1. 04 Master Data – Resources

2. 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 and
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3. Requirements for this Tutorial
You will need a good grasp of:
The basics of SAP
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4. Requirements for this Tutorial
You will need a good grasp of:
The basics of SAP
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5. Learning Targets
After working through the lesson, you will be able to:
Understand the concept of resources
Create resources
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6. Agenda Master Data – Resources 1: General 2: Functional Relationships
3: Step by Step
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7. 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
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8. 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
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9. Agenda Master Data – Resources 1: General 2: Functional Relationships
3: Step by Step
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10. 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
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11. 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

12. Agenda 13 projects released Master Data – Resources 1: General
2: Functional Relationships
3: Step by Step
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13. 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.
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14. 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.
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15. 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
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16. 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.
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17. 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)

18. 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
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19. Thank you for your cooperation!
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