Efficiently reclaim hardware assets when an employee leaves an organization or moves to a different role.

Before you begin

Role required: inventory_user or inventory_admin

About this task

For each reclaimed asset, a Hardware Asset Reclamation Line is created. For each Hardware Asset Reclamation Line, at most three Hardware Asset Reclamation Tasks are created.

You must close all the tasks of a Hardware Asset Reclamation Line to close the Hardware Asset Reclamation Line. After all Hardware Asset Reclamation Lines are closed, the Asset Reclamation Request is closed.

Procedure

  1. Navigate to All > Inventory > Asset Reclamation > Asset Reclamation Request.
  2. Open the Asset Reclamation Request that you want to close and then open a Hardware Asset Reclamation Line.
    Based the Reclaim method selected while submitting the Asset Reclamation request, a Schedule drop off, Schedule pickup, or Schedule shipment task is created in the Hardware Asset Reclamation Line.
    The Stage field of the Hardware Asset Reclamation Line form shows Ready.
  3. Open the Schedule drop off, Schedule pickup, or Schedule shipment task that is present in the Hardware Asset Reclamation Line.
  4. On the form, fill in the fields.
    Table 1. Schedule shipment task form
    Field namesDescription
    Assignment group Group to which the Schedule shipment task is assigned.
    Assigned to User from the assignment group to whom the Schedule shipment task is assigned.
    Stockroom Location where the reclaimed assets are stored. This field is required.
    Shipping carrier Name of the carrier vendor who ships the asset to the stockroom.

    This field is required and it is a reference to the Shipment carrier [sn_itam_shipping_carrier] table.
    Tracking number Shipment reference number given by the carrier vendor. This field is required.
    Ship date Date on which the asset is shipped. This field is required.
    Work notes Any additional information that you want to mention.
  5. Select Close Task.
    The Stage field of the Hardware Asset Reclamation Line form changes from Ready to Pending received.
    A Receive asset task is created in the Hardware Asset Reclamation Line.
  6. Open the Receive asset task.
  7. On the form, fill in the fields.
    Table 2. Receive asset task form
    Field namesDescription
    Assignment group Group to which the Receive asset task is assigned.
    Assigned to User from the assignment group to whom the Receive asset task is assigned.
    Is asset reclaimed? Select this check box if you’ve received the assets. This check box is required.
    Quantity received Number of consumables received. This field is required and appears only if the Hardware Asset Reclamation Line is created for a consumable.
    Work notes Any additional information that you want to mention.
  8. Select Close Task.

    The Stage field of the Hardware Asset Reclamation Line form changes from Pending received to Pending evaluation.

    After an asset is received, in the asset form, the following changes occur:
    • The Assigned to field on the asset record becomes empty.
    • State of the asset changes to In stock and Substate changes to Pending repair.
  9. On the form, fill in the fields.
    Table 3. Evaluate asset task form
    Field namesDescription
    Assignment group Group to which the Evaluate asset task is assigned.
    Assigned to User from the assignment group to whom the Evaluate asset task is assigned.
    Evaluation status Status of the reclaimed asset. This drop-down list is required and the available values are:
    • Re-deployable
    • Needs repair
    • To be disposed
    Work notes Any additional information that you want to mention.
  10. Select Close Task.
    Based on what you selected from the Evaluation status drop-down list, the State, and Substate of the asset change as follows:
    Evaluation status values Asset state and substate
    State Substate
    Re-deployable In stock Available
    Needs repair In stock Pending repair
    To be disposed In stock Pending dispose
    The Stage field of the Hardware Asset Reclamation Line form changes from Pending evaluation to Complete.
    Note: When the stage of all Hardware Asset Reclamation Lines has changed to Closed Complete, the state of the Asset Reclamation Request also changes to Complete.