Work Task

Identifies the PM Task record that the Material is attached to.

Resource*

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

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

Alt Description

Displays a secondary description for the Material.

UPC Code

Displays the barcode associated with the Material.

• If the Material 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 related Material ID.

More information about Material > Parts integration

Group Number

• Enables user to group selected Resource records together by assigning a group ID. For example you could 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 blank on the Material Setup record and this Material is brought into the PM from a Material Kit, the Kit's Account # value will populate to this field when used on a PM.
• 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.
• 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 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 blank on the Material Setup record and this Material is brought into the PM from a Material Kit, the Kit's Proj No - Acct value will populate to this field when used on a PM.
• 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.
• 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.

Units

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

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

Estimated Units

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

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

Unit of Measure

Identifies how the material is measured for this task.