Associating ERP resources to equipment

Associate ERP resources to selected equipment to communicate equipment downtime for any resources impacted when the selected equipment is taken down for unplanned maintenance work.

A resource is a line of products, equipment, or materials used to complete a job.

Note:  Track Resources must be selected on the Record View page of the selected equipment to associate resources.

If the selected equipment Status is Withdrawn, the system will not add or modify resources.

To associate ERP resources to equipment:

  1. Select Equipment > Assets.
    Select Equipment > Positions.

    Select Equipment > Systems.

  2. Select the equipment with which to associate ERP resources, and then click the Resources tab.
  3. Click Add Resource.
  4. Specify this information:
    Resource
    Specify the resource to associate to the selected equipment. The system automatically populates Accounting Entity, Name, and Type.
    Cool-down Time (Hours)
    Specify the time it takes in hours for the resource line to cool down before use performing maintenance work.
    Warm-up Time (Hours)
    Specify the time it takes in hours for the resource line to warm up before normal use.
    Active
    Select to designate this resource line as active.
  5. Click Submit.
    Note: To delete a resource association, select the resource record to delete, and then click Delete Resource. The system deletes the resource if the resource is not indirectly related to the selected equipment by parent equipment.

    To associate multiple resources, click Select Resources. The system displays the Resources popup. Select the resources to associate to the selected equipment, and then click Submit.

    To copy resources from parent equipment to the selected equipment, click Copy Resources.

    To view the resource history for the selected equipment, click View Resource History.