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Question

Can we make reporting manufacturing tool instance mandatory if it is assigned to a routing operation?

  • March 17, 2026
  • 2 replies
  • 99 views
A
Sidekick (Customer)
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Hi Everyone,

 

We have been told via BSI audit that we need to capture manufacturing tooling used (serialised and that it’s calibrated) per part used. We have tested configuratons in IFS and reporting tooling- but we’ve hit a couple of snags.

Firstly- we can report an operation fully without reporting a tool used even though it assigned to an operation. Does anyone know of a way to make this mandatory?

 

Secondly- It will allow us to use non-calibrated tools. It does give us a warning but we’d like for it stop the operator reporting using it. Is that possible?

 

Any advice/ideas will be greatly appreciated! Thanks

Alex

2 replies

L
Do Gooder (Employee)
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  • lancse
  • Do Gooder (Employee)
  • March 18, 2026

Hi, how nice to hear about actual usage of manufacturing tools functionality. 

For the first query, I can recommend using a new feature introduced in 25R2 to automatically record tool usage when the operation is reported when tools/equipment are assigned to a shop order operation. For this, tool usage is tied to machine usage, so it will be reported with the same time and quantity as for the machine transaction. However, this does not consider whether the tool is calibrated or overdue. Automatic usage recording is a setting on the tool resource group, on the Resource Details page:  

So, for the second query, automated reporting does not care about the current calibration status in the core solution. For manual reporting of tool usage, there is currently no restriction on using a tool that has calibration status of overdue, as you pointed out, there is a waring. In 26R1 we are integrating manual tool usage in manufacturing with the latest tool/equipment calibration functionality. And with that, we have added columns for calibration information to the Report Tool Usage dialog, we hope they can be of some use: 

Hope the tips can be of some use. If you have more tool requirements and ideas on what can be further improved, please add these thoughts as enhancements request so that it can perhaps be considered in future releases. 
Best Regards 
Li

    Peter Lundgren
    Hero (Employee)
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    You could use the Control Plan Manufacturing functionality for this.

    If you do:

    • It will not be possible to close the operation without reporting used tool(s)
    • It will not be allowed to report non-calibrated tools
    • You will have full traceability of who reported what tool and when

    It can be set up something like this:

    • Add one/several control plan lines (data points) for the reporting of tools in the Control Plan Manufacturing for the part of interest:

     

    • Connect the data point(s) to the tool(s) of interest:

     

     

    • When executing the SO operation of interest, report the used tool:

    Only valid and calibrated tools can be selected in the List of Values

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