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Overview of SAP Multi Resource Scheduling add-on
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© SAP 2009 / Page 1
SAP Multiresource SchedulingFriday Forum PDEF99
Deepak M, SAP Custom DevelopmentJuly, 2011
Content
1. Introduction 09:30 – 10:002. Process Overview 10:00 – 10:453. Functional Overview I 10:45 – 12:15
4.1. Overview and Architecture4.2. Scheduler Workplace4.3. Automatic Planning and Optimization4.4. Scheduling on Work Center Level
4. Lunch Break 12:15 – 13:155. Functional Overview II 13:15 – 14:45
5.1 Project Staffing and Web User Interfaces5.2. Skill Management and HR Integration5.3. New Functionalities with MRS 700
6. Master Data 14:45 – 15:157. Customizing 15:15 – 16:00
Our Solution for Resource Management: SAP Multiresource Scheduling
Increase resource utilization
Increase transparency of resource utilization across organizational units
Optimization of resource assignment according to e.g. travel times, priorities and qualifications
More efficient resource request handling
Increased customer satisfaction
Integration with different demand objects (e.g. SAP ERP Customer Service, SAP ERP Project System, Collaboration Projects)
Tight Integration with SAP HR
Powerful Web User Interfaces
MRS runs fully integrated as “Add-On” to the SAP ERP system
High scalability through SAP NetWeaver technology
High configurability and flexible towards customer enhancements
Key Benefits of SAP MRSResource Management Key Objectives
SAP Multiresource Scheduling (MRS) is a solution for Resource Management for service, plant maintenance and project businesses.
SAP Multiresource Scheduling (MRS)SAP Multiresource Scheduling (MRS)
Application Scenarios for SAP Multiresource Scheduling
Field ServiceIntegration with SAP CRM Service or SAP ERP Customer Service (CS)Scheduling of Human Resources and ToolsOptimization of schedule according to e.g. travel times and SLA dates
Plant MaintenanceIntegration with SAP ERP Plant Maintenance (EAM) and/or SAP ERP Project System (PS)Scheduling on work center level and/or human resource level
Project StaffingIntegration with SAP ERP Project System (PS) or Collaboration Projects (cProjects)Web based User Interfaces
Workshop PlanningIntegration with SAP ERP Plant Maintenance / Customer Service (PM/CS)
MRS supports different scenarios. These can be used in parallel.
Multi Resource Scheduling at a Glance for Field Service Scheduling
Get an overview of your current planning status; including scheduled requests, resource utilization and open work lists
Use a graphical planning board, supported by an alert monitor, to interactively dispatch open service requests to your available resources
Use an optimization engine to automatically create an optimized schedule
Take advantage of analytics to Determine your overall request statusUnderstand your resource utilization
Support your field service efficiency: Reduce commute times by integrating Geographical Information Systems (GIS)Make use of mobile connectivity to update the requests for your field service personnel
Content
1. Introduction 09:30 – 10:002. Process Overview 10:00 – 10:453. Functional Overview I 10:45 – 12:15
4.1. Overview and Architecture4.2. Scheduler Workplace4.3. Automatic Planning and Optimization4.4. Scheduling on Work Center Level
4. Lunch Break 12:15 – 13:155. Functional Overview II 13:15 – 14:45
5.1 Project Staffing and Web User Interfaces5.2. Skill Management and HR Integration5.3. New Functionalities with MRS 700
6. Master Data 14:45 – 15:157. Customizing 15:15 – 16:00
Process OverviewField Service / Workshop Planning
Request service / Work identification
4
2
3
1
Accept and execute assignment
Create assignments and resolve conflicts
Create order and make an appointment
Resource Planning within Order Management
5
Monitor execution
Business ScenarioField Services / Workshop Planning
Plant Maintenance: A work is identified.Customer Service: The Customer calls the service organization to request a service.
The Scheduler creates assignments for Human Resources and Tool Resources in the Scheduler Workplace by taking all business constraints into account (availability, qualifications, customer, relationship between tasks, spare part availability etc.)
The Service Advisor creates an order and communicates a date to the customer after checking the workload on group level.
