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Planning Tool Work Order Requirements

You can add a requirement for a tool from the warehouse or from a supplier to a work order task. As with other requirements, the planned cost of the tool requirement is included in the work order and task’s planned costs.
When you plan a tool requirement on a work order task, the system automatically creates a requisition line when the work order is marked as planned, or is approved.

To Plan a Tool Requirement on a Work Order

1.
Create a work order or open an existing work order.
2.
Open or create the work order task associated with this work order.
3.
Select the Planning tab, and then the Tools tab.
4.
Click New. The New Tool Requirement dialog appears.
5.
On the General tab, enter the resource or click Browse to select the tool from the list, and then click OK.
6.
Select the fulfillment method. Typically, for a work order requirement you will select either Tool issue or Equipment rental.
Setting Name
Description
Tool issue
The demand will be met by the issuing the tool from a warehouse.
Equipment Rental
The demand will be met via a rental purchase order.
Purchase
The demand will be met by the purchase of a new unit. This option is typically used when requisitioning the purchase of new units for inventory or the repair of an existing unit. It is not used when the tool is required to complete a maintenance job.
Warehouse transfer
The demand will be met by transferring units from another warehouse. As with the purchase option, transfers are not used when a tool is required to complete a maintenance job.
From inventory
The warehouse inventory group from which this item should be issued.
7.
If the fulfillment method is tool issue or equipment rental, enter the following:
Setting Name
Description
Unit
For tool issues, identify the unit required. This information is optional. You may select your preferred unit; however, a different unit may be issued.
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, select the preferred supplier on the Purchasing tab:
Setting Name
Description
Supplier
Identifies the supplier for rental requests from whom the tool will be rented. The resource’s list of supplier resources is filtered to include only those that are used with rentals.
9.
Click OK to save and close the New Tool Requirement dialog. The item appears in the list on the work order’s Planning tab, Tools tab.
10.
If the requirement is for a tool rental, the system will create a requisition when the work order is either approved or marked as planned.
11.
Save and close the work order task and the work order.