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MRS (Multi Resource Scheduling) in SAP
… 1 MRS is one of the critical area of SAP where hardly any consultant available.
In this post I have tried to explain end to end step for implementation of SAP
… 1 MRS and also guide you to integrate with SAP PS and HR module.
1
Introduction to MRS
…
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MRS (Multi Resource Scheduling) in SAP | Jay's blog http://dhananjay167.blogspot.com/2011/11/mrs-multi-resource-schedulin...
1 Basic Settings
a. Status
In SAP, all the statuses are 4 Character statuses and these are language
dependent. Moreover, this 4 character status can be customized also. The
system statuses are delivered by SAP and the user statuses are customized
at each customer location.
So, a status that represents 'Work has started' for an assignment could be
customized differently at each customer location. I can call it STRT and you
can call it BEGN.
If in MRS we were to code some logic that depends on statuses, then it would
be big mess if we coded based on the 4 character statuses STRT or BEGN
(because they would be different for different customers). So inside MRS we
use "Abstract status" which can be mapped to the concrete statuses.
Thus the MRS code always depends upon the abstract status and on the UI,
we always continue to show the 4 character concrete statuses (because this
is what is shown in all other SAP applications and users are comfortable with
this)
2. Assign Status
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MRS (Multi Resource Scheduling) in SAP | Jay's blog http://dhananjay167.blogspot.com/2011/11/mrs-multi-resource-schedulin...
You can assign exactly one abstract status to a concrete status. However, an
abstract status can be mapped to multiple concrete statuses.
… 10
b. Define RP Node and Evaluation paths
… 1 In this customizing node you will define the object type the system will use as
Resource planning node and the related evaluation paths.
… 1 Here, I will explain the R/3 Scenario (because I have no experience of other
scenarios ).
3
Resource planner and Contact persons: Define here the object type used
…
to identify a Resource Planner and Contact Person. You can chose between
P(Person) or US(User). If you specify Person, the system retrieves the
contact data for the resource planners from the HR master record. If you
specify User, the system retrieves the contact data for the resource planner
from the user master record.
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these planning nodes, then he cannot create / change the assignment or time
allocations for this resource.
Eval Path for higher level RP nodes: This evaluation path is used to find the
parent org units for a given org unit. This is used at many places. For instance
during the authorization checks also to determine if the planner is authorized
… 10
for higher org units.
… 1 EP: Dir assigned RP Node for Resource planner: As the name suggests,
this evaluation path will get the directly assigned resource planning node for a
… 1 resource planner. This is used in transaction /MRSS/PLBOTIME to find the
RP Node for the current user. It is also used in the lean planning board
transactions.
MRS (Multi Reso… 24
EP: Dir assigned RP Node for contact person: As the name suggests, this
… 1
evaluation path will get the directly assigned resource planning node for a
contact person. This is used in the transaction /MRSS/RAP_CP.
… 3
Log. Work center to RP Node: This evaluation path is used to find the work
center connected to a Resource planning node. This EP is used to determine
the work center during the back integration. For example if you change the
assignment to planning node for a demand in planning board, the appropriate
work center must be written back.
RP Node to work center: This evaluation path is used to find the Resource
planning node from a given work center. This EP is used in the forwards
integration of PM/CS and PS demands. Here, from the work center of the
activity or operation the system determined the planning node and assigns
the demand to that planning node.
Person to Work center: This evaluation path will find the persons attached to
a work center. This EP is used during the automatic assignment creation to
determine the resources from a work center.
Work center to Person: This evaluation path finds the work center for a
person. The system uses this EP during the back integration to determine the
technician work center of the resource.
Time Allocation types are defined in the customizing node MRS Basis->Define
Time Allocation Types.
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MRS (Multi Resource Scheduling) in SAP | Jay's blog http://dhananjay167.blogspot.com/2011/11/mrs-multi-resource-schedulin...
To know about what are time allocations, read the page Time Allocation.
Here, you define the types of individual time allocations and determine the
parameters required to calculate the time availability of a resource. The time
availability of a resource is calculated using the sum of all time allocations (for
example, Monday to Thursday from 8:00 to 18:00 and Friday from 8:00 to
… 10 14:00).