Field Service: The Service Representative accepts the new assignment on his laptop and performs the assignment at the customer site.Workshop: The Workshop Employee performs the assignment
33
44
22
11
Business ScenarioField Services / Workshop Planning
The Service Scheduler monitors the execution of the assignments in the Scheduler Workplace55
Order and Dispatching
OrderAssignment of group (work center)Rough schedulingPlanned durationsRequired qualificationsRequired tools
DispatchingAssignment of technician/teamFine schedulingAssignment of tool resourcesExecution monitoring
Process Overview: Project planning
Create network activity or cProjects role and define
required qualifications
4
2
31
Accept and execute assignment
Offer resources
Search for employees
Resource Planning within Project
Planning
6
Monitor executionAccept or declineresource offers
5
Roles
EmployeeMaintains his qualification profile
Requester (only project planning)Creates a resource demand
Contact Person (only project planning)Performs employee search Transfer demands to resource planners
Resource PlannerAssigns resources to demandsResolves conflicts
Main Business Requirements
Comprehensible visualization of the planning situation
Optimization of travel times and SLA fulfillment
Simultaneous planning of different resource typesHuman ResourcesTools
Unified planning of short and long term businessCustomer ServiceProjects
Support for cross-organizational planning
More efficient resource usage by detailed qualification and availability matching
Demands can have relationships and demands can extend over several work centers or crews
Execution monitoring (clocking data integration)
Dispatching Scenarios with MRS
Manual PlanningThe resource planner manually creates assignments (e.g. via Drag&Drop) in the MRS Graphical Planning BoardSupported by Alert MonitorSelected important features
Qualification MatchingSimultaneous Planning of tool resourcesVisualization of travel times Display of clocking data (actual data)Capacitive Planning Teams
Resource Selection Identical to “Manual Planning” but resource planner can select resources based on different criteria (partner roles, resource planning node, qualification)
Automatic PlanningSeveral functions support the resource planner
Automatic scheduling based on availability and qualification in addition partner role)Utilization based automatic schedulingIntelligent Shifting
OptimizationAn optimization engine proposes an optimized schedule (travel times, SLA dates etc.)
Low Volume
High Volume
Content
1. Introduction 09:30 – 10:002. Process Overview 10:00 – 10:453. Functional Overview I 10:45 – 12:15
4.1. Overview and Architecture4.2. Scheduler Workplace4.3. Automatic Planning and Optimization4.4. Scheduling on Work Center Level
4. Lunch Break 12:15 – 13:155. Functional Overview II 13:15 – 14:45
5.1 Project Staffing and Web User Interfaces5.2. Skill Management and HR Integration5.3. New Functionalities with MRS 700
6. Master Data 14:45 – 15:157. Customizing 15:15 – 16:00
MRS Scenario Overview
Planning and Scheduling
Demands
ERP Plant Maintenance/Service Order
Project SystemNetwork
cProjects Request WebUItechnically based on PS
Capacity Management
Graphical Planning Board(SAP GUI based)
Employee View(Web UI based)
Manager View(Web UI based)
CRM ServiceOrder
General MRS Architecture
*MRS can be installed on ERP, CRM or on a NetWeaver system (see “Technical Details”)**For ERP PM/CS and CRM Service a multi-backend scenario is supported (see “Technical Details”) ***HR can be in a separate ERP system
SAP Application (e.g. ERP)*
MRS
Resources
HR Persons*** EquipmentsBusiness
Partner
MRSQualifications
Assignments
VSR Optimizer“Vehicle Scheduling and Routing”
(Engine for optimization of technician’s schedules)
GIS SystemGeographical Information System
Demands
HRQualifications*
AvailabilityQualifications
SAP
ERP Project System
Collaboration Projects
CRM Service**
ERP Plant Maintenance
/Customer Service**
Key Functions
Skill ManagementIntegration with SAP HREnhanced MRS qualifications
Integration with HR Time ManagementBi-directional interface with SAP HR (absences, attendances, substitutions)
Capacity ManagementScheduling and Dispatching on work center levelWork load at group level
Planned and unplanned ordersEmployee availability (Planned working time, absences, attendances)
Graphical Planning BoardPowerful SAP GUI based Planning BoardLean Web UI based Planning Board
Optimizer Optimizer engine creates daily schedule based on “cost” parameters
Integration with Geographical Information System (GIS)Visualization of travel timeDisplay of map Search for nearest technician
Integration with mobile devicesInformation of technicians about assignmentsStatus tracking of assignments
Content
1. Introduction 09:30 – 10:002. Process Overview 10:00 – 10:453. Functional Overview I 10:45 – 12:15
4.1. Overview and Architecture4.2. Scheduler Workplace4.3. Automatic Planning and Optimization4.4. Scheduling on Work Center Level
4. Lunch Break 12:15 – 13:155. Functional Overview II 13:15 – 14:45
5.1 Project Staffing and Web User Interfaces5.2. Skill Management and HR Integration5.3. New Functionalities with MRS 700
6. Master Data 14:45 – 15:157. Customizing 15:15 – 16:00
Workload on Group Level
The utilization on group level can be monitored. Utilization is dynamically calculated from orders, assignments and actual resource availability.
