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SAP AG Resource (PP-PI-MD)

Icons

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Example

Note

Recommendation

Syntax

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Contents

Resource (PP-PI-MD)..........................................................................................7 Resource ...................................................................................................................................... 10 Resource Category ..................................................................................................................... 13

Processing Unit ........................................................................................................................ 15 Labor Resources...................................................................................................................... 16 Storage Resources .................................................................................................................. 17

Resource Maintenance ............................................................................................................... 19 Maintaining Resources ............................................................................................................... 21 Copying Resources..................................................................................................................... 22 Processing Basic Data................................................................................................................ 23

Standard Values....................................................................................................................... 25 Creating Language-Dependent Descriptions........................................................................... 26 Maintaining User Statuses for Resources................................................................................ 27

Classification of the Resource................................................................................................... 28 Classifying a Resource ............................................................................................................ 29

Processing Default Values ......................................................................................................... 30 Capacity Data Maintenance........................................................................................................ 32 Scheduling Data Maintenance ................................................................................................... 34 Costing Data Maintenance ......................................................................................................... 35

Cost Allocation to Cost Centers ............................................................................................... 36 Resource Assignments to Cost Centers............................................................................. 38

Cost Allocation to Business Processes.................................................................................... 39 Resource Assignments to Business Processes ................................................................. 40

Assignments to Objects in the Personnel System (HR) .......................................................... 41 Resource Assignment to HR Objects ................................................................................. 43

Checking a Resource.................................................................................................................. 45 Renaming a Resource................................................................................................................. 46 Locking and Unlocking a Resource .......................................................................................... 47 Deleting Resources, Marking for Deletion................................................................................ 48 Displaying Administrative Data ................................................................................................. 49 Assigning a Resource to a Subsystem..................................................................................... 50 Resource Hierarchy .................................................................................................................... 51 Example: Resource Hierarchy ................................................................................................... 52 Creating a Resource Hierarchy.................................................................................................. 53

Creating Resource Hierarchies................................................................................................ 54 Assigning Resources in Hierarchy Maintenance ..................................................................... 55 Assigning Resources in Resource Maintenance ..................................................................... 56 Assigning Resources to Hierarchy Levels ............................................................................... 58

Displaying a Resource Hierarchy .............................................................................................. 59 Deleting Assignments to the Resource Hierarchy .................................................................. 61 Resource Networks..................................................................................................................... 62 Example: Resource Network...................................................................................................... 63 Creating a Resource Network .................................................................................................... 64

Creating a Resource Network.................................................................................................. 65

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Assigning Resources to a Resource Network.......................................................................... 66 Displaying a Resource Network ................................................................................................ 67 Deleting Assignments to a Resource Network ........................................................................ 68 Capacities..................................................................................................................................... 69 Capacity Categories.................................................................................................................... 71 Available Capacity....................................................................................................................... 73

Standard Available Capacity .................................................................................................... 75 Version of Available Capacity .................................................................................................. 76 Intervals of Available Capacity................................................................................................. 77 Shifts ........................................................................................................................................ 79 Shift Definition and Shift Sequence ......................................................................................... 80

Capacity Maintenance................................................................................................................. 81 Creating Capacities..................................................................................................................... 83 Creating a Capacity by Copying ................................................................................................ 85 General Data ................................................................................................................................ 86 Planning Details .......................................................................................................................... 87 Converting the Base Unit of Measurement............................................................................... 88 Maintaining Available Capacities .............................................................................................. 89

Maintaining the Standard Available Capacity .......................................................................... 90 Maintaining Versions of Available Capacity ............................................................................. 91

General Functions............................................................................................................... 92 Creating Intervals of Available Capacity ............................................................................. 93 Copying an Interval of Available Capacity .......................................................................... 95 Displaying Intervals of Available Capacity .......................................................................... 96 Processing Shifts ................................................................................................................ 97

Reference Available Capacity .................................................................................................... 99 Referencing or Copying Available Capacity........................................................................... 100

Cumulation of Available Capacities ........................................................................................ 101 Cumulating Available Capacity .............................................................................................. 104

Resetting Capacity Data ........................................................................................................... 105 Displaying Available Capacity ................................................................................................. 106 Assignments to Objects in the Personnel System (HR) ....................................................... 108

Capacity Assignment to HR Objects...................................................................................... 110 Maintaining Individual Capacities for Capacities................................................................... 111 Calculation of Actual Capacity Requirements ....................................................................... 112

Setting up Calculation of Actual Capacity Requirements ...................................................... 113 Example: Assignment of Activities for Actual Cap. Requirements......................................... 114

Formulas .................................................................................................................................... 115 Formula Parameters .............................................................................................................. 117 Rules for Formula Maintenance............................................................................................. 118 Assignment of Formulas in the Resource .............................................................................. 120 Displaying Formulas............................................................................................................... 121 Testing Formulas ................................................................................................................... 122 Assigning Values to Formula Constants ................................................................................ 123 Example: Formula for the Duration of an Operation .............................................................. 124

Replacement of Resources in Recipes ................................................................................... 125 Replacing Resources via the Resource Menu (Mass Replacement) ................................... 126 Displaying Error Logs............................................................................................................... 128

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Archiving Resources ................................................................................................................ 129 Evaluations ................................................................................................................................ 130 Displaying Resource Lists ....................................................................................................... 132 Displaying Cost Center Assignments ..................................................................................... 133 Displaying Resource Capacities.............................................................................................. 134 Displaying a Resource Hierarchy ............................................................................................ 135 Displaying Change Documents ............................................................................................... 136 Displaying the Where-Used List for Resources..................................................................... 137 Downtime ................................................................................................................................... 138

Defining Downtimes ............................................................................................................... 141 Assigning Downtime Elements to Capacity Categories......................................................... 142 Entering Downtimes for Days................................................................................................. 143 Entering Downtimes for Weeks (Fast Entry).......................................................................... 144 Defining the Calculation Schema for Downtime Default Values............................................ 145

Resource Configuration ........................................................................................................... 147 Default Resource....................................................................................................................... 148 Default Capacity ........................................................................................................................ 149 Field Selection ........................................................................................................................... 150

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Resource (PP-PI-MD)

Resource (PP-PI-MD) Purpose You use resources to manage the objects and persons involved in the production process in your enterprise. In a resource, important data is defined concerning

The use of production equipment/persons

The available capacity of the resources

The costs of operating the resource

A resource may be, for example: A processing unit

A person (such as a process operator)

An intermediate storage area

Implementation Considerations Install this component in process manufacturing companies.

Integration You assign resources to operations and phases in the master recipe [Ext.] and in process orders [Ext.] to specify with whom or at which parts of the plant a processing step is carried out. Data managed in the resource serves as a basis for scheduling, capacity requirements planning, and costing. If you want to You also need

Classify resources Classification System (CA-CL)

Calculate the costs of operating resources Controlling (CO)

Choose people and their qualifications for a resource

Personnel System (HR)

The Term Resource In PP-PI, resources perform the same function as work centers do in PP.

