Required Tools tab for Tasks

Updated by Cheryl Wallace

The Required Tools tab is used to maintain a list of bulk or serialized tools to be used in carrying out this service task when the service is completed in-house and the parts are regularly stocked in inventory.

To add serialized or bulk parts as requirements to the task:

  1. Click the Required Tools tab for the appropriate record.
  2. Click at the top left of the grid to add the Tools. The Part Number catalog is displayed. Enter a search parameter using any of Description, Part Number, or Item ID. Or, use the categories below the search.
  3. Select the Part Number and click Close.
  4. Enter the Quantity.
  5. Repeat steps 2-4 for each tool record to be added.
  6. Click in the edit tool bar to save.
 To remove a part number from the required tools list, select the part and click in the grid.

See also:

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