Librería ERP — Sample | libreriaerp.com/us | info@libreriaerp.
com
S43600
Exploring Resource Scheduling for
SAP S/4HANA Asset Management
.
.
PARTICIPANT HANDBOOK
INSTRUCTOR-LED TRAINING
.
Course Version: 26
Course Duration: 4 Hours
Material Number: 50164950
Librería ERP — Sample | libreriaerp.com/us | [email protected]
Librería ERP — Sample | libreriaerp.com/us |
[email protected]Librería ERP — Sample | libreriaerp.com/us | [email protected]
Librería ERP — Sample | libreriaerp.com/us |
[email protected]SAP Copyrights, Trademarks and
Disclaimers
© 2024 SAP SE or an SAP affiliate company. All rights reserved.
No part of this publication may be reproduced or transmitted in any form or for any purpose without the
express permission of SAP SE or an SAP affiliate company.
SAP and other SAP products and services mentioned herein as well as their respective logos are
trademarks or registered trademarks of SAP SE (or an SAP affiliate company) in Germany and other
countries. Please see https://www.sap.com/corporate/en/legal/copyright.html for additional
trademark information and notices.
Some software products marketed by SAP SE and its distributors contain proprietary software
components of other software vendors.
National product specifications may vary.
These materials may have been machine translated and may contain grammatical errors or
inaccuracies.
These materials are provided by SAP SE or an SAP affiliate company for informational purposes only,
without representation or warranty of any kind, and SAP SE or its affiliated companies shall not be liable
for errors or omissions with respect to the materials. The only warranties for SAP SE or SAP affiliate
company products and services are those that are set forth in the express warranty statements
accompanying such products and services, if any. Nothing herein should be construed as constituting an
additional warranty.
In particular, SAP SE or its affiliated companies have no obligation to pursue any course of business
outlined in this document or any related presentation, or to develop or release any functionality
mentioned therein. This document, or any related presentation, and SAP SE’s or its affiliated companies’
strategy and possible future developments, products, and/or platform directions and functionality are
all subject to change and may be changed by SAP SE or its affiliated companies at any time for any
reason without notice. The information in this document is not a commitment, promise, or legal
obligation to deliver any material, code, or functionality. All forward-looking statements are subject to
various risks and uncertainties that could cause actual results to differ materially from expectations.
Readers are cautioned not to place undue reliance on these forward-looking statements, which speak
only as of their dates, and they should not be relied upon in making purchasing decisions.
© Copyright. All rights reserved. iii
Librería ERP — Sample | libreriaerp.com/us | [email protected]
Librería ERP — Sample | libreriaerp.com/us |
[email protected]Typographic Conventions
American English is the standard used in this handbook.
The following typographic conventions are also used.
This information is displayed in the instructor’s presentation
Demonstration
Procedure
Warning or Caution
Hint
Related or Additional Information
Facilitated Discussion
User interface control Example text
Window title Example text
iv © Copyright. All rights reserved.
Librería ERP — Sample | libreriaerp.com/us | [email protected]
Librería ERP — Sample | libreriaerp.com/us |
[email protected]Contents
vii Course Overview
1 Unit 1: Fundamentals
3 Lesson: Exploring Steps and Roles Involved
9 Lesson: Checking Work Centers and Users
13 Lesson: Creating Work Load
19 Unit 2: Scheduling Orders with RSH
21 Lesson: Checking Work Center Utilization
25 Lesson: Creating Schedules
29 Lesson: Using the Scheduling Board
35 Lesson: Reviewing Schedules
37 Lesson: Managing Maintenance Schedule for Assets
41 Lesson: Freezing and Tracking Schedules
47 Unit 3: Customizing & Roles
49 Lesson: Exploring Customizing & Roles
© Copyright. All rights reserved. v
Librería ERP — Sample | libreriaerp.com/us | [email protected]
Librería ERP — Sample | libreriaerp.com/us |
[email protected]vi © Copyright. All rights reserved.
Librería ERP — Sample | libreriaerp.com/us | [email protected]
Librería ERP — Sample | libreriaerp.com/us |
[email protected]Course Overview
TARGET AUDIENCE
This course is intended for the following audiences:
● Project Manager
● Project Stakeholder
● Application Consultant
© Copyright. All rights reserved. vii
Librería ERP — Sample | libreriaerp.com/us | [email protected]
Librería ERP — Sample | libreriaerp.com/us |
[email protected]viii © Copyright. All rights reserved.
