Concepts

Tasks

Settings

Entering a Tool Issue

This topic explains how to complete a tool issue. You might need to do this when entering tool issues for a warehouse or when reporting activity for a work order task.

To Enter a Tool Issue

1.	From a warehouse, right-click the tool that you want to issue and select Issue Item.

Tip: You can also issue a tool by clicking New Tool Issue on the Resources Used tab, Tools tab, on an activity report

The Report Tool Issue dialog appears. For example:

2.	In the Tool identification area, complete the following information:

Setting Name

Description

Resource

Enter the resource number or browse to search for the resource.

Inventory group

The warehouse inventory group the material will be issued from. To issue a regular inventory item, select the appropriate regular warehouse inventory group. To issue a consignment item, select the supplier’s warehouse inventory group.

Unit	For serialized resources, the specific unit. If you know the unit number, you can enter it here or select it from the list.

New unit status

The new status of the serialized resource unit that is affected by the transaction. The list of statuses becomes available when a serialized resource is selected. The list changes according to the transaction.

3.	In the Details area, complete the following information:

Setting Name

Description

Issued by

The person issuing the tool from stores.

Issued to

The person receiving the tool.

Issued on

The date and time the tool was issued.

Expected Usage

The expected usage amount. You must also fill in the unit of measure for the duration. For example, the expected usage might be “8” and the duration unit of measure might be “hours”.

Expected return

The approximate time and date when the tool will be returned. The expected return must be later than the tool’s issue date.

4.	In the Charge to area, complete the following information:

Setting Name

Description

Cost type

The cost type to charge. The cost type is used to summarize resource costs on a work order and for the asset charged. The system typically selects a default cost; however, if necessary the cost type can be overridden. This information needs to be entered when costs are charged to an asset.

Charge type

The charge type for this transaction: work order, asset, or account. If this resource transaction was created from a work order, APM enters this information automatically. Select how you want to charge the item and then the work order, asset, or the account to be charged. • If charging to a Work order, click the browse icon. Select the work order in the selector dialog and click OK. You can select a task on the work order using the Task list. • If charging to an Asset, click the browse icon. Select the asset in the selector dialog and click OK. • If charging to an Account, click the browse icon. Select the account in the selector dialog and click OK. You might be able to override the selected GL account. To change the GL account, select Override the account. Click Browse, select the appropriate account, and then click OK.

5.	When you are finished, click OK.