The Res. Availability (Service) window shows a scrollable summary of resource capacities.
In this window, you can select a resource (for example, a technician) and allocate the resource to a service item on a particular date and for a particular amount of time.
In the Resource Skilled For field you select whether the resource skills should be shown for all service items in the service order, or for the selected service item only.
In the Quantity to Allocate field you enter the amount of hours that should be allocated to the selected resource.
In the Res. Availability window you can see two panes. The fields in the left pane display the following:
Preferred Resource — a check mark in this field indicates that the relevant resource is preferred by the customer.
Skilled — depending on the Resource Skilled For field, a check mark in this field indicates that the resource is sufficiently skilled to carry out the service on the service item that you are allocating or all the service items in the service order.
In Customer Zone — a check mark in this field indicates that the resource is assigned to the same service zone as the customer.
No. and Name — the number and name of the resource.
The fields in the right pane display the following:
Period — a series of dates that are determined by the interval that you have selected. You change the time interval by clicking the buttons in the lower left-hand corner of the window: 1 (day), 7 (week), 31 (month), 3 (quarter), 12 (year) and 3 horizontal lines (accounting period). Accounting periods are set up in the Accounting Period table.
Capacity — the total capacity of the resource for the corresponding time period.
In the Selected Resource and Selected Day fields you can see which resource you have selected and which day.