Work Task

Identifies the job or activity that needs to be completed on a Work Order created by a PM where the Fluids are assigned.

Resource*

Indicates the user-defined, unique ID for the assigned Fluids .

• The list of Fluids comes from the Work > Administration > Work Flow Setup > Fluid Setup module. By default only the Fluids associated to the Work Order's Category are displayed.

Alt Description

Displays a secondary description of the Fluid.

UPC Code

Displays the barcode associated with the Fluid.

• If the Fluid Setup record is linked to a Parts Inventory record and a user enters the Part record's barcode into this field, the Resource field will auto-populate with the Fluid's ID.

More information about Fluid > Parts integration

Group Number

Enables user to group selected Resource records together by assigning a group ID. For example this can be used to group an Employee with a specific piece of Equipment or Materials that they are authorized to use.

Res Account #

Indicates the reference number for the general Account used to bill for the work that's being done. The system can be configured to handle Account Numbers in various formats, each of which will change how users fill out this field.

More information about Account Number formats

The following are special functions tied to the Account #:

• If this field is empty and the Populate empty WO Resource Acct# w/Task option is enabled, this field is populated with the Account # on the Task record.

Res Proj No - Acct

Indicates a reference number for a specific Project Account used to bill for the work that's being done. The system can be configured to handle Project Account Numbers in various formats, each of which will change how users fill out this field.

More information about Project Account Number formats

The following are special functions tied to the Project Number Account #.

• If this field is empty and the Populate empty WO Resource Acct# w/Task option is enabled, this field is populated with the Project Number Account # on the Task record.

Units

Indicates the actual number of units of the fluid it will take to accomplish the task.

• Carried over to the Work Order > Task > Fluid's Units field.

Estimated Units

Indicates the estimated number of units of the fluid it is expected to take to accomplish the task.

• Carried over to the Work Order > Task > Fluid's Estimated Units field.

Unit of Measure

Identifies how the fluid use is measured for this task.