A service resource in Sterling Selling and
Fulfillment Foundation is
used to define one or more people that work as a team, and is represented
as a single entity, that can perform provided or delivery services.
About this task
Each resource
has a calendar associated with it by either selecting one of the calendars
defined by the node of the resource pool it belongs to, or using a
node's shipping calendar. Services resources are associated with a
single resource pool.
You can
also associate team members with a service resource that can be selected
to perform work order tasks in the Application Console.
To create a resource for a resource pool:
Procedure
- From the tree in the application
rules side panel, choose Resource Capacity > Resource Pools.
- In the Resource Pool Search window,
perform the following steps:
- Enter the applicable search criteria and choose the Search icon.
A list of resource pools displays.
- Choose the appropriate resource pool, and choose the Details icon.
The Resource Pool Details window is displayed
- In the Resource Pool Details window, choose
the Create New icon from the Resources table. The Service Resources
Details pop-up window displays.
- Enter information in the applicable fields.
Refer to Table 1 for
field value descriptions.
Table 1. Service
resource details windowField |
Description |
Resource ID |
The name of the Resource as you want it to appear. |
Calendar |
Use Node's Calendar |
Select this option if the service resource being configured
should use the shipping calendar of the node the resource pool is
associated with. |
Use Calendar |
Select this option if the service resource being configured
should use a calendar that is not the node's shipping calendar. |
Calendar |
Select a calendar for the service resource to use. The calendars
of the node as well as the calendars of the primary enterprise of
the node display in the drop-down list. |
Contact Address |
The service resource's contact address. Choose
the Details icon to enter an address.
Choose
the Contact Info tab to view additional contact information.
|
Team
Members |
Use this inner panel to add team
members to your service resource. These team members are added to
work order appointments when this resource is selected to run the
appointment. - Click the Add User icon to add team members
to the service resource.
- Click the Remove User icon to remove the
selected team members from the service resource.
|
User ID |
The identifier of the team member associated with this resource. |
User Name |
The name of the team member associated with this resource. |
Notes |
Add any additional notes here. |
- Choose the Save icon.