Scheduler Workplace
Scheduler Workplace – Features 1/2
Resource AvailabilityBi-directional integration with SAP HCMTime allocations (Illness, Work without order, etc.)Flexible working times
Assignment ProcessingConcrete, capacitive and stretched assignmentsVisualization of travel timeAutomatic Split of Assignments according to rules
Employee Qualifications (Ranking)
Planning of Tool Resources resp. PRTsLinks between Human Resources and Tool Resources
Undo/Redo functionality
Alert Monitor
Teams
Map&Guide Integration
Pager/Email/SMS/CTI Integration
Algorithm for automatic scheduling
Clocking Data Integration
Scheduler Workplace – Features 2/2
Decoupling from HR organizational model possible
On call handling
Demand Split functionality
1:1 relationship between assignment and PM/CS order operation possible
Including automatic generation of PM/CS order operations
Creation of periodical time allocations
Creation of periodic assignments for PS networks
Change documents
Visualization of the Planning SituationWork list, resources with assignments, and alerts are displayed on one screen
Optimization of the Planning SituationAn optimizer allows the optimization of the planning situation
Full Integration in ERP systemMRS runs fully integrated in the ERP systemFull bi-directional integration with SAP HCM to avoid duplicate maintenance of data within the company
Unified Planning of Customer Service Orders and Project System NetworksDemand coming from different sources can be planned in MRS
Consistency of Data for Multiple UsersDifferent customizable Locking Mechanisms allow multiple users to work on the same resources and demands
Simultaneous Planning of Human Resources and ToolsAvailability of needed tools is directly visible in Scheduler Workplace
Tight Integration with Execution MonitoringClocking Data are directly compared to planning situations
Scheduler Workplace - Benefits
Qualifications
Employee QualificationsDescribe the skills and licenses a person has
Qualification RequirementsAre linked to the operation or sub operation via a requirements profileIndicate that an operation requires a particular qualification and detail necessary properties, such as proficiencyCan be fulfilled by employees who have specific qualifications
ExampleThe operation “Domestic Rewiring” has the qualification requirement “NICEIC Certified”, meaning that it must be performed by a field service employee who is an electrician approved by the NICEIC (National Inspection Council for Electrical Installation Council).
Ranking List
Ranking ListA ranked list of suitable employees for an operation can be displayed. The ranking is based on the service qualifications and availability for the time period specified.
Alert Monitor
Alert MonitorMessages that display violation of planning constraintsExamples:
Resource overloadViolation of relationships between operationsTool availabilityViolation of SLA DatesLate start, Late end
FunctionalityConfirmation of Alerts Alert is not displayed anymoreEasy navigation from Alert to Cause of Alert
ConfigurabilityAlert Types can be switched on and off depending on organizational unitNew Alerts can be added without modifications
Tools
Tool Resources are EquipmentsAssignment to organizational unit via responsible work centerIn the order normally not the equipment is specified but the tool material
In the Scheduler Workplace the tool resources that are needed for the demands in the worklist are selected automatically.
Creation of tool demands in MRS planning boardA tool demand can be defined in the PM/CS order as PRT item It is also possible to create the tool demand in the MRS planning board (including creation of the PRT item in the order)
Link between Tool and EmployeeIn the Scheduler Workplace a link between an Employee and a Tool Resource can be created for a certain time period indicating that the tool is only available for the employeeAssignments are automatically created for the tool
Example Tool material: Seal KitIndividual Objects: Seal Kit 01, Seal Kit 02, ….
Teams
Long living teams are organizational units in the SAP organizational model
Scheduler can be assigned to one or more service groupsAuthorization on level of organizational unitPossibility to add resources from other organizational units to the Planning Board
Short living teams can be defined ad hoc by the Scheduler in Scheduler Workplace
Cross-organizational teams possibleCapacitive planning possible
Map & Guide Integration
Ranking withDistance/Duration:
Display of map:
Pager/Email/SMS/CTI Integration
Pager/Email/SMS (available beginning with SAP R/3 4.7):
CTI Integration:Possibility to call Sold-To via right mouse click
Clocking Data Integration
Interface to an external clocking systemDisplay of clocking data on the Planning Board
Demand View
Configurability of Scheduler Workplace
Delivery of Preconfigured Profiles so that only little customizing is required to get the system running.
If required High Configurability is possible.
Examples:
Alerts: Switch off certain alert types, define new alert checks, change existing alert checks, change parameters of alert checks
Worklist: Remove and add fields to the worklist
Change parameters: time granularity, assignment splits etc.