For technical reasons, you will sometimes come across the term work center instead of resource in the system. This is particularly the case in Customizing, since here the settings are usually carried out for both applications together.

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Resource

Resource Definition Resources are production facilities and persons involved in a production process that have capacities. They are subdivided into categories [Page 13] to specify their suitability for certain purposes or their use in certain processes.

Resources can be, for example:

Persons involved in production that are also recorded as employees in personnel administration

Parts of the plant that are used for production (processing units) Parts of the plant that are used for intermediate storage (storage resources) Parts of the plant that are used for both intermediate storage and production (storage

resources / processing units)

Use You assign resources to operations and phases in the master recipe and in process orders to specify with whom or at which parts of the plant a process step is carried out. Depending on the resource category, you can assign resources as follows:

Resources used for production are assigned as the Primary resource for the operation [Ext.] (if the resource is occupied for the entire

duration of the operation)

Secondary resource for operations and phases [Ext.] (if the resource is required in addition to the primary resource for a certain period of time)

Resources that are only used for storage are assigned a storage location at which the stocks are managed.

You can assign a storage location for:

Header material that is stored

Material components that are withdrawn from storage (in the case of ingredients) or placed into storage (in the case of by-products or co-products)

The data in the resource are used, for example, for:

Scheduling

Operating times and formulas for calculating the operation duration are maintained in the resource.

Costing Formulas for calculating the operation costs are maintained in the resource. In addition, a resource is assigned to a cost center.

Capacity Requirements Planning Formulas for calculating capacity requirements for an operation are maintained in resources.

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Resource

Simplification of Operation Maintenance Various default values are maintained for the operation in the resource.

Structure The data to be processed is functionally subdivided in the following way:

Basic data The standard value key is part of the basic data. Standard values are used as parameters in formulas for determining the execution time, capacity requirements, and costs.

Default values (for example, for the control key, the wage type, or the wage group) Capacity data (for example, the capacity type and the available capacity) Scheduling data (for calculating the execution time) Cost center assignment Link to the personnel administration system (for labor resources) Hierarchy relationships Network relationships

The following graphic illustrates the structure of the resource data:

Resourcenetwork

Productionline process

Resourceclasses

Selection ofindividual

resources forproduction

Scheduling data and available capacity

Lead time scheduling/

capacity req.planning

Default values for recipes

Copy to recipe

Costing data

Costing inrecipe

Resource

Integration A resource is created for one plant.

Resources can be assigned to resource hierarchies [Page 51] and resource networks [Page 62] or to resource classes [Page 28].

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Resource

Resource hierarchies serve to aggregate available capacity or capacity requirements at a resource.

When you assign resources to a resource network, you determine the sequence in which the resources are used in the master recipe or in the process order.

You can classify resources to specify for which purposes they are suited and how they should be used in certain operations.

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Resource Category

Resource Category Definition A resource category groups resources according to their characteristics and use. The resource category controls the screen sequence and field selection. This means it determines which data is to be maintained for the resource.

Use A resource category is user-defined and is set up in Customizing.

When you create a resource, you assign a resource category to it.

Resource categories can be used, for example, to distinguish between the following resources in the standard system:

Labor Processing unit Storage resources Processing unit / storage resource Integration Depending on the resource category and its screen sequence, you have links to the following objects:

Person or organizational unit in personnel administration You maintain this data in the standard system for the resource category labor.

Cost center and activity types This data is used for settlement for all resource categories in production, which includes the resource categories processing unit and processing unit / storage resource in the standard system.

Capacity categories You assign a capacity category to all resource categories. The following different capacity types are required depending on the resource category.

Time unit for resources that are only used in production. You assign this capacity type to the resource categories labor and processing unit.

Volume unit / unit of measure for resources that are only used for storage. You assign this capacity type to the resource category storage resource

Time unit and volume unit / unit of measure for resources that are used for storage and production. You assign this capacity type to the resource category processing unit / storage resource.

Storage locations

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Resource Category

A storage location is used for inventory management for resources that are used as intermediate storage. It is assigned to the resource categories storage resource and processing unit / storage resource.

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Processing Unit

Processing Unit Definition Processing units are resources used in production.

Use The available capacity of a processing unit is dependent on the time-related availability and serves as a basis for scheduling and for time-related capacity requirements planning in production.

Integration Processing units can be linked to cost centers and activity types. The resulting data is used for settlement.

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Labor Resources

Labor Resources Definition Labor resources are people in the production process who have capacities. To determine how they are used, you define data on the qualifications and performance as well as shifts.

Use Labor resources contain data that can be used from the point of view of production planning (capacities) as well as from the point of view of personnel administration (employee).

Integration Labor resources can be linked to persons or organizational units in personnel administration.

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Storage Resources

Storage Resources Definition A storage resource is a storage location or production unit that has both the characteristics of a resource and a storage location. It is used for intermediate storage of materials. Temporary storage of material in a production process can either be required between operations that follow each other chronologically within a production stage or between several production stages.

There are two types of storage resources:

Storage resource, on which no production process takes place (resource category Storage)

This storage resources can have an available capacity and material stock assigned to it. Its available capacity is defined in the unit volume/quantity.

Storage resources that are only for storage are assigned to the material flow directly in the master recipe or in the process order.

Storage resource, at which a production process takes place (resource category Processing unit / Storage)

This storage resources can also be planned as far as time is concerned and material movements take place on it. Its available capacity is defined both in a time unit and in volume/quantity.

Storage resources that are also processing units are copied to the master recipe (or process order) as primary resources.

Use A storage resource that is only used for storage serves as an intermediate storage location for materials and is used to avoid bottlenecks in production planning.

Such bottlenecks occur, for example, in the following situations:

When a line is not available for the next operation during the production of an intermediate product.

Within the production process when there is a changeover between a continuously producing and a batch-oriented line.

When a product cannot be released for further processing right away (perhaps, for example, because results from laboratory studies are still being waited on or materials are in quarantine).

The available capacity of storage resources remains continuous as far as time is concerned, however, it is dependent on volumes / maximum quantities.

Since inventory management is necessary, the storage resource is recorded as a storage location. In this way, the quantity of material flow is controlled.

A storage resource that is at the same time a processing unit is used for intermediate storage of materials and for production. It therefore functions as a primary resource in the production process. After the last production step, the material remains at the line until part or all of it is withdrawn for a process. The available capacity of this type of storage resource is defined based on time-related availability as well as on the quantity-related capacity and the stock.

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Storage Resources

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Resource Maintenance

Resource Maintenance Purpose In resource maintenance, you maintain the resources, that is, the production facilities and persons involved in the production process in your enterprise. Data maintained here serves as a basis for costing, capacity requirements planning, and scheduling.

If you also use the R/3 personnel system (HR), resource data can be made available for personnel planning. You activate the shared use of the resource with personnel planning via control data for the resource in Customizing.

