Enter Tools and Facilities
Explanation
This activity is used to plan the usage of Tools and Facilities on the work
order to be quoted. Tools and Facilities are resources that are not personnel,
but are still required for performing the maintenance. You can connect tools and
facilities only from the site that the service quotation is created to.
Prerequisites
- Tools and Facilities must be defined and connected to the quotation site
in the Tools and Facilities Basic Data 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.
System Effects
As result of this activity, a tool and facility line will be connected to the
work order to be quoted.
Window
Service
Quotation
Related Window Descriptions
Service Quotation
Service Quotation/Work Order
Service Quotation/Work Order/Tools
and Facilities
Procedure
- Open the Service Quotation window and query for the
service quotation.
- Click on the Work order tab, create new (F5) or query
existing.
- Select Tools and Facilities tab and add new record (F5).
- In the Tool/Facility ID field, use the List of Values (F8) 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
(F8) in the Tool/Facility Type field and enter a Tool and Facility
type.
- In the Quantity field, specify the quantity of the tool or
facility that will be used for the work order.
- In the Planned Hours field, specify the number of planned hours
for the Tool and Facility.
- Enter a value in Sales Part Number or change the
automatically fetched if required, using the List of Values (F8).
Optionally, change values in Unit Sales Price/base, Unit Sales
Price/curr or Discount%.
- 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 (F8) to
select a suitable value.
- Enter a value in the Operation No field if you want to connect
the tools and facilities line to a particular operation. Use the List of
Values (F8) to select a suitable value.
- Save the information (F12).
- Repeat step 3 to 10 as required.