Work Order and Notification Assignment Types Supported In Work Manager 5.3

Provided by SAP Mobile - Rapid Innovation Group

Applicable Releases:

SAP Work Manager 5.3

Version 1.0

www.sap.com

TABLE OF CONTENTS

WORK ORDER ASSIGNMENT OVERVIEW .................................................................................................... 3 Summary .......................................................................................................................................................... 3 Business Needs ............................................................................................................................................... 3 Assumptions .................................................................................................................................................... 3 Work Order Assignment Types ...................................................................................................................... 3 Note: .................................................................................................................................................................. 3

SECTION 1: HEADER LEVEL PERSON RESPONSIBLE (ASSIGNMENT TYPE ‘1’): .................................. 4

SECTION 1.2: OPERATION LEVEL PERSONNEL NUMBER (ASSIGNMENT TYPE ‘2’): ............................ 5

SECTION 1.3: SUB-OPERATION LEVEL PERSONNEL NUMBER (ASSIGNMENT TYPE ‘3’): ................... 6

SECTION 1.4: CAPACITY REQUIREMENT LEVEL PERSONNEL NUMBER (ASSIGNMENT TYPE ‘4’): ... 7

SECTION 1.5: HEADER LEVEL PLANNER GROUP (ASSIGNMENT TYPE ‘5’): .......................................... 8

SECTION 1.6: OPERATION/TASK LEVEL WORK CENTER (ASSIGNMENT TYPE ‘6’): ............................. 8

SECTION 1.7: HEADER LEVEL BUSINESS PARTNER (ASSIGNMENT TYPE ‘7’): .................................... 9

SECTION 1.8: HEADER LEVEL WORK CENTER (ASSIGNMENT TYPE ‘8’): .............................................. 9

NOTIFICATION ASSIGNMENT TYPES ......................................................................................................... 10

SECTION 2.1: HEADER LEVEL PERSON RESPONSIBLE (ASSIGNMENT TYPE ‘1’): ............................. 10

SECTION 2.2: TASK LEVEL PERSONNEL NUMBER (ASSIGNMENT TYPE ‘2’): ..................................... 11

SECTION 2.3: HEADER LEVEL PLANNER GROUP (ASSIGNMENT TYPE ‘3’): ....................................... 11

SECTION 2.4: HEADER LEVEL BUSINESS PARTNER (ASSIGNMENT TYPE ‘4’): .................................. 12

SECTION 2.5: HEADER LEVEL WORK CENTER (ASSIGNMENT TYPE ‘5’): ............................................ 13

SECTION3: CONFIGURATION PANEL FOR WORK ORDER/NOTIFICATION ASSIGNMENT ................. 14

SECTION 4: MAM CONFIGURATION ........................................................................................................... 15

Work Order and Notification Assignment Types Supported in Work Manager 5.3

3

WORK ORDER ASSIGNMENT OVERVIEW

This document provides the back-end system requirements and configuration for Work Order Assignment Type feature for Work Manager 5.3 for SAP ERP.

Summary

This document outlines the work assignment process for work manager application. Work orders originate from the SAP application where they are planned and assigned to the technician by different assignment types.

Business Needs

The planning department will verify and release the work orders that are ready to dispatch and assigned to the technician directly using person responsible field or using technicians work center, planner group or related business partner. Work manager application need to support all these different assignment types to download work orders and notifications associated with the technician.

Assumptions

List of technicians and associated personnel numbers will be maintained in SAP.

The work center/planner group/partner function relationship associated with the technician (mobile user) will be maintained through MAM configuration in SAP.

SAP PM module is implemented

SAP HR module is implemented

Push is only supported for assignment type 1 and assignment type 2

Work Order Assignment Types

The following are the different types of work assignment that will support through work manager application:

Note:

Some of the buttons in Work Manager Application at work order header level and operation level like TRANSFER, HOLD, and TECO etc. will be disabled based on assignment type chosen. In other words if assignment type is at operation level then buttons at work order header level are disabled and vice versa.

Work Order and Notification Assignment Types Supported in Work Manager 5.3

4

SECTION 1: HEADER LEVEL PERSON RESPONSIBLE (ASSIGNMENT TYPE ‘1’):

The planned work order will be assigned to the technicians HR personnel number through work order header Person Responsible field as shown in Fig. 2.1.

Fig. 2.1. - Header level Person Responsible Assignment

Work Order and Notification Assignment Types Supported in Work Manager 5.3

5

SECTION 1.2: OPERATION LEVEL PERSONNEL NUMBER (ASSIGNMENT TYPE ‘2’):

The planned work order will be assigned to the technicians HR personnel number through work order individual operation Personnel number field as shown in Fig. 2.2.

Fig. 2.2 – Operation level Person number Assignment

Work Order and Notification Assignment Types Supported in Work Manager 5.3

6

SECTION 1.3: SUB-OPERATION LEVEL PERSONNEL NUMBER (ASSIGNMENT TYPE ‘3’):

The planned work order will be assigned to the technicians HR personnel number through work order individual Sub-operation Personnel number field as shown in Fig. 2.3.

Fig. 2.3 – Sub-Operation level Person number Assignment

Work Order and Notification Assignment Types Supported in Work Manager 5.3

7

SECTION 1.4: CAPACITY REQUIREMENT LEVEL PERSONNEL NUMBER (ASSIGNMENT TYPE ‘4’):

The planned work order will be assigned to the technicians HR personnel number through work order operation Capacity Requirement Personnel number field as shown in Fig. 2.4.