When you create a resource in Logistics, the system also makes this data available in the personnel system.

If you create a resource for personnel planning, you can decide whether this resource is also relevant for Logistics in the dialog box that appears. If this is the case, you must enter additional data for the resource, such as the plant and task list usage.

Prerequisites You can create default values in Customizing for specific combinations of resource categories and plants in a default resource. [Page 148] This reduces the time involved in creating a resource.

Process Flow Since the resource category determines which screen and field data appear during resource maintenance, the following process flow varies in detail depending on the resource category; see also Resource Configuration [Page 147].

1. You enter the initial data for resource maintenance, for example, resource key and resource category.

If required, you copy data from a default resource or another source.

2. You enter the general basic data, such as the short text for naming the resource, the person responsible for the resource, the task list usage, and the standard value key. For storage resources you enter the storage location.

3. You classify the resource by assigning it to a class of a specific class type.

4. To simplify the maintenance of master recipes and process orders, you enter default values for specific fields of operations and phases. You mark these values as defaults or references (Values that are marked as references in the resource are always copied in the recipe and order, whereas values that are marked as defaults are only copied under certain conditions).

5. You assign capacities to the resource. The capacity specifies the available capacity of a resource. You specify a capacity category that corresponds to a resource category (for example, processing unit for a production resource or storage for a storage resource) and a formula to calculate the capacity requirements.

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Resource Maintenance

6. You maintain the capacity header data. For example, you enter data on available capacity, data on the standard available capacity for the resource capacity of production resources by defining shifts, or an available capacity in volume / quantity for storage resources.

To simplify the process of entering available capacity, you can create a shift sequence beforehand in Customizing.

7. If required, you specify intervals for available capacity, which means you define available capacities that, unlike standard available capacity, have a limited validity period.

8. For production resources you maintain scheduling data. You use the scheduling basis to determine which available capacity serves as a basis for scheduling. You also enter a formula for calculating the execution time (for example, in the process order).

9. You enter data for cost accounting if you want to calculate the activities performed at the resource. Internal activities and business processes that are debited when a product is produced at a resource can be settled in this way for the product.

10. You assign the resource to a resource hierarchy if you want to cumulate the available capacity or capacity requirements of several resources hierarchically.

11. If required, you assign the resource to a resource network. 12. You save the resource.

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Maintaining Resources

Maintaining Resources Prerequisites Resource data is grouped thematically on different screens or tab pages. The resource category you enter when creating a resource determines which screens and data you can maintain.

You can define resource categories in Customizing for resources. The standard system settings contain, for example, the resource categories processing unit, labor, and storage.

If you want to create a storage resource, you first must create a storage location to which you can assign the resource in Customizing.

If you choose the function for checking a resource [Page 45], you are taken to the resource maintenance screens that you have not yet processed.

Procedure 1. In the R/3 main menu, choose Logistics Production - Process Master Data

Resources.

The area menu for resources appears.

2. Choose Resource Create or Change The initial screen for resource maintenance appears.

3. Enter the data on the initial screen (for example, the key of the resource and the resource category) and choose Basic data.

The Basic data tab page appears.

4. When you create a resource, enter the basic data (such as the short text for naming the resource, the person responsible for the resource, the task list usage, and the storage location for storage resources).

5. Choose .

When creating a resource, you can copy from a source if necessary. For more information on how to do this, see Copying Resources [Page 22].

Result The resource is created in the system.

To be able to use the resource in production planning, you must enter more data on the resource depending on the resource category. For more information on this, see Resource Maintenance [Page 19] and the chapters that follow it.

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Copying Resources

Copying Resources Use You can copy existing resources to change resources or create new resources. The data from the reference resource is copied to the new resource where it then can be changed.

You can enter a reference resource

On the initial screen when creating a resource On one of the tab pages when creating or changing a resource Procedures Entering the Reference Resource on the Initial Screen 1.

2.

3.

On the initial screen in resource maintenance, make entries in the Plant and Copy from resource fields.

The system offers data from the reference resource to copy to the new resource.

Select the data you want to copy.

Choose .

Entering the Reference Data on the Tab Pages in Resource Maintenance 1. On one of the tab pages, choose Edit Copy from.

The system displays a selection of data that is valid for the current tab page.

For example, if you are on the Default Values tab page, only the default values from the reference resource are proposed.

Existing data is overwritten with the data from the source.

You can change this data afterwards.

2.

3.

Select the data you want to copy.

Choose .

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Processing Basic Data

Processing Basic Data Purpose When creating a resource, you enter general basic data before you maintain specific data such as standard values, capacity data, scheduling data, or costing data. Basic data includes different organizational data, such as the person responsible and the location of the resource.

Prerequisites You have entered the initial data and are on the Basic Data tab page.

Process Flow The resource category you have selected determines which fields appear on the screen.

1. You enter a description for the resource. You enter descriptions in the logon language. You can also create further texts in other languages. See also: Creating Language-Dependent Descriptions [Page 26].

2. You choose a person responsible for the resource. 3. You choose the location of the resource. 4. You enter a task list usage. By doing this, you specify the task list types in which the

resource may be used.

5. If necessary, you choose a transition matrix. In process manufacturing, the transition matrix allows transition times to be taken into account automatically when products are changed. The transition matrix is defined in Customizing. For more information, see Define Transition Matrix. [Ext.]

The transition matrix is evaluated in the Process Flow Scheduler (PFS) only and not in the R/3 System.

6. If required, you set the Backflush indicator. By setting the Backflush indicator, you specify that a material component used in a phase of the order that is carried out at this resource is to be backflushed. This results in the system automatically posting the withdrawal when you confirm the operation.

The Backflush indicator, which is set in the resource, is only taken into account once you have specified that the decision as to whether material components are to be backflushed is to be made in the resource. You specify this on the MRP 2 screen in the material master. If you set the Backflush indicator in the master recipe or in the process order, the components are always backflushed regardless of whether you set the indicator in the resource.

7. You choose a standard value key. This determines which standard values, that is, which planned values for the expected activities during an operation, will be entered in the master recipe or process order.

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Processing Basic Data

8. When creating a storage resource, you assign a storage location and specify whether you can mix the materials, that is, store several materials simultaneously at one storage resource.

9. You save the resource.

The performance efficiency rate key [Page 25] is hidden for the predefined resource categories, but you can activate it in Customizing in the field selection for the corresponding resource category. A performance efficiency rate key shows the relationship between the actual work performance and a planned average performance.

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Standard Values

Standard Values Standard values are planned values for the execution of an operation that are maintained in the operation of the recipe. Typical standard values are, for example, setup and processing. The execution time, costs, and capacity requirements of the operation are calculated from the standard values in the operation using the formulas of the resource.

If a resource is assigned to an operation, the standard value key of the resource is used to assign up to six data fields and key words for the standard values to the operation. The standard value key is defined in Customizing for Resources and entered on the Basic data tab page.

The input value rule specifies whether the input values in the operation must be maintained or whether maintenance is optional.

