SAP Multiresource Scheduling (MRS) By Ghaz_Khan
This document provides details for conguration & customizat customization ion of dierent modules in SAP MRS( Multi Resource Scheduling)
MRS has several very useful functionality. If you take a quick look at MRS conguration steps you !ill realize that there are "ore steps than conguration of several of the S#$ Mo%ules. MRS can be linked to several SAP Modules (PM, PS, PPM, CRM, HCM etc.) which mean ou will need hel! "rom consultants o" those modules too. #i$erences between di$erent demands % Keep in "in% that there are serious %i&erences 'et!een i"ple"enting MRS for $M $S (RM or $$M. )or e*a"ple MRS for $M !orks !ith stan%ar% $M operation el%s. +n the other han% MRS for $S net!orks requires ne! custo" enhance"ent ta' an% several custo" el%s &ork centers % +ne of the key o',ects of sche%uling are -ork (enters 'y !hich you recor% your resources. ou nee% to %eter"ine ho! %o you !ant to represent the in%ivi%ual capacities in your !ork centers. MRS has huge /e*i'ility to calculate the availa'ility of in%ivi%uals. But !hat I suggest is to focus on one of the follo!ing t!o possi'le 0R12ogistics integration "etho%s3 •
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Create one HR &ork Center "or 'ach ogistics &ork Center In this option4 there !ill 'e a 535 relationship 'et!een logistics !ork centers an% 0R -ork (enters. -hat I reco""en% is assigning positions to the 0R -ork (enters an% nally assigning in%ivi%uals to the positions. Create one HR *rg +nit "or each ogistics &ork Center 6his option is only feasi'le if your 0R +rganizational Structure is co"pati'le !ith your !ork center organization. )or e*a"ple if the 0R +rganizational 7nits re/ect the "aintenance !ork tea"s then this option can 'e use%.
+ther options are still availa'le 8like the classical assign"ent of in%ivi%ual capacities to the logistics !ork center capacities etc.9 as MRS gives you a /e*i'ility to control %i&erent types of organizational structuring !ith the help of evaluation paths. +ne "a,or option is using Business $artners instea% of logistics !ork centers for sche%uling an% assign"ents !hich is not covere% in this %ocu"ent.
HR 'valuation Paths : MRS heavily uses evaluation paths !hile %eter"ining several %ata ele"ents like responsi'le resource planners in%ivi%uals assigne% to each !ork center the availa'ility of in%ivi%uals for a specic !ork center etc. (heck the stan%ar% MRS evaluation paths !ith your 0R (onsultants an% try to un%erstan% the usage of the" in MRS. -rong usage of evaluation paths !ill en% up !ith "iscalculation of availa'le resources. (heck the MRS (onguration Step ;
valuation $aths? to un%erstan% %i&erent usage of evaluation paths.
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HR #ata reuirements 0R $ersonnel
Con-guration and Customiing /eneral Con-guration0 &ork Center HR 1ntegration Con-guration o" Multi!le 2ackend Scenario Con-guration o" PM3CS 1ntegration Con-guration o" PS 1ntegration #emand 4iew 1ntegration &ork5ow Con-guration Con-guration o" cPro6ects 1ntegration Con-guration o" CRM 1ntegration Con-guration o" Persistence aer &ork5ow Customiing 7R'8 Con-guration SAP Multiresource Scheduling 2&'9tractors &ork Center Hia the (usto"izing no%e Assign Work Center Types in the su'1fol%er Assign ERP Objects you #ssign realJ !ork center categories to the a'stract !ork center categories that are use% !ithin S#$ Multiresource Sche%uling. HR 1ntegration If you have an active 0R ResourceJ Resource (lass you have to set up the Confgure Settings or HR Integration (usto"izing activity. 0ere you %ene ho! the 0R Info 6ypes are "appe% against the 6i"e #llocation 6ypes fro" the S#$ Multiresource Sche%uling Basis. 6his (usto"izing is use% for the integration fro" 0R to S#$ Multiresource Sche%uling 8"an%atory9 an% fro" S#$ Multiresource Sche%uling to 0R 8o'ligatory9.
