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Function documentation Search for Resources Locate the document in its SAP Library structure

Use

You search for resources best meeting the needs defined by the demand.

 

Prerequisites

You can customize and enrich the resource list areas within the resource planner application by choosing SAP IMG ® Customer Relationship Management ® Workforce Deployment ® Service Resource Planning ® Basic Settings ® Business Add-Ins (BAdIs) ® Business Add-In: Resource List Display.

Before you can use this enhancement to set information columns for either the daily, weekly, or Gantt resource views, you must enhance the UI structure for the resource list area via the Easy Enhancement Workbench for the business object Service Workforce Management (SERVICE_WFM).

 

Features

The search function allows you to locate resources using a combination of one or more selection criteria. Each of these selection criteria could contain one or more values. Based upon the selection criteria specified, a list of resources fulfilling all the required selection criteria is generated and displayed in the resource list. When locating a resource, you can:

·        Display the drop down list in the Display field, choose a query from a previous search, and choose Go to launch the search.

·        Display the drop down list in the Display field, choose a query from a previous search, and choose Open Advanced Search and use the query as the basis for a new search.

·        Choose Open Advanced Search and enter new search criteria.

·        Select a demand from the demand list, proceed to the demand header, and then choose Go with Defaults from Demand in the resource overview area.

 

Activities

Advanced Search

When you open the advanced search, you have the following general search available:

·        Whether you want to locate internal (employees) or external (service provider) resources.

·        The date range for the search with clock times, if required.

·        The minimum availability needed to meet the demand.

·        The primary and alternate service areas for the resource.

·        The name of resource.

·        Job function and job level required by the resource to meet the demand.

·        Details on the service arrangement.

·        The specific demand qualifications.

Queries

When you save a search for reuse, choose Save Query As… once you have entered all of your search specifics. For more information, see Queries.

Go with Defaults

When you use Go with Defaults from Demand, the resource search criteria defaults to the values maintained in the demand item as displayed in the demand header.

This demand window is derived from the earliest start and latest end of the possible date types that are applicable to this demand. In other words this demand window should be the superset of all possible demand windows for the different scheduling opportunities. The system uses the demand window as well as the estimated duration of the demand item to identify potential matches to resource availabilities. The match is represented by a suitability percentage in the resulting resource list.

The service area of the demand item is defaulted to locate resources with a matching service area assignment.

Mandatory qualification requirements of the demands are defaulted to locate resources who have the qualification with a proficiency level between the minimum and maximum proficiency of the qualification requirement.

Resource List

When your search criteria matches one or more resources you see them in the resource list based on suitability. For more information, see Find and Rank.

 

 

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