Definition
In the setup matrix you save setup values for operations that depend on the setup state of the work center.
Use
The setup time of an operation can depend on which operation was processed at the work center previously; that is, it depends on the setup state of the work center.
This is taken into account with the following functions:
- Automatic setup time adjustment
- dispatching at the best possible setup time
- Setup time optimization
To calculate setup times of operations these functions do not use the setup standard values that are in the operations but the setup standard values from the setup matrix.
You define the setup matrix in Customizing for capacity planning using Define transition matrix.

The setup matrix is not relevant for capacity leveling in the process industry (PP-PI), that is, for capacity leveling of process orders and planned orders that refer to master recipes. The functions for considering and adjusting setup times are not available here.
Structure
In the setup matrix, the dependency of the setup standard value of an operation on the setup status of the work center is as follows:
- The setup state of a work center is defined in terms of the setup group category and the setup group key of the operation that is processed at the work center.
- A setup transition is a sequence of two operations - a predecessor and a successor - that are processed consecutively at the work center.
- A setup standard value for the successor is assigned to the setup transition.
- You specify for each setup transition which standard value for the successor is to be interpreted as a setup standard value.
Initial setup states
If an operation in the planning period does not have a predecessor in the evaluation period then the setup state of the work center is not defined. You can define the initial setup state of the work center using an initial setup state that you enter in the strategy profile.
To deal with such situations you define special transitions in the setup matrix between initial setup states and setup states that are given by operations. You assign these transitions, as with normal transitions, setup standard values for the following operation, in this case for the first operation.
Initial setup states are characterized as follows in the setup matrix:
- Maximum three-figure key for the predecessor group
- No entry for the predecessor subgroup
Use of wildcard characters
You can use the wildcard character * in the setup matrix for the setup group key. The following example shows how this wildcard character is interpreted in the setup group key.

The system looks for a transition containing the setup group key AB for the preceding operation. However, there is only an entry for the setup group key A*. If the other entries for the transition are correct then the system uses the value for this entry.
Example
Blue and white color is filled up in a filling station. You maintain the following setup transitions in the setup matrix.
|
Predecessor |
Successor |
Setup standard value |
Standard value number |
||
|
SGC |
SGK |
SGC |
SGK |
|
|
|
Tank |
blue |
Tank |
blue |
1 hr |
1 |
|
Tank |
white |
Tank |
white |
2 hr |
1 |
|
Tank |
white |
Tank |
blue |
4 hr |
1 |
|
Tank |
blue |
Tank |
white |
8 hr |
1 |
|
IS1 |
|
Tank |
blue |
16 hr |
1 |
|
IS2 |
|
Tank |
white |
32 hr |
1 |
Two setup transitions with the initial setup states IS1 and IS2 are defined for processing filling operations after a long idle period.
The following abbreviations are used:
|
SGC |
Setup group category |
|
SGK |
Setup group key |
|
Setup standard value |
Value assigned to the setup standard value |
|
Standard value number |
Number of the standard value in the operation that is interpreted as the setup standard value |

