You can view, update, add, or delete resource requirements for a work order. Resources are used to perform a task for a maintenance operation. A resource is a person, piece of equipment, or contractor service used to perform an operation. A resource and usage rate for all scheduled activities is required in a routing.

Contractor services are defined as work services provided by an organization or person who is not an employee of your company. Contractors are paid for their work, based on an agreed upon contract or agreement. For example, within maintenance work environments, it is often important to include landscaping services within a work order. It is also important to relate the purchasing transactions, such as the requisition and purchase order to the work order. In order for this to execute, the appropriate steps are completed in Purchasing and Enterprise Asset Management.

When defining departments, available resources are assigned in each department and the shifts that each resource is available. For each operation defined, you specify a department and list of resources and usages. An operation can use any resource that is available in the department, but not all resources are assigned to the department. An operation can use resources that are owned or borrowed from other departments. (See: Defining Departments and Resources).

   To define resource requirements:

1. Navigate to the Select Work Order window (Work Order Details > Resource Requirements).

   Note: This function is available for those users with responsibilities and roles that include function, EAM_WO_DETAILS_MODE, with their associated menu. Otherwise, you can only view work orders, and cannot update associated asset hierarchy, work order hierarchy, material, resource, operation, cost, collection plan results, work request, and attachment information. See: Implementing Function Security, Oracle Applications System Administrator's Guide - Security.

2. Choose a Work Order.

3. Choose Continue.

   The resources that appear on the following Resources window are assigned to the department, and assigned to the current operation of the routing. See: Defining Departments and Resources.

4. Select an Operation. Only valid operations, associated with the routing, are available. See: Preparing Work Order Operations.

   Note: If you access the Resources window via the Operations window, you cannot change operation information. If you access the Resources window via the Work Order window, you can change operation information.

5. Enter a Resource Sequence. You can have multiple resources for an operation.

6. Select a Resource.

7. In the Main tab, the UOM defaults based on the Resource definition. See: Defining Departments and Resources. You can update this if the BOM: Update Resource UOM profile option is set to Yes.

   The UOM requires a time-based measure, for this Work Order to schedule. It must be the same as the site level profile option, BOM: Hour UOM. See: Bills of Material Profile Options.

8. Select a Basis to charge and schedule the resource. This defaults based on the Resource definition. See: Defining a Resource.

   • Item: Charge and schedule the resource where the resource usage quantity is the amount required per assembly unit you make.

   • Lot: Charge and schedule the resource where the resource usage quantity is the amount required per job or schedule.

     If you select Lot, the Basis will be based on the resource item when the work order is created.

9. Enter the Usage Rate or Amount Value for the resource. You can post usage time for persons, equipment, and miscellaneous material.

10. Select the Quantities tab. You can view the Required quantity of this resource to use. This information defaults from the Usage Rate/Amount information. You can also view the Applied amount or rate of the resource already used. The Open amount or rate identifies the amount of the resource left to use (the difference between the Required and Applied).

11. Select the Scheduling tab. This information defaults from the current operation's setup. See: Preparing Work Order Operations.

    Select Yes in the Scheduled field to indicate that this resource can be scheduled.

12. Select the Costing tab. You can view and update this resource's costing information.

    1. Select a Charge Type.

       • Manual: You can manually enter the cost.

       • PO receipt: The cost defaults as the cost on the purchase order receipt.

    2. The Department defaults as the area the current resource is assigned to. See: Defining Departments and Resources.

13. Optionally choose Instances to view or update a list of specific people or equipment assigned to this resource. The Person tab displays persons grouped in specific roles. The Equipment tab displays similar types of equipment grouped by resource. You can define specific machines to any of your machine type resources and you can define specific persons to any of your labor type resources. When a resource has instances defined, you can view the resource load and capacity in the Scheduler Workbench (See: Using the Scheduler Workbench).

    For example, you can define all machines belonging to the resource, GRINDERS. An individual grinder machine can then be a specific resource requirement and scheduled, and can have its own unique capacity definition.

    This information defaults from your current resource definition. You can add persons (including contingent workers) and equipment that are associated with the current resource.

    See: Defining a Resource.

14. Save your work.