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

1. Open Work Task/Resources or Prepare Work Order/Work Tasks/Resources window
2. Select a work task. Click the Demands tab and select a record with Demand Type Tool/Equipment and a valid Resource Group
3. In the Sourcing Option field, select Rental and save the record
4. Select the Rental tab and find the relevant tool/equipment record for the selected task
5. 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
6. Save the information (F12)