On the Default values tab page you can enter the unit of measurement for the standard values as the default for the operation. For internal processing operations, the default value for the unit of measurement of the work is maintained on the Scheduling tab page.

Performance Efficiency Rate Key Performance efficiency rate keys are assigned to the standard values on the Basic data tab page in resource maintenance. A performance efficiency rate key shows the relationship between the actual work performance and a planned average performance.

A reference indicator is set in the program for the performance efficiency rate key. This means that the performance efficiency rate is copied from the resource to the operation and cannot be changed there. If you do not enter a performance efficiency rate key in resource maintenance, the system assumes a performance efficiency rate of 100%.

The standard values in the recipe always refer to a performance efficiency rate of 100%.

Performance efficiency rate keys are defined in Customizing for Resources under Define Key for Efficiency Performance Rate.

The performance efficiency rate key is hidden for the predefined resource categories, but you can activate it in Customizing in the field selection for the resource category.

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Creating Language-Dependent Descriptions

Creating Language-Dependent Descriptions Use You enter descriptions in the logon language. You can later enter further descriptions in other languages. If you logon in one of these languages, the description appears automatically.

Prerequisites You are on the Basic data tab page in resource maintenance and have already entered the description in the logon language.

Procedure 1. Choose Descrpts.

This calls up the Short Texts dialog box.

2. Choose New entries.

3. Enter the object descriptions in the appropriate language.

4. To delete an entry, select it and choose .

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Maintaining User Statuses for Resources

Maintaining User Statuses for Resources Use User statuses [Ext.] are statuses defined by the user to document the processing status of the resource from the users point of view. Possible statuses are, for example, cleaned or maintained.

You can set any number of user statuses for a resource. In addition, you can enter a long text describing the status for each user status.

Prerequisites You must have assigned the status profile [Ext.] to the resource category in Customizing.

Procedure 1. On the Basic Data screen in resource maintenance, choose Extras Status User status 2. Activate the status.

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Classification of the Resource

Classification of the Resource Use To be able to locate a resource via the class, the resource must first be assigned to a class. You can assign specific characteristics to a class, which are then valid for all resources in this class.

Attributes of Classified Resources Classification is taken into account when you select resources in the process order.

You can also valuate characteristics of operations in the process order automatically, using characteristics of resource classification.

Operation - Requirements

8585o o CC

1200 U/min1200 U/min

Resource - Characteristics

1000 - 2000 U/min1000 - 2000 U/min

80 - 12080 - 120o o CC

Matches?

Prerequisites To assign a resource to a class, the class must be defined in the classification system.

Activities 1. Create the class to which you want to assign the resources.

2. Assign your resources to the class.

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Classifying a Resource

Classifying a Resource Procedures Creating a Class Choose Logistics Central Functions Classification Master Data Classes Class Create.

For more information, see the document CA Classification System, Create Class [Ext.].

Assigning a Resource to a Class 1. In resource maintenance, choose the function Classification on the Basic data tab page.

The Classification screen appears.

2. Enter the class to which you want to assign the resource.

A class type is predefined by the system. This class type depends on the object you are maintaining (in this case, the object Resource).

If there are several class types for the resource, you can change the class type.

3. If necessary, maintain the characteristic values by choosing Edit Values.

You can assign a resource to a class in both resource maintenance and in classification. For more information, see the document CA Classification System Assign Object to Class. [Ext.]

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Processing Default Values

Processing Default Values Use To simplify the maintenance of master recipes and process orders, you can enter default values for certain operation, phase, and secondary resource fields in the resource master record.

Features Some of the default values you can maintain include:

Wage data, such as wage type or wage group Qualifications required of an employee working at this resource The control key The standard text key Referencing Default Values You can set a reference indicator for each default value of the resource to specify whether the default value is referenced in the recipe. This implies the following:

The default value can only be changed in resource maintenance and not in the recipe.

Changes to the default values in the resource are automatically transferred to the recipe.

If you delete the reference indicator in resource maintenance, the default value can be changed again in the recipe.

If you change data in resource maintenance, only the data that has the reference indicator set is changed in the recipe. The data is updated when you call up the recipe again.

Reference indicators are automatically set for the performance efficiency rate key.

Standard Text Key You can use the standard text key to have a standard text, which has already been created for common process descriptions, suggested for the operation. You can edit standard texts in resource maintenance (Environment Standard text) and in recipe maintenance (See: Editing Standard Texts [Ext.]).

Default Values and the Corresponding Maintenance Screens

Default Values Screen in Resource

Screen in Recipe/Order

Control key [Ext.] Default values Operation overview /secondary resource overview

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Processing Default Values

Standard text key Default values Operation overview /secondary resource overview

Wage data Default values General Data detail screen

Units of measurement of the standard values [Ext.]

Default values Standard Values detail screen

Activity types Cost center assignment

(Costing tab page)

Standard Values detail screen

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Capacity Data Maintenance

Capacity Data Maintenance Use You assign capacity data to a resource to define the ability of this resource to carry out tasks in certain periods of time. You require capacity data as a basis for capacity requirements planning and the scheduling of master recipes and process orders.

You can create capacities that are used by several resources (for example, line operators) as pooled capacities that are independent of resources and then assign them to resources. See also Capacity Maintenance. [Page 81]

The screens and data fields in resource maintenance correspond for the most part to those in capacity maintenance.

Activities You assign a capacity category to the resource and, depending on the resource category, a capacity type:

For resources that are used in production, a capacity category with available capacity in a time unit

For resources that are used for storage, a capacity category with available capacity in a volume unit / unit of measure

For resources that are used in storage and in production, a capacity category with available capacity in a time unit and in a volume unit / unit of measure

The capacity type is assigned to a capacity category in Customizing.

For resources used in production you maintain:

A formula for calculating the capacity requirements for internal processing A formula for distributing the capacity requirements You maintain capacity header data (with a standard available capacity or an available capacity in volume / quantity). This includes:

General data, such as the responsible planner group For resources used in production, data that defines a standard available capacity that is

time-related, such as work start and finish, break time duration, rate of capacity utilization, number of individual capacities, and the factory calendar on which the available capacity is based

For resources with a storage function, data that defines a quantity or volume-related available capacity, such as the minimum and maximum commitment and the number of individual capacities

If required, you create various versions of an available capacity.

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Capacity Data Maintenance

If required, you create intervals for available capacity for time periods in which the available capacity differs from the standard available capacity.

The shift values that you define here refer, depending on the resource category, to the capacity based on time or the capacity based on quantity.

If required, you check the capacity data in an available capacity profile or in a graphic.

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Scheduling Data Maintenance

Scheduling Data Maintenance Use In the resource, you can enter data to be used in scheduling.

Prerequisites The capacity data for the resource must be maintained.

Activities You determine the scheduling basis. To do this, you enter the capacity category and the capacity key, whose operating time is to be used for scheduling. This can either be a resource capacity or a pooled capacity.

