Agents use drop off lists to return items that are in their personal
An item may need to be returned because it is defective or not needed to complete a work order
task. Agents can create a drop off list of items to send the items to a different stockroom
using a transfer order. Agents also have the option to physically drop items off at a
stockroom and note the drop off in the Field Service Management application.
Agents using the mobile interface can also ship drop off lists to a remote location using the
Prepare for shipment and Ship buttons.
An asset must meet the following criteria to be added to an agent's drop off list:
- Located in the agent's personal stockroom
- Drop Off check box selected on the transfer order record
- One of the following:
- Substate is Defective
- Asset was not used and the work order task is in Closed Complete