Manual resources can be charged to discrete jobs and repetitive schedules that have statuses of Released or Complete. Resources are charged based on how they are defined at the operation they are assigned.

Ad Hoc Resource Requirements

You can charge resources that are not assigned to job or repetitive schedule routing operations thus creating ad hoc resource requirements. You can choose to add ad hoc resources of any charge type - Manual, PO Move, PO Receipt, or WIP Move - however ad hoc resources are actually added as Manual resources and have with a required quantity of zero.

Prerequisites

• Define at least one job or repetitive schedule with a routing. See: Defining Discrete Jobs Manually or Defining Repetitive Schedules Manually.

   To add, charge, or add and charge a resource:

1. Navigate to the Resource Transactions window.

2. Select a Sales Order, repetitive Line and Assembly, Assembly, or Job. The cursor defaults to one of these fields based on how the TP:WIP:Resource Transactions First Field profile option is set. See: Profile Option Descriptions.

   You must select a discrete job or repetitive line and assembly with a status of Released or Complete.

3. Enter the transaction Date and time.

4. Check the Find Manual Resources check box to find the manual resources operations for the Job or Line/Schedule.

   Note: Be aware that costed, manual resources on the manufacturing routing are part of the standard cost for the assembly you are building. If you do not apply the correct number of resource units, you may have a variance on the job or repetitive schedule.

5. Enter the range of operation sequence numbers to transact manual resources.

6. Check the Count Points Only check box to find only the count point operations for the Job or Line/Schedule. See: Count Point and Autocharge Fields.

7. Choose the Transact button. The Resource Transactions window appears.

8. Select the Operation Sequence.

9. Enter or select the Resource Sequence.

10. In the Transaction tabbed region, enter or select a resource.

    You can select any resource associated with the department of the operation or any multi-departmental resource.

11. Optionally, select the Employee.

    If you enter an employee, you can charge job or schedule resources at the employee's effective rate. If you do not specify an employee, the resource is charged at the standard rate for the person-type resource.

12. Select the UOM. See: Overview of Units of Measure.

    You can use any valid, alternate unit of measure for the assembly you are moving.

13. Enter the transaction Quantity.

    Enter the number of units charged by the resource. If you enter an amount different from the standard for a resource that is part of your standard manufacturing routing, a cost variance is incurred. All charges for 'ad hoc' resources, represent a cost variance.

    Note: If you add a manual resource, the transaction quantity is blank. The resource is not transacted unless you enter a transaction quantity.

14. Select the Activity. See: Defining Activities and Activity Costs.

    The enabled activity, if any, associated with the resource is displayed.

   To enter additional resource transaction information:

1. In the Comments tabbed region, select the Operation sequence.

2. Optionally, select the Reason code. See: Defining Transaction Reasons.

3. Optionally, enter the transaction Reference.

   References can be used to identify transactions on standard reports. They can be up to 240 characters of alpha numeric text.