Tool Resources Setup

Tools are assets that are identified as tools in PeopleSoft Asset Management's asset repository by selecting the Asset Management, and then Asset Transactions, and then Owned Assets, and then Basic Add component. You can assign the asset type, subtype, manufacturer ID, and model of a tool along with the shop in which the tool is located or stored at and the preferred maintenance crew that can maintain the tools. You can assign a tool for use in a work order task in the work order component and can track the actual usage and cost of the tool in the Technician Workbench in PeopleSoft Maintenance Management. You can set up tool rates based on the asset type and subtype in the shop's Tool Rates page. These rates are the default rate values that display in the Tool Requirements and Tool Schedules grids of the work order task. If the rates are not set up in the shop, the default values are derived from the asset subtype, which is set up in PeopleSoft Asset Management. When you search for a tool, the availability is based on the operating hours of the shop.

When you use the matching engine to recommend the qualified and available tools to use for a work order task, the availability of tools is determined by the shop's operating hours. You can set up resource groups of tools for more than one shop. For example, you can set up a resource group for SHOP A to SHOP C, which includes all resources belong to SHOP A, SHOP B, and SHOP C. You can use a resource group to restrict the search for tools available to use in the performance of a work order task to the shops specified within the resource group. If you do not specify a resource group, the system searches through all the assets marked as tools based on the asset characteristics that you specify when you schedule tools in the work order task line.

Important:

The accuracy of the recommendation provided by the Match Engine for labor and tools depends on the status of the cache records. You should refresh the cache regularly.