If your S#$ Multiresource Sche%uling an% 0R are not running on the sa"e syste" S#$ Multiresource Sche%uling also nee%s to 'e installe% to the re"ote 0R syste". In this case the (usto"izing settings for S#$ Multiresource Sche%uling %o not nee% to 'e %one in the 0R syste" since only the 0R co""unication part of the S#$ Multiresource Sche%uling !ill 'e use%. )urther"ore you have to custo"ize the R)( (onnection fro" the 0(M Syste" to the Syste" S#$ Multiresource Sche%uling is running in. 6his can 'e %one in the S#$ Multiresource Sche%uling (usto"izing activity Speciy RFC estination o !RS Syste" . 6his is use% in the MRSS0(M_R$6-)MI)J 6ransfer Report an% in the Integration of ti"e allocations to 0R +',ects. If the S#$ Multiresource Sche%uling 0(M $art is transferre% into the 0(M Syste" you have to %o this (usto"izing via transaction SMD@ !ith in ta'le MRSS(_0(M_MRSn% Syste"s. HR #ata "rom Remote Sstem If you use the 0R %ata fro" a re"ote syste" %ene the R)( %estination for this 0R syste" in the SAP !u#tiresource Sc$e%u#ing (usto"izing via HR Integration &' Speciy RFC estination o HR Syste"(
+sing HR #ata If you !ant to use 0R you nee% to tell S#$ Multiresource Sche%uling. 7se the Confgure )asic Settings 8vie! MRSSH_SG>_$R+(9 (usto"izing activity to choose the option 0R Resource Creating HR data ou can create ne! 0R persons !ith transaction $#E@ or use e*isting ones. In 'oth cases you "ust create or "aintain the follo!ing info types in transaction $#D@3 #ction 8info type @@@@9 )or hiring an e"ployee. $ersonal
6he 0R person "ust 'e assigne% to an organizational unit 8or in%irectly assigne% to it 'y a position9. +sing uali-cations ou can use either stan%ar% qualications or specic S#$ Multiresource Sche%uling qualications for your resource planning. If you use specic S#$ Multiresource Sche%uling qualications you can co"'ine qualications in qualication "atrices. 7rans"erring HR data to SAP Multiresource Scheduling 2asis #fter telling S#$ Multiresource Sche%uling you !ill use 0R %ata you nee% to transfer the 0R %ata into the S#$ Multiresource Sche%uling Basis. ou nee% to %o this every ti"e the 0R %ata has change% so itJs a goo% i%ea to use a 'atch ,o' running e.g. every night. 6he transfer is %one using the report MRSS0(M_R$6-)MI). 6his report !ill transfer the resources itself their 0R qualications an% their availa'ility ti"es into the S#$ Multiresource Sche%uling Basis for usage 'y S#$ Multiresource Sche%uling. +sing 2usiness Partners -hen using the 'usiness partners as e"ployees you nee% to create the" using the B$ transaction. +sing ;uali-cations If you !ant to use 0R qualications !ith your 'usiness partner you can "aintain the" using
transaction $$$M. 7rans"er 2usiness Partner +nce they are create% you can use the transaction MRSS-)M_#
In the efne Or%er Integration ro" P!*CS to !RS activity you can %ene !hich net!ork type shoul% 'e transferre% to S#$ Multiresource Sche%uling. ou can also %ene !hether open net!orks shoul% also 'e transferre% 8-. +p. +r%9. +ther!ise the or%er !ill not 'e transferre% if it !as not release%.
