following effects:
The service resource planning application can display absence and attendance information from SAP
The service resource planning application can process HR data directly, for immediate consideration
or for planning purposes.
Time allocations entered into the service resource planner can be sent back to the SAP ERP HCM
system, to keep the systems synchronized.
Employees and qualifications must exist within SAP ERP HCM before you can create assignments for
them within service resource planning.
You use the transaction PFAL for ALE distribution in SAP ERP HCM, to create the employee business
partner in SAP CRM from the SAP ERP HCM employee.
You must maintain the scales in SAP ERP HCM using transaction PPPM, and transfer them to SAP
Once you have created the business partner in SAP CRM, you must create a service arrangement for this
employee. Once you have created the service arrangement in SAP CRM, you can transfer the basic
availability and any other relevant time allocations, from SAP ERP HCM to the WFD Server. You then run
the following reports in SAP ERP HCM:
RPTWFMIF, to transfer the basic availability
RPTEXTPT, to transfer information from the SAP ERP HCM interface tables to the infotypes
When you create time allocations within the resource planning application, and select the HR
status Released, run report WFD_HCM_TIMEDATA_TRANSFER to send these time allocations to SAP ERP
HCM. The system then changes the status to Transferred. Once these time allocations are processed in
SAP ERP HCM, they are sent back to the WFD Server, where the system changes the status to From
When creating a time allocation in the resource planner, it must be in the time zone of the SAP ERP HCM
The time allocations relevant for SAP ERP HCM are not forwarded to the SAP CRM Mobile Service
application. If you flag a time allocation as relevant for SAP ERP HCM, you must delete all corresponding
records from the laptop application.
When integrated with SAP ERP HCM, you can use the service resource planner to view absence and
attendance information. You can also create attendance and absence information in the service resource
planner, and release it for the HR system.
Use report RPTWFMIF to capture availability data from SAP ERP HCM, for use within service resource
planning. You should use the report for the following infotypes from Time Management:
Use report WFD_HCM_TIMEDATA_TRANSFER to transfer the data marked for release, between the
resource planning application and SAP ERP HCM. To synchronize the data between the two systems
most effectively, you should schedule the report to run on a daily basis.
In Customizing for Customer Relationship Management, you have made settings for the integration of
SAP ERP HCM. You do this at
SAP HCM Integration
Business Settings for WFD
In Customizing for SAP ERP HCM, you have integrated SAP ERP HCM and service resource
planning, for the entry of time allocation data. You do this at
Management with Other SAP Applications
Integration with Workforce Management Core
Integration with the Workforce Management Core
HR-Relevant Time Allocation Data
Resource planners must mark all time allocation data that is required to update SAP ERP HCM as HRrelevant, and then release it for the update of SAP ERP HCM.
Planners do not have to immediately mark data for release. They can release the SAP ERP HCM data at
Once you release a request, the system can send it to SAP ERP HCM. If there is no indication of HR
relevance, then the request is applicable for the service resource planning application only and it is not
sent to HR. The HR relevance only refers to internal resources that are maintained as employees in SAP
When working with HR-relevant data:
An item is sent to HR only when it is released
Once an item is released for HR, it can be updated only in HR
If an item is not HR-relevant it can be updated or deleted by the resource planner
If a request was flagged as HR-relevant but has not yet been released, it can be updated or deleted in
the resource planning application
If a request is not HR-relevant, it does not have to be released
You can use the IDoc standard technology to transfer HR data between the resource planning application
and SAP ERP HCM.
Resource planners can enter either individual time allocations or recurring patterns, for the availability of
resources. A recurring pattern is similar to a recurring appointment in the resource planner. However, the
pattern has an entry to record time allocation data for absence and attendance information.
SAP ERP HCM has no concept of reusability. When HCM receives a recurring pattern, it creates an item
for every day of the recurrence.
In cases of individual time allocations with an HR-relevant time allocation type, you can set the HR status
To Be Released
Once the system transfers the time allocation to SAP ERP HCM, it sets the status to Transferred, and the
time allocation can no longer be changed in the resource planner.
Time allocations that are created in SAP ERP HCM have the HR status From HR, and cannot be
changed in the resource planner.
If integrated with SAP ERP HCM, you see the HR Status dropdown list only for those time allocation
types that were defined as HR-relevant during configuration.