Report a Resource Transaction

The following example illustrates reporting a resource transaction in an operation. The example discusses the process of charging resources to a work order operation.

Steps to Report a Resource Transaction

To charge resources to a work order operation, perform the following steps:

1. In the Navigator, click the Work Execution work area link.

2. Verify the manufacturing organization on the page. If it is not the correct organization, click the Change Organization and set it to the required organization.

3. On the Work Execution Overview page, in the Tasks pane, click the Review Dispatch List link.

4. On the Review Dispatch List page, use the Search region to search for the work order for which you want to perform the transaction.

   You can also search for work orders by their statuses. The following table lists out all the search criteria on the basis of which you can query a work order:

   Field	Value
   Work Area	Select the work area of the work order.
   Work Center	Select the work center of the work order.
   Status	Select the status of the work order. The valid values are: Complete, Optional, Ready, Reject, and Scrap.
   Work Order	Enter the work order.

5. Click the Search button. The records that fulfill the search criteria are displayed. Note that, you can also use the following fields to perform a search as per your requirement: Item, Start Date, Completion Date, and Serial Number.

6. Look for the row with the work order for which you want to perform the transaction. Click the Report resource transactions icon to report the resource transaction.

7. 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.

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

9. In the Show Resources option, select All to view all the resources including the ones set up on the work order operation.

   You can also view only the manually entered resources by selecting Manually entered as the Show Resources option.

10. 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. In the new row, from the Resource list, select the resource. You can also add resource instances associated with the resource. Optionally, from the Activity list, select the resource activity.

11. 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 defaulted from the work order definition and can be updated to reflect the actual usage quantity.

    A check mark is shown in the Status field when all the required data is entered for the resource.

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