DBM 600 MRS Configuration Guide V 2E

SAP Custom Development
MRS
Multi Resource Scheduling
Initial Customizing Guide
History
Version Status Date
2.0 Initial 21.09.2007
2.0.1 16.5.2008
Confidential
MRS Multi Resource Scheduling
Customizing Guide
Contents
1 Preface ..............................................................................................................................3
2 Version ..............................................................................................................................3
3 Overview...........................................................................................................................3
4 Configure the WFM Core system ...................................................................................3
4.1 WFM core RFC destination ....................................................................................4
4.2 Configure WFM Core..............................................................................................4
4.2.1 Define Application System .............................................................................5
4.2.2 Time specification types .................................................................................5
4.2.3 Assign time specifications to resources .........................................................6
4.3 Modification of WFM Core ....................................................................................7
4.4 Transfer MRS Status to the WFM Core .................................................................7
5 Configure the MRS ..........................................................................................................8
5.1 DBM specific customizing of MRS .......................................................................8
5.1.1 Create Worklist Profile ...................................................................................9
5.1.2 Define Check Profiles .....................................................................................9
5.1.3 Define Alert Profiles .................................................................................... 11
6 Master Data Setup ......................................................................................................... 12
6.1 Personal resources: HR or not? ............................................................................ 12
6.1.1 Using HR data............................................................................................... 12
6.2 Organizational Structure....................................................................................... 14
6.2.1 Create ............................................................................................................ 14
7 Configure for DBM ........................................................................................................ 15
7.1 Pre-requisite: ......................................................................................................... 15
7.1.1 Necessary notes ............................................................................................ 15
7.1.2 Activate MRS in DBM................................................................................. 16
7.1.3 Necessary Steps to activate MRS in DBM System .................................... 17
7.1.4 DBM Integration .......................................................................................... 24
7.1.5 MRS Component DBM Version ................................................................. 25
7.1.6 Order Configuration DBM........................................................................... 25
7.2 Maintain the DBM Scenario. ............................................................................... 30
7.3 Maintain the color for the Graph properties........................................................ 31
7.4 Maintain the Colors for the Team........................................................................ 33
7.5 Maintain the Team buffer limits. ......................................................................... 36
7.6 Maintain the Exceptions for the buffer limits. .................................................... 37
7.7 Maintain the mapping between DBM Order status and Color element. ........... 38
7.8 Determine standard shift schedule for organizational units. .............................. 39
8 Appendix ........................................................................................................................ 40
8.1 Transactions needed for the customizing & master data setup .......................... 40
8.2 Views needed for the customizing & master data setup .................................... 41
8.3 Reports needed for the customizing & master data setup .................................. 41
© 2008 SAP AG Title: MRS_DBM Customizing Document Page 2 of 43

Dietmar-Hopp-Allee 16 Version: 1.0
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1 Preface
This document will give a rough overview about the necessary customizing for the SAP MRS
solution. It focuses on the necessary steps to get the MRS working after an installation. It does not
cover other customizing steps e.g. to adopt the MRS to personnel needs.
For this, and for a detailed coverage, please see the available KW documentation.
2 Version
Installation of MRSS SP02 is necessary before configuration steps. At this moment we
do NOT support MRSS SP03.
3 Overview
To get the MRS running after installation, basically it’s necessary to execute the following steps:
1. Configure the WFM Core

2. Configure the MRS
After completion of these steps, you will be able to work with the MRS in its default configuration.
This means that you will use the pre-delivered profiles for the workplace. Of course it is possible to
change the look of the MRS in many ways. For a description of these settings, please see the
available KW documentation.
4 Configure the WFM Core system

The WFM Core is an under laying system which is used by the MRS. Refer to the
existing documentation for detailed information.
You will find the customizing for the WFM Core included into the MRS customizing transaction
/MRSS/IMG. If the transaction does not exist, you can also reach the customizing for
the MRS by entering the SRMGH transaction and selecting “Multiressourcen-
Einsatzplanung” for display.

