Scheduling

Objective

After completing this lesson, you will be able to configure Scheduling of Maintenance Orders

Scheduling Settings

Settings for Planning Plant and Order Type

During scheduling, the lead times for the operations (Duration field) are totaled and then either added to the basic start date (forwards scheduling) or subtracted from the basic end date (backwards scheduling). The start or end dates calculated in this way can deviate from the basic dates.

For each order type, you can define the standard scheduling type. However, this can be changed on the header data screen for the maintenance order. Each scheduling type refers to a scheduling method, for example, forward scheduling, backward scheduling, current date scheduling, or no scheduling.

Adjust basic dates means that the date entries scheduled always have priority over the basic dates.

Automatic scheduling means that the system always schedules the order when you save it.

Scheduling including breaks means that the break times from the work center masters are considered. If the indicator is not set, the total break time is distributed proportionally. The scheduling including breaks can only be used in connection with a shift sequence with scheduled breaks (in maintenance, this is not usual).

Order shift means that if you change the basic dates when an order is being executed, the system always uses the new basic dates for scheduling purposes, rather than the actual dates entered so far.

Scheduling Types

The capacity loads that are already available are considered during capacity scheduling.

Only those work centers that have the Relevant for Capacity Scheduling indicator are involved in capacity scheduling. For each operation to be scheduled, the system checks whether sufficient free capacity is available for it on the date calculated. If sufficient capacity is available, the operation is scheduled. If sufficient capacity is not available, the operation is shifted to a date when capacity problems do not arise.

Relationships

The graphic shows an overview of relationships: FS relationship (production to installation), SS relationship (design and purchase order), FF relationship (design to materials planning), and SF relationship (permit to start-up phase).

A relationship describes time-based dependencies between two operations in a maintenance order. For example, a particular operation can only start once another operation has been completed, or an operation cannot be completed before another operation has been completed.

Relationships are determined by the following factors:

  • Type

  • Time period

There are four types of relationship:

  • Finish - Start:

    The end of one operation is linked to the start of the next operation.

  • Start - Start:

    The start of one operation is linked to the start of the next operation.

  • Finish - Finish:

    The end of one operation is linked to the end of the next operation.

  • Start - Finish:

    The start of one operation is linked to the end of the next operation.

The time period is the time between two operations that are linked by a relationship. For example, the waiting times between two working stages can be represented.

If only some operations in an order are fully linked by relationships, the missing relationships can be regenerated using the Generate relationships function for an order. FS relationships are automatically generated here.

How to set up Order Scheduling

Setting the Scheduling Parameters

Scheduling an Order

Time Zone Support

If you plan and execute a maintenance task with several employees in different time zones, you can switch the time zone in notifications, orders, confirmations, measuring points, and measurement documents.

The data is nevertheless stored with the time in the time zone in which the system is working (system time zone). This remains the same. The time conversion to another time zone appears only on the interface. When you deactivate time zone support, the system automatically reverts back to system time.

If you have activated time zone support in Customizing, the following options are available:

Reference time zone
Time zone for the current transaction (only brief switch intended).
Session time zone
This time zone applies for the session (between logging on and logging off). It is set when you have to deal with a particular region for a longer period of time.
Personal time zone
The personal time zone in which the employee normally works. This is set in Customizing or in the user data (SU3). The personal time zone is the default value for the reference time zone if you have not set a session time zone.

Summarizing Customizing Settings - Scheduling

Access to Customizing

On the SAP Menu screen, choose

Tools → Customizing → IMG → Execute Project → Goto → SAP Reference IMG

The graphic shows the field name/data type for Order Type - Scheduling: Scheduling Types and Scheduling Parameters.

Menu Paths for Order Customizing Settings.

The following tables provide menu paths for Order Customizing settings.

Order Scheduling

Field Name or Data TypePath
SchedulingPlant Maintenance and Customer ServiceMaintenance and Service ProcessingMaintenance and Service OrdersScheduling
Time zone supportPlant Maintenance and Customer ServiceMaintenance and Service ProcessingBasic SettingsActivate Time Zone Support for Application Areas

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