Home New York IT Service Management IT Service Management Asset Management Create a transfer order for Asset Management

Create a transfer order for Asset Management

Create a transfer order in order to transfer assets from one location to the other.

Before you begin

Role required: inventory_user.

Procedure

Navigate to Inventory Management > Transfer Orders > Create Transfer Order.
Click the From stockroom list to select a stockroom from which the item(s) is to be shipped.
Click the To stockroom list to select a stockroom where the item(s) is to be shipped.
Click Submit.
Once the transfer order is created, you can create transfer order lines to specify the items that the transfer order comprises of. See Create a transfer order line .

Create a transfer order line

Transfer order lines specify the exact items that comprise a transfer order.

Before you begin

Role required: inventory_user.

About this task

A transfer order can contain one or more transfer order lines. Under a single transfer order, all transfer order lines will have the same From location and To location. Each line contains an asset to transfer and the quantity to transfer. The item to transfer is identified by asset name and model name. A transfer order line can involve one quantity of a non-consumable asset or multiple quantities of a consumable asset. A bundled model can be transferred.

Procedure

After creating a transfer order, click New in the Transfer Order Lines related list and fill in the fields as appropriate.


Field	Description
Number	Internal unique number identifying the transfer order line.
Transfer Order	The transfer order to which the transfer order line belongs.
Model	Model of the items requested by the transfer order line. For example, a printer. If the Asset field is filled out first, the Model field is automatically filled in with the model corresponding to the asset.
Quantity requested	Number of items requested by the transfer order line. For example, 3 computers are requested to be transferred.
Quantity received	Number of items already received. For example, 3 keyboards are transferred, 2 are received.
Stage	Current stage of the transfer order. Transfer order lines can only be created when a transfer order is in Draft stage.
Request line	Requested item to associate with the transfer order line.
Asset	Asset requested by the transfer order line. For example, a specific printer. The asset can filter on stockrooms.
Quantity remaining	Number of items yet to be received. For example, 3 keyboards had been requested, 2 are received, 1 is remaining.
Quantity returned	Number of items that already needed to be returned.

Create a customized template task

Create customized template tasks to configure your specific task workflow for transfer order lines. Default template tasks are available with the Asset Management application. You cannot modify or delete a default template task.

Before you begin

Role required: inventory_user.

About this task

Template tasks help you progress through the various stages of the transfer order line. Custom template tasks are stored in the Custom Template Task [alm_custom_template_task] table. The template tasks are based on model categories. For example, when you create a customized template task for the Application model category, whenever a transfer order line is created for the Application model category, the template tasks associated with the Application model category are used as transfer order line tasks. When you create customized template tasks, make a copy of the workflow and update the workflow accordingly. For example, if instead of five flows, you need four flows, then delete the flow that you do not need from the workflow.

Note: Two template tasks cannot be created if they are based on the same model category, same order number and the same stage. The model category, the order, and the stage have to be unique for each template task. For example, you cannot create two template tasks for Prepare for Shipment, based on the Application model category, order number 200, and the stage as Requested. If you try to create an identical template task as mentioned in the example, an error message appears.

Procedure

Navigate to Inventory > Transfer Order Lines > Template Tasks.
All the default template tasks that are available with the Asset Management application are listed.
Click New.
You can also customize a template task by copying a default template task. Click Copy Default Template and select a model category.

Fill out the form fields (as shown in the table).


Field	Description
Task name	Name of the template task
Model category	The model category that this template task is based on.
Order	the order in which the template task is added to the transfer order line.
Short description	a brief description about this template task.
Next stage	the stage that this template task gets executed.

Click Submit.

Create a template subtask

Create template subtasks to add granularity to the transfer order line tasks. For example, before preparing for shipment, for a computer, you may want to create sub tasks for imaging the computer or adding additional software.

Before you begin

Role required: inventory_user.

About this task

The template subtasks that you create are stored in the Template Subtask [alm_template_subtask] table. When a transfer order line task is created and if subtasks are defined for that transfer order line task, then the subtasks are automatically added to the transfer order line task.

Procedure

Navigate to Inventory > Transfer Order Lines > Template Subtasks.

Click New and fill out the form fields (as shown in the table).

Table 1.
Field	Description
Short Description	A brief description of the subtask.
Subtask name	A name for the subtask.
Task	The task that this subtask is associated to.

Click Submit.

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Release version

Create a transfer order for Asset Management

Create a transfer order in order to transfer assets from one location to the other.

Before you begin

Role required: inventory_user.

Procedure

Navigate to Inventory Management > Transfer Orders > Create Transfer Order.
Click the From stockroom list to select a stockroom from which the item(s) is to be shipped.
Click the To stockroom list to select a stockroom where the item(s) is to be shipped.
Click Submit.
Once the transfer order is created, you can create transfer order lines to specify the items that the transfer order comprises of. See Create a transfer order line .

Create a transfer order line

Transfer order lines specify the exact items that comprise a transfer order.

Before you begin

Role required: inventory_user.

About this task

Procedure

After creating a transfer order, click New in the Transfer Order Lines related list and fill in the fields as appropriate.


Field	Description
Number	Internal unique number identifying the transfer order line.
Transfer Order	The transfer order to which the transfer order line belongs.
Model	Model of the items requested by the transfer order line. For example, a printer. If the Asset field is filled out first, the Model field is automatically filled in with the model corresponding to the asset.
Quantity requested	Number of items requested by the transfer order line. For example, 3 computers are requested to be transferred.
Quantity received	Number of items already received. For example, 3 keyboards are transferred, 2 are received.
Stage	Current stage of the transfer order. Transfer order lines can only be created when a transfer order is in Draft stage.
Request line	Requested item to associate with the transfer order line.
Asset	Asset requested by the transfer order line. For example, a specific printer. The asset can filter on stockrooms.
Quantity remaining	Number of items yet to be received. For example, 3 keyboards had been requested, 2 are received, 1 is remaining.
Quantity returned	Number of items that already needed to be returned.

Create a customized template task

Before you begin

Role required: inventory_user.

About this task

Procedure

Navigate to Inventory > Transfer Order Lines > Template Tasks.
All the default template tasks that are available with the Asset Management application are listed.
Click New.
You can also customize a template task by copying a default template task. Click Copy Default Template and select a model category.

Fill out the form fields (as shown in the table).


Field	Description
Task name	Name of the template task
Model category	The model category that this template task is based on.
Order	the order in which the template task is added to the transfer order line.
Short description	a brief description about this template task.
Next stage	the stage that this template task gets executed.

Click Submit.

Create a template subtask

Before you begin

Role required: inventory_user.

About this task

Procedure

Navigate to Inventory > Transfer Order Lines > Template Subtasks.

Click New and fill out the form fields (as shown in the table).

Table 1.
Field	Description
Short Description	A brief description of the subtask.
Subtask name	A name for the subtask.
Task	The task that this subtask is associated to.

Click Submit.

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Create a transfer order for Asset Management

Create a transfer order for Asset Management

Create a transfer order line

Create a customized template task

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Create a transfer order for Asset Management

Create a transfer order for Asset Management

Create a transfer order line

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