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4.1 WFM core RFC destination
The first thing to setup would be the RFC destination for the MRS system. That
means to define where the MRS can find the WFM Core. It is recommended to
install MRS and WFM on the same systems. In this case, you need to create an
empty entry here. Otherwise enter the destination address.
4.2 Configure WFM Core
After setting up the WFM address for the MRS system, you need at least to let the WFM system
know where the MRS and HR systems are located. You need to enter the HR system even if you
do not plan to use it.

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4.2.1 Define Application System
Two applications need to be defined to have the WFM work properly: one for the
MRS (CRMSV) and one for the HR (PTLRP). You should enter both systems here,
even if you do not plan to use HR. Just enter the logical system number here, where
the application is installed on.
4.2.2 Time specification types
This should be filled during installation, so you just need to check if everything is in
place. The pre-defined types should look like shown in the following drawing.
Please see the delivered MRS documentation and KW documentation for more details.

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4.2.3 Assign time specifications to resources
The next thing to check is the assignment of the defined time specifications to the
resources. Also, they should already in place by the installation and look like
following:
The defined times for e.g. personnel resources should initially look like shown here:

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4.3 Modification of WFM Core

The implementation of the following notes are necessary too, please see the manual steps
in them.
1. 952945 Use of HR persons with MRSS 600) is to be implemented.
Otherwise the availability of the HR persons are not working (error message:
/SAPAPO/LRP_ERROR / 60).
2. 1040209 MRS-DBM: Additional resource popup not correct
3. 1040042 MRS:Appointment scheduling, Error while saving
4. 1035030 MRS:Dump occurs when scheduling DBM order with Vehicle task
5. 1006351 MRS:Wrong Capacity Alerts
6. 1050038 MRS-workshop overview highlight
7. 1050258 MRS:DBM-Prevent Vehicle Task displayed along with
8. 951749 MRSS 600 Installation Information
9. 780143 MRSS: Release strategy
10. 951942 MRSS 600 Add-On Support Packages Note
11. 1054463 Vehicle is not a Replacement Car
12. 978732 MRS:Dumps when saving Planning Board
13. 1043730 MRS: Performance Improvement Utilization Report
14. 928052 WFM Core: Performance can be improved
15. 1054463 Vehicle is not a Replacement Car
16. 1056786 Root date of the control doesn't consider skip Sunday
17. 1052817 MRSS:Util report-incorrect values for Orders & Avai
18. 1085329 MRS: DBM-User defined time units are not accepted
19. 1055098 MRS:Duration calculation wrong in Utilization
4.4 Transfer MRS Status to the WFM Core
Last point to customize here is the transfer of the MRS Status into the WFM core.
This is needed to map the MRS ones to the technical status from the WFM system.
You need to do this only once during setup of the system. Except you add
additional status to the MRS. However, it will not harm the system if you transfer
the status twice.

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5 Configure the MRS
Configuring the MRS for the first time means to set up for which order operation, resources and
tools you want to use the MRS Planning Board. By default, there are profiles for the layout, checks
and alerts so you can start working.
As already mentioned above, this guide focuses only on the settings needed to get the MRS work.
If you want to change also the profiles defining the planning board, please see the available
documentation.
5.1 DBM specific customizing of MRS

All of the following settings shall be done in the transaction /n/MRSS/IMG (the standard MRS
customizing). These changes of delivered MRS customizing are necessary for good working of
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appointment scheduling of DBM.
5.1.1 Create Worklist Profile

Path: Multi Resource Scheduling -> Set Up Scheduler Workplace
-> Workplace Profiles -> Worklist Profile -> Create Worklist Profile
Settings:
5.1.2 Define Check Profiles
Path: Multi Resource Scheduling -> Set Up Scheduler Workplace -> Workplace Profiles
-> Check Profile -> Define Check Profiles
Settings:

