*
Concepts
*
Tasks
*
Settings

Adding a New Service

A service resource uses people not employed by your organization. For example, you might send oil samples to an outside oil analysis service. Service resources can use either time-based units of measure (for example, hours or days), or non-time-based units of measurement (for example, “each”).
This topic explains how to create a new service resource.
If you are setting up on-site or job contractors, you should enter a trade instead. See Adding a New Trade.

To Add a New Service

1.
From the site, select the Resource Management view. This view shows all of the resources available on the site.
2.
Select the Services tab. This table shows a list of all service resources.
3.
Click New. The Resource window appears, open to the Properties view.
4.
Enter the following information on the General tab:
Setting Name
Description
 
Resource number
APM automatically enters the next available service number. You can replace the number with a descriptive name so that it is recognizable in lists and tables. You can enter up to 20 characters. If this box is left blank or if the ID is not unique, an error message will appear.
 
Name
You can enter up to 100 characters for a short description of the item. If this box is left blank, an error message will appear.
Category
The resource category for this resource. Resource categories are used to derive GL account numbers for transactions, to group resources for searching, sorting, and cost summarization, and to set MSDS options for resources.
Click the browse icon to search for the appropriate category. You can only select a category that is valid for the type of resource you are creating. For example, material resources can only be added to categories valid for materials. If this box is left blank, an error message appears when you try to save the resource.
 
Unit of measure
The unit of measure used for this resource. You can select one of many different units of measure, such as each, or hour.
Abbreviation
Enter an abbreviation for the unit of measure, for example, enter “ea” for each.
5.
Select the Details tab and enter the following:
Setting Name
Description
Keywords
The keywords for this resource. These are key words or phrases that describe the characteristics of the resource. You can use them to search for a resource. You can enter up to 250 characters.
Alias
The alias for this resource. An alias is provided to allow the identification of resources as they were known in legacy systems (including a manual system). You can enter an alias so users can locate an item using the name with which they are most familiar. You can enter up to 50 characters.
Hourly rate
The standard hourly rate for this service. This is for information only and is not used to calculate the cost of the service order.
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.
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.
Lead time
The standard lead time required when booking this service.
6.
Select the Documents tab. If there are standard documents for this resource, click Browse to select them.
7.
Select the Alternates tab. You can select alternate resources that can be used when this one is not available. Click Browse. In the Resource Selector dialog, highlight an alternate resource, then click OK.
8.
Select the Description tab. On this tab you can enter a longer description of the resource.
9.
Select the Procurement tab. If you are using APM’s purchasing system for this resource, enter the following:
Setting Name
Description
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.
10.
If necessary, you can override the site’s supplier selection rules, invoice price tolerances, or RFQ rules for this resource. For more information, see:
•
Overriding the Supplier Selection Rules on a Resource or Trade
•
Overriding RFQ Policies on a Resource or Trade
•
Overriding the Invoice Price Tolerance Rules on a Resource or Trade
11.
When you are finished entering information about the new resource, you can create supplier resources for the resource. For more information, see:
•
Creating a Supplier Resource.