Create Resource#
Resource.Create
Resource.CreateTemplate
Resource.CreateFromTemplate
Overview#
This operation is used to create a Resource. By using a similar procedure, you can create a template, which you can also use to create the new object. This selection is done in the main entity menu.
Setup#
No specific setup is required other than to meet the precondition of the transaction.
Preconditions#
- The Resource does not currently exist in the system.
Sequence of Steps#
Step 1: General Data#
- Provide a Name.
- Provide a Description.
- Select the Type. The list of possible values are taken from the ResourceType Lookup Table.
- The System State is Up (default value).
- Select the State Model, and the initial State of the State Model will be completed by default.
- Select the Processing Type (more information in Step 2 below):
- Component - a resource that can have multiple parents (it can be shared).
- Consumable Feed - resources that are used to provide consumables to other resources.
- Instrument - a resource that is used for measuring a value in a certain unit of measure.
- Line - resources for line production.
- Load Port - a resource that serves as an input, output or input/output port for a resource.
- Process - resources that can process material.
- Storage - resources that can be used to store and retrieve material.
- Transport - resources used as transports.
- Specify the Area.
- Specify the Priority.
- Specify the Display Order (for user interface and reports). Resources are first sorted by Display Order and then by Name.
- Select the Vendor. The list of possible values is taken from the ResourceVendor Lookup Table.
- Select a Model. The list of possible values is taken from the ResourceModel Lookup Table.
- Select a Model Revision.
- Select the Resource Type. The list of possible values is taken from the ResourceResourceType Lookup Table.
- Enter a Serial Number.
-
Select the Criticality - High, Low or Medium. This property defines the impact of the Resource on the overall production.
Note
Bottleneck resources should be have a High Criticality.
-
Enter the Installation Date - the date the Resource was installed.
- Enter the Year Built - the year the Resource was built and it must be greater than 1900.
Step 2: Additional Information#
Depending on the selected Processing Type, the Additional Information step will have different sections:
| Processing Type | Material Tracking | Material Logistics | Setup | Consumable Feed(s) | Load Port Information | Positions | Locations | Lane | Durables | Instrument | Other Information | Automation | Coordinates | Part |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Component | X | X | X | |||||||||||
| Consumable Feed | X | X | X | X | X | X | X | |||||||
| Instrument | X | X | X | X | ||||||||||
| Line | X | X | X | X | X | X | X | X | X | X | ||||
| Load Port | X | X | X | X | X | X | ||||||||
| Process | X | X | X | X | X | X | X | X | X | X | X | |||
| Storage | X | X | X | X | X | X | ||||||||
| Transport | X | X | X |
Table: Processing Type Additional Information Sections
Info
Depending on the Processing Type some or all of these fields will be available, and may have dependencies.
Material Tracking#
- Specify whether or not to Allow Product Mix. If not, only materials with the same product can be Dispatched and In Process at the resource.
- Specify whether or not to Enable Sub-Material Tracking. For more information, see Sub-Material Processing.
- Specify a Restrict to Form (a material form to restrict the materials that can be associated to the resource).
- Specify a Material Sort Rule Set to sort the materials in the queue for dispatching (can also be used to manage the dispatch queue).
-
Specify the Dispatch List Maximum Size (number of materials) of the dispatch list. You can define a maximum number of results to be returned in the dispatch list. This functionality does not limit the amount of materials that can be in the Dispatched state in a resource, but it visually filters the dispatch list in the Resource View and the Dispatch Materials wizard, showing the first
Xnumber of materials (depending on the maximum size defined). -
Specify whether or not to allow Unlimited Maximum Concurrent Materials in Process. If not, define the Maximum Concurrent Materials in Process.
Info
Entering a value of
0indicates that no material is accepted for processing. Note that any value entered for this setting has no impact when using a Sub-Resource to process the Material. -
Specify if Recipe Management is enabled. If so, also specify whether Verify Material Recipe at Track-In is enabled or not.
- Specify the Verify Material BOM At Track-In to check that the BOM version required for a certain material at track-in matches the equipment current BOM version.
Material Logistics#
- Specify if the resource Has Storage Bins. If so, the step Storage Bins is available (more information below).
- Specify if the resource has a Picking Place. If so, the Has Storage Bins is disabled. And the Transport Service is available for you to define the required service for transporting material from the current resource.
-
Specify if the Floor Life Safe timer is paused or not.
Note
If the Picking Place is enabled, the Floor Life Safe is disabled.
-
Specify if the Start Floor Life Counter On Retrieve must be started automatically when the material is retrieved, provided the material is not sealed.
-
Specify Enable Automatic Replenishment. If enabled, select the Replenishment Mode: Resource (default) or Consumable Feed.
Note
The Replenishment Mode can only be set to Consumable Feed if the Processing Type is Process or Line, and if the Number of Consumable Feeds Positions is greater than 0 or the Location Count is greater than 0.
