Replace Resource Codes

Typically, codes assigned to master table values are not editable after they are initially populated. However, there is a method to change resource codes after they are initially assigned. This assists in cleaning up or reorganizing your resource master, and is also a perfect way to move a resource to a different resource type.

  1. Go to the Resources screen.
  2. Highlight a single resource or multiple resources that need to be moved or recoded.
  3. Right click and choose Tools - Replace Resource. 
  4. Enter new resource type and new resource code.

Notes:

  • You can only move a resource to a different type within the same resource class (equipment, consumable, etc.)
  • Replacing a resource code using the method above will change the resource code of the item on any past orders as well as orders placed for that item going forward.

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Comments

9 comments

Date Votes
  • Shibin V P

    Nice feature !!

    0 upvotes

  • Michelle Herson

    Is there anyway you can just change the name of the resource code?  One of our buildings changed names and we need to update it everywhere.

     

    0 upvotes

  • Sean Tame

    Hey Michelle,

    As the Name of the Resource is not a primary key, you do not need to use the Replace Resource process, you should be fine to just Edit the name in the Edit Resource window.  Is this what you need?

    0 upvotes

  • Michelle Herson

    Hi Sean,

    You are right, I was referring to the wrong thing.  I meant we need to change the name of the Type.  

    0 upvotes

  • Sean Tame

    Oh, I see.  The field just to the right (Resource Type Description) should be editable.  You can change it there.

    0 upvotes

  • Michelle Herson

    That worked!  Thank you!

    0 upvotes

  • Beth Harris

    I need to re-assign some Resource Type Descriptions in our system for items that have been given the incorrect class but the Resource Type Description field isn't editable for me:

    Please can anyone advise if this is a certain access privilege I need to enable?

    0 upvotes

  • Tyler Lewis

    Hello Beth, 

    The way you are able to change this field is locating the Resource Type itself within the Resources window.

    Thanks,
    Tyler Lewis - Business Analyst 
    Venue Operations

    0 upvotes

  • Beth Harris

    Hi Tyler,

    Thank you for your reply.  I've gone via the Resources window as suggested but the ability for me to change it still seems unavailable to me.  I will contact my VSM to see if there are any restrictions to my access.

    Thanks again,

    Beth

    0 upvotes

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