Issuing stocked tools

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

  1. In the Stocked Tools application, open a tool record.
  2. Select the Issue Current Tool action.
  3. Optional: In the Issue Current Tool window, change the value in the Bin field to issue the tool from a different bin.
  4. In the Quantity field, specify the number of tools that you want to issue.
  5. Optional: In the Rotating Asset field, specify the value for the rotating tool.
  6. 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
  7. In the Issue To field, specify the recipient of the tool (person ID).
  8. Optional: Complete the remaining fields.
  9. 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.


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