Resource Maintenance  

Purpose

In resource maintenance, you maintain the resources, that is, the production facilities and persons involved in the production process in your enterprise. Data maintained here serves as a basis for costing, capacity requirements planning, and scheduling.

If you also use the R/3 personnel system (HR), resource data can be made available for personnel planning. You activate the shared use of the resource with personnel planning via control data for the resource in Customizing.

When you create a resource in Logistics, the system also makes this data available in the personnel system.

If you create a resource for personnel planning, you can decide whether this resource is also relevant for Logistics in the dialog box that appears. If this is the case, you must enter additional data for the resource, such as the plant and task list usage.

Prerequisites

You can create default values in Customizing for specific combinations of resource categories and plants in a default resource. This reduces the time involved in creating a resource.

Process Flow

Since the resource category determines which screen and field data appear during resource maintenance, the following process flow varies in detail depending on the resource category; see also Resource Configuration.

  1. You enter the initial data for resource maintenance, for example, resource key and resource category.

    2. If required, you copy data from a default resource or another source.

  2. You enter the general basic data, such as the short text for naming the resource, the person responsible for the resource, the task list usage, and the standard value key. For storage resources you enter the storage location.
  3. You classify the resource by assigning it to a class of a specific class type.
  4. To simplify the maintenance of master recipes and process orders, you enter default values for specific fields of operations and phases. You mark these values as defaults or references (Values that are marked as references in the resource are always copied in the recipe and order, whereas values that are marked as defaults are only copied under certain conditions).
  5. You assign capacities to the resource. The capacity specifies the available capacity of a resource. You specify a capacity category that corresponds to a resource category (for example, "processing unit" for a production resource or "storage" for a storage resource) and a formula to calculate the capacity requirements.
  6. You maintain the capacity header data. For example, you enter data on available capacity, data on the standard available capacity for the resource capacity of production resources by defining shifts, or an available capacity in volume / quantity for storage resources.

    7. To simplify the process of entering available capacity, you can create a shift sequence beforehand in Customizing.

  7. If required, you specify intervals for available capacity, which means you define available capacities that, unlike standard available capacity, have a limited validity period.
  8. For production resources you maintain scheduling data. You use the scheduling basis to determine which available capacity serves as a basis for scheduling. You also enter a formula for calculating the execution time (for example, in the process order).
  9. You enter data for cost accounting if you want to calculate the activities performed at the resource. Internal activities and business processes that are debited when a product is produced at a resource can be settled in this way for the product.
  10. You assign the resource to a resource hierarchy if you want to cumulate the available capacity or capacity requirements of several resources hierarchically.
  11. If required, you assign the resource to a resource network.
  12. You save the resource.