Job Resources

An Operations Manager can plan a job in FieldFX and add the resources needed for a job. The purpose is that after planning the job, there is enough inventory in the warehouse to commit the inventory for the job.

When a job is create or planned, it is done in Back Office. Mobile Users can see these resources in the FieldFX Mobile App so they know what or who is assigned. The resources are tracked in job logs or tickets for time, usage, and billing information.

For types of resources, see Resource Examples.

Each Job Resource record links to a resource like a person, piece of equipment, or inventory item. The record tells FieldFX what is needed, when, how much and for what purpose.

Object Schema

Job Resources use the FX5__Job Resource__c object.

These objects and fields are typical for a Job Log object. Depending on your org’s setup and workflow, not all objects and fields may appear or as named below.

Figure 1. Job Resource Object

Table 1. Typical Job Resource Objects and Fields
Category	Object	Description
Auto Number	`Name`	The name of the resource
Checkboxes	`FX5__Is_Parent_Bundle__c`	Checkbox to indicate if this is a parent bundle
Currency	`FX5__Price__c`	The price of the resource
External ID	`FX5__UID__c`	An automatically generated unique ID, up to 36 characters, for that job resource across devices and environments
Formula	`FX5__Equipment_Name__c`	Text of the Equipment Name
Formula	`FX5__Equipment_Serial_Number__c`	Serial Number of the Equipment
Lookup	`Created By`	User Lookup
	`FX5__Catalog_Item__c`	Catalog Item Lookup
	`FX5__Equipment__c`	Equipment Lookup
	`FX5__Job__c`	Job Lookup
	`FX5__Override__c`	Override Lookup
	`FX5__Price_Book_Item__c`	Price Book Item Lookup
	`FX5__Quote_Item__c`	Quote Item Lookup
	`LastModifiedBy`	The user who last modified the resource
	`Owner`	Owners of the Job Resource
Number	`FX5__Qty_Consumed__c`	The quantity consumed
	`FX5__Qty_Remaining__c`	The remaining quantity
	`FX5__Qty_Returned__c`	The returned quantity
	`FX5__Qty_Shipped__c`	The shipped quantity
	`FX5__Soft_Committed_Qty__c`	A soft quantity for a committed resource
Picklist	`FX5__Status__c`	The job resource’s status
Picklist	`FX5__UOM__c`	The Unit of Measure of the resource
Text	`FX5__Description__c`	Text(255)

On Site Quantity Custom Field

In Job Resource Object, the On Site Quantity Custom Field Formula Options were changed to the following formula:

CASE( Text(FX5__Catalog_Item__r.FX5__ffx_Item_Type__c) ,
"bulk consumables", FX5__Qty_Delivered__c - FX5__Qty_Consumed__c - FX5__Qty_To_Be_Returned - FX5__Qty_Returned__c ,
"bulk asset", FX5__Qty_Delivered__c - FX5__Qty_To_Be_Returned -  FX5__Qty_Returned__c ,
"serialized asset", FX5__Qty_Delivered__c - FX5__Qty_To_Be_Returned - FX5__Qty_Returned__c,
"serialized consumable", FX5__Qty_Delivered__c - FX5__Qty_Consumed__c - FX5__Qty_To_Be_Returned -  FX5__Qty_Returned__c,
"service", FX5__Quantity__c - FX5__Qty_Consumed__c,
"labor", FX5__Quantity__c ,
0
)

Resource Examples

The types of resources that can be added to a job:

Type	Example	Definition
Bulk Assets	Drill Pipe	The customer needs to ship a quantity of this item, but there is no tracking of each individual item (such as each individual segment of pipe). It is not consumed on site, but gets utilized and eventually returned in its entirety.
Bulk Consumables	Sand	The customer needs to ship a quantity of this item, but not track each individual item (track each bag of sand). At the end of the job, if any quantity is not consumed, it will get returned, but the assumption is that all of it is consumed on the job.
Labor	Engineer	The customer needs to send this type of item on site and track its utilization (i.e. days worked while on site) for billing. This type of item is not shipped (on a truck) and does not get returned or consumed.
Serialized Asset	Cargo Basket	The customer needs to send this type of item on site to be utilized. The item is not consumed and needs to be returned at the end of the job. These are high value items and need to be tracked individually.
Serialized Consumables	Explosive Charge	The custom sends out this type of item on site and the item is consumed. They need to be tracked individually for regulatory purposes. If the item is not consumed, it gets returned, but the assumption is that it will get consumed in its entirety by the end of the job.
Service	Per Diem	The customer charges his customer for this type of item but this item is not shipped or returned at the end of the job.

Type

Example

Definition

Bulk Assets

Drill Pipe

The customer needs to ship a quantity of this item, but there is no tracking of each individual item (such as each individual segment of pipe).

It is not consumed on site, but gets utilized and eventually returned in its entirety.

Bulk Consumables

Sand

The customer needs to ship a quantity of this item, but not track each individual item (track each bag of sand).

At the end of the job, if any quantity is not consumed, it will get returned, but the assumption is that all of it is consumed on the job.

Labor

Engineer

The customer needs to send this type of item on site and track its utilization (i.e. days worked while on site) for billing.

This type of item is not shipped (on a truck) and does not get returned or consumed.

Serialized Asset

Cargo Basket

The customer needs to send this type of item on site to be utilized. The item is not consumed and needs to be returned at the end of the job.

These are high value items and need to be tracked individually.