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5.1.3 Define Alert Profiles

Path: Set Up Scheduler Workplace -> Workplace Profiles->Alert Profile->Define Alert
Profiles
Settings:
Change the type of to E-Error (The last column which is not shown in the picture)

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Change the type of the first entry to I-Information and the others to E-Error (The last
column which is not shown in the picture)
6 Master Data Setup

There are some things left to complete the setup of the MRS. However they do not belong to the
customizing.
6.1 Personal resources: HR or not?
A very important question is, if you want to maintain your personal resources using an HR system
or if you want to use business partners with the role employee. Maintain means in this case also to
deal with the qualifications and working times for an employee.
As mentioned, you have two choices:
Use the data from an HR system

Use the business partners with the role employee
We do not want to discuss here the advantages or disadvantages. Depending on your choice you
have to do different setup steps.
For DBM 6.0 only the HR system solution is used.
6.1.1 Using HR data
If you want to use HR, you need to tell this the MRS system. For this, please use the view
/MRSS/V_RSG_PAR. If HR is currently not active, the view will contain no entries.
After telling the MRS you will use HR data, you need to transfer the HR data into the WFM Core
system. You need to do this every time the HR data has changed, so it’s a good idea to use a batch
job running. Eg. every night.
The transfer is done using the report /MRSS/RPTWFMIF.

This report will transfer the resources itself, their
qualifications and availability times into the WFM core for use by the MRS. Before
you run the report, you need to customize it in table PTLRPRC2SP.

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In the example the HR availability times assigned to the profile “WORK” are transferred as working
times, and the profile “WORK_BREAK” is transferred as break times. For a detailed description, see
note 509514.
While running the report, you can define what the report should do (transfer mode) and for which
time period (period) you want the data to be transferred. Also you can restrict the resources to be
transferred by using the provided selection fields (selection).

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You can check if the resources are created by using the “read availability” option only.
The resulting list will look like this:
6.2 Organizational Structure

The next important thing to setup (if it does not already exist) is the organizational structure. You
need to setup a structure where you can assign your work places and to positions.
6.2.1 Create
Using the transaction PPOCE and PPOME will bring you to the maintenance screen where you
can do all the work.

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You need to build up the structure matching your organizational model and then assign your used
work centers to the corresponding organizational unit. Also, you need to create positions and
assign employees.
7 Configure for DBM
7.1 Pre-requisite:
GUI 7.1 must be installed for the 6 control capacity report.
7.1.1 Necessary notes

The implementation of the following notes are necessary:
1. 1037271 Missing delivery customizing workshop planning
2. 1038795 App.Sched.:'Delete Task'-Problems
3. 1039636 P020 quantity not related on slots
4. 1039977 Job/tasks vanishes + later a dump
5. 1040279 App.Sched.: Unexpected time check
6. 1040346 App.Scheduling: Error while saving
7. 1041195 App.Sched.: Task Sch. Lines - different UoM possib
8. 1041892 Strange time calcul.in the WS Overview
9. 1041893 Book of Replacement car is disappearing temp.
10. 1042021 Deleted second schedule line not saved
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11. 1042023 replacement car's price independent of time slot l

12. 1043148 MRS: it's possible to assign non existing res. gro
13. 1044349 No simulation after order reload
14. 1044661 scheduling based on start date of task schedule lines
15. 1045991 Additional delivery customization for appointment
16. 1046236 change MRS intervall from 2 month to 1 week.
17. 1047313 Customizing for Appointment Scheduling Subscreen
18. 1047733 error message missing lv group remains
19. 1046607 missing BAdI implementation for oe action PLANNING
20. 1050127 DBM_SP01_APPSCH: lost flag "Rel Appt Sched" of tas
21. 1050236 Planning relevant field is always set
22. 1051861 MRS: problem in rendering the cust advisor time sl
23. 1053201 MRS: Task schedule lines
24. 1053202 Wrong tool tip of the Button "NEW" and "DELETE"
25. 1053582 Message wrong /DBM/SCHEDULING 022
26. 1053932 Time data for Customer advisor not transferred to
27. 1055592 In /dbm/order01, BACK the workshop overview is not
28. 1056420 Workshop Overview, date changes effects
29. 1061606 Calculation of the estimated time is rounded up
7.1.2 Activate MRS in DBM

