Locations: Tool Module

The following fields are displayed in the Locations List:

• Tool Room: Tool room as defined in the Tool Room module.

• On Hand/Issued/Available: The quantity of the tool, as defined in the list below:

  • The On Hand designation should correspond to the quantity stored in the tool room.

  • The Issued designation indicates the number of items that have been issued or borrowed from the tool room.

  • The Available designation is calculated by reducing the number on hand by the number issued. The available designation should correspond to the actual physical quantity of tools in the tool room.

  Tools issued must be manually entered on this page to have accurate available quantities listed.

• Last Counted: Date the inventory for this tool was last counted.

1. Click Add.

   The Tool Room module lookup opens, allowing you to select one or more tool rooms.

2. Locate the tool room you want to add.

3. Click the tool room you want to add.

   If the desired tool room is not displayed, check to make sure that the correct repair center is selected from the controls on the left.

   The Location window opens.

   If the selected tool room has already been specified on the Locations page, Maintenance Connection will warn you that the selection is a duplicate and that a different tool room must be selected.

4. Enter the on-hand quantity of the tool in the On Hand field.

5. Enter the issued quantity of the tool in the Issued field.

   The available quantity is calculated and displayed as the on hand and issued quantities are entered. The available designation should correspond to the actual physical quantity of tools in the tool room.

6. If necessary, edit the Last Counted field to reflect the date that the inventory for this tool was last counted.

   This field defaults to the current date.

7. Choose between two options:

   • Click Apply.

     The Tool Room lookup opens with the newly defined tool room listed in the My Selection(s) area of the window.

   • Click Apply/Close.

     The Locations page appears. Skip to step 10.

8. Continue selecting additional tool rooms as needed.

   To remove a record that has been added to the My Selection(s) area in error, click the blue arrow directly to the left of the row.

9. Click Apply.

   The Tool Room module lookup closes, and the new tool rooms are added to the Locations List.

10. Click Save.

     

1. Click the row for the location you want to modify.

   The Location window opens.

2. Make your changes.

3. Click Apply.

   The Locations page opens.

4. Click Save.

    

1. Click the check box to the left of the location you want to remove.

   A check mark appears, indicating the record has been selected.

2. Continue to select any additional locations to be removed for this tool.

3. Click Remove.

   The location records are removed.

4. Click Save.