Locking mechanism
Content
1. Introduction 09:30 – 10:002. Process Overview 10:00 – 10:453. Functional Overview I 10:45 – 12:15
4.1. Overview and Architecture4.2. Scheduler Workplace4.3. Automatic Planning and Optimization4.4. Scheduling on Work Center Level
4. Lunch Break 12:15 – 13:155. Functional Overview II 13:15 – 14:45
5.1 Project Staffing and Web User Interfaces5.2. Skill Management and HR Integration5.3. New Functionalities with MRS 700
6. Master Data 14:45 – 15:157. Customizing 15:15 – 16:00
Initial Planning of Daily Schedule
Resource planner creates an optimized daily schedule at beginning of work day or previous day All orders will be considered and will be plannedOptimized schedules will be created
Planning of Emergency Orders
An emergency order urgently needs to be scheduledThe optimizer assigns this order to the technician in order to minimize the total “cost”A new daily schedule will be created (potentially also with influence on other technicians)
Optimization of Existing Schedules
There are already daily schedules (e.g. manually created)The optimizer creates new schedulesThe total “cost” will be reduced
Application Use Cases for MRS Optimizer
Optimization Strategies
Minimize travel times
Maximize utilization
Adherence ofSLAs
? Reduction ofover time
Relevant Data for Optimizer
Availability including breaksStart location (home address)Qualifications
Location (e.g. customer address, address of technical object)Time Window (can also manually be fixed in MRS)SLAsPlanned durationRequired qualificationsRelationships between orders/operationsPreferred technicianManually fixed technician
Technician Orders
Example: Optimizer Results
Example: Display of Map
Automatic Planning with MRS
Automatic PlanningScenario: One order operation is automatically planned (all the existing assignments are not changed)In the background when order is saved OR manually in Planning BoardControl parameters
Availability of resourcesQualification matchPartner roles
Utilization Based Automatic PlanningScenario: The resource planner selects in the Planning Board a list of operations and a list of resources. A utilization threshold for the resources is specified. Then the system automatically plans order by order (based on the manual sorting) taking into account the utilization thresholdFor each automatic planning step the algorithm from 1. is used
Intelligent ShiftingScenario: The resource planner has done a detailed sequencing of tasks for a resource for a longer time period. Now, an emergency order comes in. The intelligent shifting algorithm shifts the existing assignments to the futureLogic:
Fixed appointments are not shifted (based on BAdI /MRSS/SGE_ASS_SHF)Assignments can be shortened based on a scaling factor (from Planning Board profile)
Executed via context menu on assignment
Content
1. Introduction 09:30 – 10:002. Process Overview 10:00 – 10:453. Functional Overview I 10:45 – 12:15
4.1. Overview and Architecture4.2. Scheduler Workplace4.3. Automatic Planning and Optimization4.4. Scheduling on Work Center Level
4. Lunch Break 12:15 – 13:155. Functional Overview II 13:15 – 14:45
5.1 Project Staffing and Web User Interfaces5.2. Skill Management and HR Integration5.3. New Functionalities with MRS 700
6. Master Data 14:45 – 15:157. Customizing 15:15 – 16:00
Process OverviewScheduling on work center level with MRS
ERP Plant Maintenance (EAM)
Maintenance planNotificationsOrder
ERP Project System (PS)Project DefinitionProject StructureNetwork
Identificationof demand
optional
Multi Resource Scheduling (MRS)
Intuitive to use graphical planning boardCapacity overview of work centersEmployee availability
1 2 3 4 5
Scheduling on work center
level
Create Order / Network
Order confirmation
and completion
Scheduling of human resources
and tools
Scheduling on Work Center LevelFunctional Overview
Work CenterCapacity
Alert Monitor
Demand Gantt
Work CenterGantt
Functions in Demand Gantt Chart
Flexible selection of relevant orders and networks in entry screenE.g. usage of Order List (IW38)
Simultaneous planning of PM/CS orders and PS networks
Display of relationships between order operations (also across orders)
Graphical shifting of operation dates via Drag&Drop
Re-Scheduling of ordersSimulation possible (only after pressing “Save” the data is written to the data base)
Undo / Redo function
Dispatching of orders to Work Center Gantt chart
Work Center SchedulingDetails about Work Center Dispatching
In the work center view a possibility is provided to drill down from work center level to resource level. For this purpose the resources of the work centers can be displayed with their assignments and availabilities.
