Strategic Asset Management > Setup > Base > Resource

Use this form to create and maintain all the base resource data to be used as resources throughout 360° Strategic Asset Management  This form (and associated tables) is part of the interface between 360° Strategic Asset Management  and your ERP system. If you have an ERP and electronic interface in place this form and associated tables will be populated from the ERP. In the latter instance the ERP will be the master of the bespoke information and the form will only be for viewing purposes. Resources are linked to events and execution work orders, contracts and various other modules. Typically the resource data are items, services, supply of materials, staff and/or assets that can be drawn on by a person or organisation in order to function effectively. The data can be populated from a source table or the main system via interfaces.

Note

In the event where an ERP is used, the items will be created and linked to stock warehouses through the standard AX functionality.

Tasks that use this form

Create new resources

Setup of Fuel mappings for resources

Setup of Models

Navigating the form

The following tables provide descriptions for the controls in this form:

Resource actions

Action Buttons

Description

New

Create a new resource.

Delete

Delete the selected resource.

Fuel mapping

Use this form to create and maintain the fuel mapping transactions between system fuel definitions and external parties fuel definitions. (This will be available if the resource type = card or fuel.)

Model

Use this form to create and maintain the model and make of the resource. If resource type is manufacturer.

Detail View

This detail is displayed only in the detail view of the form.

FastTabs

Field

Description

Resource Type

This field identifies the resource type. Select the type from the list of available options from the lookup. The following types of resources are available - Card, Item, Service, Facility, Trade, Support Equipment, Supplier/Vendor, Customer/Client, Fuel.

Resource Code

Define a unique identifying code for a resource type. This is a user definable field for every resource type.

Resource Description

Define a detailed description for the resource code. For example: AutoElec = Auto Electrician.

General

Record Status

Shows the current status of the record. The status of the record can be changed with the Status function.

Miscellaneous

Quantity UOM

Define the type of unit of measure for the quantity. The unit in which the stock of this resource will be counted, such as Each, Unit. For example: EA = Each, KG = Kilogram. With the exception of Customer and Supplier this is mandatory for all resources .

Duration UOM

This field defines the duration/time for the unit of measures code in which the usage of the resource will be measured.

Serial number control

If this field is selected (TRUE), it identifies the item as serial controlled.

Search name

This field is used to specify text for fast search.

End use

If this indicator is ticked, it identifies this resource of type end use.

Movable

If this indicator is ticked, it identifies an item as being a movable item.

Cost

Sales currency

Define the currency code for the sales price. For example: ZAR = Rand. This will defaulted in from the company currency.

Sales price

Define the sales price for the resource per unit of measure. For example a person that is an auto electrician will have a sales price of say R100 per hour. (This will only reflected the Inventory prices if the item is a fixed price item).

Cost currency

Define the currency code for the cost price for the resource. This will defaulted in from the company currency.

Cost price

Define the cost price for the resource per unit of measure. For example the auto electrician will have a cost price of say R80 per hour. (This will only reflected the Inventory prices if the item is a fixed price item).

Related Resources

Related Resource type

Select the type that uniquely identifying the related resource from the available list. This defines if the resource is an item, service, facility, etc

Related resource code

Select the code that uniquely identifying the resource that is related to the selected resource from the available list.

Relationship type

Define the relationship type between resources by selecting a relationship from the available list. For example: resource, suppression or alternative.

Location code

Define the physical location of the warehouse.

Location structure code

This field is the structure position for the object. The code uniquely identifying the position of the item in the structure and is user definable. A Structure code of “0” is automatically allocated by the system for the top (Highest level) of every object.

Sequence

This field is the sequence of the characteristic. The sequence number defines the order in which the list will be printed and/or executed. Different records may have the same sequence. The default value of the sequence number is zero.

Dimension group

Product dimension group

This field is the identification of product dimension group. The product dimensions color, size, and configuration define the physical characteristics of inventory items. In 2012 we have two types of items – Product and Product Master. Product dimension group can only be selected for Product Master Type of Items.

Storage dimension group

This field is the identification of storage dimension group. The storage dimensions can help you control how items are stored and taken from inventory. Storage dimension contains all the dimensions related to storage of an item or product (site, warehouse, location and pallet id).

Tracking dimension group

This field is the identification of tracking dimension group. The batch number and serial number are used to track inventory items.