This step is necessary and very important. Because the system shall work without MRS too,
the DBM side shall be activated manually for thus the user shall run the report
/DBM/SCH_MRSSTATCODE to activate the MRS/DBM.
To activate the MRS-DBM the “Uncomment” radio button shall be set, the Request/Task
shall be added to and after it the Execute button shall be pressed. This will uncomment all
of the necessary code to activate MRS in DBM. Development keys are necessary for it.

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7.1.3 Necessary Steps to activate MRS in DBM System
Check order engine events

IMG->Logistics Execution->Dealer Business Management->Order->Order Control-> Define
Events
The events PLANNING_CHECK and PLANNING_SAVE should come with the delivery
Customizing.
Please change for the event PLANNING_SAVE in the Button box:
Screen value from 0 (Does Not Appear on the Interface) to 3 (Dynamic Button on
the Interface).
Dynamic Button: 6 – 6. Button (CTRL – SHIFT – F6 )
Check order engine actions

IMG->Logistics Execution->Dealer Business Management->Order->Order Control -
>Enhancements-> Define Actions
The following actions should come with the delivery customizing:
PLANNING_ASSIG
PLANNING_CHECK
PLANNING_DEMAND
PLANNING_ITM
PLANNING_JOB
PLANNING_SAVE
PLANNING_TASK
PLAN_ASSIG_DEL
PLAN_DEMAND_DEL
Define Action Control

IMG->Logistics Execution->Dealer Business Management->Order->Order Control ->Define
Action Control
Following entries are to be created for criteria table /DBM/OE_EVAC_VBE:

PLANNING_CHECK C CS 010 PLANNING_CHECK
PLANNING_SAVE C CS 010 PLANNING_CHECK
PLANNING_SAVE C CS 020 PLANNING_DEMAND
PLANNING_SAVE C CS 030 PLANNING_ASSIG
PLANNING_SAVE C CS 040 PLANNING_TASK
PLANNING_SAVE C CS 050 PLANNING_ITM

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Define Item Category

Define a new item category for the replacement car.
IMG->Logistics Execution->Dealer Business Management->Order->Item Category->Define
Item Category for Order

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This new item category is to be added to the existing item category schema “CS”.
IMG->Logistics Execution->Dealer Business Management->Order->Item Category->Define

Schema for Item Category

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Define Layout
The layout SAP0 should come with the delivery customizing.
IMG->Logistics Execution->Dealer Business Management->Order->Interface Control-
>Layout->Define Layout
Change the default tab page to for the record “CS SAP0” to “7”

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Please ensure that Layout SAP0 is used for the order types you want to use in appointment
Scheduling.
Define Subsreen
The subscreens should come with the delivery customizing.
IMG->Logistics Execution->Dealer Business Management->Order->Interface Control-
>Subscreen->Define Subscreen
APPSCHED_ADVISOR_OVERVIEW Customer Advisor Overview
APPSCHED_EQUIPMENT_OVERVIEW Replacement Cars Overview

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APPSCHED_HEADER_DATA Appointment Header
APPSCHED_ITEM Item Detail: Replacement Vehicle
APPSCHED_JOB_DATA Appointment Job Details/Job Overview
APPSCHED_JOB_LIST Appointment Jobs Overview
APPSCHED_WORKLOAD_OVERVIEW Workshop Overview

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Define Assign Criteria

Following entries are to be created:
This entry is used to find the right item detail screen for the new item category “Replacement
car”

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7.1.4 DBM Integration

Screen shot for DBM Integration.

