2002 TRM en Overview

Task & ResourceTask & Resource

Management (TRM)Management (TRM)

SAP AG 2004, SAP TechEd / Session ID / 2

Administrative

Layer

Planning, Inventory,

MM, Master Data

SAP went further down in Warehouse Management

Warehouse

Management

Storage, Bins, Pallets

Strategies, Pick, Pack

Task & Resource

Management

Transfer Opt. /Control

Resource Control

Automation

ASRS, Conveyors...

Former System View

(source VDI 3962)

Former System View

(source VDI 3962) Today

(integrated view)

Today

(integrated view)

ERP

Warehouse

Material Flow

PLC

mySAP SCM

LES

TRM

PLC


Elevator

1

3 4

2

Warehouse 1 Warehouse 2 7

6

5

Example for the need of TRM

TO source bin

confirmation via RF

TO destination bin

confirmation via RF

Black Box

System VisibilitySystem Visibility

Physical ProcessPhysical Process


Architecture – TRM is part of LES

RFTerminal

RFTerminal

RFTerminal

Worker & Equipment Interface

SAP LES

Task & Resource Management (TRM)� Task Creation

� Task Selection and Submission

� Task Confirmation

� Exception Handling

� Guided from LES

� Controls Resources

� Communicates Instructions

Warehouse Management System (WM)� Inbound / Outbound Delivery

� Transfer Order

� Inventory Document

� Controls storage bins

� Controls goods


Relationship between Transfer Orders and Tasks

1. A Transfer Order can lead to 1...n tasks

2. The first task update starts the first step of the Transfer Order

3. The confirmation of the last task completes the second step of the TO

Source Destination Transfer Order

Task 1

Update

TasksTask 2 Task n

Update

Source Dest. Source Dest. Source Dest.


Task Description

�Putaway

�Picking

�Replenishment

�Move

�Bundle (pick and

pack)

Task Examples:�Packing

�Labelling

�Repacking

�User defined activity

Task Status:

� Available

� Hold

�Force Confirm

� Accepted

� Started

� Finished

� Cancelled


Task Priority

LES priority

TRM base priority (static)

TRM dynamic priority

Neighbourhood aspects

Current Position (Interleaving)

Execution constraints

Resource constraints

EGO

Selection Priority

Selection Constraints

Changes to Priority

Manually

System driven

(eg. Task gets closer to the

due date/time)

Mode Selection


Two physical entities can define a resource

� Equipment (vehicle/machine)

� Worker

� Resources perform Tasks

� Resource Allocation Preferences

� Resources are allowed to

� Reach certain levels

� Move certain Pallet types

� Handle a certain combination of Pallets

� Work only in special areas

� Do only certain operations

� Resources are acting Real Time

Resources

EquipmentEquipment WorkerWorker

ResourceResource

++

==


Example: Resource Definition and its capabilities


Example for Resource Logoff


A more detailed view on the Warehouse structure

TRM introduces new Warehouse structures:

� Intermediate areas: Pick-up / Drop-Off zones

� Work centers

TRM knows more

� Geo Coordinates for each Bin

� Logical and physical bin groupings(e.g. aisles as zones, Zone groups,

nodes)

� Routes with associated information – automatic routing

(e.g. length, duration, priority etc.)

TRM supports several bin types:

� Storage bins that are LES controlled

� Intermediate bins that serve as a handshaking area

� Work center bins

� Bin identification of various resources


Route Management – Warehouse


Assignment of Tasks to Ressources

� User Guided

�Eg. Select Task by Handling Unit number

� System Guided

�System assigns after last confirmation automatically

the next task

�Choice of semi-system guide mode

� Manual

�The task is assigned manually to a resource using the

TRM (Task and Resource Management) Monitor

� Internal

�The task was assigned internally by the system,

�eg, new task after splitting


Determination of next Task (system driven)

Available tasks

Allowed tasks

Task sorting

strategy

Tasks selection

Available tasks

� Tasks waiting for execution

Allowed tasks

� Possible tasks for a dedicated resource

� Certain tasks are excluded (not processable from this resource type, ...)

Task sorting strategy

� Determine selection/sorting algorithm

� Prioritize each task

Task selection process

� Optimum work processes

� Selection by sorting rules

� Task interleaving


Monitoring Tasks & Resources

� Overview on Tasks and Resources

� Show Alert Situations

� Dynamic status update

� Dynamic update of resource attributes

� Dynamic update of base and dynamic priorities

� Send Messages to Resources

� Resource Handling Wizard

� Explanation Tool

� Mode Setting

� User defined View Settings

� Fix Navigation

� Variant Setting

� Object Class Methods

� Application Log Display

� Unassign Tasks

� Change Priorities

TRM Monitor

TRM Operating Control

Specials


TRM Monitor

Example:

Send Messages to Ressources:

� Fixed Messages

� Send to many Resources

� Free Messages

� Priority Messaging

�Highly Customizable

�User defined icons and

properties


Object

Hierarchy

Tree

HTML

Display

Area

ALV Table

TRM Monitor

TRM Monitor

The TRM monitor is a tool that keeps warehouse managers constantly up-to-date as to

the current situation in the warehouse and enables managers to initiate appropriate

responses in light of this situation.

Structure and Use


Resource Elements

Create/Create Resource Element/Copy/Modify/Delete

Opens the Resource Element Maintenance Wizard, enabling you to create, copy, modify

or delete resource elements.


Messaging

Sending Messages to Resources

Enables you to send messages to the presentation devices of selected resources. The

below figures show how you send a message, and how it is received on the resource’s

presentation device.


Mode Maintenance

Enables you to affect

task prioritization at

the task creation and

selection stages by:

• Creating, modifying

and deleting modes

(operating states that

represent a set of

warehouse

circumstances such as a

shift or season)

• For each mode,

entering or modifying

weighting factors for each

of the priority entities.


Priority Explain

Opens the priority explanation tool which displays the priority model for a selected

task, (including the normalized weights and priorities for the various priority entities, at

both task creation and task selection stages) and enables you to view priority

calculations.


The Alert Monitor

The alert monitor is a tool for highlighting actual and emerging problematic situations in

the warehouse, and enabling responses to be initiated (exception handling).


Configuring Alerts

You can configure alerts by right-clicking an object class or clicking the Configure icon

above the hierarchy tree. You can set the upper and lower levels for triggering alerts and

decide which alerts to exclude from the alerts monitor.


Exception Handling

Exception Handling Methods

The different alerts/object classes have their own methods. You invoke the methods by

selecting a specific object in the ALV table, clicking the methods icon located above the

ALV table, and selecting a method from the pop-up menu.


How is TRM activated ?

Customizing:

Assign Site to Warehouse Number

Define for each Warehouse TRM active for

each combination of:

� From Storage Type

� To Storage Type

� Movement type

Customize the Transfer Order

for 2-step confirmation


TRM - Last but not least

TRM is a part of LES

SAP LES continues to be responsible for

� placement and removal strategies

� inventory management

� logistic decisions

LES (WM) works either with or without TRM

SAP recommends to use decentral WMS with TRM

But TRM will not be restricted to decentralized WMS

TRM is planned to be delivered as part of R/3 Enterprise


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2002 TRM en Overview

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