Resource*

Serves as the user-defined, unique ID for the material.

The list of Material Resources comes from the Work > Administration > Work Flow Setup > Material Setup module. By default, only the Materials associated with the Work Order's Category are displayed.

If the Work Order includes Fleet or Equipment assets, users also have the option to show Linked Materials in the Material Resource pick-list.

• When enabled, the system looks at the Work Order Asset's inventory record to determine whether it has related records in its Components > Subcomponent grid.
• Only Materials in the asset's Subcomponent grid are displayed in the Resource list.
  

Alt Description

Provides a secondary description of the material.

UPC Code

Displays the bar code associated with the material.

If the Material Setup record is linked to a Parts Inventory record and a user enters the Part's bar code in this field, the system automatically populates the Material record's Resource field with the Material's ID.

More information about Materials and Parts integration

Department

Identifies the section of the organization that uses the material.

Division

Identifies a subsection of the organization that uses the material.

Class

Distinguishes the material using agency-defined criteria.

Group Number

Assigns the material to a particular group of Task Resource records.

For example, the Group Number field can be used to group an Employee with a specific piece of Equipment or with Materials that they are authorized to use.

Account #

Indicates the reference number for the general account billed for the work that's being done.

• The system can be configured to handle account numbers in various formats. The format dictates how users complete this field. More information about Account Number formats
• If this field is blank on the Material Setup record and this Material is brought into the Work Order from a Material Kit, the Kit's Account # value will populate to this field when used on a Work Order.
• If this field is left empty and the "Populate empty WO Resource Acct# w/Task" Work Option is enabled, the system copies the Account # on the Task record here.

Note: If this value is blank, the system will first check for this value to copy from a related Material Kit before the related Task.

Proj No - Acct

Indicates the reference number for a specific project account that should be billed for the material's use on a task.

• An agency can configure Lucity to handle project numbers in various formats. The configuration determines how users complete this field. More information about Project Account Number formats
• If this field is blank on the Material Setup record and this Material is brought into the Work Order from a Material Kit, the Kit's Proj No - Acct value will populate to this field when used on a Work Order.
• The system automatically applies the Task's Proj No - Acct value to related Resource records if the Resource's Project Number Account # field is left empty and the "Populate empty WO Resource Acct# w/Task" Work Option is enabled.

Note: If this value is blank, the system will first check for this value to copy from a related Material Kit before the related Task.

Res Start Date *

Res Start Time

Identifies the date and time the material began being used on this task.

• If the "Populate Resource Dates from Task Dates" Work Option is enabled, the system automatically applies the Start Date value from the Task record here.

Res End Date *

Res End Time

Identifies the date and time the material stopped being used on this task.

• If the "Populate Resource Dates from Task Dates" Work Option is enabled, the system automatically applies the End Date value from the Task record here.

Unit of Measure

Identifies how the use of this material is measured for this task.

Default Unit Cost

Indicates how much it costs to use a unit of this material.

This value is carried over from the item's Material Setup record; therefore, the field is read-only.

Override Unit Cost

Enables users to enter a cost that differs from the Material's Default Unit Cost.

• An Override is ignored if the Material is linked to a Part Inventory record.

Cost Markup

Displays the amount by which the records in the Cost Markup grid will increase the Grand Total Cost value.

• Automatically calculated as the sum of the Total Cost Markup values on all records in the Material Resource's Cost Markup grid.

Note: Cost Markup records based on Units only apply to the Normal Time/Cost fields.

Est Units

Indicates the approximate amount of the material needed to accomplish the task.

Unit Cost Estimate

Indicates the approximate cost per unit of the material.

• If the Material record is linked to a Parts Inventory record, this field automatically displays the Unit Cost from the Material Setup record .

Est Total Cost

Estimates the cost of using this material on this work task.

Unit Cost FieldsUnits

Indicates the number of units of of the material used on the task.

Unit Cost

Specifies how much the material costs per unit.

• If the Material is not linked to a Parts Inventory record, the system:
  • Collects the Default Unit Cost or the Override Unit Cost value (if populated) from the Material Resource record.
  • Unit Cost = Default Unit Cost or
  • Unit Cost = Override Unit Costs
• If the Material is linked to a Parts Inventory record, the system:
  • Collects the Unit Cost from the Parts Inventory record. The Cost value depends on the Part's selected Cost Method.
  • The system does not populate this data until after the Material Resource record is saved and the Parts dispersal is complete.
  • More information about Material > Parts integration

Total Cost

States the comprehensive cost of using the total number of Units of the material at the designated Unit Cost.

• Automatically calculated as: Total Cost = Units x Unit Cost

Units Grand Total

States the overall number of Units that are recorded on this Material Resource record.

• Automatically calculated as:

  Units Grand Total = Units

Grand Total Cost

States the overall cost for this Material.

• Automatically calculated based on:

  Grand Total Cost = Total Cost + Cost Markup