Add to the asset’s parts list when issued
Select this option if you want to add this resource to the standard list of parts for an asset whenever the resource is issued to an asset, or purchased and charged to an asset. You can view an asset’s list of parts from the asset’s Properties view.
Note: Only assets with the Add resources to this parts list option selected will have automatically-created parts lists.
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Stocked in inventory
This box shows whether or not this resource is kept in inventory. When this option is selected, warehouse items can be created for this resource.
Note that it is possible for a resource to be a stocked item but not available from a warehouse if there is no warehouse item for it or if the item is not currently on hand.
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Standard Hourly Rate
The standard hourly rate for this service or tool resource. If the tool is a serialized resource, this is the rate charged when the tool is used. If you do not charge for the use of the tool, enter a rate of $0.00. Work orders will not be charged when the tool is used. You can still track the usage of the tool.
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Labor cost
The standard labor cost for this service resource. This is for information only and is not used to calculate the cost of the service order.
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Material cost
The standard material cost for this service. For example, if the company supplying the service typically charges for the materials associated with performing the service, you can enter this amount here. This is for information only and is not used to calculate the cost of the service order.
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Lead time
The standard lead time required when booking this service.
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Available sources
How this trade can be used:
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Maintenance only: only used for internal labor or on-site contractor requirements. Users will not be able to create purchase requirements or supplier resources for the trade, or include the trade on RFQs.
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Purchasing only: only used for job contractor (purchase) requirements.
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Both maintenance and purchasing: used for all labor requirements (internal labor, on-site contractors, or job contractors). Users will be able to create both purchased and non-purchased requirements for the trade.
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Default number of
The number of trades that will be defaulted to labor requirements.
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Default Labor Rate Type
The default labor rate type for this resource. Click the arrow to select an existing rate, or click New to create a new one.
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Document
The standard document or MSDS associated with this resource.
If the resource is part of a category that uses MSDSs, the MSDS tab is available. To link the resource to an MSDS, click Browse. Select an MSDS and click OK.
Note: Selecting an MSDS may be mandatory, depending on the settings on the resource category. If a resource’s MSDS is expired, you may not be able to issue or purchase the resource, depending on the procedure type settings for the MSDS.
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Version
The version number of the standard document. APM increases the number by one for each new version.
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Expiry Date
Date on which this version of the standard document expires. An expiry date can be mandatory for the document, depending on the document type that was selected on the General tab.
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Normal Manufacturer
The manufacturer from which this resource is normally obtained. If you purchase this resource from more than one manufacturer, select the name of the manufacturer that usually provides this resource.
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Description
The description of the item. You can use this box to include any additional details.
 

Cost type
The name of the cost type. You can enter up to 50 characters.
If this box is left blank, an error message will appear.
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Resource Has a Different Default Cost Type for Expensed Costs
This box shows whether or not you want to override the default cost type (from the resource category) for this resource. This is the cost type that is used when the resource is charged to a regular maintenance work order.
Select this option to override the cost type, and then click Browse to select the appropriate cost type.
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Default Cost Type
The default cost type for this resource. You need to specify the default cost type if you overrode the category cost type. Click the Browse button to select the appropriate cost type.
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Costs type
The cost type for capital cost expenses for this resource.
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Inventory Criticality
The inventory criticality level for this resource. Select the appropriate level from the list.
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ABC Classification
The ABC classification for this resource.
The ABC classification identifies how often the item should be physically counted. “A” items have a high annual usage cost and need to be counted the most frequently. “C” items have a low annual usage cost and need to be counted the least frequently. Note that the classification levels do not have to be named A, B, and C.
There are generally accepted formulas to determine the ranking of an item, but it is usually a combination of the number of inventory turns and the item’s value. For example, either an item that has low annual usage but a high dollar value or an item with high annual usage and a low dollar value could be an “A” classification. Because the annualized usage cost in both situations is high, the item is of highest importance when performing physical counts. Monitoring these items more closely can result in significant cost savings.
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Can Be Reserved
Whether or not the resource can be reserved and the resource demand quantities update the warehouse item’s reserved balance.
When a resource is reserveable, the system uses the reserved quantity when determining when a warehouse item should be replenished.
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Default pick method
The default pick method associated with this resource. This pick method will be set on each warehouse item created for the resource, but it can be changed if necessary.
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Default count group
The default count group associated with this resource. Count groups are used to filter and sort warehouse items on count sheets. This count group will be set on each warehouse item created for the resource but it can be changed if necessary.
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Override the inventory account
Select this option to override the GL account number or segment used for the offset account in inventory transactions for this resource. You can then select the appropriate account or segment by clicking Browse.
This option is only available if resource account overrides are enabled in your enterprise accounting settings. If you choose not to override the account, the inventory offset account is derived based on the regular inventory offset account derivation rules (set at the enterprise).
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Account number or segment
The resource’s account number or segment for deriving offset accounts for inventory transactions. If your enterprise accounting settings allow resource account number overrides, enter or select a valid GL account number or segment in this box.
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Asset type
Assets of this type may be linked to this resource unit.
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Buyer
The name of the employee who is usually responsible for purchasing this resource. Select the appropriate person from the list. Only employees who have buyer as one of their roles appear in the list.
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Number
The telephone number for this person. You can enter up to 15 characters. If a telephone number mask has been created for the appropriate country, you do not have to enter any formatting characters such as brackets or dashes. APM will automatically format the number correctly.
 

Extension
The extension for this phone number. You can enter up to 6 characters.
 

Email Address
The email address. You can enter up to 50 characters.
 

Repair Work Order Creation
Select from the following options:
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A repair order is not automatically generated: Users must manually create repair work orders to complete the repair cycle.
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External repairs - a work order is created automatically when a unit is issued: Select this option if the resource will be repaired by an outside supplier and you want the system to automatically create the repair work order. You must select the task template for the system to use when creating the work order.
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Internal repairs - a work order is created automatically when a unit is issued: Select this option if the resource will be repaired by your in-house repair shop, and you want the system to automatically create the repair work order. You must select the task template for the system to use when creating the work order.
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Task Template
Select the task template that the system will use when creating repair work orders for this resource.
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Update Repair Work Status
Select whether or not you want APM to automatically mark work orders for external repairs as complete. APM will mark work orders as being complete when the repaired unit is received from the supplier.
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Completion Status to Use
Select the completion status for the system to use when marking external repair work orders as being complete.
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Image
This box displays an image of the resource.
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