Each assignment can have a specific type, such as WORK for working time,
… 1
ILL for illness, and so on. You can assign the following attributes to each time
allocation type:
… 1
· "Available" or "Not available"
MRS (Multi Reso… 24
· A standard priority
… 1 · An exception indicator for the time allocation that specifies that this
time allocation type does not form part of basic availability
3
(normal working times)
…
Example
You define a time allocation type for illness. You define a time allocation type
"ILL" for the absence type illness. Since a resource is not available when ill,
you assign the availability 0. You then define the standard priority of this
absence.
You have defined a value range from (-64) to 64 for your priorities, where
(-64) is the lowest priority and 64 the highest. Since employees are never
available when they are ill, you assign the time allocation type the priority 64.
Since ILL does not form part of the "normal" working times, you mark it as an
exceptional time allocation type.
You then enter "ILL" as the short text and "ILLNESS" as the long text.
The time allocation types defined in the previous step must be assigned to
resource types. Then only they can be used in Planning board.
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MRS (Multi Resource Scheduling) in SAP | Jay's blog http://dhananjay167.blogspot.com/2011/11/mrs-multi-resource-schedulin...
You also have to specify a time allocation type with which the availabilities of
the tool are to be created in MRS Basis. This time allocation type is required
when the tool is used for the first time.
Example: AVAIL. This time allocation type must have availability type '1-
Available' and exception indicator set to space.
… 10
Functions and Features
… 1
Adding customer specific alerts in MRS 610
… 1 The MRS solution provides you the architecture to create your own alerts
based on custom code and view them in alert monitor in planning board.
Step 0: Create a new message type in SE91. This will be the message that
appears in the alert monitor.
Step 1: Create a new check class. Let's call it ZCL_MY_CHECKS. This class
must implement the interface /MRSS/IF_SGE_CHECK. Here you need to
define all 4 methods of this interface.
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MRS (Multi Resource Scheduling) in SAP | Jay's blog http://dhananjay167.blogspot.com/2011/11/mrs-multi-resource-schedulin...
Alert components and types: When creating alerts you need to provide the
component type and guide. The component is the object for which alerts is
created. For e.g. if I create a alert for resource unavailability, then the
component type will be 'D' for resource and the component guide will be
resource guide. Also, we can populate additional components for an alert
message. For e.g. in this case I can populate the Assignment guide and
Demand guide in additional components. This is populated in structure:
/MRSS/T_ALERTDATA.
The methods of object for alerts (imported in INITIALIZE method above) must
be used to create, modify, delete alerts. Check the methods provided by
interface: /MRSS/IF_SGA_ALERT_INT.
In your coding, you should only call the methods of this interface to create or
modify alerts.
Step 3 - Customization:
Add you class to list of check classes. This will be done in: Set Up
Scheduler Workplace -> Workplace Profiles -> Check Profile -> Define
Classes for Performing the Checks. When you do this, your class will
also be called when ever checks for alerts are called.
Add your check class in your check profile. This check profile is in turn
linked to the planning board profile. This is done in: Set Up Scheduler
Workplace -> Workplace Profiles -> Check Profile -> Define Check
Profiles
Define your new alert type in customizing : Set Up Scheduler Workplace
-> Workplace Profiles -> Alert Profile -> Define Alert Types
Define your new alert message number in your alert profile. This is done
in customizing: Set Up Scheduler Workplace -> Workplace Profiles ->
Alert Profile ->Define Alert Profiles
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MRS (Multi Resource Scheduling) in SAP | Jay's blog http://dhananjay167.blogspot.com/2011/11/mrs-multi-resource-schedulin...
That's all. Then launch your planning board and your checks and alerts are
active.
Planning board
1 Optimizer
… 10
The optimization function in MRS enables the scheduler to create optimized
schedule for their technicians. The strategies of optimizer can be configured.
… 1
Thus the optimizer can be used to create schedules such that: Travel time is
minimum OR Utilization of resources is maximum OR Overtime for
… 1 technicians is minimum OR any other strategy which is suitable for the
customer.
MRS (Multi Reso… 24
The Relevant data for Optimizer:
… 1
Technician: The availability information of the technician. His working times,
breaks etc. The starting location of the technician and his qualifications.
… 3 Orders: The location of the customer (address), the time window where the
operation can be executed, the required qualifications to complete the task.
The optimizer takes this data from MRS and will propose an optimized
schedule which will result in minimum cost.
