Resource*

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

• The list of Fluid Resources comes from the Work > Administration > Work Flow Setup > Fluid Setup module.
• By default, this picklist displays Fluids associated with the Work Order's Category. You may, however, opt to Show All records.
  • If you have the Ability to Associate permission, a prompt appears when you close the record asking if you would like to associate the selected Fluid with the Work Order Category.
• If the Work Order includes Fleet or Equipment assets, users also have the option to show Linked Fluids in the Fluid 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 Fluids in the asset's Subcomponent grid are displayed in the Resource list.

Alt Description

Provides a secondary description of the fluid.

UPC Code

Displays the bar code associated with the fluid.

If the Fluid Setup record is linked to a Parts Inventory record and a user enters the part record's bar code into this field the Resource field will automatically be populated with the Fluid's id.

More information about Fluid > Parts integration

Department

Identifies the section of the organization that uses the fluid.

Division

Identifies a subsection of the organization that uses the fluid.

Class

Provides a way to identify the classification of the fluid.

Group Number

Enables users to group selected resource records together by assigning a group ID.

For example, this field can be used to group an Employee with a specific piece of Equipment or with any Fluids 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 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.

Proj No - Acct

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

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

• 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.