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7.1.5 MRS Component DBM Version

MRS Components DBM Version
SAP DBM MRS WFM-Core GIS

(AddOn)
Utilization Report
Material Master
Equipments Show Map
Map&Guide
DBM Order
MRS
Scheduling Services
HR
or
Business Partner
-Material
-Demands
-Equipment -Resources
-Team Master
-Order -Assignments
-Alerts
-HR light or BuPa -Time Spec.
-Links
-Org. Units -Qualifications
-Clocking
-Qualificatons
WebAS WebAS 6.x External System
SAP AG 2003, Title of Presentation, Speaker Name / 6
7.1.6 Order Configuration DBM
Transaction /DBM/SCH_DEPT: Define Labor Value Groups
This transaction allows you to define the corresponding Labor Value Groups which represents the
type of work which has to be done. This is directly linked to the labor value catalogue
Transaction /DBM/SCH_OMAP: Assign Labor Value groups to Organizational

units

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This is for the Overview of the workshop. Out of the labor value specified in the appointment we
determine a Labor Value Group. Every Labor Value is allocated to a Labor Value Group
maintained in transaction /DBM/LBROP.

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Per Plant you assign this labor value group to an organizational unit, which has been defined in
transaction ppome.
Transaction /DBM/SCH_RMAP: Define Org Unit per type of resource

As we are handling 2 different type of resources within Appointment Scheduling in DBM we have
to distinguish between Service Advisor and Vehicles. Equipments are not supported within DBM
6.0
Transaction /DBM/SCH_ETIME_C Determination of Labor value Catalogue used

for appointment scheduling
As for appointment scheduling normally a specific dealer catalogue with just a few entries is used,
you can define which catalogue will be used within this transaction.

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Transaction /DBM/SCH_TSLOTS_COND Determination of time slots for advisor

As for different advisor different time slots may be necessary you have the possibility to define the
time slots here.

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Transaction /DBM/SCH_VEHMA Parameter for replacement Cars

Within here you define with which item category and Labor Value a replacement car will be
represented within the DBM service order. Please read the 1042023 note content, before you
create the base material and the Labor Value for the replacement car. The unit of the
measurement of the base material shall be DAY.

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Transaction /DBM/SCH_RES Time Slots for Vehicle
Her you can define for how much hours a replacement car is rented out.
7.2 Maintain the DBM Scenario.

1. Go to transaction SM30 and enter the table name /MRSS/C_SGE_SC_A

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2. Maintain the entry DBM, and save it.
7.3 Maintain the color for the Graph properties.

Go to transaction SM34 and enter the view cluster name: /MRSS/VC_GR_PR

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Click on Maintain button.

To customize the color of the properties (Absolute, simulated, buffer and background
color) of the graph do the following steps.
1. Click on the folder ‘Color detail of the properties of the graph’. The following screen
appears.
2. Click on ‘New Entries’ button. It will change the screen to editable mode.
3. Select the property from the drop down and the color from the other drop down and
save it.

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Like wise specify the color for each properties.
7.4 Maintain the Colors for the Team.

1. Click on the ‘Team properties’ folder.
2. Click on ‘New Entries’ button.
3. Enter the Team Id (object ID) and the team name.

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4. Save it.
5. Now select the team for which the color needs to be specified and double click on the
‘Team colors’ folder.

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6. Now click on the ‘New entries’ tab and specify the Team ID and the Color from the drop down
list.
7. Save it.

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7.5 Maintain the Team buffer limits.

1. Now select the team for which the color needs to be specified and double click on the
‘Team buffer limits’ folder.
2. Now click on ‘New entries’ button and enter the team Id, day and the buffer limit for
that day.

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2. And save the entry.
7.6 Maintain the Exceptions for the buffer limits.
1. Click on ‘Exceptions for buffer limit’ folder.
2. Click on ‘New Entries’ and enter the team Id, Date of exception and the buffer limit.
3. Save the entry.

