1473402 - Labor Resource in customer service documents

This KBA describes how the labor resource master data can be set up, and how it is used in customer service business documents.

Definition:
A labor resource represents an employee or a group of employees having similar skills and qualifications, with the capacity to operate specific equipment or to perform specific tasks or services.

Usages:
Determination of cost center in finance (mandatory).
Determination of cost rate (optional, if a labor resource has no cost rate, the product cost rate is used).

SAP Business ByDesign

Master data setup:

The labor resource master data is created and managed in the work center Cost and Revenue in the view Master Data and Allocations in the subview Resources.

A labor resource can be assigned to only one cost center at a time. Over time, a labor resource can be reassigned from one cost center to another.
However, several labor resources can be assigned to one cost center, making it possible to differentiate cost rates within a cost center. To enable the automatic determination of a specific labor resource, specify for which job or jobs it usually is used in the following work center:

1. Go to the work center Cost and Revenue.
2. Select the view Master Data and Allocations and the subview Resources.
3. In the resources work list select respective labor resource and press the button Edit.
4. Select the tab Valuation.
5. Select the table Job Assignment.
6. Press the button Add Row to enter the job assignment.

Labor resource in CRM documents

The labor resource is stored on item level, and is relevant only for service items.
It is mandatory if the item triggers a service provision posting in financials. For this reason, the following item types require a labor resource. Exceptions are listed below.
- service order or sales order documents with item type Fixed Price without actuals (SEFL).
- service confirmation documents with item type Time and Materials (SECO) or Fixed Price with actuals (SERV).
Item type aside, the labor resource is not mandatory if one of the following holds true:
- FIN is not active (for example, in the scenario CRM Focus).
- You work with project based items.
- You work with items with external fulfillment.

Entry/determination of labor resource in service items

A labor resource can be entered manually, and is then checked against relevant item parties.
There is also a determination logic to determine it automatically, based on the service performer party and the service execution team party (if available).
If there is a service performer for this item, and he or she has a unique labor resource assigned to their job or uniquely to their cost center), the labor resource is transferred to the document item automatically. The service execution team is not evaluated if there is a service performer. If there is no labor resource uniquely assigned, one of the resources is transferred to the document, and an information message indicates existing alternatives.
If there is no service performer for this item but a service execution team, the labor resources of the cost center for this service execution team are taken into account. If the cost center has a unique labor resource assigned, this labor resource is transferred to the document.

labor resource, master data, revenue, service items, cost center, fixed price, actuals, tiem and materials , KBA , AP-SCO , Service Confirmation Processing , How To