Charging Resources Manually
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 0.
Prerequisites
To add, charge, or add and charge a resource:
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: Work in Process Profile Options.
You must select a discrete job or repetitive line and assembly with a status of Released or Complete.
4. Check the Find Manual Resources check box to find the manual resources operations for the Job or Line/Schedule.
Attention: 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.
You cannot choose operations if you do not choose to find the manual resources for the Job or Line/Schedule.
7. Choose the Transact button. The Resource Transactions window appears.
10. In the Transaction alternate 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.
You can use any valid, alternate unit of measure for the assembly you are moving.
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.
Attention: If you add a manual resource, the transaction quantity is blank. The resource is not transacted unless you enter a transaction quantity.
The enabled activity, if any, associated with the resource is displayed.
To enter additional resource transaction information:
1. In the Comments alternate region, select the Operation sequence.
References can be used to identify transactions on standard reports. They can be up to 240 characters of alpha numeric text.
See Also
Overview of Resource Transactions
Overview of Work in Process Costing
Overview of Work in Process Scheduling
Adding and Updating Operations
Overview of Resource Requirements
Adding and Updating Resource Requirements
Transaction Control by Status