SAP - Resource Planning in Plant Maintenance (PM) and Customer Service (CS)

SAP Multiresource Scheduling helps you find and assign suitable resources for demands from the areas of Plant Maintenance (PM) and Customer Service (CS). You can use SAP Multiresource Scheduling with PM and CS orders as well as notifications from these areas. Since resource planning differs for orders and notifications, only a basic overview of the general process for resource planning in Plant Maintenance and Customer Service is provided at this point.

Process
1. As the requester, you create a notification or order relevant for resource planning (for example, with data on the reference object and sold-to party) in SAP ERP (using the Plant Maintenance or Customer Servicecomponent). 2. The system transfers the data relevant for resource planning to SAP Multiresource Scheduling and creates a demand automatically for each order operation or notification. 3. As the resource planner, you plan resources in the planning board by assigning suitable resources that are required to carry out the tasks to the demands created by the system. 4. You monitor the progress of the execution. 5. If there are variances between the planning situation and the execution situation, you correct your planning.

Resource Planning for Orders from Plant Maintenance (PM) and Customer Service (CS)
Work packages are planned at operation level of the order for orders from the areas of Plant Maintenance (PM) and Customer Service (CS). The process models the collaboration between the requester and the resource planner in the system. During the process, the system transfers planning-relevant demand information to resource planning, and can also update information in the order once the assignment has been created. Overviews of the fields that are significant for integration to SAP Multiresource Scheduling and backward integration to the PM or CS system are provided as tables under Integrating Operation Data into SAP Multiresource Scheduling and Backward Integrating SAP Multiresource Scheduling Data to PM/CS.

Prerequisites
You have completed the required activities in Customizing for SAP Multiresource Scheduling under Sources of Demand PM/CS Orders . If you want to use capacitive planning, you have configured the settings for capacitive planning under Sources of Demand Demand Settings Control Capacitive Planning (ERP) . If you want to update the order once resource planning has been completed successfully, you have activated the backward integration of data under Sources of Demand Activate Backward Integration of Data .

Process
The process can run as follows, for example: 1. You (or the service employee responsible) create a service order relevant for resource planning and specify the required data: So that the system creates a demand with suitable requirements, you can enter a requirements profile directly in the order operation under General Operation Data. The system specifies the requirements profile defined in the equipment or material master as the default value, provided that this requirements profile exists. If you have changed the requirements profile manually, automatic determination is deactivated. To determine the default requirements profile again, choose (Activate auto. determination). To enable the system to assign the operation to a resource planner, you have to enter a work center that is assigned to a resource planning node. You can use the input help to select a work center from the resource planning structure. 2. At the header level of the order, you choose the Scheduling pushbutton to create the completion deadlines for the order. Depending on the system setting, one of the following applies: Resource planning without system-supported appointment booking (internal scheduling) The system determines the sequence of operations and proposes basic dates for carrying out the order. Depending on the scheduling direction, a start or end date is determined.

Note
Internal scheduling is a standard SAP function and is not modified by SAP Multiresource Scheduling. You can use the Utilization of Personnel Resources function

(transaction /MRSS/UTILREP) to help you define the basic dates and select work centers. For more information, see Utilization of Personnel Resources. Resource planning with appointment booking (external scheduling) The system determines basic dates for the start and end of the order. The system also determines and proposes potential start and end dates based on the available capacity. For more information seeAppointment Booking with a PM/CS Order. 3. As soon as you save or release the order (depending on the Customizing setting), the system transfers the following information to SAP Multiresource Scheduling and creates a demand for each planning-relevant operation: Start and end date (from operation dates) Duration of the demand (from work of operation) If a value is not specified for the work in the operation, the system uses the default value specified in Customizing. Number of resources Requirements profile Resource planning node of demand (from work center) Operation user status: o o o Fixed date Date agreement required Required date

Capacitive planning

Note
The system sets the Capacitive? indicator if capacitive planning is to be used for the operation in accordance with the Customizing settings. If a fixed date is set, the system excludes capacitive planning from the outset. SLA dates The SLA dates are taken from the header notification of the order (planned start and end date). To ensure that the system uses the correct header task, the task code for the task relevant to SAP Multiresource Scheduling is defined in Customizing under Basic Settings Assign Objects . Status Partner

Note
Exactly which information is displayed to the resource planner in the Scheduler Workplace depends on the worklist profile configured in the Customizing settings. 4. As the resource planner, you create one or more assignments for the demand. If backward integration is activated, the system can update the following data in the order or order operation: Status (for example, order contains assignments, assignment is capacitive) if a corresponding ERP status is assigned For more information, see Backward Integrating SAP Multiresource Scheduling Data to PM/CS.

Work center of the employee or original work center for the resource planning node if an assignment has been deleted Work Header notification if an item task for assignments is defined for the affected notification type

Note
For each assignment that belongs to the demand of an order, the system creates an item with an item task in the relevant header notification, or deletes it if assignments have been deleted. The item number is determined using a Business Add-In (BAdI: Tasks for Notification/MRSS/RAC_NOTIF). If this BAdI has not been implemented, the system uses the operation task that belongs to the assignment as the default value. The task in which the assignment is written depends on your Customizing settings. The planned start and end dates of the task are determined using the corresponding assignment information (date and time). Site Supervisor indicator on the Enhancements tab page if this has been set for the demand. The field name is determined with the BAdI Determination of Technical Field Names(/MRSS/RSG_TECH_FIELD_DET). Changed dates and work These changes cause the order to be rescheduled.

Other Cases
Automatic Assignment Creation For more information, see Automatic Assignment Creation. 1:1 Relationship Between Assignment and Demand You can activate the following system behavior in Customizing for SAP Multiresource Scheduling by choosing Sources of Demand Activate 1:1 Relationship of Assignments and Demands for Order Types : If assignments are created for several resources, for example, the system automatically creates new demands for these assignments to ensure a 1:1 relationship between demand and assignment. It also deletes demands if assignments are deleted. If a demand is created automatically, the system creates the corresponding operation in the service order as part of backwards integration. If a demand is deleted automatically, the system deletes the corresponding operation in the service order. The system does not delete the operation if it is already confirmed or if the operation status prevents the deletion action. Assignment Transfer from Existing Demand With cross-functional resource processing, it may be necessary to transfer assignments from existing demands. Using the BAdI Control of Cross-Functional Resource Processing (/MRSS/INTER_COMPANY), the system decides whether cross-functional resource processing is required. If so, it takes the following steps: 1. It determines an original operation based on the operation information. 2. It assigns the assignments of the original demand to the new demand. 3. It closes the original demand. This function is executed only when a demand is created for the corresponding operation for the first time.