Changing the organization details of tools

Tools are grouped into item sets that multiple organizations can use. However, the hourly tool rates, general ledger accounts, and tax codes that you apply to a tool are specific to a single organization.

Procedure

  1. In the Tools application, open a tool record.
  2. Select the Tool/Organization Details action.
  3. If you selected the Outside check box on the Tool tab to indicate that an external vendor supplied the tool, you can add the vendor company in the Outside Vendor field of the Tools/Organization Details window. When you associate a vendor to a tool at the organizational level, the control account number for the vendor defaults to the Control Account field. If the tool is not supplied by an outside vendor, the control account defaults from the tool control account for the organization.
  4. In the Tool Rate field, specify the hourly rate that is charged to job plans, work order plans, and work order actuals when the tool is used.
  5. Optional: Specify values for the general ledger account, and the tax code.
  6. Optional: Specify whether the tool is tax-exempt.
  7. Optional: Modify the percentage of tools that can be received over the quantity ordered. The percentage value was set when the tool record was added.
  8. Click OK.
  9. Save your changes.


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