The Utilization report in MRS show the utilization of a Single Org unit, a
Resource, or a group of Org units.
To view the utilization of a single resource, right click on the resource box in
the MRS Planning board grant and select the option: "Resource Utilization".
The utilization report makes use of bar chart control to show the utilization
values in form of Bars, Area, Lines etc. Some salient features of this report
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MRS (Multi Resource Scheduling) in SAP | Jay's blog http://dhananjay167.blogspot.com/2011/11/mrs-multi-resource-schedulin...
are:
… 1
3 Test Work Center scheduling functionalities
MRS (Multi Reso… 24
MRS is also capable of Work Center Scheduling or Capacity Planning. This
feature is available from SP03 release onwards.
… 1
Before you kick start to test the work center scheduling functions, please
… 3 make sure that all the steps described in Set up Planning board in 15 minutes! are
completed. After that follow the below steps:
Step 1: Define the duration of work center breaks in MRS customizing. This is
defined in: Set Up Scheduler Workplace->Define Breaks for Work Centers.
Note: This is an optional customizing.
Step 2: Run the work center transfer report /MRSS/SGE_PN_MNT. Enter the
work centers that you want to transfer.
Step 3: Create new PM/CS Orders or PS Networks (capacity planning
relevant) and save them. Maintain some relationships also between different
operations / activities.
Step 4: Launch the planning board with transaction /MRSS/PLBOSRV with the
orders that you have created in previous step. Switch to Demand Planning
layout from the Planning board menu to see the work center capacity
information.
Here, you should see that the work center capacity and dispatching
information is shown on the planning board.
Step 5: Move any of the operations ahead in time. Trigger scheduling for the
Order.
Check that other related operations should also move accordingly. Also, the
capacity of the work center must be calculated accordingly.
Troubleshooting:
The work center cannot be seen on the planning board - Check that you
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MRS (Multi Resource Scheduling) in SAP | Jay's blog http://dhananjay167.blogspot.com/2011/11/mrs-multi-resource-schedulin...
… 1 Step 0: Check if the system is ready for tests. Check the following points. If
one or more checks fail - write a mail to the system administrator and get it
24 resolved before proceeding for testing.
MRS (Multi Reso…
Check in table T000 if the logical system for the defined for the testing
… 1 client.
Check that the system is open for customizing changes and correction
… 3 changes.
If the testing client is not delivery client (000) then make sure that the
delivery customizing is imported before you proceed.
Step 1: Make sure that you have employees created in your SAP HR system
and make sure that the work schedule is created.
Step 2: In transaction PPOME check that the resources are assigned to the
org units (positions).
Step 3: Customize settings in MRS (transaction /MRSS/IMG). Note: Maintain
only the settings described here. Do not maintain / change any other MRS
customizing. This will be a test to check if the delivery customizing is
maintained correctly or not!
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MRS (Multi Resource Scheduling) in SAP | Jay's blog http://dhananjay167.blogspot.com/2011/11/mrs-multi-resource-schedulin...
integration, the linked Org unit for a work center can be found.
… 3
What have we tested?
With the above 15 minute test - we have validated following points:
Troubleshooting:
The Order I created does not appear on the planning board - Check the
customizing in step 3-d. Confirm the note in step 5 has been correctly
implemented. Check that the work center is correctly created as
described in step 6. If you still don't get the order... raise a flag!
I can see the resources in planning board but the work timings are weird -
Check your customizing in steps 3-a, 3-b and 3-c. If necessary, delete the
resource data using the same report and run the availability transfer
report once again after correcting the customizing. If you still don't see
the correct data... raise a flag!
For setting up the PS MRS Integration, the Step 0 to Step 4 you can contact
me.
Step 5: Implement the note 1135512 for PS integration. This note has
automatic corrections as well as manual steps to be followed.
For the time being, just skip all the manual steps. Only follow the automatic
corrections. Thus we will test the work center planning integration (Integration
based on Work centers). Later on we will implement the manual steps also
and we will thus activate the resource planning integration.
Step 6: Check that in CR03, the work center (that you plan to use) has the
HRMS link to the org units.
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Troubleshooting:
The Order I created does not appear on the planning board - Check the
customizing in step 7. Confirm the note in step 5 has been correctly
implemented. If you still don't get the order... raise a flag!