-
Specify the Automatic Replenishment Transfer Requirement Type, which displays all the Area Transfer Requirement Types that are associated with the area of the resource you are creating.
Note
If the Picking Place is enabled, the Enable Automatic Replenishment is disabled.
Warning
If you change the Enable Automatic Replenishment or Replenishment Mode properties, all the related Inventory records will be deleted and the Inventory will be reinitialized.
Setup#
This indicates if you need a setup at the Resource - only used with Line and Process (Processing Type).
- Specify the Setup Mode:
- Always - a setup is always required.
- Not Required (default) - a setup is not required.
- On Changeover - a setup is required whenever the setup required by the Material is different from the Resource setup.
- Specify whether or not to Use Different Setup Operation (only available if the Setup Mode is Always and defaults to
False). - Specify the Setup Begin And Complete Mode:
- Auto Begin and Complete
- Manual Begin and Complete
Consumable Feed(s)#
- Specify whether the Consumable Feed is shared or not (defaults to
False). - If the Consumable Feed is not shared, specify the Consumable Feed Type. The list of possible values is taken from the ConsumableFeedType Lookup Table.
- Specify the Number of Consumable Feed Positions.
Load Port Information#
- Specify the Load Port Type:
- Input - the load port is only input.
- Input/Output - the load port serves both as input and output.
- None - no load port defined.
- Output - the load port is only output.
Positions#
Info
The Positions section is not available if Has Storage Bins is enabled.
-
Specify the Position Unit Type that can be used for processing in the resource: Container, Material or Resource. This will restrict the type of entity that can be processed in this resource.
Note
If the Position Unit Type is Container, you will also be able to specify the Container Type to further restrict the containers that can be associated with the resource.
Note
If the Processing Type is Storage, only Container and Material can be used for Position Unit Type.
-
Specify Track Positions as
True(default value) if you want positions to be tracked in the resource.- If Track Positions is enabled, specify whether or not to Auto Generate Positions, and the Total Positions.
Note
If the Processing Type is Consumable Feed, you can limit the number of Materials that can be attached simultaneously by enabling Track Positions and defining its Total Positions.
- Resources that have the Processing Type defined as Storage allow additional Positions information:
- Storage Dimensions - a value between one and three, which specifies how many physical dimensions the storage resource has for tracking positions. Dimension one is the X-axis, dimension two is the Y-axis, and dimension three is the Z-axis. The system further considers a dimension zero to further breakdown a particular position.
- Storage Position Address Format - defines how each position is uniquely addressed by combining the different dimensions. The X, Y, Z, and 0 dimension values are referenced with the following special placeholders: {X}, {Y}, {Z} and {0}. It is possible to use literals to separate the different dimensions. The dimensions referenced in the address format must match the number of storage dimensions. The dimension 0 only has to be referenced if the dimension 0 size is greater than one. As an example, if a resource has two dimensions and a dimension 0 with three positions, the following address is valid: {X}.{Y}-{0}. If the address format for dimension X address format was specified with a digit, if dimension Y address format was specified with a letter, and if dimension 0 address format was specified with a digit, then for the address format {X}.{Y}-{0}, the following addresses are valid: 1.B-3 and 3.A-2.
- Dimension X Size - the size of the the X dimension.
- Dimension X Address Format - how the X dimension is addressed: 0 defines a mandatory digit, 9 defines an optional digit, A defines a mandatory letter, and Z defines an optional letter.
- Dimension X Orientation - the orientation of the X dimension: Left To Right or Right To Left.
- Dimension Y Size - the size of the the Y dimension, in case the resource has two dimensions.
- Dimension Y Address Format - how the Y dimension is addressed: 0 defines a mandatory digit, 9 defines an optional digit, A defines a mandatory letter, and Z defines an optional letter.
- Dimension Y Orientation - the orientation of the Y dimension: Bottom To Top or Top To Bottom.
- Dimension Z Size - the size of the Z dimension, in case the resource** has three dimensions.
- Dimension Z Address Format - how the Z dimension is addressed: 0 defines a mandatory digit, 9 defines an optional digit, A defines a mandatory letter, and Z defines an optional letter.
- Dimension Z Orientation - the orientation of the Z dimension: Positive (positions increase towards the viewer) or Negative (positions increase away from the viewer).
- Dimension 0 Size - the size of the 0 dimension.
- Dimension 0 Address Format - how the 0 dimension is addressed: 0 defines a mandatory digit, 9 defines an optional digit, A defines a mandatory letter, and Z defines an optional letter.
- Dimension 0 Orientation - the orientation of the 0 dimension: Bottom To Top or Top To Bottom.
Locations#
-
Specify if the resource Has Resource Locations. If so, the step Locations is available (more information below).
Note
Resources can either have Locations (section) or Number of Consumable Feed Positions (field).
-
If the Has Resource Locations is enabled, and the Processing Type is Consumable Feed, specify the Location Type (from the ResourceLocationType Lookup Table), and Dimension X Size. If the Processing Type is Process, specify the Location Type, Dimension X Size, and Dimension Y Size.
