Enter Rental Tool Information
Explanation
This activity is used to define rental information for tool/equipment
resource demands. You may have to rent tools/equipment to fulfill a specific demand for a work task.
The required tool group has to exist on the demand line and the sourcing option
on the resource demand indicates whether the tool/equipment is supplied by an
internal resource or the tool/equipment is to be rented.
All demands for tools/equipment with sourcing option Rental
appear in the Rental tab. The rental can then be
planned in the Rental tab. You can decide whether the tools is to
be rented in from a supplier (i.e. Rent In) or use tools from your own inventory
(i.e. Internal Charging). This is
defined in the Rental Supply Option field. It is required to enter the part number
and other planned rental information to initiate rentals for tools/equipment.
Prerequisites
- Tool/Equipment resource groups must have been defined and connected to
the work task site
- Tool/Equipment resource group should be valid to use in Maintenance
- Purchase parts must have been defined for rental tool/equipment and the
Acquisition Type of purchase part should be set to Purchase and Rental
or Rental Only
- If tool/equipment is rented with Rental Supply Option Internal
Charging, the internal rental price for the purchase
part must have been defined in the default Internal Rental Price
List window for work task site
System Effects
As a result of this activity,
- For rented in tools, corresponding purchase requisition line and
material line will be created and connected to the work task. (Material line
will only be created for inventory parts)
- For internal charging, corresponding material line will be created and
connected to the work task
- Planned cost amount for the rental period will be calculated
automatically and
displayed in the Cost Amount field in Demands
tab. Unit cost per defined hours and quantity will also be shown in the
Cost field
Window
Work Task
Prepare Work Order\Work Tasks
Report In Work Order\Work Tasks
Work Order
Structure\Work Tasks
Related Window Descriptions
Work Task,
Resources,
Demands,
Rental
Procedure
- Open Work Task/Resources or Prepare Work Order/Work Tasks/Resources window
- Select a work task. Click the Demands tab and select a record with Demand Type
Tool/Equipment
and a valid Resource Group
- In the Sourcing Option field, select
Rental and save the record
- Select the Rental tab and find the relevant
tool/equipment record for the selected task
- In the Rental Supply Option field, specify how you want to supply rental tools and the part number.
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
- Save the information (F12)