360° Strategic Asset Management > Common > Maintenance Management > Maintenance Register > Resource lines

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360° Strategic Asset Management > Common > Operations Management > Operation Register > Resource lines

The purpose of this form is to allow you to do feedback on the actual resource usage for the selected work order. Feedback is the mechanism by which you tell what actually occurred during the progress of the work order. During actual execution of work, variances will occur between the budgeted items and what actually gets consumed. Feedback can be done on all resources linked to a work order. This includes:

  • Hours used per individual Tradesman/Technician
  • Hours used per individual Facility and Special Tools/Engineering Equipment
  • Quantity of material used
  • Hours or amount used per contractor (services)
  • Utilisation of other miscellaneous resources

Select the work order on which feedback must be done from the field Work order id pull-down. Only work orders in a status of “In Progress” or “Completed” will be available for selection. Once you have select a work order for feedback the related detail for the selected work order displays.

The upper section provides information on the maintenance operation whilst the lower section displays in tabular form resource information. Only records as created when the work order was created will be shown. Resources can be added here, but it is not possible to record budget values for the additional resources. If budgetary figures are needed to be included in the work order, you should use the Maintenance work orders form to do so.

Additional information can be added to the resource/item within the execution resource specific form. Resources can be maintained – added or deleted, quantities changed, and specific resource allocation can be done.

Dimensions on Resources of Maintenance or Operations:

The process that is used to populate the dimensions is as follows: If the resources are of type 'Item'/'Service' the dimensions are determined via the InventTable. Then the dimensions via the Base Account is read and if these dimensions have values they will be used instead. However, if there are no Base Account dimensions, then the InventTable dimensions are used. For all other resource types the Base Account dimensions will be used.

The business rules that apply are:

  • When creating a new Maintenance/Operation via the create form, the associated execution resources are created automatically using the above mentioned process.
  • When modifying the event code on an execution specific record, all the resources associated with this execution specific entry will be deleted and new entries will be created according to the event budget associated with the newly selected event code. The above mentioned logic is used to populate the execution resource dimensions.
  • When the internal accounting organisation is changed on an execution specific record, the associated existing execution resources are updated using the above mentioned process.
  • When creating a new Execution resource line the dimensions will be populated automatically using the above mentioned process. The user is, however, allowed to assign new dimension values.

Tasks that use this form

Create new resource line

Commit feedback

Add and maintain specific plan allocation

Create purchase orders

Create purchase requisition

Navigating the form

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

Resource lines actions

Action Button

Description

Resource line New

Create a new Resource line.

Edit

Modify/add the details of the Resource line. When you click this button, the incident is switched from read-only mode to modify mode.

Delete

Delete the selected resource line.

Commit Feedback

The main purpose of this function is to provide feedback on work orders in progress. Feedback is the mechanism by which you update what actually occurred during the progress of the work order. Feedback can be done on all resources linked to a work order.

Specific Plan Allocation

This form is used to allocate a specific resource against maintenance or contract record. A resource allocation cannot overlap for multiple maintenance/contract records. This function is to add more specific detail to a resource/item allocated to a work order.

Purchase order

This button is for the rotable items or services, and allows you to raise a purchase order for the selected item. The item must have a Vendor account, and External item number defined in order for a Purchase order to be able to be created.

Purchase requisition

You can use a purchase requisition to submit a request for items or services that you must have to perform your job function. By using purchase requisitions, you can do the following:

  • Request items and services from an internal catalogue. You can also request items and services that are not listed in a catalogue.
  • Request items or services on behalf of someone else, or in a legal entity or operating unit other than the one in which you hold a primary position.
  • Suggest a vendor from whom to order an item or service.
  • Distribute an amount on a purchase requisition line to multiple financial accounts and dimensions.
  • Perform budget checking on the purchase requisition if your organization uses budget checking.
  • Submit the purchase requisition for review and approval.

Refresh

Refresh the page. (This function is only available in the grid view mode)

Export to Microsoft Excel

The function is used to export selected data to Microsoft Excel. (This function is only available in the grid view mode)

Attachments

View and open the documents that are attached to this execution resource. This includes external documents.

Grid View

This tab is displayed only in the GRID view of the form.

Field

Description

Resource type

This field defines the resource type for the line. The type displayed will be according to the resources linked to the selected work order.

Resource code

This is a code uniquely identifying the resource. The value displayed in this field will be according to the resource type. For example, if Resource type = Material, an Item number will be displayed.

