Connect Tools and Facilities to Separate PM Action

Explanation

Use this activity to connect Tools and Facilities to the preventive maintenance (PM) action. If a standard job with tools and facilities is connected to a PM action through jobs, the tools and facilities are transferred to the PM action. 

Prerequisites

• Tools and Facilities must be defined and connected to sites in Tools and Facilities Basic Data window.
• Operations and jobs must be defined prior to connecting the required tools and facilities to the PM action if the tool or facility is to be connected to either an operation or a job.

System Effects

As a result of this activity a tool and facility line will be connected to the PM action.

Window 

Separate PM Action

Related Window Descriptions

Separate PM Action
Separate PM Action/Tools and Facilities

Procedure

1. Open the Separate PM Action window.
2. Click the Tools and Facilities tab and create a new record (F5). 
3. Enter a tool or facility type In the Tool/Facility Type field or enter a tool or facility ID in the Tool/Facility ID field. Use the List of Values to select suitable values.
4. In the Quantity field, specify (if known) the quantity of the tool or facility that will be used for the PM action. 
5. In the Planned Hours field, specify (if known) the number of planned hours.
6. Enter a value in the Job ID field if you want to organize the tools and facilities according to jobs. Use the List of Values to select a suitable value.
7. Enter a value in the Operations field if you want to connect the tool and facilities line to a particular operation. Use the List of Values to select a suitable value.
8. Enter the sales part site and the sales part number if you want to invoice the price of the tool and facilities line to a customer (only applicable to IFS/Service Management).
9. Save the information (F12).