Report/Monitor Asset Inventory Levels

[mvanhassel]

Hey There,   I'm looking for some suggestions. I work for an institution using several products (ITSM, CSM, ITOM, etc.) and we are currently in the process of implementing ITAM for asset management and have been exploring its capabilities in a dev. environment. Currently we are seeking a means of reporting/monitoring inventory levels on some of our hardware assets that require frequent restocking but i'm not finding a decent means of doing so. Basing reports off of stock rules can reference that rule's threshold, but its not related to the asset table which is needed to reference the quantity in stock. Basing a report off of the asset table can display a quantity off assets in stock, but I can't isolate item's falling within their thresholds.

Is there a OOB means of monitoring asset inventory levels that i'm failing to find or is this a customization we are going to have to make in our instance?

[Ashok Sasidhara]

Based on what you have stated, it looks like you need a report to monitor the number of assets for various Models which are available in stock. There is no OOB report for this. You can create a customized report as follows:

1. Go to Reports>View/Run. Click 'Create a Report'

2. Give a suitable name like 'Inventory levels tracking for hardware models' and select the source table (E.g. alm_hardware if you are considering only hardware assets)

3. Select the required type from the 'Type' tab (E.g. Pie chart)

4. In the 'Configure' tab, select 'Group by' as 'Model'

5. Add the following filter criteria in the conditions: State=In stock and Substate=Available. Also use additional filters on 'Model' field (Recommended to include only the Models which you are purchasing and tracking).

6. Click 'Run' to view the report and click 'Save' to save the report.

7. Add the report to any suitable dashboard which you are using for hardware asset management

The attached screenshot indicates some of the steps mentioned above and how the report will appear.

[DavidWallace1]

There is of course the menu option "In Stock" - which shows everything in stock across warehouses, you can then just group it by model for a quick and dirty view on what you have 😁

[mvanhassel]

Thanks for the responses! We do have asset pie charts and lists/tables we use all the time to visibly see whats in stock. The piece I'm struggling to find is referencing that items assigned threshold (based off of stock rules or a custom field if needed) on those same reports or tables/lists. The goal is to be able to see the needed product models, their current "In Stock" inventory, and the assigned threshold (identifying if its nearing time to order more), all in one place. 

[p_tishberg]

For your request, think of a gold shield comprised of various bullets (copper, silver, gold, platinum, titanium...)

In this way, you combine reports, do database views., and generate widgets on a dashboard to compile the various metrics that you need rather than trying to use a summarized report for this request.