Connect Tools and Facilities to Work Order

Explanation

This activity is used to plan the usage of Tools and Facilities when performing any kind of maintenance. Tools and Facilities are resources that are not personnel, but are still required for performing the maintenance.

When planning the work order you can choose to only enter the tool or facility type on the tool and facility line. If a tool and facility line does not contain a tool or facility ID or a site, a dialog box appears when you try to change the status of the work order (to Prepared or a higher status) where you have the option of entering the tool or facility ID, site and maintenance organization. Note that when reporting time on a tool and facility line, a tool or facility ID is required to be entered. The tools that need to be rented for work order should be initiated from tools and facilities as well. You can decide whether the tools to be rented in from a supplier or use tools from your own inventory. This is decided from the rental supply option. It is required to enter the part number and other planned rental information to initiate rentals from tools and facilities.

Prerequisites

• Tools and Facilities must be defined and connected to sites in the Tools and Facilities window.
• Operations and jobs must be defined prior to connecting required tools and facilities if the tool or facility is to be connected to either an operation or a job. The connection between a Tool and Facility and an operation is mandatory if the work order belongs to a VIM serial object.
• Purchase parts must have been defined for rental tools and the Acquisition Type of purchase part should be set to Purchase and Rental or Rental Only.

System Effects

• As result of this activity, a tool and facility line will be connected to the work order. 
• For rented in tools, corresponding purchase requisition line and material line will be created. (Material line will only be created for inventory parts).
• For internal charging, corresponding material line will be created.

Window

Prepare Work Order
Work Order Execution Logic

Related Window Descriptions

Prepare Work Order
Prepare Work Order/Tools and Facilities
Work Order Execution Logic
Work Order Execution Logic/Tools and Facilities 

Procedure

1. Open the Prepare Work Order window. Click the Tools and Facilities tab and create a new record (F5).
2. In the Tool/Facility ID field, use the List of Values to enter a Tool and Facility ID. It is also possible to only enter a Tool and Facility type as pre-planning. If that is the case, use the List of Values in the Tool/Facility Type field and enter a Tool and Facility type.
3. In the Quantity field, specify (if known) the quantity of the tool or facility that will be used for the work order. 
4. In the Planned Hours field, specify (if known) the number of planned hours for the Tool and Facility. 
5. Enter a value in the Job ID field if you want to organize the tools and facilities lines according to jobs. Use the List of Values to select a suitable value.
6. Enter a value in the Operations field if you want to connect the tools and facilities line to a particular operation. Use the List of Values to select a suitable value.
7. Enter the sales part site and the sales part number if you want to invoice the price of the tools and facilities to a customer. You can also specify a sales price if necessary (only applicable to IFS/Service Management).
8. Specify a value in the Discount field if a discount is applicable (only applicable to IFS/Service Management).
9. Specify the time period during which the tools and facilities will be in use, in the From Date/Time and To Date/Time fields if necessary. 
10. In order to use rental tools, specify the rental supply option depending on how you want to supply rental tools, part number field. Use the List of Values to enter a part number, specify the planned rental start and end times, chargeable days ID, date exception ID, period rounding and schedule ID.
11. Save the information (F12).

Note: You can also connect tools and facilities to a work order in Work Order Execution Logic/Tools and Facilities.