Setup - Tooling
Last updated: October 15, 2026
Tooling is used to manage items that are typically moved between machines such as (Tooling, Dies, Calibrated items, etc.)
Go to the ‘Setup’ menu and click ‘Tooling’
Click ‘Add New’ located in the upper right corner on the “Tooling” bar
Enter Tooling Code. Codes are locked once saved. They can be inactivated, but not deleted.
Enter Tooling Name. Special characters cannot be used in the name. Choose a name that is common within the workplace and understood throughout.
Enter Tooling Description.
Select Possible Machine association from pull down menu. The Line and Area associated with the machine should show below. If not, associate the selected machine with a Line and Area.
Select Value Stream from pull down menu (optional – See Value Streams).
Select Technology from pull down menu (optional – See Technologies).
Select if inactive, leave blank if active.
Check ‘Non Production Tooling’ if does NOT affect production.
Enter Model name (optional)
Enter Serial Number (optional)
Enter Deployment Date (optional)
Select Cost Center if Machine Cost Centers are setup (SAP)
Enter a cycle count.
Enter a cycle count multiplier. (used to indicate how many times a particular activity - such as a production cycle - should be counted for that specific tooling item. )
Enter the max rebuild for the particular item.
Enter any notes.
Click ‘Save’
Attachment - you can choose to add an attachment to the tooling, which will show as an attachment on a dispatch. Note: When you have attachments assigned to tooling, that attachment gets attached to all 'possible machine' dispatches the tooling is associated with.