Enter Resources

Explanation

This activity is used to plan the resources (i.e. labor, tool/equipment) required to a work task that is to be quoted from a service quotation. Resources connected to the same site that the service quotation is created to can be planned.

A demand type, resource group, planned hours and planned quantity can be entered for each resource line. A sales part is automatically added if a default sales part is connected to the resource group in Resource Details window or maintenance organization in Organization Basic Data window.

Prerequisites

• The service quotation must be in the Under Preparation status.
• A work order and a work task should be created or connected with all the necessary information within the service quotation.
• Resource Groups with resource types of Person Group and Tool/Equipment Group are defined with Use in Maintenance allowed in Resource/Resource Groups with site connections added.
• If sales parts are to be fetched automatically based on the resource group or maintenance organization on the work task level, a default sales part is connected to the resource group in Resource Details window or maintenance organization in Organization Basic Data window.
• If the resources are to be connected to a work task template, the work task template must be defined on the Jobs and Templates tab on the work order prior to defining the resources for the work task.

System Effects

As a result of this activity, resource lines will be added for the work task that is to be quoted.

Window

Service Quotation

Related Window Descriptions

Service Quotation
Service Quotation/Work Orders and Tasks
Service Quotation/Work Orders and Tasks/Work Task/Resources

Procedure

1. Open the Service Quotation window and query for the required quotation (F3).
2. On Work Orders and Tasks tab, expand the tree navigator on the left pane and click on a work task. Work Task tab is populated with the information of the selected work task..
3. Select the Resources tab and add a new record (F5).
4. Select a Demand Type and enter information is Resource Group, Planned Quantity and Planned Hours. Use List of Values to select a suitable value for resource group.
5. Enter a value in Sales Part or change the automatically fetched if required, using the List of Values (F8). Optionally, change values in Unit Sales Price/curr, Discount% or Markup%.
6. Save the information (F12).
7. Repeat step 3 to 6 as necessary.