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<ManualTopic ID="/baanerp/ts/onlinemanual/000038" xml:lang="en">
	<Header>
		<Title xmlns:ssa="http://www.ssaglobal.com" xmlns:HTML="http://www.w3.org/TR/REC-html40">Global SRP</Title>
		<Keyword><Level1>global SRP</Level1>
		</Keyword>
		<Keyword><Level1>service requirement planning</Level1>
			<Level2>global</Level2>
		</Keyword>
	</Header>
	<GeneralSection><Paragraph>You carry out <Link href="/baanerp/ts/glossary/glossary#000047" role="glossary">global SRP</Link> for a service order using the <GUIRef href="/baanerp/ts/soc/tssoc2260m000" role="session">Run Global SRP (tssoc2260m000)</GUIRef> session.</Paragraph>
		<GeneralSection><SectionTitle>Preliminary conditions</SectionTitle>
			<List><ListIntro>To sucessfully run global SRP for a service order (SO). the following conditions must be met:</ListIntro>
				<ListItem>There must be at least one activity present for the SO.</ListItem>
				<ListItem>The <GUIRef href="/baanerp/ts/soc/tssoc2110m000#tssoc210.pstm" role="formfield">Planned Start Time</GUIRef> and the <GUIRef href="/baanerp/ts/soc/tssoc2110m000#tssoc210.acdu" role="formfield">Activity Duration</GUIRef> fields for all activities of the SO must be filled.</ListItem>
				<ListItem>The serialized items for which the activities are planned must be valid.</ListItem>
			</List>
			<List><ListIntro>If in the <GUIRef href="/baanerp/ts/soc/tssoc0100m000" role="session">Service Order Parameters (tssoc0100m000)</GUIRef> session, the <GUIRef href="/baanerp/ts/soc/tssoc0100m000#tssoc000.bfri" role="formfield">First Order Procedure Step for Blocking</GUIRef> field is set to <GUIRef href="/baanerp/ts/domains/soc.bfri#global.srp" role="enum">Order Planning</GUIRef> or <GUIRef href="/baanerp/ts/domains/soc.bfri#order.def" role="enum">Order Definition</GUIRef>, then when global SRP is run:</ListIntro>
				<ListItem>If no parameters are set for service order blocking, no checks are carried out and all service orders will be processed.</ListItem>
				<ListItem>If a service order's <GUIRef href="/baanerp/ts/soc/tssoc2100m000#tssoc200.blyn" role="formfield">Blocked</GUIRef> check box in the <GUIRef href="/baanerp/ts/soc/tssoc2100m000" role="session">Service Orders (tssoc2100m000)</GUIRef> session is selected and the SO blocking is still valid, SSA ERP does not plan the SO.</ListItem>
				<ListItem>If the <GUIRef href="/baanerp/ts/soc/tssoc2100m000#tssoc200.blyn" role="formfield">Blocked</GUIRef> check box is selected and the SO blocking is no longer valid, SSA ERP unblocks the SO, and the SO will be planned.</ListItem>
			</List>
			<Paragraph>If the service order's <GUIRef href="/baanerp/ts/soc/tssoc2100m000#tssoc200.blyn" role="formfield">Blocked</GUIRef> check box is not selected, SSA ERP carries out the SRP. If a blocking reason limit is exceeded, the <GUIRef href="/baanerp/ts/soc/tssoc2100m000#tssoc200.blyn" role="formfield">Blocked</GUIRef> check box is selected, and SSA ERP creates the SO blocking reason in the <GUIRef href="/baanerp/ts/mdm/tsmdm1101m000" role="session">Blocking Reasons (tsmdm1101m000)</GUIRef> session. The service order will not be planned.</Paragraph>
			<Paragraph>If you select the <GUIRef href="/baanerp/ts/soc/tssoc2260m000#pro.rep" role="formfield">Process Report</GUIRef> check box and the <GUIRef href="/baanerp/ts/soc/tssoc2260m000#err.rep" role="formfield">Error Report</GUIRef> check box, the blocked SOs are printed on the error report, and the unblocked SOs are printed on the process report.</Paragraph>
		</GeneralSection>
		<GeneralSection><SectionTitle>What attributes are affected?</SectionTitle>