Qty UOM

Select the UOM Code to uniquely identifying the UOM Type.

Budget Qty

The numerical value to indicate budget quantity of resource required. The budget value may only be amended/changed if the work order is not yet approved. Once approved the budget quantity may not changed.

Actual Qty

The numerical value to indicate actual quantity of resource consumed.

Duration UOM

This field displays the unit of measures code in which the usage of the resource will be measured. (For example: Trade = Hours). Duration is only applicable to resources of type = service.

Budget duration

The budgeted utilisation time against the resource to complete the work order.

Actual duration

The Actual duration spent on the task by the resource to complete the work order.

Feedback value

Define the quantity of the resource utilised, for feedback purposes. The way the feedback value works for item related feedback (resource type material or contractor) depends on the setup of the auto feedback indicator.

  • For resource type of COST the actual cost value expressed in the base currency must be entered in this field.
  • For resource type of FEE the actual selling price value expressed in the base currency must be entered in this field.
  • For all other type of feedback the actual quantity of the resource must be entered in this field.

Journal value

Add to this field the actual value sent to journal against the selected task.

Line budget cost

This field defines the total budget costs for this specific line.

Billing ind

Select this indicator if the internal organisation is billable, in the instance of external organisation the indicator is automatically billable.

Purchase requisition status

This field indicates the status value for the purchase requisition.

Purchase requisition line

This field indicates the reference line for the purchase requisition.

Process stock

This field indicates whether resource stock should be processed or not. It will define that if this indicator is selected then the resource stock will processed from the available stock in the warehouse. If not selected it will indicate that the resource can have feedback but it is not a stocked item. (For example if you buy fuel from a garage the indicator will not be selected, because it is not a stocked item, but it has a financial transaction.)

Detail View

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

Fast Tabs

Tab

Description

General

This tab displays the general identification and monetary information on an execution resource.

Values

This tab displays the quantity, duration and feedback information on an execution resource.

Setup

This tab displays the disclose, billing and supplier information on an execution resource.

Purchase Order lines

Display all the purchase order lines for an execution resource.

Financial dimensions

Display the default financial dimensions for an execution resource.

Stock dimensions

Display the Inventory Dimensions that are classified into 3 groups: Product, Storage and Tracking dimensions. The stock dimensions will ONLY be available if the resource type is of type = ITEM.

Product dimensions will default in from the Inventory master table, and cannot be changed/edited on the resource lines. For more reference on how to setup the product dimensions go to Product information management. Important to remember, when a new item is created, and product dimensions will be used, the item is created from the Product Master.

Storage dimensions are setup on the resource lines to define from where the stock will be received. This is link to item model group that is setup in Product information management for the items.

Tracking dimensions will default in form the Inventory master table, and cannot be changed/edited on the resource lines. Tracking dimensions will only be used when the item is created as a serialised item. For more reference on how to setup the tracking dimensions go to Product information management.

Inventory status

Display the Inventory stock usage status for the resource item.

Fast Tabs

Field

Description

General

Execution specific

A code or number allocated to uniquely identifying the work order item.

Line ID

This field is an identifier uniquely identifying the resource line.

Resource type

This field defines the resource type for the line. The type displayed will be according to the resources linked to the selected work order.

Resource code

This is a code uniquely identifying the resource. The value displayed in this field will be according to the resource type. For example, if Resource type = Material, an Item number will be displayed.

Sales price

This is the sales price value of the line according to work order currency. (Currency can only be changed on the work order header, but once the work order is approved the currency cannot be changed.)

Cost price

This is the cost price value of the line according to work order currency. (Currency can only be changed on the work order header, but once the work order is approved the currency cannot be changed.)

Values

QTY UOM

The measure unit used to indicate the quantities in which the resource will be utilised.

Budget QTY

The numerical value to indicate budget quantity of resource required.

Actual QTY

The numerical value to indicate actual quantity of resource consumed.

Duration UOM

The measure unit used to indicate the duration in which the resource will be utilised.

Budget duration

The budgeted utilisation time against the resource to complete the work order.

Actual duration

The Actual duration spent on the task by the resource to complete the work order.

Feedback value

Define the quantity of the resource utilised, for feedback purposes. The way the feedback value works for item related feedback (resource type material or contractor) depends on the setup of the auto feedback indicator.

