Issuing Tools and Materials and Handling Permits

This document explains how to handle tool requirements, material requirements and permits for a work order. The procedures described here are not mandatory and do not have to be performed to continue with the work order process.

Use this process before you perform the actual work on a work order.


When required, all the necessary permits are reported, which ensures that the equipment is made safe to work on. All the required tools are allocated and issued to the work order. All materials are available for work to begin.

The work that is to be performed can start and should run without interruptions.

For more information about changes in M3, refer to the documents listed in the See Also section.

Before you start

The work order must exist in 'Work Order. Open' (MOS100) along with lines in 'Work Order. Open Line' (MOS101).

Follow these steps

Complete the following steps before you perform the actual work on a work order.

  1. Start and stop permits

    Start and stop permits in 'WO Operation. Report Permits' (MOS087) to indicate that the equipment is properly isolated before work begins.

  2. Check tools availability and allocate tools

    Check the tool availability to ensure that required tools are available to complete the work in the work order. Allocate the tools to reserve them for a specific job.

    You can check tool availability and allocate tools in 'Work Order. Open Tool Requirements' (MOS133).

  3. Allocate/issue tools

    Allocate tools to reserve them for a job. This will prevent the tool from being taken for other jobs, stopping or delaying the current job.

    If the tool is not allocated and issued in (MOS133), it can be done in 'Allocation. De-allocate Tool' (MMS127).

  4. Check component availability against a work order

    Check the component availability in 'Work Order. Check Component Availability' (MOS040) to make sure all materials are available and the job won't be stopped due to material shortages.

  5. Issue materials against a work order

    Materials can be issued in one of the following ways:

    • Using 'Work Order. Report Issue' (MOS060).
    • In Plant Maintenance through 'Req/Distr Order. Open' (MMS100).
    • Using WO picklist. Print, Pick, Pack and Report Picking Lists.
      Note:  If WO picklist is used with a material line with quantity greater than 1, the material line can get stuck in status 70 and be impossible to close. This happens when the quantity is partly reported.

      Related option 29='Flag complete' can be used to close the line, however, for this to be available:

      • The WO picklist must be used by populating parameter 210='Dispatch policy' on the WO type in 'Work Order Type. Open' (MOS120).
      • The WO picklist status must be partly picked with picklist status = 29, 39 or 49.
      • RO's must not be used.
      • Delayed issue parameter 211 must not be used.
        Note:  If delayed issue is specified in (MOS101), sorting order 13 can be used to report that only part of the quantity is used and the line is completed.
  6. Register non-stocked materials from a work order

    To register the material cost and get accurate costing, register non-stocked materials that have not been purchased using the regular purchasing process in (MOS101).

  7. Trigger a non-stocked PO request from a work order

    Trigger a purchase request in (MOS101) for non-stocked items that are needed in order to complete the job. This allows these items to be bought.

  8. Receive goods against a work order

    Receive goods that have been bought in order to complete a job. Receiving the goods will introduce them into the system and allow you to use them for the maintenance job.

    Goods are received in 'Purchase Order. Receive Goods' (PPS300).

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