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Resources

Resources can refer to employees or machines and can be added to documents to post labor and working hours to them. In the rent area, resources represent two types of costs: recurring costs and fixed prices.

This chapter describes how to manage resources. It is divided into the following sections:

Checking Resource Utilization

Using the utilization overview, you can view the overall usage of a resource. To check a resource’s utilization, proceed as follows:

  • Use the quick search (ALT+Q) to find the Resources page.
  • Open the resource that you want to see the utilization for.
  • Open the Utilization FastTab.
  • The Utilization Chart is displayed.
  • The middle area (e.g., 17.12.20..17.01.21) specifies the time period that is shown in the chart. The last part (e.g., Week) specifies the type of time period that is shown in the chart.
  • Optional In the header of the Utilization FastTab, filter the utilization by Day, Week, Month, Quarter or Year.
  • Optional Click the Previous Period button to view the utilization for the previous period.
  • Optional Click the Next Period button to view the utilization for the next period.
  • The x-axis shows the exact date of the selected period.
  • The y-axis shows the availability and utilization of a resource in percent.
  • Move your mouse pointer over one of the bars in the chart to view the exact percentage.

You have successfully checked the utilization of a resource.

Commissioning Resources

In this section, you learn how to commission a resource.
After Commissioning, the resource is only available for rent.

To commission a resource, proceed as follows:

Note

The Calculation Type field in the General FastTab of the resource card must be left empty so you can commission the resource. Also note that the base unit of measure of the selected resource has to match the base unit of measure code of the rent class.

  • Use the quick search (ALT+Q) to find the Resources page.
  • Open the resource you want to commission.
  • In the Rent Class field in the Rental FastTab, select a rent class for the resource.
  • Select Rental > Commissioning from the menu bar of the resource card.
  • The commission/decommission wizard will open.
  • To select one of the available rent locations, click the selection field under To Rent Location.
  • Click OK to confirm your selection if the window does not close automatically.
  • The complete description of the target rent location is shown in the To Rent Description field.
  • Finally, click OK.
  • Confirm the dialog with OK.
  • The Available for Rent toggle switch in the Rental FastTab is now activated. You can find information on the status of the toggle switch in the 'Toggle Switch' Table.

You have successfully commissioned a resource. It can now be used for rental.

Decommissioning Resources

In this section, you will learn how to decommission a resource. After Decommissioning, the resource will be available for billable documents again. To decommission a resource, proceed as follows:

Note

A resource can only be decommissioned if it is available for rent.

  • Use the quick search (ALT+Q) to find the Resources page.
  • Open the resource you want to decommission.
  • In the Rental FastTab, check whether the resource is available for rent.
  • For decommissioning, select Rental > Decommission from the menu bar.
  • In the commission/decommission wizard, the current rent location at which the resource is available is shown in the From Rent Location field.
  • Optional Select a different rent location.
  • Click OK to confirm the rent location.
  • Confirm the following dialog with OK.

You have successfully decommissioned a resource. The Available for Rent toggle switch in the Rental FastTab is now deactivated and the resource can be used for billable documents again.

Marking a Resource as a Rent Component

A resource that is marked as a rent component can be included in a rent contract as a contract component via a rent class or rent package. For more information on how to assign contract components to a rent class or rent package, click here. To mark a resource as a rent component, proceed as follows:

  • Use the quick search (ALT+Q) to find the Resources page.
  • Open the resource that you would like to mark as a rent component or create a new resource.
  • In the Rental FastTab, activate the Rent Component toggle switch.
  • All other fields in the Rental FastTab are hidden and the Component Sales Price field is displayed.
  • Optional Enter the sales price of the component in the Component Sales Price field.

Tip

You can also change the sales price later on the rent class card.

You have successfully marked a resource as a rent component.

Assigning Fixed Rent Classes to Resources

You can assign a fixed rent class to a resource so that only this rent class can be selected in rent contracts for this resource. This way, mistakes are prevented when assigning rent classes. To assign a fixed rent class to a resource, proceed as follows:

  • Use the quick search (ALT+Q) to find the Resources page.
  • Open an existing resource or create a new one.
  • Select Rental > Create Rent Class from the menu bar.
  • A window opens where you can edit the new rent class. The information of the resource is already entered in the General FastTab.
  • Optional Edit the created rent class as described in Creating a Rent Class.
  • Then, activate the rent class by activating the Active toggle switch in the General FastTab.

You have successfully assigned a fixed rent class to a resource. The newly created rent class will be transferred to the Rent Class field in the Rental FastTab of the resource. If this rent class is now added to a rent contract, the object number of the resource will be transferred directly to the contract lines.

Setting a Replacement Price for Resources

You can add a price to a resource that will be used when a resource has to be replaced. To set a replacement price for a resource, proceed as follows:

  • Use the quick search (ALT+Q) to find the Resources page.
  • Open an existing resource or create a new one.
  • In the Rental FastTab, enter the desired price for the replacement in the Replacement Price field.

You have successfully added a replacement price to a resource.

'Toggle Switch' Table

The following table describes the toggle switch status for this chapter.

Icon Status Description
Button Rent Object not available for Rent Deactivated The option is not activated and the related function is not available.
Rent Object Available For Rent Activated The option is activated and the related function available.