04 Master Data – Resources 21.05.2018

This documentation and training is provided to you by beas group AG This documentation and training is provided to you by beas group AG. The documents are neither approved nor in any way acknowledged or endorsed by SAP. For SAP Business One, only the documentation and training officially released by SAP shall be binding upon SAP. SAP shall not be responsible for any content of this documentation and training and this documentation and training shall not be binding upon SAP in any way. The official current SAP Business One documentation and training for SAP Business One is available at http://service.sap.com/sbocustomer/documentation and http://service.sap.com/sbocustomer/training. 5/21/2018

Requirements for this Tutorial You will need a good grasp of: The basics of SAP 5/21/2018

Requirements for this Tutorial You will need a good grasp of: The basics of SAP 5/21/2018

Learning Targets After working through the lesson, you will be able to: Understand the concept of resources Create resources 5/21/2018

Agenda Master Data – Resources 1: General 2: Functional Relationships 3: Step by Step 5/21/2018

General Total capacity Resource group Resource Number of h/d x number = capacity Resource Number of h/d x number = capacity The term "resources" refers to productive resources that are planned as the smallest capacity unit. Resources can be employees, machines, or even production areas that are relevant to capacity. Resources are subdivided into resource groups. A resource group can be a number of individual machines that can be used alternatively or a collection of machines belonging to a production unit.   Only through the correct entry of resources is it possible to receive information on the capacity situation, determine lead times for work orders, or estimate manufacturing costs for the calculation. With a resource group, it is always a matter of numerous resources of the same type and configuration, the capacity of which is summarized in a group. According to this process, the capacity is ascertained from the number of individual resources multiplied by their capacity per day (expressed in hours). Resource Number of h/d x number = capacity 5/21/2018

General – Explanation of Tabs General: General definition of the resource Scheduling: Setting of utilization and/or availability of a work center Costs: Definition of cost rates and assignment of cost elements Cost details: Determination of variable and fix costs Attachments: Attachments are imported directly into the database (images, PDFs, etc.) Documents: Links to documents, on a network drive for instance, are managed here. Consumption material: Allocation of expendable material Extended: Extended settings regarding lot sizes and distribution/recovery times Interruption: Reported interruptions are shown here 5/21/2018

Agenda Master Data – Resources 1: General 2: Functional Relationships 3: Step by Step 5/21/2018

Functional Relationships MRP Calculation Production order Resource The resource can be accessed in the following areas. If the resources are incorrectly defined, you will not receive correct results in the linked areas either. APS FDC Routing 5/21/2018

Resource managemt Function overview Resource scheduling Production planning / Material requirements planning Production / Purchase Resources / Ressource groups Define arbitrary resources Define planned capacity per resource Define number of machines / employees per resource Assign shifts to resources Display of work days and capacities in the resource calendar Combine resources to resource groups Shift schedule for resources Define an unlimited number of shift plans Assign to a factory calendar Define work time per shift schedule Define deviations in special shifts Availability in % per shift schedule and day template For managing resources with efficiency, you need to create at first the factory calendar and assign shifts. Please see training slides on the single topics: Factory calendar 4b Shift schedule for Resources 4c Resource groups 4d Parallel resources 4e Resource optimization Factory calendar Up to 7 different factory calendars (machines 24/7, staff mon-fri) Define workdays seperately per calendar Define availability of resources in % per calendar 21.05.2018

Agenda 13 projects released Master Data – Resources 1: General 2: Functional Relationships 3: Step by Step 5/21/2018

Step by Step Production- Resources Individual resources can be assigned to resource groups. To create a new resource or resource group, select the relevant tab and click New. 5/21/2018

Step by Step Header Detail The resource master offers numerous setup options that can have various effects depending on the process. Therefore, only the most important parameters are explained here. To add a resource, you must enter a resource and a description. It makes sense to use an appropriate identification code for the resource, such as PA for pre-assembly. Try to use identification codes that are the same length, as this will make searching or selecting in other windows easier. If it is an external resource, the checkmark beside "External processing" must be activated. 5/21/2018

Step by Step The values Planned capacity in hrs./day and Number mach./pers. are used to calculate the capacity of this resource available per day. In this example, 8 hrs. x 1 mach./pers. gives a capacity of 8 hours per day. The calendar window gives a quick overview on planned capacities and deviations. Please see Training unit Factory Calendar and 4b Shift schedule for resources 5/21/2018

Step by Step To enable manufacturing costs to be determined, at least one marginal cost rate must be entered in the "Cost rate" field. This cost rate is then multiplied by the job time to give the manufacturing costs. You must also select a cost center to which this resource should be assigned. 5/21/2018

Resource managemt Cockpit for resources Shift display Resource groups Interruption reasons When resources are created and scheduled, the resource cockpit provides all information at a glance. Currently logged on Planned and reserved time (accumulated utilization) 21.05.2018

Summary You can now: Understand the concept of resources Create resources Please continue with the following training slides: Factory calendar 4b Shift schedule for Resources 4c Resource groups 4d Parallel resources 4e Resource optimization 5/21/2018

Thank you for your cooperation! 5/21/2018