Add a tool

Article • 4/27/2026 • 3 min read

Use tools to service your customer’s products. You can record non-inventory items needed for field service activity.

To add a tool

Open the Tools (Non-Inventory Parts) (TOOLFS) page.
- Select Customer Relationship Management > Master Data > Field Service > Tools (Non-Inventory Parts).
Or
- Search for TOOLFS in the Navigation box and then select Tools (Non-Inventory Parts).
The Tools (Non-Inventory Parts) (TOOLFS) page appears
On the Toolbar, click New.
Type the Tool Name and Description.
Set vendor information for a tool:
1. Click the Vendor No Lookup Reference.
  
  The Lookup For Vendor No window appears.
2. Select a row that contains the required vendor, and click Select.
  
  Or double-click the row that contains the required vendor.
  
  Click Cancel to exit from the Lookup For Vendor No window.
3. In the Facility list, select the distribution facility associated with the Vendor Part Number. The facility is also used to filter the Product Class and Locations.
4. Click the Vendor Part NoLookup Reference.
  
  The Lookup For Vendor Part No window appears.
5. Select a row that contains the required part number, and click Select.
  
  Or double-click the part number the vendor uses for the tool.
  
  Click Cancel to exit from the Lookup For Vendor Part No window.
  
  The Part Description is automatically listed.
Set additional information about the tool:
1. Click the Product Class Lookup Reference.
  
  The Lookup For Product Class window appears.
2. Select a row that contains the required Product Class, and click Select.
  
  Or double-click a row that contains the required Product Class.
  
  Click Cancel to exit from the Lookup For Product Class window.
3. Click the Group Code Lookup Reference.
  
  The Lookup For Group Code window appears.
4. Select a row that contains the required tool’s Group Code, click Select.
  
  Or double-click a row that contains the tool’s Group Code.
  
  Click Cancel to exit from the Lookup For Group Code window.
5. In the U/M list, select the tool’s unit of measure.
Set the tool’s location:
1. Click the Location Lookup Reference.
  
  The Lookup For Location window appears.
2. Select a row that contains the required location, and click Select.
  
  Or double-click a row that contains the required location.
  
  Click Cancel to exit from the Lookup For Location window.
3. Click the Warehouse Lookup Reference.
  
  The Lookup For Warehouse window appears.
4. Select a row that contains the warehouse that stores the tool, and click Select.
  
  Or double-click a row that contains the warehouse that stores the tool.
  
  Click Cancel to exit from the Lookup For Warehouse window.
Set the tool’s financial information:
1. Click the GL Account Lookup Reference.
  
  The Lookup For GL Account window appears.
2. Select a row that contains the required account, and click Select.
  
  Or double-click the row that contains the general ledger account you want to use for this tool’s financial transactions.
  
  Click Cancel to exit from the Lookup For GL Account window.
3. Click the Currency Lookup Reference.
  
  The Lookup For Currency window appears.
4. Select a row that contains the required currency, and click Select.
  
  Or double-click the row that contains the required currency.
  
  Click Cancel to exit from the Lookup For Currency window.
5. Click the Purchasing Category Lookup Reference and select the tool’s purchasing category.
  
  The Lookup For Purchasing Category window appears.
6. Select a row that contains the required purchasing category of the tool, and click Select.
  
  Or double-click a row that contains the required purchasing category.
  
  Click Cancel to exit from the Lookup For Purchasing Category window.
7. In the Unit Costbox,type the tool’s cost per unit.
  
  Or click the icon at the end of the Unit Cost box to display the Calculator. Enter the required value.
On the Toolbar, click Save.