Create pre-allocated assets

A pre-allocated asset physically exists, but is not yet a financial liability.

Before you begin

Role required: asset

About this task

Pre-allocated assets are often assets that the vendor still owns, but has agreed to store in a customer stockroom for just-in-time procurement. For example, a pre-allocated asset could be a pallet of 100 computers ready to be allocated. Allocating the asset generates a configuration item (if required by the category) and enables you to assign the asset. Pre-allocated assets can be components of another asset that is already in use. For example, pre-installed, pre-allocated servers can be set up in server racks next to production servers, but the pre-allocated servers only become a financial liability after they are turned on.

The pre-allocated option can only be used for assets, not consumables or licenses. Pre-allocated assets cannot be comprised of bundles.
Note: Warranties are not usually active until an item is installed. Therefore, until an asset is allocated and assigned, it is not under warranty.

Procedure

  1. Navigate to Asset > Portfolios and select All Assets, Hardware Assets, or Other Assets.
  2. Click New.
  3. Select a Model Category.
    Category must have the Allow pre-allocated option selected.
  4. Select a Model.
  5. Set State to In Stock or In Transit.
  6. Set Substate to Pre-allocated.
    The pre-allocated substate can only be set when the asset is created.
  7. Enter a Quantity.
    The quantity can be set only when the substate is Pre-allocated.
  8. If the State is In Stock, select a Stockroom.
    Create pre-allocated assets
  9. Fill in other fields, as appropriate.
  10. Right-click the header bar and select Save.
    The pre-allocated asset is created and the Allocate button is displayed.