Service resource planning

In the first stage, at the global service resource planning of the service order, materials are allocated to the selected warehouse or purchase orders at entry. In addition, the preferred engineers are soft allocated for the orders that must be carried out. In the second stage, during the SRP or the batch process, the service orders are released if engineers are already allocated to the orders.

To schedule and release a service order more logically, you can use the Resource Management Workbench (tssoc8351m000).

You can create a service order from the service quotation.

The following planning constraints and resource checks can be valid for the whole planning cycle. Bear in mind that you define the plan bucket yourself.

  • Area or service center:

    The service engineer can be responsible for an area.

  • Combine service activities:

    The service activities carried out on one configuration and/or location can be combined to work more efficiently, especially with calls.

  • Response time:

    The response time agreed in the contract, warranty, service order, or call to fix the problem.

  • Skills engineer:

    Without the right skills, the engineer may not be able to fix the problem.

  • Locations:

    Service activities can apply to a whole location.

  • Calendar functionality:

    To check the working hours of an engineer or work center.

  • Appointment confirmations:

    In the Call Management and Maintenance Planning Concepts modules, you can make appointments with the customer.

  • Preferred engineers:

    An engineer linked to a customer asset is responsible in the first place, second place, and third place. For scheduling, these engineers must be checked first.

  • Overtime:

    Overtime allowed for an engineer is another check that can be done.

  • Available parts:

    Without available parts concerning the service order that must be carried out, you cannot reach a high first time fix rate. If the right part is not available, an alternative part can be delivered.

  • Service kit allocation:

    To carry out a service order, sometimes a service kit is required and, therefore, must be planned and allocated.

  • Asset calendar:

    A calendar in which the availability of an asset can be checked, for example, machines for plant maintenance or customer assets.

  • Planned maintenance:

    The machines must be available (no usage is planned).