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.
Some notes before proceeding:
- You can only move a resource to a different type within the same resource class (equipment, consumable, and so on)
- Replacing a resource code using this method will change the resource code of the item on any past orders as well as orders placed for that item going forward.
To replace resource codes:
- Navigate to the Resources page and select the resources that need to be moved or recoded. Use Ctrl+Click or Shift+Click to select multiple items.
- Right click and select Tools > Replace Resources.
- Enter the new resource type and new resource code.
- Click OK to save.
- For resources associated with inventory items a notification window displays. The Replace Resources process causes the associated inventory item code to be updated as well.
Select an action:- Click Continue to replace the resource code and update the inventory item code to match this new value.
- Click Cancel to stop the Replace Resources action. The resource code and inventory item codes remain unchanged.
Comments
12 comments
Nice feature !!
0 upvotes
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
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
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
Oh, I see. The field just to the right (Resource Type Description) should be editable. You can change it there.
0 upvotes
That worked! Thank you!
0 upvotes
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
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
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
When we use the replace resource option, if there is an inventory item that is associated with that resource, does the code for the inventory item change as well? If not, is there any way to change the inventory code too?
0 upvotes
Hello Puneet,
When replacing the resource code on a resource item associated with an inventory item, the software displays a notification window with an opportunity to continue or cancel the process.
If the process is continued, the inventory item code is updated to match the new resource item code.
Regards,
Sam
0 upvotes
That is great, thank you so much!
0 upvotes
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