You enter the formulas for calculating the execution time.

If you do not enter a formula to calculate the execution time, the system sets the duration of the operation to zero and thus does not include it in the processing time.

For more information, see Formulas [Page 115] and Assignment of Formulas in the Resource [Page 120].

You use the formula constant function to assign the formula parameters values and units.

To display a formula, see Displaying Formulas [Page 121].

To test a formula, see Testing Formulas [Page 122].

34 April 2001


Costing Data Maintenance

Costing Data Maintenance Use On the Costing tab page, you enter data on cost accounting. Internal activities and business processes that are debited when a product is produced at a resource can be settled in this way for the product.

Integration Cost accounting data is evaluated in the CO-Controlling application component.

Features A resource can debit activities of a

Cost center

In this case, the resource is linked to cost center accounting, which allows you to visually reproduce the processes in your company based on responsibility and function.

For more information, see CO-Cost Center Accounting.

Business process

In this case, the resource is linked to Activity-Based Costing, which allows you to visually reproduce the processes in your company based on operations and company-wide functions.

For more information, see CO-Activity-Based Costing, especially Methods of Quantity Consumption (Pull) [Ext.].

You always enter costing data for a specific validity period. Any validity periods that overlap with previously entered data overwrite this data in the overlapping period.

April 2001 35


Cost Allocation to Cost Centers

Cost Allocation to Cost Centers Use You can cost operations carried out at a resource by assigning a cost center to the resource.

Integration Cost Centers

A cost center is a part of a company which is defined according to responsibility, location or billing areas. It is assigned to a controlling area.

Activity Types

Activity types are used to define the different types of activities within a cost center. They are defined in the controlling area.

Activity types are valuated per cost center and period with a charge rate which is made up of a fixed portion and a variable (work-related) portion. The charge rate with which in-house production activities are to be costed is determined by these activity types.

Prerequisites The cost center to which you want to link the resource already exists and belongs to the controlling area of the plant of the resource.

Features You can assign a resource to exactly one cost center for a given validity period.

Several resources from various plants can be assigned to one cost center. However, the resources must belong to the company code of the cost center.

You can assign an activity type that is valid for the cost center to each standard value of the resource. The activity type appears as a default value in the routing. You can also keep an activity type from being changed in the routing by setting a reference indicator.

Activity types that are defined in a controlling area and can be referenced in the resource are valuated in the cost center.

The following figure shows an example of the assignment of the cost center, activity types and resource for costing operations.

36 April 2001


Cost Allocation to Cost Centers

$10 / Hour

Price ofactivity type A

(total time)

Formula F 1Formula F 1

Total time x Price = COSTSTotal time x Price = COSTS

Standard valuesOperation valuesResource constants

Example:

Cost centerResource

FormulasF1F2

Activity TypesAB:

Price$10 / Hour$20 / Hour

(max. 6)

If an activity type is assigned to a resource and the resource is used in an operation, the costs for internal activities are calculated using the standard values for the activity type.

Activities You can assign a resource to a cost center on the Costing tab page in resource maintenance.

The following data can be maintained:

In the validity section, you determine the effective period for the assignment of the resource to this cost center.

To cost activities, enter the cost center to which the activity types have been assigned. The cost center must be defined in the controlling area. The controlling area is specified via the plant.

Keep in mind that the cost center to which you want to assign a resource must already exist in the system.

If you want to assign the resource to different cost centers with different validity periods, overwrite the old validity periods and enter the new cost centers. However, the resource may only be assigned to one cost center at any one time.

For costing, assign activity types of the appropriate cost center to the standard values. If required, enter the activity type that is to be used for costing in the process order. Assign formulas for calculating costs to the activity types.

April 2001 37


Resource Assignments to Cost Centers

Resource Assignments to Cost Centers 1. Choose the Costing tab page in resource maintenance.

The Cost Center Assignment screen appears.

2. Enter the validity period for the assignment.

3. Enter the cost center.

4. Assign activity types and formulas for costing to the standard values.

You can keep an activity type from being changed in the recipe by setting the appropriate reference indicator.

5. Choose .

38 April 2001


Cost Allocation to Business Processes

Cost Allocation to Business Processes Use You use this function when a resource is to debit the activities of a business process.

Features A resource can be assigned to exactly one business process for a certain period of time. The business process appears in the recipe as a default value. You can keep the business process from being changed in the recipe by setting the reference indicator.

You must assign a formula to each business process. This formula is used to control the quantity-based utilization of the business process.

Activities You enter the following data:

The business process to which you want to assign the resource and the validity period of this assignment

A cost center The cost center is only entered so it can be documented. If you have not defined a cost center for your resource, you can also enter a dummy cost center.

April 2001 39


Resource Assignments to Business Processes

Resource Assignments to Business Processes 1. Choose the Costing tab page in resource maintenance.

2. Enter the validity period for the assignment.

3. Enter the cost center.

The cost center is only entered so it can be documented. If you have not defined a cost center for your resource, you can also enter a dummy cost center.

4. Enter the business process and the corresponding formula key.

You can keep a business process from being changed in the recipe by setting the appropriate reference indicator.

5. Choose .

40 April 2001


Assignments to Objects in the Personnel System (HR)

Assignments to Objects in the Personnel System (HR) Definition Assignments link objects from the personnel system (HR), such as a person or a qualification, to a resource or capacity in Logistics (LO).

Use HR object assignments allow you, for example, to specify employees and the minimum qualification for the resource or the capacity in Logistics.

Structure For each assignment, you must enter a valid time period. A position or a person can only be assigned to one resource or capacity at a time.

Resource Assignments to HR Objects You can either make a resource assignment to an HR organizational unit or to an HR work center. If you make a resource assignment to an HR work center, you can link the resource to the following HR objects:

Persons

You can assign people to a resource to specify which employees are to work at this specific resource.

Positions

Established and approved posts are positions. You can make a resource assignment to a position to document that the resource belongs to this position. As a rule, this is a labor resource.

Qualifications

You can assign qualifications to a resource to establish the minimum education or skill-level required of an employee who is to work at this resource.

Requirements profile

A requirements profile contains several qualifications.

Capacity Assignments to HR Objects Resource capacities and pooled capacities can be linked directly to HR objects, such as people and positions. Capacity assignments cannot be made to HR organizational units and HR work centers.

Integration Resources and capacities in Logistics can only be linked to HR objects if the personnel system (HR) is in use.

April 2001 41


Assignments to Objects in the Personnel System (HR)

42 April 2001


Resource Assignment to HR Objects

Resource Assignment to HR Objects Prerequisites You can assign a resource to the personnel system (HR) in two ways:

If you want to assign a resource to the HR objects person, position, requirements profile and qualifications, you must first assign the resource to an HR work center. This can be a work center that already exists in HR. During the assignment procedure, you can also create a work center (with the same name) in HR.

Instead of assigning a resource to an HR work center, you can also assign it to an organizational unit from HR. You cannot use the organizational unit to maintain assignments to other HR objects.

