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Settings

Adding Services to a Standard Task

This section explains how to add service requirements to a standard task.
You can specify which service resource is required and the number of units required or, for time-based services, the amount of time for which the service is required. You can also specify any lag time that is needed for each requirement.

Overriding GL Accounts

APM automatically derives a GL account for charges to an asset or work order task based on the site’s accounting settings. You can override the derived maintenance GL account for labor, direct purchases, and inventory usage charged to an asset or work order. When the account number is overridden, the replacement account number is used on subsequent documents and transactions (work order requirements, timecards, issue transactions, purchase order lines, and receipts). The option to override a GL account is available only if the work type has been set up to allow the override.

To Add a Service 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 the planning information for the task, as well as a list of trades, materials, tools, and services currently selected for the task.
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 Services tab and click New. The Standard Task Requirement dialog appears.
5.
On the General tab, enter the following:
Setting Name
Description
Resource
Select the appropriate service resource from the list, or click the browse icon to search for the service.
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.
 
Required for
The amount of time that each service is required. For example, enter how long each worker will need to work on this task. The total time entered for the requirement will be calculated as:
Number Of x Required For
This setting is only applicable to time-based service resources.
Note: For scheduling purposes, one day = 24 hours, regardless of the number and type of shifts included on the schedule.
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
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.
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.
8.
When you are finished, save and close the standard task.