How to transfer multiple assets using a transfer order?
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01-12-2020 04:33 PM
Hi all,
I'm trying to find a solution to track the movement of assets between sites in our organisation. I know ServiceNow has the transfer order functionality but I'm struggling to find something with a good user experience. It appears that whilst a transfer order (TO) can have multiple transfer order lines (TOL), each TOL can only have one asset associated with it. The TOL is then processed at the Transfer Order Line Task (TOLTASK) level.
So, and here is the problem, if you look to transfer ten assets across the organisation, the TO needs ten TOLs created. These ten TOLs then in turn each have five subtasks to be completed. To move ten assets, you need 60 interactions within the system. That seems incredibly labour intensive for what is, in effect, one piece of work.
Is there a better way of doing this? Am I missing something obvious?
Also, from a deployment/stores point of view, they don't particularly care which assets are moved - one HP Elitebook 840 G6 is the same as another for their purposes. It is more efficient to specify a model and then they can grab the first one in view within the storeroom rather then specifying the specific item which then must be found. Can you remove the specific asset without jeopardising the overall functionality?
Many thanks
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08-25-2021 09:02 AM
We wound up scaling down our record producer solution for a more MVP approach for now, it opens them directly to the [alm_transfer_order] table.. we also added the variable editor as well by requesting servicenow add a 'variable' column to that table so it can be seen on the backend form.
For now its MVP and spits out a summary of what's requested to the external vendor. The issue we have is that the vendor decides what serialized assets get transferred so you cant pick that up front... what we do is use a MRVS to select product model and qty and query the stockrooms to ensure the qty exists for validation prior to submittal and then it emails a summary to the external vendor contacts.
We do in the future want to have it create TOLs possible and have the vendor tell us the assets it actually moved and backfill the TOLs via a file transfer integration we have set up to sync assets for other lifecycle events via transform maps.
Can you please share some more details about your TOL solution and how it is working for you? Id be very interested to see if you have similar use cases as us.
Thanks in advance!!!
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08-25-2021 09:05 AM
We wound up scaling down our record producer solution for a more MVP approach for now, it opens them directly to the [alm_transfer_order] table.. we also added the variable editor as well by requesting servicenow add a 'variable' column to that table so it can be seen on the backend form.
For now its MVP and spits out a summary of what's requested to the external vendor. The issue we have is that the vendor decides what serialized assets get transferred so you cant pick that up front... what we do is use a MRVS to select product model and qty and query the stockrooms to ensure the qty exists for validation prior to submittal and then it emails a summary to the external vendor contacts.
We do in the future want to have it create TOLs possible and have the vendor tell us the assets it actually moved and backfill the TOLs via a file transfer integration we have set up to sync assets for other lifecycle events via transform maps.
Can you please share some more details about your TOL solution and how it is working for you? Id be very interested to see if you have similar use cases as us.
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08-25-2021 07:53 AM
from what i've seen in the community people are creating customizations with UI actions and also creating transform maps