Procedures Resource Assignment to the Personnel System (HR) 1. In resource maintenance, choose Goto HR assignment.

If the resource is already assigned to HR, the Organization Structure screen appears, which displays the existing assignments. If this is an assignment to an HR work center, you can maintain further assignments, for example, to persons (see next paragraph).

2. If you have not maintained an assignment to HR, specify on the Assignment to HR Organizational Entity screen whether you want to assign the resource to an HR work center or to an HR organizational unit.

Enter the name of the HR work center or the HR organization structure. If required, choose HR work center to create a new work center in HR.

The Organization Structure screen appears and you can assign HR objects, such as persons or qualifications, to the resource by making an assignment to an HR work center.

You can delete the resource assignment to HR by choosing Edit Delete HR assignment on the Organization Structure screen.

Resource Assignment to Persons, Positions, Requirement Profiles 1. If no assignments exist, assign the resource to an HR work center (see last section).

2. On the Organization Structure screen, choose the type of HR object you want to assign the resource to (for example, person), and choose Edit Create relationship.

3. Enter the name of the HR object and the relationship period of the assignment, and choose Copy.

Resource Assignments to Qualifications 1. If no assignments exist, assign the resource to an HR work center (see section before last).

2. On the Organization Structure screen, choose Edit Qualifications.

April 2001 43


Resource Assignment to HR Objects

3. Choose .

The Qualifications dialog box appears.

4. Select the qualifications and choose .

5. Maintain the validity periods and data for the qualifications if required.

6. Choose .

7. Choose .

Result The assignment to the HR object is created.

On the Organization Structure screen, the assigned positions, persons, and requirement profiles are displayed:

The object key consists of the following:

Object type (for example, person)

Object ID

The ID (name and description of the object)

A descriptive text as the definition

The validity period of the assignment of the resource to the HR object

Except for the descriptive text, you can hide or show any of this information by choosing View.

You can delete an assignment to an HR object by choosing Edit Delete Assignment.

44 April 2001


Checking a Resource

Checking a Resource Use You can check a resource for completeness of its data. This is particularly useful if, for example, you have terminated resource maintenance before all relevant screens were processed.

The system checks whether all important data for the resource category has already been maintained on the various screens.

Procedure Choose in resource maintenance.

A screen may appear on which you still need to enter data.

If you do not enter the missing data, the functions which require this data cannot be carried out. For example, you cannot carry out scheduling if the scheduling basis has not been defined.

April 2001 45


Renaming a Resource

Renaming a Resource Use In resource maintenance, you can rename a resource, that is, assign a new description to it. With the direct rename function, it is no longer necessary to change a resource description by replacing it with another.

Procedure 1. Choose Resource Change. Enter the plant and the name of the resource you want to

rename.

2. Choose .

The New Name dialog box appears.

3. Enter the new name that you want the resource to have. Choose .

The Basic Data screen appears.

4. If you don't want to change any other resource data, choose

You can change the resource name from any tab page in resource maintenance.

Result Once you have saved the resource, the new name is automatically changed in all applications where the resource is used.

46 April 2001


Locking and Unlocking a Resource

Locking and Unlocking a Resource Use You lock resources if you are not going to use them immediately in a recipe or process order but want to use them at a later time. In this case, you can unlock them. The system warns you if you use a locked resource in a recipe or process order.

Procedure On the Basic Data screen in resource maintenance, choose Extras Status Lock/Unlock. The resource is then locked from further use.

If you want to unlock the resource, choose the same menu options as for locking. You will receive a message from the system that the resource has been unlocked.

April 2001 47


Deleting Resources, Marking for Deletion

Deleting Resources, Marking for Deletion Use You can delete a resource from any place it is no longer used, for example, in a recipe or process order.

Prerequisites You can only delete a resource when it is not used. Resources in logically deleted objects that physically still exist on the database cannot be deleted (for example, in operations). A deleted resource cannot be archived because its data is not available on the database anymore.

If a resource is still used, you can mark it for deletion by setting a deletion flag. A resource with a deletion flag cannot be assigned. You can remove a deletion flag. You can archive and delete a resource despite a deletion flag.

Procedures Delete On the Basic Data screen for resource maintenance, choose Resource Delete. Setting/Removing Deletion Flags On the Basic Data screen for resource maintenance, choose Extras Status Deletion flag/Remove.

The system confirms the entry.

You can use a deletion flag as selection criteria for resources to be deleted in the next reorganization run.

48 April 2001


Displaying Administrative Data

Displaying Administrative Data Use The following resource data is considered administrative data:

Technical Information for a resource: In the technical information, the internal key under which the resource is saved in the system is displayed. This information is particularly relevant for system administrators and developers.

Information about the last changes to the resource: This information tells you when and by whom the last changes were made.

Information about the current status of the resource: The status information tells you whether the resource is locked or marked for deletion and therefore cannot be used.

Procedure In resource maintenance, choose Extras Administrative data. The Administrative Data dialog box appears.

April 2001 49


Assigning a Resource to a Subsystem

Assigning a Resource to a Subsystem Use You want to transfer resource data to a subsystem (external application) during plant data collection (PDC). To do this, you enter the subsystem to which data is to be sent in resource maintenance.

Procedure 1. On the Basic Data screen, choose Extras Subsystem link.

The Subsystem Grouping dialog box appears.

2. Enter the subsystems to which the resource data is to be sent.

50 April 2001


Resource Hierarchy

Resource Hierarchy Definition A resource hierarchy consists of several hierarchically structured resources. One resource can be part of several different resource hierarchies. Except for the top of the hierarchy - the hierarchy root - each resource is subordinate to another resource in the resource hierarchy.

Use A resource hierarchy cumulates available capacity and capacity requirements in capacity planning.

Available capacities of subordinate resources in one hierarchy level are cumulated to a superior resource.

A resource hierarchy can be created for the whole plant.

See also: Example: Resource Hierarchy [Page 52]

You use resource hierarchies:

Especially in rough-cut planning and medium-term planning to check available capacity and capacity requirements of a resource group without having to consider the available capacity and capacity requirements of all subordinate individual resources

To search for resources

April 2001 51


Example: Resource Hierarchy

Example: Resource Hierarchy The following graphic shows the cumulation of the available capacity of individual processing units (dryer 1, dryer 2, dryer 3) to the superior resource (dryer) in a resource hierarchy. The processing unit dryer 2 is part of two hierarchies that refer to two different plants.

Line 7Line 7

MixerMixerTransportTransport

Line 2Line 2

MixerMixer TransportTransport

Plant 2Plant 2

DryerDryer

Cap

acity

t

Dryer 2Dryer 2

Cap

acity

t

Dryer 3Dryer 3

Cap

acity

t

Dryer 1Dryer 1

Cap

acity

t

Plant 1Plant 1

DryerDryer

Cap

acity

t

52 April 2001


Creating a Resource Hierarchy

Creating a Resource Hierarchy Purpose You use resource hierarchies [Page 51] to determine a total available capacity or the total capacity requirements for a number of resources.