Via drag and drop the operations can be planned from work center level to resource level
Work Center SchedulingDetails about absolute Capacity Utilization
Content
1. Introduction 09:30 – 10:002. Process Overview 10:00 – 10:453. Functional Overview I 10:45 – 12:15
4.1. Overview and Architecture4.2. Scheduler Workplace4.3. Automatic Planning and Optimization4.4. Scheduling on Work Center Level
4. Lunch Break 12:15 – 13:155. Functional Overview II 13:15 – 14:45
5.1 Project Staffing and Web User Interfaces5.2. Skill Management and HR Integration5.3. New Functionalities with MRS 700
6. Master Data 14:45 – 15:157. Customizing 15:15 – 16:00
Content
1. Introduction 09:30 – 10:002. Process Overview 10:00 – 10:453. Functional Overview I 10:45 – 12:15
4.1. Overview and Architecture4.2. Scheduler Workplace4.3. Automatic Planning and Optimization4.4. Scheduling on Work Center Level
4. Lunch Break 12:15 – 13:155. Functional Overview II 13:15 – 14:45
5.1 Project Staffing and Web User Interfaces5.2. Skill Management and HR Integration5.3. New Functionalities with MRS 700
6. Master Data 14:45 – 15:157. Customizing 15:15 – 16:00
ERP Project System Integration
Process steps in network activityRequester defines resource demand in R/3 network activity
Dates, DurationRequirement profile
Contact person searches for suitable employeesEmployee search (anonymous)Transfer of demands to resource planners
Acceptance/Declination of resource offersProcessing of remaining demand
Process variantsContact person
With or without manual resource confirmationResource planner
Functions in MRSDistinguish soft booking and hard bookingMove demand to different resource plannerSplit demand
PS Integration –Demand Creation for Resource Planning Nodes
Lean Web User Interface
Via a lean web based user interface the resource planner gets an overview about the resources and the demands
Supported functionality:Assignment processingEmployee searchDemand split
Web based Resource Management
MRS includes Web based user interfaces for Resource Management. These user interfaces support the following functionality:
Resource request creationOn the webVia Offline PDF formRouting
Resource request fulfillmentValidationResource SearchCross Organizational Staffing
Assignment of resources to requestsResource Manager ViewEmployee View
Refinement of assignments
refineassignment
bookresource
acceptor
rejectproposal
screenproposal
proposeresource
search for
candidates
validateand
broadcastrequest
Create and change request
Example for usage of Web based Resource Management at SAP Field Services
Resource Management Workflow and Roles
1
23
4
5
67
8
Web based Resource ManagementRequest Creation
Possible to define a request via the Web UI or the Adobe offline form*
It is possible to route a request to the right “organizational unit” responsible for staffing based on the request information such as:
Request typeCustomerRequesting CountryResponsible RM organization, etc
The process of identifying the right “organizational unit” responsible for staffing is called “Routing”
Requester only enters the information he/she has access to and the system automatically passes to the relevant resource manager, and helps simplify the requester’s process step.
*: For offline form, an email ID must be configured in the system and Adobe Document Services must be enabled
Web based Resource ManagementOff-Line Request
Web based Resource ManagementCreate Request: Header and Role Information
Web based Resource ManagementCandidates
Web based Resource ManagementOverview Page for Resource Manager
Web based Resource ManagementBroadcasting of Resource Requests
Web based Resource ManagementResource Manager View
Web based Resource ManagementEmployee View
Content
1. Introduction 09:30 – 10:002. Process Overview 10:00 – 10:453. Functional Overview I 10:45 – 12:15
4.1. Overview and Architecture4.2. Scheduler Workplace4.3. Automatic Planning and Optimization4.4. Scheduling on Work Center Level
4. Lunch Break 12:15 – 13:155. Functional Overview II 13:15 – 14:45
5.1 Project Staffing and Web User Interfaces5.2. Skill Management and HR Integration5.3. New Functionalities with MRS 700
6. Master Data 14:45 – 15:157. Customizing 15:15 – 16:00
Integration intoSAP HCM
No integration intoSAP HCM*
EmployeeMasterData
Existing HR employees Employees are created as Business Partners in the role “Employee”
Employee Availability
Data
Detailed availability data from the employee HR calendar can be displayed in Scheduler’s Workplace
Basic availability data (work schedule) can be created for the employee
Employee Qualification
Data
Existing HR employee qualifications or MRS qualifications
Employee qualifications and qualification catalogs can be maintained
The Multi Resource Scheduling scenario can be performed with or without integration into SAP HCM:
Integration with SAP HCM
*When working with Business Partners certain functions are not supported. See the documentation for further details.
MRS Qualification Object
With MRS the Standard HR Qualifications can be used. Alternatively a new MRS qualification object can be used.
This qualification object offers the following main advantages:Possibility to define two-dimensional qualification matricesPossibility to define “unstructured” qualifications (free text)Much more detailed qualification matching algorithm (e.g. TREX search for unstructured qualifications and attachments)
It is possible to transfer the Standard HR qualifications into the MRS qualifications (Qualification Catalogues, Employee Profiles).
Master Data for MRS qualification object:Qualification CataloguesQualification MatricesEmployee Profile
WebUI availableMultiple approval workflows available
Requirement ProfileCan be attached to material master, equipment and order operation
FunctionsEmployee Search (from the MRS planning board and as stand-alone transaction)Demand Search (from the MRS planning board and as stand-alone transaction)
Employee Profile
Integration with HCM Time Management
SAP HCM MRS
Planned Working Time(IT 0007)
Absences(IT 2001)
Attendances(IT 2002)
Substitutions(IT 2003)
Time Allocations
Creation
Customizing dependenton personnel area and sub area
Content
1. Introduction 09:30 – 10:002. Process Overview 10:00 – 10:453. Functional Overview I 10:45 – 12:15
4.1. Overview and Architecture4.2. Scheduler Workplace4.3. Automatic Planning and Optimization4.4. Scheduling on Work Center Level
4. Lunch Break 12:15 – 13:155. Functional Overview II 13:15 – 14:45
5.1 Project Staffing and Web User Interfaces5.2. Skill Management and HR Integration5.3. New Functionalities with MRS 700
6. Master Data 14:45 – 15:157. Customizing 15:15 – 16:00
Overview
Major changes with release SAP Multiresource Scheduling 7.0SAP MRS 7.0 is an SAP Standard Product which is available on the SAP Master Price ListIntegration with CRM Service OrderAdditional deployment options
Besides an installation on ERP 6.0 also an installation on NetWeaver (from release 7.0) as well as on CRM (from release 6.0) is possible
Multi-backend support for orders from Plant Maintenance/Customer ServiceOrders from multiple systems can be planned together in MRS
Optimizer enhancementsAdditional functional enhancements
Integration with CRM Service Order 1/2
CRM Service Order
Assignment Details
The CRM Integration provides the possibility to use CRM Service Order Items as demands in MRSdisplay assignments in the CRM Service Order do a combined planning of CRM Service Orders, ERP Plant Maintenance / Customer
Service orders, ERP Project System networks and cProject roles dependent on the deployment scenario
Scenario 1: The CRM system is connected to an ERP system in which MRS is installed. Simultaneously demands from ERP PS and PM/CS can be planned. Scenario 2: MRS is installed on the CRM system.Scenario 3: The CRM system is connected to a NetWeaver system in which the MRS NetWeaver Add-On is installed.
