Work Order Required Resource Tab


A special customization or series of registry entries (see below) are required for this tab to appear.


Lines cannot be added manually if the WO is on credit hold. If the user attempts to do so, SAMPro will display the message "WorkOrder is on Credit Hold, this line cannot be added”.  In addition, the buttons MaterialReq, ImportRR and ReleaseRR cannot be used if the Work Order is on Credit Hold.

Registry Entries:

Registry Entry Global Settings: Required Resources

Registry Entry Work Order Options

To set the Import Required Resources File Path see Workorder option to set Import Required Resource default directory.

See Registry to Automatically Default the Vendor if you want the Vendor to default from the Inventory Item record.

This global registry to import budgets costs also impacts the RR Wizard: Import Costs from JCH / Job Budget.

Important Fields:

The quantity of this resource that is likely to be needed to perform this work.

Qty Avail: Qty On-Hand:
These display-only fields are calculated by the system based on the following criteria:

Quantity On-Hand and Available calculations use branch-specific Material Requisitioning registry entries (sys-viewer-vshpordr-branchid) when available. The Branch Id on the WO’s Main tab is used to determine the Branch.

If the Location Id field is blank, use the default Location specified by the MaterialRequisitionFromLocation value found in the sys-viewer-shpordr registry key.

If a Location Id is specified, calculate the Qty Avail and On-Hand values based on it.

If no registry supplied Location Id is specified, and the Location Id on the line is blank, display zeros.

Inventory Item Id: 
This field should be completed if the resource is an inventoried item.

The system checks to see if a part has been superceded (the Superceded By field on the Inventory Other Tab is filled in). When a superseded part number is entered into this field, the system will alert the user that: Item A has been superceded by Item B. Use New Item?

It the user clicks Yes, the new part (B) will be returned to the field. If the user clicks No, part A (which has been superceded) will remain in the field.

A brief description of the resource. In the case of inventoried items, this field defaults from the Inventory Item Name. If this resource was generated from a Flat Rate Category, the Name will default from the appropriate detail lines.

Date Required:
This is a required field. This field is used / set in conjunction with the following functions:

1. Generate PM WOs now sets the Date Required to the same date as the WO's Date Scheduled.

2. Start Material Requisition posts it into the Shop Order’s Date Required.

3. The WO viewer's RR wizard uses it when creating of both POs and Shop Orders.

If a Flat Rate is imported, the Date on the Flat Import window will be used to set the Date Required on the Required Resource tab. If an inventory item is on the flat rate, the Description is now set from the Inventory Item Name.

This informational box will be checked if this resource has already been requisitioned (by purchasing it from a vendor or filling it from stock). Clicking the Create PO button on the side button bar launches the Required Resources wizard to implement the requisition.

Flat Rate Id: Description:
These display-only fields will be completed if this line was generated as a result of importing a Flat Category.

Other Rate Id:
Typically, this field would only be entered for non-inventoried material (that will ultimately be purchased from a vendor). The Cost Category Type should be set to either Material or Sub. Other Rates with a cost type of Other would never be entered on this tab since they represent items that would neither be bought or filled, and hence are not considered part of Required Resource processing.

Cost Category:
When an Inventory Item is added, the Job Cost Category defaults from the Inventory Item's Group record. The Cost Category must be of Type Material or Equipment if the Inventory Item field is completed. If the Inventory Item field is not completed, the Cost Category Posting/Selection Type may not be set to Labor.

This field supports enhanced filtering provided by the Cost Code's Job Cost Category Usage Filter. Cost Categories are validated (relative to Cost Codes) during data entry upon leaving the Cost Category Id field.  The full relationship is validated again when leaving a child line or saving a record.

Vendor Id:

For Inventory Items:

This field would only be completed for resources that have been/will be bought directly from a from a Vendor rather than through the whole requisitioning process. See Registry to Automatically Default the Vendor if you want the Vendor to default from the Inventory Item record. If the Vendor's No Inventory? field is checked, the Vendor may not be specified on this tab.

Non-Inventory Materials:

If you do not complete this field, you will be prompted to do so when the Wizard is launched.

If the Unit Cost is not zero, and you change the Vendor Id (which may change the Unit Cost), the system will prompt you to confirm the change to the cost.  The user should answer 'No' if costs are routinely imported from the Job Budget.

Equipment Id:
The Equipment this resource will be applied to. If one piece of Equipment is listed on the Equipment tab, its Equipment Id will default when a Required Resource line is entered. If more than one piece of Equipment is listed, the Equipment Id does NOT default so that the user can select the correct item. This defaulting methodology is true for lines manually entered by the user as well as those imported from Job History or an external file via the Import ReqRes button.

Note: the Equipment on the Required Resource pick lists is limited to the Equipment on the Work Order Equipment tab. The user is not permitted to select Equipment not on the Equipment tab.

PO Id:
This display-only field will be completed by the system when the Required Resource Wizard is run and a Purchase Order is generated for the Vendor listed above.

Location Id:
This field is only completed for inventoried materials that will be filled from a location. If this line has not yet been requisitioned, this Location will default when the Required Resources Wizard is run. If you do not complete this field in the Work Order, you will be prompted to do so when the Wizard is launched. Note that both the Location Id and Vendor Id cannot both be completed in the same Required Resource line.

Location Id and Vendor Id Validation:
Validation did not allow a Location and Vendor to be manually entered on the same line. However, if the User runs the RR Wizard but clears the OK box at the end (so that the PO was not created), both the Location (defaulted from the Wizard) and Vendor are entered. The validation has been refined to allow the User to clear the Vendor or Location if both have been completed and the line has not been requisitioned.  

Unit Cost: Amount Cost:
The cost associated with this Resource. If applicable, this line defaults from the Flat Rate Category.

Displays the Unit of Measure from the Inventory record.

TechAnywhere Source Rn: Technician Id:
If these fields are completed, this record/line was created/revised from TechAnywhere.

Important Buttons:

image\SKIN1_ImportRR.gif  The Import Required Resources button enables the user to add inventory and non-inventory items to the Required Resource tab. When you click the Import Required Resource button, the system will ask 'Do you want to Import Required Resources from JC History?'

Answer ‘No’ to import from a file: click Importing From a Spreadsheet for details.

Answer 'Yes' to import from JCH: click Importing from Job History Budgets for details.

image\SKIN1_ReleaseRR.gif   ReleaseRR will take every un-requisitioned required resource line off Hold.

image\SKIN1_MaterialReq.gif  When this button is clicked, the required resource wizard is launched to allow creation of PO’s for non-inventory items listed on the Required Resource tab as well as Inventory Items whose Vendor Id is completed. See WO Required Resource Wizard for details.

When this button is clicked, the Start Material Requisitioning function is launched with the As Of Date field set to today, and the selected Work Order Id entered in its range filter.