Use the Tools subtab of the Actuals tab to enter and modify actual quantities, hours, and rates for tools used on an approved work order. You can copy data from an existing plan, and delete from, add to, or change this data to reflect actual events. Work orders must be approved before you can report actuals. You can insert new rows until you close the record, but can edit information only until you save the record.
You can report tool use in the following ways:
Display the work order for which you want to report actual tool use.
On the Tools subtab of the Actuals tab, click Select Tools to open the Select Tools dialog box.
To narrow your search, click Filter.
To select a tool, select the Select Record check box. You can select more than one tool.
Note: To select all records displayed in the Select Value table, select the Select All Records check box in the table heading row.
To return the selected values to the record, click OK. Each selection creates a new row on the Tools subtab.
To return to the record without selecting any tools, click Cancel.
If appropriate,
you can edit a tool's details. To make changes, click View Details
for the tool and edit fields such as Quantity,
Hours, Rate,
Line Cost and others as needed.
Click Save Work Order .
You use the Select Planned Tools dialog box to select tools from a list of tools planned on a work order to report actuals. The Select Planned Tools dialog box allows you to select multiple tools at once to apply to the record. You can select planned tools when the work order has tools on its work plan, and the work order has been approved.
Display the record for which you want to select planned tools.
On the Tools subtab of the Actuals tab, click Select Planned Tools to open the Select Planned Tools dialog box.
To narrow your search, click Filter.
To select a tool, select the Select Record check box. You can select more than one tool.
Note: To select all records displayed in the Select Value table, select the Select All Records check box in the table heading row.
To return the selected values to the record, click OK. Each selection creates a new row on the Tools subtab.
To return to the record without selecting any tools, click Cancel.
If appropriate,
you can edit a tool's details. To make changes, click View Details
for the tool and edit fields such as Quantity,
Hours, Rate,
Line Cost and others as needed.
Click Save Work Order .
Display the work order for which you want to report actual tool use.
On the Tools subtab of the Actuals tab, click Select Issued Tools to open the Select Issued Tools dialog box.
To narrow your search, click Filter.
To select a tool, select the Select Record check box. You can select more than one tool.
Note: To select all records displayed in the Tools table, select the Select All Records check box in the table header.
To return the selected values to the record, click OK. Each selection creates a new row on the Tools subtab.
To return to the record without selecting tools, click Cancel.
If appropriate,
you can edit a tool's details. To make changes, click View Details
for the tool and edit fields such as Quantity,
Hours, Rate,
Line Cost and others as needed.
Click Save Work Order .
Display the work order for which you want to report tool use.
On the Tools subtab, click New Row. The Row Details open.
In the Tool field enter a tool code or click Detail Menu and select an option to retrieve a value.
To report a tool for a specific task, enter a value or click Select Value in the Task ID field to select a value. If there is an hours value for this operation the system copies it to the Hours field.
Enter or modify data as required in the Quantity, Hours, and Rate fields. The system calculates the value in the Line Cost field.
Click Save Work Order , or click New Row to insert another tool.