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.
  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.

    6. 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.

    7. 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.
  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 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.