MRS Functions and Features.pdf

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IntroductionProcess Overview

Business RequirementsFunctional Overview

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� SAP AG 2006, Multi Resource Scheduling – Functions and Features / 3

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� Get an overview of your current service 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

� 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

IntroductionProcess Overview

Business RequirementsFunctional Overview


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Request service / Work identification

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Accept and execute assignment

Create assignments and resolve conflicts

Create order and make an appointment

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Monitor execution


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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 availabilityetc.)

The Service Advisor creates an order and communicates a date to the customer after checking the workload on grouplevel.

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

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The Service Scheduler monitors the execution of theassignments in the Scheduler Workplace55


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OrderAssignment of group (work center)Rough schedulingPlanned durationsRequired qualificationsRequired tools

DispatchingAssignment of technician/teamFine schedulingAssignment of tool resourcesExecution monitoring

IntroductionProcess OverviewBusiness RequirementsFunctional Overview


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� Comprehensible visualization of the planning solution

� Simultaneous planning of different resource types� Human Resources

� Tools

� Demands can have relationships and demands can extend over several work centers or crews

� Predominantly manual creation of assignments. Scheduler is supported by Alert Monitor. Algorithm for automatic scheduling.

� Map&Guide Integration

� Execution monitoring (clocking data integration)

IntroductionProcess OverviewBusiness RequirementsFunctional Overview

Technical Details


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Capacity Management� Work load on group level

� Planned and unplanned orders� Employee availability (Planned working time, absences, attendances)

Graphical Planning Board� Assignment of Orders resp. Order operations to individual employees or tools

� Increase of transparency

� Cross-organizational planning possible

GIS Integration� Display of map

� Search for nearest technician

Integration with mobile devices� Information of technicians about assignments

� Status tracking of assignments


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The utilization on work center level can be monitored. Utilization is dynamically calculatedfrom orders, assignments and actual resource availability.


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� Resource Availability

� Assignment Processing

� Employee Qualifications (Ranking)

� Planning of Tool Resources resp. PRTs

� Undo/Redo functionality

� Alert Monitor

� Teams (capacitive planning)

� Links between Human Resources and Tool Resources

� Automatic Split of Assignments according to rules


� Pager/Email/SMS/CTI Integration

� Algorithm for automatic scheduling

� Clocking Data Integration


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� Work list, resources with assignments, and alerts are displayed on one screen

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� Different customizable Locking Mechanisms allow multiple users to work on the same resources and demands

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� Availability of needed tools is directly visible in Schedulers Workplace

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� Clocking Data are directly compared to planning situations


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Existing HR employees

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Detailed availability data from the employee HR calendar can be displayed in Scheduler’s Workplace

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Existing HR employee qualifications

Basic availability data (work schedule) can be created for the employee

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(available beginning with SAP R/3 4.7)

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

Employee qualifications and qualification catalogs can be maintained


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� Describe the skills and licenses a person has

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� Are linked to the operation or suboperation via a requirements profile

� Indicate that an operation requires a particular qualification and detail necessary properties, such as proficiency

� Can be fulfilled by human resources that have specific qualifications

+,�� The 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).


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� A ranked list of suitable employees is displayed for an operation, based on the service qualifications and availability for the time period specified.


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� Messages that display violation of planningconstraints

� Examples:� Resource overload� Violation of relationships between operations� Tool availability� Late start, Late end

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� Confirmation of Alerts � Alert is not displayedanymore

� Easy navigation from Alert to Cause of Alert

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� Alert Types can be switched on and off depending on organizational unit

� New Alerts can be added without modifications


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� Assignment to organizational unit via responsible work center

In the order normally not the equipment is specified but the toolmaterial

+,�� Tool material: Seal KitIndividual Objects: Seal Kit 01, Seal Kit 02, ….

In the Schedulers Workplace automatically the Tool Resources areselected that are needed for the demands in the worklist

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� In the Schedulers Workplace a link between an Employee and a Tool Resource can be created for a certain time period indicating that the toolis only available for the employee

� Assignments are automatically created for the tool


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�Scheduler can be assigned to one or moreservice groups

�Authorization on level of organizational unit

�Possibility to add resources from otherorganizational units to the Planning Board

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�Cross-organizational teams possible

�Capacitive planning possible


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Ranking with Distance/Duration:

Display of map:

* Available beginning withSAP R/3 4.7


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Algorithm for automatic Scheduling

Pager/Email/SMS: (available beginning with SAP R/3 4.7)

CTI Integration: � Possibility to call Sold-To via right mouse click


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� Display of clocking data on the Planning Board

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Delivery of ��!�� !�� so that only little customizingis required to get the system running

If required ��!��-�� is possible

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� 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


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Multi Resource Scheduling� Manual Creation of assignments for PM/CS orders

� Algorithm for automatic scheduling

� Alert Monitor

� Planning of tool resources

� Teams

� Clocking Data Integration



Obrigado…Jonas GuerraJonas Guerra

[email protected]@[email protected]


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MRS Functions and Features.pdf