How You Report Resource Transactions

A resource transaction is an execution transaction that charges the work order operation for the resources that are consumed in the operation. The resource transactions are reported for performing the following two tasks:

To manually charge a resource to the work order operation.
To reverse the charges made earlier for a resource to a work order operation.

Both charging and reversal are recorded as two separate transactions.

You can report a resource transaction on the Report Resource Transactions page. You can access this page from either of the following pages:

On the Review Dispatch List page, click the Report resource transactions icon for the work order operation.
On the Work Execution Overview page, in Tasks pane, click the Report Resource Transactions link. Select the work order and work order operation.

The Report Resource Transactions page opens with the resources that are set up in the work order operation with the charge type as Manual.

The following table lists the fields along with their descriptions on the Report Resource Transactions page:

Field	Description
Item	The product that's being manufactured in the work order.
Work Order Quantity	The quantity of the item that's being manufactured in the work order.
Work Center	The work center for the work order operation.
Transaction Type	The type of the resource transaction. The two options are: Charge: Select Charge for charging a work order operation with the resources consumed in the operation. Reverse: Select Reverse for reversing the charges to correct any clerical error.
Transaction Date	The following two validations must be honored: Transaction date must be same or later than the work order released date. Transaction date can't be a future date.
Project Number	Enter the project number. This field is available only for organizations that are enabled for inventory tracking by project.
Task Number	Select the task number. This field is available only for organizations that are enabled for inventory tracking by project.
Show Resources	The resources to be shown for the work order operation. The two options are: Manually Entered: When selected, only the manually entered resources are shown. The default resources from the work order aren't shown. All : When selected, all the resources including the resources that are defaulted from work order. The Show Resources option is derived based on the setting of the Default Transaction Mode plant parameter.
Status	Icon that shows whether or not the mandatory attributes have been entered for the row. Also, a plus icon is shown for the newly added ad hoc resources.
Sequence	The resource sequence within the work order operation resources. For the ad hoc resources that aren't set up in the work order, a new sequence is generated when the resource is added.
Resource	The name of the resource.
Resource Instance	The name of the resource instance.
Type	The resource type as defined in the work order resources or in the resource definition.
Activity	The resource activity as defined in the work order resources or in the resource definition.
Basis	The basis type as defined in the work order operation for the resource.
UOM	The unit of measure as defined in the work order resources or in the resource definition.
Required	The resource quantity to charge the work order operation. The To Charge field is defaulted to the quantity specified in the Required field if the plant parameter Default Transaction Quantity is set as either Both or Resource.
To Charge	The resource quantity to charge the work order operation. The To Charge field is defaulted to the quantity specified in the Required field if the plant parameter Default Transaction Quantity is set as either Both or Resource.

Charging Resources to the Work Order Operation

You can charge a work order operation for the labor and equipment resources that are consumed while performing the operation. The consumed resources can be the resources that are set up in the work order operation or any other additional ad hoc resources that are consumed during the operation. Select the Transaction Type as Charge for charging the resources. Optionally you can also select the resource instance. If the Basis is set up as Fixed, then the resource appears only during the first transaction of the work order operation. At first, the manual charging is checked. The net charged quantity must be zero for the resource in the work order operation with Basis attribute as Fixed. If it's not zero, then the resource isn't shown. This means that Fixed resources can be charged only once, and when charged, they won't appear again. The application will check whether there is any net charge against a resource with Basis attribute as Fixed, which won't show as it has already been charged.

The equipment profile is validated when reporting an equipment resource. You can confirm the equipment's qualifications when reporting an operation or resource transaction using the equipment resource instance. During operation completion or resource charging, you can't proceed with an unqualified equipment resource instance and need to reassign to a qualified equipment resource instance.

The job profile is validated when reporting labor. You can confirm the operator's qualifications when reporting an operation or resource transaction using the labor resource instance. During resource charging, you can't proceed with an unqualified operator and need to reassign to a qualified operator.

Reversing Resource Charges to the Work Order Operation

If a resource is charged by mistake, it can be reversed with another transaction of type Resource Reverse. Select the Transaction Type as Reverse for reversing the charged resources. If the Basis is set up as Fixed, then the resource appears only during the last transaction of the work order operation. For the last manual reverse, the quantity for resource in the work order operation must be zero in all the dispatch states except for Ready. And there must be some previously charged quantity that must become zero for the resource after the transaction.