Create a drop off list

Agents can create a drop off list of assets at any time.

About this task

Agents can create a drop off list of assets at any time. For example, the agent might have several assets that were removed when completing a work order task and all of the assets need to be returned to a different stockroom.

After creating a drop-off list, there are two ways to add items to the list.
  • Use the Add Defective button to add items that are in their personal stockroom with a substate of Defective. For more information about defective items, see Recording Asset Usage.
  • Create a transfer order line for an item in the personal stockroom.

    The item cannot have a substate of Reserved or Defective, and cannot already be included on another drop off list.

Procedure

  1. Navigate to Work Management > Pick Up/Drop Off > Create Drop Off List.
  2. Select a To stockroom.
  3. Click Submit.
  4. Do one or both of the following:
    • Click Add Defective to add all defective items in your personal stockroom to the drop off list.
    • In the Transfer Order Lines related list, click New, select a Model, and click Submit.

      Only items in an agent's personal stockroom that are not reserved, not defective, and not included on another drop off list are available for selection.