Resource

The resource that is required for this demand. If you want to enter a new or non-cataloged resource from a work order, leave this box blank and enter a description of the item in the Demand description box.

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Number

The total number of items that are required. For example, the number of employees or contractors required for the trade or the number of tools. This setting is only applicable to trades, tools, and time-based service resources.

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Required for

The amount of time that each employee, contractor, tool, or service person is required. For example if you are entering a trade requirement, enter how long each employee will need to work on this task. The total time entered for the requirement will be calculated as: Number Of x Required For The default requirement is 1.00 hour. This setting is only applicable to trades, tools, and time-based service resources. Note: For scheduling purposes, one day = 24 hours, regardless of the number and type of shifts included on the schedule.

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Requirement

The number of units required for the item. If this box is left blank, an error message will appear. This setting is only applicable to materials, tools, and service resources that don’t use a time-based unit of measure. For time-based resources (trades, tools, and services that are time-based), the Requirement entry is calculated using: Number of x Required for

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Labor rate type

The type of labor rate to be used in planning the costs for this requirement. The system enters the default labor rate type, but if necessary you can change it.

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Unit cost or Rate

The cost per unit for the demand. If you are entering a non-catalog resource, you can enter the unit cost here. If you have selected a supplier resource with a current price, or a warehouse issue, the system enters the unit cost and you cannot change it unless you are a buyer. Since inventory unit costs change over time as you purchase materials, the current unit cost is retained to provide costing stability.

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Base cost

The estimated base cost of the demand. APM automatically calculates this cost based on the unit price and quantity of the resources needed for the work order or requisition.

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Assigned to

The name of the employee or contractor assigned to this trade requirement. You will only be able to assign someone to the requirement if the entry in the Number required box is “1”. You cannot assign multiple people to a single trade requirement. To assign multiple people, you must create multiple trade requirements (each with the Number required set to “1”).

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Date Required

The date when the material is required. APM uses this date to calculate replenishment demand for warehouse items.

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Relationship type

The relationship of the lag to the start of the task. You can select from: • Start to start (SS): The requirement starts when the task is planned to start, offset by any entered lag time. • Finish to finish (FF): The requirement ends when the task is planned to end. The system automatically calculates the required lag time.

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Lag

The lag time that is required between this requirement and the planned start time of the task. For example, if you enter a trade requirement with a lag time of two hours, the planned start time for the trade will be two hours after the planned start time for the task. This setting is used when calculating the estimated duration of the task, and when the task is scheduled.

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Fulfillment method

How the resource demand will be fulfilled. Not all of the following methods will be listed, depending on the type of resource selected. Maintenance: Use for trade requirements that will be assigned to employees or on-site contractors (when the demand is on a work order task). Purchase: Use for trades, materials, tools, or services that need to be purchased. Warehouse Issue: Use for material that will be issued from a warehouse. Warehouse Transfer: Use for materials that will be transferred from one warehouse to another. Tool Issue: Use for tools that will be issued from a warehouse. Equipment Rental: Use for tools and equipment to be rented from an outside supplier.

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Purchase type

Select the appropriate purchase type: • Regular purchase (used for most purchases) • Equipment rental (used for tool resources only) • Repair order (used for serialized units only) • Service order (used for service resources only) • On-site contractor (used for setting up the procurement process for on-site contractors)

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Actual Quantity

The total of each resource you received to satisfy the demand. APM updates this information as you post transactions, and you cannot change it.

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Actual Value

The total value of all posted transactions created to satisfy this demand. APM automatically calculates this amount, and you cannot change it. If the demand was for an equipment rental and multiple work orders used the rented equipment, the actual value represents the total cost from all of the work order tasks. The work order and task costs reflect their individual usages of the equipment.

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Demand Description

A description of the requirements.

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Serialized inventory unit

The resource unit for a requirement. When you select a serialized resource, the Unit list becomes available.

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From inventory

The warehouse inventory group from which this item should be issued.

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Primary location

The primary storage location for this warehouse item. The primary storage location is the first place to look for this item. Use the formatting required by your organization.

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Source of the Transaction

The name or number of the source of the transaction. For example, if the transaction is a material issue, this box would show the pick list that issued the material.

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Pick List Line

The line number for this resource on the pick list.

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Time-based service

Select this option if the service will be purchased based on a time unit of measure (such as hours or days). If the service is a catalog resource, the system sets this option based on the unit of measure set on the resource.

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Lead time

The average time it takes the supplier to deliver the item. The lead time generally covers the elapsed time between the issuance of a PO (by mail, EDI, fax, and so on) and the time the order is received. It does not include internal processing time, such as preparing the PO and putting the material away. The system can use this lead time when calculating whether or not a warehouse item needs to be replenished. Whether or not this time is used is determined by a setting on the warehouse properties.