			<List><ListIntro>When you run global SRP, and the required conditions are met, then:</ListIntro>
				<ListItem>SOs with a <GUIRef href="/baanerp/ts/domains/soc.osta#free" role="enum">Free</GUIRef>, <GUIRef href="/baanerp/ts/domains/soc.osta#planned" role="enum">Planned</GUIRef>, or <GUIRef href="/baanerp/ts/domains/soc.osta#released" role="enum">Released</GUIRef> status can be processed by the global SRP.</ListItem>
				<ListItem>SO activities with a <GUIRef href="/baanerp/ts/domains/soc.osta#free" role="enum">Free</GUIRef> status are planned. Activities with a <GUIRef href="/baanerp/ts/domains/soc.osta#planned" role="enum">Planned</GUIRef> status are replanned if the <GUIRef href="/baanerp/ts/soc/tssoc2260m000#rpln.yn" role="formfield">Replan</GUIRef> check box is selected.</ListItem>
			</List>
			<Paragraph>The attributes of a service order and its related activities that are affected when you run global SRP depend on the status of the service order and its related activities.</Paragraph>
			<List><ListIntro>If the SO status is <GUIRef href="/baanerp/ts/domains/soc.osta#free" role="enum">Free</GUIRef>, SSA ERP carries out actions on the:</ListIntro>
				<ListItem>Preferred engineer</ListItem>
				<ListItem>Planned dates of the SO (recalculated)</ListItem>
				<ListItem>Travel cost line</ListItem>
				<ListItem>SO status</ListItem>
				<ListItem>SO cost lines: Purchase, Allocate material, Plan tools</ListItem>
			</List>
			<List><ListIntro>If the SO status is <GUIRef href="/baanerp/ts/domains/soc.osta#planned" role="enum">Planned</GUIRef>, SSA ERP carries out actions on the:</ListIntro>
				<ListItem>Planned dates (recalculated)</ListItem>
				<ListItem>SO order cost lines: Purchase, Replan tools</ListItem>
			</List>
			<Paragraph>If the SO status is <GUIRef href="/baanerp/ts/domains/soc.osta#released" role="enum">Released</GUIRef>, SSA ERP carries out no actions on the SO.</Paragraph>
			<List><ListIntro>If the SO status is either <GUIRef href="/baanerp/ts/domains/soc.osta#free" role="enum">Free</GUIRef>, <GUIRef href="/baanerp/ts/domains/soc.osta#planned" role="enum">Planned</GUIRef> or <GUIRef href="/baanerp/ts/domains/soc.osta#released" role="enum">Released</GUIRef>, and the activity status is <GUIRef href="/baanerp/ts/domains/soc.osta#free" role="enum">Free</GUIRef>, SSA ERP carries out actions on the:</ListIntro>
				<ListItem>Subcontractor (buy-from business partner)</ListItem>
				<ListItem>Planned dates (recalculated)</ListItem>
				<ListItem>Coverage date</ListItem>
				<ListItem>Inspection lines</ListItem>
				<ListItem>SO activity status</ListItem>
				<ListItem>SO activity cost lines: Purchase, Allocate material, Plan tools, and Reallocate material, Replan tools if the SO status is <GUIRef href="/baanerp/ts/domains/soc.osta#planned" role="enum">Planned</GUIRef>.</ListItem>
			</List>
			<List><ListIntro>If the SO status is <GUIRef href="/baanerp/ts/domains/soc.osta#planned" role="enum">Planned</GUIRef> or <GUIRef href="/baanerp/ts/domains/soc.osta#released" role="enum">Released</GUIRef>, and the activity status is <GUIRef href="/baanerp/ts/domains/soc.osta#planned" role="enum">Planned</GUIRef>, SSA ERP carries out actions on the:</ListIntro>
				<ListItem>Planned dates (recalculated)</ListItem>
				<ListItem>SO activity cost lines: Purchase, Replan tools</ListItem>
			</List>
		</GeneralSection>
		<GeneralSection><SectionTitle>Actions of global SRP</SectionTitle>
			<Paragraph>When you run the <GUIRef href="/baanerp/ts/soc/tssoc2260m000" role="session">Run Global SRP (tssoc2260m000)</GUIRef> session, the actions SSA ERP carries out on the attributes of a service order (SO) and/or, service order activity, when the status allows, are as follows:</Paragraph>