Integration with CRM Service Order 2/2Deployment Options
CRM System
ERP System
CRM SystemMRS ERP
AddOn
MRS NW AddOn
MRS NW AddOn
Scenario 1 Scenario 2
NW System
MRS NW AddOn
Scenario 3
CRM System
© SAP 2009 / Page 71
System Demo: CRM Order
© SAP 2009 / Page 72
System Demo: CRM Order
© SAP 2009 / Page 73
System Demo: CRM Order
Deployment Option
MRS Net Weaver Add-On
The MRS Net Weaver Add-On is installable on a SAP NetWeaver System. This Add-On includes all basic MRS functionalities.
It can be installed on a:CRM System
NetWeaver System
ERP System
MRS ERP Add-On
The MRS ERP Add-On can be installed on top of an MRS NetWeaver Add-On into an ERP system. It includes the integration into
HCM
ERP Plant Maintenance
ERP Customer Service
ERP Project System
The SAP Multiresource Scheduling 7.0 Solution consists out of 2 Add-Ons
Multi Backend Integration
CRM SystemERP System
MRS ERP Add-On
MRS NW Add-On
MRS NW Add-On
The Multi Backend Integration provides the possibility to connect PM/CS Orders from different systems and clients into one central planning instance.*
NW System
MRS NW Add-On
ERP Systems
PM/CS
MRS NW Add-On
MRS ERP Add-On
ERP Systems
PM/CS
MRS NW Add-On
MRS ERP Add-On
ERP Systems
PM/CS
MRS NW Add-On
MRS ERP Add-On
*See documentation for further details.
Additional Functional Enhancements
Optimizer enhancements Batch jobAdditional logsDisplay of address information
Enhancements of Demand Gantt chart (e.g. used for work center scheduling)Demand Scheduling possible in all transactionsNavigation to bar in Gantt chart
Additional enhancementsDaily planning view: Individual working times are not displayedConsider sequence number when user status are set from MRSNew resource type for third party resourcesTeam creation dialogue outside of the MRS Planning BoardHR qualifications in cProjects
Content
1. Introduction 09:30 – 10:002. Process Overview 10:00 – 10:453. Functional Overview I 10:45 – 12:15
4.1. Overview and Architecture4.2. Scheduler Workplace4.3. Automatic Planning and Optimization4.4. Scheduling on Work Center Level
4. Lunch Break 12:15 – 13:155. Functional Overview II 13:15 – 14:45
5.1 Project Staffing and Web User Interfaces5.2. Skill Management and HR Integration5.3. New Functionalities with MRS 700
6. Master Data 14:45 – 15:157. Customizing 15:15 – 16:00
Overview: Master Data
Human ResourcesAvailabilityQualifications
Tool ResourcesMaterialEquipment
Resource Planning StructureTechnician work center (optional)Work center for resource planning nodeAssignment of resource plannerAssignment of contact person
Qualification requirement profileMaterialEquipment
Human Resources
There are 2 possibilities to represent human resourcesHR persons
Assignment to resource planning node via customizable evaluation path, e.g. MRS_O-PAvailability information from HR Data– Planned Working Time– Absences/Attendances/Substitutions– Transfer via /MRSS/HCM_RPTWFMIF
– Time Zone can be derived from customizing
Standard HR qualifications profiles or new MRS qualificationsBusiness Partner in role “Employee”
Assignment to organizational unit via customizable evaluation path, e.g. MRS_O-P Basic availability is created via transaction /MRSS/WFM_ADMINPossibility to maintain Standard qualification profiles for business partners via standard transaction PPPM
Via a customizing switch on client level it needs to be decided which of these alternatives is used
Remark: Many features will only work with HR persons
Human ResourcesTransfer of Standard HR Qualifications
Transfer of Qualification CataloguesReport /MRSS/SQL_CAT_MIGRATION
Transfer of Employee ProfilesReport /MRSS/SQL_QUAL_MIGRATION
Tool Resources
“Abstract” Tool is defined by Material Tool Resource is defined by Equipment
Organizational assignment of tool resource
Reference to “abstract” materialSpecify reference field with BAdI /MRSS/RSG_TECH_FIELD_DET
Resource Planning Structure
For modeling the resource planning structure the technical basis of the HR organizational management (hierarchy framework) is used
Delivery customizing for object type “O” (organizational unit)Usage of customer defined object types possible
For PM/CS the logistical work center need to be linked with the resource planning nodes
Work center PNT_SHP/MIT0
Work center ELEC_SHP/MIT0
Work center BODY_SHP/MIT0
Resource Planning Nodes and Work Centers
In Resource Planning Scenario:Capacity data of work center is only used for scheduling inside the PM/CS orderCapacity within the MRS solution is calculated by dynamically adding up the availability of the assigned resources
In Work Center Scheduling Scenario:Capacity data is transferred to MRS planning node with report /MRSS/SGE_PN_MNTCapacity is displayed in MRS capacity view
Resource Planning StructureAssignment of Resource Planner and Contact Person
Technician Work Center
For PM/CS each technician can (optionally) also represented by a work centerTechnician Work center and HR person need to be linked via an HR evaluation path
e.g. LA -> A -> PDelivery Customizing: MRS_LA-P
MRS Planning always on level of HR personLogistical work center only used for back integration
Content
