Primary Resource Assignment to Operations 

Use

You use this function to determine the resource or the part of the production line that is used to carry out an operation and the subordinate phases.

As phases are subdivisions of an operation, the system automatically copies the primary resource of the operation to its phases. The primary resource is committed for the entire duration of the operation and its phases.

Integration

The following resource data can influence the way operations and phases are processed:

If labor capacity has been assigned to the primary resource, you can enter the number of employees required for the phase in the general phase data. The system uses this number for the following evaluations:

Prerequisites

The master record of the resource you want to use as the primary resource has been created in the system. The resource meets the following requirements:

Features

You can only assign one primary resource to an operation. When assigning resources, bear the following aspects in mind:

If operations are externally processed, you must only assign a resource to them if the control key assigned to the phases specifies that they are scheduled using their standard values.

If you can make a definite decision in the master recipe, you immediately assign the resource you want to use for production.

If several resources can be used, you can assign a planning resource to be used provisionally in which you group together the characteristic features of several production resources

Before releasing the order, you replace the planning resource with a suitable production resource. You can use system-aided resource selection for this, provided that you define the relevant criteria in the master recipe and resource.

If an operation is purely used for production, you select a processing unit or labor resource as the primary resource.

If you also want to place the material into intermediate storage during an operation, you use a storage resource as the primary resource.
The storage capacity and stocks can be passed on to the Process Flow Scheduler (PFS) or several other planning tools via the POI interface (Production Optimization Interface). In this way, they can be taken into account in capacity requirements planning in the corresponding planning tool (see
Intermediate Material Storage in Storage Resources).

Special Features for Resource Replacement

If you replace a resource that you have already assigned somewhere with a different resource, note the following:

However, standard values you have defined for the old resource are not deleted. For this reason, check all standard values after replacing a resource.

Activities

You enter the primary resource for an operation on the operation overview (see Editing Operations/Phases on the Operation Overview).