		</GeneralSection>
		<GeneralSection><SectionTitle>Preferred engineer</SectionTitle>
			<List><ListIntro>The <GUIRef href="/baanerp/ts/soc/tssoc2100m100#tssoc200.emno" role="formfield">Service Engineer</GUIRef> field of the SO is filled with the cluster's <GUIRef href="/baanerp/ts/bsc/tsbsc1100m000#tsbsc100.prfa" role="formfield">Preferred Engineer 1</GUIRef>, when:</ListIntro>
				<ListItem>The <GUIRef href="/baanerp/ts/soc/tssoc0100m000#tssoc000.alen" role="formfield">Allocate Engineers during Global SRP</GUIRef> check box in the <GUIRef href="/baanerp/ts/soc/tssoc0100m000" role="session">Service Order Parameters (tssoc0100m000)</GUIRef> session is selected.</ListItem>
				<ListItem>The SO order status is <GUIRef href="/baanerp/ts/domains/soc.osta#free" role="enum">Free</GUIRef>.</ListItem>
			</List>
		</GeneralSection>
		<Note><SectionTitle>Note</SectionTitle>
			<Paragraph>The <GUIRef href="/baanerp/ts/soc/tssoc2100m100#tssoc200.emno" role="formfield">Service Engineer</GUIRef> field of the SO will not be changed if it is already filled.</Paragraph>
		</Note>
		<GeneralSection><SectionTitle>Recalculated planned dates</SectionTitle>
			<Paragraph>If the activity status is <GUIRef href="/baanerp/ts/domains/soc.osta#free" role="enum">Free</GUIRef> or <GUIRef href="/baanerp/ts/domains/soc.osta#planned" role="enum">Planned</GUIRef>, the <GUIRef href="/baanerp/ts/soc/tssoc2110m000#tssoc210.pftm" role="formfield">Planned Finish Time</GUIRef> field will be recalculated based on the serialized item and cluster calendars. If these calendars are not available, the engineer, work center or company calendars are used. If a serialized item or cluster calendar is available for the serialized item, the <Link href="/baanerp/ts/soc/tssoc2100m000#tssoc200.pftm" role="fieldhelp">Planned Finish Time</Link> field on the SO header will also be recalculated. If the required capacity (time) is not available, SSA ERP prints the following message in the process report: <GUIRef href="/baanerp/ts/messages/socs2177" role="message">Required capacity for activity line %1$s not (completely) available.</GUIRef>.</Paragraph>
		</GeneralSection>
		<Note><SectionTitle>Note</SectionTitle>
			<Paragraph>If you add, delete or change an activity line, the <Link href="/baanerp/ts/soc/tssoc2100m000#tssoc200.pftm" role="fieldhelp">Planned Finish Time</Link> of the SO will be updated directly. Activities with the status <GUIRef href="/baanerp/ts/domains/soc.osta#planned" role="enum">Planned</GUIRef> are only replanned if the <GUIRef href="/baanerp/ts/soc/tssoc2260m000#rpln.yn" role="formfield">Replan</GUIRef> check box in the <GUIRef href="/baanerp/ts/soc/tssoc2260m000" role="session">Run Global SRP (tssoc2260m000)</GUIRef> session is selected.</Paragraph>
		</Note>
		<GeneralSection><SectionTitle>Coverage date</SectionTitle>
			<Paragraph>If the <Link href="/baanerp/ts/soc/tssoc2100m000#tssoc200.cvtm" role="fieldhelp">Coverage Time</Link> field of the SO activity is empty, SSA ERP enters the <GUIRef href="/baanerp/ts/soc/tssoc2110m000#tssoc210.pstm" role="formfield">Planned Start Time</GUIRef> of the SO.</Paragraph>
		</GeneralSection>
		<GeneralSection><SectionTitle>Travel cost lines</SectionTitle>