Librería ERP — Sample | libreriaerp.com/us | [email protected]
Librería ERP — Sample | libreriaerp.com/us |
[email protected] UNIT 1 Fundamentals
Lesson 1
Exploring Steps and Roles Involved 3
Lesson 2
Checking Work Centers and Users 9
Lesson 3
Creating Work Load 13
UNIT OBJECTIVES
● Explore Steps and Roles Involved
● Check Work Centers and Users
● Create Orders
© Copyright. All rights reserved. 1
Librería ERP — Sample | libreriaerp.com/us | [email protected]
Librería ERP — Sample | libreriaerp.com/us |
[email protected]Unit 1: Fundamentals
2 © Copyright. All rights reserved.
Librería ERP — Sample | libreriaerp.com/us | [email protected]
Librería ERP — Sample | libreriaerp.com/us |
[email protected] Unit 1
Lesson 1
Exploring Steps and Roles Involved
LESSON OBJECTIVES
After completing this lesson, you will be able to:
● Explore Steps and Roles Involved
Purpose and Steps
Scheduling within the different Process Models
Figure 1: Process Variants and Scheduling
While scheduling is a separate step in Corrective Maintenance and the variants of the Phase
Model, it is included in the planning step in Emergency Maintenance.
Purpose of RSH
The central idea of SAP S/4HANA Asset Management for Resource Scheduling (RSH) is to
efficiently plan and process your maintenance orders based on the following principles:
● Check and visualize Work Center Utilization
● Find the best execution period
● Simulate different planning variants using Schedules
● Fine tune operation dates using various methods
● Establish a review process for schedules
● Freeze and execute the best schedule
● Monitor schedule attainment
© Copyright. All rights reserved. 3
Librería ERP — Sample | libreriaerp.com/us | [email protected]
Librería ERP — Sample | libreriaerp.com/us |
[email protected]Unit 1: Fundamentals
Via schedules you can first simulate various scheduling variants for a given number of orders.
As the responsible planner you discuss the different variants with a reviewer.
You can fine tune order operations using the Maintenance Scheduling Board (drag & drop,
assign to people, create relationships).
You can then choose the schedule that best fits your needs and freeze it. In the execution
phase you can then track the individual orders and their operations and monitor schedule
attainment.
You need a separate license for Resource Scheduling (RSH) as it is not included in SAP S/
4HANA.
Sequence of Steps
Figure 2: Steps in Resource Scheduling
Create Work Load
Work load for maintenance work centers is created either by maintenance orders called
from maintenance plans (proactive / preventive maintenance) or by manually created
orders (corrective / reactive maintenance etc.).
From a process point of view Resource Scheduling is used during the scheduling phase. If
you use the phase model, maintenance orders have already been approved and released
when they enter the scheduling phase.
If you do not use the phase model, order approval is optional - but orders have also been
released when scheduling starts.
Plan & Schedule
Detailed planning starts with checking work center utilization in app Resource Planning
for Maintenance Planners. For operational maintenance the operations of relevant orders
will be selected and added to a schedule. Within the schedule start and end dates/times
can be refined. After this you can visualize and further adapt order operations with the
Maintenance Scheduling Board.
4 © Copyright. All rights reserved.
Librería ERP — Sample | libreriaerp.com/us | [email protected]
Librería ERP — Sample | libreriaerp.com/us |
[email protected] Lesson: Exploring Steps and Roles Involved
For event-based maintenance you can assign orders to a maintenance event and
visualize the maintenance event (Maintenance Schedule for Assets).
You can also assign a person to each operation. This is only possible if you have created
business users with a business partner assignment (see next lesson). The assignment of
a person to an operation can be changed during the scheduling process.
Review & Finalize
A schedule created by a maintenance planner can be shared with a Reviewer. The
reviewer can check the schedule within a separate app and can add comments via the
Activity Log. You can have multiple schedules representing different approaches.
Once a schedule has been chosen and the review has been finished, the operations are
dispatched - which means that start and end dates/times as well as the performing work
centers are confirmed. Dispatching can be canceled - and planning can be adapted.
After dispatching the schedule will be frozen in order to monitor the schedule attainment.
Freezing a schedule cannot be canceled. Schedule Freezing must be activated in
Customizing first.
Execute & Track
Execution of the planned work starts when the schedule start date has been reached. Via
app Manage Schedules it is possible to monitor and track work. Once an operation
receives its final confirmation, the system compares the confirmation date with the
planned date of the schedule and displays the schedule attainment accordingly.
Roles Involved
The scheduling sub-process is part of process Corrective Maintenance (where it is optional)
and the processes using the phase model such aus Reactive Maintenance, Procative
Maintenance, Improvement Maintenance and Operational and Overhead Maintenance.
