Allocating Accessories

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Last updated: Apr 23, 2024 by Shilpa K (Deactivated)Version comment
3 min read

You can view the list of Accessories that are available for allocation and allocate them to users.

To allocate Accessories:

  1. Select Asset > User > Manage Asset > Asset Inventory.

  2. Under the SELECT THE ASSET TYPE section of the ASSET INVENTORY page, click ACCESSORIES. The ACCESSORIES page is displayed.

  3. On the ACTIONS panel of the ACCESSORIES page, click Filters and specify the filter criteria on the FILTERS pop-up page. Select In Store as the value of Status field and click SUBMIT. The list of Assets based on the filter criteria is displayed. For more information about fields on the FILTERS pop-up page, see Searching Assets.

    Note:

    To view the location hierarchy in the Store Location column, select the Location Hierarchy check box under the General Configuration section on the Application Settings page. For more information, see Application Settings By Tenant.

  4. Click the Asset ID to view the Asset details. For more information, see Viewing Asset Details.

  5. Select the corresponding Asset check box to allocate the accessory and click ALLOCATE TO ASSET or ALLOCATE TO USER under the ACTIONS panel.

    ACCESSORIES page
    Figure: ACCESSORIES page

     ALLOCATE TO ASSET

    1. Specify the filter criteria to view the list of available Assets and click SUBMIT. The list of Assets are displayed on the ALLOCATE TO ASSET page.

      FILTERS pop-up page
      Figure: FILTERS pop-up page

    2. Click on the Allocate icon to allocate the Asset.

      ALLOCATE TO ASSET page
      Figure: ALLOCATE TO ASSET page

    3.  Under the DETAILS section of the ALLOCATE TO ASSET page, specify all the required information. For more information about the fields on the ALLOCATE TO ASSET page, see Field Description.


      Figure: ALLOCATE TO ASSET page
    4. Click SUBMIT.
     ALLOCATE TO USER
    1. Under the DETAILS section of the ALLOCATE TO USER page, specify the required details. For more information about the fields on the ALLOCATE TO USER page, see Field Description.


      Figure: ALLOCATE TO USER page

    2. Click SUBMIT.
Field Description

The following table describes the fields for the ALLOCATE TO ASSET and ALLOCATE TO USER pages.

Fields

Description

User

Type in and search the User's name to allocate the accessory to the selected User.

Allocated Date

Select the date from the calendar. If the Set Present Date as Asset Allocation Date check box is selected on the TENANT page, the Allocated Date becomes the present date and you cannot change it. For more information, see Configuring Asset Management Module.

Reporting Manager

Displays the Reporting Manager of the selected user.

Note: The Reporting Manager attribute is displayed on the allocation form only when the Allocate To value is Single User, Contract User or Multiple User.

Alternate Supervisor

Type in the name of the Alternate Supervisor. The matching names from the database are displayed in the list. Select an appropriate name from the list. To search for an Alternate Supervisor, click the Search icon.

Note: The Alternate Supervisor attribute is displayed on the allocation form only when the Allocate To value is Single User, Contract User or Multiple User.

Quantity

Specify the quantity of the Asset.

Remarks

Provide your remarks.

Request Type

Select the Request Type from the drop-down list. The available Request Type options are:

  • Service Request
  • Incident Request
  • Work Order

Note: 

The Request Type field with the drop-down list is available based on the configuration of the ASSET APPLICATION SETTINGS page. For more information, see Configuring Asset Application Settings.

Request ID

Specify an unique ID for this request.

Note:

  • If the Request Type field is not available, the user should add a prefix SR/IM/WO before the Request Id (Ex. SR967). 
  • The Request Id field is visible based on the configuration on the ASSET APPLICATION SETTINGS page. For more information, see  Configuring Asset Application Settings.

Allocation Type

Select the type of allocation.

  • Permanent: If you want to allocate the selected accessory on a permanent basis, which does not specify a time period, select Permanent from the drop-down list.
  • Temporary: If you want to allocate the selected accessory on a temporary basis for a time period, select Temporary from the drop-down list and specify the date of return.

Return Date

If you want to allocate the selected accessory on a temporary basis, select the expected return date from the calendar.