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Adding a New Trade

This section explains how to add a new trade to a site.
A trade is a labor resource that is usually comprised of skilled employees who work for the enterprise, such as mechanics or electricians. Trades can also be used for on-site or job contractors. Trade resources can only use time-based units of measurement (for example, hours or days).
When creating trades for use with contractors, you will need to select a resource category that can be used with trades, and that includes appropriate default cost types for both expensed and capital costs for job and on-site contractors.
When you add trades to the system, you will be able to planand schedule trade requirements for work orders, standard tasks, and standard jobs.
For each trade you can enter the applicable labor rates. If the trade will be used for contractors, you can enter the procurement settings.

To Add a New Trade

1.
Select the site’s Personnel view. This view shows all of the employees, trades, and maintenance groups available on the site.
2.
Select the Trades tab. By default, this tab lists all trades for the site and below.
3.
Click New. The Resource window appears.
4.
Enter the following on the Properties view, General tab:
Setting Name
Description
Resource Number
APM automatically enters the next available resource number. You can replace the number with a descriptive name (for example, Electrician) 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
Enter a more detailed description of the trade. You can enter up to 100 characters.
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.
5.
On the General tab, Details tab, set 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.
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.
6.
Enter the standard hourly rate for this trade.
7.
If AssetWise Enterprise Interoperability (AWEIS) is active for the site, enter the default number of trades people for labor requirements.
8.
To add an hourly labor rate for the trade, select the Rates tab, and click New. The Labor Rate dialog appears.
9.
Enter the labor rate settings:
Setting Name
Description
Site
The site at which this labor rate is valid. Each trade may have different labor rates (using the same labor rate type) at each site.
Only the site at which the trade is owned, and the site’s children will be available in the list. For example, if the trade is owned at your top site, all sites will be available for selection.
Labor rate type
The labor rate type for this rate. You can choose from the labor rate types defined for your organization. For example, you might have labor rate types called “Regular time” and “Overtime”.
If this box is left blank, an error message appears.
Hourly rate
The hourly rate for this trade and labor rate type. Labor rates are always expressed in hours, and use the site’s default currency.
If this box is left blank, an error message appears.
10.
Click OK. The new rate is added to the list.
11.
Repeat steps 1 to 3 for each labor rate that you need to add.
12.
Select the default rate that will be used for this trade when calculating work-related costs (for example, “Regular time”). If you have not added any rate types for the trade, no selections will be available in this list.
 
13.
Select the Alternates tab. If there are other trades that can be substituted for this trade, enter them here. Click Browse, select the Trades tab, highlight the alternate trade, and then click OK.
14.
Select the Documents tab. If there are standard documents that apply to this trade, enter them on this tab. Click Browse to select a procedure or document, and then click OK.
15.
Select the Description tab. On this tab you can enter a longer description of the resource.
16.
If the trade will be used for on-site or job contractors, select the Procurement tab.
17.
Select the Buyer who is usually responsible for purchasing this trade.
18.
If necessary, you can override the site’s supplier selection rules, RFQ rules, or invoice price tolerances for this trade. For more information, please see:
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Overriding the Supplier Selection Rules on a Resource or Trade
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Overriding RFQ Policies on a Resource or Trade
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Overriding the Invoice Price Tolerance Rules on a Resource or Trade
19.
When you are finished, save and close the Resource window.