Concepts

Tasks

Settings

Reporting Tools Usage

You can use the tool usage transaction to record the usage and return of a tool for a job. A separate usage transaction can be entered for each work order task that used the equipment. Or, multiple usage transactions can be entered for the same equipment receipt, rental purchase order line. A work order or asset is charged for the use of the tool.

The work order task report activity and close dialogs display the following information about the tools used on a work order:

•	Tools that have been issued to the work order and returned.

•	Tools that have been issued and not returned. You can return the tool and report usage from this dialog.

•	Equipment rentals that have been received and returned to the supplier.

•	Equipment rentals that have been received and not returned. You can record the rental usage and return from this dialog.

To Report Tool Usage Activity

1.	On the site window, select the Work Management view, Work Orders tab, and then the Work Orders tab.

2.	Double-click to open the work order for which you want to report usage activity. The Work Order window appears, open to the Properties view, General tab.

3.	Click Report Activity. The Activity Report dialog appears. For example:

4.	Select the Resources Used tab, and then the Tools tab. This tab lists the planned tools usage for the task.

5.	Double-click the tool that you are returning. The Tools Usage Transaction window appears.

6.	Complete the following information on the Usage tab:

Setting Name

Description

Inventory group

Select the warehouse inventory group to which the tool is being returned.

Resource

Enter the resource number for the tool, or click Browse to search for the resource.

Unit	If the tool is a serialized resource, select the unit being returned.

Reported by

The employee who is returning the tool.

On	The date and time that the transaction is being reported.

Reported to

The employee recording the transaction.

Usage

The duration of time the tool was used.

Tool returned

Select this option to indicate that the tool has been returned to the warehouse.

New unit status

If the tool is a serialized resource, select the new status of the unit.

7.	In the Charging Info section, you can edit the charging information for the transaction:

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.

8.	You can enter any additional notes on the Notes tab.

9.	Save the transaction and close the Transaction window. The transaction will be posted when the activity report is processed.