After testing the PS Integration for work center planning, it is not time to test
the PS integration for Resource Planning. After you have successfully
completed the previous steps, follow the below steps now:
Step 1: Implement the note 1135512 for PS integration. This time, you have to
implement only the manual steps given in the note. Follow all the steps given
in the long text of the note.
Important: If you have note implemented the automatic corrections yet, please
implement them also.
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MRS (Multi Resource Scheduling) in SAP | Jay's blog http://dhananjay167.blogspot.com/2011/11/mrs-multi-resource-schedulin...
c) Make sure that the status profile for networks has a status STPL defined.
MRS (Multi Reso… 24
This is done in SPRO transaction.
… 1
d) Basic Settings->Assign ERP Objects->Status->Assign Status - Here, map
the abstract status START_PLAN to STPL.
… 3
Step 3: Create a Contact Person and Resource Planner for the Organizational
units that you want to use. This can be done in transaction PPOME.
Step 5: Launch the planning board for your selected org unit. Here you should
see your network and the resources also.
Troubleshooting:
The Order I created does not appear on the planning board - Check the
customizing in step 2. Confirm the note in step 1 has been correctly
implemented. If you still don't get the order... raise a flag!
The 'Start of Planning Flag' is cleared automatically - Check the status
customizing in step 2. Pay special attention to the status language in
customizing.
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MRS (Multi Resource Scheduling) in SAP | Jay's blog http://dhananjay167.blogspot.com/2011/11/mrs-multi-resource-schedulin...
Before you kick start to test the work center scheduling functions. After that
follow the below steps:
Step 1: Define the duration of work center breaks in MRS customizing. This is
… 10
defined in: Set Up Scheduler Workplace->Define Breaks for Work Centers.
Note: This is an optional customizing.
… 1 Step 2: Run the work center transfer report /MRSS/SGE_PN_MNT. Enter the
work centers that you want to transfer.
… 1 Step 3: Create new PM/CS Orders or PS Networks (capacity planning
relevant) and save them. Maintain some relationships also between different
operations / activities.
MRS (Multi Reso… 24
Step 4: Launch the planning board with transaction /MRSS/PLBOSRV with the
orders that you have created in previous step. Switch to Demand Planning
… 1
layout from the Planning board menu to see the work center capacity
information.
… 3 Here, you should see that the work center capacity and dispatching
information is shown on the planning board.
Step 5: Move any of the operations ahead in time. Trigger scheduling for the
Order.
Check that other related operations should also move accordingly. Also, the
capacity of the work center must be calculated accordingly.
Troubleshooting:
The work center cannot be seen on the planning board - Check that you
have successfully transferred the work center as described in step 2.
The capacity utilization of the work center is shown incorrectly for the old
order - Save the order again and then relaunch the planning board. It
should work fine. If you still get problems - raise a flag!
MRS Tutorials
1 Work Center Planning in MRS
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MRS (Multi Resource Scheduling) in SAP | Jay's blog http://dhananjay167.blogspot.com/2011/11/mrs-multi-resource-schedulin...
In order to use this function, you must first transfer the work center to MRS.
This is done by executing the report: /MRSS/SGE_PN_MNT.
… 10
2 Travel times in MRS 610
… 1
The current version of MRS - MRS 610 is equipped with lot of new features.
You can now visualize the travel time for your technicians if they are traveling
… 1 to a customer location to complete the work.
You can switch between different layouts easily and you can also default a
layout in your user settings.
You can create assignments via drag-drop or by drawing on the Gantt chart.
You can also move them. You can undo and redo your work multiple times
and then finally save your work.
Enhancements in MRS
In this section, you can find how to enhance SAP solution MRS to cater to
your custom needs.
This section will explain about the MRS BADIs and enhancements, how they
can be implemented and in which scenarios which Badi needs to be
implemented.
Lot of customers wonder if they can change the sequence of the resources in
Planning board. The standard planning board by default sorts the resources
based on their name.
However, if you wish to change the sort sequence, then you can do so. There
is no customizing option to do that, but a BADI is available that can be used to
change the sorting sequence.
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import a list of resource and its data. You can then change the sequence and
export the resources back with new sort order.
In this method all the necessary information like: Resource Guide, Name,
Org unit information is available. Based on these details, customers can
decide their sort sequence.
… 10
Posted 24th November 2011 by Dhananjay
… 1
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