Warning
The value for
Dimension X Size * Dimension Y Sizeshould be equal or higher than number of locations.
Lanes#
-
Specify if the Resource Is Multilane. If set to
True, this will automatically enable the Is Multilane Active field, and you must define whether to set the Recipe at the Resource level as: -
If the field Is Multilane was enabled, the step Lanes is available (more information below).
-
If the Parent is a Resource of Processing Type Line and the Parent Lane Count is > 0, you can specify a Resource Lane matching the pre-conditions.
Note
If no Lane is set, it means that the Resource will process all the Lanes that exist in the Parent Resource.
Additionally, when a Resource is a Sub-Resource, the parent Is Multilane Active property will override the one of the Resource.
The following image shows Lanes at the Resource with the Setup Mode:
Column information regarding the Lanes above:
- Current Setup - the Resource Lane current Setup.
- Setup Running Mode - the Resource Lane current setup Running Mode.
- In Setup - whether the Resource Lane is currently in setup or not.
Durables#
- Specify the number of Durable Positions.
- Specify the Contains Durables Library field to
Trueif the resource contains an internal durable library.
Instrument#
- Specify the Instrument Type. The list of possible values is taken from the InstrumentType Lookup Table.
- Specify the Calibration Status: Calibrated, In Calibration or Not Calibrated.
- Specify the Last Calibration Date.
- Specify whether or not the instrument is of Exclusive Usage.
Other Information#
-
Specify if you want to Enable Container Maintenance Events. This property is
falseby default. If enabled, the system will be able to update the Container maintenance counters for the Resource. For more information, see Container Maintenance Events.Note
This property is only available if the Processing Type of the Resource is Process or Line.
-
Specify if you want to Enable Request MAO on State Change. This property is
falseby default. If enabled, you will be able to request a MAO if the resource is changed to an Unscheduled Down state. - Specify the value of the Resource Group. The Resource Group consists of interchangeable resources which are part of the same resource cluster.
-
Specify Propagate Up. This property is
falseby default. If enabled, changes to the state are propagated up.Note
This property is only available if the Resource Group is defined.
-
Specify the Validate Down to define if changes to the state of the resource are validated against the states of its sub-resource groups. This property is
falseby default.
Automation#
- Specify the Mode:
- None - the equipment is not integrated.
- Offline - the equipment is integrated, but it is not online.
- Online- the equipment is integrated, and it is online.
- If the Mode is Online/Offline, you need to define the Address, and you will also be able to specify the automation capabilities of the equipment:
- Job Management - the equipment has the ability to automate job management.
- Recipe Download - the equipment has the ability to download recipes (from equipment).
- Recipe Upload - the equipment has the ability to upload recipes (to equipment).
- Recipe Selection Update - the equipment has the ability to notify the MES about recipe selection changes.
Coordinates#
- Specify the location of the resource in geographic coordinates: Latitude, Altitude, and Longitude.
Step 3: Storage Bins#
When the Processing Type is Storage and Has Storage Bins is True, at least one storage bin must be created.
Note
Only Container and Material are possible for the Position Unit Type.
To add Storage Bins, as many as you need, the following fields are available:
- Name - once the bin is assigned, its name cannot be changed.
- Description.
- If the Position Unit Type is Container:
- Container Type - from the ContainerType Lookup Table.
-
If the Position Unit Type is Material:
- Product - to which the bin will be restricted.
- Product Group - to restrict the contents of the bin.
-
Capacity Class (from the CapacityClass Lookup Table).
Note
If defined, only Materials with Products from this Capacity Class may be stored.
-
Preferred Storage Location - to specify if this bin if preferred for a particular Product or Product Group.
- Inherit Floor Life Safe - specify if this timer is paused. If not, the Floor Life Safe value of the resource is used.
-
Limited Positions - if
True, specify the number of Total Positions. The number of Used Positions will be displayed automatically. - Enabled.
Select Create to complete the transaction.
Step 3: Locations#
When the Processing Type is Consumable Feed or Process and Has Resource Locations is True, at least one location must be created.
To add Locations, as many as you need, the following fields are available:
- Name.
- Description.
- Barcode ID - used for identification.
- Location X.
- Position Size (only if Processing Type is Consumable Feed).
- If the Processing Type is Process you also have:
- Location Y.
- Position Count.
- Position Consumable Feed Type (from the ConsumableFeedType Lookup Table).
Warning
The Dimension Y Size property must be greater than 3 because there is a Location already defined with a greater Location Y value.
Select Create to complete the transaction.
Step 3: Lanes#
When the Processing Type is Process or Line and Is Multilane is True, at least two Resource Lanes must be created for the Resource.
To add Lanes, as many as you need, the following fields are available:
- Name (must be unique).
-
Description.
Note
In this wizard you can also order the Lanes.
Select Create to complete the transaction.
Info
You can add Resource Parts from the Parts section of a Resource page. For more information, see Manage Resource Parts.






