Asset

The asset to charge for costs related to this transaction. Click Browse to select the appropriate asset. If the transaction comes from a work order, APM automatically enters the asset information. If your organization includes multiple sites, the asset to charge and the resource transaction must be owned by the same site.

	See Also

Component or Location

If you have selected a component location as the asset that was worked on, you can switch to the component installed in the location by selecting the Component option. If you have selected a component as the asset that was worked on, you can switch to the component's location by selecting the Location option.

	See Also

Title

The name or short description of this item. You can enter up to 250 characters.

Hierarchy location

A hierarchy location is a string of letters and numbers that identifies where the asset is in the physical hierarchy. APM constructs a full hierarchy location using the code that you enter in the Hierarchy code box joined with the hierarchy codes for its parent/ancestors. The codes are separated by a period (.). Hierarchy locations are updated whenever the asset or one of its ancestors is moved within the hierarchy (or if a hierarchy code changes).

	See Also

Transaction date and time

The date and time of the transaction. APM automatically enters the current date based on your computer’s clock, but you can change this information if necessary. For timecards, enter the date that the work was performed.

	See Also

Quantity

The quantity for this resource. The quantity has a different meaning depending on the resource type (Labor, Material, Service, and Tool) and the action you are performing (Adjusting an Item, Issuing an Item, and Entering a Physical Count Adjustment Transaction). Labor: Hours worked. Material: Adjustment quantity, invoiced quantity, issued quantity, return quantity, or received quantity (purchase and transfer). Service: Received hours or invoiced hours. Tool: Adjustment quantity, invoiced quantity, issued quantity, return quantity, or received quantity (purchase and transfer). Adjusting an Item: If you have selected Quantity Adjustment as the adjustment type, enter the quantity by which to change the inventory. Issuing an Item: Enter the quantity issued. Entering a Physical Count Adjustment Transaction: APM automatically enters the quantity when the transaction is posted.

	See Also

Standard task

Select the standard task that represents the type of work that was done. The system uses the selected task to create a work order that represents the completed work. Only standard tasks for the asset worked on, and that have been set as troubleshooter standard tasks can be selected.

	See Also

Problem

The problem that the troubleshooter worked on during this time. If you are entering a new troubleshooting timecard, select the appropriate problem from the list.

	See Also

Cause

Select the cause of the troubleshooting problem. If an appropriate cause is not in the list, you can enter a new one by right-clicking in the Cause box and clicking New.

	See Also

Remedy

The remedy that was used to fix the troubleshooting problem.

	See Also

Create Work Request

Select this check box to have APM create a work request. For example, you may do this if the problem that was worked on requires additional work.

	See Also

Completion date

If additional work is required, enter the requested completion date for the work.

	See Also

Maintenance group

If additional work is required, select the maintenance group that is requested to perform the work.

	See Also

Comment

Type a comment up to 255 characters.

	See Also

Issued To, Returned To, or Performed By

The name of the employee who was on the receiving end of the transaction. For example, for an issue it is the person to whom the material was issued (e.g., the person who picked or delivered the material) and for an inventory return it is the person who returned the material. For a time sheet entry, this is the person who performed the work that the time is being recorded for. If your organization includes multiple sites and the transaction is for labor, the employee record and the time sheet must both be owned by the same site.

	See Also

Resource

The resource involved in the transaction. For example, it could be the inventory item being issued, an employee's trade on a timecard, or a supplier item being received.

	See Also

Maintenance group

The maintenance group that the employee who performed the work belongs to.

	See Also

Picked by, Received by, or Recorded by

The name of the employee who performed the transaction. For example, for an issue it is the person who issued (picked or delivered) the material. It is not necessarily the person who entered the transaction. For a time sheet, it is the name of the person who recorded the time worked. For a receiving document, it is the name of the person who received the material. If your organization includes multiple sites, the employee record and the transaction entry form must both be owned by the same site.

	See Also

Purchase order

The purchase order associated with this transaction. For example, this may be the purchase order for the resource being received.

	See Also

P.O. line

The purchase order line for the resource that was purchased.

	See Also

Labor rate type

The labor rate type to use for this transaction. The rate type controls how much is charged to the work order for this timecard. For example, your list of labor rate types may include Regular and Overtime.

	See Also

Cost type

The cost type to charge. The cost type is used to summarize resource costs on a work order and for the asset charged. The system typically selects a default cost; however, if necessary the cost type can be overridden. This information needs to be entered when costs are charged to an asset.

	See Also

Override Cost Type

Whether or not a cost type to charge is required. If your settings enable you to override the derived accounts, you can use this field to indicate that such an override is necessary for this resource transaction.

	See Also

GL Account to Charge

The GL account to charge for costs related to this transaction. Click the arrow to select the appropriate account.

	See Also

Override GL Account

Whether or not an entry for the GL Account field is required. If your settings enable you to override the default general ledger accounts, you can use this field to indicate that such an override is necessary for this resource transaction.

	See Also