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7.7 Maintain the mapping between DBM Order status and

Color element.
1. Go to transaction SM34 and enter the table name /MRSS/C_DBM_STAT

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2. Maintain the DBM Order status and graphical color element
3. Save it
7.8 Determine standard shift schedule for organizational

units.
Maintain the working hours for the organizational units.

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The Organizational Unit must be in format OrgUnitType & space & OrgUnitNumber.
For DBM OrgUnitType is always O e.g. O 500000127.
The record where the organizational unit is equal with <*> is necessary, because in that
case it is not necessary to define a unique record for every organizational unit. The record
should look like the following:
8 Appendix
8.1 Transactions needed for the customizing & master data
setup
Transaction Description
/MRSS/IMG Customizing for the MRS
SIMGH Maintenance for IMG structures; can be used if the
/MRSS/IMG transaction is not available
SCOT SAP connect Administration; to maintain the
functionality to send short messages
SPRO Standard customizing transaction for R/3 and CRM
PPOME and PPOCE Maintain organizational units and positions
PA30 Maintain personal resources (based on HR)
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/MRSS/WFM_ADMIN Maintain WFM core resources (if HR is NOT used)

CR02 Maintain work centers
PPPM Maintain business partner profiles (e.g. qualifications)
8.2 Views needed for the customizing & master data setup
View Description
/MRSS/V_GEOLOC Define the server (as RFC destination) where Geo-
Data is located
/MRSS/V_RSG_PAR Switch MRS to use HR Data
8.3 Reports needed for the customizing & master data setup
Report Description
/MRSS/RPTWFMIF Transfers the HR data (availability times, qualifications
and the resources itself) into the WFM core
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SAP Custom Development

Initial Customizing Guide

© 2008 SAP AG Title: MRS_DBM Customizing Document Page 2 of 43

1. Configure the WFM Core

4 Configure the WFM Core system

© 2008 SAP AG Title: MRS_DBM Customizing Document Page 3 of 43

4.1 WFM core RFC destination

4.2 Configure WFM Core

© 2008 SAP AG Title: MRS_DBM Customizing Document Page 4 of 43

4.2.1 Define Application System

4.2.2 Time specification types

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4.2.3 Assign time specifications to resources

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4.3 Modification of WFM Core

4.4 Transfer MRS Status to the WFM Core

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5 Configure the MRS

5.1 DBM specific customizing of MRS

appointment scheduling of DBM.

5.1.1 Create Worklist Profile

5.1.2 Define Check Profiles

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5.1.3 Define Alert Profiles

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6 Master Data Setup

6.1 Personal resources: HR or not?

As mentioned, you have two choices:

Use the data from an HR system

For DBM 6.0 only the HR system solution is used.

6.1.1 Using HR data

The transfer is done using the report /MRSS/RPTWFMIF.

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6.2 Organizational Structure

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7 Configure for DBM

7.1.1 Necessary notes

11. 1042023 replacement car's price independent of time slot l

7.1.2 Activate MRS in DBM

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7.1.3 Necessary Steps to activate MRS in DBM System

Check order engine events

Check order engine actions

Define Action Control

Following entries are to be created for criteria table /DBM/OE_EVAC_VBE:

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Define Item Category

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IMG->Logistics Execution->Dealer Business Management->Order->Item Category->Define

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APPSCHED_ADVISOR_OVERVIEW Customer Advisor Overview

APPSCHED_EQUIPMENT_OVERVIEW Replacement Cars Overview

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APPSCHED_HEADER_DATA Appointment Header

APPSCHED_ITEM Item Detail: Replacement Vehicle

APPSCHED_JOB_DATA Appointment Job Details/Job Overview

APPSCHED_JOB_LIST Appointment Jobs Overview

APPSCHED_WORKLOAD_OVERVIEW Workshop Overview

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Define Assign Criteria