Operation Resources

  • Select the Resources
  • Add, amend, delete or resequence the resources.


Enter or amend a Resource record

Step No. : When adding a resource, a default step number is displayed, based on the defaults set in Operations Settings and on the sequence numbers of resources already in the list.

  • You can change the value, if required.
  • The step number is the resource position in the sequence of operation resources.

Phase : Select the operation phase when the resource is used. This can be SetupRuntime or Teardown.

Resource Type : Select the resource type: Labour ResourceLabour Resource GroupMachine ResourceMachine Resource GroupTool Resource or Tool Resource Group.

Reference : Select the resource type reference.

Note: The Description appears automatically.

Primary : Select this option, if the resource is the primary resource.

Secondary : Select this option, if the resource is the secondary resource.

Enter or amend Resource Details

  • Select the resource in the header list and enter or amend the resource details.
  • If the operation has been added from the Operations Register all resource details will be copied from the Operation.

Rate : Enter the rate per hour for labour and machine resources and per quantity for tool resources.

Note: This is only available if Allow Cost Rate Override was selected on the resource.

Quantity : Enter the Quantity for costing.

  • This is available if the resource is a tool or tool resource group.
  • Alternatively, it must be a labour resource that has the Piece Work option selected.

Time : Enter the expected time in HrsMin and Sec for costing and lead time calculation.

  • This time is used in conjunction with the Quantity Per Run value on the operation details, to define how many can be made during the expected time.

Fixed Length : Select if the operation has a fixed length of time when it will be completed.

  • If this setting is enabled, the calculated lead time will be fixed regardless of the quantity being produced on the Works Order.
  • This setting is applicable for Setup and Teardown phase types.

Fixed Quantity : Enter the quantity that can be made during the Time duration, if applicable.

  • Leave at zero if the entered Time is fixed.
  • Alternatively, enter a quantity that can be made in the Time. For example, setting Time of 1 hour and Fixed Quantity of 5 would mean that 5 can be completed per hour.  If a Works Order of 100 was entered, the calculated lead time would be 20 hours.

Manning Level : Enter the number of people assigned to the operation.

Notes : Enter any notes about the resources.  Notes here can be enhanced by using Rich Text formatting features. These features can be used, for example, to highlight important instructions to production staff.

The font type, size and colour can be set to the whole text, or just to specific words or sections. Similarly, text can be made bold, underlined, or italicised.
Rich Text features can also be applied to Bill of Materials Notes and Bill of Materials operations Notes.

Note: Rich Text formatting can be used in Sage layouts, but this requires the layouts to be produced using Crystal Reports instead of the standard Report Designer.

To apply rich text features, highlight the section of text to format then choose from the Rich Text formatting options:

Font Style : Select the preferred font style from the drop-down list.

Font Size : Select the preferred font size from the drop-down list.

Bold : Click to set/unset the selected text as Bold.

Italic : Click to set/unset the selected text as Italicised.

Underline : Click to set/unset the selected text as underlined.

Font Colour : Select the preferred font colour from the palette.


Delete a Resource record

  • To delete a resource, select the resource and click Delete.


Resequence Resources

  • To resequence the resources, click Resequence. The resources in the list are reordered according to the sequence defaults set in the Bill of Materials settings.

Note: Resources are sorted by Phase. Phases are sorted into Setup phase, followed by Runtime phase, followed by Teardown phase. In each phase resources are sorted by Step No. or by Reference, as specified in the operations settings.