Setup Assistant
Warehouse sources, tool priority rules, stock-move columns, and the documents the assistant creates.
The Setup Assistant is a wizard, available on a Job (or on a multi-setup Project) that matches every tool assembly required by a job’s operations to available tools in the warehouse and generates the documents needed to physically prepare them.
Warehouse sources
Section titled “Warehouse sources”The pool of candidate tools the assistant searches is controlled by two source options, both selectable together.
| Option | What it includes |
|---|---|
| Machine warehouse | Tools and items already in the machine’s own warehouse. |
| Machine parent warehouse | Tools and items in the parent warehouse above the machine’s warehouse. |
Tool priority
Section titled “Tool priority”Tool priority determines how the assistant ranks and orders candidate tools within a warehouse source.
| Option | How tools are ranked |
|---|---|
| Location | Tools closest to the machine are prioritized (machine crib → access point → warehouse → parent). |
| Remaining Life | Tools with the most life remaining relative to the job’s total cycle time are prioritized. |
| Both (default) | Applies both rankings together. |
The assistant lists up to five candidate tools per assembly, ordered by the selected priority. Each candidate is shown with its current location, condition, and remaining life.
Stock move columns
Section titled “Stock move columns”The suggestion step presents one row per stock move the assistant proposes, with the following columns.
| Column | Description |
|---|---|
| Move Type | Tool Transfer (moving a tool between warehouse locations) or Pick List (picking items from storage). |
| Tool Number | The T-code from the job operations. |
| Source | Where the tool or item is currently stored. |
| Destination | The machine or tool it is moving to. |
| Create Pick List | Whether a pick list will be generated for this row. |
| Availability | Whether the tool or item is available (+) or not (−). |
A row highlighted in yellow indicates the tool’s current machine slot number differs from the T-code in the job’s operations.
Documents created
Section titled “Documents created”Confirming the suggestion step creates one or more of the following documents, depending on the selections made in the assistant.
| Document | Created when | Status |
|---|---|---|
| Tool record | New was selected for a tool assembly | Released |
| Tool Transfer | A tool needs to move from one warehouse location to the machine | Waiting |
| Pick List | A tool needs components picked from storage | Waiting |
Documents are accessible immediately from their respective lists (Production → Tools, Inventory → Transfers, Inventory → Pick Lists).
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