Associating ERP resources to work orders

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

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

Note:  Resource 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 If the selected equipment Status is Withdrawn the system will not add or modify resources.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 work orders:

  1. Select Work > Work Orders.
  2. Select the work order 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 work order.
    Operation Sequence
    Specify the order in which this resource will be impacted when work is performed on the equipment.
    Cool-down Time (Hours)
    Specify the time it takes in hours for the resource line to cool down before performing work orders.
    Warm-up Time (Hours)
    Specify the time it takes in hours for the resource line to warm up before normal use.
    Downtime (Hours)
    Specify the expected downtime in hours for the selected work order.
    Offset
    Select to designate this resource line is impacted by down equipment which will overlap with the previous resource.
    Offset Value (Hours)
    Specify the amount of time in hours in which the resource impacted by down equipment overlaps the previous resource.
  5. Click Submit.
    Note: To select resources from the complete list of Active resources, click All Resources. Select the resource, and then click Submit.

    To refresh resources associated with the work order, click Refresh Resources.

Parent topic: Creating regular work orders