Fluid Resource Record Fields

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

ID FIelds


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.

* Required.

Scheduling Fields

Res Start Date *

Res Start Time

Identifies the date and time the fluid 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 fluid 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 Fluid 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-related fluids is a critical element of work and resource management. The Fluid Resource record includes several types of cost fields to accommodate financial reporting and analysis. Fluid 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 the fluid is measured for this task.
Default Unit Cost	Indicates how much it costs to use a unit of the fluid. This value is carried over from the item's Fluid Setup record; therefore, the field is read-only.
Override Unit Cost	Enables users to enter a cost that differs from the Fluid's Default Unit Cost. This Override is ignored if the Fluid is linked to a Parts 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 Fluid 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 fluid needed for the task and the total cost of the fluid. Default values for the estimated fields may be carried over from the Work > Administration > Work Flow Setup > Task Setup > Fluid record.

Est Units

Indicates the approximate amount of the fluid required to accomplish the task.

Unit Cost Estimate

Indicates the approximate cost of the fluid per unit.

If the Fluid is linked to a Parts Inventory record, the system automatically displays the Work Fluid Setup record's Unit Cost.

Est Total Cost

Estimates the cost of this fluid for this work task.

Unit Cost Fields

Units

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

Unit Cost

Specifies how much the fluid costs per unit.

If the Fluid is not linked to a Parts Inventory record, the system:
- Collects the Default Unit Cost or the Override Unit Costs value (if populated) from the Fluid Resource record.
- Unit Cost = Default Unit Cost or
- Unit Cost = Override Unit Costs
If the Fluid 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 Fluid Resource record is saved and the Parts dispersal is complete.
- More information about Fluid > Parts integration

Total Cost

States the comprehensive cost of the use of this fluid on the task.

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 Fluid Resource record.

Automatically calculated as:
Units Grand Total = Units

Grand Total Cost

States the overall cost for this Fluid.

Automatically calculated as:
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.

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 > Fluid Setup record from which this resource originates.

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.