Status Con-guration 6he follo!ing i"ple"entation steps have to 'e perfor"e% in the sa"e or%er as "entione%3 >) Creating Status *b6ect 7!e0 a9 Go to 6ransaction BS5C. '9 (reate a ne! +',ect type 8e.g. (< RM (an%i%ate Status +', 9 'y entering o',ect type an% o',ect te*t. ?) Maintaining Status *b6ect 7!e in RM Customiing0 Maintain the status o',ect type create% in step 859 in the ta'le MRSS(_RM_S6_+B. @) Ma!!ing Candidate Status Pro-les to Status *b6ect 7!es0 a9 Go to transaction BS@C '9 Select can%i%ate status prole RM_(#=<5J c9 (lick on +',ect types 'utton %9 Select the status o',ect type create% in step 859 fro" the list of allo!e% o',ect types. e9 Save. f9 Repeat the steps 8a9 to 8e9 for the status prole RM_(#=R +',.no./% 1 Status_o',_key Ref.struc 1 Ionra Key el%s 1 +',nr c9 Save. B) Maintain =umber Range 1nterval "or Status =umber Range *b6ect0 a9 Go to transaction S=R+ '9 >nter +',ect type as MRSS$S6#J an% choose the =u"'er Ranges 'utton. c9 (hoose >%it Intervals 'utton. %9 >nter the %ata as follo!s an% save3
RM Master #ata Settings Con-guration (3MRSS34RMM#A7A)
6he follo!ing el%s have to 'e "aintaine% in (usto"izing for Resource !anage"ent un%er !aster %ata settings &' !aintain settings or Resource !anage"ent 8Hie! MRSSH_RM_M<#6#9.
&ork5ow Con-guration Con-gure 3MRSS3C&<C#PC/ "or RCCMSP= #etermination >) Reci!ient 7!e RCCMSP= So"e or all of the 'elo! recipients !ill receive the alert %epen%ing on the Resource Manage"ent Group as congure% in the ta'le MRSS(_-)_(<$(G3 8a9 S$ =a"e 8'9 Resource (ontact 8c9 (onsulting Manager 8%9 (an%i%ate hi"self can 'e inclu%e%. ?) Con-gure this table "or PC/ as shown below 6here are four types of #gent6ype3 R(6 8Resource (ontact9 (MG 8(onsultant Manager9 S$= 8S$ =a"e9 an% (<6 8(an%i%ate9. 6he ;#l!ays)lag? is the in%icator to sen% the alert to the correspon%ing agent type ;al!ays?. inking Custom Status *b6ect 7!e to &ork5ow *b6ect0 Go to 6ransaction BSH an% link the (usto" status o',ect type 8create% in status conguration a'ove9 an% the -ork/o! o',ect MRSS(< 'ase% on the status_o',_keyJ. +ser !arameters0 MRSSRMS_(MH_+RGI<3 S>2_<>)3 3
S#$ =ote35DF5@N 6his note is require% to activate the integration of co%e1relevant Business #%%1Ins 8B#%Is9 an% e*its for c$ro,ects integration.
Master #ata #e-ne 2usiness Partner 5. 7se transaction 2P. C. (reate Ro#e /enera# an% )0P112 . D. >nter the personnel nu"'er in the E"p#oyee el%. Abstract Status Customiing In the (usto"izing for SAP !u#tiresource Sc$e%u#ing choose )asic Settings Assign ERP Objects Status efne Abstract Status. Maintain the follo!ing a'stract status3 R>S_#22(6< Resource #llocate% R>S_$R+$S< Resource propose% R>S_R>L>(6 Resource re,ecte% R>S_S>2>(6 Resource Selecte% R>S_R>S>RH Resource reserve% R>S_=+6S>2 $ropose% Resource =ot selecte% R>S_$R+$S< Resource $ropose% R>S_R>L>(6 Resource Re,ecte% R>S_R>S>RH Resource Reserve% R>S_S>2>( $ropose% Resource Selecte% R>S_S>2>(6 Resource Selecte% -+RK_S6#R6 -ork starte% -+RK_S6+$ -ork nishe%
Recommendation "or cPro6ects +1 settings If only S#$ Multiresource Sche%uling is use% for staPng !ithin c$ro,ects !e reco""en% to hi%e the staPng process ta' in the c$ro,ects -e' 7I as it shoul% not 'e use% !hen S#$ Multiresource Sche%uling staPng is active. 6o %o so procee% as follo!s3 5. 2aunch the c$ro,ect #pplication. (hoose http3Qyour_hostna"e3Qportsap'c!e'%ynpro sapcpro,ects C. +pen an e*isting c$ro,ect. D. (hoose the Resources ta'. E. Right click on the Sta3ng Process ta'. . (hoose 0ser Settings. N. Select Hi%e ta'.
