Report a Resource Transaction

You can perform two types of resource transactions: Charging resources to a work order operation and reversing resources charged to a work order operation. The following example illustrates charging resources to the work order operation.

Steps to Report the Resource Transaction

To report the resource transaction, perform the following steps:

1. In the Tasks pane, in Work Execution, click the Review Maintenance Dispatch List link.

2. On the Maintenance Dispatch List page, use the Search region to search for the work order for which you want to perform the material transaction. The records that fulfill the search criteria are displayed. For more information about searching and using maintenance dispatch list, refer the Maintenance Dispatch List: Explained topic.

3. Look for the row with the operation sequence for which you want to perform the resource transaction. Click the Report Resource Transactions icon to initiate reporting of the resource transaction.

4. Retain the Transaction Type option as Charge for charging the resources to the work order operation. For reversing any charged resources, you must select Reverse as the Transaction Type option.

5. Retain the default system date in the Transaction Date field. You can update the field to a past date if required.

6. In the Show Resources option, select: All. You may select either of the following option per your requirement.

   Option	Description
   All	Displays all the resources including the manually entered resources and the resources set up in the work order operation.
   Manually entered	Displays the manually entered resources only. The resources set up in the work order operation aren't displayed.

7. Now, the resources set up on the work order operation are shown in the page. If needed, you can manually enter a new resource by adding a new row. To add a new row, click the Add icon.

8. In the new row, from the Resource drop-down list, select the resource.

9. Optionally, from the Activity drop-down list, select the resource activity.

10. For each resource that you want to charge, in the To Transact field, enter the resource quantity to be charged to the work order operation. The To Transact quantity is populated by default from the work order definition and can be updated to reflect the actual usage quantity. A check mark is shown in the Status column when all the required data is entered for the component.

11. Click the Save and Close button. A confirmation message is shown on the successful completion of the resource transaction.