Concepts Tasks Settings Setting up Tools as Serialized Resources Contents Getting Ready to Convert Tool Assets and Resources to Serialized Inventory Setting Up Tools as Resources in Inventory Adjusting Tools Inventory Balances for Non-serialized Resources Linking Assets to Non-serialized Resources Converting a Tool Resource To Track Serialized Inventory Creating Serialized Units for Existing Tool Resources You can start tracking serialized inventory when you set up a new resource, or you can convert an existing resource’s balances and asset information to serialized inventory. You can remove the serialized inventory tracking for a resource at any time. Removing serialized unit tracking for the resource does not actually delete the resource’s units. The units are retained for historical reference on any resource transactions that referred to a unit. However, the historical units cannot be reactivated. If you decide to change the resource back to a serialized resource, a new set of units must be created. A tool resource unit can be linked to a maintainable asset. When a tool is linked to an asset, all the normal maintenance functions can be performed on it, such as work requests, work orders, indicator readings, standard jobs, standard tasks. The asset appears in the asset hierarchy. For example, you could link tool assets such as a fleet of vehicles to serialized resource units if the tools/vehicles are used by multiple operators and you want to track the usage for each vehicle. Serialized unit support for a tool-type resource allows you to: • Link an asset to a tool resource unit. • Identify and track the usage of individual tools. • Manage the replenishment of the tool based on the total units. • Rent tools from an outside supplier Note: If you will be linking maintainable assets to your tool resources, before you create the resource units you must first link your assets to the resource using the non-serialized option.
