Resource Maintenance

Menu Path: Manufacturing $Images\bluerarw.gif$ Module Setup $Images\bluerarw.gif$ Resource Maintenance

Purpose

Set up and maintain resources for manufacturing.

Overview

Use Resource Maintenance to create, edit, delete, and view manufacturing resources, such as equipment and personnel. Each resource is assigned to a specific work center and can be associated with multiple operations.

Creating Resources

To create a resource:

Click the New button in the ribbon.
Enter the location prefix or name for the location in which the resource exists, or select the All check box if the resource is available for all locations.
Enter a work center code/name or work center group code/name for the resource.
Enter a code for the resource in the Resource Code field.
Enter the name of the resource in the Resource Name field.
Select whether the resource is active or inactive.
Enter a description of the resource in the Description field.
Click the Lookup button for the Resource Type field, and select the type of resource you are creating.
Select the capacity of the resource used for scheduling.
Click the Operation Assignment tab.
Enter an operation code or name you want to associate with the resource, and click the Add button. Repeat for all operations you want to associate with the resource.
Click the OK button in the ribbon. The resource is created.

Ribbon Home Tab Buttons

Button	Description
Exit	Click this button to close the Resource Maintenance window.
New	Click this button to create a new resource. This button is only available if the Main tab is displayed.
Update	Click this button to update the selected resource. This button is only available if the Main tab is displayed.
Delete	Click this button to delete the selected resource. This button is only available if the Main tab is displayed.
OK	Click this button to accept an action. This button is only available if you click the New, Update, or Delete button in the ribbon.
Cancel	Click this button to cancel an action. This button is only available if you click the New, Update, or Delete button in the ribbon.
First	Click this button to display the first resource. This button is only available if the Main tab is displayed.
Prev	Click this button to display the previous resource. This button is only available if the Main tab is displayed.
Next	Click this button to display the next resource. This button is only available if the Main tab is displayed.
Last	Click this button to display the last resource. This button is only available if the Main tab is displayed.
Show Data	Click this button to display resources in the grid on the Inquiry tab based on selected criteria. This button is only available if you click the Inquiry tab.

Fields and Buttons

Field or Button	Description
All	Select this check box if the resource is for all locations.
Location Prefix	Enter a location prefix for the resource, or click the Lookup button to select a location prefix. This defaults to the location prefix entered for your user ID in the Default WO Location field in User Extended Options.
Location Name	Enter a location name for the resource, or click the Lookup button to select a location name. This defaults to the location name entered for your user ID in the Default WO Location field in User Extended Options.
Work Center Code/Work Center Group Code	Enter a work center code or work center group code for the resource, or click the Lookup button to select a work center code or work center group code.
Work Center Name/Work Center Group Name	Enter a work center name or work center group name for the resource, or click the Lookup button to select a work center name or work center group name.
Resource Code	Enter a code for the resource, or click the Lookup button to select an existing resource code. This must be unique for the selected work center or work center group.
Resource Name	Enter a name for the resource, or click the Lookup button to select an existing resource name. This must be unique for the selected work center or work center group.

Main Tab Fields and Buttons

Field or Button	Description
Resource Status	Select whether the resource is active or inactive.
Description	Enter a description of the resource.
Resource Type	Click the Lookup button to select the type of resource.
Capacity Type	Select one of the following capacity options for the resource: Single Tasking - The resource is only used for one task at a time. Multiple Tasking - The resource is used for multiple tasks at the same time. Infinite - The resource is used for an unlimited number of tasks at the same time.

Operation Assignment Tab Fields and Buttons

Field or Button	Description
Operation Code	Enter an operation code to which to assign the resource, or click the Lookup button to select an operation code.
Add	Click this button to assign the resource to the entered operation.
Operation Name	Enter an operation name to which to assign the resource, or click the Lookup button to select an operation name.
Remove	Click this button to remove the selected operation from the Operations grid.
Remove All	Click this button to remove all operations from the Operations grid.
Operations	This grid displays all operations to which the resource is assigned.

Inquiry Tab Fields and Buttons

Note This tab is disabled if you are creating, updating, or deleting a resource.

Field or Button	Description
Resource Status	Select whether to display active or inactive resources.
All Resources	Select this check box to display all resources that meet the selected filter criteria. This check box is selected by default.
Resource Code	Enter a resource code to display, or click the Lookup button to select a resource code. This field is only enabled if you clear the All Resources check box.
Name (Resource)	Enter a resource name to display, or click the Lookup button to select a resource name. This field is only enabled if you clear the All Resources check box.
All Locations	Select this check box to display resources for all locations. This check box is selected by default.
Location Prefix	Enter a location prefix for which to display resources, or click the Lookup button to select a location prefix. This field is only enabled if you clear the All Locations check box.
Name (Location)	Enter a location name for which to display resources, or click the Lookup button to select a location name. This field is only enabled if you clear the All Locations check box.
All Work Centers	Select this check box to display resources for all work centers. This check box is selected by default.
Work Center Code	Enter a work center code for which to display resources, or click the Lookup button to select a work center code. This field is only enabled if you clear the All Work Centers check box.
Name (Work Center)	Enter a work center name for which to display resources, or click the Lookup button to select a work center name. This field is only enabled if you clear the All Work Centers check box.
All Work Center Groups	Select this check box to display resources for all work center groups. This check box is selected by default, and is only enabled if the All Locations and All Work Centers check boxes are selected.
Work Center Group Code	Enter a work center group code for which to display resources, or click the Lookup button to select a work center group code. This field is only enabled if you clear the All Work Center Groups check box.
Name (Work Center Group)	Enter a work center group name for which to display resources, or click the Lookup button to select a work center group name. This field is only enabled if you clear the All Work Center Groups check box.
All Resource Types	Select this check box to display resources for all resource types. This check box is selected by default.
Resource Type	Click the Lookup button to select a resource type for which to display resources.
All Capacity Types	Select this check box to display resources for all capacity types. This check box is selected by default.
Single Tasking	Select this check box to display resources set up with the single tasking capacity type.
Multiple Tasking	Select this check box to display resources set up with the multiple tasking capacity type.
Infinite	Select this check box to display resources set up with the infinite capacity type.
Resources	This grid displays resources based on the selected filter criteria after you click the Show Data button in the ribbon. Double-click a resource to display it on the Main tab.