Organization Attributes - Resource
Modified on Tue, 31 May 2016 10:43 by tpaeglis — Categorized as: Address Book, Attributes
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General Description
Fields/Filters
General Description
¶
Default Menu Location
Maintain >> Address Book >> Organization
Screen Name
Resource
Organization screen is also accessible from the
Adjutant Toolbar
.
Function
Resource screen is an attribute jump screen from the Organization Screen; a resource is defined as a person, organization, or an asset that is used to conduct business and/or generate revenue.
Resource Attribute
Fields/Filters
¶
Schedule Tab:
Determines which tab the resource goes under in the Scheduling Screen
Schedule Tab may be added/edited/deleted from the drop-down menu
Resource Name:
Name of the resource
RID:
Resource's ID
Supervisor:
Supervisor for this resource, if any.
Check the Supervisor box if this resource is a supervisor to someone else
Email:
Resource email address
WO Form:
If there is a default work order form for this resource, enter it here
Department:
Department resource belongs to
Def Equip:
Default equipment
If the resource has equipment (an asset) that is always used when working.
Assets are defined in the Asset Information Screen.
Default BillCode:
The resource's default billcode for assigning a task
Acct EMPID:
Resource's ID in your Payroll Software Package
It is used to transfer actual labor cost information for this resource.
Default WHSE:
The default warehouse for this resource
Active:
Resource is currently active in the company
Xfer:
To transfer this resource's schedule to their Microsoft Outlook Calendar
Attributes:
The attributes for this resource (Resource attributes fall into two separate categories: Skills and Zones)
Skill Attributes are maintained in the
Rule Maintenance
screen by selecting Skill Codes from the drop-down menu
Zone Attributes are maintained in the
Rule Maintenance
screen by selecting Zones from the drop-down menu