6he staPng process ta' !ill 'e al!ays hi%%en for the logge% in user. 6o achieve a value set in the Status el% of the !RS ta' the follo!ing (usto"izing is require%3 Maintain an a'stract status in (usto"izing for SAP !u#tiresource Sc$e%u#ing un%er )asic Setting &'Assign ERP Objects Status efne Abstract Status . $rocee% as follo!s3 5. (hoose 4e. Entries. C. $lace your cursor in the Category el% an% choose el% help. D. (hoose the a'stract status create% a'ove. E. (hoose Origin as e"an% Ite" 8user status9 . (hoose Sa,e. -ith these (usto"izing activities %rop %o!n values !ill appear for the Status el% in the c$ro 7I 8 !RS ta' page9. Con-guration o" CRM 1ntegration In or%er to integrate %e"an%s fro" (RM service or%ers the (RM B#
$erfor"ance 2o! e&ort in (usto"izing +pti"ize% solution for S#$ Multiresource Sche%uling
In or%er to congure the S#$ Multiresource Sche%uling Basis you have to %o the follo!ing (usto"izing3 6i"e #llocation 6ypes have to 'e custo"ize% via (usto"izing activity efne Ti"e A##ocation Types. 6i"e allocation types %escri'e the %i&erent ti"e types you !ant to %istinguish in the planning 'oar%. )or e*a"ple you "ight !ant to %ene a type for !orking ti"e an% a type for overti"e !ork. # goo% starting point shoul% 'e the list sho!n 'elo!. -ith the s!itch 'utton availa'ility you can %ene !hether this type is vali% for presence of the resource or not. #lso you can %ene a priority for the type. 6he range reaches fro" 15CO 8lo!est9 to 5CO 8highest9. 7se this to %ene ho! har%J this type is. )or e*a"ple the type 0+2 for holi%ays is %ene% !ith priority 5CO as the resource is %enitely not availa'le. 6hus ti"e allocations !ith higher priority overrule those !ith lo!er priority. 6hat is useful !hen you use se"i1auto"ate% or fully auto"ate% sche%uling. 6hus the sche%uling syste" kno!s !hich ti"es cannot 'e "ove% an% !hich can.
2ackward 1ntegration "rom SAP Multiresource Scheduling to PM3CS S!lits -ith the Sp#its check 'o* you can %ene that the syste" shoul% create or up%ate operation splits in $M(S if assign"ents have 'een create% or change% in S#$ Multiresource Sche%uling. $rerequisite3 6he 535 relationship "ust 'e inactive. +nly then are assign"ents re/ecte% into splits 8or require"ent assign"ents in the or%er operation9 an% vice versa. If the 535 relationship is active then each assign"ent !ill 'e re/ecte% into a separate or%er operation. In this case the Sp#its check 'o* "ust 'e %eactivate%. &ork Center 6he creation of an assign"ent in S#$ Multiresource Sche%uling lea%s to a transfer of the technician !ork center 8assigne% to the resource9 to the or%er operation. -ith the Work Center %rop %o!n list you can control the 'ack integration of the technician !ork center. $rerequisites3 6echnician !ork centers are assigne% to resources via evaluation path (usto"izing. ou "ust ensure that each technician is associate% !ith a separate technician !ork center. If this is not the case the planning !ill not 'e allo!e%. $lease refer to chapter D.5 for "ore %etails. #nother prerequisite is that the 535 relationship 'et!een %e"an% an% assign"ent "ust 'e active. #ates -ith check 'o* ates you can %ene that the syste" allo!s users to change the %e"an% in S#$ Multiresource Sche%uling planning 'oar%. 6hat "eans the user can change the 'egin %ate an% en% %ate of a %e"an%. $rerequisite3 6he 535 relationship "ust 'e active. 0int3 6he syste" !ill transfer the %e"an% changes into the or%er operation an% !ill create constraints on the operation level in ates ta'. #lso the syste" !ill trigger the $M(S sche%uling. #emand
$rerequisites3 6he 535 relationship "ust 'e active an% check 'o* ates "ust 'e active too. 7ravel 7imes -ith check 'o* Tra,e# Ti"es you can %ene that the syste" shoul% up%ate travel ti"es in $M(S if travel ti"es are "aintaine% for an assign"ent in S#$ Multiresource Sche%uling. $rerequisite3 6he 535 relationship "ust 'e active. 0int3 If you !ant to use travel ti"es you have to !ork through (usto"izing part Opti"i-er an% Tra,e# ti"es ->Tra,e# ti"es . #fter conguration travel ti"es !ill 'e %isplaye% in the assign"ent %etails screen an% represente% 'y 'ars on the S#$ Multiresource Sche%uling planning 'oar%.
