Support To Print Assign Resources on the Contract UI in the Labor Grid
Reference No: R2-11160
Version No: 06.00.06-00
Details
Support is provided to print the name of the Resource assigned to labor requirements of the order in Order Print, so that it can be referred by the users of the print.
The details of the CIDs are provided in Table 1.0.
Table 1.0 CID Details
CID | Description |
9004 | To Print Assign Resources on the Contract UI in the Labor Grid. |
Prerequisites
Perform the Form Setup for Order Schedule Itinerary Print in the Maintenance module. (If not done already).
Go to Maintenance module > Form Setup.
Click Edit/New button modify/add the print setup for Order Schedule Itinerary Task Comments, and select the Order Form[153500UI] and Panel ID [153200].
Save and Exit the Maintenance module.
Sample Workflow:
Go to Account Module > Search for a Company/Contract > Search for an Order.
The Labor tab of this screen shows the list of labor(s) added to this particular order.
To Add labor(s) to the selected order, click on the add labor icon. (As shown in the Figure1.0)
Figure 1.0 Adding Labor To An Order
In the Search Labor dialog box, use the Search section to look for relevant labor positions for your order. (As shown in the Figure 2.0)
Select a labor position, and click 'Quantity' and provide the number of labor position. (As shown in the Figure 2.0).
Figure 2.0 Adding Labor To An Order
Click Ok. Click Save.
Click the Labor Planning icon. (As highlighted in Figure 3.0)
Figure 3.0 Opening Labor Planning
The Labor Planning Dialog Box, shows a list of labor(s) ready to be allocated to this particular order. (As shown in the Figure 6.0).
Since, we have only defined the number of positions required, and not added/tagged an individual to the particular labor position, the dialog box shows the Status as 'Unfilled' and Resource field as blank. (As shown in the Figure 6.0).
Figure 4.0 Completing The Labor Planning Process
To start filling each Unfilled labor positions, you need to continue in the R2Labor Application. Follow the steps below:
Open the R2Labor application.
Go to R2Labor Menu > Planning Menu > Orders option. The Order search screen is displayed.(As shown in the Figure 7.0)
Figure 5.0 Search for Labor Order Number In R2Labor
Click the pop-out menu icon and use the Smart search to look for a specific order.
Figure 6.0 Search for Labor Order Number In R2Labor
Click on Planning Button, to start planning the resource and task allocation to the labor positions assigned to this order.
Initially all the resources will have the status as Un-Assigned. (As Shown In (As shown in the Figure 10.0)
Figure 7.0 Order# ORD-132 showing the allocated labor details
To View the basic details related to the order. Click on Order Information.
Figure 8.0 Order# ORD-132 showing the allocated labor details
Click on Task button and create a task. Add the relevant details as needed. (See Figure 9.0 and Step 16)
Figure 9.0 Order# ORD-132 showing the allocated labor details
Every task must have a start and end date. And its daily start and end time must be defined in the EWT (Estimated Work Time) details.
Figure 10.0 Order# ORD-132 showing the Task & Estimated Work Time
Click on Task button and create a task. Add the relevant details as needed. (See Figure 11.0 and Step 21).
Go back to the Order Information Screen, and start assigning the task to the labor positions.
Figure 11.0 Order# ORD-132 showing the allocated labor details
To generate the report, you need to continue the rest of the workflow in the R2 Application, and follow the steps below:
Open the R2 application.
Go to Account Module > Search for the Same Order ID the one which was being used in R2Labor.
Figure 12.0 Order# ORD-132 showing the allocated labor details
Click the Labor Planning button. The labor planning button will display name of resource.
To generate a report for this quote, click the print icon. (As shown in the Figure 13.0).
Figure 13.0 Order Reservation Screen In R2
Use the form drop down list to select the relevant report template.
Select the output format as Word or PDF. (As shown in the Figure 8.0).
Once the report is generated, you can see the output in a new window.(As shown in the Figure 16.0).
Figure 16.0 Print Output