			<Paragraph>Estimated traveling cost lines are created in the <GUIRef href="/baanerp/ts/soc/tssoc2140m000" role="session">Service Order Estimated Other Costs (tssoc2140m000)</GUIRef> session, if the SO status is <GUIRef href="/baanerp/ts/domains/soc.osta#free" role="enum">Free</GUIRef> and the <GUIRef href="/baanerp/ts/mdm/tsmdm0100m000#tsmdm000.trmd" role="formfield">Travel Cost Method</GUIRef> field in the <GUIRef href="/baanerp/ts/mdm/tsmdm0100m000" role="session">General Service Parameters (tsmdm0100m000)</GUIRef> session is NOT <GUIRef href="/baanerp/ts/domains/mdm.trmd#none" role="enum">None</GUIRef>.</Paragraph>
			<List><ListIntro>In the <GUIRef href="/baanerp/ts/soc/tssoc0100m000" role="session">Service Order Parameters (tssoc0100m000)</GUIRef> session, if on the <GUIRef href="" role="manual">Costing</GUIRef> tab:</ListIntro>
				<ListItem>Only the <GUIRef href="/baanerp/ts/soc/tssoc0100m000#tssoc000.trml" role="formfield">Distance</GUIRef> check box is selected, SSA ERP creates one cost line for the <GUIRef href="/baanerp/ts/domains/soc.tspt#mileage" role="enum">Travel Distance</GUIRef> and one cost line for <GUIRef href="/baanerp/ts/domains/soc.tspt#total" role="enum">Travel Total</GUIRef>.</ListItem>
				<ListItem>Only the <GUIRef href="/baanerp/ts/soc/tssoc0100m000#tssoc000.trtm" role="formfield">Time</GUIRef> check box is selected, SSA ERP creates one cost line for <GUIRef href="/baanerp/ts/domains/soc.tspt#time" role="enum">Travel Time</GUIRef> and one cost line for <GUIRef href="/baanerp/ts/domains/soc.tspt#total" role="enum">Travel Total</GUIRef>.</ListItem>
				<ListItem>Both check boxes are selected, SSA ERP creates one cost line for the <GUIRef href="/baanerp/ts/domains/soc.tspt#time" role="enum">Travel Time</GUIRef> and one cost line for <GUIRef href="/baanerp/ts/domains/soc.tspt#mileage" role="enum">Travel Distance</GUIRef> and one cost line for travel total.</ListItem>
			</List>
		</GeneralSection>
		<GeneralSection><SectionTitle>Inspection lines</SectionTitle>
			<Paragraph>For each <Link href="/baanerp/ts/glossary/glossary#000010" role="glossary">measurement type</Link> of the cluster/serialized item that is entered in the <Link href="/baanerp/ts/glossary/glossary#000405" role="glossary">reference activity</Link> of the activity line, SSA ERP creates an inspection line in the <GUIRef href="/baanerp/ts/soc/tssoc2550m000" role="session">Inspections (tssoc2550m000)</GUIRef> session.</Paragraph>
		</GeneralSection>
		<GeneralSection><SectionTitle>Service order (activity) status</SectionTitle>
			<Paragraph>SSA ERP updates the status of the SO or SO activity to <GUIRef href="/baanerp/ts/domains/soc.osta#planned" role="enum">Planned</GUIRef> when the global SRP has been carried out successfully.</Paragraph>
		</GeneralSection>
		<GeneralSection><SectionTitle>Purchase</SectionTitle>
			<List><ListItem>In <GUIRef href="/baanerp/ts" role="package">Service</GUIRef>, only global SRP creates the purchase-order lines, if required.</ListItem>
				<ListItem>SSA ERP creates purchase orders for a service order's material cost lines whose delivery type is <GUIRef href="/baanerp/ts/domains/mdm.dltp#purch.order" role="enum">By Purchase Order</GUIRef> and <GUIRef href="" role="manual">Estimated Quantity</GUIRef> greater than 0.</ListItem>
				<ListItem>For a subcontracted service order activity, with the <GUIRef href="/baanerp/ts/soc/tssoc2110m000#tssoc210.sbit" role="formfield">Service/Cost Item</GUIRef> field entered, SSA ERP creates a purchase order for the subcontractor's services.</ListItem>
				<ListItem>If the planned delivery date of a purchase item is later than the planned start date of the service order, the <GUIRef href="/baanerp/ts/messages/socs2276" role="message">Required delivery date %1$u001 for item %2$s not feasible.</GUIRef> message is printed in the process report.</ListItem>
