Build a tool from a setup sheet

Prerequisites: A job has been released and its setup sheet is available. Required permission: Production → Tools — User or above; Engineering → Projects and Engineering → Jobs — User or above to read the job’s tool list (a User sees only the records they created).

A Tool is the physical counterpart of a Tool Assembly — the actual cutting tool that will sit on your workbench or in the machine. Building one creates a Tool record linked to the assembly, ready to have its Serialized Items assembled into it, and it generates a pick list to gather everything from the warehouse.

Find what the job needs

1. Open the job from Engineering → Projects → [your project] → Process → [your job] and open its setup sheet, or its Tool List tab.
2. Each row is one Tool Assembly the job’s operations call for, with its T-code and required components. Note the assembly you want to build first.

Build the tool

1. In the sidebar, click Production → Tools → + Create.
2. Select the Tool Assembly you noted from the Tool List.
3. Choose the Location and enter a Name; the current form does not include a Life Limit field.
4. Save. A Tool ID is assigned automatically and the tool starts in Draft status.

(full size)

Fig. 1: Building a Tool — select its assembly and location, then confirm or edit the suggested name. The current form has no Life Limit field.

Generate a pick list

1. On the tool record, click Create Picklist.
2. Tooling Metrics compares the assembly’s bill of materials against what’s already on the tool, and searches every Warehouse Access Point for the rest — creating a Pick List for each WAP that has stock for the missing components.

What to expect

The pick list is ready for the next step — physically collecting the components from the warehouse.

Next

Process your first pick list — follow the pick list to collect every component.

Related articles

• Create a machine
• Process your first pick list
• Set up the machine
• Record runtime
• Return tools