Search for Demands 

Use

You create a demand list to which you can assign resources.

 

Prerequisites

You must add the qualifications to the system in order to include them within the search by choosing the activities within the node SAP IMG ® Customer Relationship Management ® Workforce Deployment ® Service Resource Planning ® Qualification Management.

 

Features

The search function allows you to locate demands 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 demands fulfilling all the required selection criteria is generated and displayed in the demand list. When locating a demand, 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 resource from the resource list, proceed to the resource header and then choose Go with Defaults from Resource in the demand overview area.

When demands are transferred to WFD server, they are pre-processed to provide a demand window. 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 to identify potential matches to resource availabilities.

The general search criteria are:

·        Begin and end date (demand window)

·        Customer

·        Organizational unit

·        Assignment state

·        Qualifications

When searching for:

·        Service order based demands, the search criteria proficiency must be between the minimum and maximum proficiency of the qualification requirement.

·        Project role based demands, the search criteria proficiency must be smaller than or equal to the qualification requirement.

 

Activities

Advanced Search

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

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

·        Customer name.

·        Staffing level (either Not Staffed, Partially Staffed, Completely Staffed or Overstaffed).

·        Organizational unit.

·        Specific resource qualifications.

For service order based demands, you can also specify:

·        Address and region.

·        Service area.

·        Order number.

·        Transaction type.

·        Item number and category.

·        Priority.

·        Product ID.

·        Cancellation status.

·        System status and other system details.

·        The individual object.

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.

When your search criteria matches one or more demands, you see them in the demand list.

Go With Defaults

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

Defaults can be generated for the demand window, qualification requirements and service area. Additionally, the search processing uses the default staffing level in the personalization area.

Demand List

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