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Settings

Adding Materials and Tools to a Standard Task

You can specify all of the requirements needed to perform the standard task, including trades, stocked and non-stocked materials, tools, and services. Any of these requirements can be selected from the resource catalog.
When a work order is created from the standard task, if required materials are available in inventory, a pick list can be generated directly from the work order. If required material or services need to be purchased, users can create purchase orders from the work order.
Note: If you are changing a standard task that was created from a task template, see Editing a Standard Task that is Based on a Template.
This topic explains how:
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To Add a Material Requirement to a Standard Task
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To Add a Tool Requirement to a Standard Task
For information about entering general planning information, see Entering Planning Information for a Standard Task.

To Add a Material Requirement to a Standard Task

1.
Open the Standard Task window.
2.
Make sure that editing is enabled.
3.
Select the Planning tab. This tab shows planning information, including the list of requirements currently selected for the task. The tab is only available if the task’s work type includes planning information.
4.
In the Material required box, enter the number of days that all material requirements are needed before the task is planned to start. APM uses this number to calculate a Material Required By date on work order tasks created from this standard task.
5.
Select the Materials tab and click New. The Standard Task Requirement dialog appears.
Tip: To add several requirements at once, click Browse Catalog. The Browse Catalog dialog appears. Each tab on this dialog lists different types of resources that you can choose. On the Resources tab, enter the quantity of each resource that you want to add. You can select resources on more than one tab. When you are finished, click OK.
6.
On the General tab, enter the following:
Setting Name
Description
Resource
Select the appropriate material from the list. To search for the item, click the browse icon.
Description
If you have selected a catalog resource, the system displays the description here.
To enter a non-catalog resource, type the resource description in this box. You can enter up to 100 characters.
Requirement
The number of units required for the item. If this box is left blank, an error message will appear.
From warehouse
If you have selected a warehouse item, you can enter the warehouse that the material or tool will be picked from.
Comments
Enter any comments about this requirement. You can enter up to 1000 characters.
7.
Select the Details tab, and enter any necessary charging info and approval settings:
Setting Name
Description
Override cost type
Select this option to override the resource’s cost type. This option will only be available if account overrides are allowed for the work type on this task.
After you select this option, you can select the appropriate cost type from the list.
Override maintenance account
Select this option to override the derived maintenance account. This option will only be available if account overrides are allowed for the work type on this task.
After you select this option, you can select the appropriate GL account by clicking Browse.
Approval route rule
You can specify the approval route to use for work order requirements created from this standard task requirement. To do this, select the option Use the approval route entered below, and then select the appropriate route.
If you select the option The approval route will be identified when the work order is sent for approval, users will be able to choose from a list of appropriate route.
Approval route
Select the approval route that should be used for work order task requirements created from this requirement.
8.
To save the requirement, click OK.

To Add a Tool Requirement to a Standard Task

1.
Open the Standard Task window.
2.
Make sure that editing is enabled.
3.
Select the Planning tab. This tab shows planning information, including the list of requirements currently selected for the task. The tab is only available if the task’s work type includes planning information.
Note: By default, APM calculates the estimated duration of the task based on the time requirements for labor, tools and time-based service requirements. To provide the estimated duration manually, clear the Calculate options and enter the value in the Estimated duration boxes.
4.
Select the Tools tab and click New. The Standard Task Requirement dialog appears.
Tip: To add several requirements at once, click Browse Catalog. The Browse Catalog dialog appears. Each tab on this dialog lists different types of resources that you can choose. On the Resources tab, enter the quantity of each resource that you want to add. You can select resources on more than one tab. When you are finished, click OK.
5.
On the General tab, enter the following:
Setting Name
Description
Resource
Select the appropriate tool from the list. To search for the item, click the browse icon.
Description
If you have selected a catalog resource, the system displays the description here.
To enter a non-catalog resource, type the resource description in this box. You can enter up to 100 characters.
Number
The number of units required for the item.
Required for
The amount of time that the tool is required. The default requirement is 1.00 hour.
The Requirement box shows the result of:
Number of units x Time required
in the unit of measure used for the time requirement.
From warehouse
If you have selected a warehouse item, you can enter the warehouse that the material or tool will be picked from.
Comments
Enter any comments about this requirement. You can enter up to 1000 characters.
Relationship type
The relationship of the lag to the start of the task. You can select from:
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Start to start (SS): The requirement starts when the task is planned to start, offset by any entered lag time.
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Finish to finish (FF): The requirement ends when the task is planned to end. The system automatically calculates the required lag time.
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.
6.
Select the Details tab, and enter any necessary charging info and approval settings:
Setting Name
Description
Override cost type
Select this option to override the resource’s cost type. This option will only be available if account overrides are allowed for the work type on this task.
After you select this option, you can select the appropriate cost type from the list.
Override maintenance account
Select this option to override the derived maintenance account. This option will only be available if account overrides are allowed for the work type on this task.
After you select this option, you can select the appropriate GL account by clicking Browse.
Approval route rule
You can specify the approval route to use for work order requirements created from this standard task requirement. To do this, select the option Use the approval route entered below, and then select the appropriate route.
If you select the option The approval route will be identified when the work order is sent for approval, users will be able to choose from a list of appropriate route.
Approval route
Select the approval route that should be used for work order task requirements created from this requirement.
7.
To save the requirement, click OK.