Resource Movement

Resource Movement records resources coming in or going out on a date, against a project and a responsible person. It changes the available quantity of each resource.

Where

Organizational Structure › Resource Movement (OSRM)

Who uses it

The store or site supervisor

When

Each time resources move

Needs first

Resource

What it is for

Choose the Movement, In or Out, before Create; Posting Date, Movement, Project and Responsible are locked after Create. Each line’s quantity counts as plus for In and minus for Out.

The resource list on this screen and on Resource Assignment shows each resource’s quantity less the net of the movements recorded here. Nothing posts to the accounts.

Every field in plain words

General

Field	What it means	What to put
Transaction	The movement number.	Shown once the movement is created.
Posting Date	The date of the movement.	Required. Locked after Create.
Notes	A note.	Optional.
Movement	In or Out.	Pick on New. Locked after Create.

Controlling

Field	What it means	What to put
Project	The project the movement is for.	Optional. Pick from the Project list.
Responsible	Who is responsible.	Optional. Pick from the Responsible list.

Basic Data

Basic Data.

Column	What it means	What to put
Resource	The resource.	Optional. Pick from the Resource list.
Name	Its name.	Optional.
Quantity	How many move.	Optional.
Date From	From.	Optional.
Date To	To.	Optional.
Line Text	A note.	Optional.

How to configure it

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

• Lists and reports: see Lists and reports.

If something looks wrong

• “Similar Transaction. already exits” The number is already used.