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6/28/2016

6/28/2016 PlanningResourcesforPM/CSOrders­SAPDocumentation Planning Resources for PM/CS Orders

PlanningResourcesforPM/CSOrders­SAPDocumentation

Planning Resources for PM/CS Orders

YoucanusethisbusinessprocessinordertoplanresourceswithPlantMaintenance/CustomerServiceordersinSAP

MultiresourceScheduling.

Process

MultiresourceScheduling. Process ComponentViewforPlanningResourcesforPM/CSOrders

ComponentViewforPlanningResourcesforPM/CSOrders

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PlanningResourcesforPM/CSOrders­SAPDocumentation

1.CreatePM/CSorder(SAPERP)

Itstartswiththeresponsiblepersoncreatingaserviceorderthatisrelevantforresourceplanninginaccordancewiththecurrent

Customizingsettings(IMGactivityDefineresourceplanningrelevanceforPM/CSorders).

2.Dispatchorderoperationtoresource(SAPMultiresourceScheduling)

Youhavedifferentoptionstocreateassignmentsforresourcesintheplanningboard.Eachmethodhasparticularadvantagesthat youcanuseinyourworkasaresourceplanner. Drag&DroponResource

Drag&DroponResource

1.Intheorderworklistoritemworklist,choosetheitemthatyouwanttoassigntotheresource

2.Movethisitemtotheplanningboardusingdrag&dropandcarefullyplaceitonthenameoftheresource

YoucanmanagethedatesthatarecopiedtotheassignmentintheResponseWhenDragging&DroppingDemandsto Resourcesintheusersettingsoftheresource. Drag&DroptothePlanningBoard

1.Intheorderworklistoritemworklist,choosetheoperationthatyouwanttoassigntotheresource

2.Movetheoperationtotheplanningboardusingdrag&dropandplaceitonthedayandtimeatwhichyouwanttocreate

theassignment Inthisway,youchoosethedateoftheassignmentyourselfandthedurationistakenfromtheorder. CreatinginthePlanningBoard TheplanningboardisinChangeMode:Assignments.

1.Intheorderworklistoritemworklist,choosetheitemthatyouwanttoassigntoaresource

2.Intheplanningboard,pressandholdtheprimarymousebutton,anddragaframewithinaresourcerowtotherequired

time Inthisway,youselectboththedateandthedurationoftheassignmentyourself. CreatingintheDialogBox

1.Intheorderworklistoritemworklist,choosetheoperationthatyouwanttoassigntoaresource

2.Selecttheresourceforwhichyouwanttocreateanassignment

3.ChooseCreateAssignment

Thereareseveralwaysinwhichyoucancallthisfunction:

MenuTasksCreateAssignment Contextmenuoftheitemintheorderoritemworklist Assignmenticon Thenadialogboxappears.

Assignment icon Thenadialogboxappears.

4.Inthedialogbox,entertherequiredvaluesfortheassignment.Ifnecessary,youcanalsochangetheoperationor

resource.

5.ChooseCreate

Inthisway,youobtainagoodoverviewofalldetaileddataforanassignment.Forexample,youcanalsoenteryourown

descriptionoftheassignment,whichisusedinsteadoftheorderandoperationnumber.

3.Searchforemployee(SAPMultiresourceScheduling)

Inthecontextmenuforthedemand,chooseSuitableResources.

Anareafortheemployeesearchthenappears.ThefieldsFrom,To,andDemandDurationarealreadyfilledwithvaluesfromthe

demand.TheSelectedOnlyradiobuttonisalsoselected.However,youcanstillchangethesevalues(forexample,thesearchfor

allplanningboardresources),orextendotherresourceplanningnodes.Youcanalsospecifythefollowing:

Youcanselectoneormoreindicatorsinthefieldsforadjacent­levelmatching

Youcanspecifywhetherthesystemdeterminestheemployee'savailabilityonthebasisofslotsorcapacity,andwhetherit

shouldtakereservationsintoaccount,forexample.Tochangethemethodofavailabilitydetermination,chooseChange

CapacityGraphType

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PlanningResourcesforPM/CSOrders­SAPDocumentation

IntheSearchType:OnCallfield,youcanchoosebetweennoon­callsearch,asearchpurelyforemployeeswithon­call,oran

on­callsearchtogetherwiththeemployeesearch.