In this process, you create resource hierarchies and assign resources to the hierarchy levels of the resource hierarchies.

Prerequisites The resources used are already created in the system.

Process Flow To create a resource hierarchy, the following is required:

1. You must create a hierarchy [Page 54].

You can only do this in hierarchy maintenance.

2. You must assign resources to the hierarchy and arrange the resources hierarchically.

You can do this in hierarchy maintenance and in resource maintenance.

In hierarchy maintenance

When you create or change a hierarchy, you can assign resources to the hierarchy. For more information on how to do this, see Creating Resource Hierarchies [Page 54] and Assigning Resources in Resource Maintenance [Page 56].

To arrange the resources hierarchically, you must call up the hierarchy graphic [Page 59]. Here you can display and process the hierarchy structure.

In resource maintenance

When you create or change a resource, you can assign it to the hierarchy. When assigning a resource to a hierarchy, you must either define it as a hierarchy root or enter a superior resource. For more information, see Assigning Resources in Resource Maintenance [Page 56].

You can only rearrange the resources in the hierarchy graphic, which you call up in hierarchy maintenance.

April 2001 53


Creating Resource Hierarchies

Creating Resource Hierarchies Procedure

1. Choose Logistics Production - Process Master Data Resources Hierarchy Create. The Create Hierarchy screen appears.

2. Enter the name of the hierarchy and its plant and choose .

The Header Data screen appears.

3. Enter a description of the hierarchy and the person responsible.

4. Choose .

Result You have created a resource hierarchy to which you can now assign resources.

You can assign resources both in hierarchy maintenance and resource maintenance.

Assigning Resources in Hierarchy Maintenance [Page 55]

Assigning Resources in Resource Maintenance [Page 56]

54 April 2001


Assigning Resources in Hierarchy Maintenance

Assigning Resources in Hierarchy Maintenance Prerequisites You have created several resources and a resource hierarchy.

You can assign resources to hierarchies both in hierarchy maintenance and in resource maintenance.

For this reason, see also Assigning Resources in Resource Maintenance [Page 56].

Procedure 1.

2.

3.

4.

5.

6.

Choose Logistics Production - Process Master Data Resources Hierarchy Change. Choose Resource allocation.

The Resource Selection dialog box appears.

Select a resource.

On the Resource Allocation screen, a list of the selected resources appears. The system indicates which resources are already assigned to the hierarchy.

Select the resources you want to assign to the hierarchy.

To assign more resources, choose New assignments.

Choose , after you have assigned all resources.

Result The resources are assigned to the resource hierarchy.

In the next step, you specify the hierarchy levels of the resources. For information on this, see Assigning Resources to Hierarchy Levels [Page 58].

April 2001 55


Assigning Resources in Resource Maintenance

Assigning Resources in Resource Maintenance Prerequisites You have created several resources and a resource hierarchy.

You can assign resources to hierarchies both in resource maintenance and in hierarchy maintenance.

For this reason, see also Assigning Resources in Hierarchy Maintenance [Page 55].

Procedure 1. Choose Hierarchy in resource maintenance.

This calls up the Hierarchy Relationships screen where the existing resource assignments to a hierarchy are displayed.

2. Choose Edit New entries. 3. Enter the plant and the key for the hierarchy to which you want to assign the resource.

The Hierarchy Detail screen appears.

4. To define a resource as a root, set the Root indicator. By doing this, you place the resource at the highest level of the hierarchy.

A resource can only be defined as a hierarchy root if the hierarchy does not already have a root.

5. If required, enter a superior resource.

If you do not define the resource as the hierarchy root and you do not enter a superior resource, the resource will not be assigned to the hierarchy.

6. Set the Stop explosion indicator.

You can use this indicator to specify that when cumulating available capacity starting with the resource for which the indicator is set, the hierarchy may not be exploded further downward. You may want to do this if, for example, the available capacity of this resource is to be larger than the cumulated available capacity of the subordinate resources.

If you have specified the hierarchy level up to which capacity cumulation is to take place and set the Stop explosion indicator in the resource, available capacities of this hierarchy branch will only be cumulated up to this resource.

7. Choose .

Result The resources are assigned to the hierarchy.

56 April 2001


Assigning Resources in Resource Maintenance

In the next step, you specify the hierarchy levels of the resources. For more information, see Assigning Resources to Hierarchy Levels [Page 58].

April 2001 57


Assigning Resources to Hierarchy Levels

Assigning Resources to Hierarchy Levels Use You can arrange resources hierarchically by connecting them in the hierarchy graphic.

Prerequisites The hierarchy graphic must be called up in hierarchy maintenance. When you call up the hierarchy graphic in resource maintenance, you can only display the hierarchy structure.

You have already assigned several resources to a resource hierarchy.

Procedure 1. Choose Logistics Production - Process Master Data Resources

Hierarchy Change: Choose to display the hierarchy graphic.

2. Choose .

A pencil appears as part of your cursor.

3. Position the cursor on the superior resource. Press the left mouse button. The resource is selected.

4. Connect the resource by holding down the left mouse button and drawing a line to the subordinate resource.

A resource can only have resources subordinate to it that have not been assigned a superior position in the resource hierarchy. To make a superior resource a subordinate one, you must first delete the existing connection.

You can set graphic options (colors, partitioning, etc.) by selecting Options. For more information, see the document BC - SAP Graphics: User Handbook.

5. Choose to undo a connection.

6. Choose to save the assignment.

58 April 2001


Displaying a Resource Hierarchy

Displaying a Resource Hierarchy Use Resources and their assigned hierarchy levels can be displayed both in hierarchy maintenance and in resource maintenance. The resource hierarchy can be displayed as a graphic or in list form.

Hierarchy Graphic In the hierarchy graphic, the hierarchy structure is displayed in a tree diagram.

When you call up the hierarchy graphic in hierarchy maintenance, you can process the hierarchy structure.

When you call up the hierarchy graphic in resource maintenance, you can only display the hierarchy structure. You cannot process it.

You can set graphic options (colors, partitioning, etc.) by selecting Settings.

Hierarchy List You have the following display options:

Complete Display The complete hierarchy structure is displayed from the hierarchy root to the base.

Display from Resource (Explode from Resource) You can enter any resource from which the hierarchy is exploded downward.

Display from Hierarchy Root to Explosion Level (Explosion Levels) The hierarchy is displayed from the hierarchy root to a certain hierarchy level.

The settings Explosion Levels and Explode from Resource are only relevant for displaying the hierarchy. They have no effect on capacity cumulation.

Procedures Calling up the Hierarchy Graphic in Hierarchy Maintenance Choose .

Calling up the Hierarchy Graphic in Resource Maintenance 1. Choose Hierarchy.

The Hierarchy Relationships screen appears.

2.

