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Retiring Tools

Steps to Retire Tools

  1. Expand the Inventory section.

  2. Select Item Browser.

  3. Select one or more tool records using the checkbox.

  4. Click the Actions dropdown or right-click item.

  5. Select Retire Tool.

  6. Fill in the required details using the dropdowns:

    1. Select a Cost Center (this must be chosen to incur a loss charge).

    2. Choose a reason for retiring the tool (note that reasons are static, but you can add more specifics in the notes or select a status). Additional statuses can be added under Administration > Settings > Status Codes.

  7. Click OK to retire the tool.

    1. The tool will be removed from inventory, including any associated Service Records or Purchase Orders.

  8. Click Yes.

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