  • For resource type of COST the actual cost value expressed in the base currency must be entered in this field.
  • For resource type of FEE the actual selling price value expressed in the base currency must be entered in this field.
  • For all other type of feedback the actual quantity of the resource must be entered in this field.

Journal value

When the feedback is committed the feedback value will update the journal value and the journal value is the value that will be used for the financial transactions.

Setup

Disclose Indicator

This indicator defines if the resource will be disclosed on the quotation/invoices.

Rollup resource type

Select from the available lookup list the resource type to which this resource must be rolled up when quotation/invoices are displayed.

Rollup resource code

Select from the available lookup list the resource code to which this resource must be rolled up when quotation/invoices are displayed.

Billing indicator

Select this indicator if the internal organisation is billable, in the instance of external organisations, the indicator is automatically billable.

Pricing model

Select the type of pricing model for the resource, variable or fixed model. (Fixed model will use the pricing as agreed with the customer according to trade agreements, and variable is used if the pricing amended according to the supplier prices.)

Quoted price indicator

If this field is selected, the resource (customer) will be invoiced according to the quoted price and NOT the actual account from the execution order.

Supplier

This field defines the supplier code and is selected from the available options. Supplier will only display data if supplier was add to the resource in resource form under related resources. More than one supplier can be added against a resource, but will be used according to the preference list. If no supplier is linked to a resource, no purchase orders can be raised and the purchase order menu item will dimmed.

Resource description

This defines a short detailed description of the resources required.

Process stock

This field indicates whether resource stock should be processed or not. It will define that if this indicator is selected then the resource stock will processed from the available stock in the warehouse. If not selected it will indicate that the resource can have feedback but it is not a stocked item. (For example if you buy fuel from a garage the indicator will not be selected, because it is not a stocked item, but it has a financial transaction.)

Purchase order lines

Purchase order

Display the Purchase orders attached to the specific execution resource.

Line number

Display the line number for the purchase order.

Item number

This is a unique user-defined code that is assigned when items are created. We recommend that you not use special characters or spaces in the item number. Item numbers can be system generated by linking the item number to a Number sequences (form).

Line status

Indicates how far the purchase line has progressed along its life cycle.

Nett amount

The line amount after subtracting discounts.

Financial dimensions

Contract Specific

The contract specific associated with the origin contract specific record. (The field will automatically defaulted from the contract lines, if the financial dimension is setup in the general ledger.)

Cost Center

Select the Cost Centre associated with the resource record.

Department

Select the Department number associated with the resource record.

Execution Specific

The execution specific associated with the origin execution specific record. (The field will automatically defaulted from the execution specific, if the financial dimension is setup in the general ledger.).

Expense Purpose

Select the Expense Purpose associated with the resource record.

Specific

The specific associated with the origin execution specific/contract specific record. (The field (specific) can be selected if this financial dimension was created in the general ledger and on specific register the indicator dimension should be ticked).

Specific Structure

The specific structure associated with the selected specific. (The field (specific structure) can be selected if this financial dimension was created in the general ledger and on specific register the indicator dimension should be ticked).

Stock dimensions

Stock dimension detail

The following sub-groups are the different stock dimensions.

Product dimensions:

Configuration

This field defines the descriptive name of configuration.(This will default in from the Inventory master table.)

Size

The field defines the size of the item, select from the available list of sizes.(This will default in from the Inventory master table.)

Colour

The field defines the colour of the item, select from the available list of colours.(This will default in from the Inventory master table.)

Style

The field defines the style of the item, select from the available list of styles. (This will default in from the Inventory master table.)

State

The field defines the state to describe the working order of the item. (This will default in from the Inventory master table.)

Storage dimensions:

Site

The field defines site where the item is stored, select from the available list of sites.

Warehouse

The field defines the warehouse location where the item is stored, select from the available list of warehouse locations.

Location

The field defines the location where the item is stored, select from the available list of locations.

Pallet ID

The field defines the pallet that is associated with the item, select from the available list of pallets.

Tracking dimensions:

Batch number

The field defines the batch number that is associated with the item, select from the available list of batch numbers.

Serial number

The field defines the serial number that is associated with the item, select from the available list of serial numbers.

Inventory status

Item required

This field defines the budget quantity of the resource required to complete this task.

Execution warehouse

This field defines the quantity of the resource received from the execution warehouse to complete this task.

Execution order

This field defines the quantity of the resource consumed on the execution work order to complete this task.

Items returned

This field defines the quantity of the resource returned to the warehouse on the execution work order after completion this task.