				<ListItem>The buy-from business partner for the purchase item is determined as follows: <ProcedureList><ListItem>The buy-from business partner of the material line ( <GUIRef href="/baanerp/ts/soc/tssoc2120m000" role="session">Service Order Estimated Material Costs (tssoc2120m000)</GUIRef>.</ListItem>
						<ListItem>The buy-from business partner of item/supplier information ( <GUIRef href="/baanerp/td/ipu/tdipu0110m000" role="session">Item - Purchase Business Partner (tdipu0110m000)</GUIRef>.</ListItem>
						<ListItem>The buy-from business partner of the item purchase data ( <GUIRef href="/baanerp/td/ipu/tdipu0110m000" role="session">Item - Purchase Business Partner (tdipu0110m000)</GUIRef>.</ListItem>
					</ProcedureList>
				</ListItem>
			</List>
			<Note><SectionTitle>Note</SectionTitle>
				<List><ListItem>The selected business partner or its parent business partner must also have a pay-to role. If this role does not exist, SSA ERP prints a message on the error report and does not create the purchase order.</ListItem>
					<ListItem>If the planned delivery date of a purchase item is later than the planned start date of the service order, SSA ERP displays a message.</ListItem>
				</List>
			</Note>
		</GeneralSection>
		<GeneralSection><SectionTitle>Materials</SectionTitle>
			<List><ListIntro>If the statuses of the service order and service-order activity are <GUIRef href="/baanerp/ts/domains/soc.osta#free" role="enum">Free</GUIRef>, global SRP creates soft allocations for the required items, which means:</ListIntro>
				<ListItem>Items with a delivery type of <GUIRef href="/baanerp/ts/domains/mdm.dltp#warh" role="enum">From Warehouse</GUIRef>, <GUIRef href="/baanerp/ts/domains/mdm.dltp#warh.car" role="enum">From Warehouse in Car</GUIRef>, <GUIRef href="/baanerp/ts/domains/mdm.dltp#warh.direct" role="enum">From Warehouse by Transp.</GUIRef> or <GUIRef href="/baanerp/ts/domains/mdm.dltp#warh.kit" role="enum">From Service Kit</GUIRef>, are listed in the <GUIRef href="/baanerp/wh/inp/whinp1501m000" role="session">Order - Planned Inventory Transactions (whinp1501m000)</GUIRef> session with the transaction type <GUIRef href="/baanerp/tc/domains/kotr#requirement" role="enum">- (Planned Issue)</GUIRef>.</ListItem>
				<ListItem>Items with a delivery type of either <GUIRef href="/baanerp/ts/domains/mdm.dltp#return.car" role="enum">To Warehouse</GUIRef> or <GUIRef href="/baanerp/ts/domains/mdm.dltp#return.warh" role="enum">To Warehouse by Transport</GUIRef>, (materials expected to be received) are listed in the <GUIRef href="/baanerp/wh/inp/whinp1501m000" role="session">Order - Planned Inventory Transactions (whinp1501m000)</GUIRef> session with the transaction type <GUIRef href="/baanerp/tc/domains/kotr#receipt" role="enum">+ (Planned Receipt)</GUIRef>.</ListItem>
			</List>
		</GeneralSection>
		<GeneralSection><SectionTitle>Tools</SectionTitle>
			<List><ListItem>For other costs lines whose <Link href="/baanerp/ts/glossary/glossary#000403" role="glossary">cost type</Link> is <GUIRef href="/baanerp/ts/domains/mdm.cotp#tool" role="enum">Tooling</GUIRef>, the required tool is soft allocated (listed in the <GUIRef href="/baanerp/ti/trp/titrp0511m000" role="session">Estimated Tool Requirements (titrp0511m000)</GUIRef> session, with a <GUIRef href="/baanerp/ti/domains/trp.usst" role="domain">Tool Requirement Status</GUIRef> of <GUIRef href="/baanerp/ti/domains/trp.usst#requested" role="enum">Requested</GUIRef> for the period from the <GUIRef href="/baanerp/ts/soc/tssoc2110m000#tssoc210.estm" role="formfield">Earliest Start Time</GUIRef> until the <GUIRef href="/baanerp/ts/soc/tssoc2110m000#tssoc210.lftm" role="formfield">Latest Finish Time</GUIRef>.</ListItem>
