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
- In the Tools application, open a tool record.
- Select the Tool/Organization Details action.
- 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.
- 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.
- Optional: Specify values
for the general ledger account, and the tax code.
- Optional: Specify whether the tool
is tax-exempt.
- 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.
- Click OK.
- Save your changes.