Resources

Transaction /DBME/WMA_MENU_USER

Select in the menu following entry

Create and maintain Resources

Usage

One of the basic objects for the planning is the resource. The resource is the object base for enabling the company to deliver the demand. The resource is defined by the resource ID and the resource type. The resource type is defined in the customizing.

A resource type can be:

• Person
• Replacement Car
• Room
• Tool
• Bay

The resource type must be assigned to a resource role in the customizing. With the resource role the planning engine finds the correct resource for the demands.

Example:

Determine Demand Type with Job Catalog

In the defined work “Oil check” the demand type WORK_GEN is assigned. In the Planning procedure of the Appointment Scheduling the Demand type “WORK_GEN” is assigned to the resource role “WORKER”.

Assignment Demand Type to Resource Rule with the Planning Procedure

The Planning tool is looking only for resources assigned to the resource role “Worker”.

The Resource is a DBM|E specific object. The resource can be defined in DBM|E Service Resource Scheduling or transferred from the SAP HCM.

With the button “New Entries“ a new resource can be created.

Maintain Resources

Creating a new resource the following fields must be maintained:

• Resource ID:                              Key of the hierarchy node; there is no limitation of characters (32) and case-sensitive
• Resource Description                This can be the name of the Worker, Room etc. The filed is character 50 and case-sensitive. The information is shown e.g. in the Workshop Planning

Resource name (Description) in the Workshop Planner

• Resource Description 2 and 3                 --         
• Resource Type                                     Defines the type of resources. The resource type can be defined in the customizing. The Resource type is assigned to possible resource roles. The resource type can be assigned in the resource planner. The resource role is considered in the planning                                                                    (Planning procedure).
• Belongs to Hierarchy ID                      The default hierarchy ID, the resource is shown. This depends on the hierarchy Id assigned to the SAP User. In the SAP UI5 Application only resource for assignment shown which are on a lower level as the assigned hierarchy ID.
• Working Model ID                               This is the standard model how to display free time in the calendar overview of the RPL and WPL

Select a resource and click on the left area on “Availability”

Maintain Availability of a Resource

In the screen “Availability” the working model (Working hours), the availability and valid time range can be maintained

Maintain Availability of a Resource

The availability can also be maintained with the SAP UI5 application “Resource Planner”.

• Max resource consumption

Defining max resource consumption protects dealers against short-staffed. If customers schedule an appointment on their own, system will show few available dates. From dealer point of view (UI5) more available options will show up. It is a secure solution in case of absence of few workers at the same time.

Define max consumption

• Assignment of pictures to resources

System allows to assign photo to a resource. It helps identify person not only by written name and surname but also by assigned avatar. Only few following SAP steps need to be taken.

Assign avatar option

Table with existing resources will be shown after clicking “assign avatar”. If picture should be assigned to resource, it is necessary to select it and click on “assign picture” tile. Added photo will pop up in the right side of the screen.

Picture assignment