1. Introduction 09:30 – 10:002. Process Overview 10:00 – 10:453. Functional Overview I 10:45 – 12:15
4.1. Overview and Architecture4.2. Scheduler Workplace4.3. Automatic Planning and Optimization4.4. Scheduling on Work Center Level
4. Lunch Break 12:15 – 13:155. Functional Overview II 13:15 – 14:45
5.1 Project Staffing and Web User Interfaces5.2. Skill Management and HR Integration5.3. New Functionalities with MRS 700
6. Master Data 14:45 – 15:157. Customizing 15:15 – 16:00
Important changes in MRS 610
WFM Core is not used anymore, Replaced by MRS BasisBTE is not used anymore for integration of PM/CS Orders
Integration done via small modificationsAssignment status with status object type “MAS” is not used anymoreNeeded modifications to be delivered via notes
One note for PS IntegrationOne note for PM/CS IntegrationOne note for new qualification object
Prerequisite for InstallationCustomer Includes CI_EQUI, CI_EQUI_U, CI_AUFK, CI_AFVU need to be present before Installation
Important changes in MRS 700
Integration of PM/CS Orders and PS Networks via BAdI EAM_MRS_ORDER_POSTIntegration of CRM Service Orders via BAdI CRM_SRV_SDLImportant Notes
1386114 - MRS 700: Installation Note1386115 - MRS NW 700: Installation note1380802 - MRS 700: Integrate MRS with PM/CS1380853 - MRS 700: Integrate MRS with PS1391065 - MRS cPro: Installing cPro with MRS700 Manual steps1380854 - MRS 700: Integrate MRS with CRM Service Orders1400459 - MRS 700: Installing MRS Optimizer780143 - MRS: Release strategy
Prerequisite for InstallationCustomer Includes CI_EQUI, CI_EQUI_U, CI_AUFK, CI_AFVU need to be present before Installation
MRS IMG
Transaction /n/MRSS/IMG
Important Customizing Steps to get the System running
Much of the delivery customizing comes in customizing tables with delivery class “C”These are imported in client “000” only This customizing needs to be copied to the client with the SAP Standard tools
MRS relevance for PM/CS ordersMRS relevance for PS networksDefine time allocation types (MRS Basis)
Assign time allocation types to resource typesMap HR Time Data to Time allocations (HR Integration)Assign work center types (Basic Settings)Map status to abstract status (only mandatory activity for PS integration)
Important Customizing Steps to get the System running: PM/CS Relevance
*The back integration of the technician work center will only take place if in addition the 1:1 relationship between operation and assignment is activated
Note: In the delivery customizing the back integration of the technician work center is activated*In this case a technician work center needs to be assigned to a technician when an assignment is createdMuch of the delivery customizing comes in customizing tables with delivery class “C”
Important Customizing Steps to get the System running: PS Relevance
Important Customizing Steps to get the System running: Define Time Allocation Types
Important Customizing Steps to get the System running: Map HR Time Data
Important Customizing Steps to get the System running: Assign work center types
Important Customizing Steps to get the System running: Map abstract Status
In MRS an “abstract status” is usedThe mapping to the status in the order and network is done via customizing
Basic Settings: Configure Basic Settings
Team assignmentsAssignments on team level or creation of assignments for all members
Team AvailabilityDisplay team as always available or available if all members are available
Authority check via cvaluation pathesInstead of using the authorization object /MRSS/PB1 the authorization for resource planning nodes is derived via evaluation pathes
Capacitive assignmentsControls if capacitive assignments are used
Negative capacitiesEnables negative capacities for resources when there are overlapping concrete assignments
Update Day Based Cap. GraphCapacity on Day base currently used by RM only
Resource classHR Resource or Business Partner
MRS qualificationsNew MRS qualification object or Standard HR qualifications
Basic Settings: Resource Planning Nodes and Evaluation Paths
This customizing is needed when new customer defined object types should be usedInstead of using the authorization object /MRSS/PB1 the authorization can also be derived from the resource planning structure
Collisions
Status Groups
Travel Times
Appendix
1. Technical Details2. Summary3. MRS Overview Slide
Additional Information
Technical InformationTechnical Information
Implementation on one of the following solutions: SAP ERP 6.0SAP CRM2007 or SAP CRM 7.0SAP NetWeaver 7.0Predecessor releases (based on R/3 4.6c, 4.7,
ERP2004) are also available
Language Availability:* English, German, Dutch, French, Hungarian, Italian, Portuguese, Spanish
Protection by the same array of support services as SAP offers to all standard solutions
Support OfferingSupport Offering
Benefit from our know how and best practices for lean and fast implementation
Implementation Know HowImplementation Know How* as of October 2009
Deployment Options 1/3
MRS Net Weaver Add-On
The MRS Net Weaver Add-On is installable on a SAP NetWeaverSystem. This Add-On includes all basic MRS functionalities.