4.Matchunstructuredqualification(SAPMultiresourceScheduling)

Thesystemcomparesalltypesofunstructuredqualificationsseparatelyandineachcasereturnsaresultforeachqualification

type.

Thecomparisontakesplacesuccessivelyinalllanguagesinwhichthesearchtermsexistintherequirementsprofile.Inthisway,

thesystemdetermineshowmanyinstancesoftherequiredsearchtermexistforeachlanguageinthefulltextsofthelanguage.

Theresultisapercentageforeachlanguagethatshowsthenumberofsearchtermsfoundinrelationtothenumberofsearch

termsrequired(intherespectivelanguage).Themaximumpercentagevalueforeachlanguageisdisplayedasthematching

resultforunstructuredqualifications.

YoucanspecifyratingfactorsinCustomizingforunstructuredqualificationsaswelltodefinehowthesystemincludes

unstructuredqualificationswhencalculatingtheoverallresultofqualificationmatching.

5.Optimizeplanningsituation(SAPMultiresourceScheduling)

Tooptimizethecurrentplanningsituation,chooseOptimizerfromthetoolbarontheplanningboard.Astheperiod,youcanenter

thenextday,week,ortwoweeks,oryoucanenteracustomperiodinthedetailview.Ifyouchoosethepushbuttondirectly,the

systemusesthedefaultvaluefromCustomizing.Thecurrentvalueisindicatedbyacheckmarkbeforethetext.

WiththeOptimizer,youcandothefollowing:

Thesystemincludesalloftheselectedelementsintheoptimizationprocess.Ifyouhavenotselectedanelement,thesystem

includesallelementsthataredisplayedintheplanningboard.Ifafilterisactive,onlythefilteredelementsareincluded.

Ifyouchoosethepushbutton,youaccessthedetailedviewfortheoptimizer.Thisallowsyoutoenterthresholdvaluesfor

resourceutilization.

Ifyouarenotsatisfiedwiththeoptimizationresult,youcanundothestep.

6.Executeoptimizationrequest(SAPMultiresourceSchedulingOptimizer)

ThesystemexecutesoptimizationrequestinVSRoptimizerengineandreturnsoptimizationresult.

7.UpdatePM/CSorderafterdispatching(SAPMultiresourceScheduling)

Assoonastheresourceplannerhascreatedoneormoreassignmentsforthedemand,thesystemcanupdatethefollowingdata intheorderororderoperation(prerequisite:youhaveactivatedbackwardintegrationforPM/CSordersinCustomizingforSAP MultiresourceSchedulingunder SourcesofDemand ActivateBackwardIntegrationofData ):

SourcesofDemand ActivateBackwardIntegrationofData ):
SourcesofDemand ActivateBackwardIntegrationofData ):
SourcesofDemand ActivateBackwardIntegrationofData ):

Status(forexample,ordercontainsassignments,assignmentiscapacitive)ifacorrespondingERPstatusisassigned.

Formoreinformationaboutthetransferredstatus,seeBackwardIntegration.

Workcenteroftheresourceororiginalworkcenterfortheresourceplanningnodeifanassignmenthasbeendeleted.

Work(determinedbasedonCustomizingsettings)

Changeddatesandwork(determinedbasedonCustomizingsettings).Thesechangesalsocausetheordertoberescheduled.

8.Transferemployeeavailabilityinformation(SAPHR)

TotransfertheavailabilityinformationoftheresourcesfromSAPHRtoSAPMultiresourceScheduling(MRSBasis),youusethe

report/MRSS/HCM_RPTWFMIF.Formoreinformation,refertothesystemdocumentationforthereport.

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6/28/2016 Note PlanningResourcesforPM/CSOrders­SAPDocumentation Ifyoustartthereport /MRSS/HCM_RPTWFMIF

Note

PlanningResourcesforPM/CSOrders­SAPDocumentation

Ifyoustartthereport/MRSS/HCM_RPTWFMIFtotransferavailabilityfromSAPHRforaresourcecurrentlydisplayedinthe

planningboard,youcannotcreate,change,delete,orsaveanyobjects(assignmentsortimeallocations)forthisresource.After

thereporthasrun,theobjectscanbesaved.Tobeabletofurtherprocesstheobjectsoftheresource,youhavetorefreshthe

planningboardfirst.

9.UpdateavailabilityinformationinMRS(SAPMultiresourceScheduling)

ThesystemstorestransferredHRdataintheMRSdatabase.