Create Resource

This page allows you to create resources that are used in production processes. Tell me more

Select the “Create Resource” link under the “Process Model” business component.

The “Create Resource” page appears.

Enter the following fields:

Resource No.	The unique number identifying the resource entered manually. Mandatory
	Help facility available.

Click “Get” pushbutton to retrieve the resource details.
Enter the following fields:

Short Desc.	The short description of the resource. Mandatory.
	Zoom facility available.
Status	Use the drop down list box to select the appropriate status of the resource. Mandatory. The system displays the default value based on the save template field defined for the login user. However, if the default does not exist for the login user then displays “Active” by default on launch of the page. The options available are
	Active – indicates valid resource.
	Draft – indicates incomplete resource.
	Inactive – indicates invalid resource.

Note: The status can be modified through the “Edit Resource” screen.

Full Desc.	The full description of the resource.
	Zoom facility available.

Enter the following fields in the “Resource Details” group box:

Resource Type	Use the drop-down list box to select the user-defined type of the resource. The system retrieves the types as defined in the types master from the “Organization Model” business component. The system displays the default value based on the save template field defined for the login user. However, if the default does not exist, then the system displays “Blank” by default on launch of the page.
Resource Class	Use the drop-down list box to select the classification of the resource. Mandatory. You can select from “Others”, “Labor”, “Machine”, “Tool” or “Vendor”. The system displays the default value based on the save template field defined for the login user. However, if the default does not exist, then the system displays “Machine” by default on launch of the page.
In Charge	The person who is in charge of the resource.
Maintained By	Use the drop-down list box to select the “Maintained By” control units for which the login user has “View” access permission. Mandatory. The system displays the default value based on the save template field defined for the login user. However, if the default does not exist for the login user then displays “First Available Value” by default on launch of the page.
Purpose	Use the drop-down list box to select the purpose as defined in the control unit. Mandatory. The system displays the default value based on the save template field defined for the login user. However, if the default does not exist for the login user then displays “CRP” by default on launch of the page. The options available are
	RCCP – indicates the process of converting the master production schedule into requirements for key resources rough-cut capacity plan.
	CRP – indicates the function of establishing, measuring and adjusting limits or levels of capacity.
Department	Use the drop-down list box to select the control units defined for departments for which the login user has “View” access permission. Mandatory. The system displays the default value based on the save template field defined for the login user. However, if the default does not exist for the login user then displays “First Available Value” by default on launch of the page.

Enter the following fields in the “Capacity Details” group box:

Resource Calendar	The number identifying the resource calendar that must have been defined in the “Resource Calendar” page. Mandatory. The resource calendar should not be left blank. The resource calendar should exist in the resource calendar master and should be in “Active” status. It should be valid for the Business Unit to which the “Maintained By” control unit is mapped.
	Help facility available.

The system displays the following in the “Capacity Details” group box:

Plg. Horizon (Days)	The planning horizon of the resource. The system retrieves and displays the planning horizon of the resource based on the value selected in the “Purpose” field.
Plg. Bucket	The time bucket in which the schedules for the resource are displayed. Mandatory. This is defined for control unit to which the resource is attached. It can be “Exact Time”, “Shift”, “Day”, “Week” or “Month”.

Note: The planning horizon and planning bucket is defaulted based on the value set for the department.

Enter the following in the “Capacity Details” group box:

Cap Units	The number identifying the capacity of the resource being created. Mandatory. The system displays the default value based on the save template field defined for the login user. However, if the default does not exist for the login user then displays “1.0000” by default on launch of the page. The capacity units should not be blank and should be greater than zero. If capacity plg type is “Discrete”, then the value to this field should be a whole number.
	The unit of measure of the resource capacity specified alongside. The capacity unit of measure (UOM) should be a valid UOM as defined in UOM Master.
	Help facility available.
Capacity Check At	Use the drop-down list box to select the status at which the capacity is checked and scheduling of the resource is done. Mandatory. You can select from “Order Under Request”, “Order Accepted”, “Order Firmed Up” or “No Capacity Booking”. The system displays the default value based on the save template field defined for the login user. However, if the default does not exist for the login user then displays “Order Under Request” by default on launch of the page.
Capacity Basis	Use the drop-down list box to select the capacity basis for calculating capacity requirements of the resource. Mandatory. You can select from “Fixed” or “Variable”. The system displays the default value based on the save template field defined for the login user. However, if the default does not exist for the login user then displays “Fixed” by default on launch of the page.
No. Of Activity Cards	The number of job tickets to be printed. The system displays the default value based on the save template field defined for the login user. However, if the default does not exist for the login user then displays “0” by default on launch of the page. The number of activity cards should be greater than or equal to zero.
Prodn. Reporting Type	Use the drop-down list box to select the production reporting types of the activities using the resource. Mandatory. You can select from “Start/Break/End”, “Start/End”, “Start of Activity”, “End of Activity” or “Backflush”. The system displays the default value based on the save template field defined for the login user. However, if the default does not exist for the login user then displays “Start/Break/End” by default on launch of the page.
Capacity Plg. Type	Use the drop-down list box to select the planning type of the resource. Mandatory. The system displays the default value based on the save template field defined for the login user. However, if the default does not exist for the login user then displays “Aggregate” by default on launch of the page. The options available are
	Discrete – indicates the capacity planning of discrete resources, which are group of similar resources where each resource can handle only one job at a time.
	Aggregate – indicates the capacity planning of aggregate resources, resources that can handle more than one job at any given time.
Queue Time	The time buffer that is to be given at the beginning of an activity, which uses this resource. This is useful when the actual start time of an activity differs from the planned time. If the actual start time is within the buffer time, no rescheduling is done. The system displays the default value based on the save template field defined for the login user. However, if the default does not exist for the login user then displays “0.00000” by default on launch of the page. Queue Time should be greater than or equal to zero.
	Use the drop-down list box to select the queue time provided alongside. You can select from “Hrs”, “Mins”, “Secs” or Days”. The system displays the default value based on the save template field defined for the login user. However, if the default does not exist for the login user then displays “Mins” by default on launch of the page.
Wait Time	The time buffer that is to be given at the end of an activity, which uses the resource being defined. This is useful when the actual end time of an activity is different from the planned time. If the actual end time is within the buffer time, no rescheduling is done. The system displays the default value based on the save template field defined for the login user. However, if the default does not exist for the login user then displays “0.00000” by default on launch of the page. Wait Time should be greater than or equal to zero.
Transport Time	The time required for the job on this resource to move to the next resource. The system displays the default value based on the save template field defined for the login user. However, if the default does not exist for the login user then displays “0.00000” by default on launch of the page. Transport Time should be greater than or equal to zero.

