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Enter or amend tool resources

The View Tool Resource option allows you to see the entries for the tool resource records but not amend them.

About entering or amending tool resources

Tool resource information is held on five tabs: Details, Notes, Activities, Attachments and Time Units.

You do not usually need to add activities when you add tool resources. Activities - calibration, service or repair - are added when the tool has been in use. However, if you are adding tool resources retrospectively, you can add and delete activities following the same procedure as when you amend tool resources.

Important! If you are using the full Manufacturing product, some information that you enter for the machine resource must be the same as the information you entered for the Cost Headings.

In order to be compatible for use with all Manufacturing modules, you must make sure:

• The tool resource Nominal Code is the same as the one specified for the cost heading.
• The tool resource Overhead Nominal Code is the same as the one specified for the cost heading.
• The tool resource Overhead Recovery % value is the same as the one specified for the cost heading.

If you select Perform Compatibility Checks on the Environment tab in System Settings and you choose differently, you will receive a warning prompt when you save a tool resource.

Before you begin

• Set up tool resource groups.

To enter or amend tool resources

Open: Manufacturing System Manager > Tool Register > Records > New Tool Resource.

Open: Manufacturing System Manager > Tool Register > Records > Amend Tool Resource.

1. Enter a new reference or select an existing reference from the Reference drop-down list.
2. Enter or amend the Description.
3. Enter or amend the tool resource details.

   Group	Select the tool resource group.
   Cost Heading	The cost heading for the resource. You cannot select a cost heading that has type Materials.
   Cost Rate	Used by default when you add the tool resource to BOMA stock assembly and process costing system, which provides facilities to specify the structure of finished items in terms of sub-assemblies and components.s or estimatesForecast project costs, based on expected costs of labour, machinery and operation times. In Manufacturing, estimates are produced for one-off items or non-repetitive batches. operationsThe labour, machine and tool processes required to manufacture an item..The cost rate is per quantity.
   Allow Cost Rate Override	Select Allow Cost Rate Override if you want to override the tool resource cost rate in the BOM operation record or in the Operations Register.
   Quantity	The default value shown when you add the tool resource group. Enter the quantity to calculate the cost rate.
   Location	Enter the location of the tool.
   Dimensions	Enter the dimensions of the tool.
   O/Head Recovery %	The default value shown when you add the tool resource group. Important! If you are using the full Manufacturing product, this value must be the same as that on the cost heading.
   Efficiency %	A percentage value that over or under inflates the efficiency of the tool resource for costing purposes.
   Nominal Code	The nominal code the resource is charged to. This defaults to the code for the group. Select another code if required. Important! If you are using the full Manufacturing product, this code must be the same as that on the cost heading.
   Overhead Nominal Code	The nominal code the overheads of using the resource are charged to. This defaults to the code for the group. Select another code if required. Important! If you are using the full Manufacturing product, this code must be the same as that on the cost heading.
   Enter the tool maintenance details for reference purposes.
   Full Service Hours	The number of hours the tool can operate before it requires a full service.
   Ordinary Service Hours	The number of hours the tool can be operate before it requires an ordinary service.
   Service Interval	The number and unit used to calculate when the next service is due when the tool is added to an activity. For example, enter 7 and select Days from the drop-down list. The next service date is calculated, using these entries, when the tool is added to an activity.
   Calibration Interval	The number and unit used to calculate when the next calibrationThe process of testing and measuring a machine's actual response against its expected response. is due when the tool is added to an activity. For example, enter 3 and select Hours from the drop-down list. The next calibration date is calculated, using these entries, when the tool is added to an activity.
   Enter the tool manufacturer's details for reference purposes.
   Source Calibration	The manufacturer's quality assurance details issued when you purchased the tool.
   Original Certificate	The manufacturer's quality assurance details issued when you purchased the tool.
   Serial Number	The manufacturer's quality assurance details issued when you purchased the tool.
   Range	The manufacturer's quality assurance details issued when you purchased the tool.
   Type	The manufacturer's quality assurance details issued when you purchased the tool.
   Use these boxes to store the manufacturer's quality assurance details. These are issued when you purchased the tool. Range refers to the range of sizes of a material the tool can operate on.

4. Enter or amend the notes.

   1. Select the Notes tab.
   2. Amend existing notes or add new notes about the tool resource.
5. Enter or amend the activities.

