Material Resource Record Fields

The fields described below have special functions. For a complete list of available fields, see the Lucity Data Dictionary.

Note: In most cases, this data is carried over from the Material Kit Setup record.

ID Fields


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, this picklist displays Materials 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 Material with the Work Order Category. 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.

* Required.

Scheduling Fields

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.

* If the "Use Part Open Inventory Date Range" Work Option is enabled and the Material is linked to a Part Inventory record, Lucity requires that the Res Start Date and Res End Date values fall between the Part record's Start Date and End Date.

Cost Fields

Evaluating cost data for work materials is a critical element of work and resource management. The Material Resource record includes several types of cost fields to accommodate financial reporting and analysis. Material cost data also can be rolled up to Task and Work Order records. More information about Work Order Cost relationships

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.

Estimated Cost Fields

The following fields enable an agency to estimate the amount of the material needed to complete the task and the total cost of the material. Default values for the estimated fields may be carried over from the Work > Administration > Work Flow Setup > Task Setup > Material record.

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

Summary Cost Fields

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

Financial Fields

Processed by Financials	Indicates that this record was exported from Lucity to an integrated financial system. When the Finance Enterprise (FE) integration is enabled, this field Indicates that a Work Order Transaction containing this resource has been posted to the ledger in FE. More information about the FE Work Order Transaction integration.
Eden Warehouse	Indicates the warehouse in the Eden system where this material is disbursed by from default. This field is read-only and available only when the Work Option "Integration of Eden Financial Accounts" is turned on. More information about the Lucity > Eden Inventory integration.
Financial Record Type	Indicates the financial record type associated with this resource in the Eden system. This field is read-only and available only when the Work Option "Integration of Eden Financial Accounts" is turned on. More information about the Lucity > Eden Inventory integration.
Journal Entry	Indicates the system will import a journal entry for this work resource from Lucity into the Ledger of an integrated financial system. This field is read-only and comes from the Journal Entry Import field on the Work > Material Setup record from which this resource originates.

Linking Fields

These fields are used when the Finance Enterprise integration is enabled. More information about the Finance Enterprise integration.

CS Product ID	Identifies a material in the Finance Enterprise system. More information about FE Product/Material integration.
CS Warehouse ID	Identifies a warehouse in the Finance Enterprise system where the CS Product linked to this Material is located. If a CS Warehouse ID is defined on an Equipment Resource on the same Work Order Task, that value will populate here and override this value from Work Material Setup. More information about FE Stores Order integration.
CS Status	Indicates the Status of the linked FE Stores Order. This field is read-only and updates from scheduled or manual polls of FE Stores Order. More information about FE Stores/Work Order integration.
CS Requested Units	Indicates the quantity of the Material Resource requested on an FE Stores Order. This field is read-only and auto-populates and updates from the Material Resource's Units field. This field also reflects the quantity of requested units that has been sent to a linked FE Stores Order. More information about FE Stores/Work Order integration.
CS Fulfilled Units	Indicates the quantity of the Material that has been fulfilled as an FE Product by an FE Stores Order. This field is read-only and updates from scheduled or manual polls of FE Stores Order. More information about FE Stores/Work Order integration.

CS Integration Fields

The following fields relate to records in CentralSquare's Finance Enterprise (FE) system. More information about the Finance Enterprise integration.

Note: In certain Lucity modules, these fields may require specific values or combinations based on FE Ledger configuration.

CS General Ledger	Identifies a General Ledger (GL) record in FE.
CS General Key	Identifies a GL Key record in FE.
CS General Object	Identifies a GL Object record in FE.
CS Job Ledger	Identifies Job Ledger (JL) record in FE.
CS Job Key	Identifies a JL Key record in FE.
CS Job Object	Identifies a JL Object record in FE.

CS Fixed Asset

Identifies a Fixed Asset in the Finance Enterprise (FE) system.

Important: This field supports manual entry but will only validate against Fixed Asset records in FE when selecting a value from the lookup.
Note: This field is only used in inventory modules.