Concepts

Tasks

Settings

Setting up Serialized Unit Statuses for Tools

The serialized inventory status tracks the status of a unit for inventory purposes.

There are 10 required statuses that track serialized inventory. You can create descriptions for the unit statuses and change the name APM provides. You cannot delete any of the required 10 unit statuses or add new statuses.

For tools, you must match the following statuses:

•

Spare

•	Awaiting installation

•	Returned to inventory

•	In transit

•	Decommissioned

When you post a resource transaction for a serialized unit, the unit status changes. For example, an issue transaction changes the unit status from “On hand” to “Issued”. When the unit’s status changes, APM changes the asset status to the one that has been set up to match the unit status.

For example, a tool is currently in inventory. The unit status is “On hand” and is matched to the asset status “Available” with the operational status “not in operation and available for use”. The tool is issued. On the issue transaction, the unit status changes to “Issued”. Since the “Issued” unit status is linked to the maintainable asset status “In service” with the operational status “unavailable”, the tool’s asset status is set to “In service - unavailable”.

Before you begin defining the inventory statuses, you should ensure that appropriate asset statuses exist in the system. To define asset statuses, please see **Setting up Asset Statuses.

For more information about defining unit statuses, see Setting up Serialized Inventory Unit Statuses for Repairable Spares.

To Define Serialized Inventory Unit Statuses

1.	On the site’s Resource Management view, select the Settings tab. Select the Inventory Settings node in the tree.

Tip: You can also select the site’s Administration menu, Resource Management Settings, and then Resources. The Resource Management Settings dialog appears.

1.

Tip: You can also access resource management settings from the Site window by clicking the Administration menu, Resource Management Settings, and then Resources. The Resource Management Settings dialog appears.

2.	Select the Serialized Inventory tab. This tab lists the serialized unit statuses and the default asset statuses. For example:

3.	Double-click a row in the table to open the Serialized Inventory Status dialog. For example:

4.	You can revise the status name and replace the icon that represents it in lists and tables.

5.	Select the matching asset status for material resources (components).

APM recommends that you set up a separate asset status to match each inventory unit status. However, you can match one asset status to multiple unit statuses. The lists are filtered to display only operational asset statuses that will work with the unit status.

Tip: To create a new asset status, right-click the asset status box and click New.

6.	Specify the matching asset status for tools (maintainable assets).

7.	When you have finished matching the statuses, click OK to close the dialog.