It can be installed on a:CRM System
NetWeaver System
ERP System
MRS ERP Add-On
The MRS ERP Add-On can be installed on top of an MRS NetWeaver Add-On into an ERP system. It includes the integration into
HCM
ERP Plant Maintenance
ERP Customer Service
ERP Project System
The SAP Multiresource Scheduling 7.0 Solution consists out of 2 Add-Ons
Deployment Options 2/3CRM Integration
CRM System
ERP System
CRM SystemMRS ERP
AddOn
MRS NW AddOn
MRS NW AddOn
Scenario 1 Scenario 2
Scenario 1: The CRM system is connected to an ERP system in which MRS is installed. Simultaneously demands from ERP PS and PM/CS can be planned.
Scenario 2: MRS is installed on the CRM system.
Scenario 3: The CRM system is connected to a NetWeaver system in which the MRS NetWeaver Add-On is installed.
NW System
MRS NW AddOn
Scenario 3
CRM System
Deployment Options 3/3Multi Backend Integration
CRM SystemERP System
MRS ERP Add-On
MRS NW Add-On
MRS NW Add-On
The Multi Backend Integration provides the possibility to connect PM/CS Orders from different systems and clients into one central planning instance.*
NW System
MRS NW Add-On
ERP Systems
PM/CS
MRS NW Add-On
MRS ERP Add-On
ERP Systems
PM/CS
MRS NW Add-On
MRS ERP Add-On
ERP Systems
PM/CS
MRS NW Add-On
MRS ERP Add-On
*See documentation for further details.
Appendix
1. Technical Details2. Summary3. MRS Overview Slide
Value to You
CUSTOMER SATISFACTION
Improve your customer service level by having the right service at the right location at the right time
RESPONSIVENESS React to changing service demands by flexibly adjusting your service schedules
COST REDUCTION
Reduce the idle time of your service staff and tools by optimizing your resource utilization. Save additional cost by streamlining your dispatching processes.
TRANSPARENCYGet a comprehensive and up-to-date planning overview with an intuitive graphical scheduling tool
Resulting in HIGHER SCALABILITY of your service business with increased SERVICE LEVEL and
PROFITABILITY
Summary
MRS covers a broad range of resource planning scenarios:Long term / Short termWorkshop / Field ServiceHigh Volume / Low Volume
MRS runs fully integrated in the SAP SystemHR IntegrationPlant Maintenance/Customer Service IntegrationCRM Service IntegrationProject System IntegrationCollaboration Projects Integration
Multi Resource Scheduling (MRS) is a powerful and intuitively to use resource management tool
Appendix
1. Technical Details2. Summary3. MRS Overview Slide
SAP Multiresource Scheduling (MRS)OverviewScenarios Key Functions
Field Service
Plant Maintenance
Project Staffing
Workshop Planning
Optimization including integration with geographical information systems
Intuitive to use Graphical Planning BoardScheduling and Dispatching on work center levelPowerful Web User InterfacesScheduling of tool resourcesPlanning on team level
IntegrationSAP ERP Plant Maintenance / Customer
Service (PM/CS)
SAP ERP Project System (PS)
SAP CRM Service
Collaboration Projects
Solution StrengthsMRS runs fully integrated as “Add-On” to the SAP
ERP system leveraging the existing infrastructureStrong bi-directional integration with SAP HRFlexible resource planning scenarios from manual
planning up to automated and optimized planning High scalability through SAP NetWeaver technologyHigh configurability and flexible towards customer
enhancements
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