Concepts

Tasks

Settings

Adding Trades to a Work Order Task

This section explains how to add labor requirements (trades) for internal employees or on-site contractors to a work order task.

You can specify which trades are required to work on a work order task, how many employees are required for each trade, and the number of hours they are required for. If necessary, you can also set lag times for each trade requirement.

To add a requirement for a job contractor, see Adding Job Contractors to a Work Order Task.

Note: If the work order has already been approved or marked as planned, you will not be able to add requirements to it. To add requirements to a planned work order, you must first redraft it.

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 Trade Requirements to a Work Order Task

1.	Open the work order task.

2.	Make sure that editing is enabled.

3.	Select the Planning view, Planning tab, and Labor tab.

4.	Click New. The New Trade Requirement dialog appears.

Tip: To add several different requirements at once, click Browse. The Browse Catalog dialog appears. Each tab on this dialog lists different types of resources that you can choose. On the Resources tab, select the Resource type to switch between materials, tools, trades, and services. Select the check boxes for 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

Trade

Select the appropriate trade from the list.

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 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.

Rate	The labor rate for the requirement.

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.

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”).

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.

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.

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)

6.	To override the GL account or cost type, select the Charging Info tab and make the appropriate changes (only available if overrides are allowed for the task’s work type).

7.	Click OK to save the requirement and close the dialog.

8.	The system selects the first trade added as the primary trade for the task. You can select a different trade as the primary trade from the Primary Trade list. This reference allows you to sort and filter lists of tasks by primary trade.

9.	Save the work order task.