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Settings

Adding Tools to be Issued from a Warehouse to a Work Order Task

This section describes how to add requirements for tools that will be issued from a warehouse to an existing work order task. You can also add requirements for purchased or rented tools. See:
•
Adding Tool or Equipment Rentals to a Work Order Task
•
Adding Tool Purchase Requirements to a Work Order Task
Note: If the work order has already been approved or marked as planned, you will not be able to add requirements to it. To add requirements to a planned work order, you must first redraft it.
You can specify that two or more tools are required for a work order task, but each tool is issued from the warehouse separately and returned separately. This ensures that on-hand inventory balances are accurate for stocked tools.

Overriding GL Accounts

APM automatically derives a GL account for charges to an asset or work order task based on the site’s accounting settings. You can override the derived maintenance GL account for labor, direct purchases, and inventory usage charged to an asset or work order. When the account number is overridden, the replacement account number is used on subsequent documents and transactions (work order requirements, timecards, issue transactions, purchase order lines, and receipts). The option to override a GL account is available only if the work type has been set up to allow the override.

To Add Tool Requirements

1.
Open the work order task.
2.
Make sure that editing is enabled.
3.
Select the Planning tab and then the Tools tab.
Note: The Planning tab is only available if the task’s work type includes planning information.
4.
Click New. The New Tool Requirement dialog appears.
Tip: To add several different requirements at once, click Browse. The Browse Catalog dialog appears. Select each resource that you want to add. You can select resources on more than one tab. When you are finished, click OK. The resources are added to the list. You may need to open each requirement and edit the settings.
5.
On the General tab, select the tool that is needed:
Setting Name
Description
Resource
To add a catalog resource, enter the number of the resource in this box. To search for the item, click Browse.
Demand description
If you have selected a catalog resource, the system displays the description here.
6.
Select the fulfillment method for the resource:
Setting Name
Description
Fulfillment method
Select Tool Issue.
Inventory group
Select the appropriate warehouse inventory group.
7.
Enter the request details:
Setting Name
Description
Number of
The total number of tools that are required. If this box is left blank, the system will enter ‘1’ as a default entry.
Required for
The amount of time that each employee, contractor, tool, or service person is required. For example if you are entering a trade requirement, enter how long each employee will need to work on this task. The total time entered for the requirement will be calculated as:
Number Of x Required For
The default requirement is 1.00 hour.
This setting is only applicable to trades, tools, and time-based service resources.
Note: For scheduling purposes, one day = 24 hours, regardless of the number and type of shifts included on the schedule.
8.
If necessary, you can enter a lag time for the requirement:
Setting Name
Description
Relationship type
The relationship of the lag to the start of the task. You can select from:
•
Start to start (SS): The requirement starts when the task is planned to start, offset by any entered lag time.
•
Finish to finish (FF): The requirement ends when the task is planned to end. The system automatically calculates the required lag time.
Lag
The lag time that is required between this requirement and the planned start time of the task.
For example, if you enter a trade requirement with a lag time of two hours, the planned start time for the trade will be two hours after the planned start time for the task.
This setting is used when calculating the estimated duration of the task, and when the task is scheduled.
9.
Select the Comments tab to enter your notes.
10.
To override the GL account or cost type, select the Charging Info tab and make the appropriate changes (only available if overrides are allowed for the task’s work type).
11.
Select the Attachments tab to view or add attachments to the tool requirement.
12.
Click OK to save the requirement and close the dialog.
13.
Save the work order task.