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:
Set up the Resource type, Default return warehouse, and Region calendar for the resource.
| 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 |
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Manage resources |
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