Choose Goto Hierarchy Hierarchy graphic Displaying the Complete Hierarchy Structure Choose:

On the screens Hierarchy Relationships or Hierarchy Relationships Detail in resource maintenance, Goto Hierarchy Structure.

April 2001 59


Displaying a Resource Hierarchy

In hierarchy maintenance . All of the resources of the hierarchy are displayed with their hierarchy levels.

Displaying Starting with a Resource 1. Display the complete hierarchy structure.

2. Choose Settings Start from. 3. Enter the plant and the resource key and choose .

Displaying from Hierarchy Root to Explosion Level 1. Display the complete hierarchy structure.

2. Choose Settings Levels. 3. Enter the number of levels and choose .

In the resources area menu, you can also display hierarchy lists with the standard evaluations or search for resources with certain characteristics in a hierarchy. To do this, choose Reporting Resource Hierarchy. The hierarchy level settings or the hierarchy display explosion from a certain resource has no effect on capacity cumulated using the resource hierarchy. These settings are only relevant for the hierarchy display.

60 April 2001


Deleting Assignments to the Resource Hierarchy

Deleting Assignments to the Resource Hierarchy Prerequisites Assignments of resources to a hierarchy can only be deleted in the hierarchy graphic in hierarchy maintenance. They cannot be deleted in resource maintenance.

Procedure 1. Choose Logistics Production - Process Master Data Resources Hierarchy

Change.

2. Enter the plant and the resource hierarchy and choose .

The hierarchy graphic appears.

3. Select the subordinate resource whose assignment you want to delete.

4. Choose .

Result The resource assignment is deleted. The resource can be reassigned.

April 2001 61


Resource Networks

Resource Networks Definition A resource network describes the physical links between resources such as processing units of a line (vessels, reactors). It describes the flow of materials through a line or plant.

Use You often have to use processing units in a specific sequence. To specify the sequence in which the resources are used, you can define predecessor and successor relationships between resources in the form of resource networks.

If several resources are available that can be used for similar purposes, it is a good idea to decide which ones to use just before production begins. For this purpose, you can define a planning resource that is only used for planning and represents several resources that can be used in the same way.

Integration You use resource networks in process planning when you want to specify in which sequence the resources can be used in production.

Resource networks are used in the process order during resource selection.

62 April 2001


Example: Resource Network

Example: Resource Network The following graphic shows the relationships of different resources in a resource network. The network represents the sequence in which the resources are used in the production of a batch. For example, charging takes place in charge vessel B1 before the material is processed in reaction vessel R1; both actions occur before the material is discharged from the cooling tank E1. The resources B1 and R1 are in a predecessor-successor relationship with each other, as is the case for the resources R1 and E1.

The reaction vessels R1 and R2 represent equal resources. In the production process, either one can be selected for the transfer of the batch from charge vessel B1 to a reaction vessel. R1 and R2 can be replaced by a planning resource in the planning phase.

Charging Reaction Discharging

B1

R2

R3B2

R1

E1

April 2001 63


Creating a Resource Network

Creating a Resource Network Purpose You use resource networks [Page 62] to specify the sequence in which the resources are to be used in production.

In this process, you create a resource network, assign resources to it, and specify certain predecessor / successor relationships between the resources.

Prerequisites The resources used are already created in the system.

Process Flow 1. In resource network maintenance, you create a resource network (see also Creating a

Resource Network [Page 65]).

2. You assign resources to the resource network. You can use a network graphic to do this (see also Assigning Resources to a Resource Network [Page 66]).

3. You determine predecessor / successor relationships between the assigned resources.

4. If required, you can display the connections in resource maintenance or in resource network maintenance.

5. You save the resource network.

64 April 2001


Creating a Resource Network

Creating a Resource Network Procedure

1. Choose Logistics Production - Process Master Data Resources Resource Network Create. The Create Resource Network screen appears.

2. Enter the resource network and plant and choose .

The Header Data screen appears.

3. Enter a description of the resource network and the person responsible.

4. Choose if you do not want to continue processing the data.

Result You can now assign the resources to the resource network and connect them. For more information on how to do this, see Assigning Resources to a Resource Network [Page 66].

April 2001 65


Assigning Resources to a Resource Network

Assigning Resources to a Resource Network Prerequisites You have created several resources and a resource network.

Procedure 1. Choose Logistics Production - Process Master Data Resources

Resource Network Change. 2. Enter the resource network and plant and choose Resource allocation.

The Resource Allocation screen appears. Here you can select a resource.

A list of the selected resources appears in the Assignments group box.

3. Select the resources you want to assign to the network and choose .

4. Choose Connect.

A pencil appears as part of your cursor.

5. Connect the predecessor resources with their successor resources.

6. Choose Back to exit the graphic.

7. Choose .

8. If you want to assign further resources, choose Resource allocation and then New assignments in the change mode.

Continue as described above.

The assignments can either be displayed in resource maintenance or in resource network maintenance. You can only make new assignments and changes, however, in the create or change modes in resource network maintenance.

66 April 2001


Displaying a Resource Network

Displaying a Resource Network Prerequisites You have assigned resources to a resource network.

The assignments can either be displayed in resource maintenance or in resource network maintenance. You can only make new assignments and changes, however, in the create or change modes in resource network maintenance.

Procedures Displaying in resource maintenance:

1. Choose Logistics Production - Process Master Data Resources Resource Display.

2. Enter the plant and the resource you have assigned to a network and choose Goto Network Relationships.

The Position within Networks screen appears. This screen contains the name of the resource network to which this resource is assigned.

3. Choose Goto Network Relationships Detail to display the predecessor or successor resources of the selected resource.

On the Relationship detail screen, the name of the resource network to which the selected resource is assigned as well as the resources connected to it are displayed.

4. You can choose Goto Network Graphic to display the network graphic from here. Displaying in resource network maintenance:

1. Choose Logistics Production - Process Master Data Resources Resource network Display.

2. Choose Goto Resource allocation. A list of the selected resources appears in the Assignments group box.

3. Choose to display the resource network graphically.

April 2001 67


Deleting Assignments to a Resource Network

Deleting Assignments to a Resource Network Prerequisites You can only delete assignments of resources to a resource network in the network graphic from resource network maintenance. You cannot delete assignments in resource maintenance.

Procedure 1. Choose Logistics Production - Process Master Data Resources Resource

Network Change. 2. Choose to call up the resource network graphic.

3. Select the resource whose assignment you want to delete.

4. Choose Delete and confirm.

The resource is no longer assigned to the current resource network.

68 April 2001


Capacities

Capacities Definition Capacity is the ability to perform a certain task.

Capacities are divided into capacity categories. They are arranged hierarchically below the resource.

Structure You can create the following capacities:

Resource capacities

Pooled capacities

Reference capacities

Default capacities

Resource Capacities Resource capacities are assigned to a resource. Several capacities can be assigned to one resource. These capacities are divided into capacity categories. You can assign each capacity category to a resource once.

Capacity categories are, for example:

Ca

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