Bulk deallocation of assets from excel

Introduction of bulk deallocation of assets feature from excel 

Overview 

Deallocation of assets is a process of deallocating allocated assets from end users. This can be tedious if huge numbers of assets must be deallocated. Bulk deallocation process allows the Store Manager or Analyst to deallocate assets in bulk. 

Purpose 

• Reduced time consumption
• Increased efficiency
• Initiate multiple asset deallocations in a go 
  
  

Configuration 

To select the Bulk deallocate option in the Custom Action page, perform the following steps: 
 
Condition 1: Without Return Type

1. Navigate to Asset > User > Manage Assets > Import > Custom Action.
   
   
2. Before starting the configuration, asset records must be uploaded to the application.
   Click Download Template from the ACTIONS panel on right, to download the excel template file. 
   
   Figure: Custom Action – Download Template
   
   
3. In the downloaded excel template, enter the records as shown below. 
   
   Figure: Downloaded excel template  
   
   
4. In the CUSTOM ACTION page, under the Upload Excel step, select the desired Tenant/Department, Action Type, Asset Type, and upload the updated Source file.
   Select Software Deallocation and Return Accessories checkboxes as per requirement.
   Click SUBMIT. 
   
   Figure: Custom Action – Update Excel
   
   
5. In the MAPPING step, perform the mapping for respective fields as shown below. Click NEXT. 
   
   Figure: MAPPING Tab – Map Columns
   
   
6. Check the PREVIEW to upload asset. 
   
   Figure: PREVIEW Tab – Upload Asset 

Condition 2: With Return Type 

Prerequisites:

• The Asset Return Type must be configured for the particular Tenant on the Asset Return Type configuration page. 
  (Asset > Configuration > Asset Masters > Asset Return Type) 
  To know more about Asset Return Type configuration, refer to Asset Return Type page. 
  
  
• For Return Type - with approval, the following job should be enabled:
  Navigate to Admin > Basic > Infrastructure > Custom Scheduler.
  
  In the FILTERS pop-up, enter Create Asset Movement Approval in the Job Name field and click SEARCH.
  The job will be displayed in the LIST page.
  
  Figure: Custom Scheduler - Filters pop-up
  
  Click the Job Name hyperlink and select the Enabled checkbox as shown below.
  
  Figure: Custom Scheduler Details page
  
  

To configure With Return Type, perform the following steps:

1. Navigate to Asset > User > Manage Assets > Import > Custom Action.
   
   

2. Before starting the configuration, asset records must be uploaded to the application.
   Click Download Template from the ACTIONS panel on right, to download the excel template file. 
   
   Figure: Custom Action - Download Template
   
   

   Note

   When any Return Type is selected (with approval or without approval) the Software Deallocation and Return Accessories checkboxes will be disabled and cannot be selected. 
   

   
   

3. In the downloaded excel template, enter the records as shown below. 
   
   Figure: Downloaded excel template  
   
   
4. In the CUSTOM ACTION page, under the Upload Excel step, select the desired Tenant/Department, Action Type, Asset Type, Return Type and upload the updated Source file.
   Select Software Deallocation checkbox as per requirement.
   Click SUBMIT.
   Select Bulk Deallocation sheet to continue MAPPING step. 
   
   Figure: GENERAL Tab – Upload Excel
   
   
5. In the MAPPING step, perform the mapping for respective fields as shown below. Click NEXT. 
   
   Figure: MAPPING Tab – Map Columns
   
   
6. Check the PREVIEW to upload asset. 
   
   Figure: PREVIEW Tab – Upload Asset