sap mrs overview

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

Process OverviewField Service / Workshop Planning

Request service / Work identification

Accept and execute assignment

Create assignments and resolve conflicts

Create order and make an appointment

Resource Planning within Order Management

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

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

Accept and execute assignment

Offer resources

Search for employees

Resource Planning within Project

Planning

Monitor executionAccept or declineresource offers

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

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)*

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

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

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

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

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, ….

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

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

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

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

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

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

Integration intoSAP HCM

No integration intoSAP HCM*

EmployeeMasterData

Existing HR employees Employees are created as Business Partners in the role “Employee”

Employee Availability

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

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

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

MRS NW AddOn

Scenario 1 Scenario 2

NW System

MRS NW AddOn

Scenario 3

CRM System

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

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

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

MRS NW Add-On

MRS ERP Add-On

ERP Systems

MRS NW Add-On

MRS ERP Add-On

ERP Systems

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

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

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

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

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

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

MRS NW Add-On

MRS ERP Add-On

ERP Systems

MRS NW Add-On

MRS ERP Add-On

ERP Systems

MRS NW Add-On

MRS ERP Add-On

*See documentation for further details.

Appendix

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

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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