The scheduling sub-process uses the following roles:
● RSH Scheduler
● RSH Reviewer
Figure 3: Roles involved in Resource Scheduling
Scheduler Kathy performs the following tasks:
● Check work center utilization considering all possible order types
© Copyright. All rights reserved. 5
Librería ERP — Sample | libreriaerp.com/us | [email protected]
Librería ERP — Sample | libreriaerp.com/us |
[email protected]Unit 1: Fundamentals
● Select orders and their operations and add them to a schedule
● Schedule and refine the newly created schedule(s)
● Assign persons to order operations
● Share schedule(s) with RSH Reviewer
● Dispatch orders once dates and resources have been checked
Figure 4: Scheduler Kathy
Planner Samar performs the following tasks:
● Create emergency or planned orders
● Monitor maintenance plans and their call objects
● Plan and release orders
● Review schedules
● Track the attainment of schedules
Figure 5: Planner Samar
6 © Copyright. All rights reserved.
Librería ERP — Sample | libreriaerp.com/us | [email protected]
Librería ERP — Sample | libreriaerp.com/us |
[email protected] Lesson: Exploring Steps and Roles Involved
LESSON SUMMARY
You should now be able to:
● Explore Steps and Roles Involved
© Copyright. All rights reserved. 7
Librería ERP — Sample | libreriaerp.com/us | [email protected]
Librería ERP — Sample | libreriaerp.com/us |
[email protected]Unit 1: Fundamentals
8 © Copyright. All rights reserved.
Librería ERP — Sample | libreriaerp.com/us | [email protected]
Librería ERP — Sample | libreriaerp.com/us |
[email protected] Unit 1
Lesson 2
Checking Work Centers and Users
LESSON OBJECTIVES
After completing this lesson, you will be able to:
● Check Work Centers and Users
Work Centers
Resource Scheduling basically relies on the same master data as used in Standard Asset
Management.
Therefore, the units of capacity used in Resource Scheduling are the Maintenance Work
Centers used in Standard Asset Management.
Also, the different functions of work centers are the same as known in Asset Management:
● Main (= responsible) work center in the master record of equipment and functional
location
● Main work center in a maintenance item
● Main work center in the header of a task list
● Performing work center in the operations of a task list
● Main work center in the order header
● Performing work center in the operations of an order
© Copyright. All rights reserved. 9
Librería ERP — Sample | libreriaerp.com/us | [email protected]
Librería ERP — Sample | libreriaerp.com/us |
[email protected]Unit 1: Fundamentals
Figure 6: Work Center
For use in Resource Scheduling, it is important that the Standard Available Capacity in the
Capacity Header Data is defined.
Depending on how capacity planning is to be carried out, work centers can be set up in
different ways.
Work Centers with HR assignment
If you want to assign order operations to responsible persons in order to document who
performs the operation, the work center must be set up with an HR assignment. This means
that organizational units, positions and personnel numbers have to be imported from the HR
system and assigned to the work center.
10 © Copyright. All rights reserved.
Librería ERP — Sample | libreriaerp.com/us | [email protected]
Librería ERP — Sample | libreriaerp.com/us |
[email protected] Lesson: Checking Work Centers and Users
Figure 7: Work Center with HR Assignment
Watch the demo showing how to check work centers with HR assignment.
Work Centers without HR assignment
If you want to plan your maintenance orders on the work center level without using
responsible persons the HR assignment is not necessary.
Business Users
To log on to an SAP system, every user needs an SAP User, which holds the different logon
parameters, the roles combined with access rights, and so on. The SAP User is coupled with
the Personnel Number and the Business Partner. So, when a user logs on to an SAP S/
4HANA system, all different perspectives and data views of this user are covered.
The Business Partner in SAP S/4HANA is the mandatory approach to create master data
such as persons, groups of persons and organizations. Examples are customer, vendor,
personnel number, and so on. Each personnel number has a mandatory business partner
assigned.
The Personnel Number is the business object used in HR to describe an employee with all its
different data.
© Copyright. All rights reserved. 11
Librería ERP — Sample | libreriaerp.com/us | [email protected]
Librería ERP — Sample | libreriaerp.com/us |
[email protected]Unit 1: Fundamentals
Figure 8: SAP User, Personnel Number and Business Partner
LESSON SUMMARY
You should now be able to:
● Check Work Centers and Users
12 © Copyright. All rights reserved.
Librería ERP — Sample | libreriaerp.com/us | [email protected]
