---
alias: user-guide-begin-setup
description: "This documentation outlines the process of marking a resource as being in setup mode"
---

# Begin Setup

:lock: Resource.**BeginSetup**

## Overview

This operation is used to mark the **Resource** as being in setup, indicating that the user is beginning setup for a **Material** or Production Order Step on a given **Resource**.

## Setup

No special setup is required other than to meet the preconditions of the transaction.

## Preconditions

* The Processing Type of the **Resource** is Process or Line.
* The **Resource** property In Setup must be `false`.
* If the **Resource** Setup Mode is different from Not Required:
    * The Setup Characteristic property of the **Step** must be set.
    * A **Material** must be selected.

!!! note
    If the Setup Begin and Complete Mode property of the Resource is Auto Begin and Complete, Begin Setup can only be called from the [[user-guide-perform-setup]] operation.

## Sequence of Steps

You can perform this operation from several points of entry:

* If available, from the Production Order Step - from the **Resource** details page, go to the Schedule View, select the Production Order Step and select the **Begin Setup** button on the top ribbon to open the wizard.
* From the **Step** - go to the Step View, select the **Material** or **Resource** that you need, and then select the **Setup** button to access the Begin Setup wizard.
* From the **Resource** - since the **Resource** is already selected, select the **Begin Setup** button on the top ribbon to open the wizard.

### Step 1: Setup Mode Not Required

1. Select a **Resource** matching the preconditions.
2. If the Setup Mode of the **Resource** is Not Required, select the **Begin Setup** button on the top ribbon to open the wizard.
3. You may change the state of the **Resource** by selecting a new state from the drop-down list. In case that the state transition is associated with **Reasons**, you can accept the suggested **Reason** or select another one:

    ![Screenshot showing a setup screen where "Setup Mode Not Required" is indicated.](images/begin_setup_01.png)

4. The system will suggest a default transition, and if applicable, also a **Reason**, which you will be able to override.
5. Optionally, enter a comment.
6. Select **Begin** to complete the operation.

### Step 1: Setup Mode Is Required

1. If the Setup Mode of the **Resource** is Always or On Changeover, you must go to the **Resource View** and select a **Material**.
2. In the **More** button, find and select the **Begin Setup** button:

    ![Screenshot showing a UI with a "Begin Setup" button highlighted in the context of setting up a device.](images/begin_setup_02.png)

    !!! info
        If Running Mode and Lane configurations have been set, you must select valid options from the ones available in the drop-down list. When the selected Material is being used for a qualification at the matching execution point, the Running Mode list includes all Running Modes, even the ones that are otherwise unavailable because of qualifications.

3. The system will suggest a default transition, and if applicable, also a **Reason**, which you will be able to override.
4. Optionally, enter a comment.
5. Select **Begin** to complete the operation.

!!! note
    If the Resource is a Top-Most Resource and its Processing Type is Line, you have the option to also Begin Setup for All Sub-Resources.

    The default is taken from the [[guielementdefaultvalue-gt]] Generic Table with the following information: Context = `Resource.BeginSetup`, Element = `BeginSetupForAllSubResources`, and Value = `True` (by default).