Serialized Consumables

Explosive Charge

The custom sends out this type of item on site and the item is consumed. They need to be tracked individually for regulatory purposes.

If the item is not consumed, it gets returned, but the assumption is that it will get consumed in its entirety by the end of the job.

Service

Per Diem

The customer charges his customer for this type of item but this item is not shipped or returned at the end of the job.

Resource Statuses

Job Resources can have the following default out-of-box statuses:

Status

Description

New

When the job resource is created.

Shipped

This status is triggered when:

The item is added on a delivery ticket and when Shipped Quantity = Quantity + On Site Qty + Returned Qty.
The item’s status is changed to “Shipped” via an user edit action when Shipped Quantity = Quantity + On Site Qty + Returned Qty

Partially Shipped

This status is only valid for non-serialized and consumable items and triggered when:

When On Site Qty > 0, the item is marked as “On Site”. Otherwise Bulk items would have to be tracked on separate lines since a bulk item can have multiple statuses at the same time.

The item is added on a delivery ticket and On Site Qty = 0 and Quantity > Quantity Returned.
The item’s status is changed to “Partially Shipped” via a user edit action and On Site Qty = 0 and Quantity > Quantity Returned.

On Site

This status is triggered when:

The Item is received on site (delivery ticket is received).
The item’s status is changed to “On Site” via an user edit action.

In Transit

This status is triggered when:

The item’s status is changed to “In Transit” via an user edit action.
This is a future use status, so the quantities are not adjusted.

Returned

This status is triggered when:

The item is added on a return ticket and when Quantity = Returned Qty.
The item’s status is changed to “Returned” via an user edit action when Quantity = Returned Qty.

See inventory movement examples for delivery/return tickets and manual status change.

Record Types

Job Resources utilizes these three specific record types:

Type	Description
Return	Used to indicate a return ticket.
Delivery	Used to indicate a delivery ticket.
Field	Used to indicate a field ticket.

Type

Description

Return

Used to indicate a return ticket.

Delivery

Used to indicate a delivery ticket.

Field

Used to indicate a field ticket.

How Job Resources Work

The system admin (or dispatcher or planner) adds the job resource to a job while in Back Office,
The admin sets up the resource types. They add personnel, equipment, and inventory as job resource records.
The system admin add the resources to the job in Back Office by going to the Job Resource Related List and add the needed resources. They set the dates, roles, quantities, and notes for each resource.
When the mobile user syncs, the job resources are synced from back office. They see these job resources when they access the job
Use the job resources in the field.
Field users can log actual usage (hours, equipment used, the amount of material used).
Job resources data can be used for billing and payroll.
Resources data feeds into invoices, payroll reports (if configured), and job costing.

How Delivery/Return Tickets Work

These are digital records for documenting and managing delivery of materials, equipment, or services to a job site. They are proof of delivery and helps tracks what was delivery, when, by whom, and under job or work order.

How They Work in the FieldFX Mobile App

Inventory Movement Examples

The movement of Job Resources is different in the Delivery/Return Tickets and Manual Status Change flow.

These are examples of how job resources in inventory could move through statuses. Specific movements and statuses are dependent on how your org is configured and operates.

Delivery/Return Tickets

These Delivery and/or Return Ticket example tables show the changes for each type of job resource and its quantities as it’s stepped through the different stages in being used. These stages and statuses shown may be different depending on your org’s configuration and workflow.

The types are shown in rows with the states shown in columns.

Table 2. Delivery/Return Ticket Job Resource by Type
Type	Initial State	Delivery Ticket Created	Delivery Ticket Received	Field Ticket Created	Return Ticket 1 Created	Return Ticket 2 Created	Return Ticket 1 Marked Return	Return Ticket 2 Marked Return	Job Status Changed to Complete
Bulk Consumable	New	In Transit	On Site			In Transit		Returned	Job Complete
Serialized Asset	New	In Transit	On Site			In Transit	Returned	n/a	Job Complete
Bulk Asset	New	In Transit	On Site		In Transit	n/a	Returned	n/a	Job Complete
Serialized Consumable	New	In Transit	On Site		Can’t Return, Nothing to return				Job Complete
Labor	On Site
Service	On Site

Manual Status Change

These Manual Status Change example tables show each type of job resource and it’s quantities as it’s stepped through the different stages in being used. These stages and statuses shown may be different depending on your org’s configuration and workflow.

The types are shown in rows with the status in columns.

Table 3. Manual State Change Job Resource by Type
Type	Initial State	Delivery Ticket Created	Delivery Ticket Received	Field Ticket Created	Return Qty Updated	Job Status Changed to Complete
Bulk Consumable	New	In Transit	On Site		Returned	Job Complete
Serialized Asset	New	In Transit	On Site		Returned	Job Complete
Bulk Asset	New	In Transit	On Site		Returned	Job Complete
Serialized Consumable	New	On Site				Job Complete
Labor	On Site					Job Complete
Service	On Site					Job Complete

Setup and Use

See Job Resources Setup for steps on setting up job resources.

See Job Resources Use for steps on using job resources.

Job Resources

Object Schema

On Site Quantity Custom Field

Resource Examples

Resource Statuses

Record Types

How Job Resources Work

How Delivery/Return Tickets Work

How They Work in the FieldFX Mobile App

Inventory Movement Examples

Delivery/Return Tickets

Manual Status Change

Setup and Use

Recommended Reading