Track tool condition

Prerequisites: A Tool record exists with components mounted.

Required permission: Production → Tools — User or above to check a piece’s condition (a User sees only the tools they created); Inventory → Scrap Lists or Return Lists — User or above to take a piece off.

Tooling Metrics tracks condition at two levels. The Condition of each cutting edge mounted in a tool (Uncut, Used, Pre-warning, Warning, Expired, Broken) is computed automatically from that edge’s own Usage Life and Life Limit — see Record tool runtime — so the edges in one tool can be in different conditions. The condition of an individual mounted piece — an insert or a holder tracked by serial number — belongs to that Serialized Item and does not roll up automatically to the tool’s condition.

Check a mounted piece’s condition

1. In the sidebar, click Production → Tools and open the tool.
2. On the Items List tab, click the list icon next to a serialized item. Each mounted piece is listed by Serial Number with its Condition.

How a piece’s condition changes

A Serialized Item’s own page shows its condition but has no edit form. Condition is set in the serial rows of a stock move line:

• When the piece is registered. On a Purchase Receipt line, and on an Inventory Adjustment that finds a serial number not yet registered, each serial row has a Condition menu. This is the only place you choose a condition by hand.
• When the piece moves. On every other move line, the serial rows show each piece’s current Condition without letting you change it. Validating the document updates it:
  • A Pick List or Tool Transfer to a machine or tool turns Brand new or Refurbished into Used. A cutting-edge piece picked onto a tool keeps its condition.
  • A Service Pick sets Under service, and the Service Order’s receipt sets Refurbished.
  • A Scrap List sets Scrapped.
  • A Return List leaves the condition as it is.
• When a service threshold is crossed. A serviceable piece that crosses a configured service threshold (time interval, usage time, cycles, cost, or remaining cost) moves to Need service on its own — see Track a serialized item.

See Serialized Items Reference for what each condition means.

Replace a worn cutting edge

There’s no dedicated “replace edge” command — a swap is two ordinary stock moves against the tool:

1. Take the worn piece off the tool. On the tool’s Items List tab, hover over the item and click the scrap icon to open a Scrap List sourced from the tool, or the return icon to open a Return List if the piece can be reused or serviced. The icons appear while the tool is out of storage. See Process a scrap list or Process a return list.
2. Create a Pick List destined for the tool to bring in the replacement piece — from the tool record, click Create Picklist if the tool isn’t already complete. See Process a pick list.
3. Once the new piece is picked onto the tool, physically swap it in.

Removing a cutting-edge piece from a tool this way also logs a Life History entry on the tool — the runtime the old piece accumulated — and resets the tool’s Usage Life to zero for the new one.

Notes

• Scrapped pieces are excluded from future picks automatically — a Scrapped serialized item is not offered as available stock.
• Send a piece out for regrinding or recalibration instead of scrapping it with a Service Order — see Create a service order.

Related articles

• Prepare tools for a job
• Process a pick list
• Record tool runtime
• Process a return list
• Manage a tool crib