How to Add Allocated Tools to WO

Path: Transactions > Work Order > Records / Parts/Tools Tab

Similar to allocating parts, you can specify tools that are needed to complete a job using the Allocated Tool Subtab.

1. Open the applicable work order record.
2. Click the Allocated Tool Subtab.
3. Click Edit on the WebTMA toolbar.
4. Click the Add Tool link at the top of the Allocated Tools grid.
5. Complete the Tool Allocation Entry window that opens.
6. Click the Save button on the popup window. Reminder: Use the down arrow on the button to use the save options.
7. Click Save on the WebTMA toolbar.