You can specify tools on job plans and work orders to indicate
which tools are needed to perform a task. In the Stocked Tools application,
you can issue tools to those work orders to indicate that the tools
are dispatched for use with the job.
Before you begin
When you issue a tool from the Stocked Tools application,
you must specify to whom you are issuing the tool.
Procedure
- In the Stocked Tools application, open a tool record.
- Select the Issue Current Tool action.
- Optional: In the Issue Current Tool window,
change the value in the Bin field to issue
the tool from a different bin.
- In the Quantity field, specify the
number of tools that you want to issue.
- Optional: In the Rotating Asset field,
specify the value for the rotating tool.
- In the Transaction Type field, specify
the value for type:
Option |
Description |
ISSUE |
To issue a tool to a person, as well as to an asset, location,
or work order |
RETURN |
To return a tool to a storeroom |
- In the Issue To field, specify the
recipient of the tool (person ID).
- Optional: Complete the remaining fields.
- Click OK.
Results
The tool is issued to the intended recipient and the stocked
tool balance is adjusted.
Example
You can also issue a stocked tool from a storeroom directly
to someone who needs the tool to perform work. For example, you might
need to have a hammer available for employees, yet you do not want
to associate this tool with a work order because hammers are not specific
to any work order. You also can use the
Issue function
to return tools to a storeroom.