				<ListItem>If these times are not available, the period from the <GUIRef href="/baanerp/ts/soc/tssoc2110m000#tssoc210.pstm" role="formfield">Planned Start Time</GUIRef> until the <Link href="/baanerp/ts/soc/tssoc2100m000#tssoc200.pftm" role="fieldhelp">Planned Finish Time</Link> is used.</ListItem>
				<ListItem>Tool allocating also takes place when a tool must be refurbished. This is when the selected serialized item of the service order activity is of item type <GUIRef href="/baanerp/tc/domains/itmt#tool" role="enum">Tool</GUIRef> in the <GUIRef href="/baanerp/tc/ibd/tcibd0101s000" role="session">Item - General (tcibd0101s000)</GUIRef> session. The <GUIRef href="" role="manual">Tool Requirements Planning (TRP)</GUIRef> check box in the <GUIRef href="/baanerp/tc/com/tccom0100s000" role="session">Implemented Software Components (tccom0100s000)</GUIRef> session must be selected to implement tooling.</ListItem>
			</List>
		</GeneralSection>
		<GeneralSection><SectionTitle>Reports</SectionTitle>
			<Paragraph>Process Report: This report lists all the SOs that are successfully handled by the global SRP. It also reports if an earlier blocked SO is unblocked and processed. The current SO status is also displayed.</Paragraph>
			<Paragraph>Error report: This report lists all the SOs that are not successfully handled by the global SRP, and the reason why they are not successfully handled. The current SO status is also displayed.</Paragraph>
		</GeneralSection>
		<GeneralSection><SectionTitle>Parameters</SectionTitle>
			<Paragraph>The following parameters are used:</Paragraph>
			<List><ListIntro>For the creation of traveling cost lines:</ListIntro>
				<ListItem><GUIRef href="/baanerp/ts/domains/soc.tspt#mileage" role="enum">Travel Distance</GUIRef>
				</ListItem>
				<ListItem><GUIRef href="/baanerp/ts/domains/soc.tspt#time" role="enum">Travel Time</GUIRef>
				</ListItem>
			</List>
			<List><ListIntro>For allocating preferred engineers during SOs planning:</ListIntro>
				<ListItem><GUIRef href="/baanerp/ts/soc/tssoc0100m000#tssoc000.alen" role="formfield">Allocate Engineers during Global SRP</GUIRef>
				</ListItem>
			</List>
			<List><ListIntro>For SO signaling and/or blocking:</ListIntro>
				<ListItem><GUIRef href="/baanerp/ts/soc/tssoc0100m000#tssoc000.crlb" role="formfield">If Credit Limit is Exceeded</GUIRef>
				</ListItem>
				<ListItem><GUIRef href="/baanerp/ts/soc/tssoc0100m000#tssoc000.crrb" role="formfield">If Credit Review is Overdue</GUIRef>
				</ListItem>
				<ListItem><GUIRef href="/baanerp/ts/soc/tssoc0100m000#tssoc000.invb" role="formfield">If Invoice is Overdue</GUIRef>
				</ListItem>
				<ListItem><GUIRef href="/baanerp/ts/soc/tssoc0100m000#tssoc000.bpdb" role="formfield">If business partner is Doubtful</GUIRef>
				</ListItem>
			</List>
			<List><ListIntro>For SO procedure step when service blocking must be carried out:</ListIntro>
				<ListItem><GUIRef href="/baanerp/ts/soc/tssoc0100m000#tssoc000.bfri" role="formfield">First Order Procedure Step for Blocking</GUIRef>
				</ListItem>
			</List>
			<List><ListIntro>For traveling costs:</ListIntro>
				<ListItem><GUIRef href="/baanerp/ts/mdm/tsmdm0100m000#tsmdm000.trmd" role="formfield">Travel Cost Method</GUIRef>
				</ListItem>
			</List>
			<List><ListIntro>For implementing tooling:</ListIntro>
				<ListItem><GUIRef href="/baanerp/tc/com/tccom0100s000#tccom000.tlgi" role="formfield">Tool Requirements Planning (TRP)</GUIRef>
				</ListItem>
			</List>
		</GeneralSection>
	</GeneralSection>
</ManualTopic>