Enter the following in the “Cost Details” group box:

Costing Required	Select the check box to specify whether costing is required for the resource. The system displays the default value based on the save template field defined for the login user. However, if the default does not exist for the login user then the system leaves the box “Checked” by default on launch of the page.
Cost Center	The code identifying the cost center under the specified Management Accounting (MAC) location to which the resource is to be attached. If the costing required field is “Checked”, then the cost center cannot be left blank. The cost center should be valid for the Business Unit to which the “Maintained By” control unit is mapped.
	Help facility available.
Costing Basis	Use the drop-down list box to select the costs based on the requirements. You can select from “Standard”, “Actual Time”. The system displays the default value based on the save template field defined for the login user. However, if the default does not exist for the login user then displays “Standard” by default on launch of the page.
Save Template	Select the check box to save all the fields as default fields except Resource No and Description that can be viewed when the user revisits the screen. The system leaves the box “Unchecked” by default on launch of the page. If this field is checked, then the system retrieves the default values saved earlier for the login user.

Click the “Create Resource” pushbutton to create the resource details.

The resource should not be an already existing resource. The system checks the status of the resource. If the status is set to “Draft”, then the system saves the resource details without generating the validations. The resource cannot be created in “Inactive” status. The system ensures that the login user should have “All” access permission to the “Maintained By” control unit to create the resource.

The login user ID and the system date are updated in the “Created By” and “Created Date” fields.

To proceed, carry out the following

Select the “Edit Resource” link at the bottom of the page to modify the resource details.
Select the “Create Types” link at the bottom of the page to create the type details.
Select the “Create Resource Calendar” link at the bottom of the page to create resource calendars.
Select the “Create Control Unit” link at the bottom of the page to create control units.
Select the “Create Resource Cost Details” link at the bottom of the page to create resource cost details.
Select the “Attach Notes” link at the bottom of the page to attach notes.

The system displays the following:

Created By	The login user ID of the person who has created the resource.
Created Date	The date on which the resource was created.

Create Resource – An overview

You can specify the type of the resource with its classification and can also assign the control unit permissions along with the department using this screen. A resource calendar can be attached to identify the working and non-working times of the resource. You can categorize a resource as “Discrete” or “Aggregate”. A discrete resource is a group of similar resources where each resource can handle only one job at a time. An aggregate resource is one that can handle more than one job at any given time.

The capacity of the resource must be specified along with its unit of measure and is classified as fixed or variable depending upon the capacity requirements. The reporting information during production is used to report the status of the activities and the same can be used for costing purposes. You can specify the type of capacity planning on the resource and the status of an order based on which the capacity of the resource is planned.

Time details are attached to the resource to identify the queue, wait and transport time of the activity. These details are used to compare the actual and planned start and end times of the activity on the resource to necessitate rescheduling of the activities. You can also determine the cost by selecting the appropriate cost center along with other cost details. A feature that saves the default fields defined for future reference can be captured using this screen. Help screens are available to retrieve the details of the resources, resource calendars, capacity units and cost centers.

Prerequisites

Mandatory

Maintained by should have been defined in the “Create Control Unit” activity of the “Organization Model” business component.
Purpose should have been defined in the “Create Control Unit” activity of the “Organization Model” business component.
Department should have been defined in the “Create Control Unit” activity of the “Organization Model” business component.
Resource Calendar should have been defined in the “Create Resource Calendar” activity of the “Time Model” business component.
Capacity Units UOM should have been defined in the “Create UOM” activity of the “UOM Administration” business component.

Optional

Cost Center should have been defined in the “Maintain Cost Center Association” activity of the “Costing Model” business component.