Fig. 2.4 – Capacity Requirement level Person number Assignment

Work Order and Notification Assignment Types Supported in Work Manager 5.3

8

SECTION 1.5: HEADER LEVEL PLANNER GROUP (ASSIGNMENT TYPE ‘5’):

The planned work order will be assigned to the planner group associated with the technician through work order header Planner Group field as shown in Fig. 2.5.1.

Fig. 2.5 – Header level Planner Group Assignment

SECTION 1.6: OPERATION/TASK LEVEL WORK CENTER (ASSIGNMENT TYPE ‘6’):

The planned work order will be assigned to the work center associated with the technician through work order individual operation level work center field as shown in Fig. 2.6.1.

Fig. 2.6 – Operation/Task level Work Center Assignment

Work Order and Notification Assignment Types Supported in Work Manager 5.3

9

SECTION 1.7: HEADER LEVEL BUSINESS PARTNER (ASSIGNMENT TYPE ‘7’):

The planned work order will be assigned to the Business Partner associated with the technician through work order header partner function maintenance as shown in Fig. 2.7.1.

Fig. 2.7 – Header level Business Partner Assignment

The Business Partner could be anyone related to work order partner function and associated with the technician such as sold-to-party, ship-to-party, vendor etc. The standard out-of-box work manager product will use partner function ‘VU-User Responsible’ as default partner function and technician SAP User ID as partner number if there is no MAM configuration set up for the user.

SECTION 1.8: HEADER LEVEL WORK CENTER (ASSIGNMENT TYPE ‘8’):

The planned work order will be assigned to the Work Center associated with the technician through work order header work center field as shown in Fig. 2.8.

Fig. 2.8 – Header level Work Center Assignment

Work Order and Notification Assignment Types Supported in Work Manager 5.3

10

NOTIFICATION ASSIGNMENT TYPES

SECTION 2.1: HEADER LEVEL PERSON RESPONSIBLE (ASSIGNMENT TYPE ‘1’):

Work Order and Notification Assignment Types Supported in Work Manager 5.3

11

SECTION 2.2: TASK LEVEL PERSONNEL NUMBER (ASSIGNMENT TYPE ‘2’):

SECTION 2.3: HEADER LEVEL PLANNER GROUP (ASSIGNMENT TYPE ‘3’):

Work Order and Notification Assignment Types Supported in Work Manager 5.3

12

SECTION 2.4: HEADER LEVEL BUSINESS PARTNER (ASSIGNMENT TYPE ‘4’):

Work Order and Notification Assignment Types Supported in Work Manager 5.3

13

SECTION 2.5: HEADER LEVEL WORK CENTER (ASSIGNMENT TYPE ‘5’):

Work Order and Notification Assignment Types Supported in Work Manager 5.3

14

SECTION3: CONFIGURATION PANEL FOR WORK ORDER/NOTIFICATION ASSIGNMENT

Work Order and Notification Assignment Types Supported in Work Manager 5.3

15

SECTION 4: MAM CONFIGURATION

By using Mobile Asset Management (MAM) configuration, you can define individual settings for each user. Mobile device will be updated with the user data settings on login step. Go to the following IMG path to update the user data: IMG Plant Maintenance and Customer Service Maintenance and Service processing

Mobile Asset Management Configure User-Dependent Data

Fig. 3.1 – MAM Configuration for User level settings

If MAM configuration is not maintained for the mobile user then the application will go and check for user parameter maintenance to update the user data settings to the mobile device. NOTE: - If none of the above listed assignment type suit your business requirement, create new your assignment type or use predefined enhancements provided by base product for each assignment type to define additional filter criteria.

www.sap.com

© 2013 SAP AG. All rights reserved.

SAP, R/3, SAP NetWeaver, Duet, PartnerEdge, ByDesign, SAP

BusinessObjects Explorer, StreamWork, SAP HANA, and other SAP

products and services mentioned herein as well as their respective

logos are trademarks or registered trademarks of SAP AG in Germany

and other countries.

Business Objects and the Business Objects logo, BusinessObjects,

Crystal Reports, Crystal Decisions, Web Intelligence, Xcelsius, and

other Business Objects products and services mentioned herein as

well as their respective logos are trademarks or registered trademarks

of Business Objects Software Ltd. Business Objects is an SAP

company.

Sybase and Adaptive Server, iAnywhere, Sybase 365, SQL

Anywhere, and other Sybase products and services mentioned herein

as well as their respective logos are trademarks or registered

trademarks of Sybase Inc. Sybase is an SAP company.

Crossgate, m@gic EDDY, B2B 360°, and B2B 360° Services are

registered trademarks of Crossgate AG in Germany and other

countries. Crossgate is an SAP company.

All other product and service names mentioned are the trademarks of

their respective companies. Data contained in this document serves

informational purposes only. National product specifications may vary.

These materials are subject to change without notice. These materials

are provided by SAP AG and its affiliated companies ("SAP Group")

for informational purposes only, without representation or warranty of

any kind, and SAP Group shall not be liable for errors or omissions

with respect to the materials. The only warranties for SAP Group

products and services are those that are set forth in the express

warranty statements accompanying such products and services, if

any. Nothing herein should be construed as constituting an additional

warranty. .