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HR_LSO_M1C3D4A2 - Create Resource Type

HR_LSO_M1C3D4A2 - Create Resource Type

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In this step, you create resource types.

By assigning resource types to a course type, you create utilities that could be required for a course. You assign the actual utilities (resources) required to the individual courses.

Rooms where seminars or courses take place can be combined to form the resource type 'Room'. The advantage of this is that you can designate several rooms that have the same equipment as a resource type.

You record data for resource types under the following headings:

  • Capacity
Under capacity, you can specify the maximum, optimum and minimum number of places available. The system uses this data for checks against the course or course type capacity during booking transactions.
  • Costs
You can assign costs (sub-divided into cost items) to resource types. These can be transferred to Controlling and can be used to calculate a price proposal for a course.
  • Availability indicators
Under availability indicators, you can specify the conditions attached to resource types relevant for course planning.
You specify whether a resource type is flagged as 'required', which means that it must be available for the course. You also specify the quantity required per course or per participant.
Caution
Only resources flagged as 'required' are reserved during automatic resource reservation.

The course type "Elementary English" requires the following:

  • Room (must be included in the planning)
  • Instructor (must be included in the planning)
  • Various course materials etc.

Before you can maintain the Costs infotype, you must carry out the step Maintain Cost Items.

Before you can maintain data for the alternative resource search feature in the Availability Indicators infotype, you must carry out the step Maintain Relationships.

Once you have created one object, you can create all other objects and data in a structure in the step Maintain Master Data via Catalog.

  1. Enter the following on the initial screen:
  • If you are using external number assignment, enter a number for the resource type you want to create in the Resource type field. Enter the validity start date of the object in the Validity field.

  • If you are using internal number assignment, simply enter the validity start date of the object and choose Create.

  1. Enter the relevant data for the resource type you want to create on the data screen. This involves maintaining the availability indicators for the resource type:
  • You specify whether the resources of the resource type are rooms, instructors, material, or other resources.

  • You specify whether the resources are location-dependent.

This information is essential for rooms when you work with multiple locations since otherwise the resources will not be offered for reservation.
  • You specify whether the resource is 'required', that is, essential for the course. You also specify the required quantity per course or per participant.

  • You can assign a priority to resource types. The priority you assign determines the order in which resources are presented for reservation during creating or planning transactions. For example, the first resource presented for reservation is the resource type 'room', then the instructor, and so on.

  • In the case of the resource types Instructor and Material, you must also specify the object type to be used (for example P for persons or H for external persons) in the alternative resource search feature.

  1. There are two possible ways to continue editing:
  • If you do not wish to use the "Fast data entry" function, just save your entries.

  • If you wish to use the fast data entry function, choose Fast data entry.

When you do so, you will remain on the data screen.
  1. Continue to enter further objects and data, saving your entries each time with Save.
You remain in the fast entry mode until you choose Back.

Once you have created your first object, or if an object already exists in the system, you can use this as a reference to copy from. To do this, simply enter the number of the resource type you want to use as a reference in the Resource type field in the "Copy from" box. All the data of the reference object will be proposed on the screen. You may overwrite this data.

The settings you made in the step Maintain Actions affects data maintenance for resource types since this step contains specifications as to what infotypes you can maintain for resource types.






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