&ork5ow Customiing 2asic &ork5ow Customiing It is a'solutely necessary that the 2asic &ork5ow Customiing is correct to run the !ork/o!. 6he Runtime 'nvironment part is necessary to e*ecute the stan%ar% !ork/o!. 6he nviron"ent is necessary to %evelop specic !ork/o!s. 6his secon% part is only require% on the %evelop"ent environ"ent. Start !ith Automatic customiing. If several points re"ain re% or yello! it "ight 'e necessary to process the" one 'y one. 1 #ctive plan version @5 shoul% 'e custo"ize% on the syste". 6he active plan version allo!s you to "anage several si"ulations of your enterprise organization an% co"pare the". Generally only one active plan 8@59 is use%. 1 6he -ork/o! a%"inistrator is the user !ho receives "essages !hen an error occurs on a !ork ite". It can 'e any o',ect of the organizational structure 8position function organizational unit9 1 R)(
7R'8 1ntegration Reuirements 6he t!o require"ents 6o setup the 6R>T integration are as follo!s # co"pati'le 6R>T server 8Refer to $ro%uct availa'ility "atri* for T server to 'e "aintaine% in the #B#$ server. 6he R)( %estination has to 'e create% an% connection test shoul% 'e Succesful
7R'8 Con-guration. 6he $ri"ary require"ent is a co"pati'le 6R>T server -hose R)( %estination has to 'e Maintaine%. SAP Multiresource Scheduling 2&'9tractors 6his chapter gives an overvie! to the i"ple"entation tea" responsi'le for B- integration of the S#$ Multiresource Sche%uling syste". Customiing and Package B- (usto"izing3 use transaction S)IW to get infor"ation or change settings in this area. 6he %evelop"ent is locate% in %evelop"ent class 3MRSS3/2&. 2& #ata '9traction0 Assignments #ata #ictionar *b6ects >*tract structure3 MRSS(B-_#SSG=_#66R3 2usiness Content0 #ata Sources =6_#66R has 'een create% for e*traction of assign"ents an% #ssign"ent relate% %ata. It is availa'le as %elivere% version. Selection el% is3 #SSG=_<#6> 8U 'egin of an assign"ent9 =o %elta e*traction is in scope. Program +nits >*tractor function "o%ule3 MRSS(B-_B-_G>6_#SSIG=M>=6 locate% in function group3 MRSS(B-_B-_>T6R#(6+RS. /eneral Program Structure 6he e*tractor progra" create% for %ata source "aintenance has S#$ stan%ar% outlook.
*tract structure3 MRSS<_#2>R6S3 2usiness Content0 #ata Sources R6S_#66R has 'een create% for e*traction of alerts fro" sche%uling. Selection el%s are3 #2>R6_6$> 8alert type9 (+=)IRM< 8alert conr"e%V9 <>2_)2G 8alert %elete%V9 =o %elta e*traction is in scope. Program +nits >*tractor function "o%ule3 MRSS(B-_#2>R6S_G>6_<#6# locate% in function group3 MRSS(B-_#2>R6S_M#$. Alert com!onents o" scheduling !rocess #ata #ictionar *b6ects 6his is an e*isting %ata'ase ta'le for alert co"ponents3 >*tract structure3 MRSS<_(+M$+3 2usiness Content0 #ata Sources R6_(+M$+_#66R has 'een create% for e*traction of alert co"ponents fro" sche%uling process. Selection el%s3 =one. =o %elta e*traction is in scope. Program +nits >*tractor function "o%ule3 MRSS(B-_#2>R6_(+M$+_G>6_<#6# locate% in function group3 MRSS(B-_#2>R6S_M#$.
