Resource planning
Many companies use resource management to track the time and effort that is involved in performing and providing services, for example, an employee may visit a site to talk with a customer about a project. This time and effort can be charged to the customer on a sales order.
Resource planning is integrated with jobs, services, and assembly orders. When resources are used or sold in a job, for example, the prices and costs associated with them are retrieved from the information set up in the resource planning area.
But before you can start selling services and jobs or assigning resources to assembly projects, you must set up information about policy and pricing, which can be used in resource transactions. All pricing information is adjustable.
Resource card
The resource card is used to specify resources, which can be employees, machinery, or other company resources.
Note
A lot of companies use the Resource Card to capture the sale of non-stock items and services...
