Page Comparison

Introduction of PO Number as an additional filter attribute on the New Discovery page  

Overview 

A Purchase Order (PO) is a document issued by an organization to a vendor to request the purchase of goods or services.  
Each purchase order is given a unique number known as a PO, which is used to track and manage procurement operations. 

A PO number in IT Asset Management tracks and manages the procurement of IT assets, including hardware, software, and services, by providing a unique identifier within purchase orders. This aids in record-keeping and compliance. 
 

Purpose 

• Identification 
• Tracking and reports 
• Record keeping
• Filtering and importing assets based on PO number 

 
Configuration 

Prerequisite 

The option to enable or disable the newly introduced asset attribute (PO number) can be configured on the Application Settings page. As this is an additional asset attribute, it can be configured for New Discovery page based on the requirement. 

To enable/disable PO number attribute on the Application Settings page, perform the following steps: 

1. Navigate to Asset > Configuration > Others > Application Settings.
   
   
2. In the Application Settings DETAILS page, scroll down to DISCOVERY segment.  
   Select the Display PO number on New Discovery page checkbox to enable the attribute display as shown in the below figure. 
   
   Figure: Application Settings - Discovery grid 
   

To view the PO number attribute on the New Discovery page, perform the following steps: 

1. Navigate to Asset > User > Manage Asset > Variance > New Discovery.
   
   
2. In the FILTERS pop-up, select the desired Tenant (Department), PO Number from Search By drop-down.
   Select other options as per requirement and click SUBMIT.
   The LIST page will be displayed based on the selected criteria.
    
   
   Figure: FILTERS pop-up
   
   
3. In the New Discovery LIST page, scroll to find the PO number column. 
   
   Figure: New Discovery List page - PO Number column
   
   

To view the PO number attribute on Asset Inventory page, perform the following steps:

1. Navigate to Asset > User > Manage Assets > Asset Inventory.
   
   
2. Select FIXED ASSET type on the Asset Inventory page.
   
   
3. Select the desired Tenant (Department) from the drop-down, which is a mandatory field. 
   The Fixed Asset LIST page is displayed based on the selected criteria.
   
   
4. Click the desired In-Store count hyperlink for the required Asset Category.
   The Fixed Asset LIST page is displayed based on the selected criteria.
   
   
5. In the FILTERS pop-up, select the desired Tenant (Department), Statusand Category from the drop-down.
   Select PO Number from the Search By option.
   Select other options as per the requirement and click SUBMIT.
   The LIST page will be displayed based on the selected criteria.
   
   Figure: FILTERS pop-up
   
   
6. In the Fixed Asset LIST page, scroll to find PO Number column.
   
   Figure: Fixed Asset List page - PO number column