Resource

A resource is something that does work and costs money by the hour: a machine, a person, a work centre. It belongs to a resource group, sits at a site, and carries its hourly cost, calendar and capabilities.

Where

Organizational Structure › Resource; Product Information › Resource; Manufacturing › Resource; Project Accounting › Resource (OSRS)

Who uses it

The production planner

When

Once, while the company is being set up, and whenever a new one is needed

Needs first

Resource Group, sites in Inventory

What it is for

Resource Type, Resource Group and Sub Group are chosen before Create and locked afterwards. On Create the costing lines, the hourly cost and the unit text are copied from the group; changing Standard Cost Per Hour on a line re-adds Per Hour Cost.

What the screen shows depends on the type: the machine type (code M) adds the Component and Machine Details tabs; the person type (code W) shows Employee, and picking an employee fills the resource code and name from it; only the type with code L can be ticked Work Center.

Every field in plain words

General

Field	What it means	What to put
Resource	The resource code.	Typed on New, or filled from Employee. Locked after Create.
Name	The resource’s name.	Required.
Resource Type	The type of resource.	Required. Fixed list. Locked after Create.
Resource Group	The group it belongs to.	Required. Locked after Create.
Resource Sub Group	Its sub group.	Optional. Locked after Create.
Quantity	How many of this resource there are.	A number. Movements in and out change what is available.

Costing

Field	What it means	What to put
Unit Of Measure, Text	The unit the resource is measured in, as text.	Required unless the type is L. Copied from the group.
Time Per Resource Unit	Time one unit takes.	Optional. A number.
Per Unit Quantity	Quantity per unit.	Copied from the group.
Per Hour Cost	Cost per hour.	The sum of Standard Cost Per Hour on the costing lines.
Site	The site where the resource is.	Required. Pick from the Site list.
Manufacturing Unit	The manufacturing unit it belongs to.	Optional. Pick from the Manufacturing Unit list.
Work Center	The resource is a work centre.	Only for type L.
Work Center	The work centre this resource works in.	Optional. Pick from the list.

Costing

Costing lines, copied from the group on Create.

Column	What it means	What to put
Cost Object	A cost object.	Optional. Pick from the Cost Object list.
Name	Its name.	Optional.
Standard Cost Per Hour	Its cost per hour for this resource.	Optional.
Line Text	A note.	Optional.

Machine Details

Field	What it means	What to put
Resource Location	Where the machine is installed.	Optional. Pick from the list.
Key Value	A key value.	Locked after the first save.
Manufacturer	Maker.	Optional. Pick from the Manufacture list.
Model	Model.	Optional. Pick from the Model list.
Part Number	Part number.	Optional.
Country of Manufacture	Country of make.	Optional. Pick from the Country list.
Month of Construction	Month built.	Optional.
Year of Construction	Year built.	Optional.
Serial Number	Serial number.	Optional.
Acquisition Value	What it cost.	Optional. A number.
Acquisition Currency	Currency of that cost.	Optional. Pick from the Currency Legal Entity list.
Acquisition Date	When it was bought.	Optional. A date.
Warranty Start	Customer warranty start.	Optional. A date.
Warranty End	Customer warranty end.	Optional. A date.
Inherit Warranty	Customer warranty inherited.	Tick or leave clear.
Master Warranty	Customer master warranty.	Optional.
Pass on Inventory	Pass the customer warranty on.	Tick or leave clear.
Warranty Start	Vendor warranty start.	Optional. A date.
Warranty End	Vendor warranty end.	Optional. A date.
Inherit Warranty	Vendor warranty inherited.	Tick or leave clear.
Master Warranty	Vendor master warranty.	Optional.
Pass on Inventory	Pass the vendor warranty on.	Tick or leave clear.

Component

Component (machine type).

Column	What it means	What to put
Component	A component of the machine.	Optional. Pick from the list.
Component Description	Its description.	Optional.
Line Text	A note.	Optional.

Calendar

Calendar.

Column	What it means	What to put
Calendar	The working calendar for a date range. Required.	Required. Pick from the Calendar list.
Date From	From. Required.	Required.
Date To	To. Ranges of different calendars may not overlap.	Optional.

Resource Capability

Resource Capability: what the resource can do. Nothing reads this grid today.

Column	What it means	What to put
Resource Capability	A capability, from Resource Capability.	Required. Pick from the Resource Capability list.
Level	The level of that capability.	Required.

How to configure it

The screen allows import, so a long list can be loaded from a file instead of typed. Which fields are required, greyed, hidden or pre-filled for a company is set on Organizational Structure Setting, in its Default Parameters grid, and one user can differ through User Parameter Value.

What it is connected to

• Resource Movement and Resource Assignment - move and assign it.
• Resource Capability - what it can do.
• Calendar - when it works.
• Picked on Time Sheet in Assets and projects.
• Picked on these company setup screens: Resource Assignment, Resource Movement, Resource Reading.
• Picked on Manufacture Operation Confirmation, Manufacture Order Confirmation, Manufacturing Order, Routing in Products and manufacturing.
• Picked on Billing Proposal, Fleet Maintenance Order, Fleet Maintenance Quotation, Maintenance Order, Maintenance Order Confirmation, Maintenance Plan - Measuring Based, Maintenance Plan - Schedule, Maintenance Plan - Time Based, Resource, Resource Reading Setup in Service and maintenance.
• Manufacture Order Confirmation - the confirmation posts the resource voucher to the resource's debit and credit accounts; see Plan to produce.

If something looks wrong

• “Date From cannot be after Date To” A calendar line ends before it starts.
• “Calendar - Line ID: … overlaps with Line ID: …” Two calendar lines overlap.
• The Component and Machine Details tabs are missing. They show only for the machine type.