   1. Select the Activity tab.
   2. Add, amend or delete activities.

   • To add an activity, click Add or click in a new line in the Activity Type column.

     Enter the following details for the activity:

     Activity Type	The type can be: Calibration. Service. Repair.
     This Activity Date	The date on which you want the activity to take place.
     Reference	A reference for the activity, e.g. the name or ID of the operator who performed the activity.
     Result	A result for the activity. For example, Successfully calibrated, or Permanent repair. You cannot sort on the Resultcolumn.
     Notes	Notes describing the activity. For example, any additional tasks needed to be done to achieve a successful calibration. You cannot sort on the Notes column.
     Next Activity Date	A date calculated automatically for calibration and service activities from the Calibration Interval and Service Interval entries on the Details tab.

   • To amend an activity, click in an existing line and make the changes required.
   • To delete an activity, click in an existing line and click Delete.
6. Enter or amend the attachments.

   Use the Attachments tab to link files to tool resources.

   Add a file

   To add a file to the account or record:

   1. Click Add File.

   2. Select the file(s) that you want to add.

      A copy of the file will be displayed in the list, and will be marked with a status of New. The file will only be added to the account/record when you save it.

      Sage 200 Online

      If you are using Sage 200 Online, the file will be tested by antivirus software before it is attached.

      Provided the original file extension is not greater than 150 characters, you will see the file in the file list with one of the following three extensions:

      Extension	What it means
      .[the original extension]	The file has been tested by antivirus software and no problem has been found. Therefore the file has been saved in the cloud.
      .quarantine	The file has been placed in quarantine and is waiting to be tested by antivirus software.
      .blocked	The file has been tested by antivirus software and found to be potentially unsafe. Therefore the file has been deleted from the cloud and a dummy file with the .blocked extension is listed so you can see that there is a problem with the file.

   Tip: You can also use drag-and-drop to add files to the attachments list.

   Add a link to a file

   To add a link to a file:

   1. Click Add Link.

   2. Select the file(s) that you want to add a link to.

      A link to the file will be displayed in the list, and will be marked with a status of New. The link will only be added to the account/record when you save it.

   Tip: You can also use drag-and-drop to add links to the attachments list; hold down the Alt key to create a link (instead of adding the file).

   Add a link to a folder

   To add a link to a folder:

   1. Click Add Folder.

   2. Select the folder(s) that you want to add a link to.

      A link to the folder will be displayed in the list, and will be marked with a status of New. The link will only be added to the account/record when you save it.

   Tip: You can also use drag-and-drop to add folder links to the attachments list.

   View or save a file, link or folder

   To view the file, link or folder from the account record:

   1. Select the item.
   2. Click View.
   3. If you are viewing a file or link, you can either view or save it.
      • To view the file, click View.

      • To save a copy of the file, click Save As.

        To modify an attached file; save the file and edit it, and then add it as a file again (you will be asked to overwrite the old file). To modify a linked file, you just need to edit and save the file in its original location.

   Delete a file, link or folder

   If you delete a file, the file will be removed from the server. If you delete a link or a folder, only the link will be removed and the file/folder that is linked to will remain intact.

   To delete a file, link or folder:

   1. Select the item to delete.
   2. Click Delete.

   3. The item will be marked with a status of Deleted.

      Tip: If you do not want to delete an item, select it and click Undelete.

   4. You will be asked to confirm that you want to delete the item when you save the account/record.

   Set a description for a file, link or folder

   You can enter a description for an item in the attachments list:

   1. Select the item.
   2. Click Set description.

   3. Enter the description for the item and click OK.

      The description will be displayed in the Description column.

7. If the resource cost is calculated using time units, add or amend the time units.

   Time units for the resource default to the units set for the resource group.

   1. Select the Time Units tab.

      The default time unit, Hour, is shown.

   2. To add time units, click Add and select the time unit Name from the drop-down list.

      Time units must have been set up in the Time Units settings.

   3. To delete time units, select the time unit Name and click Delete.

   The time unit, Hour, cannot be deleted.

8. Click Save.

   If you are using all Manufacturing modules, have selected Perform Compatibility Checks in System Settings and have compatibility issues, the Compatibility Warnings prompt appears.