Define Schedule Priorities (SAP Library - SAP CRM: Business Scenario and Business Process Configuration)

Define Schedule Priorities

Use

The system uses a list of predefined priorities, or costs, to provide a schedule according to your organization's priorities. You can modify cost values to align your schedule results with your objectives. Use this procedure to define schedule priorities that the system follows when calculating schedules.

Caution

Schedule priorities have preconfigured default settings that apply a balanced importance. Significant changes to these values might result in undesirable or unpredictable schedule results.

Procedure

1. You access the activity through either:

¡ The SAP IMG, by choosing the path SAP IMG ® Customer Relationship Management ® Workforce Deployment ® Retail and Interaction Center Workforce Deployment ® Schedule Settings ® Define Schedule Priorities

¡ The SAP Easy Access menu, by entering the transaction code CRM_WFM_SM.

You see the initial page for the site maintenance tool.

i. At Profile Type, display the selections and choose Schedule Settings / Parameters.

ii. At Sub-Type, display the selections and choose Schedule Priority.

iii. Choose Search.

iv. Click Schedule Priority, the topmost node of the tree, with the secondary mouse button and choose Create.

You see the Create New Parameter dialog box.

v. Enter a Profile ID, which is the name of the schedule priority definition the system displays in the tree view.

vi. Choose Continue.

2. You see the Define schedule priority key table where you enter the following information:

Field	Description	Use / Notes
Sch. Prio. ID	The profile id you entered at the Create New Parameter dialog box.
Short Description	A short description of the schedule priorities definition.	The system uses this description in drop down displays.
Long Description	A detailed description of the schedule priorities definition.

3. Save your entries and choose the record you just saved.

4. You see the Define schedule priority data table.

5. Choose New Entries.

6. Define the costs associated with that schedule priorities definition by completing the following fields in the Define schedule priority data table:

Field	Description	Use / Notes
Cost Type	A unique identifier for the cost.
Cost Value	A numeric value indicating the relative schedule importance of this cost.
Short Description	Describes the cost.

7. Save your entries.

Cost Definitions

The following table describes the preconfigured costs.

Cost Type	Short Description	Definition
1	Alloc Filler	When you configure tasks, one way in which you can define them is filler, or time-indeterminate work. This work is allocated during the scheduling process. This cost represents the importance of this type of work relative to other workload.
2	Alloc Filler Blocks	When you define filler tasks, you can specify minimum and maximum amount of time spent on the task. This creates blocks of filler. This cost defines importance cost of staffing this type of task.
3	Min Average Skill	You can define average skill or proficiency requirements for work areas. The system will then attempt to ensure that all employees scheduled for a given time period have, on the average, the skill / proficiency rating you have defined, or better. The cost represents the relative importance of this feature in scheduling.
4	Qualified Workload	This cost represents the additional importance placed on scheduling workloads identified as qualified workloads.
5	Shift Characteristic	This cost represents the importance of honoring the shift characteristics you define in the activities Define Non-Transition Zones and Define Disallowed Shift Lengths.
6	Contract/set min/max	This cost represents the importance of honoring employee work rules for minimum and maximum contract hours per period.
7	Min gap btwn shifts	This cost represents the importance of honoring the employee work rule minimum gap between shifts. This is particularly important in environments with extended hours, or 24-hour environments.
8	Seniority Pref Unmet	You can configure the system to schedule employees in accordance with their preferences. When you schedule employees according to preferences by seniority (that is, when the most senior employees have their preferences met first), this cost is applied to hours of preference time that are not scheduled (or unmet) by the system.
9	Seniority Preference	When you schedule employees according to preferences by seniority, this cost is applied to hours that the system schedules for an employee outside of their preferences.
10	Special Day Part Min	This cost represents the importance of honoring the configurable, minimum day part work rules.
11	Special Day Part Max	This cost represents the importance of honoring the configurable, maximum day part work rules.
12	Max hrs/day with OT	This cost represents the importance of honoring the maximum hours per day work rule when a schedule exceeds the daily overtime threshold.
13	Max hrs/wk with OT	This cost represents the importance of honoring the maximum hours per week work rule when a schedule exceeds the weekly overtime threshold.
14	Core Scheduling	Defines the minimum resource and proficiency requirements for this work area. The system will meet core scheduling requirements regardless of workload demands.

Result

You have defined the schedule priorities and can assign them to your location. For more information, see Assign Parameter Settings to Locations.