Recieving Advanced Shipment Notification

LearnerNow
Mega Guru

‎06-19-2024 08:52 AM

Hi,

We are currently testing the Advanced Shipment Notification (ASN) feature in Hardware Asset Management (HAM). We successfully uploaded the Excel file of the received assets, and they appear in the Asset module with a status of "In Transition". However, we are uncertain about the next steps in the workflow:

  1. How do we receive these assets when they are physically in our stockroom?
  2. How will the status change to reflect that they are now in our inventory?

Additionally, we noticed that while the Expense Lines are for the imported Assets are created, but the corresponding Purchase Orders (POs) are not. Should we create these POs manually?

Are there any other steps we need to follow after uploading the ASN file?

Thank you for your assistance.

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Ashok Sasidhara
Tera Sage
Tera Sage

‎06-24-2024 02:40 AM

The POs need to be created first. PO number is an important field to be filled in the ASN to link the PO to the assets. The assets will be created with the 'In transit' state after you load the filled ASN data. Then you need to open that PO record and click on the 'Receive' button to receive the assets. After the assets are received like this, the asset state and substate will be updated to In stock and available. Cost filled in the ASN template will also get updated on the asset records only after receiving the assets like this.

Make sure to fill all the fields in the ASN template carefully by ensuring that correct values are used for reference fields like vendor, manufacturer, model ID etc.