Automate importing Asset tag and Serial Number from spreadsheet

[Brian DeBlis]

Hi all,

We have hardware that is created from a purchase order. We receive the assets, but they are created having blank asset tag and serial number. We receive a xlsx file from the vendor with the asset tags and serial numbers. We have been exporting an update template for the receiving line and updating the fields and importing back in. What would be the best way to automate this without manually exporting a template?

[Patrick Laroch1]

Are you receiving the Excel file before doing the "Receive" on the PO? (I am assuming you are using Procurement to create the assets at reception).
If so, maybe look into creating the assets beforehand and using the Excel as an ASN.
Create a transform map that could create assets related to the PO.

The state of the assets at "On Order".
Then, when you would do the receive they would all be properly populated.

[Brian DeBlis]

The excel file comes to us after being received, that is the problem. The only way to identify the assets is the receiving line, which is not unique. Say I have 50 assets, I just want it to loop through the spreadsheet and populate each row with a spreadsheet row, if that makes sense. 

[Patrick Laroch1]

That could be a great RPA use case.
In theory though you could script you transform map to cycle through the assets related to the receive line and set the Asset tag and Serial number.

[Saura Sambit]

Hi Brian,

This could be of some help - Automate asset creation for externally ordered Hardware Assets

Regards,

Saura