Returning tools

Select the “Return Tools” link under the “Facility Management” business component.

The "Return Tools" page appears.

The system displays the following field:

Date Format

The format in which the date field is displayed. This format is displayed from the "User Preferences" business component based on the login user ID. In case the format is not defined, the system displays the date format from the "Enterprise Modeling" business component by default.

Enter the following in the “Tool Crib Details” group box.

Holding Tool Crib #

Use the drop-down list box to specify the holding tool crib for the facility object that is being returned. The system displays the warehouses defined in the Storage Administration business component in Active status with tool operations allowed

The system displays the description for the specified holding tool crib.

If you know the details of the facility object you want to return, you can proceed to the multiline and enter the details, without using the “Search Criteria”’ group box. The “Search Criteria” group box is intended to find the facility object you want to return, when you do not have precise information about the facility object.

Click the “Primary Search Criteria” tab to find the issued facility object.

And/or

Click the “Additional Search Criteria” tab to find the issued facility object.

Select the “Search” pushbutton to retrieve the search results:
Select the following in the “Accounting Details” group box.

Account Usage	Use the drop-down list box to specify the Account usage value.. The system lists all user defined "Usage" in the Account Rule Definition business component
Costing Usage	Use the drop-down list box to specify the Costing usage value. The system lists all user defined "Usage" in the Cost Center Rule Definition business component.

The “Search results” multiline displays the following fields for the facility objects that satisfy the search criteria:

Facility Object #

The identification number of the facility object.

Help facility available.

The system displays the following field:

Facility #

The code identifying the facility.

Enter the following fields:

Part #	The identification number of the part reference for the facility object.
Serial #	The serial number of the facility object.

The system displays the following:

Part Description

The description of the part.

Enter the following:

Return Condition	The state of the facility object, which indicates whether the facility object can be used or not. The system displays one of the following values: New – Indicates that the part is new or purchased recently. Overhauled – Indicates that some maintenance action or servicing is done on the part, and the part has not been used after servicing. Serviceable – Indicates that the part is in a usable condition. Unserviceable – Indicates that the part is in an unusable state and needs service. Phased Out – Indicates that the part is not usable and needs to be shelved.
Stock Status	The ownership status of the facility object to be returned. The system displays one of the following values: “Ownership-Internal”, “Ownership-Customer”, “Ownership- Supplier” or “Ownership-Others”.
Facility Object User Status	The user-specified status of the facility object.
Facility #	The identification number of the facility.
Part Description	The name/description of the part.
The system displays the following:
Ref. Doc Type	The type of the reference document used for issuing the facility object.
Ref. Doc #	The identification number of the reference document.
Issued To: Employee Name	The name of the employee to whom the facility object was issued.
Issued Date & Time	The date and time when the facility object was issued.
Issue Basis	The issue basis of the returned facility object. The system displays the one of the following values: “Permanent" or "Returnable".
Issue Purpose	The issue purpose of the returned facility object. The system displays the following values: "Regular" or "Maint-Internal".
Issue Status	The issue status of the returned facility object. The system displays one of the following values “Issued – Regular”, Issued – Maintenance” or, "None".
Issue Remarks	Any comments on the issue of the facility object.
Location Info.	The information about the location of the facility object.

Check the box of the facility object that is returned and the details of which you are recording.
Enter the following details in the “Returned By / Transferred To Details” group box.

Action	Use the drop-down list box to specify if the facility object is returned or transferred to another employee. The system displays the following values: "Regular Return", "Permanent Return" and "Transfer". Select "Regular Return", if the employee returns the facility object after the normal issue period. Select "Permanent Return", if the employee returns the facility object after an exceptionally long period. Select "Transfer", if the facility object is transferred to another employee. However, you cannot select "Transfer", If the Condition is specified as “Unserviceable”. If the Issue Purpose is specified as “Maint.-Internal “.
Note: If the Action is set as “Permanent Return”, the system validates if the Part Classification is allowed in the Holding Tool Crib, based on the Part Classification mapped to the warehouse in the “Storage Administration” business component. Note: If the Part Classification is set as “None” or not defined in the “Part Administration” business component, then the part is classified as Non-Repairable.
Return / Transfer Date & Time	The date and time when the facility object is returned / transferred to another employee.
Returned by: Employee #	The name of the employee, who returned the facility object.
Execution Facility	Use the drop-down list box to indicate whether the facility object maintenance is carried out within the organization or by an external repair agency. The system displays the following values: “Internal”, “External” and “Internal & External”.
Received By / Transferred To Employee #	The employee who receives the returned object. This field is mandatory if you have selected “Transfer” in the Action field. Help facility available.
Return / Transfer Remarks	Any comments on the return / transfer of the facility object.

The "Recorded by" field displays the number and name of the employee who recorded details of this transaction.

Select the “Record return / Transfer Info” pushbutton.

The system automatically prints the material movement document (MMD), when the tools are returned on a “Permanent” basis and the return document attains the “Fresh” status.

To proceed

Select “Edit Tool Kit Details” link to modify the tool kit details of the facility object.
Select “Edit Facility Object” link to modify the details of the facility object.