Select Tools

You select tools on the Tools subtab of the Actuals tab to report actual tool use. You can only select and edit tools on the Actuals tab of a work order if the work order has been approved. Using the Select Tools dialog box, you can select multiple tools at once to report use.

To select tools:

  1. Display the work order for which you want to report actual tool use.

  2. On the Tools subtab of the Actuals tab, click Select Tools to open the Select Tools dialog box.

You can click Filter to narrow your search.

  1. To select a tool, select the Select Record check box. You can select more than one tool.

Note: To select all records displayed in the Tools table window, select the Select All Records check box in the table heading row.

  1. To return the selected values to the record, click OK. Each selection creates a new row in the Tools table window.

To cancel tool selection and return to the record, click Cancel.

  1. If appropriate, you can edit a tool's details. To make changes, click View Details for the tool and edit fields such as Quantity, Hours, Rate, Line Cost and others as needed.

  2. Click Save .

To find a particular value in the Select Tools dialog box:

  1. In the filter field for one or more columns, enter a full or partial value. For example, to only find values that contain the letter L, enter L.

  2. Click Filter Table to find all records that match the criteria you entered in the search fields. To see the original list of values, click Clear Fields .

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