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Deliver to/Inventory group

The name of the warehouse inventory group that should receive the item(s) ordered. If you select a consignment inventory group, the order will be treated as a consignment order.

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Requisition

The requisition that created this demand.

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Line	The requisition line number for the resource. Requisition lines are unique within each requisition and should be numbered consecutively, starting at 1 and incrementing by ones.

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Available

The number of units of this resource that are available in inventory for future, undetermined demand. APM automatically calculates this information, and you cannot change it.

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On Hand

The number of items of this resource that are physically located at the storage location. APM automatically calculates this information, and you cannot change it.

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Purchase Order

The purchase order that includes this P.O. line. APM automatically enters this information, but you can change it if necessary. If this box is left blank, an error message will appear.

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Purchase Order Line

The P.O. line that was created to fulfill this demand. A resource demand can be created by a work order or a requisition. If your organization includes multiple sites, the purchase order line and the work order or requisition must be owned by the same site.

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Date Promised

The date when the supplier will deliver the items ordered to your site.

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Expected Delivery Date

The date when the order is expected to arrive at your facilities. APM automatically enters the date the order is required, but you can change this if necessary.

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Date Order Placed

The date the order was placed with the supplier. Click the calendar to select the appropriate date.

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First Expedite Date

The first expedite date entered for this purchase order line. This may be the first date on which you want to check with the supplier that the order will be shipped when promised. This entry is for information only, and may be used as a reminder when viewed in reports or tables.

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Second Expedite Date

The second expedite date entered for this purchase order line. This may be the second date on which you want to check with the supplier that the order will be shipped when promised. This entry is for information only, and may be used as a reminder when viewed in reports or tables.

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Third Expedite Date

The third expedite date entered for this purchase order line. This may be the third date on which you want to check with the supplier that the order will be shipped when promised. This entry is for information only, and may be used as a reminder when viewed in reports or tables.

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RFQ Status

The status of the request for quotation document associated with this resource demand. Possible statuses are: • Not Required • Requested • Open • Processed • Cancelled

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Reason Required

The reason that the request for quotation was required. The reason is set by the system and cannot be changed. Possible reasons are: • Manual request • No supplier resource price • Supplier resource price has expired or is in the future • Cost threshold exceeded • Last ordered date threshold exceeded • Buyer’s decision • Not required

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RFQ	The number of the RFQ that is associated with this purchase demand.

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Buyer

The buyer responsible for this RFQ document.

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RFQ resource status

The current status of the RFQ resource. RFQ resources can have any of the following statuses: • In planning: The RFQ resource has this status until the RFQ is sent to all suppliers. • Waiting for bids: The RFQ resource has this status after it has been sent to all suppliers and before all of the supplier bids have been entered. • All bids received: The RFQ resource has this status after all supplier bids have been entered. • Analyzed: The RFQ resource has this status after a user has ranked the suppliers bids for the resource. • Awarded: The RFQ resource has this status after it has been awarded to the winning supplier or suppliers. • Cancelled: The RFQ resource has this status if a user has cancelled the RFQ.

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Total cost

The total cost of the bid for this resource. The total cost is the total price times the required quantity for the resource. The total price is the bid price per unit of the resource, minus any discounts, plus all extra charges and non-recoverable taxes. For example, for 10 units of resource A with a price of $1.00 each, a non-recoverable tax of 8%, and an extra charge of $1.00 per order line, the total cost would be: (10 * $1.00) * 1.08 + $1.00 = $11.80 Recoverable taxes are excluded from the total price.

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Product number

The supplier’s product number for this resource.

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Product Description

The supplier’s description of the product that is being bid on.

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Manufacturer

The manufacturer of this asset, selected from the list of manufacturer records created for the site. When failure mode optimization requires Isograph Availability Workbench, this attribute is mapped to location manufacturer.

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Manufacturer OEM Number

The Original Equipment Manufacturer (OEM) number of this asset or resource from this manufacturer. You can enter up to 50 characters.

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Original resource

The original purchase request information.

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Original Purchase Description

The description of the resource on the original purchase demand. This information is only displayed if a buyer has overridden the original purchase request information.

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Number of

The original quantity of the resource on the purchase demand.

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Required for

The amount of time for which each employee, contractor, tool, or service person was originally required.

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Original quantity

The original purchase demand information.

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Original unit cost

The original purchase request information.

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Original supplier

The original purchase request information.

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Reference number

The supplier resource price that was selected on the original purchase demand.

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Product number

The supplier’s reference number for this resource. Every supplier uses a different reference number for the item, and this number must show on the PO so that the supplier will know what item is being ordered.

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Closed Date

The date and time that the document was closed.

Manually Closed

Indicates that the resource demand was manually closed.

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Closing Comments

the comments entered when this resource demand was manually closed.

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