Suzanne Smith
ServiceNow Employee
ServiceNow Employee

"I live in New York, but I'm gone 310, 320 days a year. My apartment is storage."

-Christian Scott, jazz trumpeter

 

Where do you store your stuff? If you are using the ServiceNow Asset Management application, consider using the stockroom functionality to manage asset storage.

 

In ServiceNow, there are six types of stockrooms:

 

  • On-site: a stockroom at a customer location
  • Field agent: a virtual stockroom associated with an individual agent (for example, a field agent's car)
  • FSL: a forward shipping location, usually a small stockroom
  • PUDO: a pick up/drop off location such as a postal box
  • Stockroom: a common stockroom
  • Central stockroom: a larger stockroom that may supply other stockrooms and FSLs

 

Each of these stockroom types has a priority. For example, an on-site stockroom has a higher priority than a central stockroom because it would generally be cheaper and faster to obtain an asset from an on-site stockroom. You can create new stockroom types at any time to suit your organization's needs. Be sure to assign an appropriate priority to any stockrooms you create.

 

stockroom.png

 

When assets are delivered to a stockroom, they are received and checked against a purchase order. Assets can stay in the stockroom where they were delivered or transferred to another stockroom using a transfer order.

 

For more efficient management of assets, use stock rules for restocking items. A stock rule analyzes inventory thresholds and orders or transfers items appropriately. Stock rules can generate a transfer order or send an email message to a stockroom manager notifying them that the threshold was reached (so the manager can place an order). For example, when a specific laptop model reaches an inventory of 25 in an individual stockroom, put a stock rule in place that automatically creates a transfer order to move 25 more over from another stockroom.

 

When creating stock rules, think carefully about the thresholds and order size you set. Those two fields control the fine tuning of stock rules. Change those fields as necessary to get them right. For detailed information, see Using Stock Rules to Control Inventory in the ServiceNow product documentation.

 

ServiceNow offers more information about stockrooms and stock rules.

 

In the product documentation:

Stockrooms and Stock Rules

Receiving Assets

Transfer Orders

 

In the community:

Asset Management - Stockrules Task

Hardware Asset - State & Substate

Personal stockroom error

Stockroom sourcing issue

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