Create resources to schedule tasks on the Service or Transport plan board in Rental Management.

You can select from five resource types: Human resource, Business object, Vendor, Work location, or Tool.

On the Resource category field, specify the type. Then complete the Relation account field:

  • For Business object: Enter the object number.
  • For Human resource: Enter the worker.

Set up the Resource type, Default return warehouse, and Region calendar for the resource.


Standard procedure

1. Go to Work order project planning > Resources > Resources.
2. Click New.
3. In the Resource field, type a value.
4. In the Name field, type a value.
5. In the Resource category field, select an option.
6. In the Relation account field, enter or select a value.
7. In the Resource type field, enter or select a value.
8. In the Region calendar field, enter or select a value.
9. In the Default return warehouse field, enter or select a value.
10. Select Yes/No in the Auto generate hour journal field.
11. Click OK.
Related to Notes

Manage resources

 

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